OLIVER LAGORE VANVALIN INVESTMENT GROUP - Portfolio overview

OLIVER LAGORE VANVALIN INVESTMENT GROUP has 655 reported holdings in this dataset, with the latest filing dated 2025-07-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. TLT - ISHARES TR, 6.19%
2. IEF - ISHARES TR, 5.81%
3. BIL - SPDR SER TR, 4.85%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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