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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.36B
$313,000 0.17% of portfolio
15,000
Q4 2024 Reduced 11.76%
$8.14B
$275,000 0.15% of portfolio
8,234
Q4 2021 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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