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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 $390,558,982
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 184,927 $108,382,212 27.75%
2.
Ishares Trust
 IEF 166,114 $15,357,240 3.93%
3.
Spdr Bloomberg 1-3 Month T-Bill Etf
 165,187 $15,103,083 3.87%
4.
Ishares Bitcoin Trust Etf
 213,046 $11,302,090 2.89%
5.
Spdr Series Trust
 148,098 $10,209,898 2.61%
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)