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Lanham O'Dell & Company, Inc.13F | |
Lanham O'Dell & Company, Inc. | |
Last update 2025-05-15 | 32 Stocks (6 new) |
Value $173.00 Mil | Turnover 5 % |
Lanham O'Dell & Company, Inc. Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 231,218 | 123,142.1 | -10.24% | 71.350 | -6.54% | 0.010 | -5.77% | +5.38% | 1,030,603.6 | Insurance | |
VOO | Vanguard S&P 500 ETF | 31,398 | 16,135.8 | -0.95% | 9.350 | -0.09% | 0.000 | +23.20% | +8.38% | 664,533.9 | ||
VTI | Vanguard Total Stock Market ETF | 53,771 | 14,778.4 | -1.35% | 8.560 | -0.12% | 0.000 | +23.41% | +7.94% | 479,252.0 | ||
BINC | iShares Flexible Income Active ETF | 136,371 | 7,143.1 | New Holding | 4.140 | +4.14% | 0.080 | +3.60% | +4.03% | 10,193.7 | ||
CHCO | City Holding Co | 12,278 | 1,442.3 | 0% | 0.840 | 0% | 0.080 | +12.12% | +7.74% | 1,811.8 | Banks | |
AAPL | Apple Inc | 4,417 | 981.2 | -4.33% | 0.570 | -0.03% | 0.000 | +10.57% | -14.62% | 3,185,811.7 | Hardware | |
GLD | SPDR Gold Shares ETF | 3,295 | 949.7 | +62.16% | 0.550 | +0.21% | 0.000 | -0.82% | +29.27% | 103,506.6 | ||
NVDA | NVIDIA Corp | 6,158 | 667.5 | -1.91% | 0.390 | -0.01% | 0.000 | +77.82% | +28.34% | 4,202,341.9 | Semiconductors | |
CVX | Chevron Corp | 3,664 | 613.0 | +3.42% | 0.360 | +0.01% | 0.000 | +13.29% | +5.76% | 259,270.9 | Oil & Gas | |
AEP | American Electric Power Co Inc | 5,055 | 552.4 | +0.68% | 0.320 | 0% | 0.000 | +4.17% | +20.31% | 58,205.9 | Utilities - Regulated |
Lanham O'Dell & Company, Inc.'s Historical Top Holdings Breakdowns
Lanham O'Dell & Company, Inc.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -12.35% | 551.42 ($587.78) 612.93 | $630.99 | 7.35% | Reduce -98.6% | 546 | -38,520 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -6.54% | 442.66 ($486.15) 534.52 | $477.65 | -1.75% | Reduce -10.24% | 231,218 | -26,377 | |
BINC | iShares Flexible Income Active ETF | 2025-03-31 | New Buy New Buy | +4.14% | 51.89 ($52.37) 52.82 | $52.69 | 0.60% | New holding | 136,371 | 136,371 | |
GLD | SPDR Gold Shares ETF | 2025-03-31 | Add Add | +0.21% | 243.19 ($264.45) 288.14 | $312.99 | 18.36% | Add 62.16% | 3,295 | 1,263 | |
AMGN | Amgen Inc | 2025-03-31 | New Buy New Buy | +0.13% | 258.59 ($295.3) 327.36 | $295.68 | 0.13% | New holding | 741 | 741 | |
PG | Procter & Gamble Co | 2025-03-31 | New Buy New Buy | +0.13% | 158.56 ($167.49) 176.26 | $155.57 | -7.12% | New holding | 1,358 | 1,358 | |
JNJ | Johnson & Johnson | 2025-03-31 | New Buy New Buy | +0.12% | 142.06 ($156.47) 167.7 | $164.47 | 5.11% | New holding | 1,286 | 1,286 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Reduce Reduce | -0.12% | 271.18 ($290.53) 303.12 | $310.80 | 6.98% | Reduce -1.35% | 53,771 | -736 | |
VZ | Verizon Communications Inc | 2025-03-31 | New Buy New Buy | +0.12% | 37.81 ($41.63) 46.49 | $42.76 | 2.70% | New holding | 4,680 | 4,680 | |
MMM | 3M Co | 2025-03-31 | Sold Out Sold Out | -0.11% | 129.7 ($146.92) 155.12 | $152.82 | 4.02% | Sold Out | 0 | -1,618 |
Lanham O'Dell & Company, Inc. Total Holding History ($B)
Lanham O'Dell & Company, Inc.'s Asset Allocation
Lanham O'Dell & Company, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Lanham O'Dell & Company, Inc.'s Hypothetical Growth since 2025-03-31
Lanham O'Dell & Company, Inc.'s Yearly Returns
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Lanham O'Dell & Company, Inc.'s Holdings Heat Map
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Lanham O'Dell & Company, Inc.'s Holdings Bubble Chart
Lanham O'Dell & Company, Inc. News
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