13FBOX
OLIVER LAGORE VANVALIN INVESTMENT GROUP · 13F Holdings
Options Calculator Rankings

OLIVER LAGORE VANVALIN INVESTMENT GROUP

No.6288 Data as of 2025Q3
Latest AUM (Q3 2025)
$256.7M
QoQ Change Q2 2025
+$1.9M+0.7%
Holdings
652
New Buys
0
Adds
0
Reduces
5
Exits
0
Unchanged
647
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q3 2025 ValueQ3 2025 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IISHARES TRTLT
6.15%6.19%$15.8M173,296$15.8M173,29600.00%Unchanged
IISHARES 7-10YRIEF
5.77%5.81%$14.8M155,321$14.8M155,32100.00%Unchanged
SSPDR SERIES TRUSTBIL
4.82%4.85%$12.4M134,824$12.4M134,82400.00%Unchanged
VVANGUARD INDEX FDSVOO
4.46%4.49%$11.4M24,384$11.4M24,38400.00%Unchanged
SSTATE STREETSPYM
3.74%3.77%$9.6M146,105$9.6M146,10500.00%Unchanged
IINVESCO NASDAQ 100 ETFQQQM
3.43%3.45%$8.8M45,571$8.8M45,57100.00%Unchanged
JJPMORGAN ULTRA-SHORT INCOME ETFJPST
2.36%2.38%$6.1M119,582$6.1M119,58200.00%Unchanged
FFIDELITY COMWLTH TRONEQ
2.32%2.34%$6.0M87,425$6.0M87,42500.00%Unchanged
SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV
2.18%2.19%$5.6M38,290$5.6M38,29000.00%Unchanged
GGOLDMAN SACHS PHYSICAL GOLDAAAU
2.08%2.09%$5.3M172,548$5.3M172,54800.00%Unchanged
AMAZON COM INCAMZN
1.87%1.88%$4.8M25,181$4.8M25,18100.00%Unchanged
IINVESCO EXCHANGE TRADED FD TRSP
1.69%1.7%$4.3M25,013$4.3M25,01300.00%Unchanged
MICROSOFT CORPMSFT
1.59%1.6%$4.1M10,838$4.1M10,83800.00%Unchanged
IISHARES BITCOIN TRUST ETFIBIT
1.49%1.5%$3.8M81,510$3.8M81,51000.00%Unchanged
ORACLE CORPORCL
1.47%0.73%$3.8M13,387$1.9M13,38700.00%Unchanged
PROCTER & GAMBLE COPG
1.39%1.4%$3.6M20,959$3.6M20,95900.00%Unchanged
GGOLDMAN SACHS ETF TRGSST
1.37%1.38%$3.5M69,594$3.5M69,59400.00%Unchanged
APPLE INCAAPL
1.36%1.37%$3.5M15,760$3.5M15,76000.00%Unchanged
IINNOVATOR DEFINED WEALTH SHLD ETFBALT
1.33%1.34%$3.4M109,187$3.4M109,18700.00%Unchanged
IINVESCO EXCHNG TRADED FD TR GBL SRT TRMPGHY
1.28%1.29%$3.3M165,512$3.3M165,51200.00%Unchanged
META PLATFORMS INCMETA
1.2%1.21%$3.1M5,335$3.1M5,33500.00%Unchanged
JJ P MORGAN EXCHANGE TRADED FJQUA
1.12%1.13%$2.9M50,843$2.9M50,84300.00%Unchanged
CARLISLE COS INCCSL
1.07%1.08%$2.8M8,101$2.8M8,10100.00%Unchanged
IINNOVATOR ETFS TRUSTKDEC
1.07%1.08%$2.7M119,559$2.7M119,55900.00%Unchanged
ASML HLDG NVASML
1.05%1.06%$2.7M4,064$2.7M4,06400.00%Unchanged
NVIDIA CORPORATIONNVDA
1.03%1.04%$2.7M24,468$2.7M24,46800.00%Unchanged
ALPHABET INCGOOGL
0.93%0.93%$2.4M15,382$2.4M15,38200.00%Unchanged
MERCADOLIBRE INC COMMELI
0.91%0.91%$2.3M1,195$2.3M1,19500.00%Unchanged
AMERICAN EXPRESS COAXP
0.86%0.87%$2.2M8,244$2.2M8,24400.00%Unchanged
BROADCOM INCAVGO
0.84%0.85%$2.2M12,870$2.2M12,87000.00%Unchanged
COSTCO WHOLESALE CORPORATIONCOST
0.79%0.8%$2.0M2,148$2.0M2,14800.00%Unchanged
WASTE CONNECTIONS INCWCN
0.73%0.73%$1.9M9,564$1.9M9,56400.00%Unchanged
JPMORGAN CHASE & COJPM
0.71%0.72%$1.8M7,464$1.8M7,46400.00%Unchanged
CROWDSTRIKE HLDGS INCCRWD
0.69%0.69%$1.8M4,997$1.8M4,99700.00%Unchanged
TTYLER TECHNOLOGIES INCTYL
0.68%0.69%$1.8M3,023$1.8M3,02300.00%Unchanged
PALO ALTOPANW
0.67%0.67%$1.7M10,059$1.7M10,05900.00%Unchanged
BERKSHIRE HATHAWAY INC DELBRK.B
0.64%0.64%$1.6M3,075$1.6M3,07500.00%Unchanged
IINVESCO EMERGING MARKETSSOVEREIGN DEBT ETFPCY
0.64%0.64%$1.6M80,931$1.6M80,93100.00%Unchanged
ELI LILLY & COLLY
0.63%0.64%$1.6M1,965$1.6M1,96500.00%Unchanged
CHEVRON CORPORATIONCVX
0.59%0.59%$1.5M8,992$1.5M8,99200.00%Unchanged
TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE
0.59%0.59%$1.5M23,252$1.5M23,25200.00%Unchanged
NNEXTERA ENERGY INCNEE
0.56%0.57%$1.4M20,412$1.4M20,41200.00%Unchanged
ADOBE INC COMADBE
0.55%0.56%$1.4M3,702$1.4M3,70200.00%Unchanged
CONSTELLATION ENERGY CORPCEG
0.55%0.55%$1.4M6,999$1.4M6,99900.00%Unchanged
IISHARES TRIUSB
0.54%0.55%$1.4M30,253$1.4M30,25300.00%Unchanged
ADVANCED MICRO DEVICES INCAMD
0.54%0.54%$1.4M13,445$1.4M13,44500.00%Unchanged
MASTERCARD INCORPORATEDMA
0.53%0.54%$1.4M2,505$1.4M2,50500.00%Unchanged
OLD DOMINION FREIGHT LINE INODFL
0.5%0.51%$1.3M7,778$1.3M7,77800.00%Unchanged
FFISERV INCFISV
0.5%0.85%$1.3M9,863$2.2M9,86300.00%Unchanged
IISHARES TRIVV
0.49%0.49%$1.2M2,219$1.2M2,21900.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow