Oliver Lagore Vanvalin Investment Group Portfolio Holdings

Oliver Lagore Vanvalin Investment Group

  • $370 Million
  • Q4 2024

Oliver Lagore Vanvalin Investment Group has filed its 13F form on April 01, 2025 for Q4 2024 where it was disclosed a total value porftolio of $370 Million distributed in 686 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $108M, Ishares Barclays with a value of $15.4M, Spdr Bloomberg 1 3 Month T Bil with a value of $15.1M, Spdr Portfolio S&P 500 ETF (Ma with a value of $10.2M, and Spdr Dow Jones Industrial Average ETF Trust with a value of $9.94M.

Examining the 13F form we can see an increase of $11.3M in the current position value, from $359M to 370M. Also it can be appreciated an additional of 62 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 $370 Million
ETFs: $252 Million
Technology: $37.1 Million
Consumer Cyclical: $11.9 Million
Healthcare: $10.9 Million
Financial Services: $10.7 Million
Industrials: $10.6 Million
Consumer Defensive: $8.58 Million
Communication Services: $8.54 Million
Other: $16.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.77B
$92,000 0.02% of portfolio
492
Q2 2024 Added 9.09%
$38.2B
$68,000 0.02% of portfolio
216
Q4 2024 Added 78.51%
$58.2B
$74,000 0.02% of portfolio
2,318
Q4 2024 Added 0.04%
$0
$81,000 0.02% of portfolio
1,458
Q4 2024 Added 155.79%
$122B
$57,000 0.02% of portfolio
119
Q4 2024 Reduced 21.19%
$155B
$76,000 0.02% of portfolio
212
Q4 2024 Reduced 1.4%
$7.16B
$80,000 0.02% of portfolio
597
Q4 2022 Reduced 0.5%
$63.7B
$74,000 0.02% of portfolio
535
Q4 2024 Added 749.21%
$1.85B
$80,000 0.02% of portfolio
2,656
Q4 2023 Reduced 38.66%
$12.4B
$68,000 0.02% of portfolio
3,989
Q3 2024 Reduced 2.45%
$32.7B
$61,000 0.02% of portfolio
715
Q4 2024 Reduced 19.3%
$39.7B
$82,000 0.02% of portfolio
919
Q3 2024 New
$50.9B
$69,000 0.02% of portfolio
298
Q3 2023 Reduced 0.67%
$645M
$81,000 0.02% of portfolio
1,842
Q2 2024 Reduced 13.2%
$41.8B
$83,000 0.02% of portfolio
397
Q4 2023 Reduced 4.34%
$150B
$56,000 0.02% of portfolio
1,507
Q2 2024 Added 12.72%
$0
$84,000 0.02% of portfolio
2,915
Q4 2024 Reduced 27.54%
$0
$91,000 0.02% of portfolio
2,223
Q4 2024 Added 152.33%
$0
$90,000 0.02% of portfolio
9,700
Q2 2023 Added 48.66%
$0
$57,000 0.02% of portfolio
1,522
Q4 2024 Reduced 29.04%
$0
$83,000 0.02% of portfolio
2,480
Q4 2024 Added 156.46%
$51B
$60,000 0.02% of portfolio
997
Q4 2024 Reduced 0.5%
$58.3B
$58,000 0.02% of portfolio
200
Q4 2023 Reduced 4.31%
$34.2B
$54,000 0.01% of portfolio
578
Q4 2023 Added 377.69%
$1.31B
$33,000 0.01% of portfolio
1,951
Q3 2024 Reduced 20.4%
$167B
$26,000 0.01% of portfolio
51
Q2 2024 Reduced 10.53%
$40.8B
$24,000 0.01% of portfolio
183
Q3 2024 Added 169.12%
$326B
$45,000 0.01% of portfolio
205
Q4 2022 New
$0
$24,000 0.01% of portfolio
234
Q3 2024 Reduced 70.23%
$0
$43,000 0.01% of portfolio
851
Q1 2024 Reduced 54.78%
$0
$19,000 0.01% of portfolio
2,000
Q4 2022 New
$0
$23,000 0.01% of portfolio
550
Q4 2024 New
$214B
$43,000 0.01% of portfolio
200
Q3 2024 Reduced 4.76%
$0
$46,000 0.01% of portfolio
143
Q1 2024 New
$24.5B
$52,000 0.01% of portfolio
500
Q3 2024 Reduced 36.31%
$425B
$30,000 0.01% of portfolio
60
Q4 2024 Reduced 18.92%
$0
$23,000 0.01% of portfolio
427
Q4 2024 Reduced 10.11%
$0
$54,000 0.01% of portfolio
939
Q4 2024 Reduced 21.36%
$21.7B
$20,000 0.01% of portfolio
213
Q4 2024 New
$0
$26,000 0.01% of portfolio
793
Q4 2024 Reduced 12.08%
$135B
$22,000 0.01% of portfolio
100
Q4 2022 Reduced 37.11%
$0
$46,000 0.01% of portfolio
1,650
Q2 2024 Reduced 76.12%
$149B
$36,000 0.01% of portfolio
600
Q3 2024 Reduced 19.57%
$0
$35,000 0.01% of portfolio
2,400
Q4 2024 Added 500.0%
$0
$26,000 0.01% of portfolio
119
Q4 2024 Added 891.67%
$0
$32,000 0.01% of portfolio
252
Q4 2024 Reduced 34.88%
$0
$22,000 0.01% of portfolio
36
Q4 2024 Reduced 88.27%
$5.08B
$43,000 0.01% of portfolio
792
Q4 2024 Added 174.05%
$0
$26,000 0.01% of portfolio
4,980
Q4 2024 Added 345.84%

Summary

  • Portfolio
  • No. of Stocks 686
  • Current Value $370 Million
  • Prior Value $359 Million
  • Filing
  • Period Q4 2024
  • Filing Date April 01, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 62 stocks
  • Additional Purchases 186 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 147 stocks
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