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
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
500
+ 50.0%
$12.1 - $13.76 $6.05K - $6.88K
1.5K $18K
EPD
Enterprise Products Partners L.P.

Energy
6
+ 0.44%
$28.66 - $34.43 $172 - $207
1.38K $43K
WELL
Welltower Inc.

Real Estate
31
+ 26.96%
$123.11 - $139.3 $3.82K - $4.32K
146 $18K
ENB
Enbridge Inc

Energy
72
+ 14.4%
$40.4 - $43.92 $2.91K - $3.16K
572 $24K
SPGI
S&P Global Inc.

Financial Services
8
+ 14.55%
$480.36 - $529.17 $3.84K - $4.23K
63 $31K
SCHP
Schwab Strategic Us Tips ETF

ETFs
161
+ 292.73%
$25.74 - $53.78 $4.14K - $8.66K
216 $5K
WMB
Williams Companies, Inc.

Energy
10
+ 4.33%
$46.37 - $59.74 $464 - $597
241 $13K
PPG
Ppg Industries Inc

Basic Materials
123
+ 14.09%
$119.09 - $131.37 $14.6K - $16.2K
996 $118K
ARKW
Ark Next Generation Internet E

ETFs
13
+ 35.14%
$82.66 - $120.04 $1.07K - $1.56K
50 $5K
ABBV
Abb Vie Inc.

Healthcare
25
+ 20.49%
$164.99 - $203.87 $4.12K - $5.1K
147 $26K
VNQ
Vanguard Specialized Funds Van

ETFs
20
+ 100.0%
$87.85 - $98.6 $1.76K - $1.97K
40 $3K
HD
Home Depot, Inc.

Consumer Cyclical
33
+ 4.8%
$385.02 - $431.37 $12.7K - $14.2K
720 $280K
ETR
Entergy Corp

Utilities
87
+ 101.16%
$73.19 - $156.4 $6.37K - $13.6K
173 $13K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1
+ 9.09%
$180.39 - $205.43 $180 - $205
12 $2K
LOW
Lowes Companies Inc

Consumer Cyclical
46
+ 10.53%
$244.52 - $284.07 $11.2K - $13.1K
483 $119K
LCID
Lucid Group, Inc.

Consumer Cyclical
500
+ 81.17%
$2.01 - $3.44 $1K - $1.72K
1.12K $3K
VPU
Vanguard Utilities ETF

ETFs
10
+ 9.9%
$160.52 - $179.11 $1.61K - $1.79K
111 $18K
BP
Bp PLC

Energy
69
+ 53.91%
$28.16 - $33.14 $1.94K - $2.29K
197 $5K
BNTX
Bio N Tech Se

Healthcare
5
+ 7.58%
$99.72 - $122.68 $499 - $613
71 $8K
SONY
Sony Group Corp

Technology
80
+ 400.0%
$17.53 - $96.8 $1.4K - $7.74K
100 $2K
CACI
Caci International Inc

Technology
2
+ 3.13%
N/A
66 $28K
Innovator Etfs Trust U S Eq 10 Buffer
120
+ 2.42%
N/A
5.09K $0
Talen Energy Corp Com
111
+ 181.97%
N/A
172 $0
VTRS
Viatris Inc

Healthcare
37
+ 1233.33%
$11.32 - $13.37 $419 - $495
40 $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
350
+ 198.86%
$26.93 - $84.95 $9.43K - $29.7K
526 $14K
Tema ETF Trust Tema Obesity & Cardiometabolic ETF
9.64K
+ 20.88%
N/A
55.8K $0
WES
Western Midstream Partners, LP

Energy
7
+ 2.13%
$35.7 - $40.71 $250 - $285
335 $12K
UL
Unilever PLC

Consumer Defensive
1
+ 0.93%
$56.7 - $64.64 $56.7 - $64.6
108 $6K
WBD
Warner Bros. Discovery, Inc.

Communication Services
4
+ 2.84%
$7.33 - $12.37 $29.3 - $49.5
145 $1K
VVV
Valvoline Inc

Energy
10
+ 33.33%
$36.18 - $43.41 $362 - $434
40 $1K
SHEL
Shell PLC

Energy
20
+ 5.85%
$60.63 - $70.23 $1.21K - $1.4K
362 $22K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
152
+ 112.59%
$22.63 - $47.53 $3.44K - $7.22K
287 $6K
SCHX
Schwab Strategic Tr Us Large C

ETFs
48
+ 200.0%
$22.4 - $68.28 $1.08K - $3.28K
72 $1K
Veralto Corp Com Shs
1.66K
+ 15.07%
N/A
12.7K $0
Veren Inc Com Npv Isin #Ca92340 V1076 Sedol #Bnrr1 G7
88
+ 3.46%
N/A
2.64K $0
Rb Global Inc Com Npv Isin #Ca74935 Q1072 Sedol #Bmwgth9
695
+ 64.06%
N/A
1.78K $0
Dimensional ETF Trust Global Core Plus
2.41K
+ 175.93%
N/A
3.77K $0
Gran Tierra Energy Inc Com Isin #Us38500 T2006 Sedol #Bplp3 P4
675
+ 128.57%
N/A
1.2K $0
IFRA
Ishares Tr

ETFs
1
+ 0.08%
$45.94 - $51.71 $45.9 - $51.7
1.25K $58K
Ishares Tr Copper &Metals
6
+ 1.5%
N/A
407 $0
Innovator Etfs Trust Equity Defi 2026
535
+ 3.34%
N/A
16.6K $0
Innovator Etfs Trust Grwt100 Pwr Bf
65
+ 2.08%
N/A
3.2K $0
HESM
Hess Midstream LP

Energy
1
+ 1.45%
$34.2 - $37.9 $34.2 - $37.9
70 $2K
HEIA
Heico Crp Cl A
11
+ 6.63%
N/A
177 $0
Ge Vernova Inc Com
23
+ 20.54%
N/A
135 $0
Ge Healthcare Technologies Inc Common Stock
8
+ 4.91%
N/A
171 $0
CRH.L
Crh PLC

Basic Materials
237
+ 13.82%
N/A
1.95K $0
ENLC
En Link Midstream, LLC

Energy
2
+ 0.93%
$13.74 - $16.01 $27.5 - $32
217 $3K
DRLL
Ea Ser Tr Strive U S Energy Et
2
+ 0.59%
N/A
340 $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
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