Fund HoldingsOLIVER LAGORE VANVALIN INVESTMENT GROUP

Total Portfolio Value
$252.56M
Total Bought
$218.96M
Total Sold
$238.31M
Net Transaction
-$19.35M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
SPDR SER TR
ST STR BLO 1 ETF
0522,255+522,255047,95318.99%+47,953
ISHARES TR0328,552+328,552033,07513.10%+33,075
GOLDMAN SACHS PHYSICAL GOLD(AAAU)0792,808+792,808014,5165.75%+14,516
INVESCO QQQ TR026,331+26,33109,4343.74%+9,434
SELECT SECTOR SPDR TR
ST STR UTIL ETF
0148,391+148,39108,7453.46%+8,745
SPDR S&P 500 ETF TR(SPY)014,248+14,24806,0912.41%+6,091
ISHARES TR053,812+53,81206,0892.41%+6,089
INVESCO EXCH TRADED FD TR II0279,980+279,98005,2892.09%+5,289
ISHARES TR041,920+41,92003,7181.47%+3,718
BONDBLOXX ETF TRUST
BLOOMBERG SIX MN
070,585+70,58503,5481.40%+3,548
FIDELITY COMWLTH TR056,939+56,93902,9601.17%+2,960
SELECT SECTOR SPDR TR
ST STR ENERG ETF
031,981+31,98102,8911.14%+2,891
ISHARES TR06,694+6,69402,8751.14%+2,875
SPDR SER TR
ST STR P500ETF
055,080+55,08002,7681.10%+2,768
INVESCO EXCH TRADED FD TR II0140,225+140,22502,5621.01%+2,562
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
016,026+16,02602,3620.94%+2,362
FIDELITY COVINGTON TRUST050,824+50,82402,1640.86%+2,164
ISHARES SILVER TR(SLV)094,836+94,83601,9290.76%+1,929
ISHARES TR018,524+18,52401,9210.76%+1,921
SELECT SECTOR SPDR TR
ST STR CARE ETF
014,862+14,86201,9130.76%+1,913
VANGUARD WORLD FD026,699+26,69901,8700.74%+1,870
PROSHARES TR II(AGQ)093,026+93,02601,8060.71%+1,806
SPDR DOW JONES INDL AVERAGE(DIA)05,372+5,37201,7990.71%+1,799
ISHARES TR
CORE UNIVRSL USD
038,646+38,64601,6890.67%+1,689
ALPHABET INC(GOOG)012,628+12,62801,6530.65%+1,653
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
094,668+94,66801,4150.56%+1,415
NIKE INC(NKE)013,941+13,94101,3330.53%+1,333
PROSHARES TR0116,644+116,64401,2700.50%+1,270
META PLATFORMS INC(META)03,994+3,99401,1990.47%+1,199
FLEXSHARES TR
MORNSTAR UPSTR
029,578+29,57801,1960.47%+1,196
ISHARES TR07,489+7,48901,1520.46%+1,152
VANGUARD WORLD FDS
INF TECH ETF
02,703+2,70301,1220.44%+1,122
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
023,187+23,18701,0030.40%+1,003
ISHARES TR020,006+20,00609790.39%+979
MASTERCARD INCORPORATED(MA)02,298+2,29809100.36%+910
TOTALENERGIES SE(TTE)013,625+13,62508960.35%+896
BERKSHIRE HATHAWAY INC DEL02,510+2,51008790.35%+879
ISHARES TR09,365+9,36508080.32%+808
VANGUARD STAR FDS013,992+13,99207490.30%+749
CROWDSTRIKE HLDGS INC(CRWD)04,121+4,12106900.27%+690
ISHARES TR010,436+10,43606820.27%+682
ASML HOLDING N V
N Y REGISTRY SHS
01,141+1,14106720.27%+672
NOVO-NORDISK A S(NVO)07,146+7,14606500.26%+650
SNOWFLAKE INC(SNOW)04,244+4,24406480.26%+648
INTUITIVE SURGICAL INC02,159+2,15906310.25%+631
ISHARES TR
MSCI USA QLT FCT
04,733+4,73306240.25%+624
LAUDER ESTEE COS INC(EL)04,292+4,29206200.25%+620
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
014,108+14,10806180.24%+618
ISHARES INC
CORE MSCI EMKT
012,699+12,69906040.24%+604
CARLISLE COS INC(CSL)03,673+3,67309520.38%+952
XCEL ENERGY INC(XEL)010,428+10,42805970.24%+597
ORACLE CORP(ORCL)05,863+5,86306210.25%+621
ISHARES TR011,671+11,67105610.22%+561
ISHARES TR06,295+6,29505590.22%+559
INVESCO EXCH TRADED FD TR II09,123+9,12305360.21%+536
TESLA INC(TSLA)2,1744,403+2,2295691,1020.44%+533
ISHARES TR
TRS FLT RT BD
010,226+10,22605190.21%+519
NORTHROP GRUMMAN CORP(NOC)01,189+1,18905230.21%+523
ISHARES TR01,935+1,93504830.19%+483
CHEVRON CORP NEW(CVX)5,4967,857+2,3618651,3250.52%+460
MERCADOLIBRE INC(MELI)0545+54506910.27%+691
CELSIUS HLDGS INC(CELH)02,539+2,53904360.17%+436
OCCIDENTAL PETE CORP(OXY)6,81212,517+5,7054018120.32%+412
MICROSOFT CORP(MSFT)4,8286,505+1,6771,6442,0540.81%+410
GLOBAL X FDS
CYBRSCURTY ETF
016,844+16,84404090.16%+409
PHILLIPS EDISON &CO INC(PECO)011,868+11,86803980.16%+398
HERSHEY CO(HSY)01,840+1,84003680.15%+368
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
06,225+6,22503560.14%+356
ISHARES TR03,388+3,38803540.14%+354
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
05,562+5,56203200.13%+320
VISA INC(V)01,347+1,34703100.12%+310
DANAHER CORPORATION(DHR)01,258+1,25803120.12%+312
SPDR SER TR
ST STR SP SEMI
01,456+1,45602850.11%+285
SPDR SER TR
ST STR P500GRW
04,606+4,60602730.11%+273
SPDR SER TR
ST STR SP BIOT
03,641+3,64102660.11%+266
AGILENT TECHNOLOGIES INC(A)3,4956,099+2,6044206820.27%+262
SPDR GOLD TR(GLD)01,504+1,50402580.10%+258
SPDR SER TR
ST STR P500VAL
06,033+6,03302490.10%+249
VANECK ETF TRUST
GOLD MINERS ETF
09,239+9,23902490.10%+249
TYLER TECHNOLOGIES INC(TYL)1,2291,967+7385127600.30%+248
SUPER MICRO COMPUTER INC(SMCI)01,863+1,86305110.20%+511
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
03,155+3,15502250.09%+225
GOLDMAN SACHS ETF TR
FUTURE HEALTH
07,196+7,19602180.09%+218
PALO ALTO NETWORKS INC(PANW)1,7922,853+1,0614586690.26%+211
FISERV INC(FISV)3,9546,266+2,3124997080.28%+209
CISCO SYS INC(CSCO)03,870+3,87002080.08%+208
EXXON MOBIL CORP3,4004,780+1,3803655620.22%+197
NORTHERN LTS FD TR IV
INSPIRE 100 ETF
06,222+6,22201940.08%+194
SHERWIN WILLIAMS CO(SHW)02,157+2,15705500.22%+550
ISHARES TR01,719+1,71901800.07%+180
ISHARES TR
MSCI USA MIN ETF
02,478+2,47801790.07%+179
TIMOTHY PLAN05,198+5,19801790.07%+179
PROCTER AND GAMBLE CO(PG)4,8726,296+1,4247399180.36%+179
ISHARES TR
US TREAS BD ETF
07,912+7,91201740.07%+174
ISHARES TR01,691+1,69101730.07%+173
ISHARES TR02,490+2,49001700.07%+170
MARATHON DIGITAL HOLDINGS IN(MARA)019,113+19,11301620.06%+162
ISHARES TR02,299+2,29901590.06%+159
ADOBE INC(ADBE)9311,190+2594556070.24%+152
ISHARES TR0797+79701410.06%+141
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