Oliver Lagore Vanvalin Investment Group Sells in Q2 2025

Oliver Lagore Vanvalin Investment Group

  • $263 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-183K
- 99.14%
$496.48 - $617.85 $91M - $113M
1.6K $986K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-23.3K
- 99.72%
$376.48 - $440.65 $8.77M - $10.3M
66 $29K
EDV
Vanguard Extended Duration Tre

ETFs
-109K
- 99.41%
$62.83 - $72.45 $6.86M - $7.91M
646 $43K
XLE
Energy Sector Spdr

ETFs
-64.8K
- 86.64%
$76.44 - $94.13 $4.95M - $6.1M
9.99K $847K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-131K
- 99.83%
$41.45 - $54.46 $5.42M - $7.13M
222 $11K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-30.4K
- 18.38%
$91.43 - $91.74 $2.78M - $2.79M
135K $12.4M
AAPL
Apple Inc.

Technology
-7.95K
- 33.54%
$172.42 - $223.89 $1.37M - $1.78M
15.8K $3.23M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-53.8K
- 43.61%
$50.29 - $50.56 $2.71M - $2.72M
69.6K $3.52M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-30.7K
- 98.5%
$82.21 - $83.12 $2.52M - $2.55M
468 $38K
TTE
Total Energies Se

Energy
-25.9K
- 52.73%
N/A
23.3K $1.6M
GOOGL
Alphabet Inc.

Communication Services
-5.23K
- 25.38%
$144.7 - $178.6 $757K - $935K
15.4K $2.71M
NVO
Novo Nordisk A S

Healthcare
-10.4K
- 42.4%
$58.08 - $81.05 $601K - $839K
14.1K $970K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-77.8K
- 31.07%
$29.44 - $33.91 $2.29M - $2.64M
173K $5.64M
A
Agilent Technologies, Inc.

Healthcare
-5.1K
- 40.8%
$99.29 - $120.52 $506K - $615K
7.4K $873K
ADBE
Adobe Inc.

Technology
-1.28K
- 25.75%
$340.0 - $420.68 $437K - $540K
3.7K $1.43M
AEM
Agnico Eagle Mines LTD

Basic Materials
-11.4K
- 65.26%
$99.48 - $124.46 $1.13M - $1.42M
6.07K $722K
CVX
Chevron Corp

Energy
-3.52K
- 28.11%
$133.73 - $168.51 $470K - $592K
8.99K $1.29M
PECO
Phillips Edison & Company, Inc.

Real Estate
-12.2K
- 39.24%
$33.53 - $37.33 $408K - $454K
18.8K $659K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.31K
- 29.91%
$483.48 - $539.8 $634K - $708K
3.08K $1.49M
IEF
Ishares Barclays

ETFs
-10.8K
- 6.5%
$93.15 - $96.56 $1.01M - $1.04M
155K $14.9M
PEP
Pepsico Inc

Consumer Defensive
-1.8K
- 20.62%
$128.02 - $151.37 $230K - $272K
6.92K $914K
DE
Deere & CO

Industrials
-1.37K
- 35.81%
$412.99 - $531.48 $564K - $726K
2.45K $1.25M
DHR
Danaher Corp

Healthcare
-810
- 14.24%
$174.64 - $205.16 $141K - $166K
4.88K $963K
UHAL
Amerco

Industrials
-3.16K
- 23.44%
$58.65 - $67.88 $185K - $215K
10.3K $625K
AZN
Astrazeneca PLC

Healthcare
-5.38K
- 32.77%
$64.87 - $75.0 $349K - $404K
11K $771K
TXN
Texas Instruments Inc

Technology
-1.46K
- 30.06%
N/A
3.39K $659K
AMD
Advanced Micro Devices Inc

Technology
-4.67K
- 25.78%
$78.21 - $143.81 $365K - $672K
13.4K $1.91M
NEE
Nextera Energy Inc

Utilities
-3.1K
- 13.2%
$64.11 - $75.0 $199K - $233K
20.4K $1.42M
IVV
Ishares Core S&P 500 ETF

ETFs
-516
- 18.87%
$498.8 - $620.9 $257K - $320K
2.22K $1.38M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.02K
- 3.89%
$167.32 - $223.3 $170K - $227K
25.2K $5.52M
FISV
Fiserv Inc

Technology
-1.67K
- 14.5%
N/A
9.86K $1.23M
IDXX
Idexx Laboratories Inc

Healthcare
-1.22K
- 33.18%
$361.04 - $536.34 $441K - $655K
2.46K $1.32M
EFG
Msci Eafe Growth ETF

ETFs
-2.39K
- 47.04%
$89.8 - $112.0 $214K - $267K
2.69K $300K
MA
Mastercard Inc

Financial Services
-504
- 16.75%
$479.92 - $590.74 $242K - $298K
2.51K $1.41M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-2.86K
- 42.83%
$60.61 - $87.72 $173K - $250K
3.81K $323K
RACE
Ferrari N.V.

Consumer Cyclical
-377
- 26.29%
$397.86 - $499.02 $150K - $188K
1.06K $518K
AMH
American Homes 4 Rent

Real Estate
-2.34K
- 64.46%
$32.8 - $39.31 $76.8K - $92.1K
1.29K $46K
MBB
Ishares Tr

ETFs
-814
- 18.59%
$91.41 - $94.22 $74.4K - $76.7K
3.57K $334K
ET
Energy Transfer LP

Energy
-3K
- 37.36%
$15.65 - $18.93 $46.9K - $56.7K
5.02K $91K
MRK
Merck & Co., Inc.

Healthcare
-64
- 2.27%
$73.47 - $87.12 $4.7K - $5.58K
2.76K $218K
IFRA
Ishares Tr

ETFs
-1.25K
- 99.92%
$40.97 - $49.19 $51.3K - $61.6K
1 $0
DNP
Dnp Select Income Fund Inc

Financial Services
-6.9K
- 51.52%
$8.89 - $9.88 $61.3K - $68.1K
6.49K $63K
HON
Honeywell International Inc

Industrials
-250
- 44.4%
$182.86 - $232.88 $45.7K - $58.2K
313 $72K
EFV
Msci Eafe Value ETF

ETFs
-2.37K
- 25.11%
$52.4 - $64.65 $124K - $153K
7.06K $448K
BIBL
Northern Lts Fd Tr Iv

ETFs
-1.32K
- 37.03%
$33.5 - $41.33 $44.4K - $54.7K
2.25K $93K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-398
- 56.37%
$116.93 - $119.39 $46.5K - $47.5K
308 $36K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.64K
- 5.13%
$45.12 - $46.23 $73.8K - $75.6K
30.3K $1.4M
DAL
Delta Air Lines, Inc.

Industrials
-645
- 76.33%
$35.88 - $52.99 $23.1K - $34.2K
200 $9K
NOW
Service Now, Inc.

Technology
-31
- 11.52%
$721.65 - $1040.18 $22.4K - $32.2K
238 $244K
Activity Summary
Buys All Purchases 193 New Holdings 54 Increased Positions 139 Sells All Sells 186 Reductions 185 Sold out 1 Options Calls 5 Puts 0
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