Lanham O'Dell & Company, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LO Lanham O'Dell & Company, Inc. | Institutional Filer | ▲ 10.61% | $347.3M | 40 |
Current Portfolio Holdings
Showing all 40 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BINC | BLACKROCK ETF TRUST II | — | 1.3M | $70.6M | 20.31% |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 116K | $58.3M | 16.78% |
| 3 | SPY | SPDR S&P 500 ETF Trust | — | 64K | $43.5M | 12.53% |
| 4 | VTI | VANGUARD INDEX FDS | — | 127K | $42.5M | 12.24% |
| 5 | VEU | VANGUARD INTL EQUITY INDEX F | — | 412K | $30.3M | 8.73% |
| 6 | SDY | SPDR SERIES TRUST | — | 217K | $30.2M | 8.70% |
| 7 | VT | VANGUARD INTL EQUITY INDEX F | — | 184K | $25.9M | 7.46% |
| 8 | VOO | VANGUARD INDEX FDS | — | 32K | $19.9M | 5.73% |
| 9 | VTV | VANGUARD INDEX FDS | — | 56K | $10.6M | 3.06% |
| 10 | AAPL | Apple Inc. | Technology | 17K | $3.0M | 0.85% |
| 11 | CHCO | City Holding Company | Financial Services | 12K | $1.5M | 0.42% |
| 12 | GLD | SPDR GOLD TR | — | 3K | $1.2M | 0.34% |
| 13 | NVDA | NVIDIA Corporation | Technology | 5K | $1.0M | 0.29% |
| 14 | AEP | American Electric Power Company, Inc. | Utilities | 8K | $884K | 0.25% |
| 15 | CVX | Chevron Corporation | Energy | 4K | $582K | 0.17% |
Showing 1 to 15 of 40 holdings