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Robert B. LaRue

@Owen Larue, Llc

Latest period2024 - Q3ReportedManaged Assets$188.306MTotal holdings95
Assets growth rate16.53%Assets growth rate (2-Q avg)8.82%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Owen Larue, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 95 positions.

Assets under management

The assets under management (AUM) of Owen Larue, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 188.306M in assets, with a quarterly growth rate of 16.53% and a 2-quarter average growth rate of 8.82%. The portfolio is managed by Robert B. LaRue, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
EDVVanguard World Fd
Recent Activity
Increased 16.33%
6.88%
$12.944M
162,452 shares@ $79.69 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 6.38%
5.07%
$9.532M
19,530 shares@ $488.07 avg price
LGOVFirst Tr Exchange-traded Fd
Recent Activity
Increased 7.94%
3.91%
$7.362M
328,668 shares@ $22.41 avg price
FIIGFirst Tr Exchange-traded Fd
Recent Activity
Increased 10.2%
2.98%
$5.593M
261,739 shares@ $21.37 avg price
SDVYFirst Tr Exchange-traded Fd
Recent Activity
Increased 18.63%
2.53%
$4.757M
130,762 shares@ $36.39 avg price
PLTRPalantir Technologies Inc
Recent Activity
Increased 23.52%
2.5%
$4.704M
126,463 shares@ $37.21 avg price
DNPDnp Select Income Fd Inc
Recent Activity
Increased 317.56%
2.33%
$4.369M
435,202 shares@ $10.05 avg price
GRIDFirst Tr Exchange Traded Fd
Recent Activity
Increased 4.58%
2.1%
$3.938M
30,946 shares@ $127.25 avg price
WMTWalmart Inc
Recent Activity
Increased 16.09%
1.73%
$3.239M
40,112 shares@ $80.76 avg price
SHYGIshares Tr
Recent Activity
Increased 25.74%
1.62%
$3.038M
69,970 shares@ $43.42 avg price