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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
CGGRCapital Group Growth Etf
Recent Activity
Increased 15.37%
0.47%
$880,560
25,311 shares@ $34.79 avg price
VOTVanguard Index Fds
Recent Activity
Increased 15.11%
0.39%
$720,006
2,957 shares@ $243.5 avg price
IWPIshares Tr
Recent Activity
Increased 0.14%
0.33%
$602,662
5,138 shares@ $117.3 avg price
BALLBall Corp
Recent Activity
Increased 3.35%
0.29%
$531,436
7,826 shares@ $67.91 avg price
FVDFirst Tr Value Line Divid In
Recent Activity
Increased 35.01%
0.25%
$456,715
10,040 shares@ $45.49 avg price
AVGOBroadcom Inc
Recent Activity
Increased 893.31%
0.2%
$358,110
2,076 shares@ $172.5 avg price
MTUMIshares Tr
Recent Activity
Increased 32.18%
0.19%
$354,927
1,750 shares@ $202.82 avg price
TDIVFirst Tr Exchange-traded Fd
Recent Activity
Increased 15.34%
0.18%
$330,418
4,115 shares@ $80.3 avg price
RTXRtx Corporation
Recent Activity
Increased 8.56%
0.15%
$278,210
2,296 shares@ $121.18 avg price
MLPAGlobal X Fds
Recent Activity
Increased 0.94%
0.15%
$268,144
5,589 shares@ $47.98 avg price