Top 50 Oliver Lagore Vanvalin Investment Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TLT | ISHARES TR | 6.19% | 173.3K | $15.8M | +6078.11%(+170.49K) | $88.08 | 2025-06-30 | |
| IEF | ISHARES TR | 5.81% | 155.3K | $14.8M | +16.89%(+22.44K) | $90.10 | 2025-06-30 | |
| BIL | SPDR SER TR | 4.85% | 134.8K | $12.4M | -29.78%(-57.19K) | $83.09 | 2025-06-30 | |
| QQQ | INVESCO QQQ TR | 4.49% | 24.4K | $11.4M | +169.11%(+15.32K) | $418.97 | 2025-06-30 | |
| SPLG | SPDR SER TR | 3.77% | 146.1K | $9.6M | +12.40%(+16.12K) | $57.58 | 2025-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 3.45% | 45.6K | $8.8M | +12.19%(+4.95K) | $176.27 | 2025-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.38% | 119.6K | $6.1M | +11.00%(+11.85K) | $46.75 | 2025-06-30 | |
| ONEQ | FIDELITY COMWLTH TR | 2.34% | 87.4K | $6.0M | +15.60%(+11.80K) | $55.05 | 2025-06-30 | |
| XLV | SELECT SECTOR SPDR TR | 2.19% | 38.3K | $5.6M | +63.36%(+14.85K) | $134.92 | 2025-06-30 | |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | 2.09% | 172.5K | $5.3M | -26.95%(-63.66K) | $18.99 | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.72% | +28.98% |
| Top 20 Holdings Unweighted | +11.12% | +30.17% |
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