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",
  "GLBE",
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  "EXAS",
  "AVAV",
  "RBA.TO",
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  "SNOW",
  "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,
  "CAT",
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  null,
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  null,
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  "BSX",
  null,
  null,
  "CRON",
  null,
  null,
  "CMI",
  "LMND",
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  null,
  null,
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  "D",
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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,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "DSU",
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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,
  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,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
  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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  "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",
  "GSBD",
  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",
  "SPGI",
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
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  "O",
  "SHEL",
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  null,
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  null,
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  null,
  null,
  "SPLG",
  "IBM",
  "SYK",
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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,
  null,
  "NRP",
  "TTE",
  null,
  "MMT",
  null,
  "XLB",
  null,
  null,
  "IEF",
  null,
  "TSM",
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  null,
  null,
  "CHPT",
  null,
  "ETR",
  "BN.TO",
  "FSK",
  "AHR",
  null,
  "DD",
  "EA",
  "EW",
  "TT",
  "AGCO",
  "GPK",
  "VRT",
  null,
  "SAIA",
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  "PRI",
  null,
  "GM",
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  "UAA",
  "ACGL",
  null,
  "ALB",
  "AXON",
  "AMD",
  "SONY",
  "EL",
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  "FI",
  "NTRA",
  "WAB",
  "WSO",
  "VVV",
  "F",
  "DECK",
  "WEC",
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  "IWP",
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  "FOUR",
  "TTC",
  null,
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  null,
  "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,
  "HBAN",
  null,
  "DKNG",
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  "VLO",
  null,
  "VGLT",
  "VTWO",
  "BNDX",
  null,
  "VLTO",
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  "V",
  null,
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  "WMT",
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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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  "LW",
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  "KNX",
  "JKHY",
  "NSC",
  "KIM",
  "LUMN",
  "NXPI",
  null,
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  null,
  "TER",
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  "ON",
  "SJM",
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  "SCI",
  null,
  "DIA",
  null,
  "SPOT",
  null,
  "MANH",
  null,
  null,
  null,
  "JBGS",
  "MTUM",
  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",
  "BBY",
  null,
  null,
  null,
  "BA",
  "BHF",
  "BMY",
  "BRCC",
  "CACI",
  "AI",
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  "CDNS",
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  "CSL",
  "CAVA",
  "CELH",
  "CVX",
  "LNG",
  "CHTR",
  "CIEN",
  "CMG",
  "CHD",
  "CSCO",
  "CLH",
  "C",
  "KO",
  "COIN",
  "CMCO",
  "CMCSA",
  "CL",
  "COP",
  "ROAD",
  "CWCO",
  "CEG",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CNM",
  "CRH",
  "CRSP",
  "CRWD",
  "CVS",
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  "CFR",
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  "DHR",
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  "DE",
  "FANG",
  "DAL",
  null,
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  null,
  "VOD",
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  "IWB",
  "NEE",
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  "MAR",
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  "DIS",
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  "GOOG",
  "XOM",
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  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "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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46138E339

Shares:19

Value:$1.8K

JBG SMITH Properties

JBGS|46590V100

Shares:117

Value:$1.8K

NIO Inc.

NIO|62914V106

Shares:400

Value:$1.7K

KIMCO REALTY CORP

KIM|49446R109

Shares:74

Value:$1.7K

808524672

SCHY|808524672

Shares:75

Value:$1.7K

C3.ai, Inc.

AI|12468P104

Shares:50

Value:$1.7K

92204A306

VDE|92204A306

Shares:14

Value:$1.7K

KOHLS Corp

KSS|500255104

Shares:120

Value:$1.7K

MARA Holdings, Inc.

MARA|565788106

Shares:100

Value:$1.7K

808524201

SCHX|808524201

Shares:72

Value:$1.7K

Under Armour, Inc.

UAA|904311107

Shares:200

Value:$1.7K

464287341

Shares:41

Value:$1.6K

BROOKFIELD Corp /ON/

BN.TO|11271J107

Shares:27

Value:$1.5K

Warner Bros. Discovery, Inc.

WBD|934423104

Shares:145

Value:$1.5K

Under Armour, Inc.

UA|904311206

Shares:201

Value:$1.5K

Ark 21Shares Bitcoin ETF

ARKB|040919102

Shares:16

Value:$1.5K

QuantumScape Corp

QS|74767V109

Shares:280

Value:$1.5K

VALVOLINE INC

VVV|92047W101

Shares:40

Value:$1.4K

92203J407

BNDX|92203J407

Shares:28

Value:$1.4K

Organon & Co.

OGN|68622V106

Shares:92

Value:$1.4K

Instrument	Shares		Other Manager	Value
(cusip46138E339)✕	19	QoQ NEW(+19) YoY-	All Managers (Combined)	$1.8K	QoQ NEW(+$1.8K) YoY-
JBG SMITH Properties(JBGScusip46590V100)	117	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.8K	QoQ -12.07% (-$247) YoY-
NIO Inc.(NIOcusip62914V106)	400	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.7K	QoQ -34.70% (-$928) YoY-
KIMCO REALTY CORP(KIMcusip49446R109)	74	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.7K	QoQ +0.87% (+$15) YoY-
(SCHYcusip808524672)	75	QoQ -25.00% (-25) YoY-	All Managers (Combined)	$1.7K	QoQ -33.74% (-$883) YoY-
C3.ai, Inc.(AIcusip12468P104)	50	QoQ -(+50) YoY-	All Managers (Combined)	$1.7K	QoQ +86100.00% (+$1.7K) YoY-
(VDEcusip92204A306)	14	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.7K	QoQ -0.99% (-$17) YoY-
KOHLS Corp(KSScusip500255104)	120	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.7K	QoQ -33.45% (-$847) YoY-
MARA Holdings, Inc.(MARAcusip565788106)	100	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.7K	QoQ +3.39% (+$55) YoY-
(SCHXcusip808524201)	72	QoQ +200.00% (+48) YoY-	All Managers (Combined)	$1.7K	QoQ +2.51% (+$41) YoY-
Under Armour, Inc.(UAAcusip904311107)	200	QoQ NEW(+200) YoY-	All Managers (Combined)	$1.7K	QoQ NEW(+$1.7K) YoY-
(cusip464287341)✕	41	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.6K	QoQ -5.72% (-$95) YoY-
BROOKFIELD Corp /ON/(BN.TOcusip11271J107)	27	QoQ -20.58% (-7) YoY-	All Managers (Combined)	$1.5K	QoQ -13.99% (-$252) YoY-
Warner Bros. Discovery, Inc.(WBDcusip934423104)	145	QoQ +2.83% (+4) YoY-	All Managers (Combined)	$1.5K	QoQ +31.81% (+$370) YoY-
Under Armour, Inc.(UAcusip904311206)	201	QoQ NEW(+201) YoY-	All Managers (Combined)	$1.5K	QoQ NEW(+$1.5K) YoY-
Ark 21Shares Bitcoin ETF(ARKBcusip040919102)	16	QoQ -46.66% (-14) YoY-	All Managers (Combined)	$1.5K	QoQ -21.63% (-$412) YoY-
QuantumScape Corp(QScusip74767V109)	280	QoQ -1.06% (-3) YoY-	All Managers (Combined)	$1.5K	QoQ -10.69% (-$174) YoY-
VALVOLINE INC(VVVcusip92047W101)	40	QoQ +33.33% (+10) YoY-	All Managers (Combined)	$1.4K	QoQ +15.26% (+$192) YoY-
(BNDXcusip92203J407)	28	QoQ -50.87% (-29) YoY-	All Managers (Combined)	$1.4K	QoQ -51.73% (-$1.5K) YoY-
Organon & Co.(OGNcusip68622V106)	92	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.4K	QoQ -21.98% (-$387) YoY-