Oliver-Lagore-Vanvalin-Investment-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  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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  "MO",
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]

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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Alphabet Inc.

GOOGL|02079K305

Shares:20.6K

Value:$3.9M

Meta Platforms, Inc.

META|30303M102

Shares:6.1K

Value:$3.6M

46138E669

Shares:163.9K

Value:$3.2M

PROCTER & GAMBLE Co

PG|742718109

Shares:19.1K

Value:$3.2M

45783Y855

Shares:100.1K

Value:$3.1M

NVIDIA CORP

NVDA|67066G104

Shares:22.4K

Value:$3.0M

ASML HOLDING NV

ASML|N07059210

Shares:4.2K

Value:$2.9M

CARLISLE COMPANIES INC

CSL|142339100

Shares:7.7K

Value:$2.8M

TotalEnergies SE

TTE|89151E109

Shares:49.2K

Value:$2.7M

46641Q761

Shares:46.5K

Value:$2.7M

464287457

Shares:31.2K

Value:$2.6M

AMERICAN EXPRESS CO

AXP|025816109

Shares:8.2K

Value:$2.4M

FISERV INC

FI|337738108

Shares:11.5K

Value:$2.4M

Broadcom Inc.

AVGO|11135F101

Shares:10.0K

Value:$2.3M

MERCADOLIBRE INC

MELI|58733R102

Shares:1.3K

Value:$2.2M

ADOBE INC.

ADBE|00724F101

Shares:5.0K

Value:$2.2M

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:18.1K

Value:$2.2M

NOVO NORDISK A S

NVO|670100205

Shares:24.4K

Value:$2.1M

45784N833

Shares:83.1K

Value:$2.0M

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:4.4K

Value:$2.0M

Instrument	Shares		Other Manager	Value
Alphabet Inc.(GOOGLcusip02079K305)	20.6K	QoQ -9.50% (-2.2K) YoY-	All Managers (Combined)	$3.9M	QoQ +3.28% (-$124.2K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	6.1K	QoQ +3.26% (+194) YoY-	All Managers (Combined)	$3.6M	QoQ +5.63% (+$191.5K) YoY-
(cusip46138E669)✕	163.9K	QoQ +3.53% (+5.6K) YoY-	All Managers (Combined)	$3.2M	QoQ +0.57% (+$18.5K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	19.1K	QoQ +29.45% (+4.4K) YoY-	All Managers (Combined)	$3.2M	QoQ +25.30% (+$648.2K) YoY-
(cusip45783Y855)✕	100.1K	QoQ +8.25% (+7.6K) YoY-	All Managers (Combined)	$3.1M	QoQ +10.32% (+$294.2K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	22.4K	QoQ +24.07% (+4.3K) YoY-	All Managers (Combined)	$3.0M	QoQ +37.20% (+$814.0K) YoY-
ASML HOLDING NV(ASMLcusipN07059210)	4.2K	QoQ +75.26% (+1.8K) YoY-	All Managers (Combined)	$2.9M	QoQ +45.81% (+$924.5K) YoY-
CARLISLE COMPANIES INC(CSLcusip142339100)	7.7K	QoQ +26.15% (+1.6K) YoY-	All Managers (Combined)	$2.8M	QoQ +3.46% (+$94.6K) YoY-
TotalEnergies SE(TTEcusip89151E109)	49.2K	QoQ +16.04% (-6.8K) YoY-	All Managers (Combined)	$2.7M	QoQ -2.12% (-$58.2K) YoY-
(cusip46641Q761)✕	46.5K	QoQ +19.80% (+7.7K) YoY-	All Managers (Combined)	$2.7M	QoQ +21.28% (+$467.4K) YoY-
(cusip464287457)✕	31.2K	QoQ -60.54% (-47.8K) YoY-	All Managers (Combined)	$2.6M	QoQ -61.10% (-$4.0M) YoY-
AMERICAN EXPRESS CO(AXPcusip025816109)	8.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$2.4M	QoQ +9.43% (+$211.0K) YoY-
FISERV INC(FIcusip337738108)	11.5K	QoQ +8.33% (+888) YoY-	All Managers (Combined)	$2.4M	QoQ +23.88% (+$456.8K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	10.0K	QoQ -12.84% (-1.5K) YoY-	All Managers (Combined)	$2.3M	QoQ +17.15% (-$338.4K) YoY-
MERCADOLIBRE INC(MELIcusip58733R102)	1.3K	QoQ +23.89% (+255) YoY-	All Managers (Combined)	$2.2M	QoQ +2.68% (+$58.7K) YoY-
ADOBE INC.(ADBEcusip00724F101)	5.0K	QoQ +26.61% (+1.0K) YoY-	All Managers (Combined)	$2.2M	QoQ +8.74% (+$178.2K) YoY-
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	18.1K	QoQ +71.40% (+7.5K) YoY-	All Managers (Combined)	$2.2M	QoQ +26.18% (+$454.1K) YoY-
NOVO NORDISK A S(NVOcusip670100205)	24.4K	QoQ +55.27% (+8.7K) YoY-	All Managers (Combined)	$2.1M	QoQ +12.17% (+$228.0K) YoY-
(cusip45784N833)✕	83.1K	QoQ NEW(+83.1K) YoY-	All Managers (Combined)	$2.0M	QoQ NEW(+$2.0M) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	4.4K	QoQ +3.41% (+145) YoY-	All Managers (Combined)	$2.0M	QoQ +1.84% (+$36.1K) YoY-