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, QQQ, BIL, AAAU, SPLG, and represent 42.76% of Oliver Lagore Vanvalin Investment Group's stock portfolio.
- Added to shares of these 10 stocks: QQQ (+$18M), GSST (+$6.7M), IEI (+$5.8M), SMCI, IBIT, AAAU, SPRX, NVDA, AXP, DT.
- Started 105 new stock positions in NEM, FTAI, SAN, MSI, TRS, BKR, VYM, SWKS, CHDN, KRP.
- Reduced shares in these 10 stocks: RSP (-$21M), JPST (-$5.6M), ARKK, IWM, TLT, URNM, XLE, BALT, SGOV, TSLA.
- Sold out of its positions in AMC, POWW, AIG, AVXL, ELV, ABR, ANET, ADP, BLDP, BBVA.
- Oliver Lagore Vanvalin Investment Group was a net buyer of stock by $2.4M.
- Oliver Lagore Vanvalin Investment Group has $349M in assets under management (AUM), dropping by 2.26%.
- Central Index Key (CIK): 0001907568
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Portfolio Holdings for Oliver Lagore Vanvalin Investment Group
Oliver Lagore Vanvalin Investment Group holds 728 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Oliver Lagore Vanvalin Investment Group has 728 total positions. Only the first 250 positions are shown.
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- Download the Oliver Lagore Vanvalin Investment Group June 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 23.4 | $82M | 150k | 544.22 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 8.6 | $30M | +149% | 62k | 479.11 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 5.2 | $18M | -3% | 197k | 91.78 |
|
| Goldman Sachs Physical Gold Unit (AAAU) | 3.2 | $11M | +38% | 490k | 23.00 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 2.3 | $8.2M | +6% | 128k | 64.00 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 2.3 | $8.1M | +258% | 70k | 115.47 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 2.2 | $7.8M | +6% | 40k | 197.11 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 2.0 | $7.0M | -13% | 74k | 93.65 |
|
| Goldman Sachs Etf Tr Aces Ultra Shr (GSST) | 1.9 | $6.7M | NEW | 134k | 50.36 |
|
| Listed Fd Tr Spear Alpha Etf (SPRX) | 1.6 | $5.7M | +108% | 244k | 23.57 |
|
| Amazon (AMZN) | 1.6 | $5.5M | 28k | 193.25 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 1.5 | $5.3M | -51% | 105k | 50.47 |
|
| Tema Etf Trust Obesity &cardio (HRTS) | 1.4 | $5.0M | +22% | 150k | 33.34 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 1.4 | $5.0M | +5% | 71k | 69.93 |
|
| Microsoft Corporation (MSFT) | 1.4 | $4.8M | +14% | 11k | 446.97 |
|
| Super Micro Computer (SMCI) | 1.3 | $4.7M | +401% | 5.7k | 819.35 |
|
| Apple (AAPL) | 1.3 | $4.5M | -3% | 21k | 210.62 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $3.8M | 21k | 182.15 |
|
|
| Ishares Bitcoin Tr SHS (IBIT) | 1.1 | $3.8M | +5464% | 111k | 34.14 |
|
| Meta Platforms Cl A (META) | 1.0 | $3.5M | +15% | 6.9k | 504.25 |
|
| NVIDIA Corporation (NVDA) | 0.9 | $3.1M | +1335% | 25k | 123.54 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.9 | $3.0M | -53% | 33k | 91.78 |
|
| Sprott Fds Tr Uranium Miners E (URNM) | 0.8 | $2.9M | -45% | 58k | 49.24 |
|
| Adobe Systems Incorporated (ADBE) | 0.8 | $2.7M | +41% | 4.9k | 555.54 |
|
| Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY) | 0.7 | $2.6M | -13% | 132k | 19.51 |
|
| Carlisle Companies (CSL) | 0.7 | $2.5M | +6% | 6.1k | 405.18 |
|
| Novo-nordisk A S Adr (NVO) | 0.7 | $2.3M | +10% | 16k | 142.74 |
|
| Innovator Etfs Trust Defined Wlt Shld (BALT) | 0.7 | $2.3M | -42% | 76k | 30.03 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.6 | $2.2M | +14% | 41k | 52.95 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.6 | $2.2M | +11% | 33k | 66.68 |
|
| MercadoLibre (MELI) | 0.6 | $2.1M | +28% | 1.3k | 1643.40 |
|
| Occidental Petroleum Corporation (OXY) | 0.6 | $2.1M | +12% | 33k | 63.03 |
|
| Intuit (INTU) | 0.6 | $2.0M | +29% | 3.1k | 657.21 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.6 | $2.0M | +2% | 2.0k | 1022.82 |
|
| Intuitive Surgical Com New (ISRG) | 0.6 | $2.0M | +11% | 4.4k | 444.85 |
|
| Fiserv (FI) | 0.6 | $2.0M | +24% | 13k | 149.04 |
|
| American Express Company (AXP) | 0.5 | $1.9M | +2196% | 8.2k | 231.55 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.8M | +14% | 4.5k | 406.80 |
|
| Palo Alto Networks (PANW) | 0.5 | $1.8M | +8% | 5.3k | 339.01 |
|
| Tyler Technologies (TYL) | 0.5 | $1.8M | +3% | 3.6k | 502.83 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $1.7M | -19% | 3.2k | 547.24 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.4 | $1.6M | -8% | 35k | 45.22 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $1.5M | -15% | 4.0k | 383.19 |
|
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.4 | $1.5M | -24% | 76k | 20.00 |
|
| Nextera Energy (NEE) | 0.4 | $1.5M | -18% | 22k | 70.81 |
|
| Advanced Micro Devices (AMD) | 0.4 | $1.5M | -29% | 9.4k | 162.21 |
|
| Agilent Technologies Inc C ommon (A) | 0.4 | $1.5M | +24% | 12k | 129.63 |
|
| Chevron Corporation (CVX) | 0.4 | $1.5M | +12% | 9.4k | 156.43 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $1.5M | -2% | 1.7k | 849.81 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.4 | $1.4M | +10% | 20k | 72.00 |
|
| Agnico (AEM) | 0.4 | $1.4M | -19% | 22k | 65.40 |
|
| Broadcom (AVGO) | 0.4 | $1.4M | +29% | 866.00 | 1604.86 |
|
| Oracle Corporation (ORCL) | 0.4 | $1.3M | +10% | 9.4k | 141.19 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $1.3M | +6% | 3.0k | 441.18 |
|
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.4 | $1.3M | -21% | 24k | 53.24 |
|
| Deere & Company (DE) | 0.4 | $1.2M | +17% | 3.3k | 373.61 |
|
| Snowflake Cl A (SNOW) | 0.3 | $1.2M | +34% | 8.8k | 135.09 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $1.1M | -31% | 7.8k | 145.75 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $1.1M | +40% | 1.2k | 905.47 |
|
| Pepsi (PEP) | 0.3 | $1.1M | +13% | 6.7k | 164.92 |
|
| Dynatrace Com New (DT) | 0.3 | $1.1M | +24431% | 24k | 44.74 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $1.0M | -39% | 5.1k | 202.26 |
|
| Danaher Corporation (DHR) | 0.3 | $1.0M | +12% | 4.1k | 249.86 |
|
| Hershey Company (HSY) | 0.3 | $976k | +16% | 5.3k | 183.82 |
|
| Celsius Hldgs Com New (CELH) | 0.3 | $967k | +26% | 17k | 57.09 |
|
| Waste Connections (WCN) | 0.3 | $934k | +10% | 5.3k | 175.37 |
|
| Texas Instruments Incorporated (TXN) | 0.3 | $934k | -5% | 4.8k | 194.52 |
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| Astrazeneca Sponsored Adr (AZN) | 0.3 | $901k | -12% | 12k | 77.99 |
|
| Lam Research Corporation (LRCX) | 0.3 | $896k | +9% | 841.00 | 1065.06 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $862k | +14% | 15k | 58.52 |
|
| Phillips Edison &co Common Stock (PECO) | 0.2 | $819k | +30% | 25k | 32.71 |
|
| Amer (UHAL) | 0.2 | $769k | +23% | 13k | 61.73 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $728k | +51% | 7.9k | 92.54 |
|
| Stryker Corporation (SYK) | 0.2 | $695k | +14% | 2.0k | 340.25 |
|
| DTE Energy Company (DTE) | 0.2 | $668k | +35% | 6.0k | 111.01 |
|
| Northrop Grumman Corporation (NOC) | 0.2 | $640k | 1.5k | 435.98 |
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|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $583k | -3% | 3.4k | 170.77 |
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.2 | $579k | -3% | 12k | 46.94 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $566k | +40% | 5.5k | 102.30 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $549k | +24% | 4.8k | 115.11 |
|
| Ferrari Nv Ord (RACE) | 0.2 | $523k | +21% | 1.3k | 408.43 |
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| Procter & Gamble Company (PG) | 0.1 | $497k | +5% | 3.0k | 164.92 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $491k | 2.3k | 214.56 |
|
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| Sherwin-Williams Company (SHW) | 0.1 | $453k | 1.5k | 298.47 |
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| Direxion Shs Etf Tr Auspce Cmd Stg (COM) | 0.1 | $449k | -52% | 16k | 28.91 |
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| Innovator Etfs Trust Equity Defi 2026 (AJAN) | 0.1 | $440k | +37% | 17k | 25.28 |
|
| Tesla Motors (TSLA) | 0.1 | $429k | -75% | 2.2k | 197.92 |
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| Ishares Tr Mbs Etf (MBB) | 0.1 | $426k | -5% | 4.6k | 91.81 |
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| Fidelity Covington Trust Consmr Staples (FSTA) | 0.1 | $408k | -53% | 8.6k | 47.40 |
|
| Southern Company (SO) | 0.1 | $390k | +40% | 5.0k | 77.57 |
|
| McDonald's Corporation (MCD) | 0.1 | $384k | 1.5k | 254.87 |
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|
| Valero Energy Corporation (VLO) | 0.1 | $380k | -24% | 2.4k | 156.79 |
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| Visa Com Cl A (V) | 0.1 | $352k | 1.3k | 262.55 |
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| Merck & Co (MRK) | 0.1 | $349k | 2.8k | 123.81 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $317k | -5% | 1.7k | 181.97 |
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| Wal-Mart Stores (WMT) | 0.1 | $312k | -2% | 4.6k | 67.71 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $301k | -58% | 4.4k | 68.14 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $294k | -52% | 509.00 | 576.74 |
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| Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) | 0.1 | $276k | 7.3k | 37.98 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $269k | +23% | 1.3k | 215.01 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $265k | -34% | 5.0k | 53.04 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $262k | +60% | 4.9k | 53.53 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $262k | +16% | 1.1k | 246.60 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $261k | -7% | 1.7k | 150.49 |
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| Timothy Plan Us Lrgmd Cp Core (TPLC) | 0.1 | $251k | 6.2k | 40.58 |
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| Ford Motor Company (F) | 0.1 | $245k | +2% | 20k | 12.54 |
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| Netflix (NFLX) | 0.1 | $245k | -22% | 363.00 | 674.88 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $234k | +61% | 1.0k | 226.21 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.1 | $230k | +36% | 5.7k | 40.23 |
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| CMS Energy Corporation (CMS) | 0.1 | $223k | 3.7k | 59.53 |
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| Target Corporation (TGT) | 0.1 | $215k | -5% | 1.5k | 148.04 |
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| Cisco Systems (CSCO) | 0.1 | $212k | +10% | 4.5k | 47.51 |
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| Servicenow (NOW) | 0.1 | $209k | -4% | 266.00 | 786.67 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $209k | -23% | 1.1k | 183.41 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $208k | +5% | 2.1k | 100.38 |
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| Clean Harbors (CLH) | 0.1 | $207k | 916.00 | 226.15 |
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| Nike CL B (NKE) | 0.1 | $206k | +5% | 2.7k | 75.38 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $195k | -88% | 1.9k | 100.72 |
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| Intel Corporation (INTC) | 0.1 | $194k | +14% | 6.3k | 30.97 |
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| Nfj Dividend Interest (NFJ) | 0.1 | $188k | 15k | 12.28 |
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| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.1 | $186k | 13k | 14.05 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $184k | -40% | 6.9k | 26.57 |
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| Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) | 0.1 | $183k | 6.2k | 29.46 |
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| Blackrock Etf Trust Ii Flexible Income (BINC) | 0.1 | $183k | -6% | 3.5k | 52.19 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $182k | -51% | 465.00 | 390.94 |
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| Timothy Plan Hig Dv Stk Etf (TPHD) | 0.1 | $175k | 5.0k | 34.99 |
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| Ishares Msci Emrg Chn (EMXC) | 0.0 | $172k | -2% | 2.9k | 59.21 |
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| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.0 | $171k | 2.3k | 74.82 |
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| Progressive Corporation (PGR) | 0.0 | $171k | -3% | 821.00 | 207.73 |
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| Home Depot (HD) | 0.0 | $166k | -9% | 482.00 | 344.24 |
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| Liberty All Star Equity Sh Ben Int (USA) | 0.0 | $160k | +3% | 24k | 6.80 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $160k | 3.5k | 45.40 |
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| Johnson & Johnson (JNJ) | 0.0 | $157k | -23% | 1.1k | 146.12 |
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| HEICO Corporation (HEI) | 0.0 | $157k | 700.00 | 223.61 |
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| Innovator Etfs Trust GRWT100 PWR BF (NJAN) | 0.0 | $155k | +37% | 3.4k | 45.35 |
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| Innovator Etfs Trust U S Eq 10 Buffer (ZALT) | 0.0 | $155k | +37% | 5.4k | 28.35 |
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| Emerson Electric (EMR) | 0.0 | $154k | 1.4k | 110.16 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $154k | +4% | 3.1k | 50.22 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $150k | +53% | 9.2k | 16.22 |
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| Graphic Packaging Holding Company (GPK) | 0.0 | $146k | 5.6k | 26.21 |
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| Coinbase Global Com Cl A (COIN) | 0.0 | $146k | +43% | 655.00 | 222.23 |
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| Edwards Lifesciences (EW) | 0.0 | $138k | 1.5k | 92.37 |
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| Dt Midstream Common Stock (DTM) | 0.0 | $138k | 1.9k | 71.02 |
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| Amgen (AMGN) | 0.0 | $135k | -11% | 432.00 | 312.45 |
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| Moderna (MRNA) | 0.0 | $132k | -29% | 1.1k | 118.75 |
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| Verizon Communications (VZ) | 0.0 | $130k | +59% | 3.2k | 41.25 |
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| Nuveen Equity Premium Income Fund (BXMX) | 0.0 | $130k | 9.6k | 13.50 |
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| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.0 | $130k | -5% | 2.2k | 59.42 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $126k | 2.6k | 48.61 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $126k | -94% | 1.4k | 91.14 |
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| Timothy Plan U S Sm Cp Core (TPSC) | 0.0 | $124k | 3.5k | 35.52 |
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| Huntington Ingalls Inds (HII) | 0.0 | $121k | +9% | 492.00 | 246.33 |
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| Coca-Cola Company (KO) | 0.0 | $120k | +29% | 1.9k | 63.65 |
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| LKQ Corporation (LKQ) | 0.0 | $117k | 2.8k | 41.59 |
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| Walt Disney Company (DIS) | 0.0 | $117k | -3% | 1.2k | 99.25 |
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| Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD) | 0.0 | $116k | 3.3k | 34.63 |
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| Proshares Tr Pshs Ultra Qqq (QLD) | 0.0 | $114k | +36% | 1.1k | 99.81 |
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| Philip Morris International (PM) | 0.0 | $114k | 1.1k | 101.33 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $112k | +39% | 3.0k | 37.49 |
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| Caterpillar (CAT) | 0.0 | $111k | 334.00 | 333.49 |
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| Prologis (PLD) | 0.0 | $111k | 990.00 | 112.31 |
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| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.0 | $111k | +38% | 1.3k | 82.61 |
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| Cummins (CMI) | 0.0 | $110k | 397.00 | 276.93 |
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| Reaves Util Income Com Sh Ben Int (UTG) | 0.0 | $104k | 3.8k | 27.32 |
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| Veren Com New | 0.0 | $103k | NEW | 13k | 7.87 |
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| At&t (T) | 0.0 | $98k | +29% | 5.1k | 19.11 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $98k | -99% | 595.00 | 164.27 |
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| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $97k | 10k | 9.69 |
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| CRH Ord (CRH) | 0.0 | $97k | -19% | 1.3k | 74.98 |
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| Lowe's Companies (LOW) | 0.0 | $96k | 437.00 | 220.46 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $95k | +11% | 1.6k | 58.01 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $95k | +8% | 1.6k | 58.23 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $93k | -3% | 893.00 | 103.82 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $92k | -43% | 1.1k | 86.55 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $92k | -44% | 2.6k | 35.55 |
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| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.0 | $91k | -69% | 3.9k | 23.22 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $89k | +8% | 838.00 | 106.55 |
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| L3harris Technologies (LHX) | 0.0 | $89k | 397.00 | 224.58 |
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| Ares Capital Corporation (ARCC) | 0.0 | $89k | 4.3k | 20.84 |
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| Eaton Vance Risk Managed Diversified (ETJ) | 0.0 | $85k | 9.7k | 8.78 |
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| Smucker J M Com New (SJM) | 0.0 | $85k | +47% | 781.00 | 109.04 |
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| Kirby Corporation (KEX) | 0.0 | $85k | NEW | 711.00 | 119.73 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $84k | -33% | 786.00 | 106.85 |
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| Altria (MO) | 0.0 | $82k | +41% | 1.8k | 45.55 |
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| American Homes 4 Rent Cl A (AMH) | 0.0 | $80k | -2% | 2.2k | 37.16 |
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| PPG Industries (PPG) | 0.0 | $80k | 633.00 | 125.95 |
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| Franklin Templeton (FTF) | 0.0 | $79k | +15% | 13k | 6.34 |
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| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $79k | 3.5k | 22.72 |
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| Ishares Tr Esg Msci Usa Etf (USXF) | 0.0 | $79k | -4% | 1.7k | 46.59 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $79k | -5% | 651.00 | 120.78 |
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| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.0 | $78k | -69% | 3.4k | 22.65 |
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| CSX Corporation (CSX) | 0.0 | $78k | 2.3k | 33.45 |
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| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.0 | $77k | -69% | 3.2k | 23.98 |
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| Mercantile Bank (MBWM) | 0.0 | $75k | -13% | 1.8k | 40.57 |
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| Rb Global (RBA) | 0.0 | $75k | -35% | 975.00 | 76.39 |
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| Masco Corporation (MAS) | 0.0 | $74k | 1.1k | 66.65 |
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| American Water Works (AWK) | 0.0 | $73k | -20% | 566.00 | 129.11 |
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $73k | -4% | 4.1k | 17.86 |
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| Ge Aerospace Com New (GE) | 0.0 | $73k | 458.00 | 159.08 |
|
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| Service Corporation International (SCI) | 0.0 | $71k | 994.00 | 71.13 |
|
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| Iron Mountain (IRM) | 0.0 | $70k | NEW | 785.00 | 89.62 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $70k | 150.00 | 468.13 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $70k | -27% | 790.00 | 88.52 |
|
| Berry Plastics (BERY) | 0.0 | $69k | -53% | 1.2k | 58.87 |
|
| AutoZone (AZO) | 0.0 | $68k | 23.00 | 2964.09 |
|
|
| Visteon Corp Com New (VC) | 0.0 | $68k | 635.00 | 106.70 |
|
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| General Mills (GIS) | 0.0 | $68k | +2% | 1.1k | 63.26 |
|
| Honeywell International (HON) | 0.0 | $67k | +162% | 312.00 | 213.78 |
|
| Inventrust Pptys Corp Com New (IVT) | 0.0 | $66k | 2.7k | 24.76 |
|
|
| Aim Etf Products Trust Us Lrgcp B10 Jul (JULT) | 0.0 | $65k | 1.8k | 36.99 |
|
|
| Travelers Companies (TRV) | 0.0 | $65k | 321.00 | 203.34 |
|
|
| Dimensional Etf Trust Global Core Plus (DFGP) | 0.0 | $65k | NEW | 1.2k | 52.91 |
|
| Norfolk Southern (NSC) | 0.0 | $64k | 298.00 | 214.69 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $64k | +2440% | 127.00 | 500.13 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $63k | 787.00 | 80.13 |
|
|
| Hexcel Corporation (HXL) | 0.0 | $63k | 1.0k | 62.45 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $61k | +251% | 848.00 | 72.18 |
|
| Cullen/Frost Bankers (CFR) | 0.0 | $61k | 597.00 | 101.63 |
|
|
| Ishares Tr Investment Grade (IGEB) | 0.0 | $60k | NEW | 1.3k | 44.36 |
|
| FedEx Corporation (FDX) | 0.0 | $60k | -50% | 199.00 | 300.27 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) | 0.0 | $59k | 1.3k | 44.65 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $59k | +12% | 1.5k | 39.16 |
|
| Boeing Company (BA) | 0.0 | $59k | 323.00 | 182.01 |
|
|
| Avidity Biosciences Ord (RNA) | 0.0 | $58k | 1.4k | 40.85 |
|
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| Duke Energy Corp Com New (DUK) | 0.0 | $58k | 579.00 | 100.23 |
|
|
| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $57k | -5% | 1.4k | 42.12 |
|
| Pinnacle Financial Partners (PNFP) | 0.0 | $57k | 706.00 | 80.08 |
|
|
| Dominion Resources (D) | 0.0 | $56k | +78% | 1.1k | 49.02 |
|
| Dow (DOW) | 0.0 | $55k | +218% | 1.0k | 53.05 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $55k | +4% | 440.00 | 123.80 |
|
| Uber Technologies (UBER) | 0.0 | $54k | -15% | 746.00 | 72.68 |
|
| DNP Select Income Fund (DNP) | 0.0 | $53k | 6.5k | 8.22 |
|
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $52k | 1.1k | 48.74 |
|
|
| Diamondback Energy (FANG) | 0.0 | $52k | +109% | 260.00 | 199.99 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $52k | +46% | 2.9k | 17.67 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $52k | NEW | 424.00 | 121.88 |
|
| Air Products & Chemicals (APD) | 0.0 | $52k | 200.00 | 258.05 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $51k | -17% | 424.00 | 119.38 |
|
| Prudential Financial (PRU) | 0.0 | $50k | +163% | 422.00 | 117.19 |
|
| Citigroup Com New (C) | 0.0 | $49k | -5% | 766.00 | 63.47 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.0 | $47k | 534.00 | 87.84 |
|
|
| Manulife Finl Corp (MFC) | 0.0 | $47k | 1.8k | 26.62 |
|
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $47k | -11% | 1.0k | 46.61 |
|
| Suburban Propane Partners L Unit Ltd Partn (SPH) | 0.0 | $47k | +25% | 2.5k | 18.99 |
|
| Blackrock Ltd Duration Incom Com Shs (BLW) | 0.0 | $46k | 3.3k | 13.96 |
|
|
| Ishares Msci Gbl Gold Mn (RING) | 0.0 | $46k | -76% | 1.7k | 27.61 |
|
| Aim Etf Products Trust Us Larcp B10 May (MAYT) | 0.0 | $45k | 1.4k | 31.36 |
|
|
| Wec Energy Group (WEC) | 0.0 | $45k | 578.00 | 78.46 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $45k | 404.00 | 110.38 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $44k | +4% | 676.00 | 65.44 |
|
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 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