$91.6 Million is the total value of Owen LaRue, LLC's 70 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 4 | Q3 2023 | 13.9% |
| PACER FDS TR | 4 | Q3 2023 | 9.0% |
| FIRST TR EXCH TRADED FD III | 4 | Q3 2023 | 4.8% |
| ISHARES TR | 4 | Q3 2023 | 6.9% |
| CHEVRON CORP NEW | 4 | Q3 2023 | 3.7% |
| MERCK & CO INC | 4 | Q3 2023 | 3.9% |
| INVESCO QQQ TR | 4 | Q3 2023 | 5.9% |
| MICROSOFT CORP | 4 | Q3 2023 | 4.5% |
| JPMORGAN CHASE & CO | 4 | Q3 2023 | 4.0% |
| AMAZON COM INC | 4 | Q3 2023 | 2.6% |
View Owen LaRue, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-16 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-16 |
| 13F-HR | 2023-02-14 |
View Owen LaRue, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.