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
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-1
- 8.33%
$150.01 - $182.29 $150 - $182
11 $1K
KMI
Kinder Morgan, Inc.

Energy
-60
- 10.71%
$19.72 - $22.22 $1.18K - $1.33K
500 $11K
MARA
Marathon Digital Holdings, Inc.

Financial Services
-42
- 29.58%
$22.56 - $22.56 $948 - $948
100 $2K
DWAC
Digital World Acquisition Corp.

Financial Services
-20
- 19.42%
N/A
83 $0
Innovator Etfs Trust Grwt100 Pwr Bf
-279
- 8.18%
N/A
3.13K $0
HLN
Haleon PLC

Healthcare
-100
- 16.05%
$8.32 - $10.7 $832 - $1.07K
523 $5K
PCVX
Vaxcyte, Inc.

Healthcare
-41
- 33.88%
$70.52 - $117.12 $2.89K - $4.8K
80 $9K
IXC
Ishares Tr Global Energy ETF

ETFs
-5
- 10.87%
$38.94 - $42.35 $195 - $212
41 $1K
IWM
Ishares Russell 2000 ETF

ETFs
-2
- 14.29%
$200.87 - $224.6 $402 - $449
12 $2K
NIO
Nio Inc.

Consumer Cyclical
-90
- 18.37%
$3.67 - $6.68 $330 - $601
400 $2K
IFRA
Ishares Tr

ETFs
-105
- 7.73%
$41.55 - $46.97 $4.36K - $4.93K
1.25K $58K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-27
- 2.91%
$32.04 - $37.11 $865 - $1K
902 $32K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-1
- 0.63%
$77.24 - $83.67 $77.2 - $83.7
159 $13K
KHC
Kraft Heinz CO

Consumer Defensive
-50
- 5.62%
$31.86 - $36.13 $1.59K - $1.81K
839 $29K
ITB
Ishares Tr

ETFs
-18
- 12.5%
$97.52 - $128.64 $1.76K - $2.32K
126 $16K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-2
- 0.11%
$22.38 - $23.66 $44.8 - $47.3
1.89K $44K
PFF
Ishares Trust Ishares Pfd And

ETFs
-24
- 1.9%
$31.18 - $33.5 $748 - $804
1.24K $41K
JNJ
Johnson & Johnson

Healthcare
-90
- 8.36%
$145.48 - $167.38 $13.1K - $15.1K
986 $159K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-4
- 0.4%
$46.18 - $48.92 $185 - $196
997 $48K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-9
- 0.67%
$43.99 - $46.63 $396 - $420
1.34K $62K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-32
- 4.73%
$64.35 - $75.71 $2.06K - $2.42K
644 $47K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1
- 0.24%
$113.45 - $126.18 $113 - $126
423 $53K
FE
Firstenergy Corp

Utilities
-30
- 3.41%
$38.25 - $44.54 $1.15K - $1.34K
850 $37K
T
At&T Inc.

Communication Services
-503
- 9.83%
$18.21 - $22.28 $9.16K - $11.2K
4.61K $101K
XOM
Exxon Mobil Corp

Energy
-30
- 0.63%
$109.72 - $119.0 $3.29K - $3.57K
4.74K $555K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-791
- 5.37%
$57.32 - $62.65 $45.3K - $49.6K
13.9K $868K
IBM
International Business Machines Corp

Technology
-10
- 4.76%
$175.1 - $223.38 $1.75K - $2.23K
200 $44K
GIS
General Mills Inc

Consumer Defensive
-25
- 2.34%
$62.5 - $75.15 $1.56K - $1.88K
1.04K $76K
BX
Blackstone Inc.

Financial Services
-20
- 4.55%
$120.77 - $159.66 $2.42K - $3.19K
420 $64K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-208
- 3.74%
$25.27 - $30.5 $5.26K - $6.34K
5.35K $158K
KO
Coca Cola CO

Consumer Defensive
-25
- 1.33%
$62.69 - $73.01 $1.57K - $1.83K
1.85K $133K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-2.18K
- 5.31%
$51.29 - $56.57 $112K - $123K
38.8K $2.2M
JPM
Jpmorgan Chase & CO

Financial Services
-69
- 1.36%
$194.9 - $224.8 $13.4K - $15.5K
5.01K $1.06M
GLD
Spdr Gold Trust

ETFs
-17
- 1.36%
$215.56 - $246.98 $3.66K - $4.2K
1.23K $299K
SYK
Stryker Corp

Healthcare
-25
- 1.22%
$315.94 - $371.96 $7.9K - $9.3K
2.02K $728K
MELI
Mercadolibre Inc

Consumer Cyclical
-214
- 16.71%
$1591.44 - $2140.1 $341K - $458K
1.07K $2.19M
DTE
Dte Energy CO

Utilities
-81
- 1.35%
$108.67 - $128.41 $8.8K - $10.4K
5.94K $762K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-281
- 6.21%
$405.19 - $478.57 $114K - $134K
4.24K $1.95M
TSLA
Tesla, Inc.

Consumer Cyclical
-37
- 1.71%
$191.76 - $263.26 $7.1K - $9.74K
2.13K $557K
CSL
Carlisle Companies Inc

Industrials
-4
- 0.07%
$376.5 - $449.34 $1.51K - $1.8K
6.07K $2.73M
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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