Oliver Lagore Vanvalin Investment Group Reduced Holdings in Q3 2024

Oliver Lagore Vanvalin Investment Group

  • $359 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-53.2K
- 85.45%
$434.77 - $502.96 $23.1M - $26.8M
9.06K $4.42M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-253K
- 51.74%
$23.06 - $26.41 $5.84M - $6.69M
236K $6.15M
SMCI
Super Micro Computer, Inc.

Technology
-5.69K
- 99.32%
$386.46 - $909.96 $2.2M - $5.17M
39 $16K
SPRX
Listed Fds Tr Spear Alpha ETF

ETFs
-113K
- 46.52%
$19.41 - $24.3 $2.2M - $2.75M
130K $2.96M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-30K
- 91.45%
$89.91 - $101.33 $2.7M - $3.04M
2.81K $275K
ISRG
Intuitive Surgical Inc

Healthcare
-3.91K
- 88.13%
$416.14 - $494.01 $1.63M - $1.93M
526 $258K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-19.8K
- 99.93%
$72.18 - $107.33 $1.43M - $2.13M
13 $1K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
-25.9K
- 44.29%
$37.45 - $52.79 $968K - $1.36M
32.5K $1.49M
SNOW
Snowflake Inc.

Technology
-8.75K
- 99.86%
$108.56 - $143.02 $950K - $1.25M
12 $1K
NVDA
Nvidia Corp

Technology
-7.22K
- 28.62%
$98.91 - $134.91 $714K - $974K
18K $2.19M
ADBE
Adobe Inc.

Technology
-928
- 19.07%
$508.13 - $586.55 $472K - $544K
3.94K $2.04M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-5.37K
- 2.72%
$91.42 - $91.82 $491K - $493K
192K $17.6M
NVO
Novo Nordisk A S

Healthcare
-694
- 4.23%
$119.07 - $145.42 $82.6K - $101K
15.7K $1.87M
CRWD
Crowd Strike Holdings, Inc.

Technology
-33
- 0.82%
$217.89 - $392.15 $7.19K - $12.9K
4.01K $1.12M
OXY
Occidental Petroleum Corp

Energy
-820
- 2.5%
$49.91 - $63.73 $40.9K - $52.3K
31.9K $1.65M
AEM
Agnico Eagle Mines LTD

Basic Materials
-8.39K
- 38.62%
$65.04 - $84.24 $546K - $707K
13.3K $1.07M
FISV
Fiserv Inc

Technology
-2.49K
- 18.96%
N/A
10.6K $1.33M
MSFT
Microsoft Corp

Technology
-129
- 1.21%
$395.15 - $467.56 $51K - $60.3K
10.6K $4.55M
IVV
Ishares Core S&P 500 ETF

ETFs
-537
- 16.81%
$520.18 - $576.82 $279K - $310K
2.66K $1.53M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
-6.19K
- 39.93%
$28.26 - $29.46 $175K - $182K
9.32K $267K
AAPL
Apple Inc.

Technology
-2.69K
- 12.71%
$207.23 - $234.82 $558K - $632K
18.5K $4.31M
FSTA
Fidelity Covington Tr Msci Con

ETFs
-3.4K
- 39.51%
$47.12 - $51.72 $160K - $176K
5.21K $265K
TYL
Tyler Technologies Inc

Technology
-737
- 20.73%
$499.52 - $595.46 $368K - $439K
2.82K $1.65M
IEMG
Ishares Inc

ETFs
-2.27K
- 46.45%
$53.64 - $53.64 $122K - $122K
2.62K $140K
VGT
Vanguard Information Technolog

ETFs
-202
- 39.69%
$514.43 - $606.85 $104K - $123K
307 $180K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.34K
- 17.0%
$84.77 - $97.13 $113K - $130K
6.53K $625K
HEFA
Ishares Currency Hedged Msci E

ETFs
-2.5K
- 96.78%
$32.34 - $35.85 $80.8K - $89.5K
83 $2K
XLU
Utilities Sector Spdr

ETFs
-1.77K
- 39.94%
$67.67 - $80.78 $120K - $143K
2.66K $214K
EFG
Msci Eafe Growth ETF

ETFs
-1.08K
- 19.57%
$96.84 - $108.77 $105K - $118K
4.45K $479K
MRNA
Moderna, Inc.

Healthcare
-350
- 31.42%
$63.64 - $125.14 $22.3K - $43.8K
764 $51K
BIBL
Northern Lts Fd Tr Iv

ETFs
-2.44K
- 33.62%
$36.61 - $40.67 $89.4K - $99.3K
4.82K $195K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
-2.18K
- 35.19%
$39.98 - $43.99 $87.1K - $95.8K
4.01K $176K
META
Meta Platforms, Inc.

Communication Services
-949
- 13.77%
$453.41 - $572.44 $430K - $543K
5.94K $3.4M
COIN
Coinbase Global, Inc.

Technology
-245
- 37.4%
$147.09 - $265.15 $36K - $65K
410 $73K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-201
- 43.23%
$386.81 - $423.12 $77.7K - $85K
264 $111K
SOXX
Ishares Semiconductor ETF

ETFs
-216
- 20.36%
$199.29 - $265.49 $43K - $57.3K
845 $194K
GOOG
Alphabet Inc.

Communication Services
-264
- 23.2%
$149.54 - $192.66 $39.5K - $50.9K
874 $146K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-122
- 96.06%
$475.2 - $527.7 $58K - $64.4K
5 $2K
TIP
Ishares Tr Tips Bd ETF

ETFs
-552
- 70.23%
$105.92 - $110.83 $58.5K - $61.2K
234 $25K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
-2.2K
- 35.33%
$28.91 - $32.54 $63.5K - $71.5K
4.02K $129K
TPHD
Timothy Plan High Divid Stk Et

ETFs
-1.76K
- 35.16%
$34.67 - $37.7 $61.1K - $66.4K
3.25K $122K
INTC
Intel Corp

Technology
-115
- 1.84%
$18.9 - $34.87 $2.17K - $4.01K
6.14K $144K
IWY
Ishares Tr Russell 200 Growth

ETFs
-248
- 10.83%
$194.66 - $225.97 $48.3K - $56K
2.04K $449K
IYW
Ishares Dj Us Tech ETF

ETFs
-294
- 16.96%
$133.16 - $158.73 $39.1K - $46.7K
1.44K $218K
SHEL
Shell PLC

Energy
-506
- 59.67%
$65.65 - $73.28 $33.2K - $37.1K
342 $22K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-920
- 26.1%
$44.9 - $47.55 $41.3K - $43.7K
2.61K $122K
SJM
J M Smucker CO

Consumer Defensive
-381
- 48.78%
$109.12 - $122.4 $41.6K - $46.6K
400 $48K
GM
General Motors CO

Consumer Cyclical
-800
- 84.48%
$39.95 - $49.9 $32K - $39.9K
147 $6K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
-1.23K
- 35.07%
$34.95 - $39.2 $42.9K - $48.1K
2.27K $88K
Activity Summary
Buys All Purchases 212 New Holdings 60 Increased Positions 152 Sells All Sells 191 Reductions 191 Sold out 0 Options Calls 0 Puts 0
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