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OLIVER LUXXE ASSETS LLC 13F portfolio summary

OLIVER LUXXE ASSETS LLC of OLIVER LUXXE ASSETS LLC has 198 current stock holdings with a reported portfolio value of $667.9M. The portfolio 1 year return is +25.01%. Top holdings include XTRE (0.00%), QQQ (0.00%), SPY (0.00%), XHLF (0.00%), GLD (2.24%).

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OLIVER LUXXE ASSETS LLC

OLIVER LUXXE ASSETS LLC
Latest filing: 2026-03-31

OLIVER LUXXE ASSETS LLC runs OLIVER LUXXE ASSETS LLC and currently holds 198 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $667.86M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. OLIVER LUXXE ASSETS LLC ranks #430 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, OLIVER LUXXE ASSETS LLC's portfolio at OLIVER LUXXE ASSETS LLC has delivered returns of +25.01%. Their 3-year annualized return is +67.75%. Looking at the 5-year horizon, OLIVER LUXXE ASSETS LLC has achieved +85.28% annualized returns at OLIVER LUXXE ASSETS LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+25.01%
#480/1000
3 Year
+67.75%
#522/1000
5 Year
+85.28%
#349/1000

Portfolio Value

$667.86M

Alpha Score

59.6

#430 of 1000

Holdings

198

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change