Lane & Associates LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2024-12-31 to 2025-03-31, Lane & Associates LLC opened 1 positions, added to 24, reduced 17, sold out of 4 and left 1 unchanged. The largest increase in value was PG (+$639,209); the largest decrease was MSFT (-$514,965).
- PG: Country of operation United States; Class COM; Shares 2024-12-31 13,712; Shares 2025-03-31 17,107.
- IAU: Country of operation United States; Class ISHARES NEW; Shares 2024-12-31 6,687; Shares 2025-03-31 9,647.
- AAPL: Country of operation United States; Class COM; Shares 2024-12-31 16,670; Shares 2025-03-31 16,836.
- TSLA: Country of operation United States; Class COM; Shares 2024-12-31 1,496; Shares 2025-03-31 1,706.
Two Form 13F-HR filings compared (SEC CIK 2018909): 2024-12-31 (filed 2025-02-03) and 2025-03-31 (filed 2025-05-01). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2024-12-31 | Shares 2025-03-31 | Share change | Value 2024-12-31 | Value 2025-03-31 | Value change |
|---|
PG
PROCTER AND GAMBLE CO | United States | COM | 13,712 | 17,107 | +3,395 | $2,276,103 | $2,915,312 | +$639,209 |
|---|
IAU
ISHARES GOLD TR | United States | ISHARES NEW | 6,687 | 9,647 | +2,960 | $353,542 | $568,787 | +$215,245 |
|---|
AAPL
APPLE INC | United States | COM | 16,670 | 16,836 | +166 | $3,934,213 | $3,739,766 | -$194,447 |
|---|
TSLA
TESLA INC | United States | COM | 1,496 | 1,706 | +210 | $605,282 | $442,127 | -$163,155 |
|---|
AMZN
AMAZON COM INC | United States | COM | 3,536 | 3,628 | +92 | $840,436 | $690,263 | -$150,173 |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 1,904 | 1,934 | +30 | $391,484 | $302,200 | -$89,284 |
|---|
GLD
SPDR GOLD TR | United States | GOLD SHS | 804 | 970 | +166 | $207,882 | $279,496 | +$71,614 |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 3,903 | 3,985 | +82 | $593,766 | $660,934 | +$67,168 |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 8,613 | 8,948 | +335 | $339,264 | $405,886 | +$66,622 |
|---|
AMGN
AMGEN INC | United States | COM | 1,499 | 1,563 | +64 | $427,824 | $487,077 | +$59,253 |
|---|
MCD
MCDONALDS CORP | United States | COM | 934 | 1,045 | +111 | $269,781 | $326,489 | +$56,708 |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 444 | 496 | +52 | $208,089 | $264,160 | +$56,071 |
|---|
CVX
CHEVRON CORP NEW | United States | COM | 2,831 | 2,851 | +20 | $422,390 | $476,985 | +$54,595 |
|---|
AVGO
BROADCOM INC | United States | COM | 1,519 | 1,682 | +163 | $336,196 | $281,667 | -$54,529 |
|---|
LOW
LOWES COS INC | United States | COM | 1,705 | 1,756 | +51 | $443,299 | $409,516 | -$33,783 |
|---|
MRK
MERCK & CO INC | United States | COM | 4,641 | 4,811 | +170 | $458,630 | $431,841 | -$26,789 |
|---|
PEP
PEPSICO INC | United States | COM | 2,099 | 2,221 | +122 | $316,373 | $332,991 | +$16,618 |
|---|
HD
HOME DEPOT INC | United States | COM | 830 | 898 | +68 | $342,147 | $329,206 | -$12,941 |
|---|
PPTA
PERPETUA RESOURCES CORP | | COM | 15,987 | 16,487 | +500 | $188,647 | $176,246 | -$12,401 |
|---|
FIGS
FIGS INC | United States | CL A | 15,100 | 21,405 | +6,305 | $85,919 | $98,249 | +$12,330 |
|---|
CNQ
CANADIAN NAT RES LTD | | COM | 7,927 | 8,149 | +222 | $240,584 | $250,989 | +$10,405 |
|---|
UPS
UNITED PARCEL SERVICE INC | United States | CL B | 2,292 | 2,449 | +157 | $261,812 | $269,340 | +$7,528 |
|---|
TXN
TEXAS INSTRS INC | United States | COM | 1,660 | 1,698 | +38 | $306,377 | $305,046 | -$1,331 |
|---|
GRAB
GRAB HOLDINGS LIMITED | | CLASS A ORD | 12,735 | 13,052 | +317 | $58,326 | $59,126 | +$800 |
|---|
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