OLIVER LAGORE VANVALIN INVESTMENT GROUP
CIK: 0001907568SEC EDGAR →
Portfolio Value
$254.8B
Holdings
656
As of
Q2 2025
New Positions
51
Closed Positions
81
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 173,296 | $15.8B | 6.19% |
| 2 | ISHARES TR | 155,321 | $14.8B | 5.81% |
| 3 | SPDR SER TR | 134,824 | $12.4B | 4.85% |
| 4 | INVESCO QQQ TR | 24,384 | $11.4B | 4.49% |
| 5 | SPDR SER TR | 146,105 | $9.6B | 3.77% |
| 6 | INVESCO EXCH TRADED FD TR II | 45,571 | $8.8B | 3.45% |
| 7 | J P MORGAN EXCHANGE TRADED F | 119,582 | $6.1B | 2.38% |
| 8 | FIDELITY COMWLTH TR | 87,425 | $6.0B | 2.34% |
| 9 | SELECT SECTOR SPDR TR | 38,290 | $5.6B | 2.19% |
| 10 | GOLDMAN SACHS PHYSICAL GOLD | 172,548 | $5.3B | 2.09% |
Quarterly Changes
Top Buys
New Positions (51)
$612.5M · 6K shares
$577.6M · 8K shares
$458.0M · 3K shares
$416.8M · 226 shares
$208.9M · 3K shares
$89.9M · 409 shares
$77.1M · 2K shares
$19.1M · 4K shares
$18.8M · 97 shares
$12.7M · 300 shares
$11.7M · 104 shares
$11.2M · 73 shares
$9.6M · 284 shares
$9.5M · 237 shares
$9.5M · 306 shares
$8.4M · 1K shares
$8.2M · 39 shares
$7.7M · 118 shares
$7.6M · 95 shares
$7.4M · 75 shares
$7.3M · 375 shares
$7.2M · 151 shares
$7.1M · 420 shares
$6.8M · 1K shares
$6.7M · 135 shares
$6.0M · 61 shares
$6.0M · 40 shares
$5.3M · 800 shares
$5.2M · 137 shares
$4.5M · 200 shares
$3.7M · 116 shares
$3.3M · 12 shares
$2.8M · 20 shares
$2.6M · 58 shares
$2.6M · 100 shares
$2.3M · 1K shares
$2.3M · 28 shares
$2.2M · 47 shares
$2.1M · 30 shares
$2.1M · 41 shares
$2.0M · 25 shares
$1.8M · 38 shares
$1.6M · 75 shares
$1.5M · 30 shares
$1.5M · 25 shares
$800K · 5 shares
$773K · 21 shares
$730K · 600 shares
$516K · 24 shares
$431K · 12 shares
$21K · 10 shares
Closed Positions (81)
$334.9M · 8K shares
$199.3M · 4K shares
$118.9M · 996 shares
$91.8M · 2K shares
$90.2M · 2K shares
$83.8M · 2K shares
$81.2M · 1K shares
$77.6M · 3K shares
$62.9M · 1K shares
$48.0M · 1K shares
$28.7M · 1K shares
$27.4M · 1K shares
$27.3M · 771 shares
$26.9M · 358 shares
$26.4M · 1K shares
$17.9M · 300 shares
$17.6M · 220 shares
$14.3M · 25 shares
$14.2M · 541 shares
$13.5M · 546 shares
$12.1M · 200 shares
$11.8M · 5K shares
$11.5M · 496 shares
$11.0M · 387 shares
$10.8M · 260 shares
$9.6M · 139 shares
$9.5M · 1K shares
$9.4M · 85 shares
$9.0M · 93 shares
$8.8M · 750 shares
$8.7M · 330 shares
$8.7M · 1K shares
$8.1M · 71 shares
$8.0M · 215 shares
$8.0M · 100 shares
$7.1M · 73 shares
$6.1M · 500 shares
$5.9M · 160 shares
$5.8M · 560 shares
$5.6M · 150 shares
$5.6M · 42 shares
$5.4M · 300 shares
$4.9M · 24 shares
$4.7M · 100 shares
$4.3M · 30 shares
$4.2M · 1K shares
$4.0M · 64 shares
$3.9M · 35 shares
$3.8M · 34 shares
$3.8M · 40 shares
$3.7M · 100 shares
$3.7M · 32 shares
$3.6M · 17 shares
$3.6M · 40 shares
$3.1M · 217 shares
$3.0M · 11 shares
$3.0M · 26 shares
$2.6M · 37 shares
$2.4M · 200 shares
$1.9M · 52 shares
$1.7M · 75 shares
$1.6M · 41 shares
$1.5M · 16 shares
$1.4M · 20 shares
$852K · 28 shares
$772K · 5 shares
$746K · 21 shares
$498K · 40 shares
$482K · 12 shares
$380K · 39 shares
$267K · 7 shares
$260K · 7 shares
$256K · 6 shares
$250K · 7 shares
$234K · 6 shares
$233K · 7 shares
$223K · 7 shares
$197K · 6 shares
$164K · 289 shares
$157K · 6 shares
$22K · 8 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 237 | $131.9B | 51.8% |
| Technology | 92 | $37.3B | 14.6% |
| Unknown | 52 | $27.0B | 10.6% |
| Industrials | 59 | $13.4B | 5.3% |
| Consumer Cyclical | 44 | $9.1B | 3.6% |
| Healthcare | 41 | $8.8B | 3.5% |
| Consumer Defensive | 24 | $7.6B | 3.0% |
| Communication Services | 24 | $6.5B | 2.5% |
| Utilities | 20 | $5.9B | 2.3% |
| Energy | 30 | $4.4B | 1.7% |
| Basic Materials | 13 | $1.6B | 0.6% |
| Real Estate | 20 | $1.1B | 0.4% |