Oliver Lagore Vanvalin Investment Group Incresed Positions in Q3 2024

Oliver Lagore Vanvalin Investment Group

  • $359 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
33.1K
+ 22.07%
$517.38 - $573.86 $17.1M - $19M
183K $105M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
79K
+ 526760.0%
$81.31 - $83.29 $6.42M - $6.58M
79K $6.57M
HYG
Ishares Tr

ETFs
77.8K
+ 75527.18%
$76.72 - $80.36 $5.97M - $6.25M
77.9K $6.26M
IEF
Ishares Barclays

ETFs
58.5K
+ 78.67%
$92.67 - $99.14 $5.42M - $5.8M
133K $13M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
45.1K
+ 64.28%
$114.73 - $120.23 $5.18M - $5.43M
115K $13.8M
RSP
Invesco S&P 500 Equal Weight E

ETFs
17.1K
+ 2871.6%
$162.83 - $179.16 $2.78M - $3.06M
17.7K $3.17M
XLV
Select Sector Spdr Fund Health

ETFs
15.7K
+ 201.97%
$143.3 - $157.24 $2.25M - $2.47M
23.4K $3.61M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
43.6K
+ 32.6%
$50.15 - $50.66 $2.18M - $2.21M
177K $8.97M
PG
Procter & Gamble CO

Consumer Defensive
11.8K
+ 390.81%
$160.76 - $177.82 $1.89M - $2.09M
14.8K $2.56M
CEG
Constellation Energy Corp

Utilities
7.74K
+ 12093.75%
$167.08 - $262.86 $1.29M - $2.03M
7.8K $2.03M
TTE
Total Energies Se

Energy
9.89K
+ 30.42%
$68.61 - $68.61 $678K - $678K
42.4K $2.91M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.26K
+ 2138.69%
$147.95 - $191.05 $630K - $813K
4.46K $773K
PGHY
Invesco ETF Tr Ii Global Short

ETFs
26.2K
+ 19.79%
$19.5 - $20.28 $510K - $530K
158K $3.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.14K
+ 1.67%
$60.84 - $67.51 $130K - $144K
130K $8.78M
AVGO
Broadcom Inc.

Technology
10.6K
+ 1220.9%
$136.27 - $1745.86 $1.44M - $18.5M
11.4K $1.97M
BALT
Innovator Etfs Tr
16.5K
+ 21.7%
$29.76 - $30.83 $490K - $508K
92.4K $2.85M
ORCL
Oracle Corp

Technology
1.46K
+ 15.52%
$125.9 - $170.35 $183K - $248K
10.8K $1.84M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
4.36K
+ 6.11%
$63.74 - $73.47 $278K - $320K
75.6K $5.42M
DHR
Danaher Corp

Healthcare
1.12K
+ 27.26%
$239.25 - $280.76 $267K - $314K
5.22K $1.45M
NEE
Nextera Energy Inc

Utilities
1.43K
+ 6.63%
$69.9 - $84.97 $99.8K - $121K
23K $1.94M
DE
Deere & CO

Industrials
606
+ 18.43%
$344.84 - $418.0 $209K - $253K
3.9K $1.63M
CVX
Chevron Corp

Energy
3.19K
+ 33.96%
$137.88 - $161.97 $440K - $517K
12.6K $1.85M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.07K
+ 2.7%
$178.94 - $207.0 $191K - $221K
40.6K $8.16M
PECO
Phillips Edison & Company, Inc.

Real Estate
5.5K
+ 21.96%
$32.1 - $38.93 $177K - $214K
30.5K $1.15M
HSY
Hershey CO

Consumer Defensive
1.33K
+ 25.05%
$182.45 - $203.25 $243K - $270K
6.64K $1.27M
PEP
Pepsico Inc

Consumer Defensive
1.5K
+ 22.4%
$161.9 - $179.3 $242K - $268K
8.17K $1.39M
UHAL
Amerco

Industrials
1.18K
+ 9.48%
$59.88 - $77.88 $70.7K - $92K
13.6K $1.06M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
6.83K
+ 8.95%
$19.88 - $21.63 $136K - $148K
83.2K $1.79M
EFV
Msci Eafe Value ETF

ETFs
3.92K
+ 78.5%
$51.72 - $57.96 $203K - $227K
8.91K $512K
SHW
Sherwin Williams CO

Basic Materials
304
+ 20.01%
$294.65 - $384.0 $89.6K - $117K
1.82K $695K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.3K
+ 118.86%
$100.3 - $100.74 $231K - $232K
4.24K $426K
A
Agilent Technologies, Inc.

Healthcare
56
+ 0.48%
$125.42 - $148.48 $7.02K - $8.31K
11.7K $1.73M
AMD
Advanced Micro Devices Inc

Technology
1.21K
+ 12.94%
$128.67 - $183.96 $156K - $223K
10.6K $1.73M
MA
Mastercard Inc

Financial Services
102
+ 3.42%
$429.6 - $500.99 $43.8K - $51.1K
3.08K $1.52M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.55K
+ 7.36%
$44.83 - $47.42 $114K - $121K
37.2K $1.75M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.8K
+ 2.67%
$50.25 - $50.74 $141K - $142K
108K $5.47M
RACE
Ferrari N.V.

Consumer Cyclical
102
+ 7.96%
$405.92 - $496.79 $41.4K - $50.7K
1.38K $650K
AZN
Astrazeneca PLC

Healthcare
1.63K
+ 14.09%
$76.67 - $87.62 $125K - $143K
13.2K $1.03M
LLY
Eli Lilly & CO

Healthcare
166
+ 13.31%
$772.14 - $960.02 $128K - $159K
1.41K $1.25M
WCN
Waste Connections, Inc.

Industrials
533
+ 10.01%
$173.92 - $186.5 $92.7K - $99.4K
5.86K $1.05M
HD
Home Depot, Inc.

Consumer Cyclical
205
+ 42.53%
$333.64 - $405.2 $68.4K - $83.1K
687 $278K
AMZN
Amazon Com Inc

Consumer Cyclical
1.64K
+ 5.8%
$161.02 - $200.0 $264K - $328K
29.9K $5.57M
SSO
Proshares Ultra S&P 500

ETFs
683
+ 50.82%
$73.92 - $90.17 $50.5K - $61.6K
2.03K $182K
V
Visa Inc.

Financial Services
189
+ 14.09%
$253.74 - $291.56 $48K - $55.1K
1.53K $420K
QLD
Proshares Ultra Qqq

ETFs
679
+ 59.35%
$81.06 - $109.83 $55K - $74.6K
1.82K $183K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.01K
+ 34.66%
$56.04 - $62.99 $56.5K - $63.6K
3.92K $239K
SO
Southern CO

Utilities
10
+ 0.2%
$77.0 - $90.52 $770 - $905
5.03K $453K
PGR
Progressive Corp

Financial Services
90
+ 10.96%
$209.46 - $259.24 $18.9K - $23.3K
911 $231K
LRCX
Lam Research Corp

Technology
324
+ 38.53%
$731.56 - $1127.3 $237K - $365K
1.17K $950K
Activity Summary
Buys All Purchases 212 New Holdings 60 Increased Positions 152 Sells All Sells 191 Reductions 191 Sold out 0 Options Calls 0 Puts 0
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