OLIVER LAGORE VANVALIN INVESTMENT GROUP

FLINT, MI · CIK 1907568 · 13F filing filed 2025-07-10

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyFlint, MI

$254.8m reported value

656positions

37.6%in top 10

—no comparable previous quarter

Options: 5 call positions ($913 notional), 0 put positions (— notional) – listed below, not included above.

Also in the report of:

AE Wealth Management LLC – $789.3k of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change
1	ISHARES TR 20 YR TR BD ETF TLT	TLT	173,296	$15.8m6.19%	6.19%	First filing
2	ISHARES TR 7-10 YR TRSY BD IEF	IEF	155,321	$14.8m5.81%	5.81%	First filing
3	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	134,824	$12.4m4.85%	4.85%	First filing
4	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	24,384	$11.4m4.49%	4.49%	First filing
5	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	146,105	$9.6m3.77%	3.77%	First filing
6	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	45,571	$8.8m3.45%	3.45%	First filing
7	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	119,582	$6.1m2.38%	2.38%	First filing
8	FIDELITY COMWLTH TR NASDAQ COMPSIT ONEQ	ONEQ	87,425	$6.0m2.34%	2.34%	First filing
9	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	38,290	$5.6m2.19%	2.19%	First filing
10	GOLDMAN SACHS PHYSICAL GOLD UNIT AAAU	AAAU	172,548	$5.3m2.09%	2.09%	First filing
11	AMAZON COM INC COM AMZN	AMZN	25,181	$4.8m1.88%	1.88%	First filing
12	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	25,013	$4.3m1.70%	1.70%	First filing
13	MICROSOFT CORP COM MSFT	MSFT	10,838	$4.1m1.60%	1.60%	First filing
14	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	81,510	$3.8m1.50%	1.50%	First filing
15	PROCTER AND GAMBLE CO COM PG	PG	20,959	$3.6m1.40%	1.40%	First filing
16	GOLDMAN SACHS ETF TR ULTRA SHORT BOND GSST	GSST	69,594	$3.5m1.38%	1.38%	First filing
17	APPLE INC COM AAPL	AAPL	15,760	$3.5m1.37%	1.37%	First filing
18	INNOVATOR ETFS TRUST DEFINED WLT SHLD BALT	BALT	109,187	$3.4m1.34%	1.34%	First filing
19	INVESCO EXCH TRADED FD TR II GLOBAL EX US HGH PGHY	PGHY	165,512	$3.3m1.29%	1.29%	First filing
20	META PLATFORMS INC CL A META	META	5,335	$3.1m1.21%	1.21%	First filing
21	J P MORGAN EXCHANGE TRADED F US QUALTY FCTR JQUA	JQUA	50,843	$2.9m1.13%	1.13%	First filing
22	CARLISLE COS INC COM CSL	CSL	8,101	$2.8m1.08%	1.08%	First filing
23	INNOVATOR ETFS TRUST US SMALL CAP PWR KDEC	KDEC	119,559	$2.7m1.08%	1.08%	First filing
24	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	4,064	$2.7m1.06%	1.06%	First filing
25	NVIDIA CORPORATION COM NVDA	NVDA	24,468	$2.7m1.04%	1.04%	First filing
26	ALPHABET INC CAP STK CL A GOOGL	GOOGL	15,382	$2.4m0.93%	0.93%	First filing
27	MERCADOLIBRE INC COM MELI	MELI	1,195	$2.3m0.91%	0.91%	First filing
28	AMERICAN EXPRESS CO COM AXP	AXP	8,244	$2.2m0.87%	0.87%	First filing
29	FISERV INC COM FISV	FISV	9,863	$2.2m0.85%	0.85%	First filing
30	BROADCOM INC COM AVGO	AVGO	12,870	$2.2m0.85%	0.85%	First filing
31	COSTCO WHSL CORP NEW COM COST	COST	2,148	$2.0m0.80%	0.80%	First filing
32	ORACLE CORP COM ORCL	ORCL	13,387	$1.9m0.73%	0.73%	First filing
33	WASTE CONNECTIONS INC COM WCN	WCN	9,564	$1.9m0.73%	0.73%	First filing
34	JPMORGAN CHASE & CO COM JPM	JPM	7,464	$1.8m0.72%	0.72%	First filing
35	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	4,997	$1.8m0.69%	0.69%	First filing
36	TYLER TECHNOLOGIES INC COM TYL	TYL	3,023	$1.8m0.69%	0.69%	First filing
37	PALO ALTO NETWORKS INC COM PANW	PANW	10,059	$1.7m0.67%	0.67%	First filing
38	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,075	$1.6m0.64%	0.64%	First filing
39	INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG PCY	PCY	80,931	$1.6m0.64%	0.64%	First filing
40	ELI LILLY & CO COM LLY	LLY	1,965	$1.6m0.64%	0.64%	First filing
41	CHEVRON CORP NEW COM CVX	CVX	8,992	$1.5m0.59%	0.59%	First filing
42	TOTALENERGIES SE SPONSORED ADS SPONSORED ADS		23,252	$1.5m0.59%	0.59%	First filing
43	NEXTERA ENERGY INC COM NEE	NEE	20,412	$1.4m0.57%	0.57%	First filing
44	ADOBE INC COM ADBE	ADBE	3,702	$1.4m0.56%	0.56%	First filing
45	CONSTELLATION ENERGY CORP COM CEG	CEG	6,999	$1.4m0.55%	0.55%	First filing
46	ISHARES TR CORE TOTAL USD IUSB	IUSB	30,253	$1.4m0.55%	0.55%	First filing
47	ADVANCED MICRO DEVICES INC COM AMD	AMD	13,445	$1.4m0.54%	0.54%	First filing
48	MASTERCARD INCORPORATED CL A MA	MA	2,505	$1.4m0.54%	0.54%	First filing
49	OLD DOMINION FREIGHT LINE IN COM ODFL	ODFL	7,778	$1.3m0.51%	0.51%	First filing
50	ISHARES TR CORE S&P500 ETF IVV	IVV	2,219	$1.2m0.49%	0.49%	First filing
51	ISHARES TR CORE S&P MCP ETF IJH	IJH	20,509	$1.2m0.47%	0.47%	First filing
52	DTE ENERGY CO COM DTE	DTE	8,617	$1.2m0.47%	0.47%	First filing
53	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	5,608	$1.2m0.47%	0.47%	First filing
54	DEERE & CO COM DE	DE	2,449	$1.1m0.45%	0.45%	First filing
55	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	2,298	$1.1m0.45%	0.45%	First filing
56	CORE & MAIN INC CL A CNM	CNM	23,128	$1.1m0.44%	0.44%	First filing
57	DYNATRACE INC COM NEW DT	DT	23,695	$1.1m0.44%	0.44%	First filing
58	VANECK ETF TRUST URANIUM AND NUCL NLR	NLR	14,739	$1.1m0.42%	0.42%	First filing
59	INTUIT COM INTU	INTU	1,693	$1.0m0.41%	0.41%	First filing
60	PEPSICO INC COM PEP	PEP	6,923	$1.0m0.41%	0.41%	First filing
61	IDEXX LABS INC COM IDXX	IDXX	2,461	$1.0m0.41%	0.41%	First filing
62	DANAHER CORPORATION COM DHR	DHR	4,877	$999.8k0.39%	0.39%	First filing
63	NOVO-NORDISK A S ADR NVO	NVO	14,067	$976.8k0.38%	0.38%	First filing
64	LAM RESEARCH CORP COM NEW LRCX	LRCX	13,278	$965.3k0.38%	0.38%	First filing
65	MARATHON PETE CORP COM MPC	MPC	6,578	$958.4k0.38%	0.38%	First filing
66	SELECT SECTOR SPDR TR ENERGY XLE	XLE	9,988	$933.3k0.37%	0.37%	First filing
67	TEMA ETF TRUST GLP-1 OBESITY HRTS	HRTS	30,841	$904.6k0.36%	0.36%	First filing
68	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,596	$893.0k0.35%	0.35%	First filing
69	AGILENT TECHNOLOGIES INC COM A	A	7,399	$865.6k0.34%	0.34%	First filing
70	ASTRAZENECA PLC SPONSORED ADR SPONSORED ADR		11,039	$811.3k0.32%	0.32%	First filing
71	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	4,882	$810.5k0.32%	0.32%	First filing
72	VERALTO CORP COM SHS VLTO	VLTO	8,277	$806.6k0.32%	0.32%	First filing
73	TERADYNE INC COM TER	TER	9,588	$792.0k0.31%	0.31%	First filing
74	INNOVATOR ETFS TRUST EQUITY DEFI 2026 AJAN	AJAN	29,713	$781.5k0.31%	0.31%	First filing
75	NORTHROP GRUMMAN CORP COM NOC	NOC	1,467	$751.3k0.29%	0.29%	First filing
76	STRYKER CORPORATION COM SYK	SYK	2,002	$745.2k0.29%	0.29%	First filing
77	FORTINET INC COM FTNT	FTNT	7,439	$716.1k0.28%	0.28%	First filing
78	MICRON TECHNOLOGY INC COM MU	MU	8,060	$700.3k0.27%	0.27%	First filing
79	PHILLIPS EDISON & CO INC COMMON STOCK PECO	PECO	18,827	$687.0k0.27%	0.27%	First filing
80	U HAUL HOLDING COMPANY COM UHAL	UHAL	10,324	$674.8k0.26%	0.26%	First filing
81	LISTED FDS TR SPEAR ALPHA ETF SPRX	SPRX	33,674	$667.8k0.26%	0.26%	First filing
82	AGNICO EAGLE MINES LTD COM AEM	AEM	6,074	$658.4k0.26%	0.26%	First filing
83	TESLA INC COM TSLA	TSLA	2,500	$647.9k0.25%	0.25%	First filing
84	SHERWIN WILLIAMS CO COM SHW	SHW	1,830	$639.0k0.25%	0.25%	First filing
85	CHAMPION HOMES INC COM SKY	SKY	6,464	$612.5k0.24%	0.24%	First filing
86	TEXAS INSTRS INC COM TXN	TXN	3,388	$608.9k0.24%	0.24%	First filing
87	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	3,536	$604.3k0.24%	0.24%	First filing
88	EXXON MOBIL CORP COM XOM	XOM	5,029	$598.1k0.23%	0.23%	First filing
89	ETF SER SOLUTIONS DEFIANCE QUANTUM QTUM	QTUM	7,750	$577.6k0.23%	0.23%	First filing
90	ISHARES TR S&P 500 GRWT ETF IVW	IVW	6,061	$562.6k0.22%	0.22%	First filing
91	ABBVIE INC COM ABBV	ABBV	2,454	$514.2k0.20%	0.20%	First filing
92	VISA INC COM CL A V	V	1,465	$513.6k0.20%	0.20%	First filing
93	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	10,428	$508.5k0.20%	0.20%	First filing
94	VISTRA CORP COM VST	VST	4,226	$496.3k0.19%	0.19%	First filing
95	MCDONALDS CORP COM MCD	MCD	1,508	$471.2k0.18%	0.18%	First filing
96	SOUTHERN CO COM SO	SO	5,025	$462.0k0.18%	0.18%	First filing
97	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	3,464	$458.0k0.18%	0.18%	First filing
98	FERRARI N V COM RACE	RACE	1,057	$452.3k0.18%	0.18%	First filing
99	ISHARES TR S&P 500 VAL ETF IVE	IVE	2,264	$431.4k0.17%	0.17%	First filing
100	FAIR ISAAC CORP COM FICO	FICO	226	$416.8k0.16%	0.16%	First filing

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
LAUDER ESTEE COS INC EL · Call	EL	Call	100	$431100 shares	First filing
VENTURE GLOBAL INC VG · Call	VG	Call	300	$195300 shares	First filing
HARMONIC INC HLIT · Call	HLIT	Call	400	$132400 shares	First filing
CLAROS MTG TR INC CMTG · Call	CMTG	Call	500	$90500 shares	First filing
ENVIRI CORP Call		Call	500	$65500 shares	First filing