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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
KOCoca Cola Co
Recent Activity
Decreased -0.69%
0.39%
$723,921
10,074 shares@ $71.87 avg price
FDGAmerican Centy Etf Tr
Recent Activity
Decreased -2.33%
0.38%
$699,971
7,555 shares@ $92.66 avg price
TSLATesla Inc
Recent Activity
Decreased -8.8%
0.36%
$669,250
2,558 shares@ $261.64 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Decreased -58.55%
0.3%
$555,892
1,982 shares@ $280.48 avg price
SCHGSchwab Strategic Tr
Recent Activity
Decreased -14.64%
0.28%
$523,981
5,030 shares@ $104.18 avg price
BOTZGlobal X Fds
Recent Activity
Decreased -24.41%
0.25%
$454,915
14,150 shares@ $32.15 avg price
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -22.22%
0.23%
$418,460
14,000 shares@ $29.89 avg price
BUGGlobal X Fds
Recent Activity
Decreased -11.61%
0.19%
$341,998
11,050 shares@ $30.96 avg price
SCHDSchwab Strategic Tr
Recent Activity
Decreased -25.97%
0.18%
$330,235
3,907 shares@ $84.53 avg price
SMHVaneck Etf Trust
Recent Activity
Decreased -80.08%
0.16%
$283,689
1,156 shares@ $245.41 avg price