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 301–350 of 656
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NTRA | NATERA INC | 215 | $15K–$50K | SH |
| JBTM | JBT MAREL CORPORATION | 248 | $15K–$50K | SH |
| EVV | EATON VANCE LIMITED DURATION | 3K | $15K–$50K | SH |
| NFG | NATIONAL FUEL GAS CO | 376 | $15K–$50K | SH |
| YUM | YUM BRANDS INC | 183 | $15K–$50K | SH |
| UNH | UNITEDHEALTH GROUP INC | 55 | $15K–$50K | SH |
| SPUS | TIDAL ETF TR | 732 | $15K–$50K | SH |
| TIP | ISHARES TR | 254 | $15K–$50K | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 191 | $15K–$50K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 66 | $15K–$50K | SH |
| ESGE | ISHARES INC | 775 | $15K–$50K | SH |
| BBY | BEST BUY INC | 360 | $15K–$50K | SH |
| SPGI | S&P GLOBAL INC | 52 | $15K–$50K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 525 | $15K–$50K | SH |
| BJ | BJS WHSL CLUB HLDGS INC | 231 | $15K–$50K | SH |
| FE | FIRSTENERGY CORP | 650 | $15K–$50K | SH |
| ARM | ARM HOLDINGS PLC | 241 | $15K–$50K | SH |
| KHC | KRAFT HEINZ CO | 839 | $15K–$50K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 51 | $15K–$50K | SH |
| FWONK | LIBERTY MEDIA CORP DEL | 278 | $15K–$50K | SH |
| PFG | PRINCIPAL FINANCIAL GROUP IN | 296 | $15K–$50K | SH |
| SMR | NUSCALE PWR CORP | 2K | $15K–$50K | SH |
| CWCO | CONSOLIDATED WATER CO INC | 1K | $15K–$50K | SH |
| EXG | EATON VANCE TAX-MANAGED GLOB | 3K | $15K–$50K | SH |
| IWS | ISHARES TR | 193 | $15K–$50K | SH |
| WELL | WELLTOWER INC | 156 | $15K–$50K | SH |
| UNP | UNION PAC CORP | 100 | $15K–$50K | SH |
| KMB | KIMBERLY-CLARK CORP | 165 | $15K–$50K | SH |
| NVS | NOVARTIS AG | 200 | $15K–$50K | SH |
| ENB | ENBRIDGE INC | 500 | $15K–$50K | SH |
| CRM | SALESFORCE INC | 80 | $15K–$50K | SH |
| XLU | SELECT SECTOR SPDR TR | 266 | $15K–$50K | SH |
| GAB | GABELLI EQUITY TR INC | 4K | $15K–$50K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 100 | $15K–$50K | SH |
| VGLT | VANGUARD SCOTTSDALE FDS | 350 | $15K–$50K | SH |
| FNCL | FIDELITY COVINGTON TRUST | 289 | $15K–$50K | SH |
| FELE | FRANKLIN ELEC INC | 212 | $15K–$50K | SH |
| EMD | WESTERN ASSET EMERGING MKTS | 2K | $15K–$50K | SH |
| CCL | CARNIVAL CORP | 1K | $15K–$50K | SH |
| GSK | GSK PLC | 508 | $15K–$50K | SH |
| RNA | AVIDITY BIOSCIENCES INC | 663 | $15K–$50K | SH |
| HYDB | ISHARES TR | 415 | $15K–$50K | SH |
| MCK | MCKESSON CORP | 29 | $15K–$50K | SH |
| ICVT | ISHARES TR | 232 | $15K–$50K | SH |
| XLY | SELECT SECTOR SPDR TR | 98 | $15K–$50K | SH |
| LCTD | BLACKROCK ETF TRUST | 417 | $15K–$50K | SH |
| ALAB | ASTERA LABS INC | 322 | $15K–$50K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 75 | $15K–$50K | SH |
| RC | READY CAPITAL CORP | 4K | $15K–$50K | SH |
| DOW | DOW INC | 545 | $15K–$50K | SH |