Oliver Lagore Vanvalin Investment Group Reduced Holdings in Q4 2024

Oliver Lagore Vanvalin Investment Group

  • $370 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWS
Ishares Russell Midcap Value E

ETFs
-135
- 34.88%
$128.08 - $140.32 $17.3K - $18.9K
252 $32K
VGSH
Vanguard

ETFs
-255
- 21.36%
$58.02 - $58.88 $14.8K - $15K
939 $54K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-718
- 6.36%
$49.03 - $53.35 $35.2K - $38.3K
10.6K $542K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-294
- 15.14%
$62.07 - $66.61 $18.2K - $19.6K
1.65K $105K
SBUX
Starbucks Corp

Consumer Cyclical
-122
- 22.85%
$87.44 - $102.5 $10.7K - $12.5K
412 $37K
MU
Micron Technology Inc

Technology
-129
- 55.84%
$84.16 - $113.41 $10.9K - $14.6K
102 $8K
CVS
Cvs Health Corp

Healthcare
-188
- 56.12%
$43.78 - $67.46 $8.23K - $12.7K
147 $6K
VRT
Vertiv Holdings CO

Industrials
-171
- 19.3%
N/A
715 $61K
EUSB
Ishares Tr Esg Advanced Total

Technology
-306
- 46.02%
$42.39 - $44.29 $13K - $13.6K
359 $15K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-137
- 17.61%
$107.41 - $115.71 $14.7K - $15.9K
641 $70K
UNH
Unitedhealth Group Inc

Healthcare
-14
- 18.92%
$485.52 - $625.25 $6.8K - $8.75K
60 $30K
VZ
Verizon Communications Inc

Communication Services
-9
- 0.35%
$39.6 - $45.21 $356 - $407
2.59K $103K
GIS
General Mills Inc

Consumer Defensive
-38
- 3.65%
$62.78 - $74.62 $2.39K - $2.84K
1K $64K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-181
- 18.15%
$46.33 - $48.6 $8.39K - $8.8K
816 $37K
TXN
Texas Instruments Inc

Technology
-58
- 1.18%
N/A
4.84K $942K
AWK
American Water Works Company, Inc.

Utilities
-19
- 4.57%
$123.83 - $146.07 $2.35K - $2.78K
397 $49K
DELL
Dell Technologies Inc.

Technology
-71
- 48.3%
$111.96 - $144.21 $7.95K - $10.2K
76 $8K
DE
Deere & CO

Industrials
-80
- 2.05%
$389.45 - $466.0 $31.2K - $37.3K
3.82K $1.62M
NRG
Nrg Energy, Inc.

Utilities
-94
- 47.0%
$85.3 - $101.61 $8.02K - $9.55K
106 $9K
VTWO
Vanguard Russell 2000 ETF

ETFs
-104
- 38.95%
$87.42 - $98.06 $9.09K - $10.2K
163 $14K
CAT
Caterpillar Inc

Industrials
-3
- 1.4%
$360.37 - $416.88 $1.08K - $1.25K
212 $76K
IEMG
Ishares Inc

ETFs
-141
- 5.38%
N/A
2.48K $132K
ACGL
Arch Capital Group Ltd.

Financial Services
-40
- 27.78%
$88.71 - $114.86 $3.55K - $4.59K
104 $9K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-59
- 13.95%
$124.61 - $133.96 $7.35K - $7.9K
364 $46K
MUB
Ishares National Muni Bond ETF

ETFs
-48
- 5.73%
$105.78 - $108.7 $5.08K - $5.22K
790 $84K
IYW
Ishares Dj Us Tech ETF

ETFs
-110
- 7.64%
$148.14 - $166.23 $16.3K - $18.3K
1.33K $212K
MYGN
Myriad Genetics Inc

Healthcare
-152
- 69.09%
$13.17 - $27.03 $2K - $4.11K
68 $0
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-109
- 12.08%
$33.39 - $37.66 $3.64K - $4.1K
793 $26K
VGLT
Vanguard Long Term Treasury Et

ETFs
-48
- 10.11%
$55.1 - $61.74 $2.64K - $2.96K
427 $23K
CRON
Cronos Group Inc.

Healthcare
-2.09K
- 81.15%
$1.87 - $2.29 $3.9K - $4.78K
485 $0
QUAL
Ishares Msci Usa Quality Facto

ETFs
-10
- 0.32%
$176.42 - $186.91 $1.76K - $1.87K
3.12K $555K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-60
- 44.78%
$64.85 - $73.04 $3.89K - $4.38K
74 $4K
EMB
Ishares Tr

ETFs
-22
- 3.14%
$88.94 - $93.46 $1.96K - $2.06K
679 $60K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-85
- 34.0%
$62.09 - $82.32 $5.28K - $7K
165 $11K
BSX
Boston Scientific Corp

Healthcare
-95
- 15.63%
$83.62 - $91.5 $7.94K - $8.69K
513 $45K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-141
- 7.47%
$22.39 - $23.45 $3.16K - $3.31K
1.75K $40K
TLRY
Tilray Brands, Inc.

Healthcare
-2.38K
- 84.8%
$1.16 - $1.77 $2.76K - $4.22K
427 $0
FE
Firstenergy Corp

Utilities
-2
- 0.24%
$39.14 - $44.52 $78.3 - $89
848 $33K
SYK
Stryker Corp

Healthcare
-4
- 0.2%
$345.14 - $392.15 $1.38K - $1.57K
2.01K $724K
KMB
Kimberly Clark Corp

Consumer Defensive
-16
- 8.84%
$130.37 - $146.09 $2.09K - $2.34K
165 $21K
IWP
Ishares Russell Mid Cap Growth

ETFs
-39
- 19.5%
$116.4 - $138.52 $4.54K - $5.4K
161 $20K
PFF
Ishares Trust Ishares Pfd And

ETFs
-3
- 0.24%
$31.23 - $33.51 $93.7 - $101
1.24K $38K
CRSP
Crispr Therapeutics Ag

Healthcare
-40
- 34.78%
$38.65 - $55.15 $1.55K - $2.21K
75 $2K
AGCO
Agco Corp

Industrials
-24
- 37.5%
$89.46 - $101.89 $2.15K - $2.45K
40 $3K
MKTW
Marketwise, Inc.

Technology
-5K
- 94.53%
$0.48 - $0.67 $2.4K - $3.35K
289 $0
WFC
Wells Fargo & Company

Financial Services
-75
- 30.0%
$54.98 - $77.35 $4.12K - $5.8K
175 $12K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-5
- 3.85%
$99.04 - $109.59 $495 - $548
125 $12K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-79
- 12.64%
$24.61 - $25.12 $1.94K - $1.98K
546 $13K
AMLX
Amylyx Pharmaceuticals, Inc.

Healthcare
-500
- 31.25%
$2.94 - $7.03 $1.47K - $3.52K
1.1K $4K
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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