Top 50 Oliver Luxxe Assets Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | 2.15% | 33.4K | $14.4M | -24.65%(-10.93K) | $163.59(+155.68%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 2.05% | 15.7K | $13.7M | +0.17%(+26) | $157.58(+595.00%) | 2026-03-31 | |
| C | CITIGROUP INC | 1.98% | 116.7K | $13.2M | -0.46%(-537) | $46.66(+174.35%) | 2026-03-31 | |
| MS | MORGAN STANLEY | 1.85% | 75.0K | $12.3M | -1.01%(-768) | $53.08(+256.56%) | 2026-03-31 | |
| PM | PHILIP MORRIS INTL INC | 1.77% | 71.4K | $11.8M | +0.93%(+656) | $106.58(+59.00%) | 2026-03-31 | |
| ETR | ENTERGY CORP NEW | 1.54% | 91.7K | $10.3M | +0.74%(+669) | $73.56(+59.54%) | 2026-03-31 | |
| GE | GE AEROSPACE | 1.51% | 35.6K | $10.1M | +1.42%(+500) | $113.37(+152.87%) | 2026-03-31 | |
| FCX | FREEPORT-MCMORAN INC | 1.5% | 171.0K | $10.1M | -0.58%(-996) | $31.33(+84.10%) | 2026-03-31 | |
| BKR | BAKER HUGHES COMPANY | 1.42% | 155.5K | $9.5M | -2.19%(-3.48K) | $31.43(+115.68%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1.4% | 27.7K | $9.4M | +0.54%(+150) | $87.71(+349.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.93% | +72.49% |
| Top 20 Holdings Unweighted | +18.87% | +67.95% |
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