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Owen LaRue, LLC

Portfolio Manager
Owen LaRue, LLC
Performance
-3.92% (2026 Q1)
AUM (13F)
$260.53M
# of Holdings
128
Performance Rank
Allocation (Top 20)
58.99%

Owen LaRue, LLC Holdings Map

Top 50 Owen LaRue, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SGOV
ISHARES TR
8.03%207.9K$20.9M
-16.06%(-39.79K)
2025-Q1: 251.4K shares2025-Q2: 232.8K shares2025-Q3: 254.4K shares2025-Q4: 247.7K shares2026-Q1: 207.9K shares
$100.54(-0.03%)
2026-03-31
CSHI
NEOS ETF TRUST
5.35%280.2K$14.0M
+322.64%(+213.94K)
2025-Q1: 15.3K shares2025-Q2: 29.1K shares2025-Q3: 38.5K shares2025-Q4: 66.3K shares2026-Q1: 280.2K shares
$49.75(-0.03%)
2026-03-31
QQQ
INVESCO QQQ TR
5.19%23.4K$13.5M
+4.70%(+1.05K)
2025-Q1: 20.5K shares2025-Q2: 20.9K shares2025-Q3: 21.7K shares2025-Q4: 22.4K shares2026-Q1: 23.4K shares
$395.80(+80.57%)
2026-03-31
AAPL
APPLE INC
4.6%47.2K$12.0M
-0.89%(-423)
2025-Q1: 52.7K shares2025-Q2: 52.5K shares2025-Q3: 48.6K shares2025-Q4: 47.6K shares2026-Q1: 47.2K shares
$143.29(+108.58%)
2026-03-31
COWZ
PACER FDS TR
4.4%183.1K$11.5M
-0.75%(-1.39K)
2025-Q1: 188.0K shares2025-Q2: 187.5K shares2025-Q3: 190.0K shares2025-Q4: 184.5K shares2026-Q1: 183.1K shares
$47.67(+32.08%)
2026-03-31
PLTR
PALANTIR TECHNOLOGIES INC
4.24%75.6K$11.1M
-4.51%(-3.57K)
2025-Q1: 105.8K shares2025-Q2: 87.5K shares2025-Q3: 83.0K shares2025-Q4: 79.1K shares2026-Q1: 75.6K shares
$17.91(+626.02%)
2026-03-31
JPM
JPMORGAN CHASE & CO
3.2%28.3K$8.3M
-7.10%(-2.17K)
2025-Q1: 37.2K shares2025-Q2: 38.0K shares2025-Q3: 30.9K shares2025-Q4: 30.5K shares2026-Q1: 28.3K shares
$154.08(+94.87%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.89%43.1K$7.5M
-4.42%(-1.99K)
2025-Q1: 51.7K shares2025-Q2: 50.5K shares2025-Q3: 52.9K shares2025-Q4: 45.1K shares2026-Q1: 43.1K shares
$48.04(+370.09%)
2026-03-31
SDVY
FIRST TR EXCHANGE TRADED FD
2.49%164.6K$6.5M
+9.86%(+14.78K)
2025-Q1: 130.3K shares2025-Q2: 122.0K shares2025-Q3: 222.0K shares2025-Q4: 149.9K shares2026-Q1: 164.6K shares
$32.71(+25.65%)
2026-03-31
FIIG
FIRST TR EXCHANGE-TRADED FD
2.31%290.5K$6.0M
-10.16%(-32.87K)
2025-Q1: 266.1K shares2025-Q2: 306.6K shares2025-Q3: 334.6K shares2025-Q4: 323.4K shares2026-Q1: 290.5K shares
$3023.47(-99.31%)
2026-03-31

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