Oliver Lagore Vanvalin Investment Group Purchases in Q4 2024

Oliver Lagore Vanvalin Investment Group

  • $370 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LOW
Lowes Companies Inc

Consumer Cyclical
46
+ 10.53%
$244.52 - $284.07 $11.2K - $13.1K
483 $119K
SONY
Sony Group Corp

Technology
80
+ 400.0%
$17.53 - $96.8 $1.4K - $7.74K
100 $2K
BP
Bp PLC

Energy
69
+ 53.91%
$28.16 - $33.14 $1.94K - $2.29K
197 $5K
NWL
Newell Brands Inc.

Consumer Defensive
200
New
$7.18 - $11.63 $1.44K - $2.33K
200 $1K
CACI
Caci International Inc

Technology
2
+ 3.13%
N/A
66 $28K
UA
Under Armour Inc Cl C

Consumer Cyclical
201
New
$7.37 - $9.94 $1.48K - $2K
201 $1K
AI
C3.Ai, Inc.

Technology
50
New
$22.6 - $42.94 $1.13K - $2.15K
50 $1K
UAA
Under Armour, Inc.

Consumer Cyclical
200
New
$8.21 - $11.13 $1.64K - $2.23K
200 $1K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
19
New
$89.97 - $98.59 $1.71K - $1.87K
19 $1K
BNTX
Bio N Tech Se

Healthcare
5
+ 7.58%
$99.72 - $122.68 $499 - $613
71 $8K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1
+ 9.09%
$180.39 - $205.43 $180 - $205
12 $2K
VPU
Vanguard Utilities ETF

ETFs
10
+ 9.9%
$160.52 - $179.11 $1.61K - $1.79K
111 $18K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
350
+ 198.86%
$26.93 - $84.95 $9.43K - $29.7K
526 $14K
Liberty Media Corp Del Com Lbty One S C
1
+ 0.42%
N/A
237 $0
UL
Unilever PLC

Consumer Defensive
1
+ 0.93%
$56.7 - $64.64 $56.7 - $64.6
108 $6K
VVV
Valvoline Inc

Energy
10
+ 33.33%
$36.18 - $43.41 $362 - $434
40 $1K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
152
+ 112.59%
$22.63 - $47.53 $3.44K - $7.22K
287 $6K
Super Micro Computer Inc Com New
310
New
N/A
310 $0
Grayscale Ethereum Mini Tr ETF Shs New
93
New
N/A
93 $0
GLDM
World Gold Trust

ETFs
15
New
$50.76 - $55.23 $761 - $828
15 $0
Ouster Inc Com New
500
New
N/A
500 $0
Rb Global Inc Com Npv Isin #Ca74935 Q1072 Sedol #Bmwgth9
695
+ 64.06%
N/A
1.78K $0
Innovator Etfs Trust U S Eq 10 Buffer
120
+ 2.42%
N/A
5.09K $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
4
+ 2.84%
$7.33 - $12.37 $29.3 - $49.5
145 $1K
Veralto Corp Com Shs
1.66K
+ 15.07%
N/A
12.7K $0
Arista Networks Inc Com Shs
20
New
N/A
20 $0
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
4
+ 2.6%
$16.4 - $17.85 $65.6 - $71.4
158 $2K
VTRS
Viatris Inc

Healthcare
37
+ 1233.33%
$11.32 - $13.37 $419 - $495
40 $0
Blackrock Inc Com
7
New
N/A
7 $0
Talen Energy Corp Com
111
+ 181.97%
N/A
172 $0
Tema ETF Trust Tema Obesity & Cardiometabolic ETF
9.64K
+ 20.88%
N/A
55.8K $0
Arm Holdings PLC Spon Ads Each Rep 1 Ord Shs
26
+ 12.44%
N/A
235 $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
0
New
N/A
0 $0
WES
Western Midstream Partners, LP

Energy
7
+ 2.13%
$35.7 - $40.71 $250 - $285
335 $12K
SHEL
Shell PLC

Energy
20
+ 5.85%
$60.63 - $70.23 $1.21K - $1.4K
362 $22K
Veren Inc Com Npv Isin #Ca92340 V1076 Sedol #Bnrr1 G7
88
+ 3.46%
N/A
2.64K $0
BHF
Brighthouse Financial, Inc.

Financial Services
9
New
$43.95 - $52.91 $396 - $476
9 $0
Brookfield Infrastructure Corp Exchangeable Sub Voting Shs Cl A Isin #Ca11276 H1064 Sedol #Bsqlm28
1
New
N/A
1 $0
SCHX
Schwab Strategic Tr Us Large C

ETFs
48
+ 200.0%
$22.4 - $68.28 $1.08K - $3.28K
72 $1K
Ptl Limited Com Npv
560
New
N/A
560 $0
Linde PLC Com Eur0.001
91
+ 85.85%
N/A
197 $0
Lam Research Corp Com New
15.5K
New
N/A
15.5K $0
KEX
Kirby Corp

Industrials
165
+ 16.14%
$104.14 - $130.55 $17.2K - $21.5K
1.19K $125K
Dimensional ETF Trust Global Core Plus
2.41K
+ 175.93%
N/A
3.77K $0
FVAL
Fidelity Covington Tr Value Fa

ETFs
3
New
$60.19 - $64.39 $181 - $193
3 $0
FIVA
Fidelity Covington Tr

ETFs
9
New
$24.17 - $26.43 $218 - $238
9 $0
IFRA
Ishares Tr

ETFs
1
+ 0.08%
$45.94 - $51.71 $45.9 - $51.7
1.25K $58K
DRLL
Ea Ser Tr Strive U S Energy Et
2
+ 0.59%
N/A
340 $0
STIP
Ishares Barclays 0 5 Year Tips

ETFs
0
New
$100.24 - $101.35 $0 - $0
0 $0
Activity Summary
Buys All Purchases 248 New Holdings 62 Increased Positions 186 Sells All Sells 148 Reductions 147 Sold out 1 Options Calls 6 Puts 0
Track This Portfolio

Track Oliver Lagore Vanvalin Investment Group Portfolio

Follow Oliver Lagore Vanvalin Investment Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oliver Lagore Vanvalin Investment Group, based on Form 13F filings with the SEC.

News

Stay updated on Oliver Lagore Vanvalin Investment Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email