OLIVER LAGORE VANVALIN INVESTMENT GROUP

data from 30/06/2025

Capitalization

$ 254.798 B ^{100.00 %}

Average holding period

1 ans

Performance

$ -49.498 M ^{-1.97 %}

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in OLIVER LAGORE VANVALIN INVESTMENT GROUP

Date	Ticket	Name	Weight	Capitalization	Share number	First added
2025/06/30	TLT	ISHARES TR	6.19%	15.775 B $	173296	2025/06/30
2025/06/30	IEF	ISHARES TR	5.81%	14.813 B $	155321	2025/06/30
2025/06/30	BIL	SPDR SER TR	4.85%	12.367 B $	134824	2025/06/30
2025/06/30	QQQ	INVESCO QQQ TR	4.49%	11.434 B $	24384	2025/06/30
2025/06/30	SPLG	SPDR SER TR	3.77%	9.608 B $	146105	2025/06/30
2025/06/30	QQQM	INVESCO EXCH TRADED FD TR II	3.45%	8.796 B $	45571	2025/06/30
2025/06/30	JPST	J P MORGAN EXCHANGE TRADED F	2.38%	6.054 B $	119582	2025/06/30
2025/06/30	ONEQ	FIDELITY COMWLTH TR	2.34%	5.951 B $	87425	2025/06/30
2025/06/30	XLV	SELECT SECTOR SPDR TR	2.19%	5.591 B $	38290	2025/06/30
2025/06/30	AAAU	GOLDMAN SACHS PHYSICAL GOLD	2.09%	5.328 B $	172548	2025/06/30
2025/06/30	AMZN	AMAZON COM INC	1.88%	4.791 B $	25181	2025/06/30
2025/06/30	RSP	INVESCO EXCHANGE TRADED FD T	1.70%	4.333 B $	25013	2025/06/30
2025/06/30	MSFT	MICROSOFT CORP	1.60%	4.069 B $	10838	2025/06/30
2025/06/30	IBIT	ISHARES BITCOIN TRUST ETF	1.50%	3.815 B $	81510	2025/06/30
2025/06/30	PG	PROCTER AND GAMBLE CO	1.40%	3.572 B $	20959	2025/06/30
2025/06/30	GSST	GOLDMAN SACHS ETF TR	1.38%	3.517 B $	69594	2025/06/30
2025/06/30	AAPL	APPLE INC	1.37%	3.501 B $	15760	2025/06/30
2025/06/30	BALT	INNOVATOR ETFS TRUST	1.34%	3.426 B $	109187	2025/06/30
2025/06/30	PGHY	INVESCO EXCH TRADED FD TR II	1.29%	3.280 B $	165512	2025/06/30
2025/06/30	META	META PLATFORMS INC	1.21%	3.075 B $	5335	2025/06/30
2025/06/30	JQUA	J P MORGAN EXCHANGE TRADED F	1.13%	2.871 B $	50843	2025/06/30
2025/06/30	CSL	CARLISLE COS INC	1.08%	2.758 B $	8101	2025/06/30
2025/06/30		INNOVATOR ETFS TRUST	1.08%	2.739 B $	119559	2025/06/30
2025/06/30	ASML	ASML HOLDING N V	1.06%	2.693 B $	4064	2025/06/30
2025/06/30	NVDA	NVIDIA CORPORATION	1.04%	2.652 B $	24468	2025/06/30
2025/06/30	GOOGL	ALPHABET INC	0.93%	2.379 B $	15382	2025/06/30
2025/06/30	MELI	MERCADOLIBRE INC	0.91%	2.330 B $	1195	2025/06/30
2025/06/30	AXP	AMERICAN EXPRESS CO	0.87%	2.218 B $	8244	2025/06/30
2025/06/30	FI	FISERV INC	0.85%	2.178 B $	9863	2025/06/30
2025/06/30	AVGO	BROADCOM INC	0.85%	2.155 B $	12870	2025/06/30
2025/06/30	COST	COSTCO WHSL CORP NEW	0.80%	2.032 B $	2148	2025/06/30
2025/06/30	ORCL	ORACLE CORP	0.73%	1.872 B $	13387	2025/06/30
2025/06/30	WCN	WASTE CONNECTIONS INC	0.73%	1.867 B $	9564	2025/06/30
2025/06/30	JPM	JPMORGAN CHASE & CO.	0.72%	1.831 B $	7464	2025/06/30
2025/06/30	CRWD	CROWDSTRIKE HLDGS INC	0.69%	1.762 B $	4997	2025/06/30
2025/06/30	TYL	TYLER TECHNOLOGIES INC	0.69%	1.758 B $	3023	2025/06/30
2025/06/30	PANW	PALO ALTO NETWORKS INC	0.67%	1.716 B $	10059	2025/06/30
2025/06/30	BRK-B	BERKSHIRE HATHAWAY INC DEL	0.64%	1.638 B $	3075	2025/06/30
2025/06/30	PCY	INVESCO EXCH TRADED FD TR II	0.64%	1.632 B $	80931	2025/06/30
2025/06/30	LLY	ELI LILLY & CO	0.64%	1.623 B $	1965	2025/06/30
2025/06/30	CVX	CHEVRON CORP NEW	0.59%	1.504 B $	8992	2025/06/30
2025/06/30	TTE	TOTALENERGIES SE	0.59%	1.504 B $	23252	2025/06/30
2025/06/30	NEE	NEXTERA ENERGY INC	0.57%	1.447 B $	20412	2025/06/30
2025/06/30	ADBE	ADOBE INC	0.56%	1.420 B $	3702	2025/06/30
2025/06/30	CEG	CONSTELLATION ENERGY CORP	0.55%	1.411 B $	6999	2025/06/30
2025/06/30	IUSB	ISHARES TR	0.55%	1.394 B $	30253	2025/06/30
2025/06/30	AMD	ADVANCED MICRO DEVICES INC	0.54%	1.381 B $	13445	2025/06/30
2025/06/30	MA	MASTERCARD INCORPORATED	0.54%	1.373 B $	2505	2025/06/30
2025/06/30	ODFL	OLD DOMINION FREIGHT LINE IN	0.51%	1.287 B $	7778	2025/06/30
2025/06/30	IVV	ISHARES TR	0.49%	1.247 B $	2219	2025/06/30
2025/06/30	IJH	ISHARES TR	0.47%	1.197 B $	20509	2025/06/30
2025/06/30	DTE	DTE ENERGY CO	0.47%	1.191 B $	8617	2025/06/30
2025/06/30	SMH	VANECK ETF TRUST	0.47%	1.186 B $	5608	2025/06/30
2025/06/30	DE	DEERE & CO	0.45%	1.150 B $	2449	2025/06/30
2025/06/30	ISRG	INTUITIVE SURGICAL INC	0.45%	1.138 B $	2298	2025/06/30
2025/06/30	CNM	CORE & MAIN INC	0.44%	1.117 B $	23128	2025/06/30
2025/06/30	DT	DYNATRACE INC	0.44%	1.117 B $	23695	2025/06/30
2025/06/30	NLR	VANECK ETF TRUST	0.42%	1.080 B $	14739	2025/06/30
2025/06/30	INTU	INTUIT	0.41%	1.040 B $	1693	2025/06/30
2025/06/30	PEP	PEPSICO INC	0.41%	1.038 B $	6923	2025/06/30
2025/06/30	IDXX	IDEXX LABS INC	0.41%	1.033 B $	2461	2025/06/30
2025/06/30	DHR	DANAHER CORPORATION	0.39%	999.755 M $	4877	2025/06/30
2025/06/30	NVO	NOVO-NORDISK A S	0.38%	976.842 M $	14067	2025/06/30
2025/06/30	LRCX	LAM RESEARCH CORP	0.38%	965.310 M $	13278	2025/06/30
2025/06/30	MPC	MARATHON PETE CORP	0.38%	958.409 M $	6578	2025/06/30
2025/06/30	XLE	SELECT SECTOR SPDR TR	0.37%	933.333 M $	9988	2025/06/30
2025/06/30	HRTS	TEMA ETF TRUST	0.36%	904.563 M $	30841	2025/06/30
2025/06/30	SPY	SPDR S&P 500 ETF TR	0.35%	893.023 M $	1596	2025/06/30
2025/06/30	A	AGILENT TECHNOLOGIES INC	0.34%	865.560 M $	7399	2025/06/30
2025/06/30	AZN	ASTRAZENECA PLC	0.32%	811.340 M $	11039	2025/06/30
2025/06/30	TSM	TAIWAN SEMICONDUCTOR MFG LTD	0.32%	810.457 M $	4882	2025/06/30
2025/06/30	VLTO	VERALTO CORP	0.32%	806.564 M $	8277	2025/06/30
2025/06/30	TER	TERADYNE INC	0.31%	791.999 M $	9588	2025/06/30
2025/06/30		INNOVATOR ETFS TRUST	0.31%	781.544 M $	29713	2025/06/30
2025/06/30	NOC	NORTHROP GRUMMAN CORP	0.29%	751.314 M $	1467	2025/06/30
2025/06/30	SYK	STRYKER CORPORATION	0.29%	745.157 M $	2002	2025/06/30
2025/06/30	FTNT	FORTINET INC	0.28%	716.078 M $	7439	2025/06/30
2025/06/30	MU	MICRON TECHNOLOGY INC	0.27%	700.307 M $	8060	2025/06/30
2025/06/30	PECO	PHILLIPS EDISON & CO INC	0.27%	687.005 M $	18827	2025/06/30
2025/06/30	UHAL	U HAUL HOLDING COMPANY	0.26%	674.777 M $	10324	2025/06/30
2025/06/30	SPRX	LISTED FD TR	0.26%	667.755 M $	33674	2025/06/30
2025/06/30	AEM	AGNICO EAGLE MINES LTD	0.26%	658.430 M $	6074	2025/06/30
2025/06/30	TSLA	TESLA INC	0.25%	647.920 M $	2500	2025/06/30
2025/06/30	SHW	SHERWIN WILLIAMS CO	0.25%	639.010 M $	1830	2025/06/30
2025/06/30	SKY	CHAMPION HOMES INC	0.24%	612.529 M $	6464	2025/06/30
2025/06/30	TXN	TEXAS INSTRS INC	0.24%	608.901 M $	3388	2025/06/30
2025/06/30	QUAL	ISHARES TR	0.24%	604.306 M $	3536	2025/06/30
2025/06/30	XOM	EXXON MOBIL CORP	0.23%	598.095 M $	5029	2025/06/30
2025/06/30	QTUM	ETF SER SOLUTIONS	0.23%	577.607 M $	7750	2025/06/30
2025/06/30	IVW	ISHARES TR	0.22%	562.610 M $	6061	2025/06/30
2025/06/30	ABBV	ABBVIE INC	0.20%	514.162 M $	2454	2025/06/30
2025/06/30	V	VISA INC	0.20%	513.588 M $	1465	2025/06/30
2025/06/30	DYNF	BLACKROCK ETF TRUST	0.20%	508.470 M $	10428	2025/06/30
2025/06/30	VST	VISTRA CORP	0.19%	496.302 M $	4226	2025/06/30
2025/06/30	MCD	MCDONALDS CORP	0.18%	471.156 M $	1508	2025/06/30
2025/06/30	SO	SOUTHERN CO	0.18%	462.049 M $	5025	2025/06/30
2025/06/30	BABA	ALIBABA GROUP HLDG LTD	0.18%	458.045 M $	3464	2025/06/30
2025/06/30	RACE	FERRARI N V	0.18%	452.341 M $	1057	2025/06/30
2025/06/30	IVE	ISHARES TR	0.17%	431.428 M $	2264	2025/06/30
2025/06/30	FICO	FAIR ISAAC CORP	0.16%	416.780 M $	226	2025/06/30