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Home > Institutional Investor > Oliver Luxxe Assets Llc > Profile

Instuitional Investor - Oliver Luxxe Assets Llc

Fund Profile
Filing Period:
Fund Name: Oliver Luxxe Assets Llc
Portfolio Value $560,369,397
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Gold Trust
 GLD 43,906 $13,383,906 2.39%
2.
Ge Vernova Inc.
 GEV 23,653 $12,515,985 2.23%
3.
Morgan Stanley
 MS 74,154 $10,445,360 1.86%
4.
Citigroup Inc
 C 116,464 $9,913,444 1.77%
5.
Alphabet Inc.
 GOOGL 55,366 $9,757,123 1.74%
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)