Oliver Lagore Vanvalin Investment Group Portfolio Holdings

Oliver Lagore Vanvalin Investment Group

  • $263 Million
  • Q2 2025

Oliver Lagore Vanvalin Investment Group has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $263 Million distributed in 661 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 20+ Year Trea with a value of $15.3M, Ishares Barclays with a value of $14.9M, Invesco Qqq Trust, Series 1 with a value of $13.5M, Spdr Bloomberg 1 3 Month T Bil with a value of $12.4M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $10.6M.

Examining the 13F form we can see an decrease of $107M in the current position value, from $370M to 263M. Also it can be appreciated an additional of 54 stocks purchases and 1 closed positions.

Oliver Lagore Vanvalin Investment Group is based out at Flint, MI

Below you can find more details about Oliver Lagore Vanvalin Investment Group portfolio as well as his latest detailed transactions.

Portfolio value $263 Million
ETFs: $138 Million
Technology: $42.8 Million
Industrials: $13.4 Million
Consumer Cyclical: $13.2 Million
Financial Services: $11.4 Million
Healthcare: $9.82 Million
Communication Services: $7.92 Million
Consumer Defensive: $7.74 Million
Other: $15.4 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$109,000 0.04% of portfolio
1,630
Q2 2025 Reduced 1.09%
$0
$71,000 0.03% of portfolio
2,075
Q2 2025 Reduced 28.82%
$0
$92,000 0.03% of portfolio
2,064
Q2 2025 Reduced 27.88%
$0
$73,000 0.03% of portfolio
772
Q4 2024 Reduced 29.95%
$0
$75,000 0.03% of portfolio
1,985
Q2 2025 Added 2,291.57%
$0
$72,000 0.03% of portfolio
1,650
Q2 2024 Reduced 76.12%
$0
$84,000 0.03% of portfolio
916
Q2 2025 Added 34.9%
$0
$77,000 0.03% of portfolio
1,510
Q2 2025 Reduced 16.94%
$0
$75,000 0.03% of portfolio
646
Q2 2025 Added 0.78%
$0
$79,000 0.03% of portfolio
1,725
Q2 2025 Reduced 17.82%
$0
$79,000 0.03% of portfolio
760
Q2 2025 Reduced 3.8%
$0
$92,000 0.03% of portfolio
1,718
Q2 2025 Added 2.14%
$0
$47,000 0.02% of portfolio
817
Q2 2025 Reduced 12.99%
$0
$54,000 0.02% of portfolio
912
Q2 2025 Reduced 9.25%
$0
$62,000 0.02% of portfolio
1,658
Q2 2025 Reduced 27.88%
$0
$44,000 0.02% of portfolio
1,145
Q2 2025 Reduced 27.81%
$0
$43,000 0.02% of portfolio
646
Q2 2025 Reduced 99.41%
$0
$40,000 0.02% of portfolio
296
Q4 2022 Reduced 31.48%
$0
$56,000 0.02% of portfolio
1,076
Q1 2024 Reduced 70.63%
$0
$42,000 0.02% of portfolio
851
Q1 2024 Reduced 54.78%
$0
$48,000 0.02% of portfolio
2,930
Q2 2024 Added 46.5%
$0
$56,000 0.02% of portfolio
420
Q2 2025 Added 15.38%
$0
$63,000 0.02% of portfolio
2,745
Q2 2025 Reduced 3.04%
$0
$55,000 0.02% of portfolio
1,164
Q2 2025 Added 42.65%
$0
$54,000 0.02% of portfolio
2,321
Q2 2025 Added 0.13%
$0
$43,000 0.02% of portfolio
468
Q1 2024 Reduced 64.63%
$0
$48,000 0.02% of portfolio
143
Q1 2024 New
$0
$45,000 0.02% of portfolio
1,973
Q2 2025 Added 0.15%
$0
$19,000 0.01% of portfolio
108
Q2 2024 Reduced 19.4%
$0
$27,000 0.01% of portfolio
254
Q2 2025 Added 8.55%
$0
$19,000 0.01% of portfolio
350
Q2 2025 Reduced 18.03%
$0
$14,000 0.01% of portfolio
105
Q2 2025 Reduced 34.78%
$0
$25,000 0.01% of portfolio
193
Q2 2025 Reduced 23.41%
$0
$36,000 0.01% of portfolio
308
Q2 2025 Reduced 56.37%
$0
$38,000 0.01% of portfolio
1,239
Q4 2024 Reduced 0.24%
$0
$38,000 0.01% of portfolio
468
Q2 2025 Reduced 98.5%
$0
$18,000 0.01% of portfolio
227
Q2 2025 Reduced 13.03%
$0
$17,000 0.01% of portfolio
97
Q2 2025 New
$0
$21,000 0.01% of portfolio
289
Q4 2024 Reduced 6.17%
$0
$32,000 0.01% of portfolio
732
Q2 2025 Added 33.09%
$0
$32,000 0.01% of portfolio
565
Q2 2025 Reduced 10.32%
$0
$38,000 0.01% of portfolio
516
Q2 2025 Reduced 35.66%
$0
$14,000 0.01% of portfolio
341
Q2 2025 Reduced 5.01%
$0
$19,000 0.01% of portfolio
415
Q2 2025 Reduced 2.35%
$0
$20,000 0.01% of portfolio
232
Q2 2025 Reduced 11.45%
$0
$38,000 0.01% of portfolio
761
Q2 2025 Added 76,000.0%
$0
$37,000 0.01% of portfolio
685
Q2 2024 Added 13.22%
$0
$29,000 0.01% of portfolio
66
Q2 2025 Reduced 99.72%
$0
$21,000 0.01% of portfolio
98
Q2 2025 Added 145.0%

Summary

  • Portfolio
  • No. of Stocks 661
  • Current Value $263 Million
  • Prior Value $370 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 54 stocks
  • Additional Purchases 139 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 185 stocks
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