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.
Portfolio value
$510 Million
Financial Services: $111 Million
ETFs: $68.7 Million
Industrials: $63.5 Million
Healthcare: $52.2 Million
Technology: $50 Million
Consumer Cyclical: $36.5 Million
Energy: $29.3 Million
Consumer Defensive: $22.6 Million
Other: $75.7 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
