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
USHY
Ishares Tr Broad Usd High Yiel

ETFs
21
New
$35.3 - $37.51 $741 - $788
21 $0
UL
Unilever PLC

Consumer Defensive
1
+ 0.93%
$57.9 - $65.43 $57.9 - $65.4
109 $6K
UAL
United Airlines Holdings, Inc.

Industrials
47
+ 22.07%
$56.15 - $84.23 $2.64K - $3.96K
260 $20K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
3
+ 1.05%
$22.68 - $23.28 $68 - $69.8
290 $6K
Brookfield Corp
14
+ 51.85%
N/A
41 $0
Amplify ETF Tr
375
New
N/A
375 $0
Blackrock ETF Trust
116
New
N/A
116 $0
Coherent Corp
118
New
N/A
118 $0
FVAL
Fidelity Covington Tr Value Fa

ETFs
11
+ 366.67%
$52.8 - $63.87 $581 - $703
14 $0
FIVA
Fidelity Covington Tr

ETFs
23
+ 255.56%
$23.66 - $29.55 $544 - $680
32 $0
Fidelity Covington Trust
0
New
N/A
0 $0
MYGN
Myriad Genetics Inc

Healthcare
18
+ 26.47%
$3.84 - $8.84 $69.1 - $159
86 $0
ONL
Orion Office Reit Inc.

Real Estate
10
New
$1.52 - $2.43 $15.2 - $24.3
10 $0
MTN
Vail Resorts Inc

Consumer Cyclical
5
New
$131.42 - $164.64 $657 - $823
5 $0
Proshares Tr
1.73K
New
N/A
1.73K $0
Rb Global Inc
24
+ 1.35%
N/A
1.8K $0
Tko Group Holdings Inc
73
New
N/A
73 $0
Blackrock ETF Trust Ii
135
New
N/A
135 $0
Talen Energy Corp
128
+ 74.42%
N/A
300 $0
Arm Holdings PLC
6
+ 2.55%
N/A
241 $0
Tema ETF Trust
284
New
N/A
284 $0
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
3
+ 0.13%
$23.29 - $23.38 $69.9 - $70.1
2.32K $54K
Venture Global Inc
500
New
N/A
500 $0
Core Scientific Inc New
219
+ 18.34%
N/A
1.41K $0
QTUM
ETF Ser Solutions Defiance Qua
7.75K
New
N/A
7.75K $0
KNX
Knight Swift Transportation Holdings Inc.

Industrials
219
+ 21.0%
$38.16 - $46.72 $8.36K - $10.2K
1.26K $55K
Innovator Etfs Trust
2.36K
+ 73.85%
N/A
5.56K $0
ITB
Ishares Tr

ETFs
19
+ 15.08%
$85.52 - $96.61 $1.62K - $1.84K
145 $13K
Innovator Etfs Trust
13.2K
+ 79.47%
N/A
29.7K $0
Innovator Etfs Trust
3.94K
+ 77.53%
N/A
9.03K $0
HSC
Harsco Corp

Industrials
100
New
N/A
100 $0
HEIA
Heico Crp Cl A
20
+ 11.3%
N/A
197 $0
Innovator Etfs Trust
36.5K
+ 43.94%
N/A
120K $0
SCHV
Schwab Strategic Tr Us Large C

ETFs
0
New
$23.55 - $27.67 $0 - $0
0 $0
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
25
+ 5.0%
$45.98 - $56.15 $1.15K - $1.4K
525 $29K
CRM
Salesforce, Inc.

Technology
13
+ 19.4%
$236.26 - $291.15 $3.07K - $3.78K
80 $21K
USA
Liberty All Star Equity Fund

Financial Services
251
+ 1.06%
$5.9 - $6.81 $1.48K - $1.71K
24K $163K
PINE
Alpine Income Property Trust, Inc.

Real Estate
17
+ 1.72%
$14.71 - $17.13 $250 - $291
1.01K $14K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
893
+ 19.88%
$21.02 - $26.3 $18.8K - $23.5K
5.38K $113K
LOW
Lowes Companies Inc

Consumer Cyclical
10
+ 2.07%
$210.83 - $235.28 $2.11K - $2.35K
493 $109K
NKE
Nike, Inc.

Consumer Cyclical
1
+ 0.04%
$53.27 - $72.04 $53.3 - $72
2.73K $193K
TSLA
Tesla, Inc.

Consumer Cyclical
46
+ 1.87%
$221.86 - $362.89 $10.2K - $16.7K
2.5K $794K
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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