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
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-159
- 28.7%
$40.51 - $71.03 $6.44K - $11.3K
395 $27K
LUV
Southwest Airlines CO

Industrials
-105
- 16.43%
$24.04 - $34.36 $2.52K - $3.61K
534 $17K
CCJ
Cameco Corp

Energy
-179
- 46.02%
$36.68 - $74.46 $6.57K - $13.3K
210 $15K
SUB
Ishares Short Term National Mu

ETFs
-38
- 45.24%
$104.77 - $106.34 $3.98K - $4.04K
46 $4K
LMT
Lockheed Martin Corp

Industrials
-3
- 2.52%
$430.82 - $486.45 $1.29K - $1.46K
116 $53K
VGLT
Vanguard Long Term Treasury Et

ETFs
-77
- 18.03%
$53.66 - $58.71 $4.13K - $4.52K
350 $19K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-65
- 10.32%
$51.14 - $57.0 $3.32K - $3.71K
565 $32K
VGIT
Vanguard Intermediate Term Tre

ETFs
-93
- 9.25%
$58.63 - $59.9 $5.45K - $5.57K
912 $54K
SPGI
S&P Global Inc.

Financial Services
-11
- 17.46%
$438.31 - $527.29 $4.82K - $5.8K
52 $27K
NXPI
Nxp Semiconductors N.V.

Technology
-19
- 61.29%
$153.5 - $218.72 $2.92K - $4.16K
12 $2K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-133
- 61.57%
$26.18 - $26.93 $3.48K - $3.58K
83 $2K
VIST
Vista Energy, S.A.B. De C.V.

Energy
-50
- 50.0%
$34.98 - $53.05 $1.75K - $2.65K
50 $2K
SBUX
Starbucks Corp

Consumer Cyclical
-27
- 6.55%
$79.69 - $99.41 $2.15K - $2.68K
385 $35K
UDR
Udr, Inc.

Real Estate
-52
- 57.78%
$38.09 - $45.36 $1.98K - $2.36K
38 $1K
ENB
Enbridge Inc

Energy
-72
- 12.59%
$41.09 - $47.16 $2.96K - $3.4K
500 $22K
HYG
Ishares Tr

ETFs
-34
- 13.03%
$75.75 - $80.65 $2.58K - $2.74K
227 $18K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-30
- 11.45%
$78.98 - $90.1 $2.37K - $2.7K
232 $20K
MSI
Motorola Solutions, Inc.

Technology
-2
- 4.65%
$394.72 - $440.39 $789 - $881
41 $17K
NTRA
Natera, Inc.

Healthcare
-29
- 11.89%
$132.23 - $171.87 $3.83K - $4.98K
215 $36K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-38
- 2.18%
$22.54 - $23.17 $857 - $880
1.71K $39K
PFE
Pfizer Inc

Healthcare
-30
- 17.65%
$21.59 - $24.84 $648 - $745
140 $3K
PLTR
Palantir Technologies Inc.

Technology
-74
- 46.25%
$74.01 - $144.25 $5.48K - $10.7K
86 $11K
GFL
Gfl Environmental Inc.

Industrials
-251
- 11.88%
$42.93 - $51.58 $10.8K - $12.9K
1.86K $93K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-86
- 3.04%
$22.43 - $23.23 $1.93K - $2K
2.75K $63K
EUSB
Ishares Tr Esg Advanced Total

Technology
-18
- 5.01%
$42.54 - $43.56 $766 - $784
341 $14K
MRVL
Marvell Technology, Inc.

Technology
-10
- 40.0%
$49.38 - $79.97 $494 - $800
15 $1K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-49
- 33.79%
$7.69 - $11.46 $377 - $562
96 $1K
Ge Vernova Inc
-17
- 12.59%
N/A
118 $0
Lam Research Corp
-2.2K
- 14.21%
N/A
13.3K $0
Blackrock ETF Trust Ii
-136
- 2.78%
N/A
4.75K $0
Nebius Group N.V.
-694
- 48.87%
N/A
726 $0
Grayscale Bitcoin Mini Tr Et
-116
- 23.53%
N/A
377 $0
GOLD
Barrick Gold Corp

Basic Materials
-1
- 6.67%
$17.52 - $21.59 $17.5 - $21.6
14 $0
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-445
- 3.37%
$12.25 - $15.47 $5.45K - $6.88K
12.8K $197K
Super Micro Computer Inc
-20
- 6.45%
N/A
290 $0
Tema ETF Trust
-25K
- 44.75%
N/A
30.8K $0
LCTD
Blackrock ETF World Ex Us Carb
-12
- 2.8%
N/A
417 $0
TLRY
Tilray Brands, Inc.

Healthcare
-4
- 0.94%
$0.36 - $0.65 $1.44 - $2.6
423 $0
CRON
Cronos Group Inc.

Healthcare
-190
- 39.18%
$1.62 - $2.14 $308 - $407
295 $0
Veralto Corp
-4.43K
- 34.87%
N/A
8.28K $0
SIVR
Abrdn Silver ETF Trust

ETFs
-100
- 20.0%
$28.36 - $35.37 $2.84K - $3.54K
400 $13K
Gsk PLC
-10
- 1.93%
N/A
508 $0
HYDB
Ishares Tr Edge High Yield Def

ETFs
-10
- 2.35%
$44.64 - $47.48 $446 - $475
415 $19K
Ishares Bitcoin Trust ETF
-132K
- 61.74%
N/A
81.5K $0
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1
- 16.67%
$68.13 - $74.77 $68.1 - $74.8
5 $0
Innovator Etfs Trust
-327
- 82.99%
N/A
67 $0
QS
Quantum Scape Corp

Consumer Cyclical
-80
- 28.57%
$3.47 - $7.65 $278 - $612
200 $1K
Veren Inc
-277
- 10.51%
N/A
2.36K $0
Barclays Bank PLC
-45
- 52.94%
N/A
40 $0
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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