Oliver-Lagore-Vanvalin-Investment-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "HYT",
  "ALAB",
  null,
  "SE",
  "TREX",
  "JOBY",
  "FPI",
  "GFL.TO",
  "HOOD",
  "NVR",
  null,
  "GDX",
  null,
  null,
  null,
  "NLY",
  "FTAI",
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  "EXAS",
  "AVAV",
  "RBA.TO",
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  "MU",
  "SCHL",
  "MPLX",
  "ACN",
  null,
  "ABT",
  "ABBV",
  "ADBE",
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  "APD",
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  "GOOGL",
  "AIN",
  "VDE",
  null,
  "AXP",
  "JQC",
  "PINE",
  "AU",
  null,
  "AMRC",
  "TEAM",
  "ASML",
  "T",
  "BLK",
  null,
  null,
  null,
  null,
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  null,
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  null,
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  "BSX",
  null,
  null,
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  null,
  null,
  "CMI",
  "LMND",
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  null,
  null,
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  "D",
  "NICE",
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  null,
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  null,
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  "FUN",
  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "ANET",
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  "KR",
  "ORCL",
  "KHC",
  "NOC",
  null,
  null,
  "VGIT",
  "MMU",
  null,
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  null,
  null,
  null,
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  "IRM",
  null,
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  null,
  "DNP",
  "PGR",
  "IEMG",
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  null,
  null,
  "IVV",
  null,
  "PBR",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "MKC",
  "JPC",
  "AMGN",
  "MAS",
  "PARA",
  null,
  "PPG",
  "PTLE",
  "ROK",
  null,
  "IEFA",
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  null,
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  null,
  null,
  "NOW",
  "SHW",
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  "SLB",
  "O",
  "SHEL",
  "RTX",
  "GLD",
  null,
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  null,
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  null,
  null,
  "SPLG",
  "IBM",
  "SYK",
  "SBUX",
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  "TEL",
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  "TGT",
  "TMO",
  "TJX",
  null,
  "TWLO",
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  "UAL",
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  "VNQ",
  "PNFP",
  "MET",
  "DTM",
  "RNA",
  "SOUN",
  "RCL",
  "MRNA",
  "MNST",
  "TLN",
  "ALC",
  "AUST",
  "SPH",
  null,
  "LKQ",
  "ETV",
  "VRN.TO",
  "JBL",
  "BXMX",
  "SIVR",
  null,
  "ACHR",
  "HR",
  "SBAC",
  null,
  null,
  null,
  null,
  null,
  null,
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  "NRP",
  "TTE",
  null,
  "MMT",
  null,
  "XLB",
  null,
  null,
  "IEF",
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  null,
  null,
  "CHPT",
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  "ETR",
  "BN.TO",
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  "AHR",
  null,
  "DD",
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  "TT",
  "AGCO",
  "GPK",
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  null,
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  "NFG",
  "PRI",
  null,
  "GM",
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  "UAA",
  "ACGL",
  null,
  "ALB",
  "AXON",
  "AMD",
  "SONY",
  "EL",
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  "FI",
  "NTRA",
  "WAB",
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  "F",
  "DECK",
  "WEC",
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  "IWP",
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  "WCN",
  "FOUR",
  "TTC",
  null,
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  "AEP",
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  null,
  "IDXX",
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  null,
  "UA",
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  "NEA",
  "NIO",
  null,
  null,
  "CMS",
  null,
  "IVE",
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  "LUV",
  null,
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  null,
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  null,
  "TPL",
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  "HBAN",
  null,
  "DKNG",
  "VGT",
  "VLO",
  null,
  "VGLT",
  "VTWO",
  "BNDX",
  null,
  "VLTO",
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  "V",
  null,
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  "WMT",
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  "WFC",
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  null,
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  "YUMC",
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  null,
  null,
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  null,
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  "ET",
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  "KNX",
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  "KIM",
  "LUMN",
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  null,
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  null,
  "TER",
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  null,
  "DIA",
  null,
  "SPOT",
  null,
  "MANH",
  null,
  null,
  null,
  "JBGS",
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  null,
  null,
  "GEV",
  "MELI",
  "TRI.TO",
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  "HESM",
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  null,
  "UPST",
  "ESGU",
  null,
  "UDR",
  "NRG",
  "FDX",
  "STLA",
  "KMB",
  "LULU",
  "AZO",
  "BALL",
  "BAC",
  "B",
  null,
  null,
  "BRK-B",
  "BJ",
  "BNTX",
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  null,
  null,
  null,
  "BA",
  "BHF",
  "BMY",
  "BRCC",
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  "AI",
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  "CDNS",
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  "CAVA",
  "CELH",
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  "LNG",
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  "CIEN",
  "CMG",
  "CHD",
  "CSCO",
  "CLH",
  "C",
  "KO",
  "COIN",
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  "CMCSA",
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  "COP",
  "ROAD",
  "CWCO",
  "CEG",
  "ED",
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  "GLW",
  "CTVA",
  "CNM",
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  "DHR",
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  "FANG",
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  null,
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  null,
  "VOD",
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  "GOOG",
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  "LLY",
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  "PLD",
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  "PM",
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  "AWK",
  null,
  null,
  "MO",
  "XLK",
  "URI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2024-12-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-12-31
Filing Date: 2025-04-01
Total Holdings: 681
Total Value: 390432936
Accession Number: 0001398344-25-006386
Form Type: 13F-HR
CIK: oliver-lagore-vanvalin-investment-group
Manager Name: Oliver-Lagore-Vanvalin-Investment-Group

Data Enrichment

72% identified

491 identified190 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

681 positions • $390,432.936K total value

681 positions

Manager:

SEC FilingSEC DataHachi Filing

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T-Mobile US, Inc.

TMUS|872590104

Shares:205

Value:$45.3K

SHOPIFY INC.

SHOP|82509L107

Shares:425

Value:$45.2K

46436E858

Shares:2.0K

Value:$44.9K

REALTY INCOME CORP

O|756109104

Shares:837

Value:$44.7K

GE Vernova Inc.

GEV|36828A101

Shares:135

Value:$44.4K

J M SMUCKER Co

SJM|832696405

Shares:400

Value:$44.0K

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:200

Value:$44.0K

Spotify Technology S.A.

SPOT|L8681T102

Shares:98

Value:$43.8K

CITIGROUP INC

C|172967424

Shares:617

Value:$43.4K

97717W505

Shares:851

Value:$43.4K

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

ETV|27828Y108

Shares:3.0K

Value:$43.2K

Global-E Online Ltd.

GLBE|M5216V106

Shares:792

Value:$43.2K

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:1.4K

Value:$43.2K

BLACKROCK DEBT STRATEGIES FUND, INC.

DSU|09255R202

Shares:4.0K

Value:$43.0K

464287499

IWR|464287499

Shares:468

Value:$41.4K

NUSCALE POWER Corp

SMR|67079K100

Shares:2.3K

Value:$41.1K

46429B267

Shares:1.7K

Value:$40.1K

N97284108

Shares:1.4K

Value:$39.3K

78464A763

SDY|78464A763

Shares:296

Value:$39.1K

464288687

Shares:1.2K

Value:$39.0K

Instrument	Shares		Other Manager	Value
T-Mobile US, Inc.(TMUScusip872590104)	205	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$45.3K	QoQ +6.96% (+$2.9K) YoY-
SHOPIFY INC.(SHOPcusip82509L107)	425	QoQ +6.25% (+25) YoY-	All Managers (Combined)	$45.2K	QoQ +40.97% (+$13.1K) YoY-
(cusip46436E858)✕	2.0K	QoQ -34.61% (-1.0K) YoY-	All Managers (Combined)	$44.9K	QoQ -35.33% (-$24.6K) YoY-
REALTY INCOME CORP(Ocusip756109104)	837	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$44.7K	QoQ -15.78% (-$8.4K) YoY-
GE Vernova Inc.(GEVcusip36828A101)	135	QoQ +20.53% (+23) YoY-	All Managers (Combined)	$44.4K	QoQ +55.49% (+$15.8K) YoY-
J M SMUCKER Co(SJMcusip832696405)	400	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$44.0K	QoQ -9.06% (-$4.4K) YoY-
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	200	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$44.0K	QoQ -0.56% (-$250) YoY-
Spotify Technology S.A.(SPOTcusipL8681T102)	98	QoQ +5.37% (+5) YoY-	All Managers (Combined)	$43.8K	QoQ +27.92% (+$9.6K) YoY-
CITIGROUP INC(Ccusip172967424)	617	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$43.4K	QoQ +12.44% (+$4.8K) YoY-
(cusip97717W505)✕	851	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$43.4K	QoQ -0.31% (-$137) YoY-
Eaton Vance Tax-Managed Buy-Write Opportunities Fund(ETVcusip27828Y108)	3.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$43.2K	QoQ +4.42% (+$1.8K) YoY-
Global-E Online Ltd.(GLBEcusipM5216V106)	792	QoQ +174.04% (+503) YoY-	All Managers (Combined)	$43.2K	QoQ +288.76% (+$32.1K) YoY-
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	1.4K	QoQ +0.43% (+6) YoY-	All Managers (Combined)	$43.2K	QoQ +8.18% (+$3.3K) YoY-
BLACKROCK DEBT STRATEGIES FUND, INC.(DSUcusip09255R202)	4.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$43.0K	QoQ -2.44% (-$1.1K) YoY-
(IWRcusip464287499)	468	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$41.4K	QoQ +0.29% (+$121) YoY-
NUSCALE POWER Corp(SMRcusip67079K100)	2.3K	QoQ -23.50% (-705) YoY-	All Managers (Combined)	$41.1K	QoQ +18.44% (-$6.4K) YoY-
(cusip46429B267)✕	1.7K	QoQ -7.46% (-141) YoY-	All Managers (Combined)	$40.1K	QoQ -9.35% (-$4.1K) YoY-
(cusipN97284108)✕	1.4K	QoQ NEW(+1.4K) YoY-	All Managers (Combined)	$39.3K	QoQ NEW(+$39.3K) YoY-
(SDYcusip78464A763)	296	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$39.1K	QoQ -6.99% (-$2.9K) YoY-
(cusip464288687)✕	1.2K	QoQ -0.24% (-3) YoY-	All Managers (Combined)	$39.0K	QoQ -5.61% (-$2.3K) YoY-