CIK 1907568
OLIVER LAGORE VANVALIN INVESTMENT GROUP
Institutional 13F holdings & portfolio
Holdings
656
Portfolio Value
$1M+
Latest Report
Jun 30, 2025
Report Periods
5
Holdings
13F filings as of Jun 30, 2025 · Showing 251–300 of 656
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| QYLD | GLOBAL X FDS | 3K | $15K–$50K | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 817 | $15K–$50K | SH |
| BX | BLACKSTONE INC | 342 | $15K–$50K | SH |
| SJM | SMUCKER J M CO | 400 | $15K–$50K | SH |
| BLW | BLACKROCK LTD DURATION INCOM | 3K | $15K–$50K | SH |
| NEA | NUVEEN AMT FREE QLTY MUN INC | 4K | $15K–$50K | SH |
| MIY | BLACKROCK MUNIYIELD MICH QU | 4K | $15K–$50K | SH |
| EDV | VANGUARD WORLD FD | 646 | $15K–$50K | SH |
| UBER | UBER TECHNOLOGIES INC | 627 | $15K–$50K | SH |
| IBTG | ISHARES TR | 2K | $15K–$50K | SH |
| ABT | ABBOTT LABS | 334 | $15K–$50K | SH |
| IWB | ISHARES TR | 143 | $15K–$50K | SH |
| MDLZ | MONDELEZ INTL INC | 644 | $15K–$50K | SH |
| C | CITIGROUP INC | 607 | $15K–$50K | SH |
| IRM | IRON MTN INC DEL | 500 | $15K–$50K | SH |
| TPSC | TIMOTHY PLAN | 1K | $15K–$50K | SH |
| DON | WISDOMTREE TR | 851 | $15K–$50K | SH |
| DSU | BLACKROCK DEBT STRATEGIES FD | 4K | $15K–$50K | SH |
| HEI.A | HEICO CORP NEW | 197 | $15K–$50K | SH |
| SPH | SUBURBAN PROPANE PARTNERS L | 2K | $15K–$50K | SH |
| SDY | SPDR SER TR | 296 | $15K–$50K | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 73 | $15K–$50K | SH |
| RIV | RIVERNORTH OPPORTUNITIES FD | 3K | $15K–$50K | SH |
| IWR | ISHARES TR | 468 | $15K–$50K | SH |
| PAA | PLAINS ALL AMERN PIPELINE L | 2K | $15K–$50K | SH |
| ETV | EATON VANCE TAX-MANAGED BUY- | 3K | $15K–$50K | SH |
| GOVT | ISHARES TR | 2K | $15K–$50K | SH |
| SHY | ISHARES TR | 468 | $15K–$50K | SH |
| TFLO | ISHARES TR | 761 | $15K–$50K | SH |
| PFF | ISHARES TR | 1K | $15K–$50K | SH |
| ISMD | NORTHERN LTS FD TR IV | 1K | $15K–$50K | SH |
| SBUX | STARBUCKS CORP | 385 | $15K–$50K | SH |
| BSX | BOSTON SCIENTIFIC CORP | 371 | $15K–$50K | SH |
| XLF | SELECT SECTOR SPDR TR | 742 | $15K–$50K | SH |
| BAUG | INNOVATOR ETFS TRUST | 865 | $15K–$50K | SH |
| DPG | DUFF & PHELPS UTLITY AND INF | 3K | $15K–$50K | SH |
| IEI | ISHARES TR | 308 | $15K–$50K | SH |
| GEV | GE VERNOVA INC | 118 | $15K–$50K | SH |
| D | DOMINION ENERGY INC | 639 | $15K–$50K | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 685 | $15K–$50K | SH |
| DMXF | ISHARES TR | 516 | $15K–$50K | SH |
| KBWD | INVESCO EXCH TRADED FD TR II | 2K | $15K–$50K | SH |
| NRG | NRG ENERGY INC | 360 | $15K–$50K | SH |
| IGD | VOYA GLBL EQTY DIV & PREM OP | 6K | $15K–$50K | SH |
| PDI | PIMCO DYNAMIC INCOME FD | 2K | $15K–$50K | SH |
| KLAC | KLA CORP | 49 | $15K–$50K | SH |
| HOOD | ROBINHOOD MKTS INC | 790 | $15K–$50K | SH |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | 2K | $15K–$50K | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 565 | $15K–$50K | SH |
| DFS | DISCOVER FINL SVCS | 188 | $15K–$50K | SH |