Oliver Luxxe Assets LLC Portfolio Holdings
Oliver Luxxe Assets LLC
- $585 Million
- Q4 2025
Oliver Luxxe Assets LLC has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $585 Million distributed in 189 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $16.7M, Alphabet Inc. with a value of $15M, Morgan Stanley with a value of $12.1M, Citigroup Inc with a value of $11.5M, and 3 M CO with a value of $10.9M.
Examining the 13F form we can see an decrease of $5.68M in the current position value, from $591M to 585M.
Oliver Luxxe Assets LLC is based out at Gladstone, NJ
Below you can find more details about Oliver Luxxe Assets LLC portfolio as well as his latest detailed transactions.
Portfolio value
$585 Million
Financial Services: $114 Million
Industrials: $79.4 Million
ETFs: $72.9 Million
Healthcare: $68.6 Million
Technology: $58.1 Million
Consumer Cyclical: $50.7 Million
Energy: $31.5 Million
Communication Services: $24.9 Million
Other: $84.4 Million