LANE BROTHERS & CO INC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LB LANE BROTHERS & CO INC | Institutional Filer | — | $137.2M | 83 |
Current Portfolio Holdings
Showing all 83 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | — | 351K | $17.8M | 12.95% |
| 2 | FLTR | VANECK ETF TRUST | — | 622K | $15.8M | 11.55% |
| 3 | AVDE | AMERICAN CENTY ETF TR | — | 91K | $7.7M | 5.60% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | — | 112K | $7.2M | 5.22% |
| 5 | QGRO | AMERICAN CENTY ETF TR | — | 66K | $6.9M | 5.06% |
| 6 | RSPA | INVESCO ACTIVELY MANAGED EXC | — | 130K | $6.5M | 4.74% |
| 7 | IVV | ISHARES TR | — | 10K | $6.3M | 4.56% |
| 8 | AVUS | AMERICAN CENTY ETF TR | — | 42K | $4.6M | 3.38% |
| 9 | IFRA | ISHARES TR | — | 68K | $3.9M | 2.85% |
| 10 | PAVE | GLOBAL X FDS | — | 69K | $3.5M | 2.56% |
| 11 | NVDA | NVIDIA Corporation | Technology | 19K | $3.3M | 2.39% |
| 12 | AIRR | FIRST TR EXCHANGE TRADED FD | — | 27K | $3.0M | 2.16% |
| 13 | SPTM | SPDR SERIES TRUST | — | 33K | $2.6M | 1.88% |
| 14 | XLE | Energy Select Sector SPDR Fund | — | 39K | $2.4M | 1.72% |
| 15 | XME | SPDR SERIES TRUST | — | 22K | $2.3M | 1.71% |
Showing 1 to 15 of 83 holdings