Oliver Lagore Vanvalin Investment Group Top Holdings and 13F Report (2025) About Oliver Lagore Vanvalin Investment GroupInvestment ActivityOliver Lagore Vanvalin Investment Group has $254.80 million in total holdings as of June 30, 2025.Oliver Lagore Vanvalin Investment Group owns shares of 656 different stocks, but just 63 companies or ETFs make up 80% of its holdings.Approximately 18.82% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Oliver Lagore Vanvalin Investment Group has purchased 677 new stocks and bought additional shares in 140 stocks.Oliver Lagore Vanvalin Investment Group sold shares of 184 stocks and completely divested from 75 stocks this quarter.Largest Holdings iShares 20+ Year Treasury Bond ETF $15,775,160iShares 7-10 Year Treasury Bond ETF $14,813,007SPDR Bloomberg 1-3 Month T-Bill ETF $12,367,440Invesco QQQ $11,434,055SPDR Portfolio S&P 500 ETF $9,607,851 Largest New Holdings this Quarter 830830105 - Champion Homes $612,529 Holding26922A420 - Defiance Quantum ETF $577,607 Holding01609W102 - Alibaba Group $458,045 Holding303250104 - Fair Isaac $416,780 Holding31847R102 - First American Financial $208,900 Holding Largest Purchases this Quarter iShares 20+ Year Treasury Bond ETF 170,454 shares (about $15.52M)Invesco QQQ 16,442 shares (about $7.71M)ISHARES BITCOIN TRUST ETF 79,810 shares (about $3.74M)Fidelity NASDAQ Composite Index ETF 21,052 shares (about $1.43M)Old Dominion Freight Line 7,698 shares (about $1.27M) Largest Sales this Quarter iShares Biotechnology ETF 87 shares (about $∞T)SPDR S&P 500 ETF Trust 183,331 shares (about $102.58M)SPDR Dow Jones Industrial Average ETF Trust 23,288 shares (about $9.71M)Vanguard Extended Duration Treasury ETF 109,167 shares (about $7.76M)Energy Select Sector SPDR Fund 64,761 shares (about $6.05M) Sector Allocation Over TimeMap of 500 Largest Holdings ofOliver Lagore Vanvalin Investment Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTLTiShares 20+ Year Treasury Bond ETF$15,775,160$15,516,452 ▲5,997.7%173,2966.2%ETFIEFiShares 7-10 Year Treasury Bond ETF$14,813,007$1,029,331 ▼-6.5%155,3215.8%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$12,367,440$2,785,206 ▼-18.4%134,8244.9%ETFQQQInvesco QQQ$11,434,055$7,709,922 ▲207.0%24,3844.5%FinanceSPLGSPDR Portfolio S&P 500 ETF$9,607,851$131,059 ▼-1.3%146,1053.8%ETFQQQMInvesco NASDAQ 100 ETF$8,796,168$78,753 ▼-0.9%45,5713.5%ETFJPSTJPMorgan Ultra-Short Income ETF$6,054,455$63,237 ▲1.1%119,5822.4%ETFONEQFidelity NASDAQ Composite Index ETF$5,950,605$1,432,910 ▲31.7%87,4252.3%ETFXLVHealth Care Select Sector SPDR Fund$5,590,786$332,615 ▲6.3%38,2902.2%ETFAAAUGoldman Sachs Physical Gold ETF$5,328,286$2,402,157 ▼-31.1%172,5482.1%FinanceAMZNAmazon.com$4,790,952$193,685 ▼-3.9%25,1811.9%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$4,332,998$445,374 ▲11.5%25,0131.7%ETFMSFTMicrosoft$4,068,549$51,429 ▲1.3%10,8381.6%Computer and TechnologyISHARES BITCOIN TRUST ETF$3,815,460$3,735,883 ▲4,694.7%81,5101.5%SHS BEN INTPGProcter & Gamble$3,571,864$309,315 ▲9.5%20,9591.4%Consumer StaplesGSSTGoldman Sachs Ultra Short Bond ETF$3,517,263$2,720,100 ▼-43.6%69,5941.4%ETFAAPLApple$3,500,783$1,766,829 ▼-33.5%15,7601.4%Computer and TechnologyBALTInnovator Defined Wealth Shield ETF$3,426,272$286,529 ▲9.1%109,1871.3%ETFPGHYInvesco Global ex-US High Yield Corporate Bond ETF$3,280,451$31,811 ▲1.0%165,5121.3%ETFMETAMeta Platforms$3,074,801$461,652 ▼-13.1%5,3351.2%Computer and TechnologyJQUAJPMorgan U.S. Quality Factor ETF$2,871,111$245,363 ▲9.3%50,8431.1%ETFCSLCarlisle Companies$2,758,489$152,209 ▲5.8%8,1011.1%Multi-Sector ConglomeratesINNOVATOR ETFS TRUST$2,739,336$836,265 ▲43.9%119,5591.1%US SMALL CAP PWRASMLASML$2,692,910$119,935 ▼-4.3%4,0641.1%Computer and TechnologyNVDANVIDIA$2,651,823$229,222 ▲9.5%24,4681.0%Computer and TechnologyGOOGLAlphabet$2,378,729$809,250 ▼-25.4%15,3820.9%Computer and TechnologyMELIMercadoLibre$2,330,314$247,657 ▼-9.6%1,1950.9%Retail/WholesaleAXPAmerican Express$2,218,0480.0%8,2440.9%FinanceFIFiserv$2,177,936$369,430 ▼-14.5%9,8630.9%Business ServicesAVGOBroadcom$2,154,886$485,561 ▲29.1%12,8700.8%Computer and TechnologyCOSTCostco Wholesale$2,031,604$487,093 ▲31.5%2,1480.8%Retail/WholesaleORCLOracle$1,871,627$503,034 ▲36.8%13,3870.7%Computer and TechnologyWCNWaste Connections$1,866,745$667,531 ▲55.7%9,5640.7%Business ServicesJPMJPMorgan Chase & Co.$1,830,889$602,692 ▲49.1%7,4640.7%FinanceCRWDCrowdStrike$1,761,842$137,506 ▲8.5%4,9970.7%Computer and TechnologyTYLTyler Technologies$1,757,542$255,230 ▲17.0%3,0230.7%Computer and TechnologyPANWPalo Alto Networks$1,716,468$172,176 ▲11.1%10,0590.7%Computer and TechnologyBRK.BBerkshire Hathaway$1,637,683$698,745 ▼-29.9%3,0750.6%FinancePCYInvesco Emerging Markets Sovereign Debt ETF$1,632,388$21,703 ▲1.3%80,9310.6%ETFLLYEli Lilly and Company$1,622,590$327,821 ▲25.3%1,9650.6%MedicalCVXChevron$1,504,339$588,218 ▼-28.1%8,9920.6%EnergyTTETotalEnergies$1,504,172$1,677,994 ▼-52.7%23,2520.6%EnergyNEENextEra Energy$1,447,027$219,975 ▼-13.2%20,4120.6%UtilitiesADBEAdobe$1,419,636$492,386 ▼-25.8%3,7020.6%Computer and TechnologyCEGConstellation Energy$1,411,165$248,401 ▼-15.0%6,9990.6%EnergyIUSBiShares Core Total USD Bond Market ETF$1,394,063$75,341 ▼-5.1%30,2530.5%ManufacturingAMDAdvanced Micro Devices$1,381,388$479,915 ▼-25.8%13,4450.5%Computer and TechnologyMAMastercard$1,372,810$276,206 ▼-16.7%2,5050.5%Business ServicesODFLOld Dominion Freight Line$1,286,914$1,273,678 ▲9,622.5%7,7780.5%TransportationIVViShares Core S&P 500 ETF$1,246,856$289,940 ▼-18.9%2,2190.5%ETFIJHiShares Core S&P Mid-Cap ETF$1,196,703$125,978 ▲11.8%20,5090.5%ETFDTEDTE Energy$1,191,436$41,065 ▲3.6%8,6170.5%UtilitiesSMHVanEck Semiconductor ETF$1,185,858$141,254 ▲13.5%5,6080.5%ManufacturingDEDeere & Company$1,149,629$641,239 ▼-35.8%2,4490.5%IndustrialsISRGIntuitive Surgical$1,137,883$813,552 ▲250.8%2,2980.4%MedicalCNMCore & Main$1,117,314$278,604 ▲33.2%23,1280.4%IndustrialsDTDynatrace$1,117,2190.0%23,6950.4%Computer and TechnologyNLRVanEck Uranium and Nuclear ETF$1,079,905$242,153 ▲28.9%14,7390.4%ETFINTUIntuit$1,039,597$151,672 ▼-12.7%1,6930.4%Computer and TechnologyPEPPepsiCo$1,038,095$269,608 ▼-20.6%6,9230.4%Consumer StaplesIDXXIDEXX Laboratories$1,033,497$513,179 ▼-33.2%2,4610.4%MedicalDHRDanaher$999,755$166,045 ▼-14.2%4,8770.4%MedicalNVONovo Nordisk A/S$976,842$718,934 ▼-42.4%14,0670.4%MedicalLAM RESEARCH CORP$965,310$159,867 ▼-14.2%13,2780.4%COM NEWMPCMarathon Petroleum$958,409$880,460 ▲1,129.5%6,5780.4%EnergyXLEEnergy Select Sector SPDR Fund$933,333$6,051,620 ▼-86.6%9,9880.4%ETFTEMA ETF TRUST$904,563$732,514 ▼-44.7%30,8410.4%GLP-1 OBESITYSPYSPDR S&P 500 ETF Trust$893,023$102,580,702 ▼-99.1%1,5960.4%FinanceAAgilent Technologies$865,560$596,615 ▼-40.8%7,3990.3%MedicalAZNAstraZeneca$811,340$395,491 ▼-32.8%11,0390.3%MedicalTSMTaiwan Semiconductor Manufacturing$810,457$54,451 ▲7.2%4,8820.3%Computer and TechnologyVERALTO CORP$806,564$431,883 ▼-34.9%8,2770.3%COM SHSTERTeradyne$791,999$702,622 ▲786.1%9,5880.3%Computer and TechnologyINNOVATOR ETFS TRUST$781,544$346,070 ▲79.5%29,7130.3%EQUITY DEFI 2026NOCNorthrop Grumman$751,3140.0%1,4670.3%AerospaceSYKStryker$745,157$3,722 ▼-0.5%2,0020.3%MedicalFTNTFortinet$716,078$599,988 ▲516.8%7,4390.3%Computer and TechnologyMUMicron Technology$700,307$691,445 ▲7,802.0%8,0600.3%Computer and TechnologyPECOPhillips Edison & Company, Inc.$687,005$443,760 ▼-39.2%18,8270.3%FinanceUHALU-Haul$674,777$206,538 ▼-23.4%10,3240.3%TransportationSPRXSpear Alpha ETF$667,755$31,510 ▲5.0%33,6740.3%ETFAEMAgnico Eagle Mines$658,430$1,236,643 ▼-65.3%6,0740.3%Basic MaterialsTSLATesla$647,920$11,922 ▲1.9%2,5000.3%Auto/Tires/TrucksSHWSherwin-Williams$639,010$1,397 ▲0.2%1,8300.3%Basic MaterialsSKYChampion Homes$612,529$612,529 ▲New Holding6,4640.2%ConstructionTXNTexas Instruments$608,901$261,676 ▼-30.1%3,3880.2%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$604,306$71,437 ▲13.4%3,5360.2%ETFXOMExxon Mobil$598,095$52,805 ▲9.7%5,0290.2%EnergyQTUMDefiance Quantum ETF$577,607$577,607 ▲New Holding7,7500.2%ETFIVWiShares S&P 500 Growth ETF$562,610$7,890 ▼-1.4%6,0610.2%ETFABBVAbbVie$514,162$483,363 ▲1,569.4%2,4540.2%MedicalVVisa$513,588$22,787 ▼-4.2%1,4650.2%Business ServicesDYNFiShares U.S. Equity Factor Rotation Active ETF$508,470$7,314 ▼-1.4%10,4280.2%ETFVSTVistra$496,302$479,508 ▲2,855.2%4,2260.2%UtilitiesMCDMcDonald's$471,1560.0%1,5080.2%Retail/WholesaleSOSouthern$462,049$828 ▼-0.2%5,0250.2%UtilitiesBABAAlibaba Group$458,045$458,045 ▲New Holding3,4640.2%Retail/WholesaleRACEFerrari$452,341$161,336 ▼-26.3%1,0570.2%Auto/Tires/TrucksIVEiShares S&P 500 Value ETF$431,428$121,768 ▲39.3%2,2640.2%ETFFICOFair Isaac$416,780$416,780 ▲New Holding2260.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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