Lanham O'Dell & Company, Inc. Portfolio Holdings

Lanham O'Dell & Company, Inc.

  • $183 Million
  • Q4 2024

Lanham O'Dell & Company, Inc. has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $183 Million distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $117M, Spdr S&P 500 ETF Trust with a value of $22.9M, Vanguard Index Fds S&P 500 ETF with a value of $17.1M, Vanguard Total Stock Market Et with a value of $15.8M, and City Holding CO with a value of $1.45M.

Examining the 13F form we can see an increase of $4.5M in the current position value, from $178M to 183M.

Lanham O'Dell & Company, Inc. is based out at Hurricane, WV

Below you can find more details about Lanham O'Dell & Company, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $183 Million
Financial Services: $119 Million
ETFs: $56.8 Million
Technology: $2.84 Million
Healthcare: $1.28 Million
Consumer Cyclical: $807,000
Energy: $739,000
Industrials: $518,000
Utilities: $463,000
Other: $614,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$624B
$117 Million 63.91% of portfolio
257,595
Q4 2024 Reduced 0.07%
$3.93T
$1.16 Million 0.63% of portfolio
4,617
Q4 2024 Reduced 4.23%
$346B
$843,000 0.46% of portfolio
6,278
Q4 2024 Reduced 0.43%
$2.33T
$532,000 0.29% of portfolio
2,427
Q4 2024 Added 12.67%
$304B
$513,000 0.28% of portfolio
3,543
Q4 2024 Added 0.48%
$490B
$439,000 0.24% of portfolio
869
Q1 2024 Added 1.64%
$811B
$424,000 0.23% of portfolio
1,771
Q4 2024 Added 0.06%
$3.04T
$337,000 0.18% of portfolio
800
Q2 2024 Reduced 22.18%
$1.66T
$317,000 0.17% of portfolio
538
Q4 2024 Added 10.25%
$234B
$303,000 0.17% of portfolio
1,381
Q4 2024 Added 0.15%
$802B
$275,000 0.15% of portfolio
357
Q4 2024 Added 0.56%
$210B
$253,000 0.14% of portfolio
2,548
Q4 2024 New
$451B
$226,000 0.12% of portfolio
2,108
Q4 2024 New
$266B
$204,000 0.11% of portfolio
3,459
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $183 Million
  • Prior Value $178 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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