13F Filings History of Oliver Luxxe Assets LLC

Latest 13F report
Q3 2025 - 24 Oct 2025
Value $
$631,674,726
Signature - Title
Laura Flanagan - Chief Compliance Officer
Location
Gladstone, NJ
Summary
This page shows a list of all the recent 13F filings made by Oliver Luxxe Assets LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Oliver Luxxe Assets LLC reported 182 stock holdings with total value $631,674,726 as of Q3 2025. Top holdings included GLD, GOOGL, MS, C, and GE.

Notify me when Oliver Luxxe Assets LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 182 $631,674,726 +$85,385,608 -$66,131,709 +$19,253,899 GLD, GOOGL, MS, C, GE 13F-HR 24 Oct 2025, 12:09
Q2 2025 182 $560,369,397 +$71,218,355 -$91,707,870 -$20,489,515 GLD, GEV, MS, C, GOOGL 13F-HR 14 Jul 2025, 15:49
Q1 2025 188 $538,164,328 +$96,841,016 -$153,866,138 -$57,025,122 GLD, EPD, CPRT, YUMC, MMM 13F-HR 14 May 2025, 14:51
Q4 2024 182 $516,230,770 $0 $0 $0 CPRT, GLD, META, EPD, TSM New Holdings 21 Jan 2025, 08:23
Q4 2024 213 $589,168,613 +$45,929,626 -$12,813,089 +$33,116,537 CPRT, GLD, META, EPD, CLS 13F-HR 06 Jan 2025, 15:30
Q3 2024 183 $559,428,149 +$119,342,738 -$51,955,200 +$67,387,538 CPRT, GLD, META, EPD, TSM 13F-HR 11 Oct 2024, 13:32
Q2 2024 182 $471,150,860 +$37,157,560 -$38,473,488 -$1,315,928 CPRT, META, GLD, GOOGL, EPD 13F-HR 13 Aug 2024, 13:10
Q1 2024 174 $477,486,713 +$68,249,879 -$65,513,158 +$2,736,721 CPRT, META, GLD, EPD, GOOGL 13F-HR 18 Apr 2024, 12:01
Q4 2023 166 $425,445,279 +$42,609,697 -$43,546,610 -$936,913 CPRT, META, GOOGL, GLD, EPD 13F-HR 12 Feb 2024, 16:28
Q3 2023 161 $389,495,087 +$53,895,443 -$40,195,926 +$13,699,517 CPRT, META, GOOGL, EPD, GLD 13F-HR 09 Nov 2023, 10:23
Q2 2023 164 $401,217,922 +$35,655,007 -$43,139,111 -$7,484,104 CPRT, META, GOOGL, EPD, GLD 13F-HR 01 Aug 2023, 17:31
Q1 2023 175 $379,590,585 +$70,103,813 -$66,469,745 +$3,634,068 CPRT, META, GLD, EPD, LKQ 13F-HR 19 Apr 2023, 09:36
Q4 2022 173 $358,524,165 +$39,202,896 -$24,894,805 +$14,308,091 CPRT, GLD, EPD, CVX, MRK 13F-HR 30 Jan 2023, 10:35
Q3 2022 172 $320,097,000 +$46,813,354 -$46,330,752 +$482,602 CPRT, GLD, EPD, LKQ, MS 13F-HR 14 Nov 2022, 11:31
Q2 2022 178 $338,329,000 +$59,921,776 -$74,682,131 -$14,760,355 CPRT, GLD, EPD, LKQ, ABBV 13F-HR 15 Aug 2022, 12:33
Q1 2022 190 $395,146,000 +$74,338,167 -$81,304,243 -$6,966,076 CPRT, GLD, EPD, DVN, BKR 13F-HR 13 May 2022, 15:15
Q4 2021 195 $394,935,000 $0 $0 $0 CPRT, GLD, EPD, DVN, MS New Holdings 16 Feb 2022, 15:48
Q4 2021 242 $414,447,000 +$39,969,794 -$9,903,985 +$30,065,809 CPRT, GLD, EPD, DVN, MS 13F-HR 04 Feb 2022, 13:47
Q3 2021 197 $362,990,000 +$47,139,457 -$46,669,343 +$470,114 CPRT, GLD, EPD, MS, DVN 13F-HR 10 Nov 2021, 16:01
Q2 2021 195 $364,547,000 +$36,801,378 -$26,294,951 +$10,506,427 CPRT, GLD, EPD, MS, TGT 13F-HR 29 Jul 2021, 10:48
Q1 2021 171 $333,533,000 +$53,491,465 -$52,140,441 +$1,351,024 CPRT, GLD, EPD, EQH, JPM 13F-HR 29 Apr 2021, 15:27
Q4 2020 161 $320,420,000 +$30,284,378 -$25,417,240 +$4,867,138 CPRT, GLD, EPD, TGT, BSCO 13F-HR 04 Feb 2021, 15:58
Q3 2020 139 $268,446,000 +$85,648,271 -$15,905,900 +$69,742,371 CPRT, GLD, TGT, AAPL, EPD 13F-HR 20 Oct 2020, 09:43
Q2 2020 114 $190,139,000 +$35,383,585 -$17,603,843 +$17,779,742 GLD, TGT, AAPL, BSCO, MSFT 13F-HR 12 Aug 2020, 12:47
Q1 2020 114 $155,156,000 +$34,958,571 -$41,919,314 -$6,960,743 MRK, TGT, MSFT, INTC, AAPL 13F-HR 21 Apr 2020, 13:07
Q4 2019 125 $191,465,000 +$27,058,463 -$25,756,954 +$1,301,509 AAPL, TGT, MRK, JNJ, PFE 13F-HR 04 Feb 2020, 10:28
Q3 2019 114 $171,648,000 +$18,973,289 -$22,359,735 -$3,386,446 AAPL, TGT, MRK, JNJ, PFE 13F-HR 15 Oct 2019, 11:38
Q2 2019 119 $180,222,000 +$16,102,367 -$14,501,965 +$1,600,402 CSCO, AAPL, PFE, HON, C 13F-HR 10 Jul 2019, 12:01
Q1 2019 113 $172,688,000 +$37,986,357 -$28,211,823 +$9,774,534 CSCO, AAPL, PFE, HON, MRK 13F-HR 01 May 2019, 10:44
Q4 2018 99 $148,324,000 +$27,949,822 -$39,139,664 -$11,189,842 PFE, CSCO, JNJ, AAPL, HON 13F-HR 12 Feb 2019, 12:22
Q3 2018 107 $176,188,000 +$56,583,136 -$40,618,652 +$15,964,484 AAPL, PFE, CSCO, JNJ, DFS 13F-HR 10 Oct 2018, 14:23
Q2 2018 85 $148,564,000 $0 -$4,494,000 -$4,494,000 VGK, AAPL, VPL, DFS, JNJ 13F-HR 09 Jul 2018, 14:46
Q1 2018 90 $161,928,000 +$50,980,078 -$49,923,197 +$1,056,881 VGK, AAPL, VPL, DFS, JNJ 13F-HR 17 Apr 2018, 11:41
Q4 2017 83 $164,719,000 +$17,072,416 -$19,772,090 -$2,699,674 AAPL, VGK, VPL, DFS, BX 13F-HR 16 Jan 2018, 08:20
Q3 2017 80 $158,902,000 +$18,033,227 -$17,837,564 +$195,663 AAPL, VGK, VPL, BX, DFS 13F-HR 23 Oct 2017, 16:04
Q2 2017 77 $153,784,000 +$22,549,111 -$20,609,499 +$1,939,612 VGK, AAPL, VPL, BX, T 13F-HR 07 Aug 2017, 12:00
Q1 2017 84 $149,884,000 +$18,764,278 -$19,493,667 -$729,389 AAPL, VGK, T, BX, AMLP 13F-HR 17 Apr 2017, 15:37
Q4 2016 86 $144,802,000 +$31,089,163 -$17,353,215 +$13,735,948 AAPL, PFF, T, AMLP, BX 13F-HR 09 Jan 2017, 15:48
Q3 2016 79 $127,588,000 +$19,039,393 -$10,453,363 +$8,586,030 AAPL, PFF, CFG, AMLP, BX 13F-HR 07 Oct 2016, 12:11
Q2 2016 78 $117,638,000 +$34,062,190 -$16,801,459 +$17,260,731 PFF, AAPL, AMLP, BX, IBM 13F-HR 11 Aug 2016, 11:07
Q1 2016 70 $97,092,000 +$20,524,460 -$39,997,263 -$19,472,803 PFF, AAPL, AMLP, VIG, XOM 13F-HR 19 Apr 2016, 10:08
Q4 2015 98 $110,416,000 $0 $0 $0 PFF, PG, AAPL, AMLP, VIG 13F-HR 12 Feb 2016, 19:50