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 TLT, IEF, BIL, QQQ, SPLG, and represent 25.12% of Oliver Lagore Vanvalin Investment Group's stock portfolio.
- Added to shares of these 10 stocks: TLT (+$16M), QQQ (+$7.7M), ONEQ, ODFL, MPC, KDEC, ISRG, TER, MU, WCN.
- Started 50 new stock positions in SCHH, GKOS, RLI, CMTG, STNG, COHR, SH, PGNY, RSHO, VCIT.
- Reduced shares in these 10 stocks: SPY (-$103M), DIA (-$9.7M), EDV (-$7.8M), IBIT (-$6.2M), XLE (-$6.1M), GDX (-$6.0M), BIL, GSST, SHY, AAAU.
- Sold out of its positions in AGCO, APRW, JANT, MAYT, DECW, DECT, AIN, Amplify Etf Tr, AMLX, ACHR.
- Oliver Lagore Vanvalin Investment Group was a net seller of stock by $-127M.
- Oliver Lagore Vanvalin Investment Group has $255M in assets under management (AUM), dropping by -34.76%.
- Central Index Key (CIK): 0001907568
Tip: Access up to 7 years of quarterly data
Positions held by Oliver Lagore Vanvalin Investment Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Oliver Lagore Vanvalin Investment Group
Oliver Lagore Vanvalin Investment Group holds 656 positions in its portfolio as reported in the June 2025 quarterly 13F filing
Oliver Lagore Vanvalin Investment Group has 656 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Oliver Lagore Vanvalin Investment Group June 30, 2025 positions
- Download the Oliver Lagore Vanvalin Investment Group June 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 6.2 | $16M | +5997% | 173k | 91.03 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 5.8 | $15M | -6% | 155k | 95.37 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 4.9 | $12M | -18% | 135k | 91.73 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.5 | $11M | +207% | 24k | 468.92 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 3.8 | $9.6M | 146k | 65.76 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 3.5 | $8.8M | 46k | 193.02 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 2.4 | $6.1M | 120k | 50.63 |
|
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 2.3 | $6.0M | +31% | 87k | 68.07 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 2.2 | $5.6M | +6% | 38k | 146.01 |
|
| Goldman Sachs Physical Gold Unit (AAAU) | 2.1 | $5.3M | -31% | 173k | 30.88 |
|
| Amazon (AMZN) | 1.9 | $4.8M | -3% | 25k | 190.26 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.7 | $4.3M | +11% | 25k | 173.23 |
|
| Microsoft Corporation (MSFT) | 1.6 | $4.1M | 11k | 375.40 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.5 | $3.8M | -62% | 82k | 46.81 |
|
| Procter & Gamble Company (PG) | 1.4 | $3.6M | +9% | 21k | 170.42 |
|
| Goldman Sachs Etf Tr Ultra Short Bond (GSST) | 1.4 | $3.5M | -43% | 70k | 50.54 |
|
| Apple (AAPL) | 1.4 | $3.5M | -33% | 16k | 222.13 |
|
| Innovator Etfs Trust Defined Wlt Shld (BALT) | 1.3 | $3.4M | +9% | 109k | 31.38 |
|
| Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY) | 1.3 | $3.3M | 166k | 19.82 |
|
|
| Meta Platforms Cl A (META) | 1.2 | $3.1M | -13% | 5.3k | 576.35 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 1.1 | $2.9M | +9% | 51k | 56.47 |
|
| Carlisle Companies (CSL) | 1.1 | $2.8M | +5% | 8.1k | 340.51 |
|
| Innovator Etfs Trust Us Small Cap Pwr (KDEC) | 1.1 | $2.7M | +43% | 120k | 22.91 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 1.1 | $2.7M | -4% | 4.1k | 662.63 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $2.7M | +9% | 25k | 108.38 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $2.4M | -25% | 15k | 154.64 |
|
| MercadoLibre (MELI) | 0.9 | $2.3M | -9% | 1.2k | 1950.05 |
|
| American Express Company (AXP) | 0.9 | $2.2M | 8.2k | 269.05 |
|
|
| Fiserv (FI) | 0.9 | $2.2M | -14% | 9.9k | 220.82 |
|
| Broadcom (AVGO) | 0.8 | $2.2M | +29% | 13k | 167.43 |
|
| Costco Wholesale Corporation (COST) | 0.8 | $2.0M | +31% | 2.1k | 945.81 |
|
| Oracle Corporation (ORCL) | 0.7 | $1.9M | +36% | 13k | 139.81 |
|
| Waste Connections (WCN) | 0.7 | $1.9M | +55% | 9.6k | 195.18 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $1.8M | +49% | 7.5k | 245.30 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $1.8M | +8% | 5.0k | 352.58 |
|
| Tyler Technologies (TYL) | 0.7 | $1.8M | +16% | 3.0k | 581.39 |
|
| Palo Alto Networks (PANW) | 0.7 | $1.7M | +11% | 10k | 170.64 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.6M | -29% | 3.1k | 532.58 |
|
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.6 | $1.6M | 81k | 20.17 |
|
|
| Eli Lilly & Co. (LLY) | 0.6 | $1.6M | +25% | 2.0k | 825.75 |
|
| Chevron Corporation (CVX) | 0.6 | $1.5M | -28% | 9.0k | 167.30 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.6 | $1.5M | -52% | 23k | 64.69 |
|
| Nextera Energy (NEE) | 0.6 | $1.4M | -13% | 20k | 70.89 |
|
| Adobe Systems Incorporated (ADBE) | 0.6 | $1.4M | -25% | 3.7k | 383.48 |
|
| Constellation Energy (CEG) | 0.6 | $1.4M | -14% | 7.0k | 201.62 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.5 | $1.4M | -5% | 30k | 46.08 |
|
| Advanced Micro Devices (AMD) | 0.5 | $1.4M | -25% | 13k | 102.74 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $1.4M | -16% | 2.5k | 548.03 |
|
| Old Dominion Freight Line (ODFL) | 0.5 | $1.3M | +9622% | 7.8k | 165.46 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $1.2M | -18% | 2.2k | 561.90 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $1.2M | +11% | 21k | 58.35 |
|
| DTE Energy Company (DTE) | 0.5 | $1.2M | +3% | 8.6k | 138.27 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.5 | $1.2M | +13% | 5.6k | 211.46 |
|
| Deere & Company (DE) | 0.5 | $1.1M | -35% | 2.4k | 469.43 |
|
| Intuitive Surgical Com New (ISRG) | 0.4 | $1.1M | +250% | 2.3k | 495.16 |
|
| Core & Main Cl A (CNM) | 0.4 | $1.1M | +33% | 23k | 48.31 |
|
| Dynatrace Com New (DT) | 0.4 | $1.1M | 24k | 47.15 |
|
|
| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.4 | $1.1M | +28% | 15k | 73.27 |
|
| Intuit (INTU) | 0.4 | $1.0M | -12% | 1.7k | 614.06 |
|
| Pepsi (PEP) | 0.4 | $1.0M | -20% | 6.9k | 149.95 |
|
| IDEXX Laboratories (IDXX) | 0.4 | $1.0M | -33% | 2.5k | 419.95 |
|
| Danaher Corporation (DHR) | 0.4 | $1000k | -14% | 4.9k | 204.99 |
|
| Novo-nordisk A S Adr (NVO) | 0.4 | $977k | -42% | 14k | 69.44 |
|
| Lam Research Corp Com New (LRCX) | 0.4 | $965k | -14% | 13k | 72.70 |
|
| Marathon Petroleum Corp (MPC) | 0.4 | $958k | +1129% | 6.6k | 145.70 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.4 | $933k | -86% | 10k | 93.45 |
|
| Tema Etf Trust Glp-1 Obesity (HRTS) | 0.4 | $905k | -44% | 31k | 29.33 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $893k | -99% | 1.6k | 559.54 |
|
| Agilent Technologies Inc C ommon (A) | 0.3 | $866k | -40% | 7.4k | 116.98 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.3 | $811k | -32% | 11k | 73.50 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $811k | +7% | 4.9k | 166.01 |
|
| Veralto Corp Com Shs (VLTO) | 0.3 | $807k | -34% | 8.3k | 97.45 |
|
| Teradyne (TER) | 0.3 | $792k | +786% | 9.6k | 82.60 |
|
| Innovator Etfs Trust Equity Defi 2026 (AJAN) | 0.3 | $782k | +79% | 30k | 26.30 |
|
| Northrop Grumman Corporation (NOC) | 0.3 | $751k | 1.5k | 512.14 |
|
|
| Stryker Corporation (SYK) | 0.3 | $745k | 2.0k | 372.21 |
|
|
| Fortinet (FTNT) | 0.3 | $716k | +516% | 7.4k | 96.26 |
|
| Micron Technology (MU) | 0.3 | $700k | +7801% | 8.1k | 86.89 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.3 | $687k | -39% | 19k | 36.49 |
|
| Amer (UHAL) | 0.3 | $675k | -23% | 10k | 65.36 |
|
| Listed Fd Tr Spear Alpha Etf (SPRX) | 0.3 | $668k | +4% | 34k | 19.83 |
|
| Agnico (AEM) | 0.3 | $658k | -65% | 6.1k | 108.40 |
|
| Tesla Motors (TSLA) | 0.3 | $648k | 2.5k | 259.17 |
|
|
| Sherwin-Williams Company (SHW) | 0.3 | $639k | 1.8k | 349.19 |
|
|
| Skyline Corporation (SKY) | 0.2 | $613k | NEW | 6.5k | 94.76 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $609k | -30% | 3.4k | 179.72 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $604k | +13% | 3.5k | 170.90 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $598k | +9% | 5.0k | 118.93 |
|
| Etf Ser Solutions Defiance Quantum (QTUM) | 0.2 | $578k | NEW | 7.8k | 74.53 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $563k | 6.1k | 92.82 |
|
|
| Abbvie (ABBV) | 0.2 | $514k | +1569% | 2.5k | 209.52 |
|
| Visa Com Cl A (V) | 0.2 | $514k | -4% | 1.5k | 350.57 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.2 | $509k | 10k | 48.76 |
|
|
| Vistra Energy (VST) | 0.2 | $496k | +2855% | 4.2k | 117.44 |
|
| McDonald's Corporation (MCD) | 0.2 | $471k | 1.5k | 312.44 |
|
|
| Southern Company (SO) | 0.2 | $462k | 5.0k | 91.95 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $458k | NEW | 3.5k | 132.23 |
|
| Ferrari Nv Ord (RACE) | 0.2 | $452k | -26% | 1.1k | 427.95 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $431k | +39% | 2.3k | 190.56 |
|
| Fair Isaac Corporation (FICO) | 0.2 | $417k | NEW | 226.00 | 1844.16 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $416k | -25% | 7.1k | 58.94 |
|
| Wal-Mart Stores (WMT) | 0.2 | $405k | 4.6k | 87.79 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.2 | $395k | +76% | 9.5k | 41.47 |
|
| Netflix (NFLX) | 0.2 | $389k | +8% | 417.00 | 932.53 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $381k | -5% | 1.3k | 288.14 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $372k | 1.8k | 210.99 |
|
|
| Eaton Corp SHS (ETN) | 0.1 | $352k | +1476% | 1.3k | 271.93 |
|
| Dt Midstream Common Stock (DTM) | 0.1 | $346k | +5% | 3.6k | 96.47 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $334k | -18% | 3.6k | 93.79 |
|
| Valero Energy Corporation (VLO) | 0.1 | $320k | 2.4k | 132.09 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $309k | -5% | 3.1k | 100.68 |
|
| CMS Energy Corporation (CMS) | 0.1 | $281k | 3.7k | 75.11 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $275k | 2.1k | 132.45 |
|
|
| Synopsys (SNPS) | 0.1 | $270k | +12500% | 630.00 | 428.85 |
|
| Innovator Etfs Trust U S Eq 10 Buffer (ZALT) | 0.1 | $269k | +77% | 9.0k | 29.77 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $269k | -47% | 2.7k | 100.02 |
|
| Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) | 0.1 | $260k | +76% | 5.6k | 46.63 |
|
| Innovator Etfs Trust GRWT100 PWR BF (NJAN) | 0.1 | $258k | +73% | 5.6k | 46.37 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.1 | $249k | -2% | 4.8k | 52.38 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $248k | -42% | 3.8k | 65.17 |
|
| Merck & Co (MRK) | 0.1 | $247k | -2% | 2.8k | 89.76 |
|
| Home Depot (HD) | 0.1 | $246k | -6% | 670.00 | 366.49 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $243k | +1772% | 2.3k | 103.73 |
|
| Progressive Corporation (PGR) | 0.1 | $234k | -12% | 827.00 | 282.95 |
|
| Cisco Systems (CSCO) | 0.1 | $234k | 3.8k | 61.71 |
|
|
| LKQ Corporation (LKQ) | 0.1 | $218k | +23% | 5.1k | 42.54 |
|
| CRH Ord (CRH) | 0.1 | $211k | +22% | 2.4k | 87.97 |
|
| First American Financial (FAF) | 0.1 | $209k | NEW | 3.2k | 65.63 |
|
| Clean Harbors (CLH) | 0.1 | $202k | +20% | 1.0k | 197.10 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $201k | +50% | 3.7k | 53.96 |
|
| Ford Motor Company (F) | 0.1 | $192k | 19k | 10.03 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $190k | -16% | 3.4k | 55.09 |
|
| Servicenow (NOW) | 0.1 | $190k | -11% | 238.00 | 796.14 |
|
| HEICO Corporation (HEI) | 0.1 | $187k | 700.00 | 267.19 |
|
|
| AutoZone (AZO) | 0.1 | $187k | +53% | 49.00 | 3812.78 |
|
| Nfj Dividend Interest (NFJ) | 0.1 | $186k | 15k | 12.13 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $185k | 1.3k | 140.44 |
|
|
| Tempur-Pedic International (SGI) | 0.1 | $183k | +55% | 3.1k | 59.89 |
|
| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.1 | $182k | -3% | 13k | 14.26 |
|
| Rb Global (RBA) | 0.1 | $181k | 1.8k | 100.29 |
|
|
| Philip Morris International (PM) | 0.1 | $179k | 1.1k | 158.73 |
|
|
| Kirby Corporation (KEX) | 0.1 | $178k | +48% | 1.8k | 101.01 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $177k | -7% | 857.00 | 206.58 |
|
| Nike CL B (NKE) | 0.1 | $173k | 2.7k | 63.49 |
|
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.1 | $170k | +19% | 2.1k | 82.80 |
|
| Pinnacle Financial Partners (PNFP) | 0.1 | $169k | +39% | 1.6k | 106.01 |
|
| Johnson & Johnson (JNJ) | 0.1 | $164k | 986.00 | 165.79 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $158k | +87% | 2.7k | 58.96 |
|
| Liberty All Star Equity Sh Ben Int (USA) | 0.1 | $157k | 24k | 6.55 |
|
|
| Eversource Energy (ES) | 0.1 | $155k | 2.5k | 62.11 |
|
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.1 | $155k | +23% | 1.7k | 88.89 |
|
| Occidental Petroleum Corporation (OXY) | 0.1 | $154k | +25% | 3.1k | 49.35 |
|
| Emerson Electric (EMR) | 0.1 | $153k | 1.4k | 109.64 |
|
|
| Masco Corporation (MAS) | 0.1 | $149k | +22% | 2.1k | 69.55 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $145k | -5% | 4.7k | 30.99 |
|
| Qualcomm (QCOM) | 0.1 | $143k | +8% | 932.00 | 153.60 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $142k | 700.00 | 202.23 |
|
|
| Target Corporation (TGT) | 0.1 | $141k | 1.4k | 104.36 |
|
|
| Graphic Packaging Holding Company (GPK) | 0.1 | $140k | +19% | 5.4k | 25.96 |
|
| Intel Corporation (INTC) | 0.1 | $140k | 6.1k | 22.71 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $136k | +2694% | 503.00 | 270.88 |
|
| Amgen (AMGN) | 0.1 | $135k | 432.00 | 311.55 |
|
|
| Ciena Corp Com New (CIEN) | 0.1 | $134k | +37% | 2.2k | 60.43 |
|
| Coca-Cola Company (KO) | 0.1 | $133k | 1.9k | 71.62 |
|
|
| Linde SHS (LIN) | 0.1 | $131k | +43% | 282.00 | 465.80 |
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.1 | $131k | +12% | 1.6k | 82.17 |
|
| Berry Plastics (BERY) | 0.1 | $130k | +21% | 1.9k | 69.82 |
|
| At&t (T) | 0.1 | $128k | -2% | 4.5k | 28.28 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $128k | -2% | 677.00 | 188.31 |
|
| Nuveen Equity Premium Income Fund (BXMX) | 0.0 | $126k | 9.6k | 13.12 |
|
|
| Diamondback Energy (FANG) | 0.0 | $125k | +23% | 784.00 | 159.96 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $125k | -7% | 801.00 | 156.22 |
|
| Cummins (CMI) | 0.0 | $124k | 397.00 | 313.44 |
|
|
| Reaves Util Income Com Sh Ben Int (UTG) | 0.0 | $124k | 3.8k | 32.54 |
|
|
| Verizon Communications (VZ) | 0.0 | $118k | 2.6k | 45.35 |
|
|
| Lowe's Companies (LOW) | 0.0 | $115k | +2% | 493.00 | 233.23 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $112k | +40% | 421.00 | 264.97 |
|
| Prologis (PLD) | 0.0 | $111k | 990.00 | 111.79 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $108k | 1.5k | 72.48 |
|
|
| Consolidated Edison (ED) | 0.0 | $102k | 919.00 | 110.59 |
|
|
| Huntington Ingalls Inds (HII) | 0.0 | $100k | 492.00 | 204.04 |
|
|
| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.0 | $99k | 1.6k | 60.59 |
|
|
| Quanta Services (PWR) | 0.0 | $98k | +78% | 385.00 | 254.18 |
|
| Ge Aerospace Com New (GE) | 0.0 | $97k | 484.00 | 200.11 |
|
|
| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $96k | 10k | 9.58 |
|
|
| Walt Disney Company (DIS) | 0.0 | $95k | -2% | 961.00 | 98.73 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $95k | 4.3k | 22.16 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $93k | -37% | 5.0k | 18.59 |
|
| Mfs Multimarket Income Tr Sh Ben Int (MMT) | 0.0 | $92k | 20k | 4.65 |
|
|
| Appfolio Com Cl A (APPF) | 0.0 | $90k | NEW | 409.00 | 219.90 |
|
| Gfl Environmental Sub Vtg Shs (GFL) | 0.0 | $90k | -11% | 1.9k | 48.32 |
|
| Altria (MO) | 0.0 | $88k | 1.5k | 60.02 |
|
|
| Timothy Plan Us Lrgmd Cp Core (TPLC) | 0.0 | $88k | -27% | 2.1k | 42.44 |
|
| Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) | 0.0 | $87k | -37% | 2.3k | 38.42 |
|
| Travelers Companies (TRV) | 0.0 | $85k | 321.00 | 264.46 |
|
|
| L3harris Technologies (LHX) | 0.0 | $83k | 397.00 | 209.31 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $83k | +34% | 916.00 | 90.58 |
|
| Eaton Vance Risk Managed Diversified (ETJ) | 0.0 | $82k | 9.7k | 8.46 |
|
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.0 | $80k | +2% | 1.7k | 46.67 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $80k | -3% | 760.00 | 105.44 |
|
| Mercantile Bank (MBWM) | 0.0 | $80k | 1.8k | 43.44 |
|
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $80k | -17% | 1.7k | 46.32 |
|
| Service Corporation International (SCI) | 0.0 | $80k | 994.00 | 80.20 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $79k | 2.1k | 37.87 |
|
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $77k | -16% | 1.5k | 51.09 |
|
| Proshares Tr Short S&p 500 Ne (SH) | 0.0 | $77k | NEW | 1.7k | 44.56 |
|
| Cullen/Frost Bankers (CFR) | 0.0 | $75k | 597.00 | 125.20 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $75k | -5% | 1.8k | 41.73 |
|
| Sea Sponsord Ads (SE) | 0.0 | $72k | +203% | 555.00 | 130.49 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $72k | +2291% | 2.0k | 36.29 |
|
| Norfolk Southern (NSC) | 0.0 | $71k | 298.00 | 236.85 |
|
|
| Franklin Templeton (FTF) | 0.0 | $70k | 11k | 6.46 |
|
|
| Caterpillar (CAT) | 0.0 | $70k | 211.00 | 329.76 |
|
|
| CSX Corporation (CSX) | 0.0 | $68k | 2.3k | 29.43 |
|
|
| Aim Etf Products Trust Us Lrgcp B10 Jul (JULT) | 0.0 | $68k | 1.8k | 38.25 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $67k | -4% | 390.00 | 172.23 |
|
| Honeywell International (HON) | 0.0 | $66k | -44% | 313.00 | 211.53 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.0 | $66k | 646.00 | 102.45 |
|
|
| Kinder Morgan (KMI) | 0.0 | $65k | +3% | 2.3k | 28.53 |
|
| DNP Select Income Fund (DNP) | 0.0 | $64k | -51% | 6.5k | 9.89 |
|
| Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) | 0.0 | $64k | -28% | 2.1k | 30.74 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $63k | -3% | 2.7k | 23.06 |
|
| Ishares Msci Gbl Gold Mn (RING) | 0.0 | $63k | 1.7k | 38.36 |
|
|
| Inventrust Pptys Corp Com New (IVT) | 0.0 | $63k | -19% | 2.1k | 29.37 |
|
| Wec Energy Group (WEC) | 0.0 | $63k | 578.00 | 108.98 |
|
|
| Timothy Plan Hig Dv Stk Etf (TPHD) | 0.0 | $62k | -27% | 1.7k | 37.62 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $62k | 772.00 | 80.37 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $61k | 497.00 | 121.97 |
|
|
| General Mills (GIS) | 0.0 | $60k | 1.0k | 59.79 |
|
|
| Elastic N V Ord Shs (ESTC) | 0.0 | $60k | +29% | 673.00 | 89.10 |
|
| Talen Energy Corp (TLN) | 0.0 | $60k | +74% | 300.00 | 199.67 |
|
| Kroger (KR) | 0.0 | $59k | -12% | 873.00 | 67.69 |
|
| Air Products & Chemicals (APD) | 0.0 | $59k | 200.00 | 294.92 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $58k | +11% | 800.00 | 72.21 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $56k | -21% | 429.00 | 131.02 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $56k | 1.5k | 36.90 |
|
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $55k | +42% | 1.2k | 47.48 |
|
| Boeing Company (BA) | 0.0 | $55k | 323.00 | 170.55 |
|
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $55k | 1.1k | 51.07 |
|
|
| Knight-swift Transn Hldgs In Cl A (KNX) | 0.0 | $55k | +20% | 1.3k | 43.49 |
|
| Manulife Finl Corp (MFC) | 0.0 | $55k | 1.8k | 31.15 |
|
|
| Hexcel Corporation (HXL) | 0.0 | $55k | 1.0k | 54.76 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $55k | 205.00 | 266.71 |
|
|
| Realty Income (O) | 0.0 | $55k | +12% | 942.00 | 58.01 |
|
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.0 | $54k | 2.3k | 23.37 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $54k | -9% | 912.00 | 59.41 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $52k | -2% | 116.00 | 447.80 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $51k | +15% | 420.00 | 121.84 |
|
| International Business Machines (IBM) | 0.0 | $50k | 200.00 | 248.66 |
|
|
| American Homes 4 Rent Cl A (AMH) | 0.0 | $49k | -64% | 1.3k | 37.80 |
|
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 2025 Q2 filed July 10, 2025
- Oliver Lagore Vanvalin Investment Group 2024 Q4 filed April 1, 2025
- Oliver Lagore Vanvalin Investment Group 2024 Q3 filed Nov. 4, 2024
- Oliver Lagore Vanvalin Investment Group 2024 Q2 filed Aug. 15, 2024
- 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