Lane & Associates LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 1, 2025), Lane & Associates LLC reported 115 stock positions worth $185.5 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 8.2% of the portfolio, followed by SS SPDR P S&P 500 Growth ETF (SPYG, 6.9%) and Schwab US Large-Cap ETF (SCHX, 6.2%). Compared with Q4 2024, it opened 3 new positions, sold out of 9, added to 64 and reduced 44. The biggest buy was a new position in Schwab US Large-Cap ETF (SCHX) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −53%).
- Most Recent 13F
- Q1 2025
- Location
- MOORESTOWN, NJ
- CIK
- 0002018909
- Portfolio Value
- $185.5M (Q1 2025)
- SEC Filing
- 0002018909-25-000003 ↗ filed May 1, 2025
Holdings Value
Holdings 115 stocks · $185.5M
| VTI VG Morningstar TS MKT ETF-US | 8.19% | 55,309 | $15.2M | Add +4.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 6.87% | 158,500 | $12.7M | Add +6.9% |
| SCHX Schwab US Large-Cap ETF | 6.20% | 521,086 | $11.5M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.96% | 19,765 | $11.1M | Reduce -52.9% |
| EFG iShares MSCI Eafe Growth ETF | 3.26% | 60,440 | $6.0M | Reduce -20.7% |
| DFIV Dimensional International Va | 3.25% | 153,257 | $6.0M | Reduce -4.7% |
| IEFA iShares Core MSCI Eafe ETF | 3.24% | 79,434 | $6.0M | Add +121.5% |
| VYM Vanguard High DVD Yield ETF | 3.23% | 46,450 | $6.0M | Add +19.2% |
| VOOV Vanguard S&P 500 Value ETF | 3.10% | 31,202 | $5.7M | Reduce -1.1% |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 2.76% | 64,860 | $5.1M | Reduce -3.1% |
| MSFT Microsoft Corp. | 2.51% | 12,420 | $4.7M | Reduce -0.4% |
| JAAA Janus Henderson Aaa Clo ETF | 2.31% | 84,630 | $4.3M | Reduce -0.4% |
| COWZ Pacer US Cash Cows 100 ETF | 2.17% | 73,481 | $4.0M | Add +1.9% |
| AAPL Apple Inc. | 2.02% | 16,836 | $3.7M | Add +1.0% |
| EFA iShares MSCI Eafe ETF | 1.83% | 41,476 | $3.4M | Reduce -0.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.64% | 13,683 | $3.0M | Reduce -2.4% |
| PG The Procter & Gamble Co. | 1.57% | 17,107 | $2.9M | Add +24.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.52% | 10,916 | $2.8M | Reduce -3.3% |
| IVE iShares S&P 500 Value ETF | 1.43% | 13,913 | $2.7M | Reduce -1.4% |
| IVV iShares Core S&P 500 ETF | 1.33% | 4,401 | $2.5M | Add +4.4% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 1.28% | 63,531 | $2.4M | Add +8.3% |
| HDV iShares Core High Dividend E | 1.26% | 19,289 | $2.3M | Add +1.2% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.25% | 42,150 | $2.3M | Add +4.0% |
| IYW iShares Ustechnology ETF | 1.25% | 16,514 | $2.3M | Add +3.2% |
| IVW iShares S&P 500 Growth ETF | 1.21% | 24,255 | $2.3M | Reduce -1.6% |
| LLY Eli Lilly & Co. | 1.13% | 2,537 | $2.1M | Reduce -2.3% |
| IWO iShares Russell 2000 Growth | 1.11% | 8,049 | $2.1M | Add +5.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.02% | 10,971 | $1.9M | Add +14.2% |
| IJH iShares Core S&P Midcap ETF | 0.88% | 27,833 | $1.6M | Add +0.5% |
| IJR iShares Core S&P Small-Cap E | 0.87% | 15,362 | $1.6M | Add +5.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.82% | 4,107 | $1.5M | Add +7.0% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.82% | 50,967 | $1.5M | Add +30.9% |
| IXUS iShares Core Intl Stock ETF | 0.81% | 21,396 | $1.5M | Reduce -9.5% |
| NVDA Nvidia Corp. | 0.76% | 12,942 | $1.4M | Reduce -1.6% |
| GCOW Pacer Global Cash Cows Divid | 0.69% | 34,566 | $1.3M | Add +7.0% |
| SCHZ Schwab US Aggregate Bond ETF | 0.67% | 54,021 | $1.3M | New |
| DFAC Dimensional US Core Equity 2 | 0.64% | 35,848 | $1.2M | Add +7.3% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.63% | 14,121 | $1.2M | Add +0.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.62% | 19,072 | $1.2M | Reduce -1.7% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.51% | 14,023 | $954K | Add +1.8% |
| VOO Vanguard S&P 500 ETF | 0.49% | 1,770 | $910K | Add +18.1% |
| V Visa Inc. Class A | 0.48% | 2,558 | $897K | Reduce -0.8% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.47% | 2,079 | $873K | Reduce -0.1% |
| ADP Automatic Data Processing | 0.47% | 2,831 | $865K | Reduce -0.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.46% | 1,832 | $859K | Add +0.9% |
| IEMG iShares Core MSCI Emerging | 0.43% | 14,897 | $804K | Reduce -3.3% |
| TLH iShares 10-20 Year Treasury | 0.40% | 7,168 | $744K | Add +130.3% |
| AMZN Amazon.com Inc. | 0.37% | 3,628 | $690K | Add +2.6% |
| JNJ Johnson & Johnson | 0.36% | 3,985 | $661K | Add +2.1% |
| JPM JPMorgan Chase & Co. | 0.35% | 2,640 | $648K | Reduce -1.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.34% | 2,519 | $634K | Add +2.4% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.33% | 5,706 | $620K | Reduce -2.4% |
| SCHD Schwab US DVD Equity ETF | 0.33% | 21,875 | $612K | Add +44.5% |
| DIVO Amplify CWP Enhan Divid ETF | 0.32% | 14,360 | $585K | Add +0.4% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.31% | 1,845 | $570K | No change |
| IAU iShares Gold Trust | 0.31% | 9,647 | $569K | Add +44.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.31% | 3,051 | $568K | Reduce -0.9% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.30% | 2,273 | $556K | Reduce -4.2% |
| DGRW Wisdomtree U.S. Quality Divi | 0.28% | 6,588 | $526K | No change |
| DGRO iShares Core Dividend Growth | 0.28% | 8,512 | $526K | Add +12.7% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 0.28% | 17,180 | $513K | Add +25.6% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.28% | 8,883 | $511K | Reduce -2.1% |
| PKW Invesco Buyback Achievers Et | 0.27% | 4,500 | $507K | Reduce -2.9% |
| QQQM Invesco Nasdaq 100 ETF | 0.27% | 2,550 | $492K | Reduce -12.0% |
| RSP Invesco S&P 500 Equal Weight | 0.26% | 2,835 | $491K | Reduce -1.9% |
| AMGN Amgen Inc. | 0.26% | 1,563 | $487K | Add +4.3% |
| CVX Chevron Corp. | 0.26% | 2,851 | $477K | Add +0.7% |
| AOA iShares Core 80/20 Aggressiv | 0.26% | 6,192 | $474K | Add +2.1% |
| XOM Exxon Mobil Corp. | 0.25% | 3,961 | $471K | Reduce -3.9% |
| HIG Hartford Insurance Group Inc. | 0.25% | 3,779 | $468K | Reduce -0.2% |
| TSLA Tesla Inc. | 0.24% | 1,706 | $442K | Add +14.0% |
| MRK Merck & Co. Inc. | 0.23% | 4,811 | $432K | Add +3.7% |
| DFGP Dimensional GLBL Core PL Fix | 0.22% | 7,728 | $413K | Add +3.7% |
| LOW Lowe's Cos Inc. | 0.22% | 1,756 | $410K | Add +3.0% |
| UNM Unum Group | 0.22% | 5,013 | $408K | Reduce -2.5% |
| VZ Verizon Communications Inc. | 0.22% | 8,948 | $406K | Add +3.9% |
| IJS iShares S&P Small-Cap 600 Va | 0.22% | 4,100 | $400K | Add +0.3% |
| EEM iShares MSCI Emerging Market | 0.21% | 8,782 | $384K | Add +5.5% |
| VIG Vanguard Dividend Apprec ETF | 0.20% | 1,950 | $378K | Add +0.1% |
| VOOG Vanguard S&P 500 Growth ETF | 0.20% | 1,126 | $377K | Add +0.1% |
| GS Goldman Sachs Group Inc. | 0.20% | 670 | $366K | Reduce -5.2% |
| JEPI JPMorgan Equity Premium Inco | 0.20% | 6,369 | $364K | Add +3.5% |
| MO Altria Group Inc. | 0.19% | 5,963 | $358K | No change |
| KR Kroger Co. | 0.19% | 5,257 | $356K | Reduce -1.4% |
| IOO iShares Global 100 ETF | 0.19% | 3,656 | $352K | No change |
| MDY State Street SPDR S&P Midcap | 0.19% | 653 | $349K | Add +6.7% |
| PEP Pepsico Inc. | 0.18% | 2,221 | $333K | Add +5.8% |
| HD Home Depot Inc. | 0.18% | 898 | $329K | Add +8.2% |
| COWG Pacer US LRG Cap Cows GR LD | 0.18% | 10,651 | $328K | Add +51.9% |
| MCD McDonald's Corp. | 0.18% | 1,045 | $326K | Add +11.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.17% | 6,511 | $323K | Reduce -11.3% |
| SNA Snap-on Inc. | 0.17% | 933 | $314K | Reduce -1.3% |
| MS Morgan Stanley | 0.17% | 2,680 | $313K | Reduce -7.2% |
| TXN Texas Instruments Inc. | 0.16% | 1,698 | $305K | Add +2.3% |
| GOOG Alphabet Inc. Class C | 0.16% | 1,934 | $302K | Add +1.6% |
| IFRA iShares US Infrastructure | 0.16% | 6,527 | $294K | Reduce -68.4% |
| SPEM State Street SP PTF Em ETF | 0.15% | 7,286 | $287K | Reduce -15.9% |
| BLK BlackRock Inc. | 0.15% | 302 | $285K | Reduce -26.7% |
| AVGO Broadcom Inc. | 0.15% | 1,682 | $282K | Add +10.7% |
| GLD SPDR Gold Shares | 0.15% | 970 | $279K | Add +20.6% |
Portfolio Sells Q4 2024 → Q1 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -52.9% | 5.96% | −7.09 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -20.7% | 3.26% | −0.75 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.56 |
| SHYG iShares 0-5 YR HY Corp. Bond | Sold out | 0.00% | −0.48 |
| IFRA iShares US Infrastructure | Reduce -68.4% | 0.16% | −0.35 |
| GOVT iShares US Treasury Bond ETF | Sold out | 0.00% | −0.35 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.26 |
| MBB iShares MBS ETF | Sold out | 0.00% | −0.24 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -2.4% | 1.64% | −0.17 |
| MSFT Microsoft Corp. | Reduce -0.4% | 2.51% | −0.16 |
| PFF iShares Preferred & Income S | Reduce -55.1% | 0.12% | −0.15 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.6% | 1.21% | −0.11 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.11 |
| ARCC Ares Capital Corp. | Sold out | 0.00% | −0.11 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.10 |
| VGT Vanguard Info Tech ETF | Sold out | 0.00% | −0.10 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -3.3% | 1.52% | −0.09 |
| BLK BlackRock Inc. | Reduce -26.7% | 0.15% | −0.08 |
| NVDA Nvidia Corp. | Reduce -1.6% | 0.76% | −0.06 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -12.0% | 0.27% | −0.06 |
| MS Morgan Stanley | Reduce -7.2% | 0.17% | −0.04 |
| GS Goldman Sachs Group Inc. | Reduce -5.2% | 0.20% | −0.04 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -4.2% | 0.30% | −0.03 |
| IXUS iShares Core Intl Stock ETF | Reduce -9.5% | 0.81% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -2.9% | 0.14% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -1.9% | 0.35% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.9% | 0.31% | −0.02 |
| SPEM State Street SP PTF Em ETF | Reduce -15.9% | 0.15% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -11.3% | 0.17% | −0.02 |
| XT Ishar Fture Exp Tech ETF-Usd | Reduce -2.1% | 0.28% | −0.02 |
| RF Regions Financial Corp. | Reduce -0.6% | 0.15% | −0.01 |
| PKW Invesco Buyback Achievers Et | Reduce -2.9% | 0.27% | −0.01 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -0.1% | 0.47% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Reduce -1.9% | 0.26% | −0.01 |
| SNA Snap-on Inc. | Reduce -1.3% | 0.17% | −0.00 |
| ARAY Accuray Inc. | Reduce -2.7% | 0.01% | −0.00 |
| IVE iShares S&P 500 Value ETF | Reduce -1.4% | 1.43% | −0.00 |
| VXUS Vanguard Total Intl Stock | Reduce -4.6% | 0.13% | +0.00 |
| VOOV Vanguard S&P 500 Value ETF | Reduce -1.1% | 3.10% | +0.00 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -2.4% | 0.33% | +0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -3.3% | 0.43% | +0.01 |
| UNM Unum Group | Reduce -2.5% | 0.22% | +0.02 |
| ADP Automatic Data Processing | Reduce -0.4% | 0.47% | +0.02 |
| KR Kroger Co. | Reduce -1.4% | 0.19% | +0.02 |
| XOM Exxon Mobil Corp. | Reduce -3.9% | 0.25% | +0.03 |
| V Visa Inc. Class A | Reduce -0.8% | 0.48% | +0.03 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -1.7% | 0.62% | +0.03 |
| HIG Hartford Insurance Group Inc. | Reduce -0.2% | 0.25% | +0.03 |
| LLY Eli Lilly & Co. | Reduce -2.3% | 1.13% | +0.04 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -0.4% | 2.31% | +0.07 |
Portfolio Buys Q4 2024 → Q1 2025
| SCHX Schwab US Large-Cap ETF | New | 6.20% | +6.20 |
| IEFA iShares Core MSCI Eafe ETF | Add +121.5% | 3.24% | +1.88 |
| SCHZ Schwab US Aggregate Bond ETF | New | 0.67% | +0.67 |
| VYM Vanguard High DVD Yield ETF | Add +19.2% | 3.23% | +0.56 |
| PG The Procter & Gamble Co. | Add +24.8% | 1.57% | +0.40 |
| TLH iShares 10-20 Year Treasury | Add +130.3% | 0.40% | +0.24 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +30.9% | 0.82% | +0.19 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +14.2% | 1.02% | +0.14 |
| HSY The Hershey Co. | New | 0.13% | +0.13 |
| HDV iShares Core High Dividend E | Add +1.2% | 1.26% | +0.13 |
| IAU iShares Gold Trust | Add +44.3% | 0.31% | +0.12 |
| SCHD Schwab US DVD Equity ETF | Add +44.5% | 0.33% | +0.11 |
| GCOW Pacer Global Cash Cows Divid | Add +7.0% | 0.69% | +0.11 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +4.0% | 1.25% | +0.07 |
| VOO Vanguard S&P 500 ETF | Add +18.1% | 0.49% | +0.06 |
| COWG Pacer US LRG Cap Cows GR LD | Add +51.9% | 0.18% | +0.05 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | Add +25.6% | 0.28% | +0.05 |
| JNJ Johnson & Johnson | Add +2.1% | 0.36% | +0.05 |
| VZ Verizon Communications Inc. | Add +3.9% | 0.22% | +0.04 |
| GLD SPDR Gold Shares | Add +20.6% | 0.15% | +0.04 |
| AMGN Amgen Inc. | Add +4.3% | 0.26% | +0.04 |
| CVX Chevron Corp. | Add +0.7% | 0.26% | +0.04 |
| MCD McDonald's Corp. | Add +11.9% | 0.18% | +0.04 |
| DGRO iShares Core Dividend Growth | Add +12.7% | 0.28% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +11.7% | 0.14% | +0.03 |
| EEM iShares MSCI Emerging Market | Add +5.5% | 0.21% | +0.02 |
| DFAC Dimensional US Core Equity 2 | Add +7.3% | 0.64% | +0.02 |
| DFGP Dimensional GLBL Core PL Fix | Add +3.7% | 0.22% | +0.02 |
| BUFY Ftvest Lddrdintlmod Buff ETF | Add +6.1% | 0.14% | +0.02 |
| PEP Pepsico Inc. | Add +5.8% | 0.18% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +4.4% | 1.33% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.3% | 8.19% | +0.01 |
| CNQ Canadian Natural Resources | Add +2.8% | 0.14% | +0.01 |
| UPS United Parcel Service Class B | Add +6.8% | 0.15% | +0.01 |
| AOA iShares Core 80/20 Aggressiv | Add +2.1% | 0.26% | +0.01 |
| FIGS Figs Inc. Class A | Add +41.8% | 0.05% | +0.01 |
| JEPI JPMorgan Equity Premium Inco | Add +3.5% | 0.20% | +0.01 |
| COWZ Pacer US Cash Cows 100 ETF | Add +1.9% | 2.17% | +0.01 |
| TXN Texas Instruments Inc. | Add +2.3% | 0.16% | +0.01 |
| DVY iShares Select Dividend ETF | Add +0.1% | 0.15% | +0.01 |
| BUFS Ftvest Lddrdsmcpmod Buff ETF | Add +6.6% | 0.13% | +0.00 |
| DIVO Amplify CWP Enhan Divid ETF | Add +0.4% | 0.32% | +0.00 |
| GRAB Grab Holdings Ltd. Class A | Add +2.5% | 0.03% | +0.00 |
| MDY State Street SPDR S&P Midcap | Add +6.7% | 0.19% | +0.00 |
| HD Home Depot Inc. | Add +8.2% | 0.18% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +0.1% | 0.20% | +0.00 |
| PPTA Perpetua Resources Corp. | Add +3.1% | 0.10% | −0.00 |
| MRK Merck & Co. Inc. | Add +3.7% | 0.23% | −0.00 |
| LOW Lowe's Cos Inc. | Add +3.0% | 0.22% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +7.0% | 0.82% | −0.01 |