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DOLIVER ADVISORS, LP
DOLIVER ADVISORS, LP
Latest filing: 2026-06-30
DOLIVER ADVISORS, LP runs DOLIVER ADVISORS, LP and currently holds 191 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $441.94M. Their top holdings are XOM, IUSG, IVV, GOOG, AMZN. The top five represent 45.9% of reported portfolio weight. DOLIVER ADVISORS, LP ranks #683 out of 1000 investors tracked by Alpha Score. In the most recent quarter, DOLIVER ADVISORS, LP initiated 3 new positions. They added to 42 existing positions. They trimmed 51 positions. Their current best-performing preview position is MU with returns of +241.67%.
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191 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 XOM EXXON MOBIL CORP | 32.57% | $81.90 | $165.11 | +101.60% | Trimmed -0.02% |
 IUSG ISHARES TR | 5.52% | $84.30 | $189.82 | +125.17% | Trimmed -0.07% |
 IVV ISHARES TR | 3.63% | $505.04 | $769.30 | +52.32% | Added +0.20% |
 GOOG ALPHABET INC | 2.18% | $80.54 | $341.75 | +324.32% | Trimmed -3.47% |
 AMZN AMAZON COM INC | 2.00% | $133.27 | $258.63 | +94.06% | Trimmed -2.36% |
 NVDA NVIDIA CORPORATION | 1.82% | $26.71 | $214.76 | +704.04% | Added +0.59% |
 AAPL APPLE INC | 1.76% | $126.72 | $309.35 | +144.12% | Trimmed -1.02% |
 JPM JPMORGAN CHASE & CO | 1.61% | $155.58 | $351.64 | +126.02% | Trimmed -0.11% |
 ETN EATON CORP PLC | 1.39% | $204.25 | $419.25 | +105.26% | Added +23.01% |
 META META PLATFORMS INC | 1.28% | $238.98 | $549.90 | +130.10% | Added +2.10% |
Showing 1-10 of 191