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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
AMZNAmazon Com Inc
Recent Activity
Increased 7.34%
1.61%
$3.016M
16,188 shares@ $186.33 avg price
SGOVIshares Tr
Recent Activity
Increased 310.62%
1.49%
$2.789M
27,692 shares@ $100.72 avg price
SPHQInvesco Exchange Traded Fd T
Recent Activity
Increased 455.7%
1.29%
$2.424M
36,031 shares@ $67.27 avg price
CGDVCapital Group Dividend Value
Recent Activity
Increased 6.72%
0.95%
$1.773M
48,648 shares@ $36.45 avg price
INDYIshares Tr
Recent Activity
Increased 40.89%
0.91%
$1.697M
30,150 shares@ $56.3 avg price
VRTVertiv Holdings Co
Recent Activity
Increased 39.83%
0.84%
$1.572M
15,800 shares@ $99.5 avg price
RCSPimco Strategic Income Fd
Recent Activity
Increased 37.09%
0.81%
$1.507M
195,999 shares@ $7.7 avg price
HYDVaneck Etf Trust
Recent Activity
Increased 24.45%
0.74%
$1.378M
25,968 shares@ $53.08 avg price
HYGIshares Tr
Recent Activity
Increased 9.84%
0.66%
$1.238M
15,417 shares@ $80.3 avg price
JUNMFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 48.47%
0.56%
$1.044M
33,220 shares@ $31.42 avg price