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Oliver Lagore Vanvalin Investment Group

Portfolio Manager
Oliver Lagore Vanvalin Investment Group
Performance
+0.00% (2025 Q2)
AUM (13F)
$254.80M
# of Holdings
661
Performance Rank
Allocation (Top 20)
52.23%

Oliver Lagore Vanvalin Investment Group Holdings Map

Top 50 Oliver Lagore Vanvalin Investment Group Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
TLT
ISHARES TR
6.19%173.3K$15.8M
+6078.11%(+170.49K)
2023-Q4: 17.9K shares2024-Q1: 71.0K shares2024-Q2: 32.8K shares2024-Q3: 2.8K shares2025-Q2: 173.3K shares
$88.08
2025-06-30
IEF
ISHARES TR
5.81%155.3K$14.8M
+16.89%(+22.44K)
2023-Q4: 57.9K shares2024-Q1: 85.8K shares2024-Q2: 74.4K shares2024-Q3: 132.9K shares2025-Q2: 155.3K shares
$90.10
2025-06-30
BIL
SPDR SER TR
4.85%134.8K$12.4M
-29.78%(-57.19K)
2023-Q4: 105.4K shares2024-Q1: 203.5K shares2024-Q2: 197.4K shares2024-Q3: 192.0K shares2025-Q2: 134.8K shares
$83.09
2025-06-30
QQQ
INVESCO QQQ TR
4.49%24.4K$11.4M
+169.11%(+15.32K)
2023-Q4: 20.8K shares2024-Q1: 24.9K shares2024-Q2: 62.3K shares2024-Q3: 9.1K shares2025-Q2: 24.4K shares
$418.97
2025-06-30
SPLG
SPDR SER TR
3.77%146.1K$9.6M
+12.40%(+16.12K)
2023-Q4: 102.6K shares2024-Q1: 119.7K shares2024-Q2: 127.8K shares2024-Q3: 130.0K shares2025-Q2: 146.1K shares
$57.58
2025-06-30
QQQM
INVESCO EXCH TRADED FD TR II
3.45%45.6K$8.8M
+12.19%(+4.95K)
2023-Q4: 32.2K shares2024-Q1: 37.2K shares2024-Q2: 39.6K shares2024-Q3: 40.6K shares2025-Q2: 45.6K shares
$176.27
2025-06-30
JPST
J P MORGAN EXCHANGE TRADED F
2.38%119.6K$6.1M
+11.00%(+11.85K)
2023-Q4: 169.6K shares2024-Q1: 215.0K shares2024-Q2: 104.9K shares2024-Q3: 107.7K shares2025-Q2: 119.6K shares
$46.75
2025-06-30
ONEQ
FIDELITY COMWLTH TR
2.34%87.4K$6.0M
+15.60%(+11.80K)
2023-Q4: 64.3K shares2024-Q1: 67.8K shares2024-Q2: 71.3K shares2024-Q3: 75.6K shares2025-Q2: 87.4K shares
$55.05
2025-06-30
XLV
SELECT SECTOR SPDR TR
2.19%38.3K$5.6M
+63.36%(+14.85K)
2023-Q4: 12.7K shares2024-Q1: 11.3K shares2024-Q2: 7.8K shares2024-Q3: 23.4K shares2025-Q2: 38.3K shares
$134.92
2025-06-30
AAAU
GOLDMAN SACHS PHYSICAL GOLD
2.09%172.5K$5.3M
-26.95%(-63.66K)
2023-Q4: 553.6K shares2024-Q1: 354.3K shares2024-Q2: 489.5K shares2024-Q3: 236.2K shares2025-Q2: 172.5K shares
$18.99
2025-06-30

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