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, BIL, SGOV, JPST, and represent 43.66% of Oliver Lagore Vanvalin Investment Group's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$72M), JPST (+$8.4M), RSP (+$8.3M), IEF (+$5.6M), QQQM, SPLG, COM, META, ARKK, XEL.
- Started 84 new stock positions in SEDG, HEI.A, HITI, RMBL, EG, IBTG, TWO, ANTE, NVST, GREE.
- Reduced shares in these 10 stocks: BIL (-$38M), SGOV (-$23M), XLU (-$8.4M), AAAU, XHLF, IEI, TLT, PGHY, QQQ, EDV.
- Sold out of its positions in ADMA, ASX, Activision Blizzard, AAP, ABNB, AIN, ARE, AMLI, COR, AMP.
- Oliver Lagore Vanvalin Investment Group was a net buyer of stock by $1.7M.
- Oliver Lagore Vanvalin Investment Group has $269M in assets under management (AUM), dropping by 6.50%.
- Central Index Key (CIK): 0001907568
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Portfolio Holdings for Oliver Lagore Vanvalin Investment Group
Oliver Lagore Vanvalin Investment Group holds 785 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Oliver Lagore Vanvalin Investment Group has 785 total positions. Only the first 250 positions are shown.
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- Download the Oliver Lagore Vanvalin Investment Group December 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 29.1 | $78M | +1056% | 165k | 475.31 |
|
| Goldman Sachs Physical Gold Unit (AAAU) | 4.2 | $11M | -30% | 554k | 20.43 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 3.6 | $9.6M | -79% | 105k | 91.39 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 3.6 | $9.6M | -70% | 96k | 100.27 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 3.2 | $8.5M | +9860% | 170k | 50.23 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.2 | $8.5M | -21% | 21k | 409.53 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 3.1 | $8.3M | +373492% | 52k | 157.80 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 2.1 | $5.7M | +86% | 103k | 55.90 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 2.1 | $5.6M | +24734% | 58k | 96.39 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 2.0 | $5.4M | +100% | 32k | 168.54 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 1.4 | $3.8M | +12% | 64k | 59.24 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.4 | $3.7M | -41% | 32k | 117.13 |
|
| Apple (AAPL) | 1.3 | $3.5M | +9% | 18k | 192.53 |
|
| Amazon (AMZN) | 1.3 | $3.4M | +9% | 22k | 151.94 |
|
| Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY) | 1.2 | $3.2M | -41% | 163k | 19.53 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $3.0M | -5% | 6.3k | 477.61 |
|
| Microsoft Corporation (MSFT) | 1.1 | $2.9M | +20% | 7.8k | 376.05 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $2.3M | +31% | 17k | 139.69 |
|
| Meta Platforms Cl A (META) | 0.8 | $2.2M | +58% | 6.3k | 353.96 |
|
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.8 | $2.2M | -24% | 106k | 20.62 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.8 | $2.2M | +9% | 20k | 107.49 |
|
| Nike CL B (NKE) | 0.7 | $1.8M | +17% | 16k | 108.57 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.7 | $1.8M | -57% | 18k | 98.88 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.6 | $1.7M | -14% | 13k | 136.38 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.6 | $1.7M | -35% | 21k | 83.84 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.6 | $1.6M | +25% | 119k | 13.30 |
|
| Carlisle Companies (CSL) | 0.6 | $1.5M | +33% | 4.9k | 312.46 |
|
| Tesla Motors (TSLA) | 0.6 | $1.5M | +37% | 6.1k | 248.50 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.5 | $1.5M | -17% | 32k | 46.07 |
|
| Direxion Shs Etf Tr Auspce Cmd Stg (COM) | 0.5 | $1.4M | NEW | 51k | 27.81 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.5 | $1.4M | +62% | 1.9k | 756.73 |
|
| Xcel Energy (XEL) | 0.5 | $1.4M | +110% | 22k | 61.91 |
|
| Fidelity Covington Trust Consmr Staples (FSTA) | 0.5 | $1.3M | -42% | 29k | 44.63 |
|
| Occidental Petroleum Corporation (OXY) | 0.5 | $1.3M | +71% | 22k | 59.71 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.5 | $1.3M | +36% | 19k | 67.38 |
|
| Novo-nordisk A S Adr (NVO) | 0.5 | $1.3M | +69% | 12k | 103.45 |
|
| Intuitive Surgical Com New (ISRG) | 0.5 | $1.2M | +71% | 3.7k | 337.36 |
|
| Fiserv (FI) | 0.5 | $1.2M | +49% | 9.4k | 132.84 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.5 | $1.2M | +11% | 26k | 47.86 |
|
| Palo Alto Networks (PANW) | 0.5 | $1.2M | +46% | 4.2k | 294.88 |
|
| Tyler Technologies (TYL) | 0.5 | $1.2M | +47% | 2.9k | 418.17 |
|
| MercadoLibre (MELI) | 0.4 | $1.2M | +38% | 757.00 | 1571.54 |
|
| Intuit (INTU) | 0.4 | $1.2M | +64% | 1.9k | 625.19 |
|
| Chevron Corporation (CVX) | 0.4 | $1.2M | 7.9k | 149.17 |
|
|
| Costco Wholesale Corporation (COST) | 0.4 | $1.1M | -11% | 1.7k | 660.25 |
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $1.1M | +52% | 1.8k | 596.60 |
|
| DTE Energy Company (DTE) | 0.4 | $1.1M | -3% | 9.7k | 110.26 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.1M | +18% | 3.0k | 356.66 |
|
| Nextera Energy (NEE) | 0.4 | $1.0M | -7% | 17k | 60.74 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $1.0M | +4% | 2.4k | 426.47 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.4 | $975k | -89% | 15k | 63.33 |
|
| Agilent Technologies Inc C ommon (A) | 0.4 | $964k | +13% | 6.9k | 139.03 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.4 | $949k | -53% | 2.5k | 376.83 |
|
| Johnson & Johnson (JNJ) | 0.3 | $931k | 5.9k | 156.75 |
|
|
| Procter & Gamble Company (PG) | 0.3 | $920k | 6.3k | 146.55 |
|
|
| Super Micro Computer (SMCI) | 0.3 | $905k | +70% | 3.2k | 284.26 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $898k | -14% | 3.5k | 255.32 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.3 | $889k | -32% | 1.8k | 484.01 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.3 | $833k | +2055% | 16k | 52.37 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $767k | 4.5k | 170.12 |
|
|
| Celsius Hldgs Com New (CELH) | 0.3 | $752k | +443% | 14k | 54.52 |
|
| Pepsi (PEP) | 0.3 | $733k | +28% | 4.3k | 169.83 |
|
| Oracle Corporation (ORCL) | 0.3 | $722k | +16% | 6.9k | 105.44 |
|
| Snowflake Cl A (SNOW) | 0.3 | $714k | -15% | 3.6k | 199.00 |
|
| Waste Connections (WCN) | 0.3 | $711k | +6% | 4.8k | 149.28 |
|
| Deere & Company (DE) | 0.3 | $700k | +3% | 1.8k | 399.95 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $694k | +13465% | 9.0k | 77.51 |
|
| American Water Works (AWK) | 0.2 | $660k | 5.0k | 131.98 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $657k | -36% | 13k | 52.10 |
|
| Amer (UHAL) | 0.2 | $646k | +6% | 9.0k | 71.80 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $640k | -51% | 3.7k | 175.24 |
|
| Sherwin-Williams Company (SHW) | 0.2 | $628k | -6% | 2.0k | 311.96 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $619k | -11% | 4.2k | 147.15 |
|
| Lam Research Corporation (LRCX) | 0.2 | $618k | +8% | 789.00 | 783.35 |
|
| Toro Company (TTC) | 0.2 | $609k | +7% | 6.3k | 95.98 |
|
| FedEx Corporation (FDX) | 0.2 | $608k | +42% | 2.4k | 252.93 |
|
| Stryker Corporation (SYK) | 0.2 | $529k | -7% | 1.8k | 299.42 |
|
| Northrop Grumman Corporation (NOC) | 0.2 | $527k | -5% | 1.1k | 468.14 |
|
| Valero Energy Corporation (VLO) | 0.2 | $524k | +5% | 4.0k | 130.00 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $511k | -4% | 1.8k | 277.19 |
|
| Phillips Edison &co Common Stock (PECO) | 0.2 | $509k | +17% | 14k | 36.48 |
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $493k | -16% | 5.2k | 94.08 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $453k | -50% | 4.7k | 96.86 |
|
| McDonald's Corporation (MCD) | 0.2 | $447k | 1.5k | 296.52 |
|
|
| Hershey Company (HSY) | 0.2 | $435k | +26% | 2.3k | 186.46 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $434k | -9% | 4.3k | 99.98 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.2 | $417k | -19% | 8.3k | 50.47 |
|
| Visa Com Cl A (V) | 0.1 | $362k | +3% | 1.4k | 260.38 |
|
| Danaher Corporation (DHR) | 0.1 | $361k | +23% | 1.6k | 231.35 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $357k | -44% | 7.0k | 50.58 |
|
| Southern Company (SO) | 0.1 | $326k | 4.7k | 70.12 |
|
|
| Merck & Co (MRK) | 0.1 | $307k | -16% | 2.8k | 109.03 |
|
| Netflix (NFLX) | 0.1 | $283k | 582.00 | 486.88 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $267k | -6% | 1.4k | 191.17 |
|
| Intel Corporation (INTC) | 0.1 | $266k | 5.3k | 50.25 |
|
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $265k | -59% | 5.7k | 46.36 |
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.1 | $262k | -64% | 3.7k | 70.17 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $255k | +36% | 2.3k | 110.64 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $253k | +19% | 2.1k | 122.76 |
|
| CMS Energy Corporation (CMS) | 0.1 | $252k | -9% | 4.3k | 58.07 |
|
| Wal-Mart Stores (WMT) | 0.1 | $250k | -16% | 1.6k | 157.65 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $240k | -59% | 4.7k | 51.26 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $226k | +27% | 387.00 | 582.94 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $221k | -89% | 10k | 21.78 |
|
| NVIDIA Corporation (NVDA) | 0.1 | $221k | +36% | 446.00 | 495.59 |
|
| Target Corporation (TGT) | 0.1 | $218k | 1.5k | 142.42 |
|
|
| Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) | 0.1 | $215k | 6.2k | 34.90 |
|
|
| Marathon Petroleum Corp (MPC) | 0.1 | $203k | 1.4k | 148.38 |
|
|
| Timothy Plan Us Lrgmd Cp Core (TPLC) | 0.1 | $196k | 5.1k | 38.21 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $196k | 2.3k | 84.13 |
|
|
| Nfj Dividend Interest (NFJ) | 0.1 | $193k | 15k | 12.60 |
|
|
| Cisco Systems (CSCO) | 0.1 | $192k | 3.8k | 50.52 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $189k | 1.1k | 170.47 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $187k | -37% | 2.9k | 65.06 |
|
| Home Depot (HD) | 0.1 | $185k | -27% | 534.00 | 346.55 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $178k | +79600% | 797.00 | 223.45 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $171k | -39% | 3.7k | 46.63 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $169k | -9% | 2.3k | 75.11 |
|
| Berry Plastics (BERY) | 0.1 | $162k | -15% | 2.4k | 67.39 |
|
| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.1 | $161k | 13k | 12.19 |
|
|
| Clean Harbors (CLH) | 0.1 | $157k | -6% | 901.00 | 174.51 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $156k | +4% | 1.5k | 104.89 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $151k | +34% | 4.6k | 33.25 |
|
| Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) | 0.1 | $148k | 5.0k | 29.53 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $146k | -60% | 2.5k | 59.32 |
|
| Liberty All Star Equity Sh Ben Int (USA) | 0.1 | $144k | 23k | 6.38 |
|
|
| LKQ Corporation (LKQ) | 0.1 | $141k | +21% | 2.9k | 47.79 |
|
| Amgen (AMGN) | 0.1 | $139k | +8% | 482.00 | 288.04 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $138k | -64% | 1.2k | 116.31 |
|
| Emerson Electric (EMR) | 0.1 | $136k | 1.4k | 97.33 |
|
|
| Timothy Plan Hig Dv Stk Etf (TPHD) | 0.1 | $135k | 4.1k | 33.12 |
|
|
| Graphic Packaging Holding Company (GPK) | 0.1 | $135k | -5% | 5.5k | 24.65 |
|
| Prologis (PLD) | 0.0 | $132k | -3% | 990.00 | 133.30 |
|
| Progressive Corporation (PGR) | 0.0 | $131k | -5% | 821.00 | 159.28 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $129k | -60% | 2.2k | 58.34 |
|
| HEICO Corporation (HEI) | 0.0 | $125k | 700.00 | 178.87 |
|
|
| Nuveen Equity Premium Income Fund (BXMX) | 0.0 | $123k | 9.6k | 12.83 |
|
|
| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.0 | $121k | +29% | 2.3k | 52.34 |
|
| Ford Motor Company (F) | 0.0 | $119k | -11% | 9.8k | 12.19 |
|
| Huntington Ingalls Inds (HII) | 0.0 | $117k | 451.00 | 259.64 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $114k | -11% | 1.5k | 76.25 |
|
| UnitedHealth (UNH) | 0.0 | $113k | +12% | 214.00 | 526.71 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $111k | 2.6k | 42.57 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $108k | +23% | 238.00 | 453.34 |
|
| Philip Morris International (PM) | 0.0 | $106k | 1.1k | 94.08 |
|
|
| Dt Midstream Common Stock (DTM) | 0.0 | $104k | -18% | 1.9k | 54.79 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $103k | +42% | 732.00 | 140.93 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $103k | -42% | 1.3k | 77.73 |
|
| Reaves Util Income Com Sh Ben Int (UTG) | 0.0 | $102k | 3.8k | 26.74 |
|
|
| Timothy Plan U S Sm Cp Core (TPSC) | 0.0 | $101k | 2.9k | 35.38 |
|
|
| Verizon Communications (VZ) | 0.0 | $99k | -33% | 2.6k | 37.70 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $99k | 512.00 | 192.48 |
|
|
| Lowe's Companies (LOW) | 0.0 | $97k | -6% | 437.00 | 222.55 |
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| Rb Global (RBA) | 0.0 | $97k | +63% | 1.4k | 66.90 |
|
| Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD) | 0.0 | $95k | 2.7k | 34.69 |
|
|
| Cummins (CMI) | 0.0 | $95k | 397.00 | 239.57 |
|
|
| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $94k | -33% | 10k | 9.43 |
|
| PPG Industries (PPG) | 0.0 | $92k | -13% | 618.00 | 149.58 |
|
| Knight-swift Transn Hldgs In Cl A (KNX) | 0.0 | $86k | -15% | 1.5k | 57.66 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $86k | -40% | 1.9k | 45.69 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $86k | +13% | 942.00 | 91.09 |
|
| Mercantile Bank (MBWM) | 0.0 | $86k | 2.1k | 40.38 |
|
|
| Coca-Cola Company (KO) | 0.0 | $86k | 1.5k | 58.93 |
|
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| Ares Capital Corporation (ARCC) | 0.0 | $85k | 4.3k | 20.03 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $84k | 1.9k | 43.85 |
|
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| Boeing Company (BA) | 0.0 | $84k | -10% | 323.00 | 260.66 |
|
| L3harris Technologies (LHX) | 0.0 | $84k | -4% | 397.00 | 210.62 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $83k | -24% | 769.00 | 108.41 |
|
| Ishares Msci Gbl Gold Mn (RING) | 0.0 | $81k | 3.3k | 24.58 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $80k | 5.8k | 13.80 |
|
|
| Ishares Tr Global Energ Etf (IXC) | 0.0 | $80k | NEW | 2.0k | 39.12 |
|
| American Homes 4 Rent Cl A (AMH) | 0.0 | $76k | -14% | 2.1k | 35.96 |
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| Eaton Vance Risk Managed Diversified (ETJ) | 0.0 | $76k | 9.7k | 7.84 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $75k | -38% | 722.00 | 104.48 |
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| Hexcel Corporation (HXL) | 0.0 | $74k | 1.0k | 73.75 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $73k | -71% | 904.00 | 81.09 |
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| At&t (T) | 0.0 | $73k | -37% | 4.4k | 16.78 |
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| Masco Corporation (MAS) | 0.0 | $73k | -13% | 1.1k | 67.01 |
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| Ishares Msci Emrg Chn (EMXC) | 0.0 | $73k | NEW | 1.3k | 55.42 |
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| Norfolk Southern (NSC) | 0.0 | $70k | 298.00 | 236.38 |
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| CSX Corporation (CSX) | 0.0 | $70k | 2.0k | 34.67 |
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| Ishares Tr Esg Msci Usa Etf (USXF) | 0.0 | $70k | 1.8k | 39.83 |
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| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $70k | +12% | 3.0k | 23.27 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $68k | -29% | 766.00 | 89.09 |
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| Service Corporation International (SCI) | 0.0 | $68k | 994.00 | 68.45 |
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| General Mills (GIS) | 0.0 | $68k | 1.0k | 65.14 |
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| Inventrust Pptys Corp Com New (IVT) | 0.0 | $67k | -38% | 2.7k | 25.34 |
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| Franklin Templeton (FTF) | 0.0 | $67k | 11k | 6.22 |
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| American Express Company (AXP) | 0.0 | $67k | 359.00 | 187.34 |
|
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| Smucker J M Com New (SJM) | 0.0 | $67k | 531.00 | 126.38 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $66k | 500.00 | 130.92 |
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| Cullen/Frost Bankers (CFR) | 0.0 | $65k | 597.00 | 108.49 |
|
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $65k | 4.3k | 15.15 |
|
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $65k | -4% | 1.4k | 47.76 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $64k | -5% | 1.6k | 40.27 |
|
| DNP Select Income Fund (DNP) | 0.0 | $64k | 7.5k | 8.48 |
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| Travelers Companies (TRV) | 0.0 | $63k | 330.00 | 190.49 |
|
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| Starbucks Corporation (SBUX) | 0.0 | $62k | -14% | 648.00 | 96.03 |
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| Coinbase Global Com Cl A (COIN) | 0.0 | $62k | 355.00 | 173.92 |
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| Aim Etf Products Trust Us Lrgcp B10 Jul (JULT) | 0.0 | $61k | 1.8k | 33.60 |
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| Pinnacle Financial Partners (PNFP) | 0.0 | $61k | -14% | 693.00 | 87.25 |
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| Boston Scientific Corporation (BSX) | 0.0 | $59k | +15% | 1.0k | 57.81 |
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| Visteon Corp Com New (VC) | 0.0 | $59k | NEW | 475.00 | 124.90 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $57k | -61% | 923.00 | 61.56 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $56k | 579.00 | 97.04 |
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| First Tr Exchng Traded Fd Vi Cboe Vest Us Buf (FMAY) | 0.0 | $55k | 1.3k | 41.44 |
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| Air Products & Chemicals (APD) | 0.0 | $55k | -4% | 200.00 | 273.80 |
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| Caterpillar (CAT) | 0.0 | $54k | -12% | 181.00 | 296.06 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $53k | -70% | 2.3k | 23.04 |
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| Principal Financial (PFG) | 0.0 | $53k | 676.00 | 78.67 |
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| Broadcom (AVGO) | 0.0 | $53k | +30% | 47.00 | 1116.36 |
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| AutoZone (AZO) | 0.0 | $52k | -23% | 20.00 | 2585.60 |
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| Enterprise Products Partners (EPD) | 0.0 | $51k | -16% | 2.0k | 26.34 |
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| Altria (MO) | 0.0 | $51k | 1.3k | 40.34 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $49k | -69% | 243.00 | 200.71 |
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| Wec Energy Group (WEC) | 0.0 | $49k | +377% | 578.00 | 84.17 |
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| Crown Holdings (CCK) | 0.0 | $49k | -13% | 527.00 | 92.12 |
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| Realty Income (O) | 0.0 | $48k | -41% | 837.00 | 57.42 |
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| Aim Etf Products Trust Us Lrgcp B20 Jan (JANW) | 0.0 | $47k | +1970% | 1.6k | 30.30 |
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| Natera (NTRA) | 0.0 | $47k | +109% | 745.00 | 62.64 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $47k | 644.00 | 72.43 |
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| Blackrock Ltd Duration Incom Com Shs (BLW) | 0.0 | $46k | 3.3k | 13.98 |
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| General Electric Com New (GE) | 0.0 | $45k | 355.00 | 127.63 |
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| Devon Energy Corporation (DVN) | 0.0 | $44k | -18% | 975.00 | 45.30 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $44k | -77% | 564.00 | 78.02 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $43k | 355.00 | 121.51 |
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| Servicenow (NOW) | 0.0 | $42k | +30% | 60.00 | 706.48 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $42k | 1.4k | 31.19 |
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| Gfl Environmental Sub Vtg Shs (GFL) | 0.0 | $42k | +60% | 1.2k | 34.51 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $41k | -42% | 461.00 | 89.80 |
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| Abbott Laboratories (ABT) | 0.0 | $41k | 369.00 | 110.07 |
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| Aim Etf Products Trust Us Larcp B10 May (MAYT) | 0.0 | $41k | 1.4k | 28.04 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $40k | +37% | 1.4k | 28.64 |
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| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.0 | $40k | -58% | 528.00 | 75.67 |
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| Advanced Micro Devices (AMD) | 0.0 | $40k | +36% | 271.00 | 147.41 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $40k | +33% | 759.00 | 52.33 |
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.0 | $40k | +4% | 621.00 | 63.86 |
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| Manulife Finl Corp (MFC) | 0.0 | $39k | 1.8k | 22.10 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 0.0 | $39k | +33% | 1.4k | 28.61 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $38k | -93% | 600.00 | 62.69 |
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| TransDigm Group Incorporated (TDG) | 0.0 | $38k | +48% | 37.00 | 1015.38 |
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| Walt Disney Company (DIS) | 0.0 | $38k | -18% | 415.00 | 90.29 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $37k | 296.00 | 124.97 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.0 | $36k | +453% | 853.00 | 42.40 |
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| Uber Technologies (UBER) | 0.0 | $36k | +82% | 578.00 | 61.57 |
|
| J.B. Hunt Transport Services (JBHT) | 0.0 | $35k | -13% | 173.00 | 199.77 |
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| Abbvie (ABBV) | 0.0 | $34k | -32% | 221.00 | 154.97 |
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| Charter Communications Inc N Cl A (CHTR) | 0.0 | $34k | 88.00 | 388.68 |
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| Pimco Etf Tr 25yr+ Zero U S (ZROZ) | 0.0 | $34k | -27% | 400.00 | 85.33 |
|
| Invesco Qqq Tr Put | 0.0 | $34k | NEW | 75.00 | 455.00 |
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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 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