LANE BROTHERS & CO INC
84 holdingsFiling period: 2026-03-31Current AUM: $147.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | 351.0K | $17.8M | $17.7M | 12.04% | +19.1K | 2026-03-31 |
| 2 | FLTR | VANECK ETF TRUST | 621.9K | $15.8M | $15.9M | 10.81% | +33.1K | 2026-03-31 |
| 3 | AVDE | AMERICAN CENTY ETF TR | 90.6K | $7.7M | $8.3M | 5.61% | -2,344 | 2026-03-31 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 111.8K | $7.2M | $7.9M | 5.36% | -2,263 | 2026-03-31 |
| 5 | QGRO | AMERICAN CENTY ETF TR | 66.1K | $6.9M | $7.6M | 5.13% | -11,857 | 2026-03-31 |
| 6 | RSPA | INVESCO ACTIVELY MANAGED EXC | 130.1K | $6.5M | $7.0M | 4.75% | +11.8K | 2026-03-31 |
| 7 | IVV | ISHARES TR | 9.6K | $6.3M | $7.2M | 4.88% | -813 | 2026-03-31 |
| 8 | AVUS | AMERICAN CENTY ETF TR | 41.7K | $4.6M | $5.3M | 3.61% | -4,459 | 2026-03-31 |
| 9 | IFRA | ISHARES TR | 68.3K | $3.9M | $4.1M | 2.81% | -2,437 | 2026-03-31 |
| 10 | PAVE | GLOBAL X FDS | 69.2K | $3.5M | $3.9M | 2.65% | -5,061 | 2026-03-31 |
| 11 | NVDA | NVIDIA CORPORATION | 18.8K | $3.3M | $3.8M | 2.57% | -102 | 2026-03-31 |
| 12 | AIRR | FIRST TR EXCHANGE TRADED FD | 26.8K | $3.0M | $3.1M | 2.13% | -4,462 | 2026-03-31 |
| 13 | SPTM | SPDR SERIES TRUST | 32.7K | $2.6M | $3.0M | 2.01% | -4,526 | 2026-03-31 |
| 14 | XLE | SELECT SECTOR SPDR TR | 38.5K | $2.4M | $2.3M | 1.56% | +4.5K | 2026-03-31 |
| 15 | XME | SPDR SERIES TRUST | 21.7K | $2.3M | $2.2M | 1.48% | +1.9K | 2026-03-31 |
| 16 | LVHI | LEGG MASON ETF INVT | 57.7K | $2.3M | $2.5M | 1.67% | +3.3K | 2026-03-31 |
| 17 | FYLD | CAMBRIA ETF TR | 60.2K | $2.2M | $2.4M | 1.60% | +2.6K | 2026-03-31 |
| 18 | DIVI | FRANKLIN TEMPLETON ETF TR | 55.2K | $2.2M | $2.4M | 1.63% | +2.2K | 2026-03-31 |
| 19 | AAPL | APPLE INC | 7.9K | $2.0M | $2.5M | 1.66% | +200 | 2026-03-31 |
| 20 | XLU | SELECT SECTOR SPDR TR | 43.5K | $2.0M | $1.9M | 1.31% | +5.7K | 2026-03-31 |
| 21 | JIRE | J P MORGAN EXCHANGE TRADED F | 22.4K | $1.7M | $1.9M | 1.27% | +1.5K | 2026-03-31 |
| 22 | VTI | VANGUARD INDEX FDS | 5.0K | $1.6M | $1.9M | 1.26% | -- | 2026-03-31 |
| 23 | BUCK | SIMPLIFY EXCHANGE TRADED FUN | 67.2K | $1.6M | $1.6M | 1.06% | -- | 2026-03-31 |
| 24 | MSFT | MICROSOFT CORP | 3.9K | $1.4M | $1.8M | 1.23% | -32 | 2026-03-31 |
| 25 | FLOT | ISHARES TR | 28.1K | $1.4M | $1.4M | 0.97% | -1,997 | 2026-03-31 |
← Scroll →
Page 1 of 4