Oliver Lagore Vanvalin Investment Group has filed its 13F form on April 01, 2025 for Q4 2024 where it was disclosed a total value porftolio of $370 Million distributed in 686 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $108M, Ishares Barclays with a value of $15.4M, Spdr Bloomberg 1 3 Month T Bil with a value of $15.1M, Spdr Portfolio S&P 500 ETF (Ma with a value of $10.2M, and Spdr Dow Jones Industrial Average ETF Trust with a value of $9.94M.
Examining the 13F form we can see an increase of $11.3M in the current position value, from $359M to 370M.
Also it can be appreciated an additional of 62 stocks purchases and 1 closed positions.
Oliver Lagore Vanvalin Investment Group is based out at Flint, MI
Below you can find more details about Oliver Lagore Vanvalin Investment Group portfolio as well as his latest detailed transactions.
Portfolio value
$370 Million
ETFs: $252 Million
Technology: $37.1 Million
Consumer Cyclical: $11.9 Million
Healthcare: $10.9 Million
Financial Services: $10.7 Million
Industrials: $10.6 Million
Consumer Defensive: $8.58 Million
Communication Services: $8.54 Million
Other: $16.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
