Oliver Lagore Vanvalin Investment Group Incresed Positions in Q4 2024

Oliver Lagore Vanvalin Investment Group

  • $370 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DAL
Delta Air Lines, Inc.

Industrials
645
+ 322.5%
$47.46 - $65.77 $30.6K - $42.4K
845 $51K
GLD
Spdr Gold Trust

ETFs
166
+ 13.45%
$236.59 - $257.5 $39.3K - $42.7K
1.4K $338K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
145
+ 3.42%
$442.29 - $483.08 $64.1K - $70K
4.39K $1.99M
GLBE
Global E Online Ltd.

Consumer Cyclical
503
+ 174.05%
$35.95 - $57.07 $18.1K - $28.7K
792 $43K
PWR
Quanta Services, Inc.

Industrials
95
+ 78.51%
$296.05 - $346.6 $28.1K - $32.9K
216 $68K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
2K
+ 500.0%
$14.52 - $15.51 $29K - $31K
2.4K $35K
FANG
Diamondback Energy, Inc.

Energy
203
+ 47.21%
$153.06 - $199.5 $31.1K - $40.5K
633 $103K
ET
Energy Transfer LP

Energy
5
+ 0.06%
$16.05 - $19.86 $80.3 - $99.3
8.02K $157K
IWM
Ishares Russell 2000 ETF

ETFs
107
+ 891.67%
$216.13 - $242.4 $23.1K - $25.9K
119 $26K
XLF
Financial Sector Spdr

ETFs
409
+ 59.28%
$44.89 - $51.34 $18.4K - $21K
1.1K $53K
SOUN
Soundhound Ai, Inc.

Technology
105
+ 8.08%
$4.51 - $24.23 $474 - $2.54K
1.41K $27K
GFL
Gfl Environmental Inc.

Industrials
255
+ 13.73%
$39.53 - $47.1 $10.1K - $12K
2.11K $94K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
3.86K
+ 345.84%
$5.34 - $5.65 $20.6K - $21.8K
4.98K $26K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
140
+ 2.92%
$238.25 - $261.28 $33.4K - $36.6K
4.94K $1.2M
PGHY
Invesco ETF Tr Ii Global Short

ETFs
5.59K
+ 3.53%
$19.65 - $20.27 $110K - $113K
164K $3.22M
DFIV
Dimensional ETF Tr

ETFs
489
+ 173.4%
$34.86 - $37.97 $17K - $18.6K
771 $27K
DIHP
Dimensional ETF Tr Dimensional

ETFs
698
+ 180.83%
$25.15 - $27.57 $17.6K - $19.2K
1.08K $27K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
703
+ 179.34%
$26.16 - $29.13 $18.4K - $20.5K
1.1K $28K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
2K
+ 200.0%
$8.17 - $8.66 $16.3K - $17.3K
3K $24K
DFAE
Dimensional ETF Tr

ETFs
641
+ 160.65%
$25.36 - $28.15 $16.3K - $18K
1.04K $26K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
210
+ 61.05%
$45.39 - $62.98 $9.53K - $13.2K
554 $31K
XLI
Industrial Sector Spdr

ETFs
121
+ 28.47%
$131.76 - $143.99 $15.9K - $17.4K
546 $71K
AMH
American Homes 4 Rent

Real Estate
459
+ 14.46%
$35.02 - $39.25 $16.1K - $18K
3.63K $135K
AZO
Autozone Inc

Consumer Cyclical
4
+ 14.29%
$2981.19 - $3370.27 $11.9K - $13.5K
32 $102K
SHOP
Shopify Inc.

Technology
25
+ 6.25%
$78.14 - $119.49 $1.95K - $2.99K
425 $45K
CDNS
Cadence Design Systems Inc

Technology
41
+ 132.26%
$249.1 - $324.54 $10.2K - $13.3K
72 $21K
MO
Altria Group, Inc.

Consumer Defensive
200
+ 15.77%
$49.06 - $57.74 $9.81K - $11.5K
1.47K $76K
CLH
Clean Harbors Inc

Industrials
88
+ 11.52%
$228.61 - $263.39 $20.1K - $23.2K
852 $196K
PJAN
Innovator U.S. Equity Power Bu

ETFs
135
+ 2.57%
$41.16 - $42.25 $5.56K - $5.7K
5.39K $227K
EFG
Msci Eafe Growth ETF

ETFs
619
+ 13.91%
$96.83 - $106.88 $59.9K - $66.2K
5.07K $490K
XLK
Technology Sector Spdr

ETFs
19
+ 2.1%
$220.26 - $241.44 $4.18K - $4.59K
925 $215K
HON
Honeywell International Inc

Industrials
1
+ 0.18%
$202.84 - $236.0 $203 - $236
563 $127K
ODFL
Old Dominion Freight Line, Inc.

Industrials
55
+ 220.0%
$176.4 - $231.84 $9.7K - $12.8K
80 $14K
ICVT
Ishares Tr Convertible Bond Et

ETFs
103
+ 64.78%
$83.09 - $89.28 $8.56K - $9.2K
262 $22K
PECO
Phillips Edison & Company, Inc.

Real Estate
447
+ 1.46%
$35.96 - $39.8 $16.1K - $17.8K
31K $1.16M
NTRA
Natera, Inc.

Healthcare
14
+ 6.09%
$117.67 - $174.0 $1.65K - $2.44K
244 $38K
SPOT
Spotify Technology S.A.

Communication Services
5
+ 5.38%
$362.95 - $502.38 $1.81K - $2.51K
98 $43K
BJAN
Innovator U.S. Equity Buffer E

ETFs
87
+ 2.84%
$46.38 - $47.95 $4.04K - $4.17K
3.15K $151K
BERY
Berry Global Group, Inc.

Consumer Cyclical
195
+ 14.61%
$64.2 - $72.31 $12.5K - $14.1K
1.53K $98K
CCL
Carnival Corp

Consumer Cyclical
70
+ 7.45%
$17.34 - $26.8 $1.21K - $1.88K
1.01K $25K
DD
Du Pont De Nemours, Inc.

Basic Materials
110
+ 407.41%
$75.95 - $88.05 $8.35K - $9.69K
137 $10K
WCN
Waste Connections, Inc.

Industrials
288
+ 4.92%
$171.06 - $193.25 $49.3K - $55.7K
6.14K $1.05M
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
72
+ 7200.0%
$97.84 - $104.89 $7.04K - $7.55K
73 $7K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
141
+ 15.63%
$49.84 - $59.6 $7.03K - $8.4K
1.04K $55K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
100
+ 25.0%
$55.73 - $66.16 $5.57K - $6.62K
500 $30K
DFAR
Dimensional ETF Tr Dimensional

ETFs
280
+ 129.63%
$22.72 - $25.76 $6.36K - $7.21K
496 $11K
AMAT
Applied Materials Inc

Technology
50
+ 90.91%
$161.44 - $213.89 $8.07K - $10.7K
105 $17K
JEPI
J P Morgan Exchange Traded Fd

ETFs
100
+ 18.87%
$57.53 - $60.83 $5.75K - $6.08K
630 $36K
ETN
Eaton Corp PLC

Industrials
13
+ 18.84%
$326.96 - $377.52 $4.25K - $4.91K
82 $27K
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
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