Oliver Lagore Vanvalin Investment Group
Latest statistics and disclosures from Oliver Lagore Vanvalin Investment Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, RSP, BIL, QQQ, JPST, and represent 41.17% of Oliver Lagore Vanvalin Investment Group's stock portfolio.
- Added to shares of these 10 stocks: RSP (+$13M), BIL (+$9.0M), URNM (+$5.2M), TLT (+$5.0M), ARKK, IWM, HRTS, BALT, SPRX, IEF.
- Started 96 new stock positions in SLF, XONE, LOGI, CCLP, KRE, ZALT, BBVA, ELAN, AEM, KGS.
- Reduced shares in these 10 stocks: SPY (-$8.4M), SGOV (-$8.0M), AAAU, SMCI, TIP, IEI, NKE, IVV, XEL, JNJ.
- Sold out of its positions in AGNC, JULW, SEPW, AUGW, AUGT, JUNW, MAYW, FEBW, JANW, SIXJ.
- Oliver Lagore Vanvalin Investment Group was a net buyer of stock by $53M.
- Oliver Lagore Vanvalin Investment Group has $341M in assets under management (AUM), dropping by 26.73%.
- Central Index Key (CIK): 0001907568
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Portfolio Holdings for Oliver Lagore Vanvalin Investment Group
Oliver Lagore Vanvalin Investment Group holds 735 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Oliver Lagore Vanvalin Investment Group has 735 total positions. Only the first 250 positions are shown.
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- Download the Oliver Lagore Vanvalin Investment Group March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 22.8 | $78M | -9% | 149k | 523.07 |
|
| Invesco S&p 500 Equal Weight Etf (RSP) | 6.4 | $22M | +147% | 129k | 169.37 |
|
| Spdr Ser Tr 1 3 hgh yield (BIL) | 5.5 | $19M | +93% | 204k | 91.80 |
|
| Invesco Qqq Trust Series 1 (QQQ) | 3.2 | $11M | +19% | 25k | 443.99 |
|
| J P Morgan Exchange Traded F ultra shrt (JPST) | 3.2 | $11M | +26% | 215k | 50.45 |
|
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 2.4 | $8.1M | +48% | 86k | 94.66 |
|
| Goldman Sachs Physical Gold (AAAU) | 2.3 | $7.8M | -35% | 354k | 21.99 |
|
| SPDR DJ Wilshire Large Cap (SPLG) | 2.2 | $7.4M | +16% | 120k | 61.53 |
|
| Invesco Nasdaq 100 Etf (QQQM) | 2.0 | $6.8M | +15% | 37k | 182.69 |
|
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 2.0 | $6.7M | +296% | 71k | 94.62 |
|
| Ark Etf Tr innovation etf (ARKK) | 1.6 | $5.6M | +598% | 111k | 50.08 |
|
| Sprott Fds Tr Uranium Miners E (URNM) | 1.5 | $5.2M | +35277% | 106k | 49.29 |
|
| Amazon (AMZN) | 1.5 | $5.1M | +25% | 28k | 180.38 |
|
| iShares Russell 2000 Index (IWM) | 1.3 | $4.5M | +8669% | 21k | 210.30 |
|
| Fidelity Comwlth Tr ndq cp idx trk (ONEQ) | 1.3 | $4.4M | +5% | 68k | 64.40 |
|
| Tema Etf Trust (HRTS) | 1.2 | $4.2M | NEW | 122k | 34.18 |
|
| Microsoft Corporation (MSFT) | 1.2 | $3.9M | +19% | 9.4k | 420.73 |
|
| Innovator Etfs Tr (BALT) | 1.1 | $3.9M | NEW | 132k | 29.26 |
|
| Apple (AAPL) | 1.1 | $3.7M | +20% | 22k | 171.48 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.9 | $3.2M | +27% | 21k | 150.93 |
|
| Invesco Global Short etf - e (PGHY) | 0.9 | $3.0M | -5% | 153k | 19.72 |
|
| Facebook Inc cl a (META) | 0.8 | $2.9M | -5% | 6.0k | 485.55 |
|
| Listed Fd Tr (SPRX) | 0.8 | $2.7M | NEW | 117k | 23.45 |
|
| Energy Select Sector SPDR (XLE) | 0.7 | $2.5M | +30% | 27k | 94.41 |
|
| Advanced Micro Devices (AMD) | 0.7 | $2.4M | +4830% | 13k | 180.49 |
|
| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.7 | $2.3M | -37% | 20k | 115.81 |
|
| Carlisle Companies (CSL) | 0.7 | $2.2M | +16% | 5.7k | 391.88 |
|
| iShares S&P 500 Index (IVV) | 0.6 | $2.1M | -37% | 4.0k | 525.73 |
|
| Invesco Emerging Markets S etf (PCY) | 0.6 | $2.1M | -4% | 101k | 20.46 |
|
| Total (TTE) | 0.6 | $2.0M | +56% | 29k | 68.83 |
|
| Grayscale Bitcoin Ord (GBTC) | 0.6 | $1.9M | NEW | 30k | 63.17 |
|
| Novo Nordisk A/S (NVO) | 0.6 | $1.9M | +22% | 15k | 128.40 |
|
| Asml Holding (ASML) | 0.6 | $1.9M | +5% | 2.0k | 970.36 |
|
| Occidental Petroleum Corporation (OXY) | 0.6 | $1.9M | +35% | 29k | 64.99 |
|
| Jp Morgan Exchange Traded Fd fund (JQUA) | 0.6 | $1.9M | +38% | 36k | 52.87 |
|
| Adobe Systems Incorporated (ADBE) | 0.5 | $1.7M | +89% | 3.4k | 504.60 |
|
| Ishares Tr core tl usd bd (IUSB) | 0.5 | $1.7M | +18% | 38k | 45.59 |
|
| Fiserv (FI) | 0.5 | $1.7M | +13% | 11k | 159.82 |
|
| Nextera Energy (NEE) | 0.5 | $1.7M | +54% | 26k | 63.91 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $1.7M | +85% | 8.4k | 200.31 |
|
| Health Care SPDR (XLV) | 0.5 | $1.7M | -10% | 11k | 147.73 |
|
| Berkshire Hathaway (BRK.B) | 0.5 | $1.7M | +33% | 4.0k | 420.52 |
|
| Ishares 0-3 Month Treasury Bd Etf (SGOV) | 0.5 | $1.6M | -83% | 16k | 100.71 |
|
| Agnico (AEM) | 0.5 | $1.6M | NEW | 27k | 59.65 |
|
| Intuitive Surgical (ISRG) | 0.5 | $1.6M | +7% | 4.0k | 399.09 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $1.6M | +294% | 1.8k | 903.49 |
|
| Tesla Motors (TSLA) | 0.5 | $1.6M | +48% | 9.0k | 175.80 |
|
| Intuit (INTU) | 0.5 | $1.6M | +27% | 2.4k | 649.93 |
|
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.4 | $1.5M | +35% | 4.8k | 320.59 |
|
| MercadoLibre (MELI) | 0.4 | $1.5M | +31% | 995.00 | 1511.96 |
|
| Tyler Technologies (TYL) | 0.4 | $1.5M | +17% | 3.4k | 425.05 |
|
| Palo Alto Networks (PANW) | 0.4 | $1.4M | +17% | 4.9k | 284.13 |
|
| Agilent Technologies Inc C ommon (A) | 0.4 | $1.4M | +34% | 9.3k | 145.51 |
|
| MasterCard Incorporated (MA) | 0.4 | $1.3M | +16% | 2.8k | 481.54 |
|
| Chevron Corporation (CVX) | 0.4 | $1.3M | +6% | 8.4k | 157.74 |
|
| Alibaba Group Holding (BABA) | 0.4 | $1.3M | +101% | 18k | 72.36 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $1.3M | 1.8k | 732.68 |
|
|
| Super Micro Computer (SMCI) | 0.3 | $1.2M | -64% | 1.1k | 1010.03 |
|
| Deere & Company (DE) | 0.3 | $1.1M | +59% | 2.8k | 410.67 |
|
| Celsius Holdings (CELH) | 0.3 | $1.1M | -2% | 13k | 82.92 |
|
| Oracle Corporation (ORCL) | 0.3 | $1.1M | +24% | 8.5k | 125.61 |
|
| Snowflake Inc Cl A (SNOW) | 0.3 | $1.1M | +81% | 6.5k | 161.60 |
|
| Pepsi (PEP) | 0.3 | $1.0M | +35% | 5.9k | 175.00 |
|
| SPDR KBW Regional Banking Put Option (KRE) | 0.3 | $1.0M | NEW | 20k | 50.28 |
|
| Direxion Auspice Broad Commodity (COM) | 0.3 | $929k | -35% | 33k | 28.30 |
|
| Danaher Corporation (DHR) | 0.3 | $912k | +134% | 3.7k | 249.73 |
|
| AstraZeneca (AZN) | 0.3 | $893k | +94021% | 13k | 67.75 |
|
| Broadcom (AVGO) | 0.3 | $889k | +1327% | 671.00 | 1325.42 |
|
| Texas Instruments Incorporated (TXN) | 0.3 | $884k | +358% | 5.1k | 174.22 |
|
| Hershey Company (HSY) | 0.3 | $883k | +94% | 4.5k | 194.50 |
|
| Fidelity consmr staples (FSTA) | 0.3 | $874k | -37% | 18k | 47.58 |
|
| Waste Connections (WCN) | 0.2 | $828k | 4.8k | 172.01 |
|
|
| iShares S&P MidCap 400 Index (IJH) | 0.2 | $783k | +598% | 13k | 60.74 |
|
| Lam Research Corporation (LRCX) | 0.2 | $744k | -2% | 766.00 | 971.73 |
|
| Utilities SPDR (XLU) | 0.2 | $702k | -30% | 11k | 65.65 |
|
| Northrop Grumman Corporation (NOC) | 0.2 | $692k | +28% | 1.4k | 478.66 |
|
| Phillips Edison & Co (PECO) | 0.2 | $690k | +37% | 19k | 35.87 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $689k | +128% | 885.00 | 777.99 |
|
| Amer (UHAL) | 0.2 | $682k | +12% | 10k | 67.54 |
|
| Stryker Corporation (SYK) | 0.2 | $638k | 1.8k | 357.85 |
|
|
| Ishares Msci Usa Quality Facto invalid (QUAL) | 0.2 | $584k | -15% | 3.6k | 164.35 |
|
| Blackrock Etf Trust us eqt factor (DYNF) | 0.2 | $567k | NEW | 13k | 44.40 |
|
| Vanguard Information Technology ETF (VGT) | 0.2 | $567k | -41% | 1.1k | 524.16 |
|
| Valero Energy Corporation (VLO) | 0.2 | $549k | -20% | 3.2k | 170.71 |
|
| Sherwin-Williams Company (SHW) | 0.2 | $526k | -24% | 1.5k | 347.25 |
|
| DTE Energy Company (DTE) | 0.1 | $496k | -54% | 4.4k | 112.13 |
|
| Procter & Gamble Company (PG) | 0.1 | $463k | -54% | 2.9k | 162.24 |
|
| Ferrari Nv Ord (RACE) | 0.1 | $460k | NEW | 1.1k | 435.94 |
|
| iShares Lehman MBS Bond Fund (MBB) | 0.1 | $454k | -6% | 4.9k | 92.41 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $446k | -11% | 3.8k | 116.25 |
|
| Ishares Tr rus200 grw idx (IWY) | 0.1 | $445k | -37% | 2.3k | 195.14 |
|
| iShares S&P 500 Growth Index (IVW) | 0.1 | $437k | +129% | 5.2k | 84.45 |
|
| McDonald's Corporation (MCD) | 0.1 | $425k | 1.5k | 281.97 |
|
|
| iShares MSCI EAFE Value Index (EFV) | 0.1 | $417k | -39% | 7.7k | 54.40 |
|
| iShares MSCI EAFE Growth Index (EFG) | 0.1 | $409k | -15% | 3.9k | 103.78 |
|
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.1 | $378k | -62% | 951.00 | 397.75 |
|
| Visa (V) | 0.1 | $374k | -3% | 1.3k | 279.08 |
|
| Merck & Co (MRK) | 0.1 | $372k | 2.8k | 131.96 |
|
|
| iShares S&P 500 Value Index (IVE) | 0.1 | $343k | +91750% | 1.8k | 186.81 |
|
| Innovator Equity Defined Protection Etf - 2 Yr To January 2026 | 0.1 | $314k | NEW | 13k | 24.90 |
|
| Ishares Ibonds Dec 2025 Term T (IBTF) | 0.1 | $302k | +1440% | 13k | 23.23 |
|
| Northern Lts Fd Tr Iv inspire 100etf (BIBL) | 0.1 | $286k | +19% | 7.4k | 38.91 |
|
| Netflix (NFLX) | 0.1 | $285k | -19% | 469.00 | 607.33 |
|
| Wal-Mart Stores (WMT) | 0.1 | $284k | +197% | 4.7k | 60.17 |
|
| Target Corporation (TGT) | 0.1 | $271k | 1.5k | 177.21 |
|
|
| iShares Silver Trust (SLV) | 0.1 | $267k | +15% | 12k | 22.75 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $267k | -3% | 1.3k | 201.52 |
|
| Timothy Plan us lrg cap cor (TPLC) | 0.1 | $264k | +22% | 6.3k | 42.11 |
|
| Southern Company (SO) | 0.1 | $256k | -23% | 3.6k | 71.74 |
|
| Ishares Ibonds Dec 2026 Term T (IBTG) | 0.1 | $254k | +1453% | 11k | 22.71 |
|
| Ishares Ibonds Dec 2024 Term T (IBTE) | 0.1 | $253k | +1449% | 11k | 23.94 |
|
| Ford Motor Company (F) | 0.1 | $253k | +94% | 19k | 13.28 |
|
| iShares Dow Jones US Technology (IYW) | 0.1 | $253k | -8% | 1.9k | 135.05 |
|
| Nike (NKE) | 0.1 | $243k | -84% | 2.6k | 93.98 |
|
| Intel Corporation (INTC) | 0.1 | $242k | +3% | 5.5k | 44.17 |
|
| Alphabet Inc Class C cs (GOOG) | 0.1 | $228k | +104% | 1.5k | 152.26 |
|
| CMS Energy Corporation (CMS) | 0.1 | $226k | -13% | 3.7k | 60.34 |
|
| Johnson & Johnson (JNJ) | 0.1 | $223k | -76% | 1.4k | 158.21 |
|
| Servicenow (NOW) | 0.1 | $213k | +365% | 279.00 | 762.40 |
|
| SPDR Gold Trust (GLD) | 0.1 | $208k | -27% | 1.0k | 205.72 |
|
| iShares S&P NA Tec. Semi. Idx (SOXX) | 0.1 | $206k | NEW | 911.00 | 225.99 |
|
| Home Depot (HD) | 0.1 | $205k | 534.00 | 383.60 |
|
|
| Cisco Systems (CSCO) | 0.1 | $201k | +5% | 4.0k | 49.91 |
|
| Blackrock Etf Trust Ii (BINC) | 0.1 | $196k | NEW | 3.7k | 52.46 |
|
| Nfj Dividend Interest (NFJ) | 0.1 | $196k | 15k | 12.78 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $193k | -15% | 2.0k | 97.52 |
|
| Northern Lts Fd Tr Iv intrntinl esg (WWJD) | 0.1 | $188k | +25% | 6.3k | 30.02 |
|
| Clean Harbors (CLH) | 0.1 | $186k | +2% | 925.00 | 201.31 |
|
| Timothy Plan hig dv stk etf (TPHD) | 0.1 | $183k | +24% | 5.1k | 36.17 |
|
| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.1 | $176k | 13k | 13.36 |
|
|
| Progressive Corporation (PGR) | 0.1 | $176k | +3% | 851.00 | 206.84 |
|
| Ishares Tr rus200 val idx (IWX) | 0.1 | $175k | -38% | 2.3k | 76.32 |
|
| Ishares Msci Global Gold Min etp (RING) | 0.1 | $175k | +108% | 6.9k | 25.29 |
|
| Ishares Inc msci emrg chn (EMXC) | 0.1 | $172k | +126% | 3.0k | 57.57 |
|
| Moderna (MRNA) | 0.0 | $169k | +1307% | 1.6k | 106.56 |
|
| Innovator Etfs Tr s&p 500 power (PJAN) | 0.0 | $164k | NEW | 4.2k | 39.11 |
|
| Liberty All-Star Equity Fund (USA) | 0.0 | $163k | 23k | 7.15 |
|
|
| Ishares Tr hdg msci eafe (HEFA) | 0.0 | $163k | NEW | 4.7k | 34.88 |
|
| Graphic Packaging Holding Company (GPK) | 0.0 | $163k | 5.6k | 29.18 |
|
|
| Vanguard Mortgage Bkd Sects ETF (VMBS) | 0.0 | $159k | -38% | 3.5k | 45.62 |
|
| Emerson Electric (EMR) | 0.0 | $158k | 1.4k | 113.42 |
|
|
| Ishares Inc core msci emkt (IEMG) | 0.0 | $157k | -56% | 3.0k | 51.60 |
|
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $154k | +390% | 1.9k | 81.65 |
|
| LKQ Corporation (LKQ) | 0.0 | $153k | -2% | 2.9k | 53.42 |
|
| Berry Plastics (BERY) | 0.0 | $152k | +4% | 2.5k | 60.48 |
|
| Walt Disney Company (DIS) | 0.0 | $149k | +192% | 1.2k | 122.31 |
|
| iShares Barclays Credit Bond Fund (USIG) | 0.0 | $148k | -37% | 2.9k | 50.78 |
|
| Edwards Lifesciences (EW) | 0.0 | $142k | 1.5k | 95.56 |
|
|
| Crh (CRH) | 0.0 | $138k | +381% | 1.6k | 86.26 |
|
| Amgen (AMGN) | 0.0 | $138k | 486.00 | 284.37 |
|
|
| Technology SPDR (XLK) | 0.0 | $134k | +25% | 642.00 | 208.37 |
|
| HEICO Corporation (HEI) | 0.0 | $134k | 700.00 | 191.00 |
|
|
| Blackrock Us Carbon Transition (LCTU) | 0.0 | $133k | 2.3k | 57.42 |
|
|
| Huntington Ingalls Inds (HII) | 0.0 | $132k | 451.00 | 291.47 |
|
|
| Timothy Plan cmn (TPSC) | 0.0 | $129k | +23% | 3.5k | 36.69 |
|
| Prologis (PLD) | 0.0 | $129k | 990.00 | 130.22 |
|
|
| iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $128k | -94% | 1.2k | 107.40 |
|
| Nuveen Equity Premium Income Fund (BXMX) | 0.0 | $127k | 9.6k | 13.23 |
|
|
| Caterpillar (CAT) | 0.0 | $124k | +87% | 339.00 | 366.00 |
|
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $122k | 2.6k | 47.02 |
|
|
| Northern Lts Fd Tr Iv inspire smal etf (ISMD) | 0.0 | $121k | +22% | 3.4k | 36.01 |
|
| Coinbase Global (COIN) | 0.0 | $121k | +28% | 455.00 | 265.12 |
|
| Cummins (CMI) | 0.0 | $117k | 397.00 | 294.65 |
|
|
| FedEx Corporation (FDX) | 0.0 | $116k | -83% | 401.00 | 289.91 |
|
| Dt Midstream (DTM) | 0.0 | $116k | 1.9k | 61.09 |
|
|
| Rb Global (RBA) | 0.0 | $116k | +4% | 1.5k | 76.19 |
|
| Lowe's Companies (LOW) | 0.0 | $111k | 437.00 | 254.73 |
|
|
| Innovator Etfs Tr (ZALT) | 0.0 | $109k | NEW | 4.0k | 27.41 |
|
| Innovator Etfs Tr nasdaq 100 pwr (NJAN) | 0.0 | $108k | NEW | 2.5k | 43.58 |
|
| Philip Morris International (PM) | 0.0 | $103k | 1.1k | 91.62 |
|
|
| Reaves Utility Income Fund (UTG) | 0.0 | $102k | 3.8k | 26.96 |
|
|
| Ishares Tr ibnd dec24 etf (IBDP) | 0.0 | $102k | +960% | 4.1k | 25.05 |
|
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.0 | $98k | +42% | 1.1k | 89.63 |
|
| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $98k | 10k | 9.79 |
|
|
| Energy Transfer Equity (ET) | 0.0 | $94k | +3% | 6.0k | 15.73 |
|
| iShares FTSE KLD 400 Social Idx (DSI) | 0.0 | $94k | 930.00 | 100.86 |
|
|
| PPG Industries (PPG) | 0.0 | $94k | +4% | 645.00 | 144.95 |
|
| Proshares Tr short qqq (PSQ) | 0.0 | $93k | +429% | 11k | 8.76 |
|
| Ishares Tr (IBIC) | 0.0 | $92k | +1468% | 3.6k | 25.56 |
|
| Masco Corporation (MAS) | 0.0 | $89k | +3% | 1.1k | 78.85 |
|
| Coca-Cola Company (KO) | 0.0 | $89k | 1.5k | 61.18 |
|
|
| iShares S&P Global Energy Sector (IXC) | 0.0 | $89k | 2.1k | 42.96 |
|
|
| Ares Capital Corporation (ARCC) | 0.0 | $89k | 4.3k | 20.82 |
|
|
| Vanguard Intmdte Tm Govt Bd ETF (VGIT) | 0.0 | $88k | -39% | 1.5k | 58.55 |
|
| American Water Works (AWK) | 0.0 | $87k | -85% | 715.00 | 122.20 |
|
| iShares Russell Midcap Value Index (IWS) | 0.0 | $86k | -42% | 687.00 | 125.37 |
|
| Vanguard Sht Term Govt Bond ETF (VGSH) | 0.0 | $86k | -33% | 1.5k | 58.09 |
|
| CSX Corporation (CSX) | 0.0 | $86k | +13% | 2.3k | 37.07 |
|
| L3harris Technologies (LHX) | 0.0 | $85k | 397.00 | 213.10 |
|
|
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.0 | $83k | 773.00 | 107.60 |
|
|
| Verizon Communications (VZ) | 0.0 | $83k | -25% | 2.0k | 41.97 |
|
| Crescent Point Energy Trust (CPG) | 0.0 | $82k | NEW | 10k | 8.19 |
|
| American Express Company (AXP) | 0.0 | $82k | 359.00 | 227.69 |
|
|
| Mercantile Bank (MBWM) | 0.0 | $82k | 2.1k | 38.49 |
|
|
| American Homes 4 Rent-a reit (AMH) | 0.0 | $81k | +4% | 2.2k | 36.79 |
|
| Ishares Tr esg usd corpt (SUSC) | 0.0 | $81k | +18% | 3.5k | 22.99 |
|
| Eaton Vance Risk Managed Diversified (ETJ) | 0.0 | $81k | 9.7k | 8.35 |
|
|
| Ishares Bitcoin Tr | 0.0 | $81k | NEW | 2.0k | 40.47 |
|
| General Electric (GE) | 0.0 | $80k | +29% | 458.00 | 175.56 |
|
| Ishares Tr (USXF) | 0.0 | $80k | 1.8k | 45.15 |
|
|
| Dimensional Etf Trust (DFAU) | 0.0 | $78k | -53% | 2.1k | 36.54 |
|
| UnitedHealth (UNH) | 0.0 | $78k | -26% | 157.00 | 495.04 |
|
| Ishares Tr cmn (GOVT) | 0.0 | $77k | +45% | 3.4k | 22.77 |
|
| Norfolk Southern (NSC) | 0.0 | $76k | 298.00 | 254.87 |
|
|
| Visteon Corporation (VC) | 0.0 | $76k | +35% | 645.00 | 117.61 |
|
| ProShares Ultra S&P500 (SSO) | 0.0 | $75k | NEW | 967.00 | 77.53 |
|
| Plains All American Pipeline (PAA) | 0.0 | $75k | 4.3k | 17.56 |
|
|
| Travelers Companies (TRV) | 0.0 | $74k | -2% | 321.00 | 230.14 |
|
| Service Corporation International (SCI) | 0.0 | $74k | 994.00 | 74.21 |
|
|
| ProShares Ultra QQQ (QLD) | 0.0 | $73k | NEW | 838.00 | 87.48 |
|
| General Mills (GIS) | 0.0 | $73k | 1.0k | 69.97 |
|
|
| Hexcel Corporation (HXL) | 0.0 | $73k | 1.0k | 72.85 |
|
|
| AutoZone (AZO) | 0.0 | $73k | +15% | 23.00 | 3151.65 |
|
| At&t (T) | 0.0 | $70k | -9% | 4.0k | 17.60 |
|
| InvenTrust Properties Corp (IVT) | 0.0 | $68k | 2.7k | 25.71 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $68k | -37% | 149.00 | 455.94 |
|
| Franklin Templeton (FTF) | 0.0 | $68k | 11k | 6.27 |
|
|
| Uber Technologies (UBER) | 0.0 | $68k | +52% | 881.00 | 76.99 |
|
| Cullen/Frost Bankers (CFR) | 0.0 | $67k | 597.00 | 112.57 |
|
|
| J.M. Smucker Company (SJM) | 0.0 | $67k | 531.00 | 125.87 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $64k | -9% | 928.00 | 68.49 |
|
| Aim Etf Products Trust (JULT) | 0.0 | $63k | -2% | 1.8k | 35.86 |
|
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $63k | -75% | 573.00 | 109.00 |
|
| Boeing Company (BA) | 0.0 | $62k | 323.00 | 192.99 |
|
|
| Ishares Tr us infrastruc (IFRA) | 0.0 | $62k | -9% | 1.4k | 43.35 |
|
| Pinnacle Financial Partners (PNFP) | 0.0 | $62k | +3% | 717.00 | 85.91 |
|
| Mongodb Inc. Class A (MDB) | 0.0 | $59k | +1275% | 165.00 | 358.64 |
|
| Ishares Tr etf msci usa (ESGU) | 0.0 | $59k | -65% | 514.00 | 114.97 |
|
| DNP Select Income Fund (DNP) | 0.0 | $59k | -13% | 6.5k | 9.07 |
|
| Principal Financial (PFG) | 0.0 | $58k | 676.00 | 86.31 |
|
|
| Comcast Corporation (CMCSA) | 0.0 | $58k | -30% | 1.3k | 43.35 |
|
| First Tr Exchng Traded Fd Vi (FMAY) | 0.0 | $57k | 1.3k | 43.22 |
|
|
| SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.0 | $57k | -73% | 772.00 | 73.15 |
|
| Natera (NTRA) | 0.0 | $56k | -17% | 614.00 | 91.46 |
|
| Duke Energy (DUK) | 0.0 | $56k | 579.00 | 96.71 |
|
|
| Altria (MO) | 0.0 | $55k | 1.3k | 43.62 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $55k | -16% | 420.00 | 131.37 |
|
| SPDR DJ Wilshire Large Cap Value (SPYV) | 0.0 | $54k | -70% | 1.1k | 50.10 |
|
| Ishares Tr esg us agr bd (EAGG) | 0.0 | $53k | -16% | 1.1k | 47.04 |
|
| Citigroup (C) | 0.0 | $51k | +25% | 807.00 | 63.24 |
|
| Air Products & Chemicals (APD) | 0.0 | $49k | 200.00 | 242.27 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $48k | -19% | 522.00 | 91.44 |
|
| Wec Energy Group (WEC) | 0.0 | $48k | 578.00 | 82.12 |
|
|
| BlackRock Ltd. Duration Income Trust (BLW) | 0.0 | $46k | 3.3k | 14.03 |
|
|
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $46k | -44% | 401.00 | 114.17 |
|
| Knight Swift Transn Hldgs (KNX) | 0.0 | $45k | -44% | 825.00 | 55.05 |
|
| Realty Income (O) | 0.0 | $45k | 837.00 | 54.10 |
|
|
| Ishares Tr (DMXF) | 0.0 | $45k | +6% | 662.00 | 68.15 |
|
| Mondelez Int (MDLZ) | 0.0 | $45k | 644.00 | 70.00 |
|
|
| Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 0.0 | $44k | -42% | 522.00 | 85.03 |
|
Past Filings by Oliver Lagore Vanvalin Investment Group
SEC 13F filings are viewable for Oliver Lagore Vanvalin Investment Group going back to 2021
- Oliver Lagore Vanvalin Investment Group 2024 Q1 filed May 15, 2024
- Oliver Lagore Vanvalin Investment Group 2023 Q4 filed Jan. 31, 2024
- Oliver Lagore Vanvalin Investment Group 2023 Q3 filed Nov. 9, 2023
- Oliver Lagore Vanvalin Investment Group 2023 Q2 filed Aug. 8, 2023
- Oliver Lagore Vanvalin Investment Group 2023 Q1 filed June 20, 2023
- Oliver Lagore Vanvalin Investment Group 2022 Q4 filed March 2, 2023
- Oliver Lagore Vanvalin Investment Group 2022 Q3 filed Nov. 15, 2022
- Oliver Lagore Vanvalin Investment Group 2022 Q2 filed Aug. 16, 2022
- Oliver Lagore Vanvalin Investment Group 2022 Q1 filed June 17, 2022
- Oliver Lagore Vanvalin Investment Group 2021 Q4 filed March 23, 2022