13F Filings History of Lane & Associates LLC

Latest 13F report
Q1 2025 - 01 May 2025
Value $
$185,518,027
Signature - Title
Michael Stringer - Chief Operating Officer
Location
Moorestown, NJ
Summary
This page shows a list of all the recent 13F filings made by Lane & Associates LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lane & Associates LLC reported 115 stock holdings with total value $185,518,027 as of Q1 2025. Top holdings included VTI, SPYG, SCHX, SPY, and EFG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2025 115 $185,518,027 +$22,693,791 -$20,972,867 +$1,720,924 VTI, SPYG, SCHX, SPY, EFG 13F-HR 01 May 2025, 09:56
Q4 2024 121 $193,528,188 +$17,192,548 -$10,257,437 +$6,935,111 SPY, VTI, SPYG, EFG, VOOV 13F-HR 03 Feb 2025, 13:51
Q3 2024 113 $183,649,000 +$19,629,900 -$15,471,605 +$4,158,295 SPY, VTI, SPYG, EFG, DFIV 13F-HR 12 Nov 2024, 15:46
Q2 2024 112 $169,591,500 +$20,750,328 -$10,892,976 +$9,857,352 SPY, VTI, DFIV, MSFT, VOOV 13F-HR 07 Aug 2024, 10:20
Q1 2024 113 $158,876,645 +$15,419,137 -$2,878,638 +$12,540,499 SPY, VTI, VOOV, QEFA, VB 13F-HR 12 Apr 2024, 11:43
Q4 2023 102 $137,447,944 +$7,222,859 -$6,898,403 +$324,456 SPY, VOOV, VTI, QEFA, VB 13F-HR 09 Apr 2024, 13:54
Q3 2023 105 $124,462,315 +$11,030,390 -$7,189,386 +$3,841,004 SPY, VOOV, QEFA, VTI, VB 13F-HR 12 Apr 2024, 12:46
Q2 2023 101 $125,703,737 +$12,027,474 -$4,500,619 +$7,526,855 SPY, VOOV, QEFA, VTI, VB 13F-HR 12 Apr 2024, 12:42
Q1 2023 96 $112,159,570 +$12,979,576 -$11,549,496 +$1,430,080 SPY, VOOV, QEFA, VB, VO 13F-HR 12 Apr 2024, 12:09
Q4 2022 92 $105,538,662 $0 $0 $0 SPY, VOOV, QEFA, VB, VO 13F-HR 12 Apr 2024, 12:03