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
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-810
- 26.51%
$49.82 - $52.8 $40.4K - $42.8K
2.25K $118K
ISMD
Northern Lts Fd Tr Iv

ETFs
-1.2K
- 35.91%
$34.03 - $38.37 $40.9K - $46.1K
2.15K $81K
XLK
Technology Sector Spdr

ETFs
-128
- 12.38%
$197.34 - $237.68 $25.3K - $30.4K
906 $204K
PRU
Prudential Financial Inc

Financial Services
-253
- 59.95%
$105.53 - $127.32 $26.7K - $32.2K
169 $20K
IWS
Ishares Russell Midcap Value E

ETFs
-264
- 40.55%
$119.52 - $132.25 $31.6K - $34.9K
387 $51K
CAT
Caterpillar Inc

Industrials
-119
- 35.63%
$316.8 - $391.12 $37.7K - $46.5K
215 $84K
VGSH
Vanguard

ETFs
-450
- 27.37%
$57.74 - $59.13 $26K - $26.6K
1.19K $70K
DOW
Dow Inc.

Basic Materials
-500
- 48.31%
$50.15 - $55.41 $25.1K - $27.7K
535 $29K
MRVL
Marvell Technology, Inc.

Technology
-344
- 93.22%
$56.15 - $76.24 $19.3K - $26.2K
25 $1K
XLE
Energy Sector Spdr

ETFs
-222
- 16.12%
$84.35 - $93.39 $18.7K - $20.7K
1.16K $101K
CLH
Clean Harbors Inc

Industrials
-152
- 16.59%
$219.55 - $249.19 $33.4K - $37.9K
764 $184K
VGIT
Vanguard Intermediate Term Tre

ETFs
-435
- 26.69%
$57.8 - $60.8 $25.1K - $26.4K
1.2K $72K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-286
- 8.38%
$162.64 - $179.3 $46.5K - $51.3K
3.13K $560K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-243
- 45.51%
$76.83 - $91.38 $18.7K - $22.2K
291 $24K
ET
Energy Transfer LP

Energy
-1.21K
- 13.11%
$15.43 - $16.44 $18.7K - $19.9K
8.01K $128K
IWP
Ishares Russell Mid Cap Growth

ETFs
-204
- 50.5%
$103.87 - $117.59 $21.2K - $24K
200 $23K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-1.04K
- 8.39%
$44.24 - $49.47 $45.8K - $51.2K
11.3K $558K
D
Dominion Energy, Inc

Utilities
-503
- 44.05%
$48.01 - $58.53 $24.1K - $29.4K
639 $36K
IWX
Ishares Tr Russell 200 Value E

ETFs
-419
- 18.35%
$74.49 - $81.27 $31.2K - $34.1K
1.86K $151K
MKTW
Marketwise, Inc.

Technology
-12.9K
- 70.97%
$0.67 - $1.16 $8.66K - $15K
5.28K $3K
MCK
Mckesson Corp

Healthcare
-27
- 48.21%
$479.06 - $630.38 $12.9K - $17K
29 $14K
MO
Altria Group, Inc.

Consumer Defensive
-530
- 29.48%
$45.95 - $54.71 $24.4K - $29K
1.27K $64K
VRT
Vertiv Holdings CO

Industrials
-177
- 16.65%
$86.66 - $86.66 $15.3K - $15.3K
886 $76K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-162
- 63.53%
$96.25 - $101.98 $15.6K - $16.5K
93 $9K
DIS
Walt Disney CO

Communication Services
-120
- 10.21%
$85.6 - $98.61 $10.3K - $11.8K
1.06K $101K
MU
Micron Technology Inc

Technology
-54
- 18.95%
$86.27 - $136.82 $4.66K - $7.39K
231 $23K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-467
- 8.17%
$39.31 - $41.32 $18.4K - $19.3K
5.25K $216K
VZ
Verizon Communications Inc

Communication Services
-558
- 17.67%
$38.89 - $45.0 $21.7K - $25.1K
2.6K $116K
CVS
Cvs Health Corp

Healthcare
-260
- 43.7%
$55.81 - $63.18 $14.5K - $16.4K
335 $21K
AWK
American Water Works Company, Inc.

Utilities
-150
- 26.5%
$127.76 - $149.9 $19.2K - $22.5K
416 $60K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-500
- 98.81%
$26.69 - $29.87 $13.3K - $14.9K
6 $0
UBS
Ubs Group Ag

Financial Services
-416
- 69.8%
$27.97 - $31.42 $11.6K - $13.1K
180 $5K
VTWO
Vanguard Russell 2000 ETF

ETFs
-164
- 38.05%
$81.17 - $90.77 $13.3K - $14.9K
267 $23K
SPH
Suburban Propane Partners LP

Utilities
-500
- 20.4%
$16.66 - $19.3 $8.33K - $9.65K
1.95K $35K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-490
- 12.49%
$23.13 - $23.43 $11.3K - $11.5K
3.43K $80K
IRM
Iron Mountain Inc

Real Estate
-285
- 36.31%
$89.69 - $119.32 $25.6K - $34K
500 $59K
PAY
Paymentus Holdings, Inc.

Technology
-565
- 59.29%
$18.41 - $23.64 $10.4K - $13.4K
388 $7K
MBB
Ishares Tr

ETFs
-302
- 6.51%
$90.85 - $96.66 $27.4K - $29.2K
4.34K $415K
C
Citigroup Inc

Financial Services
-149
- 19.45%
$56.11 - $67.61 $8.36K - $10.1K
617 $38K
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-399
- 12.49%
$23.88 - $24.01 $9.53K - $9.58K
2.8K $67K
UBER
Uber Technologies, Inc

Technology
-146
- 19.57%
$58.48 - $77.47 $8.54K - $11.3K
600 $45K
VGLT
Vanguard Long Term Treasury Et

ETFs
-198
- 29.42%
$56.52 - $63.23 $11.2K - $12.5K
475 $29K
SLV
I Shares Silver Trust

ETFs
-757
- 10.91%
$24.33 - $29.38 $18.4K - $22.2K
6.18K $175K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-241
- 41.2%
$39.47 - $49.4 $9.51K - $11.9K
344 $16K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-115
- 12.88%
$97.81 - $108.79 $11.2K - $12.5K
778 $84K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-425
- 12.36%
$22.55 - $23.1 $9.58K - $9.82K
3.01K $69K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-238
- 10.92%
$56.29 - $62.74 $13.4K - $14.9K
1.94K $121K
FTF
Franklin LTD Duration Income Trust

Financial Services
-1.7K
- 13.58%
$6.36 - $6.78 $10.8K - $11.5K
10.8K $72K
CSCO
Cisco Systems, Inc.

Technology
-621
- 13.94%
$44.74 - $53.22 $27.8K - $33K
3.84K $204K
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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