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
$38,000 0.01% of portfolio
742
Q2 2025 Reduced 32.48%
$0
$21,000 0.01% of portfolio
266
Q2 2025 Reduced 25.91%
$0
$30,000 0.01% of portfolio
775
Q2 2025 Reduced 2.27%
$0
$33,000 0.01% of portfolio
2,400
Q4 2024 Added 500.0%
$0
$19,000 0.01% of portfolio
111
Q4 2024 Added 9.9%
$0
$39,000 0.01% of portfolio
1,112
Q2 2025 Reduced 26.94%
$0
$39,000 0.01% of portfolio
1,709
Q2 2025 Reduced 2.18%
$0
$27,000 0.01% of portfolio
395
Q2 2025 Reduced 28.7%
$0
$8,000 0.0% of portfolio
313
Q2 2025 Reduced 66.88%
$0
$0 0.0% of portfolio
4
Q4 2023 Reduced 86.21%
$0
$10,000 0.0% of portfolio
67
Q2 2024 New
$0
$7,000 0.0% of portfolio
170
Q3 2024 Reduced 15.0%
$0
$11,000 0.0% of portfolio
730
Q3 2024 Added 143.33%
$0
$2,000 0.0% of portfolio
41
Q2 2025 New
$0
$2,000 0.0% of portfolio
58
Q2 2025 New
$0
$2,000 0.0% of portfolio
30
Q2 2025 New
$0
$0 0.0% of portfolio
100
Q1 2022 New
$0
$0 0.0% of portfolio
5
Q1 2024 Reduced 54.55%
$0
$7,000 0.0% of portfolio
50
Q4 2024 Added 35.14%
$0
$0 0.0% of portfolio
2
Q2 2024 Reduced 96.49%
$0
$0 0.0% of portfolio
1,768
Q1 2024 Reduced 2.64%
$0
$0 0.0% of portfolio
12
Q2 2025 New
$0
$2,000 0.0% of portfolio
83
Q2 2025 Reduced 61.57%
$0
$6,000 0.0% of portfolio
257
Q2 2025 Added 256.94%
$0
$0 0.0% of portfolio
0
Q2 2025 New
$0
$0 0.0% of portfolio
1
Q2 2025 Reduced 99.81%
$0
$6,000 0.0% of portfolio
290
Q2 2025 Added 1.05%
$0
$0 0.0% of portfolio
24
Q2 2025 New
$0
$5,000 0.0% of portfolio
56
Q3 2024 Reduced 5.08%
$0
$0 0.0% of portfolio
3
Q1 2024 New
$0
$0 0.0% of portfolio
1
Q4 2024 Reduced 66.67%
$0
$13,000 0.0% of portfolio
200
Q2 2025 Reduced 49.87%
$0
$0 0.0% of portfolio
3
Q4 2023 Reduced 97.0%
$0
$7,000 0.0% of portfolio
158
Q2 2025 Reduced 67.01%
$0
$11,000 0.0% of portfolio
222
Q2 2025 Reduced 99.83%
$0
$1,000 0.0% of portfolio
16
Q3 2024 New
$0
$5,000 0.0% of portfolio
109
Q2 2025 Added 289.29%
$0
$1,000 0.0% of portfolio
14
Q1 2022 New
$0
$2,000 0.0% of portfolio
28
Q2 2025 New
$0
$12,000 0.0% of portfolio
19
Q2 2025 Reduced 47.22%
$0
$1,000 0.0% of portfolio
25
Q2 2025 New
$0
$13,000 0.0% of portfolio
153
Q1 2024 Reduced 66.81%
$1.83B
$13,000 0.0% of portfolio
400
Q2 2025 Reduced 20.0%
$0
$0 0.0% of portfolio
46
Q3 2024 New
$0
$1,000 0.0% of portfolio
75
Q2 2025 New
$9.98B
$1,000 0.0% of portfolio
29
Q2 2025 Added 93.33%
$0
$11,000 0.0% of portfolio
130
Q2 2025 Reduced 20.25%
$0
$4,000 0.0% of portfolio
125
Q2 2025 Added 56.25%
$0
$0 0.0% of portfolio
1
Q2 2025 Reduced 99.92%

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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