OLIVER LAGORE VANVALIN INVESTMENT GROUP
Q4 2024 13F Holdings
- Locationflint, MI
- Num holdings
686
- Value ($000)
$390,559
- Date Filed04/01/2025
- Form type13F-HR
- CIK0001907568
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT | EQUITIES | 78462F103 | $108.38 M | 28 % | 184,927 | ||
IEF ISHARES TR 7-10 YR TRSY BD | EQUITIES | 464287440 | $15.36 M | 4 % | 166,114 | ||
KRE SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | EQUITIES | 78468R663 | $15.10 M | 4 % | 165,187 | ||
IBIT ISHARES BITCOIN TRUST ETF | EQUITIES | 46438F101 | $11.30 M | 3 % | 213,046 | ||
KRE SPDR PORTFOLIO S&P 500 ETF | EQUITIES | 78464A854 | $10.21 M | 3 % | 148,098 | ||
DIA SPDR DOW JONES INDL AVERAGE ET UT SER 1 | EQUITIES | 78467X109 | $9.94 M | 3 % | 23,354 | ||
QQQM INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF | EQUITIES | 46138G649 | $9.68 M | 3 % | 45,979 | ||
EDV VANGUARD EXTENDED DURATION TREASURY INDEX FD | EQUITIES | 921910709 | $7.44 M | 2 % | 109,813 | ||
AAAU GOLDMAN SACHS PHYSICAL GOLD UNIT | EQUITIES | 38150K103 | $6.49 M | 2 % | 250,338 | ||
XLE SELECT SECTOR SPDR TR ENERGY | EQUITIES | 81369Y506 | $6.40 M | 2 % | 74,749 |
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