Oliver Lagore Vanvalin Investment Group Purchases in Q2 2025

Oliver Lagore Vanvalin Investment Group

  • $263 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KMI
Kinder Morgan, Inc.

Energy
75
+ 3.4%
$25.21 - $29.4 $1.89K - $2.21K
2.28K $67K
CLF
Cleveland Cliffs Inc.

Basic Materials
1.03K
New
$5.83 - $8.88 $5.99K - $9.12K
1.03K $7K
CRL
Charles River Laboratories International, Inc.

Healthcare
40
New
$99.75 - $151.89 $3.99K - $6.08K
40 $6K
RLI
Rli Corp

Financial Services
95
New
$71.27 - $80.82 $6.77K - $7.68K
95 $6K
HLIT
Harmonic Inc

Technology
700
New
$8.25 - $9.73 $5.78K - $6.81K
700 $6K
ESTC
Elastic N.V.

Technology
152
+ 29.17%
$73.36 - $94.17 $11.2K - $14.3K
673 $56K
STNG
Scorpio Tankers Inc.

Energy
137
New
$31.86 - $44.3 $4.36K - $6.07K
137 $5K
WELL
Welltower Inc.

Real Estate
10
+ 6.85%
$136.49 - $155.22 $1.36K - $1.55K
156 $23K
DSI
Ishares Msci Kld 400 Social Et

ETFs
5
+ 0.78%
$91.62 - $116.16 $458 - $581
646 $75K
SCHX
Schwab Strategic Tr Us Large C

ETFs
185
+ 256.94%
$19.6 - $24.44 $3.63K - $4.52K
257 $6K
BNDX
Vanguard Total International B

ETFs
81
+ 289.29%
$48.77 - $49.55 $3.95K - $4.01K
109 $5K
OKE
Oneok Inc

Energy
61
New
$78.71 - $100.37 $4.8K - $6.12K
61 $4K
PGNY
Progyny, Inc.

Healthcare
200
New
$20.52 - $23.42 $4.1K - $4.68K
200 $4K
FDVV
Fidelity High Dividend ETF

ETFs
50
+ 100.0%
$43.6 - $52.02 $2.18K - $2.6K
100 $5K
TIP
Ishares Tr Tips Bd ETF

ETFs
20
+ 8.55%
$107.93 - $110.97 $2.16K - $2.22K
254 $27K
VTI
Vanguard Total Stock Market Et

ETFs
12
New
$243.75 - $303.93 $2.93K - $3.65K
12 $3K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
30
New
$62.73 - $78.42 $1.88K - $2.35K
30 $2K
VEA
Vanguard Ftse Developed Market

ETFs
41
New
$45.65 - $57.01 $1.87K - $2.34K
41 $2K
CDNS
Cadence Design Systems Inc

Technology
3
+ 4.17%
$231.64 - $323.08 $695 - $969
75 $23K
ENFR
Alerian Energy Infrastructure

ETFs
45
+ 56.25%
$28.49 - $33.44 $1.28K - $1.5K
125 $4K
VCIT
Vanguard Intermediate Term Cor

ETFs
28
New
$79.56 - $82.92 $2.23K - $2.32K
28 $2K
HESM
Hess Midstream LP

Energy
50
+ 71.43%
$35.23 - $42.89 $1.76K - $2.14K
120 $4K
IAK
Ishares Tr

ETFs
20
New
$122.44 - $138.47 $2.45K - $2.77K
20 $2K
RBLX
Roblox Corp

Communication Services
25
New
$51.22 - $105.59 $1.28K - $2.64K
25 $2K
AEP
American Electric Power CO Inc

Utilities
1
+ 1.16%
$98.59 - $109.11 $98.6 - $109
87 $9K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
58
New
$39.89 - $49.46 $2.31K - $2.87K
58 $2K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
19
New
$102.02 - $103.5 $1.94K - $1.97K
19 $1K
XLG
Invesco Exchange Traded Fd Tr

ETFs
38
New
$40.94 - $52.1 $1.56K - $1.98K
38 $1K
CMTG
Claros Mortgage Trust, Inc.

Real Estate
600
New
$2.25 - $3.66 $1.35K - $2.2K
600 $1K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
3
+ 0.15%
$22.81 - $22.97 $68.4 - $68.9
1.97K $45K
CSX
Csx Corp

Industrials
1
+ 0.04%
$26.69 - $32.91 $26.7 - $32.9
2.32K $75K
WES
Western Midstream Partners, LP

Energy
8
+ 2.39%
$34.99 - $41.61 $280 - $333
343 $13K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
25
New
$77.94 - $79.5 $1.95K - $1.99K
25 $1K
TREE
Lending Tree, Inc.

Financial Services
30
New
$33.74 - $54.12 $1.01K - $1.62K
30 $1K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
75
New
$19.55 - $21.78 $1.47K - $1.63K
75 $1K
GLDM
World Gold Trust

ETFs
14
+ 93.33%
$58.96 - $67.97 $825 - $952
29 $1K
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
0
New
N/A
0 $0
Capital Grp Fixed Incm ETF T
100
New
N/A
100 $0
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
24
New
$18.94 - $21.67 $455 - $520
24 $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
47
New
N/A
47 $0
Linde PLC
85
+ 43.15%
N/A
282 $0
CRH.L
Crh PLC

Basic Materials
446
+ 22.85%
N/A
2.4K $0
CG
Carlyle Group Inc.

Financial Services
1
+ 1.54%
$34.78 - $51.4 $34.8 - $51.4
66 $3K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
8
+ 5.06%
$13.77 - $16.67 $110 - $133
166 $2K
AUST
Austin Gold Corp.

Basic Materials
400
+ 42.92%
N/A
1.33K $1K
DRLL
Ea Ser Tr Strive U S Energy Et
5
+ 1.47%
N/A
345 $0
Astera Labs Inc
205
+ 175.21%
N/A
322 $0
SCHC
Schwab Strategic Tr Intl Small

ETFs
12
New
$32.41 - $42.59 $389 - $511
12 $0
Liberty Media Corp Del
41
+ 17.3%
N/A
278 $0
Activity Summary
Buys All Purchases 193 New Holdings 54 Increased Positions 139 Sells All Sells 186 Reductions 185 Sold out 1 Options Calls 5 Puts 0
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