List of top 200 securities held by OLIVER LAGORE VANVALIN INVESTMENT GROUP:
- Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
- The table below lists top 200 holdings for the reported quarter.
- Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
Quarter: 2024Q4
Report Date Time: 2025-04-01 14:18:43
Total Holdings: 200
Assets Under Management (AUM) :
$390,385,271 ($390.385M)
Reporting Manager: Timothy Tenneriello
Address:
607 E. SECOND AVE
SUITE 100
FLINT, MI 48502
Since 2021-12-31: total money flow = -$823.244M, gains and losses = -$34.161M
| 1 | SPDR S&P 500 ETF TR SPY | 2024Q4 | 184,927 | $108.382M ($586.08) | 27.76% |  | | History |
| 2 | ISHARES BARCLAYS IEF | 2024Q4 | 166,114 | $15.357M ($92.45) | 3.93% | | | History |
| 3 | SPDR BLOOMBERG 1-3 MONTH T-BIL BIL | 2024Q4 | 165,187 | $15.103M ($91.43) | 3.87% | | | History |
| 4 | ISHARES BITCOIN TR SHS BEN INT IBIT | 2024Q4 | 213,046 | $11.302M ($53.05) | 2.90% | | | History |
| 5 | SPDR PORTFOLIO S&P 500 ETF SPLG | 2024Q4 | 148,098 | $10.21M ($68.94) | 2.62% | | | History |
| 6 | SPDR DOW JONES INDL AVERAGE ET DIA | 2024Q4 | 23,354 | $9.937M ($425.50) | 2.55% | | | History |
| 7 | INVESCO EXCHANGE-TRADED FD TR QQQM | 2024Q4 | 45,979 | $9.676M ($210.45) | 2.48% | | | History |
| 8 | VANGUARD EXTENDED DURATION TRE EDV | 2024Q4 | 109,813 | $7.437M ($67.72) | 1.90% | | | History |
| 9 | GOLDMAN SACHS PHYSICAL GOLD ET AAAU | 2024Q4 | 250,337 | $6.493M ($25.94) | 1.66% | | | History |
| 10 | ENERGY SECTOR SPDR XLE | 2024Q4 | 74,749 | $6.403M ($85.66) | 1.64% | | | History |
Showing 1 to 10 of 200 entries
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