Oliver Luxxe Assets as of June 30, 2025
Portfolio Holdings for Oliver Luxxe Assets
Oliver Luxxe Assets holds 182 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Gold Tr Gold Shs (GLD) | 2.4 | $13M | 44k | 304.83 | |
| Ge Vernova (GEV) | 2.2 | $13M | 24k | 529.15 | |
| Morgan Stanley Com New (MS) | 1.9 | $10M | 74k | 140.86 | |
| Citigroup Com New (C) | 1.8 | $9.9M | 117k | 85.12 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $9.8M | 55k | 176.23 | |
| 3M Company (MMM) | 1.7 | $9.7M | 63k | 152.24 | |
| Philip Morris International (PM) | 1.7 | $9.7M | 53k | 182.13 | |
| Capital One Financial (COF) | 1.7 | $9.4M | 44k | 212.76 | |
| Meta Platforms Cl A (META) | 1.7 | $9.3M | 13k | 738.11 | |
| Ge Aerospace Com New (GE) | 1.6 | $8.8M | 34k | 257.39 | |
| Yum China Holdings (YUMC) | 1.5 | $8.1M | 182k | 44.71 | |
| Encompass Health Corp (EHC) | 1.4 | $8.0M | 65k | 122.63 | |
| Amazon (AMZN) | 1.4 | $7.9M | 36k | 219.39 | |
| Mueller Industries (MLI) | 1.3 | $7.4M | 93k | 79.47 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.3 | $7.3M | 10.00 | 728800.00 | |
| Abbvie (ABBV) | 1.3 | $7.1M | 38k | 185.62 | |
| Entergy Corporation (ETR) | 1.3 | $7.1M | 85k | 83.12 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $7.0M | 11k | 617.87 | |
| Gilead Sciences (GILD) | 1.2 | $6.9M | 63k | 110.87 | |
| Reliance Steel & Aluminum (RS) | 1.2 | $6.9M | 22k | 313.90 | |
| Wells Fargo & Company (WFC) | 1.2 | $6.7M | 84k | 80.12 | |
| Freeport-mcmoran CL B (FCX) | 1.2 | $6.7M | 154k | 43.35 | |
| Broadcom (AVGO) | 1.2 | $6.6M | 24k | 275.65 | |
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 1.2 | $6.5M | 3.3k | 1956.47 | |
| Jones Lang LaSalle Incorporated (JLL) | 1.2 | $6.5M | 25k | 255.78 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 1.2 | $6.5M | 71k | 91.73 | |
| Celestica (CLS) | 1.1 | $6.3M | 40k | 156.03 | |
| Mr Cooper Group | 1.1 | $6.3M | 42k | 149.21 | |
| Ralph Lauren Corp Cl A (RL) | 1.1 | $6.3M | 23k | 274.28 | |
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 1.1 | $6.3M | 76k | 82.18 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.1 | $6.2M | 28k | 226.49 | |
| Visa Com Cl A (V) | 1.1 | $5.9M | 17k | 355.06 | |
| Simon Property (SPG) | 1.0 | $5.7M | 36k | 160.76 | |
| Baker Hughes Company Cl A (BKR) | 1.0 | $5.7M | 149k | 38.34 | |
| Charles Schwab Corporation (SCHW) | 1.0 | $5.6M | 62k | 91.24 | |
| Vanguard World Inf Tech Etf (VGT) | 1.0 | $5.6M | 8.4k | 663.24 | |
| Astrazeneca Sponsored Adr (AZN) | 1.0 | $5.5M | 78k | 69.88 | |
| Cheniere Energy Com New (LNG) | 1.0 | $5.5M | 22k | 243.52 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.0 | $5.4M | 110k | 49.46 | |
| Pinnacle Financial Partners (PNFP) | 1.0 | $5.3M | 48k | 110.41 | |
| Bank of America Corporation (BAC) | 0.9 | $5.2M | 111k | 47.32 | |
| Smith & Nephew Spdn Adr New (SNN) | 0.9 | $5.2M | 169k | 30.63 | |
| OSI Systems (OSIS) | 0.9 | $5.2M | 23k | 224.86 | |
| Cisco Systems (CSCO) | 0.9 | $5.1M | 73k | 69.38 | |
| Chevron Corporation (CVX) | 0.9 | $5.0M | 35k | 143.19 | |
| Hca Holdings (HCA) | 0.9 | $5.0M | 13k | 383.10 | |
| Te Connectivity Ord Shs (TEL) | 0.9 | $4.9M | 29k | 168.67 | |
| Kyndryl Hldgs Common Stock (KD) | 0.8 | $4.5M | 108k | 41.96 | |
| D R S Technologies (DRS) | 0.8 | $4.3M | 92k | 46.48 | |
| Cummins (CMI) | 0.8 | $4.2M | 13k | 327.50 | |
| Microsoft Corporation (MSFT) | 0.7 | $4.2M | 8.4k | 497.39 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.7 | $4.1M | 19k | 217.75 | |
| Western Alliance Bancorporation (WAL) | 0.7 | $4.0M | 52k | 77.98 | |
| Centene Corporation (CNC) | 0.7 | $4.0M | 74k | 54.28 | |
| Primo Brands Corporation Class A Com Shs (PRMB) | 0.7 | $3.9M | 132k | 29.62 | |
| Us Foods Hldg Corp call (USFD) | 0.7 | $3.9M | 51k | 77.01 | |
| Xcel Energy (XEL) | 0.7 | $3.9M | 57k | 68.10 | |
| Northwestern Energy Group In Com New (NWE) | 0.7 | $3.8M | 74k | 51.30 | |
| Ishares Tr Core Msci Total (IXUS) | 0.7 | $3.7M | 48k | 77.31 | |
| WESCO International (WCC) | 0.7 | $3.7M | 20k | 185.20 | |
| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.6 | $3.6M | 71k | 50.34 | |
| Lpl Financial Holdings (LPLA) | 0.6 | $3.4M | 9.1k | 374.97 | |
| Itron (ITRI) | 0.6 | $3.2M | 24k | 131.63 | |
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.6 | $3.2M | 154k | 20.49 | |
| Rb Global (RBA) | 0.6 | $3.1M | 29k | 106.19 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $2.9M | 27k | 107.80 | |
| Knife River Corp Common Stock (KNF) | 0.5 | $2.9M | 35k | 81.64 | |
| Xpo Logistics Inc equity (XPO) | 0.5 | $2.7M | 21k | 126.29 | |
| Piper Jaffray Companies (PIPR) | 0.5 | $2.7M | 9.7k | 277.94 | |
| Cheesecake Factory Incorporated (CAKE) | 0.5 | $2.7M | 43k | 62.66 | |
| Brixmor Prty (BRX) | 0.5 | $2.7M | 103k | 26.04 | |
| Wintrust Financial Corporation (WTFC) | 0.5 | $2.6M | 21k | 123.98 | |
| Ducommun Incorporated (DCO) | 0.5 | $2.6M | 32k | 82.63 | |
| Synovus Finl Corp Com New (SNV) | 0.5 | $2.6M | 50k | 51.75 | |
| Sanmina (SANM) | 0.5 | $2.6M | 26k | 97.83 | |
| Flowserve Corporation (FLS) | 0.5 | $2.6M | 49k | 52.35 | |
| Diageo Spon Adr New (DEO) | 0.5 | $2.6M | 25k | 100.84 | |
| MasTec (MTZ) | 0.5 | $2.6M | 15k | 170.43 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $2.5M | 12k | 204.68 | |
| Primoris Services (PRIM) | 0.4 | $2.5M | 32k | 77.94 | |
| Permian Resources Corp Class A Com (PR) | 0.4 | $2.5M | 182k | 13.62 | |
| Urban Outfitters (URBN) | 0.4 | $2.4M | 33k | 72.54 | |
| Gates Indl Corp Ord Shs (GTES) | 0.4 | $2.4M | 102k | 23.03 | |
| Leidos Holdings (LDOS) | 0.4 | $2.3M | 14k | 157.76 | |
| Gulfport Energy Corp Common Shares (GPOR) | 0.4 | $2.3M | 11k | 201.17 | |
| Highwoods Properties (HIW) | 0.4 | $2.2M | 72k | 31.09 | |
| Lazard Ltd Shs -a - (LAZ) | 0.4 | $2.2M | 47k | 47.98 | |
| GATX Corporation (GATX) | 0.4 | $2.2M | 15k | 153.56 | |
| Travel Leisure Ord (TNL) | 0.4 | $2.2M | 43k | 51.61 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $2.2M | 24k | 91.97 | |
| Old National Ban (ONB) | 0.4 | $2.2M | 102k | 21.34 | |
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.4 | $2.2M | 116k | 18.70 | |
| Magnolia Oil & Gas Corp Cl A (MGY) | 0.4 | $2.2M | 96k | 22.48 | |
| Halozyme Therapeutics (HALO) | 0.4 | $2.1M | 41k | 52.02 | |
| Hancock Holding Company (HWC) | 0.4 | $2.1M | 37k | 57.40 | |
| Hawkins (HWKN) | 0.4 | $2.1M | 15k | 142.10 | |
| Addus Homecare Corp (ADUS) | 0.4 | $2.0M | 18k | 115.19 | |
| Euronet Worldwide (EEFT) | 0.4 | $2.0M | 20k | 101.38 | |
| Ida (IDA) | 0.4 | $2.0M | 17k | 115.45 | |
| Rush Enterprises Cl A (RUSHA) | 0.4 | $2.0M | 39k | 51.51 | |
| Sonic Automotive Cl A (SAH) | 0.3 | $1.8M | 23k | 79.93 | |
| Union Pacific Corporation (UNP) | 0.3 | $1.8M | 7.8k | 230.08 | |
| Lumentum Hldgs (LITE) | 0.3 | $1.8M | 19k | 95.06 | |
| Apple (AAPL) | 0.3 | $1.8M | 8.7k | 205.18 | |
| Covenant Logistics Group Cl A (CVLG) | 0.3 | $1.8M | 74k | 24.11 | |
| KAR Auction Services (KAR) | 0.3 | $1.8M | 73k | 24.45 | |
| Sensata Technologies Hldg Pl SHS (ST) | 0.3 | $1.8M | 59k | 30.11 | |
| Bj's Wholesale Club Holdings (BJ) | 0.3 | $1.7M | 16k | 107.83 | |
| Valmont Industries (VMI) | 0.3 | $1.7M | 5.2k | 326.57 | |
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.3 | $1.7M | 86k | 19.65 | |
| AZZ Incorporated (AZZ) | 0.3 | $1.7M | 18k | 94.48 | |
| Banc Of California (BANC) | 0.3 | $1.7M | 118k | 14.05 | |
| ACI Worldwide (ACIW) | 0.3 | $1.6M | 36k | 45.91 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $1.6M | 5.6k | 289.91 | |
| Provident Financial Services (PFS) | 0.3 | $1.6M | 91k | 17.53 | |
| Matson (MATX) | 0.3 | $1.6M | 14k | 111.35 | |
| Catalyst Pharmaceutical Partners (CPRX) | 0.3 | $1.5M | 71k | 21.70 | |
| Range Resources (RRC) | 0.3 | $1.5M | 38k | 40.67 | |
| Applied Industrial Technologies (AIT) | 0.3 | $1.5M | 6.5k | 232.45 | |
| Enterprise Products Partners (EPD) | 0.3 | $1.5M | 47k | 31.01 | |
| HudBay Minerals (HBM) | 0.3 | $1.4M | 135k | 10.61 | |
| ICU Medical, Incorporated (ICUI) | 0.3 | $1.4M | 11k | 132.15 | |
| Atlantic Union B (AUB) | 0.3 | $1.4M | 45k | 31.28 | |
| Lincoln National Corporation (LNC) | 0.2 | $1.4M | 40k | 34.60 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.4M | 2.8k | 485.77 | |
| Chefs Whse (CHEF) | 0.2 | $1.4M | 21k | 63.81 | |
| PriceSmart (PSMT) | 0.2 | $1.3M | 13k | 105.04 | |
| Cushman Wakefield SHS (CWK) | 0.2 | $1.3M | 117k | 11.07 | |
| Honeywell International (HON) | 0.2 | $1.3M | 5.5k | 232.88 | |
| Newmark Group Cl A (NMRK) | 0.2 | $1.3M | 105k | 12.15 | |
| Alkermes SHS (ALKS) | 0.2 | $1.3M | 45k | 28.61 | |
| Kemper Corp Del (KMPR) | 0.2 | $1.3M | 20k | 64.54 | |
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.2 | $1.3M | 65k | 19.52 | |
| Advansix (ASIX) | 0.2 | $1.2M | 51k | 23.75 | |
| Ardent Health Partners (ARDT) | 0.2 | $1.2M | 88k | 13.66 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $1.1M | 14k | 82.86 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.1M | 10k | 109.29 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.1M | 5.9k | 181.73 | |
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.2 | $1.1M | 51k | 20.68 | |
| Altria (MO) | 0.2 | $1.0M | 18k | 58.63 | |
| Tenet Healthcare Corp Com New (THC) | 0.2 | $999k | 5.7k | 176.00 | |
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.2 | $877k | 9.4k | 93.79 | |
| Copart (CPRT) | 0.1 | $665k | 14k | 49.07 | |
| Ameriprise Financial (AMP) | 0.1 | $657k | 1.2k | 533.73 | |
| Home Depot (HD) | 0.1 | $576k | 1.6k | 366.64 | |
| American Express Company (AXP) | 0.1 | $552k | 1.7k | 318.98 | |
| Portland Gen Elec Com New (POR) | 0.1 | $543k | 13k | 40.63 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $530k | 7.9k | 67.44 | |
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.1 | $528k | 31k | 16.78 | |
| Caterpillar (CAT) | 0.1 | $497k | 1.3k | 388.21 | |
| At&t (T) | 0.1 | $483k | 17k | 28.94 | |
| Intuit (INTU) | 0.1 | $469k | 595.00 | 787.63 | |
| Pfizer (PFE) | 0.1 | $456k | 19k | 24.24 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $443k | 1.5k | 304.38 | |
| Prudential Financial (PRU) | 0.1 | $426k | 4.0k | 107.44 | |
| Teck Resources CL B (TECK) | 0.1 | $412k | 10k | 40.38 | |
| Norfolk Southern (NSC) | 0.1 | $393k | 1.5k | 255.97 | |
| Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) | 0.1 | $389k | 24k | 16.53 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $387k | 2.2k | 177.39 | |
| Allstate Corporation (ALL) | 0.1 | $383k | 1.9k | 201.31 | |
| F5 Networks (FFIV) | 0.1 | $381k | 1.3k | 294.32 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $377k | 1.9k | 194.20 | |
| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.1 | $343k | 11k | 31.89 | |
| Mettler-Toledo International (MTD) | 0.1 | $305k | 260.00 | 1174.72 | |
| Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $304k | 12k | 25.35 | |
| NVIDIA Corporation (NVDA) | 0.1 | $300k | 1.9k | 157.99 | |
| Colgate-Palmolive Company (CL) | 0.1 | $291k | 3.2k | 90.90 | |
| Targa Res Corp (TRGP) | 0.1 | $284k | 1.6k | 174.08 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $275k | 3.0k | 91.12 | |
| Johnson & Johnson (JNJ) | 0.0 | $273k | 1.8k | 152.72 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $270k | 2.1k | 128.52 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $255k | 1.6k | 157.79 | |
| Procter & Gamble Company (PG) | 0.0 | $250k | 1.6k | 159.32 | |
| Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) | 0.0 | $246k | 12k | 20.60 | |
| Verizon Communications (VZ) | 0.0 | $235k | 5.4k | 43.27 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $231k | 2.9k | 80.97 | |
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $217k | 1.5k | 147.52 | |
| Coherent Corp (COHR) | 0.0 | $207k | 2.3k | 89.21 | |
| Iron Mountain (IRM) | 0.0 | $205k | 2.0k | 102.57 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $203k | 6.2k | 32.81 | |
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $203k | 2.4k | 84.81 | |
| Designer Brands Cl A (DBI) | 0.0 | $83k | 35k | 2.38 |