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

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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