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Home > Institutional Investor > Oliver Lagore Vanvalin Investment Group > Profile

Instuitional Investor - Oliver Lagore Vanvalin Investment Group

Fund Profile
Filing Period:
Fund Name: Oliver Lagore Vanvalin Investment Group
Portfolio Value $254,797,818
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 173,296 $15,775,160 6.19%
2.
Ishares Trust
 IEF 155,321 $14,813,007 5.81%
3.
Spdr Ser Tr
 134,824 $12,367,440 4.85%
4.
Invesco Qqq Tr
 24,384 $11,434,055 4.49%
5.
Spdr Series Trust
 146,105 $9,607,851 3.77%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)