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  Name: Lane & Associates LLC
  City: MOORESTOWN
  State: NJ
  Zip: 08057
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $158,876,000
  Total Value Change : $21,432,000
  Securities Held Change : 11
   
All Securities Held : 113
  New Positions : 12
  Closed Positions : 2
  Increased Positions : 59
  Unchanged Positions : 4
  Decreased Positions : 38

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 2     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MMM)1 Year Chart         MMM 3M Co 115 Closed $104.86 $0 0 0% -207,000 -1,895 0    Conglomerates
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 114 Closed $48.34 $0 0 0% -312,000 -6,169 0    Networking & Communic...

      2 Records Found
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