HoldingsChannel.com
| Entity | Amount | Change
12/31/2021 to 03/31/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR S&P 500 ETF TR (SPY) |
$23,107 | ||
| SPY | 51,247 | -347,843 | $23,115 |
| Put | 242 | +242 | $8 |
 SPDR DOW JONES INDL AVERAGE (DIA) |
32,820 | -247,240 | $11,336 |
| DIA | 32,820 | -247,240 | $11,336 |
| SELECT SECTOR SPDR TR (XLRE) |
160,221 | -120,959 | $7,734 |
| XLRE | 160,221 | -120,959 | $7,734 |
| VANGUARD WORLD FDS (VGT) |
16,313 | -364,197 | $6,722 |
| VGT | 16,313 | -364,197 | $6,722 |
| ISHARES TR (IHI) |
88,139 | -978,881 | $5,325 |
| IHI | 88,139 | -978,881 | $5,325 |
| SPDR GOLD TR (GLD) |
27,874 | -68,236 | $5,067 |
| GLD | 27,874 | -68,236 | $5,067 |
| ISHARES TR (TLT) |
33,035 | +33,035 | $4,373 |
| TLT | 33,035 | +33,035 | $4,373 |
| FIDELITY COVINGTON TRUST |
74,337 | -364,533 | $3,415 |
| FSTA | 74,337 | -364,533 | $3,415 |
| INVESCO QQQ TR |
8,710 | +8,710 | $3,165 |
| QQQ | 8,710 | +8,710 | $3,165 |
| AMAZON COM INC |
944 | -6,496 | $3,109 |
| AMZN | 944 | -6,496 | $3,109 |
| ISHARES TR (IVV) |
6,676 | -28,884 | $3,071 |
| IVV | 6,676 | -28,884 | $3,071 |
| APPLE INC |
$2,724 | ||
| AAPL | 15,607 | -52,803 | $2,724 |
| Put | 20 | +20 | $0 |
| ISHARES TR (ESGU) |
25,828 | -161,232 | $2,650 |
| ESGU | 25,828 | -161,232 | $2,650 |
| ARK ETF TR (ARKW) |
26,040 | +26,040 | $2,259 |
| ARKW | 26,040 | +26,040 | $2,259 |
| INVESCO EXCH TRADED FD TR II (SPHB) |
26,355 | +26,355 | $2,018 |
| SPHB | 26,355 | +26,355 | $2,018 |
| ISHARES TR (IUSB) |
37,114 | -213,336 | $1,843 |
| IUSB | 37,114 | -213,336 | $1,843 |
| SSGA ACTIVE ETF TR (SRLN) |
41,192 | +41,192 | $1,830 |
| SRLN | 41,192 | +41,192 | $1,830 |
| VANGUARD INDEX FDS (VOO) |
4,097 | -16,583 | $1,694 |
| VOO | 4,097 | -16,583 | $1,694 |
| NEXTERA ENERGY INC |
19,133 | -134,457 | $1,621 |
| NEE | 19,133 | -134,457 | $1,621 |
| SPROTT PHYSICAL GOLD TR |
98,028 | -222,642 | $1,515 |
| PHYS | 98,028 | -222,642 | $1,515 |
| STRYKER CORPORATION |
5,487 | -20,873 | $1,470 |
| SYK | 5,487 | -20,873 | $1,470 |
| MASTERCARD INCORPORATED |
4,001 | -26,109 | $1,436 |
| MA | 4,001 | -26,109 | $1,436 |
| ISHARES TR (IVE) |
7,957 | +7,957 | $1,241 |
| IVE | 7,957 | +7,957 | $1,241 |
| AMERICAN WTR WKS CO INC NEW |
7,526 | -48,084 | $1,231 |
| AWK | 7,526 | -48,084 | $1,231 |
| ISHARES TR (GOVT) |
48,413 | -316,917 | $1,215 |
| GOVT | 48,413 | -316,917 | $1,215 |
| MICROSOFT CORP |
3,709 | +3,709 | $1,132 |
| MSFT | 3,709 | +3,709 | $1,132 |
| DTE ENERGY CO |
8,264 | -80,096 | $1,087 |
| DTE | 8,264 | -80,096 | $1,087 |
| VERIZON COMMUNICATIONS INC |
20,598 | -141,572 | $1,051 |
| VZ | 20,598 | -141,572 | $1,051 |
| SELECT SECTOR SPDR TR (XLU) |
13,451 | +13,451 | $998 |
| XLU | 13,451 | +13,451 | $998 |
| ISHARES TR (EFV) |
18,654 | -135,996 | $951 |
| EFV | 18,654 | -135,996 | $951 |
| BARCLAYS BANK PLC |
25,779 | +25,779 | $931 |
| VXZ | 25,779 | +25,779 | $931 |
| SELECT SECTOR SPDR TR (XLV) |
6,799 | -24,791 | $931 |
| XLV | 6,799 | -24,791 | $931 |
| MCCORMICK &CO INC |
9,118 | -86,202 | $906 |
| MKC | 9,118 | -86,202 | $906 |
| COSTCO WHSL CORP NEW |
1,536 | -9,764 | $873 |
| COST | 1,536 | -9,764 | $873 |
| FREEPORT MCMORAN INC |
17,086 | +17,086 | $854 |
| FCX | 17,086 | +17,086 | $854 |
| PROCTER AND GAMBLE CO |
4,815 | -31,135 | $740 |
| PG | 4,815 | -31,135 | $740 |
| VANGUARD INDEX FDS (VNQ) |
6,590 | -26,180 | $709 |
| VNQ | 6,590 | -26,180 | $709 |
| WASTE CONNECTIONS INC |
5,041 | -36,959 | $707 |
| WCN | 5,041 | -36,959 | $707 |
| BARCLAYS BANK PLC |
27,237 | +27,237 | $700 |
| VXX | 27,237 | +27,237 | $700 |
| PEPSICO INC |
3,972 | -21,988 | $674 |
| PEP | 3,972 | -21,988 | $674 |
| INVESCO DB US DLR INDEX TR (UUP) |
25,797 | +25,797 | $670 |
| UUP | 25,797 | +25,797 | $670 |
| JOHNSON &JOHNSON |
3,637 | -28,723 | $634 |
| JNJ | 3,637 | -28,723 | $634 |
| PHILLIPS EDISON &CO INC |
18,104 | +18,104 | $623 |
| PECO | 18,104 | +18,104 | $623 |
| FEDEX CORP |
2,637 | +2,637 | $615 |
| FDX | 2,637 | +2,637 | $615 |
| ALPHABET INC |
204 | +204 | $594 |
| GOOG | 204 | +204 | $594 |
| JPMORGAN CHASE &CO |
$590 | ||
| JPM | 4,383 | -8,677 | $597 |
| Put | 30 | +30 | $7 |
| CVS HEALTH CORP |
5,831 | -62,069 | $586 |
| CVS | 5,831 | -62,069 | $586 |
| VALERO ENERGY CORP |
5,760 | +5,760 | $585 |
| VLO | 5,760 | +5,760 | $585 |
| WALMART INC |
3,830 | -38,800 | $567 |
| WMT | 3,830 | -38,800 | $567 |
| CHEVRON CORP NEW |
3,408 | +3,408 | $549 |
| CVX | 3,408 | +3,408 | $549 |
See Full List: All Stocks Held By Oliver Lagore Vanvalin Investment Group
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Oliver Lagore Vanvalin Investment Group
|
Size ($ in 1000's)
At 03/31/2022: $149,272 At 12/31/2021: $1,395,720 Oliver Lagore Vanvalin Investment Group holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Oliver Lagore Vanvalin Investment Group 13F filings. Link to 13F filings: SEC filings |
