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, AAAU, IEF, PGHY, VYM, and represent 42.11% of Oliver Lagore Vanvalin Investment Group's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$19M), IEF (+$9.2M), BIL (+$8.1M), PGHY (+$6.4M), XLF, FXI, AAAU, XBI, QQQ, SPLV.
- Started 71 new stock positions in FWONK, TMUS, ESLT, FLNC, EVV, SQM, NEA, EOG, EXG, Medigus.
- Reduced shares in these 10 stocks: SHY (-$34M), VGT, XLE, VOO, GOVT, IVV, ESGU, VNQ, FCX, DIA.
- Sold out of its positions in AMG, AME, APH, ADI, ANSS, ADSK, AXNX, BBY, NILE, Blackrock Corpor Hi Yld Fd I.
- Oliver Lagore Vanvalin Investment Group was a net buyer of stock by $15M.
- Oliver Lagore Vanvalin Investment Group has $177M in assets under management (AUM), dropping by 14.19%.
- Central Index Key (CIK): 0001907568
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Portfolio Holdings for Oliver Lagore Vanvalin Investment Group
Oliver Lagore Vanvalin Investment Group holds 666 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Oliver Lagore Vanvalin Investment Group has 666 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Oliver Lagore Vanvalin Investment Group Dec. 31, 2022 positions
- Download the Oliver Lagore Vanvalin Investment Group December 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Put Option (SPY) | 20.1 | $36M | +109% | 93k | 382.43 | |
| Goldman Sachs Physical Gold (AAAU) | 6.1 | $11M | +27% | 595k | 18.09 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 5.5 | $9.7M | +1784% | 102k | 95.78 | |
| Invesco Global Short etf - e (PGHY) | 5.3 | $9.4M | +213% | 491k | 19.21 | |
| Vanguard High Dividend Yield ETF (VYM) | 5.1 | $9.1M | +8% | 84k | 108.21 | |
| Spdr Ser Tr 1 3 hgh yield (BIL) | 4.6 | $8.1M | NEW | 89k | 91.47 | |
| Vanguard Health Care ETF (VHT) | 2.9 | $5.2M | +28% | 21k | 248.05 | |
| Energy Select Sector SPDR (XLE) | 2.1 | $3.7M | -29% | 43k | 87.47 | |
| Invesco Solar Etf etf (TAN) | 1.9 | $3.5M | +67% | 47k | 72.94 | |
| Fidelity consmr staples (FSTA) | 1.8 | $3.2M | +5% | 71k | 44.81 | |
| Proshares Tr Ii vix mdtrm futr n (VIXM) | 1.7 | $3.1M | +40% | 101k | 30.36 | |
| Financial Select Sector SPDR (XLF) | 1.7 | $3.1M | +728% | 89k | 34.20 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 1.7 | $3.0M | -14% | 9.2k | 331.34 | |
| Invesco Qqq Trust Series 1 (QQQ) | 1.5 | $2.6M | +349% | 9.8k | 266.29 | |
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| iShares FTSE/Xinhua China 25 Index (FXI) | 1.4 | $2.5M | +46316% | 89k | 28.30 | |
| SPDR S&P Biotech (XBI) | 1.3 | $2.4M | +799% | 29k | 83.00 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 1.3 | $2.3M | -93% | 29k | 81.17 | |
| Sprott Fds Tr Uranium Miners E (URNM) | 1.3 | $2.3M | +119% | 71k | 31.74 | |
| Vanguard Information Technology ETF (VGT) | 1.1 | $2.0M | -62% | 6.1k | 319.40 | |
| Invesco S&p 500 Low Volatility Etf (SPLV) | 1.1 | $1.9M | NEW | 30k | 63.90 | |
| Apple (AAPL) | 1.0 | $1.8M | -15% | 14k | 129.93 | |
| Amazon (AMZN) | 0.9 | $1.6M | -16% | 19k | 84.00 | |
| iShares S&P 500 Index (IVV) | 0.9 | $1.6M | -34% | 4.2k | 384.18 | |
| Ishares Tr core tl usd bd (IUSB) | 0.8 | $1.3M | -18% | 30k | 44.93 | |
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.8 | $1.3M | -21% | 14k | 99.56 | |
| Utilities SPDR (XLU) | 0.7 | $1.3M | +37% | 19k | 70.50 | |
| iShares Dow Jones US Medical Dev. (IHI) | 0.7 | $1.3M | +33% | 25k | 52.57 | |
| Nextera Energy (NEE) | 0.7 | $1.3M | -17% | 16k | 83.60 | |
| Invesco Db Us Dlr Index Tr bullish (UUP) | 0.7 | $1.2M | +750% | 44k | 27.81 | |
| SPDR Gold Trust (GLD) | 0.7 | $1.2M | +96% | 7.0k | 169.63 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $1.1M | +91% | 8.4k | 134.11 | |
| Health Care SPDR (XLV) | 0.6 | $1.1M | +8% | 8.1k | 135.84 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.6 | $1.1M | +97% | 10k | 106.44 | |
| Valero Energy Corporation (VLO) | 0.6 | $1.0M | -6% | 8.1k | 126.86 | |
| Invesco Db Agriculture Fund etp (DBA) | 0.5 | $921k | +639% | 46k | 20.15 | |
| Ishares Tr etf msci usa (ESGU) | 0.5 | $914k | -45% | 11k | 84.75 | |
| Microsoft Corporation (MSFT) | 0.5 | $898k | -19% | 3.7k | 239.80 | |
| MasterCard Incorporated (MA) | 0.5 | $855k | -33% | 2.5k | 347.76 | |
| DTE Energy Company (DTE) | 0.5 | $830k | -26% | 7.1k | 117.53 | |
| American Water Works (AWK) | 0.4 | $720k | -31% | 4.7k | 152.42 | |
| Costco Wholesale Corporation (COST) | 0.4 | $642k | -11% | 1.4k | 456.37 | |
| Johnson & Johnson (JNJ) | 0.3 | $553k | -36% | 3.1k | 176.66 | |
| Berkshire Hathaway (BRK.B) | 0.3 | $502k | +21% | 1.6k | 308.90 | |
| Procter & Gamble Company (PG) | 0.3 | $502k | -27% | 3.3k | 151.58 | |
| iShares Lehman MBS Bond Fund (MBB) | 0.3 | $501k | +114% | 5.4k | 92.75 | |
| iShares MSCI EAFE Value Index (EFV) | 0.3 | $486k | -27% | 11k | 45.88 | |
| First Trust ISE Water Index Fund (FIW) | 0.3 | $469k | +12% | 5.9k | 79.36 | |
| Home Depot (HD) | 0.3 | $468k | -21% | 1.5k | 315.82 | |
| Chevron Corporation (CVX) | 0.3 | $463k | -32% | 2.6k | 179.52 | |
| Sherwin-Williams Company (SHW) | 0.2 | $428k | -50% | 1.8k | 237.35 | |
| CVS Caremark Corporation (CVS) | 0.2 | $412k | -15% | 4.4k | 93.20 | |
| Ishares Tr cmn (GOVT) | 0.2 | $398k | -72% | 18k | 22.72 | |
| Flexshares Tr mornstar upstr (GUNR) | 0.2 | $395k | +6% | 9.1k | 43.47 | |
| McCormick & Company, Incorporated (MKC) | 0.2 | $394k | -40% | 4.8k | 82.89 | |
| Waste Connections (WCN) | 0.2 | $377k | -39% | 2.8k | 132.57 | |
| Pepsi (PEP) | 0.2 | $376k | -45% | 2.1k | 180.68 | |
| Goldman Sachs Etf Tr (GTEK) | 0.2 | $367k | +15% | 18k | 20.92 | |
| Stryker Corporation (SYK) | 0.2 | $364k | -42% | 1.5k | 244.53 | |
| Global X Fds cybrscurty etf (BUG) | 0.2 | $361k | +28% | 17k | 20.75 | |
| iShares MSCI EAFE Growth Index (EFG) | 0.2 | $353k | -42% | 4.2k | 83.77 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.2 | $330k | -61% | 8.7k | 38.00 | |
| iShares S&P Latin America 40 Index (ILF) | 0.2 | $324k | +18% | 14k | 22.89 | |
| SPDR S&P Semiconductor (XSD) | 0.2 | $319k | +7% | 1.9k | 167.23 | |
| Dt Midstream (DTM) | 0.2 | $312k | -37% | 5.6k | 55.26 | |
| Ishares Inc em mkt min vol (EEMV) | 0.2 | $292k | -25% | 5.5k | 53.05 | |
| Deere & Company (DE) | 0.2 | $286k | -13% | 666.00 | 428.80 | |
| NVIDIA Corporation (NVDA) | 0.2 | $284k | -29% | 1.9k | 146.14 | |
| CMS Energy Corporation (CMS) | 0.2 | $282k | 4.5k | 63.33 | ||
| HEICO Corporation (HEI) | 0.2 | $277k | 1.8k | 153.64 | ||
| iShares Russell 2000 Index (IWM) | 0.1 | $265k | -12% | 1.5k | 174.38 | |
| FedEx Corporation (FDX) | 0.1 | $264k | -33% | 1.5k | 173.20 | |
| Humana (HUM) | 0.1 | $257k | 502.00 | 512.19 | ||
| Vaneck Vectors Gold Miners mutual (GDX) | 0.1 | $256k | +5862% | 8.9k | 28.66 | |
| Visa (V) | 0.1 | $254k | +145% | 1.2k | 207.70 | |
| Dollar General (DG) | 0.1 | $254k | 1.0k | 246.28 | ||
| Barrick Gold Corp (GOLD) | 0.1 | $249k | +82% | 15k | 17.18 | |
| Verizon Communications (VZ) | 0.1 | $245k | -17% | 6.2k | 39.40 | |
| Ishares Tr 0-5yr hi yl cp (SHYG) | 0.1 | $244k | +1116% | 6.0k | 40.89 | |
| Berry Plastics (BERY) | 0.1 | $241k | +11% | 4.0k | 60.43 | |
| Ishares Tr (EUSB) | 0.1 | $241k | -37% | 5.7k | 42.20 | |
| iShares Russell 2000 Value Index (IWN) | 0.1 | $236k | +16920% | 1.7k | 138.68 | |
| Lam Research Corporation (LRCX) | 0.1 | $235k | -30% | 559.00 | 420.30 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $232k | +33% | 2.3k | 100.92 | |
| Toro Company (TTC) | 0.1 | $224k | -58% | 2.0k | 113.18 | |
| Triton International (TRTN) | 0.1 | $218k | -47% | 3.2k | 68.79 | |
| Starbucks Corporation (SBUX) | 0.1 | $214k | -45% | 2.2k | 99.19 | |
| Phillips Edison & Co (PECO) | 0.1 | $210k | -36% | 6.6k | 31.84 | |
| Clean Harbors (CLH) | 0.1 | $206k | 1.8k | 114.12 | ||
| McDonald's Corporation (MCD) | 0.1 | $193k | +22% | 734.00 | 263.53 | |
| Tesla Motors (TSLA) | 0.1 | $190k | +43% | 1.5k | 123.18 | |
| Graphic Packaging Holding Company (GPK) | 0.1 | $187k | -3% | 8.4k | 22.25 | |
| Netflix (NFLX) | 0.1 | $183k | +13% | 622.00 | 294.88 | |
| iShares Barclays 10-20 Yr Tresry Bd (TLH) | 0.1 | $178k | -2% | 1.6k | 108.19 | |
| Tyler Technologies (TYL) | 0.1 | $175k | -40% | 544.00 | 322.41 | |
| At&t (T) | 0.1 | $173k | +51% | 9.4k | 18.41 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $170k | -16% | 1.0k | 165.27 | |
| Nike (NKE) | 0.1 | $165k | +246% | 1.4k | 117.05 | |
| LKQ Corporation (LKQ) | 0.1 | $164k | 3.1k | 53.41 | ||
| Rh (RH) | 0.1 | $161k | -21% | 603.00 | 267.19 | |
| iShares Dow Jones US Technology (IYW) | 0.1 | $158k | +14053% | 2.1k | 74.50 | |
| iShares FTSE KLD 400 Social Idx (DSI) | 0.1 | $155k | -23% | 2.2k | 71.80 | |
| UnitedHealth (UNH) | 0.1 | $142k | +3% | 268.00 | 530.25 | |
| Pioneer Natural Resources (PXD) | 0.1 | $137k | -12% | 600.00 | 228.39 | |
| Heart Test Laboratories (HSCS) | 0.1 | $136k | +547% | 162k | 0.84 | |
| Ford Motor Company (F) | 0.1 | $132k | 11k | 11.63 | ||
| Knight Swift Transn Hldgs (KNX) | 0.1 | $131k | 2.5k | 52.41 | ||
| Ishares Tr usa min vo (USMV) | 0.1 | $129k | -36% | 1.8k | 72.12 | |
| Merck & Co (MRK) | 0.1 | $129k | 1.2k | 110.95 | ||
| Edwards Lifesciences (EW) | 0.1 | $127k | -4% | 1.7k | 74.61 | |
| Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.1 | $115k | NEW | 790.00 | 146.01 | |
| Ameres (AMRC) | 0.1 | $114k | 2.0k | 57.14 | ||
| Ishares Tr (USXF) | 0.1 | $113k | -24% | 3.7k | 30.66 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $111k | +72% | 956.00 | 116.37 | |
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $111k | -3% | 1.3k | 88.23 | |
| Progressive Corporation (PGR) | 0.1 | $111k | -2% | 855.00 | 129.71 | |
| Southern Company (SO) | 0.1 | $111k | -23% | 1.5k | 71.40 | |
| InvenTrust Properties Corp (IVT) | 0.1 | $109k | -3% | 4.6k | 23.67 | |
| AutoZone (AZO) | 0.1 | $107k | -14% | 43.00 | 2475.70 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.1 | $97k | -49% | 1.0k | 94.65 | |
| Crown Holdings (CCK) | 0.1 | $97k | 1.2k | 82.21 | ||
| Cummins (CMI) | 0.1 | $97k | 400.00 | 242.29 | ||
| Pinnacle Financial Partners (PNFP) | 0.1 | $94k | 1.3k | 73.40 | ||
| Reaves Utility Income Fund (UTG) | 0.1 | $93k | +57% | 3.3k | 28.27 | |
| Intuit (INTU) | 0.1 | $93k | +6% | 239.00 | 389.26 | |
| Blackrock Us Carbon Transition (LCTU) | 0.1 | $93k | +9% | 2.2k | 42.42 | |
| Coca-Cola Company (KO) | 0.1 | $93k | +24% | 1.5k | 63.61 | |
| Realty Income (O) | 0.1 | $91k | +17% | 1.4k | 63.43 | |
| Philip Morris International (PM) | 0.1 | $90k | 893.00 | 101.21 | ||
| Twilio Inc cl a (TWLO) | 0.1 | $90k | -18% | 1.8k | 48.96 | |
| General Mills (GIS) | 0.1 | $89k | 1.1k | 83.85 | ||
| Masco Corporation (MAS) | 0.1 | $89k | 1.9k | 46.67 | ||
| Facebook Inc cl a (META) | 0.0 | $88k | +49% | 732.00 | 120.34 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $88k | +44% | 798.00 | 110.28 | |
| L3harris Technologies (LHX) | 0.0 | $87k | 418.00 | 208.21 | ||
| Ishares Tr esg usd corpt (SUSC) | 0.0 | $84k | -33% | 3.8k | 22.30 | |
| American Homes 4 Rent-a reit (AMH) | 0.0 | $82k | +45% | 2.7k | 30.14 | |
| Square Inc cl a (SQ) | 0.0 | $81k | -23% | 1.3k | 62.84 | |
| Cullen/Frost Bankers (CFR) | 0.0 | $80k | 597.00 | 133.70 | ||
| Norfolk Southern (NSC) | 0.0 | $79k | 322.00 | 246.42 | ||
| DNP Select Income Fund (DNP) | 0.0 | $78k | +52% | 7.0k | 11.25 | |
| Asml Holding (ASML) | 0.0 | $78k | +580% | 143.00 | 547.31 | |
| Target Corporation (TGT) | 0.0 | $77k | 515.00 | 149.04 | ||
| Walt Disney Company (DIS) | 0.0 | $76k | +3% | 876.00 | 86.84 | |
| Etf Managers Tr tierra xp latin (MJ) | 0.0 | $76k | -18% | 18k | 4.26 | |
| Schwab Strategic Tr 1 5yr corp bd (SCHJ) | 0.0 | $76k | +7% | 1.6k | 46.89 | |
| Ishares Tr conv bd etf (ICVT) | 0.0 | $76k | -33% | 1.1k | 69.45 | |
| Devon Energy Corporation (DVN) | 0.0 | $75k | 1.2k | 61.52 | ||
| Ishares Msci Global Gold Min etp (RING) | 0.0 | $74k | 3.3k | 22.33 | ||
| Mercantile Bank (MBWM) | 0.0 | $73k | 2.2k | 33.48 | ||
| Boeing Company (BA) | 0.0 | $73k | -12% | 385.00 | 190.49 | |
| Ishares Tr faln angls usd (FALN) | 0.0 | $71k | -69% | 2.9k | 24.61 | |
| Service Corporation International (SCI) | 0.0 | $69k | 1.0k | 69.14 | ||
| Nuveen Equity Premium Income Fund (BXMX) | 0.0 | $69k | +170% | 5.4k | 12.65 | |
| Energy Transfer Equity (ET) | 0.0 | $68k | 5.8k | 11.87 | ||
| Ishares Tr (DMXF) | 0.0 | $68k | -22% | 1.3k | 54.28 | |
| Ishares Tr msci usa small (ESML) | 0.0 | $68k | -33% | 2.1k | 32.88 | |
| BP (BP) | 0.0 | $67k | +81% | 1.9k | 34.93 | |
| iShares Silver Trust (SLV) | 0.0 | $67k | +28% | 3.0k | 22.02 | |
| Ishares U S Etf Tr Commodities Select Strategy Etf (COMT) | 0.0 | $64k | -29% | 2.3k | 28.19 | |
| CSX Corporation (CSX) | 0.0 | $63k | 2.0k | 30.98 | ||
| Schwab Strategic Tr us aggregate b (SCHZ) | 0.0 | $62k | -21% | 1.4k | 45.65 | |
| Air Products & Chemicals (APD) | 0.0 | $62k | 200.00 | 308.26 | ||
| Marathon Oil Corporation (MRO) | 0.0 | $61k | 2.2k | 27.07 | ||
| Duke Energy (DUK) | 0.0 | $60k | 582.00 | 102.99 | ||
| SPDR DJ Wilshire Large Cap (SPLG) | 0.0 | $59k | -22% | 1.3k | 44.97 | |
| Hexcel Corporation (HXL) | 0.0 | $59k | 1.0k | 58.85 | ||
| Ishares Tr msci eafe esg (ESGD) | 0.0 | $58k | -24% | 882.00 | 65.71 | |
| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $57k | +225% | 6.5k | 8.74 | |
| Principal Financial (PFG) | 0.0 | $57k | 676.00 | 83.92 | ||
| Goldman Sachs (GS) | 0.0 | $56k | +23% | 164.00 | 342.68 | |
| Enterprise Products Partners (EPD) | 0.0 | $56k | +15% | 2.3k | 24.12 | |
| Eli Lilly & Co. (LLY) | 0.0 | $56k | 153.00 | 365.84 | ||
| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $53k | -95% | 151.00 | 350.18 | |
| Plains All American Pipeline (PAA) | 0.0 | $52k | 4.5k | 11.76 | ||
| Coinbase Global (COIN) | 0.0 | $52k | -46% | 1.5k | 35.39 | |
| Ares Capital Corporation (ARCC) | 0.0 | $52k | +833% | 2.8k | 18.47 | |
| Kroger (KR) | 0.0 | $51k | +45% | 1.1k | 44.59 | |
| J.B. Hunt Transport Services (JBHT) | 0.0 | $50k | 287.00 | 174.36 | ||
| Ishares Inc msci em esg se (ESGE) | 0.0 | $50k | -42% | 1.7k | 30.06 | |
| Abbvie (ABBV) | 0.0 | $49k | +50% | 304.00 | 161.63 | |
| Caterpillar (CAT) | 0.0 | $49k | +153% | 205.00 | 239.56 | |
| Nfj Dividend Interest (NFJ) | 0.0 | $48k | +234% | 4.3k | 11.28 | |
| Pfizer (PFE) | 0.0 | $47k | -17% | 914.00 | 51.21 | |
| Ishares Tr us infrastruc (IFRA) | 0.0 | $47k | -37% | 1.3k | 36.25 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $46k | 500.00 | 92.85 | ||
| Alphabet Inc Class C cs (GOOG) | 0.0 | $46k | -4% | 520.00 | 88.73 | |
| Enbridge (ENB) | 0.0 | $44k | 1.1k | 39.10 | ||
| Wal-Mart Stores (WMT) | 0.0 | $44k | -28% | 311.00 | 141.64 | |
| Pimco Etf Tr 25yr+ zero u s (ZROZ) | 0.0 | $44k | -7% | 500.00 | 87.32 | |
| General Motors Company (GM) | 0.0 | $44k | -6% | 1.3k | 33.64 | |
| Liberty All-Star Equity Fund (USA) | 0.0 | $42k | NEW | 7.4k | 5.70 | |
| Intel Corporation (INTC) | 0.0 | $42k | -4% | 1.6k | 26.43 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $42k | 1.4k | 30.53 | ||
| Adobe Systems Incorporated (ADBE) | 0.0 | $42k | +12% | 125.00 | 336.53 | |
| Eaton Vance Risk Managed Diversified (ETJ) | 0.0 | $42k | +250% | 5.6k | 7.50 | |
| Crispr Therapeutics (CRSP) | 0.0 | $41k | -50% | 1.0k | 40.65 | |
| Vanguard Total Stock Market ETF (VTI) | 0.0 | $41k | -70% | 212.00 | 190.92 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $40k | NEW | 3.5k | 11.37 | |
| Jack Henry & Associates (JKHY) | 0.0 | $40k | 225.00 | 175.56 | ||
| Honeywell International (HON) | 0.0 | $39k | +47% | 183.00 | 214.30 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $39k | 71.00 | 550.69 | ||
| Altria (MO) | 0.0 | $39k | +9% | 850.00 | 45.71 | |
| Emerson Electric (EMR) | 0.0 | $38k | 400.00 | 96.06 | ||
| Welltower Inc Com reit (WELL) | 0.0 | $38k | 586.00 | 65.56 | ||
| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.0 | $38k | +133% | 3.5k | 10.86 | |
| Boston Scientific Corporation (BSX) | 0.0 | $38k | 819.00 | 46.27 | ||
| Dow (DOW) | 0.0 | $38k | 745.00 | 50.39 | ||
| Morgan Stanley (MS) | 0.0 | $37k | 436.00 | 85.02 | ||
| SPDR S&P Dividend (SDY) | 0.0 | $37k | -31% | 296.00 | 125.11 | |
| Real Estate Select Sect Spdr (XLRE) | 0.0 | $36k | -35% | 987.00 | 36.92 | |
| Strive U.s. Energy Etf (DRLL) | 0.0 | $35k | 1.2k | 29.45 | ||
| Prudential Financial (PRU) | 0.0 | $35k | 350.00 | 99.46 | ||
| Huntington Ingalls Inds (HII) | 0.0 | $35k | 150.00 | 230.68 | ||
| Oracle Corporation (ORCL) | 0.0 | $34k | -21% | 420.00 | 81.71 | |
| Travelers Companies (TRV) | 0.0 | $34k | -4% | 183.00 | 187.49 | |
| AllianceBernstein Holding (AB) | 0.0 | $32k | 940.00 | 34.37 | ||
| iShares S&P 500 Value Index (IVE) | 0.0 | $32k | +132% | 219.00 | 145.02 | |
| Dynatrace (DT) | 0.0 | $32k | -12% | 824.00 | 38.32 | |
| salesforce (CRM) | 0.0 | $31k | +3% | 236.00 | 132.40 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $31k | 64.00 | 486.48 | ||
| Franklin Templeton (FTF) | 0.0 | $31k | NEW | 5.0k | 6.21 | |
| Weyerhaeuser Company (WY) | 0.0 | $31k | 1.0k | 31.00 | ||
| TJX Companies (TJX) | 0.0 | $30k | 382.00 | 79.60 | ||
| Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $30k | 88.00 | 339.10 | ||
| Metropcs Communications (TMUS) | 0.0 | $29k | NEW | 205.00 | 140.00 | |
| Nokia Corporation (NOK) | 0.0 | $29k | 6.2k | 4.64 | ||
| Qualcomm (QCOM) | 0.0 | $28k | +53% | 257.00 | 110.01 | |
| iShares Dow Jones U.S. Index Fund (IYY) | 0.0 | $28k | -50% | 300.00 | 93.45 | |
| Abbott Laboratories (ABT) | 0.0 | $27k | 250.00 | 109.79 | ||
| Advanced Micro Devices (AMD) | 0.0 | $27k | -11% | 423.00 | 64.77 | |
| Mondelez Int (MDLZ) | 0.0 | $27k | +80% | 407.00 | 66.65 | |
| Duff & Phelps Global (DPG) | 0.0 | $27k | NEW | 2.0k | 13.51 | |
| Johnson Controls International Plc equity (JCI) | 0.0 | $27k | 417.00 | 64.00 | ||
| United States Oil Fund, Lp etf (USO) | 0.0 | $26k | NEW | 375.00 | 70.11 | |
| BlackRock Ltd. Duration Income Trust (BLW) | 0.0 | $26k | NEW | 2.0k | 13.07 | |
| Accenture (ACN) | 0.0 | $26k | +23% | 96.00 | 266.84 | |
| Baxter International (BAX) | 0.0 | $26k | 501.00 | 50.97 | ||
| iShares Russell Midcap Index Fund (IWR) | 0.0 | $25k | 372.00 | 67.45 | ||
| Taiwan Semiconductor Mfg (TSM) | 0.0 | $25k | -36% | 335.00 | 74.38 | |
| United Parcel Service (UPS) | 0.0 | $25k | +32% | 143.00 | 173.84 | |
| Eaton (ETN) | 0.0 | $25k | 157.00 | 157.08 | ||
| Danaher Corporation (DHR) | 0.0 | $24k | -22% | 92.00 | 265.46 | |
| Marriott International (MAR) | 0.0 | $24k | 164.00 | 148.89 | ||
| Teladoc (TDOC) | 0.0 | $24k | 1.0k | 23.65 | ||
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $24k | NEW | 2.1k | 11.80 | |
| Invesco unit investment (SPHB) | 0.0 | $24k | -93% | 385.00 | 62.33 | |
| Marvell Technology (MRVL) | 0.0 | $24k | +52% | 643.00 | 37.04 | |
| Automatic Data Processing (ADP) | 0.0 | $24k | 99.00 | 238.86 | ||
| Newmont Mining Corporation (NEM) | 0.0 | $24k | -50% | 500.00 | 47.20 | |
| Citigroup (C) | 0.0 | $24k | +141% | 520.00 | 45.23 | |
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 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