OLIVER LAGORE VANVALIN INVESTMENT GROUP

Q2 2025 13F Holdings

  • Location
    flint, MI
  • Num holdings

    661

  • Value ($000)

    $254,798

  • Date Filed
    07/10/2025
  • Form type
    13F-HR
  • CIK
    0001907568
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
TLT
TLT

ISHARES TR

20 YR TR BD ETF
464287432
$15.78M
6 %

173,296

IEF
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$14.81M
6 %

155,321

KRE
KRE

SPDR SER TR

BLOOMBERG 1-3 MO
78468R663
$12.37M
5 %

134,824

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$11.43M
5 %

24,384

KRE
KRE

SPDR SER TR

PORTFOLIO S&P500
78464A854
$9.61M
4 %

146,105

QQQM
QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
46138G649
$8.80M
4 %

45,571

JPST
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$6.05M
2 %

119,582

ONEQ
ONEQ

FIDELITY COMWLTH TR

NASDAQ COMPSIT
315912808
$5.95M
2 %

87,425

XLV
XLV

SELECT SECTOR SPDR TR

SBI HEALTHCARE
81369Y209
$5.59M
2 %

38,290

AAAU
AAAU

GOLDMAN SACHS PHYSICAL GOLD

UNIT
38150K103
$5.33M
2 %

172,548

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