Oliver Luxxe Assets LLC Portfolio Holdings
Oliver Luxxe Assets LLC
- $510 Million
- Q2 2025
Oliver Luxxe Assets LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $510 Million distributed in 182 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $13.4M, Morgan Stanley with a value of $10.4M, Citigroup Inc with a value of $9.91M, Alphabet Inc. with a value of $9.76M, and Philip Morris International Inc. with a value of $9.65M.
Examining the 13F form we can see an increase of $8.73M in the current position value, from $501M to 510M.
Oliver Luxxe Assets LLC is based out at Gladstone, NJ
Below you can find more details about Oliver Luxxe Assets LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 182
- Current Value $510 Million
- Prior Value $501 Million
- Filing
- Period Q2 2025
- Filing Date July 14, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 20 stocks
- Additional Purchases 112 stocks
- Sold out of 0 stocks
- Reduced holdings in 40 stocks