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, BIL, IEI, IEF, GSST, and represent 42.40% of Oliver Lagore Vanvalin Investment Group's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$19M), SHY (+$6.6M), HYG (+$6.2M), IEF (+$5.7M), IEI (+$5.4M), IBIT, RSP, XLV, GSST, PG.
- Started 57 new stock positions in FXF, IDXX, LESL, PLTR, ILIT, XLY, AI, ODFL, Te Connectivity, EQIX.
- Reduced shares in these 10 stocks: QQQ (-$26M), AAAU (-$6.6M), HRTS, TLT, SPRX, SMCI, BABA, ISRG, URNM, SNOW.
- Sold out of its positions in ACHC, AAP, AKAM, AGI, BLOK, ADI, ADM, BKR, SAN, Barclays Bank.
- Oliver Lagore Vanvalin Investment Group was a net buyer of stock by $15M.
- Oliver Lagore Vanvalin Investment Group has $374M in assets under management (AUM), dropping by 7.26%.
- Central Index Key (CIK): 0001907568
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Portfolio Holdings for Oliver Lagore Vanvalin Investment Group
Oliver Lagore Vanvalin Investment Group holds 685 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Oliver Lagore Vanvalin Investment Group has 685 total positions. Only the first 250 positions are shown.
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- Download the Oliver Lagore Vanvalin Investment Group September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 28.1 | $105M | +22% | 183k | 573.76 |
|
| Spdr Ser Tr 1 3 hgh yield (BIL) | 4.7 | $18M | -2% | 192k | 91.81 |
|
| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 3.7 | $14M | +64% | 115k | 119.60 |
|
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 3.5 | $13M | +78% | 133k | 98.12 |
|
| Goldman Sachs Etf Tr aces ultra shr (GSST) | 2.4 | $9.0M | +32% | 177k | 50.64 |
|
| SPDR DJ Wilshire Large Cap (SPLG) | 2.3 | $8.8M | 130k | 67.51 |
|
|
| Invesco Nasdaq 100 Etf (QQQM) | 2.2 | $8.2M | +2% | 41k | 200.85 |
|
| Ishares Bitcoin Tr (IBIT) | 1.9 | $7.3M | +80% | 201k | 36.13 |
|
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 1.8 | $6.6M | +526760% | 79k | 83.15 |
|
| iShares iBoxx $ High Yid Corp Bond (HYG) | 1.7 | $6.3M | +75527% | 78k | 80.30 |
|
| Goldman Sachs Physical Gold (AAAU) | 1.6 | $6.1M | -51% | 236k | 26.02 |
|
| Amazon (AMZN) | 1.5 | $5.6M | +5% | 30k | 186.33 |
|
| J P Morgan Exchange Traded F ultra shrt (JPST) | 1.5 | $5.5M | +2% | 108k | 50.74 |
|
| Fidelity Comwlth Tr ndq cp idx trk (ONEQ) | 1.4 | $5.4M | +6% | 76k | 71.60 |
|
| Microsoft Corporation (MSFT) | 1.2 | $4.5M | 11k | 430.30 |
|
|
| Invesco Qqq Trust Series 1 (QQQ) | 1.2 | $4.4M | -85% | 9.1k | 488.06 |
|
| Apple (AAPL) | 1.2 | $4.3M | -12% | 19k | 233.00 |
|
| Alphabet Inc Class A cs (GOOGL) | 1.0 | $3.8M | +8% | 23k | 165.85 |
|
| Health Care SPDR (XLV) | 1.0 | $3.6M | +201% | 23k | 154.02 |
|
| Facebook Inc cl a (META) | 0.9 | $3.4M | -13% | 5.9k | 572.44 |
|
| Invesco Global Short etf - e (PGHY) | 0.9 | $3.2M | +19% | 158k | 20.23 |
|
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.8 | $3.2M | +2871% | 18k | 179.16 |
|
| Listed Fd Tr (SPRX) | 0.8 | $3.0M | -46% | 130k | 22.75 |
|
| Innovator Etfs Tr (BALT) | 0.8 | $2.8M | +21% | 92k | 30.83 |
|
| Total (TTE) | 0.7 | $2.7M | +30% | 42k | 64.62 |
|
| Carlisle Companies (CSL) | 0.7 | $2.7M | 6.1k | 449.74 |
|
|
| Procter & Gamble Company (PG) | 0.7 | $2.6M | +390% | 15k | 173.20 |
|
| American Express Company (AXP) | 0.6 | $2.2M | 8.2k | 271.20 |
|
|
| Jp Morgan Exchange Traded Fd fund (JQUA) | 0.6 | $2.2M | -5% | 39k | 56.57 |
|
| MercadoLibre (MELI) | 0.6 | $2.2M | -16% | 1.1k | 2051.00 |
|
| NVIDIA Corporation (NVDA) | 0.6 | $2.2M | -28% | 18k | 121.44 |
|
| Intuit (INTU) | 0.6 | $2.1M | +6% | 3.3k | 620.91 |
|
| Adobe Systems Incorporated (ADBE) | 0.5 | $2.0M | -19% | 3.9k | 517.71 |
|
| Constellation Energy (CEG) | 0.5 | $2.0M | +12093% | 7.8k | 260.01 |
|
| Asml Holding (ASML) | 0.5 | $2.0M | +21% | 2.4k | 833.10 |
|
| Innovator Etfs Trust | 0.5 | $2.0M | NEW | 78k | 25.51 |
|
| Broadcom (AVGO) | 0.5 | $2.0M | +1220% | 11k | 172.49 |
|
| Berkshire Hathaway (BRK.B) | 0.5 | $2.0M | -6% | 4.2k | 460.26 |
|
| Nextera Energy (NEE) | 0.5 | $1.9M | +6% | 23k | 84.53 |
|
| Fiserv (FI) | 0.5 | $1.9M | -18% | 11k | 179.65 |
|
| Novo Nordisk A/S (NVO) | 0.5 | $1.9M | -4% | 16k | 119.07 |
|
| Chevron Corporation (CVX) | 0.5 | $1.9M | +33% | 13k | 147.27 |
|
| Oracle Corporation (ORCL) | 0.5 | $1.8M | +15% | 11k | 170.40 |
|
| Invesco Emerging Markets S etf (PCY) | 0.5 | $1.8M | +8% | 83k | 21.50 |
|
| Palo Alto Networks (PANW) | 0.5 | $1.8M | -2% | 5.2k | 341.77 |
|
| Ishares Tr core tl usd bd (IUSB) | 0.5 | $1.8M | +7% | 37k | 47.12 |
|
| Agilent Technologies Inc C ommon (A) | 0.5 | $1.7M | 12k | 148.48 |
|
|
| Advanced Micro Devices (AMD) | 0.5 | $1.7M | +12% | 11k | 164.09 |
|
| Tyler Technologies (TYL) | 0.4 | $1.6M | -20% | 2.8k | 583.69 |
|
| Occidental Petroleum Corporation (OXY) | 0.4 | $1.6M | -2% | 32k | 51.54 |
|
| Deere & Company (DE) | 0.4 | $1.6M | +18% | 3.9k | 417.28 |
|
| Tema Etf Trust (HRTS) | 0.4 | $1.6M | -69% | 46k | 33.60 |
|
| iShares S&P 500 Index (IVV) | 0.4 | $1.5M | -16% | 2.7k | 576.77 |
|
| MasterCard Incorporated (MA) | 0.4 | $1.5M | +3% | 3.1k | 493.82 |
|
| Sprott Fds Tr Uranium Miners E (URNM) | 0.4 | $1.5M | -44% | 33k | 45.88 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $1.5M | -4% | 1.6k | 886.59 |
|
| Danaher Corporation (DHR) | 0.4 | $1.4M | +27% | 5.2k | 278.04 |
|
| IDEXX Laboratories (IDXX) | 0.4 | $1.4M | NEW | 2.8k | 505.22 |
|
| Pepsi (PEP) | 0.4 | $1.4M | +22% | 8.2k | 170.05 |
|
| Hershey Company (HSY) | 0.3 | $1.3M | +25% | 6.6k | 191.77 |
|
| Dynatrace (DT) | 0.3 | $1.3M | 24k | 53.47 |
|
|
| Eli Lilly & Co. (LLY) | 0.3 | $1.3M | +13% | 1.4k | 886.07 |
|
| Veralto Corp (VLTO) | 0.3 | $1.2M | NEW | 11k | 111.86 |
|
| Vaneck Vectors Semiconductor Etf semiconductor (SMH) | 0.3 | $1.2M | +34185% | 4.8k | 245.45 |
|
| Phillips Edison & Co (PECO) | 0.3 | $1.2M | +21% | 31k | 37.71 |
|
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.3 | $1.1M | 4.0k | 280.47 |
|
|
| Agnico (AEM) | 0.3 | $1.1M | -38% | 13k | 80.56 |
|
| Amer (UHAL) | 0.3 | $1.1M | +9% | 14k | 77.48 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $1.1M | 5.0k | 210.85 |
|
|
| Waste Connections (WCN) | 0.3 | $1.0M | +10% | 5.9k | 178.81 |
|
| AstraZeneca (AZN) | 0.3 | $1.0M | +14% | 13k | 77.91 |
|
| Texas Instruments Incorporated (TXN) | 0.3 | $1.0M | +2% | 4.9k | 206.59 |
|
| Lam Research Corporation (LRCX) | 0.3 | $951k | +38% | 1.2k | 816.24 |
|
| Celsius Holdings (CELH) | 0.3 | $944k | +77% | 30k | 31.36 |
|
| iShares S&P MidCap 400 Index (IJH) | 0.2 | $868k | -5% | 14k | 62.32 |
|
| Northrop Grumman Corporation (NOC) | 0.2 | $775k | 1.5k | 528.14 |
|
|
| Taiwan Semiconductor Mfg (TSM) | 0.2 | $774k | +2138% | 4.5k | 173.68 |
|
| DTE Energy Company (DTE) | 0.2 | $762k | 5.9k | 128.40 |
|
|
| Stryker Corporation (SYK) | 0.2 | $728k | 2.0k | 361.19 |
|
|
| Sherwin-Williams Company (SHW) | 0.2 | $696k | +20% | 1.8k | 381.63 |
|
| Ferrari Nv Ord (RACE) | 0.2 | $650k | +7% | 1.4k | 470.18 |
|
| iShares S&P 500 Growth Index (IVW) | 0.2 | $625k | -16% | 6.5k | 95.76 |
|
| Ishares Msci Usa Quality Facto invalid (QUAL) | 0.2 | $561k | -8% | 3.1k | 179.30 |
|
| Blackrock Etf Trust us eqt factor (DYNF) | 0.1 | $559k | -8% | 11k | 49.47 |
|
| Tesla Motors (TSLA) | 0.1 | $557k | 2.1k | 261.64 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $556k | 4.7k | 117.21 |
|
|
| iShares MSCI EAFE Value Index (EFV) | 0.1 | $513k | +78% | 8.9k | 57.53 |
|
| iShares MSCI EAFE Growth Index (EFG) | 0.1 | $479k | -19% | 4.5k | 107.65 |
|
| McDonald's Corporation (MCD) | 0.1 | $459k | 1.5k | 304.55 |
|
|
| Southern Company (SO) | 0.1 | $454k | 5.0k | 90.18 |
|
|
| Ishares Tr rus200 grw idx (IWY) | 0.1 | $449k | -10% | 2.0k | 220.10 |
|
| Ishares 0-3 Month Treasury Bd Etf (SGOV) | 0.1 | $427k | +118% | 4.2k | 100.72 |
|
| Visa (V) | 0.1 | $421k | +14% | 1.5k | 274.91 |
|
| Innovator Equity Defined Protection Etf - 2 Yr To January 2026 (AJAN) | 0.1 | $418k | -7% | 16k | 26.09 |
|
| iShares Lehman MBS Bond Fund (MBB) | 0.1 | $415k | -6% | 4.3k | 95.81 |
|
| Wal-Mart Stores (WMT) | 0.1 | $372k | 4.6k | 80.75 |
|
|
| Grayscale Bitcoin Ord (GBTC) | 0.1 | $355k | -70% | 7.0k | 50.50 |
|
| Valero Energy Corporation (VLO) | 0.1 | $327k | 2.4k | 135.01 |
|
|
| Merck & Co (MRK) | 0.1 | $320k | 2.8k | 113.57 |
|
|
| iShares S&P 500 Value Index (IVE) | 0.1 | $316k | -7% | 1.6k | 197.21 |
|
| SPDR Gold Trust (GLD) | 0.1 | $300k | 1.2k | 243.06 |
|
|
| Home Depot (HD) | 0.1 | $278k | +42% | 687.00 | 405.20 |
|
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.1 | $275k | -91% | 2.8k | 98.11 |
|
| Direxion Auspice Broad Commodity (COM) | 0.1 | $268k | -39% | 9.3k | 28.74 |
|
| Fidelity consmr staples (FSTA) | 0.1 | $266k | -39% | 5.2k | 51.05 |
|
| Blackrock Etf Trust Ii (BINC) | 0.1 | $265k | +41% | 5.0k | 53.53 |
|
| CMS Energy Corporation (CMS) | 0.1 | $265k | 3.7k | 70.63 |
|
|
| Netflix (NFLX) | 0.1 | $260k | 366.00 | 709.27 |
|
|
| Intuitive Surgical (ISRG) | 0.1 | $258k | -88% | 526.00 | 491.27 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $251k | 2.1k | 121.15 |
|
|
| Nike (NKE) | 0.1 | $241k | 2.7k | 88.42 |
|
|
| Servicenow (NOW) | 0.1 | $241k | 269.00 | 894.39 |
|
|
| Ishares Inc msci emrg chn (EMXC) | 0.1 | $240k | +34% | 3.9k | 61.12 |
|
| Progressive Corporation (PGR) | 0.1 | $231k | +10% | 911.00 | 253.79 |
|
| iShares Dow Jones US Technology (IYW) | 0.1 | $218k | -16% | 1.4k | 151.61 |
|
| Innovator Etfs Tr s&p 500 power (PJAN) | 0.1 | $217k | -8% | 5.3k | 41.32 |
|
| Utilities SPDR (XLU) | 0.1 | $215k | -39% | 2.7k | 80.78 |
|
| Ford Motor Company (F) | 0.1 | $213k | +2% | 20k | 10.56 |
|
| Target Corporation (TGT) | 0.1 | $211k | -6% | 1.4k | 155.86 |
|
| Technology SPDR (XLK) | 0.1 | $205k | -12% | 906.00 | 225.88 |
|
| Cisco Systems (CSCO) | 0.1 | $204k | -13% | 3.8k | 53.22 |
|
| Nfj Dividend Interest (NFJ) | 0.1 | $200k | 15k | 13.04 |
|
|
| Northern Lts Fd Tr Iv inspire 100etf (BIBL) | 0.1 | $196k | -33% | 4.8k | 40.67 |
|
| iShares S&P NA Tec. Semi. Idx (SOXX) | 0.1 | $195k | -20% | 845.00 | 230.52 |
|
| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.1 | $193k | 13k | 14.65 |
|
|
| Clean Harbors (CLH) | 0.0 | $185k | -16% | 764.00 | 241.71 |
|
| ProShares Ultra QQQ (QLD) | 0.0 | $184k | +59% | 1.8k | 100.70 |
|
| HEICO Corporation (HEI) | 0.0 | $183k | 700.00 | 261.48 |
|
|
| ProShares Ultra S&P500 (SSO) | 0.0 | $183k | +50% | 2.0k | 90.18 |
|
| Vanguard Information Technology ETF (VGT) | 0.0 | $180k | -39% | 307.00 | 586.05 |
|
| Timothy Plan us lrg cap cor (TPLC) | 0.0 | $177k | -35% | 4.0k | 44.00 |
|
| iShares Silver Trust (SLV) | 0.0 | $176k | -10% | 6.2k | 28.41 |
|
| Liberty All-Star Equity Fund (USA) | 0.0 | $168k | 24k | 7.10 |
|
|
| LKQ Corporation (LKQ) | 0.0 | $164k | +46% | 4.1k | 39.92 |
|
| Johnson & Johnson (JNJ) | 0.0 | $160k | -8% | 986.00 | 162.01 |
|
| Crh (CRH) | 0.0 | $159k | +33% | 1.7k | 92.74 |
|
| Graphic Packaging Holding Company (GPK) | 0.0 | $158k | -3% | 5.4k | 29.59 |
|
| Dt Midstream (DTM) | 0.0 | $154k | 2.0k | 78.65 |
|
|
| Emerson Electric (EMR) | 0.0 | $153k | 1.4k | 109.37 |
|
|
| Ishares Tr rus200 val idx (IWX) | 0.0 | $152k | -18% | 1.9k | 81.26 |
|
| Ishares Inc core msci emkt (IEMG) | 0.0 | $150k | -46% | 2.6k | 57.42 |
|
| Alphabet Inc Class C cs (GOOG) | 0.0 | $146k | -23% | 874.00 | 167.14 |
|
| Innovator Etfs Tr nasdaq 100 pwr (NJAN) | 0.0 | $146k | -8% | 3.1k | 46.46 |
|
| Innovator Etfs Tr (ZALT) | 0.0 | $145k | -8% | 5.0k | 29.25 |
|
| Intel Corporation (INTC) | 0.0 | $144k | 6.1k | 23.46 |
|
|
| Innovator Etfs Tr s&p 500 buffer (BJAN) | 0.0 | $143k | NEW | 3.1k | 46.56 |
|
| Amgen (AMGN) | 0.0 | $139k | 432.00 | 322.21 |
|
|
| Philip Morris International (PM) | 0.0 | $137k | 1.1k | 121.40 |
|
|
| Coca-Cola Company (KO) | 0.0 | $133k | 1.9k | 71.86 |
|
|
| Nuveen Equity Premium Income Fund (BXMX) | 0.0 | $132k | 9.6k | 13.72 |
|
|
| Huntington Ingalls Inds (HII) | 0.0 | $130k | 492.00 | 264.38 |
|
|
| Northern Lts Fd Tr Iv intrntinl esg (WWJD) | 0.0 | $130k | -35% | 4.0k | 32.30 |
|
| Energy Transfer Equity (ET) | 0.0 | $129k | -13% | 8.0k | 16.05 |
|
| Cummins (CMI) | 0.0 | $129k | 397.00 | 323.79 |
|
|
| Dimensional Etf Trust (DFAU) | 0.0 | $128k | +8% | 3.2k | 39.69 |
|
| Masco Corporation (MAS) | 0.0 | $128k | +37% | 1.5k | 83.93 |
|
| Kirby Corporation (KEX) | 0.0 | $125k | +43% | 1.0k | 122.43 |
|
| Prologis (PLD) | 0.0 | $125k | 990.00 | 126.28 |
|
|
| Reaves Utility Income Fund (UTG) | 0.0 | $125k | 3.8k | 32.81 |
|
|
| Vanguard Mortgage Bkd Sects ETF (VMBS) | 0.0 | $123k | -26% | 2.6k | 47.22 |
|
| Timothy Plan hig dv stk etf (TPHD) | 0.0 | $122k | -35% | 3.2k | 37.70 |
|
| American Homes 4 Rent-a reit (AMH) | 0.0 | $122k | +47% | 3.2k | 38.40 |
|
| Blackrock Us Carbon Transition (LCTU) | 0.0 | $122k | -10% | 1.9k | 62.73 |
|
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $119k | -7% | 2.4k | 49.91 |
|
| Lowe's Companies (LOW) | 0.0 | $118k | 437.00 | 270.85 |
|
|
| iShares Barclays Credit Bond Fund (USIG) | 0.0 | $118k | -26% | 2.2k | 52.59 |
|
| Verizon Communications (VZ) | 0.0 | $117k | -17% | 2.6k | 44.92 |
|
| Honeywell International (HON) | 0.0 | $116k | +80% | 562.00 | 206.88 |
|
| PPG Industries (PPG) | 0.0 | $116k | +37% | 873.00 | 132.52 |
|
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $112k | -43% | 264.00 | 423.33 |
|
| At&t (T) | 0.0 | $102k | -9% | 4.6k | 22.00 |
|
| Energy Select Sector SPDR (XLE) | 0.0 | $101k | -16% | 1.2k | 87.83 |
|
| Walt Disney Company (DIS) | 0.0 | $101k | -10% | 1.1k | 96.15 |
|
| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $101k | 10k | 10.06 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $98k | 1.5k | 65.99 |
|
|
| Consolidated Edison (ED) | 0.0 | $96k | NEW | 919.00 | 104.13 |
|
| L3harris Technologies (LHX) | 0.0 | $94k | 397.00 | 237.87 |
|
|
| SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.0 | $91k | +40% | 1.1k | 82.94 |
|
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.0 | $91k | 838.00 | 108.63 |
|
|
| Berry Plastics (BERY) | 0.0 | $91k | +13% | 1.3k | 68.00 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $90k | 4.3k | 20.94 |
|
|
| Eaton Vance Risk Managed Diversified (ETJ) | 0.0 | $89k | 9.7k | 9.21 |
|
|
| Timothy Plan cmn (TPSC) | 0.0 | $88k | -35% | 2.3k | 38.91 |
|
| AutoZone (AZO) | 0.0 | $88k | +21% | 28.00 | 3150.04 |
|
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $88k | -16% | 886.00 | 99.48 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $88k | 151.00 | 583.51 |
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| Rb Global (RBA) | 0.0 | $87k | +11% | 1.1k | 80.52 |
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| Proshares Tr short s&p 500 ne (SH) | 0.0 | $87k | NEW | 8.0k | 10.85 |
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| General Electric (GE) | 0.0 | $87k | 459.00 | 188.38 |
|
|
| iShares FTSE KLD 400 Social Idx (DSI) | 0.0 | $85k | -12% | 778.00 | 108.81 |
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| Caterpillar (CAT) | 0.0 | $84k | -35% | 215.00 | 391.60 |
|
| Ishares Tr (USXF) | 0.0 | $84k | 1.7k | 49.08 |
|
|
| Ishares Tr esg usd corpt (SUSC) | 0.0 | $83k | 3.5k | 23.79 |
|
|
| Northern Lts Fd Tr Iv inspire smal etf (ISMD) | 0.0 | $81k | -35% | 2.1k | 37.91 |
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| Avidity Biosciences Ord (RNA) | 0.0 | $81k | +23% | 1.8k | 45.93 |
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| Mercantile Bank (MBWM) | 0.0 | $81k | 1.8k | 43.72 |
|
|
| Ishares Ibonds Dec 2025 Term T (IBTF) | 0.0 | $80k | -12% | 3.4k | 23.42 |
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| CSX Corporation (CSX) | 0.0 | $80k | 2.3k | 34.53 |
|
|
| Pinnacle Financial Partners (PNFP) | 0.0 | $79k | +14% | 808.00 | 98.02 |
|
| Service Corporation International (SCI) | 0.0 | $79k | 994.00 | 78.93 |
|
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| General Mills (GIS) | 0.0 | $77k | -2% | 1.0k | 73.85 |
|
| InvenTrust Properties Corp (IVT) | 0.0 | $75k | 2.7k | 28.37 |
|
|
| Dimensional Global Core Plus Fixed Income Etf (DFGP) | 0.0 | $75k | +10% | 1.4k | 55.10 |
|
| Travelers Companies (TRV) | 0.0 | $75k | 321.00 | 234.12 |
|
|
| Diamondback Energy (FANG) | 0.0 | $74k | +65% | 430.00 | 172.43 |
|
| Teradyne (TER) | 0.0 | $74k | +124% | 553.00 | 133.97 |
|
| Gfl Environmental Inc sub vtg (GFL) | 0.0 | $74k | +203% | 1.9k | 39.88 |
|
| Norfolk Southern (NSC) | 0.0 | $74k | 298.00 | 248.50 |
|
|
| Coinbase Global (COIN) | 0.0 | $73k | -37% | 410.00 | 178.17 |
|
| Vanguard Intmdte Tm Govt Bd ETF (VGIT) | 0.0 | $72k | -26% | 1.2k | 60.43 |
|
| Franklin Templeton (FTF) | 0.0 | $72k | -13% | 11k | 6.67 |
|
| Vanguard Sht Term Govt Bond ETF (VGSH) | 0.0 | $71k | -27% | 1.2k | 59.04 |
|
| Ishares Ibonds Dec 2026 Term T (IBTG) | 0.0 | $70k | -12% | 3.0k | 23.07 |
|
| Plains All American Pipeline (PAA) | 0.0 | $69k | -2% | 4.0k | 17.37 |
|
| Aim Etf Products Trust (JULT) | 0.0 | $68k | 1.8k | 38.69 |
|
|
| Ciena Corporation (CIEN) | 0.0 | $68k | NEW | 1.1k | 61.59 |
|
| Applovin Corp Class A (APP) | 0.0 | $68k | +28% | 520.00 | 130.55 |
|
| Ishares Ibonds Dec 2024 Term T (IBTE) | 0.0 | $67k | -12% | 2.8k | 24.00 |
|
| Cullen/Frost Bankers (CFR) | 0.0 | $67k | 597.00 | 111.86 |
|
|
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.0 | $66k | -11% | 701.00 | 93.60 |
|
| DNP Select Income Fund (DNP) | 0.0 | $65k | 6.5k | 10.04 |
|
|
| Altria (MO) | 0.0 | $65k | -29% | 1.3k | 51.04 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $64k | -4% | 420.00 | 153.13 |
|
| Comcast Corporation (CMCSA) | 0.0 | $63k | 1.5k | 41.77 |
|
|
| Ishares Tr edge invt grde (IGEB) | 0.0 | $62k | 1.3k | 46.47 |
|
|
| Hexcel Corporation (HXL) | 0.0 | $62k | 1.0k | 61.83 |
|
|
| First Tr Exchng Traded Fd Vi (FMAY) | 0.0 | $62k | 1.3k | 46.51 |
|
|
| FedEx Corporation (FDX) | 0.0 | $62k | +13% | 225.00 | 274.06 |
|
| American Water Works (AWK) | 0.0 | $61k | -26% | 416.00 | 146.41 |
|
| Air Products & Chemicals (APD) | 0.0 | $60k | 200.00 | 297.74 |
|
|
| Iron Mountain (IRM) | 0.0 | $59k | -36% | 500.00 | 118.83 |
|
| Ishares Tr us infrastruc (IFRA) | 0.0 | $59k | -7% | 1.3k | 46.99 |
|
| Industrial SPDR (XLI) | 0.0 | $58k | 425.00 | 135.57 |
|
|
| Kroger (KR) | 0.0 | $57k | +22% | 1.0k | 57.30 |
|
| Duke Energy (DUK) | 0.0 | $57k | -14% | 497.00 | 115.30 |
|
| Ishares Tr (DMXF) | 0.0 | $57k | +23% | 793.00 | 72.02 |
|
| SPDR DJ Wilshire Large Cap Value (SPYV) | 0.0 | $57k | 1.1k | 52.86 |
|
|
| Wec Energy Group (WEC) | 0.0 | $56k | 578.00 | 96.18 |
|
|
| Ishares Msci Global Gold Min etp (RING) | 0.0 | $55k | 1.7k | 33.01 |
|
|
| Ishares Tr etf msci usa (ESGU) | 0.0 | $53k | 423.00 | 126.30 |
|
|
| Realty Income (O) | 0.0 | $53k | 837.00 | 63.42 |
|
|
| Global X Fds nasdaq 100 cover (QYLD) | 0.0 | $53k | 2.9k | 18.04 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $52k | +30% | 534.00 | 97.52 |
|
| Manulife Finl Corp (MFC) | 0.0 | $52k | 1.8k | 29.55 |
|
|
| iShares Russell Midcap Value Index (IWS) | 0.0 | $51k | -40% | 387.00 | 132.33 |
|
| Moderna (MRNA) | 0.0 | $51k | -31% | 764.00 | 66.83 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $51k | +9% | 608.00 | 83.80 |
|
| Linde (LIN) | 0.0 | $51k | +562% | 106.00 | 476.92 |
|
| Boeing Company (BA) | 0.0 | $49k | 323.00 | 152.04 |
|
|
| Knight Swift Transn Hldgs (KNX) | 0.0 | $49k | +13% | 902.00 | 53.93 |
|
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 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