$149 Million is the total value of OLIVER LAGORE VANVALIN INVESTMENT GROUP's 28720 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-06-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT | 8 | Q3 2023 | 19.0% |
| ISHARES TR 7-10 YR TRSY BD | 8 | Q3 2023 | 9.9% |
| VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF | 8 | Q3 2023 | 12.5% |
| SPDR DOW JONES INDL AVERAGE ET UT SER 1 | 8 | Q3 2023 | 7.6% |
| ISHARES TR U.S. MED DVC ETF | 8 | Q3 2023 | 5.0% |
| FIDELITY MSCI CONSUMER STAPLES INDEX ETF | 8 | Q3 2023 | 2.3% |
| AMAZON.COM INC | 8 | Q3 2023 | 2.1% |
| SELECT SECTOR SPDR TR RL EST SEL SEC | 8 | Q3 2023 | 5.2% |
| ISHARES TR | 8 | Q3 2023 | 2.1% |
| APPLE INC | 8 | Q3 2023 | 1.8% |
View OLIVER LAGORE VANVALIN INVESTMENT GROUP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-06-20 |
| 13F-HR | 2023-03-02 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-16 |
| 13F-HR | 2022-06-17 |
| 13F-HR | 2022-03-23 |
View OLIVER LAGORE VANVALIN INVESTMENT GROUP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.