Oliver Luxxe Assets as of March 31, 2025
Portfolio Holdings for Oliver Luxxe Assets
Oliver Luxxe Assets holds 188 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Gold Tr Gold Shs (GLD) | 2.5 | $14M | 47k | 288.14 | |
| Enterprise Products Partners (EPD) | 2.1 | $11M | 329k | 34.14 | |
| Copart (CPRT) | 2.1 | $11M | 198k | 56.59 | |
| Yum China Holdings (YUMC) | 1.7 | $9.0M | 173k | 52.06 | |
| 3M Company (MMM) | 1.7 | $9.0M | 61k | 146.86 | |
| Morgan Stanley Com New (MS) | 1.6 | $8.5M | 73k | 116.67 | |
| Philip Morris International (PM) | 1.5 | $8.2M | 52k | 158.73 | |
| Citigroup Com New (C) | 1.5 | $8.1M | 114k | 70.99 | |
| Ge Vernova (GEV) | 1.5 | $8.1M | 27k | 305.28 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.5 | $8.0M | 10.00 | 798441.60 | |
| Capital One Financial (COF) | 1.4 | $7.7M | 43k | 179.30 | |
| Abbvie (ABBV) | 1.4 | $7.7M | 37k | 209.52 | |
| Meta Platforms Cl A (META) | 1.3 | $7.2M | 13k | 576.34 | |
| Xcel Energy (XEL) | 1.3 | $7.0M | 99k | 70.79 | |
| Mueller Industries (MLI) | 1.3 | $6.9M | 91k | 76.14 | |
| Ge Aerospace Com New (GE) | 1.3 | $6.9M | 34k | 200.15 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $6.7M | 12k | 559.37 | |
| Amazon (AMZN) | 1.2 | $6.7M | 35k | 190.26 | |
| Gilead Sciences (GILD) | 1.2 | $6.6M | 59k | 112.05 | |
| Encompass Health Corp (EHC) | 1.2 | $6.5M | 64k | 101.28 | |
| Baker Hughes Company Cl A (BKR) | 1.2 | $6.3M | 144k | 43.95 | |
| Vanguard World Inf Tech Etf (VGT) | 1.2 | $6.2M | 12k | 542.36 | |
| Reliance Steel & Aluminum (RS) | 1.1 | $6.1M | 21k | 288.75 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $6.0M | 39k | 154.64 | |
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 1.1 | $6.0M | 3.2k | 1854.13 | |
| Jones Lang LaSalle Incorporated (JLL) | 1.1 | $6.0M | 24k | 247.91 | |
| Fastenal Company (FAST) | 1.1 | $5.8M | 75k | 77.55 | |
| Wells Fargo & Company (WFC) | 1.1 | $5.8M | 80k | 71.79 | |
| Visa Com Cl A (V) | 1.1 | $5.7M | 16k | 350.47 | |
| Simon Property (SPG) | 1.1 | $5.7M | 34k | 166.08 | |
| Chevron Corporation (CVX) | 1.0 | $5.6M | 34k | 167.29 | |
| Freeport-mcmoran CL B (FCX) | 1.0 | $5.6M | 147k | 37.86 | |
| Willis Towers Watson SHS (WTW) | 1.0 | $5.4M | 16k | 337.95 | |
| Astrazeneca Sponsored Adr | 1.0 | $5.4M | 74k | 73.50 | |
| Entergy Corporation (ETR) | 1.0 | $5.3M | 62k | 85.49 | |
| Baidu Spon Adr Rep A (BIDU) | 1.0 | $5.1M | 56k | 92.03 | |
| Mr Cooper Group | 0.9 | $5.0M | 42k | 119.60 | |
| Pinnacle Financial Partners | 0.9 | $5.0M | 47k | 106.04 | |
| Cheniere Energy Com New (LNG) | 0.9 | $5.0M | 22k | 231.40 | |
| Thermo Fisher Scientific (TMO) | 0.9 | $4.9M | 9.8k | 497.62 | |
| Portland Gen Elec Com New (POR) | 0.9 | $4.8M | 108k | 44.60 | |
| Charles Schwab Corporation (SCHW) | 0.9 | $4.7M | 60k | 78.28 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.8 | $4.6M | 27k | 166.00 | |
| Primo Brands Corporation Class A Com Shs (PRMB) | 0.8 | $4.6M | 128k | 35.49 | |
| Bank of America Corporation (BAC) | 0.8 | $4.5M | 107k | 41.73 | |
| OSI Systems (OSIS) | 0.8 | $4.4M | 23k | 194.34 | |
| Iron Mountain (IRM) | 0.8 | $4.4M | 52k | 86.04 | |
| Hca Holdings (HCA) | 0.8 | $4.3M | 13k | 345.55 | |
| Northwestern Energy Group In Com New (NWE) | 0.8 | $4.1M | 72k | 57.87 | |
| Boise Cascade (BCC) | 0.8 | $4.1M | 42k | 98.09 | |
| Broadcom (AVGO) | 0.7 | $4.0M | 24k | 167.43 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.7 | $4.0M | 44k | 91.73 | |
| Cummins (CMI) | 0.7 | $3.9M | 13k | 313.44 | |
| Western Alliance Bancorporation (WAL) | 0.7 | $3.9M | 51k | 76.83 | |
| Murphy Usa (MUSA) | 0.7 | $3.6M | 7.7k | 469.81 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $3.5M | 77k | 45.26 | |
| Ishares Tr Core Msci Total (IXUS) | 0.6 | $3.4M | 49k | 69.81 | |
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.6 | $3.3M | 164k | 20.35 | |
| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.6 | $3.3M | 66k | 50.35 | |
| Kyndryl Hldgs Common Stock (KD) | 0.6 | $3.3M | 105k | 31.40 | |
| Us Foods Hldg Corp call (USFD) | 0.6 | $3.3M | 50k | 65.46 | |
| Microsoft Corporation (MSFT) | 0.6 | $3.3M | 8.7k | 375.38 | |
| Celestica (CLS) | 0.6 | $3.2M | 41k | 78.84 | |
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.6 | $3.2M | 44k | 72.46 | |
| Knife River Corp Common Stock (KNF) | 0.6 | $3.1M | 35k | 90.21 | |
| WESCO International (WCC) | 0.6 | $3.1M | 20k | 155.30 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $3.0M | 25k | 118.93 | |
| D R S Technologies (DRS) | 0.6 | $3.0M | 91k | 32.88 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.6 | $3.0M | 19k | 160.23 | |
| Lpl Financial Holdings (LPLA) | 0.5 | $3.0M | 9.0k | 327.14 | |
| Rb Global (RBA) | 0.5 | $2.8M | 28k | 100.30 | |
| Brixmor Prty (BRX) | 0.5 | $2.7M | 101k | 26.55 | |
| Halozyme Therapeutics (HALO) | 0.5 | $2.6M | 40k | 63.81 | |
| Itron (ITRI) | 0.5 | $2.5M | 24k | 104.76 | |
| Permian Resources Corp Class A Com (PR) | 0.5 | $2.5M | 180k | 13.85 | |
| Diageo Spon Adr New (DEO) | 0.5 | $2.5M | 24k | 104.79 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $2.4M | 12k | 193.99 | |
| Piper Jaffray Companies (PIPR) | 0.4 | $2.4M | 9.6k | 247.66 | |
| Magnolia Oil & Gas Corp Cl A (MGY) | 0.4 | $2.4M | 94k | 25.26 | |
| Flowserve Corporation (FLS) | 0.4 | $2.4M | 49k | 48.84 | |
| Wintrust Financial Corporation (WTFC) | 0.4 | $2.3M | 21k | 112.46 | |
| Xpo Logistics Inc equity (XPO) | 0.4 | $2.3M | 21k | 107.58 | |
| Apple (AAPL) | 0.4 | $2.2M | 9.9k | 222.13 | |
| Atlantic Union B (AUB) | 0.4 | $2.2M | 70k | 31.14 | |
| Old National Ban (ONB) | 0.4 | $2.1M | 100k | 21.19 | |
| Highwoods Properties (HIW) | 0.4 | $2.1M | 72k | 29.64 | |
| Euronet Worldwide (EEFT) | 0.4 | $2.1M | 20k | 106.85 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $2.1M | 25k | 85.07 | |
| Kite Rlty Group Tr Com New (KRG) | 0.4 | $2.1M | 93k | 22.37 | |
| Cheesecake Factory Incorporated (CAKE) | 0.4 | $2.1M | 42k | 48.66 | |
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.4 | $2.1M | 105k | 19.59 | |
| Herc Hldgs (HRI) | 0.4 | $2.0M | 15k | 134.27 | |
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.4 | $2.0M | 110k | 18.53 | |
| Rush Enterprises Cl A (RUSHA) | 0.4 | $2.0M | 38k | 53.41 | |
| Gulfport Energy Corp Common Shares (GPOR) | 0.4 | $2.0M | 11k | 184.14 | |
| Enstar Group SHS (ESGR) | 0.4 | $2.0M | 6.1k | 332.38 | |
| Lazard Ltd Shs -a - (LAZ) | 0.4 | $2.0M | 46k | 43.30 | |
| WD-40 Company (WDFC) | 0.4 | $2.0M | 8.1k | 244.00 | |
| Travel Leisure Ord (TNL) | 0.4 | $1.9M | 42k | 46.29 | |
| Union Pacific Corporation (UNP) | 0.4 | $1.9M | 8.2k | 236.24 | |
| Hancock Holding Company (HWC) | 0.4 | $1.9M | 37k | 52.45 | |
| ACI Worldwide (ACIW) | 0.4 | $1.9M | 35k | 54.71 | |
| Gates Indl Corp Ord Shs (GTES) | 0.3 | $1.9M | 101k | 18.41 | |
| Greenbrier Companies (GBX) | 0.3 | $1.8M | 36k | 51.22 | |
| Synovus Finl Corp Com New (SNV) | 0.3 | $1.8M | 39k | 46.74 | |
| Primoris Services (PRIM) | 0.3 | $1.8M | 32k | 57.41 | |
| Ducommun Incorporated (DCO) | 0.3 | $1.8M | 31k | 58.03 | |
| Matson (MATX) | 0.3 | $1.8M | 14k | 128.17 | |
| SEI Investments Company (SEIC) | 0.3 | $1.8M | 23k | 77.63 | |
| Addus Homecare Corp (ADUS) | 0.3 | $1.7M | 17k | 98.89 | |
| Catalyst Pharmaceutical Partners (CPRX) | 0.3 | $1.7M | 70k | 24.25 | |
| MasTec (MTZ) | 0.3 | $1.7M | 15k | 116.71 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.3 | $1.7M | 24k | 70.40 | |
| Banc Of California (BANC) | 0.3 | $1.6M | 116k | 14.19 | |
| Brink's Company (BCO) | 0.3 | $1.6M | 19k | 86.16 | |
| Covenant Logistics Group Cl A (CVLG) | 0.3 | $1.6M | 73k | 22.20 | |
| Provident Financial Services (PFS) | 0.3 | $1.5M | 90k | 17.17 | |
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.3 | $1.5M | 79k | 19.48 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.5M | 2.9k | 532.58 | |
| Range Resources (RRC) | 0.3 | $1.5M | 37k | 39.93 | |
| Ida (IDA) | 0.3 | $1.5M | 13k | 116.22 | |
| ICU Medical, Incorporated (ICUI) | 0.3 | $1.5M | 11k | 138.86 | |
| AZZ Incorporated (AZZ) | 0.3 | $1.5M | 18k | 83.61 | |
| Lincoln National Corporation (LNC) | 0.3 | $1.4M | 39k | 35.91 | |
| Applied Industrial Technologies (AIT) | 0.3 | $1.4M | 6.2k | 225.34 | |
| Westlake Chemical Corporation (WLK) | 0.3 | $1.4M | 14k | 100.03 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.3M | 5.4k | 245.30 | |
| Enerflex (EFXT) | 0.2 | $1.3M | 170k | 7.73 | |
| Kemper Corp Del (KMPR) | 0.2 | $1.3M | 20k | 66.85 | |
| Sonic Automotive Cl A (SAH) | 0.2 | $1.3M | 23k | 56.96 | |
| United Natural Foods (UNFI) | 0.2 | $1.3M | 47k | 27.39 | |
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.2 | $1.3M | 61k | 20.68 | |
| Newmark Group Cl A (NMRK) | 0.2 | $1.3M | 103k | 12.17 | |
| Leidos Holdings (LDOS) | 0.2 | $1.2M | 9.2k | 134.94 | |
| Ardent Health Partners (ARDT) | 0.2 | $1.2M | 86k | 13.75 | |
| Cushman Wakefield SHS | 0.2 | $1.2M | 116k | 10.22 | |
| Bluelinx Hldgs Com New (BXC) | 0.2 | $1.2M | 16k | 74.98 | |
| Alaska Air (ALK) | 0.2 | $1.2M | 24k | 49.22 | |
| America's Car-Mart (CRMT) | 0.2 | $1.1M | 25k | 45.39 | |
| Advansix (ASIX) | 0.2 | $1.1M | 50k | 22.65 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $1.1M | 14k | 82.73 | |
| State Street Corporation (STT) | 0.2 | $1.1M | 12k | 89.53 | |
| Altria (MO) | 0.2 | $1.1M | 18k | 60.02 | |
| HudBay Minerals (HBM) | 0.2 | $1.0M | 134k | 7.59 | |
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.2 | $1.0M | 12k | 88.00 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.0M | 9.7k | 104.57 | |
| Honeywell International (HON) | 0.2 | $955k | 4.5k | 211.75 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $864k | 5.0k | 173.25 | |
| Tenet Healthcare Corp Com New (THC) | 0.1 | $780k | 5.8k | 134.50 | |
| Targa Res Corp (TRGP) | 0.1 | $766k | 3.8k | 200.47 | |
| Ameriprise Financial (AMP) | 0.1 | $600k | 1.2k | 484.11 | |
| Home Depot (HD) | 0.1 | $576k | 1.6k | 366.49 | |
| American Express Company (AXP) | 0.1 | $549k | 2.0k | 269.05 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $533k | 7.9k | 67.85 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $499k | 1.8k | 270.85 | |
| Pfizer (PFE) | 0.1 | $477k | 19k | 25.34 | |
| At&t (T) | 0.1 | $449k | 16k | 28.28 | |
| Prudential Financial (PRU) | 0.1 | $442k | 4.0k | 111.68 | |
| Intuit (INTU) | 0.1 | $433k | 705.00 | 613.99 | |
| Caterpillar (CAT) | 0.1 | $432k | 1.3k | 329.80 | |
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.1 | $411k | 25k | 16.59 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $407k | 2.2k | 188.19 | |
| Allstate Corporation (ALL) | 0.1 | $394k | 1.9k | 207.07 | |
| Teck Resources CL B (TECK) | 0.1 | $370k | 10k | 36.43 | |
| Norfolk Southern (NSC) | 0.1 | $364k | 1.5k | 236.85 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $354k | 2.3k | 156.23 | |
| F5 Networks (FFIV) | 0.1 | $346k | 1.3k | 266.27 | |
| Mettler-Toledo International (MTD) | 0.1 | $331k | 280.00 | 1180.91 | |
| Procter & Gamble Company (PG) | 0.1 | $320k | 1.9k | 170.42 | |
| Johnson & Johnson (JNJ) | 0.1 | $316k | 1.9k | 165.80 | |
| Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) | 0.1 | $301k | 19k | 16.31 | |
| Colgate-Palmolive Company (CL) | 0.1 | $300k | 3.2k | 93.70 | |
| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.1 | $291k | 9.7k | 30.14 | |
| Merck & Co (MRK) | 0.1 | $274k | 3.1k | 89.75 | |
| Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $265k | 11k | 24.06 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $261k | 3.2k | 81.67 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $253k | 3.0k | 83.88 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $252k | 1.7k | 150.99 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $245k | 2.1k | 115.96 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $234k | 4.5k | 51.94 | |
| FedEx Corporation (FDX) | 0.0 | $232k | 951.00 | 243.67 | |
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $231k | 2.5k | 93.45 | |
| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.0 | $218k | 8.0k | 27.30 | |
| Verizon Communications (VZ) | 0.0 | $218k | 4.8k | 45.36 | |
| NVIDIA Corporation (NVDA) | 0.0 | $206k | 1.9k | 108.38 | |
| Coherent Corp (COHR) | 0.0 | $201k | 3.1k | 64.94 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $159k | 10k | 15.43 | |
| Designer Brands Cl A (DBI) | 0.0 | $90k | 25k | 3.65 |