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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

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Holdings Found : 4     View All Holdings Currently Viewing:  Unchanged 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
   (LLY)1 Year Chart         LLY Eli Lilly & Co 22 - $771.12 $2,041,000 2,623 1.28% 512,000 0 0    Drug Manufacturers - ...
   (DGRW)1 Year Chart         DGRW Wisdomtree Us Dividend Grow... 63 - $76.60 $483,000 6,338 0.3% 38,000 0 0.005    N/A
   (IOO)1 Year Chart         IOO iShares S&P Global 100 Index 82 - $92.63 $327,000 3,656 0.21% 33,000 0 0.008    Closed - End Fund - E...
   (PPTA)1 Year Chart         PPTA Perpetua Resources 112 - $5.69 $54,000 12,892 0.03% 13,000 0 0.027    N/A

      4 Records Found
  1    
Page 1 of 1
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