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",
  "SMCI",
  "ARM",
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  "SNOW",
  "MU",
  "SCHL",
  "MPLX",
  "ACN",
  null,
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "PAA",
  "KSS",
  "GOOGL",
  "AIN",
  "VDE",
  null,
  "AXP",
  "JQC",
  "PINE",
  "AU",
  null,
  "AMRC",
  "TEAM",
  "ASML",
  "T",
  "BLK",
  null,
  null,
  null,
  null,
  "CAT",
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  "APP",
  "LOW",
  null,
  "CP.TO",
  "ARCC",
  null,
  "FELE",
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  "BSX",
  null,
  null,
  "CRON",
  null,
  null,
  "CMI",
  "LMND",
  "USA",
  null,
  null,
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  "D",
  "NICE",
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  null,
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  "MBWM",
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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,
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  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,
  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,
  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,
  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,
  null,
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  null,
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  null,
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  "MMC",
  "TLRY",
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  "MA",
  null,
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  null,
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  "HXL",
  "HEI",
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  "OXY",
  null,
  "ODFL",
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  null,
  null,
  null,
  "ORLY",
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  null,
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  "BX",
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  "DG",
  "IJR",
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  "ANET",
  "KLAC",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  null,
  null,
  "VGIT",
  "MMU",
  null,
  "AMH",
  null,
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "IRM",
  null,
  "VGSH",
  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",
  "SLB",
  "O",
  "SHEL",
  "RTX",
  "GLD",
  null,
  "SPYG",
  null,
  "BP",
  null,
  null,
  "SPLG",
  "IBM",
  "SYK",
  "SBUX",
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  "TEL",
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  "TGT",
  "TMO",
  "TJX",
  null,
  "TWLO",
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  "UBS",
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  "UAL",
  "UL",
  "UPS",
  "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",
  "GSK",
  null,
  null,
  "CHPT",
  null,
  "ETR",
  "BN.TO",
  "FSK",
  "AHR",
  null,
  "DD",
  "EA",
  "EW",
  "TT",
  "AGCO",
  "GPK",
  "VRT",
  null,
  "SAIA",
  "NFG",
  "PRI",
  null,
  "GM",
  "VNO",
  "UAA",
  "ACGL",
  null,
  "ALB",
  "AXON",
  "AMD",
  "SONY",
  "EL",
  "SDY",
  "FI",
  "NTRA",
  "WAB",
  "WSO",
  "VVV",
  "F",
  "DECK",
  "WEC",
  "DEO",
  "FTNT",
  "IWP",
  "IWR",
  "WCN",
  "FOUR",
  "TTC",
  null,
  "DPG",
  null,
  "AEP",
  "ES",
  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",
  null,
  null,
  null,
  null,
  null,
  "HBAN",
  null,
  "DKNG",
  "VGT",
  "VLO",
  null,
  "VGLT",
  "VTWO",
  "BNDX",
  null,
  "VLTO",
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  "V",
  null,
  "VST",
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  "WMT",
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  "WDC",
  "WFC",
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  null,
  null,
  "YUMC",
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  null,
  null,
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  null,
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  null,
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  "ET",
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  "LW",
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  "KIM",
  "LUMN",
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  null,
  "MFC",
  null,
  "TER",
  "SO",
  "ON",
  "SJM",
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  "CRM",
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  null,
  "DIA",
  null,
  "SPOT",
  null,
  "MANH",
  null,
  null,
  null,
  "JBGS",
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  null,
  null,
  "GEV",
  "MELI",
  "TRI.TO",
  "MCK",
  "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",
  "CCJ",
  "CDNS",
  "CTLP",
  "CG",
  "CCL",
  "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",
  "CSX",
  "CFR",
  "CYBR",
  "DHR",
  "DELL",
  "DE",
  "FANG",
  "DAL",
  null,
  "DFS",
  "RSP",
  null,
  "VOD",
  "USMV",
  "IWB",
  "NEE",
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  "MAR",
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  "EPD",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "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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45782C375

Shares:7

Value:$250

00768Y495

Shares:100

Value:$242

NERDWALLET, INC.

NRDS|64082B102

Shares:18

Value:$239

Milestone Pharmaceuticals Inc.

MIST|59935V107

Shares:100

Value:$236

33740F631

Shares:6

Value:$234

78464A359

Shares:3

Value:$234

45782C425

Shares:7

Value:$233

067901108

Shares:15

Value:$228

00888H836

Shares:7

Value:$223

316092717

Shares:9

Value:$218

Aurora Innovation, Inc.

AUROW|051774115

Shares:200

Value:$212

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:2

Value:$201

00888H208

Shares:6

Value:$197

00214Q708

Shares:5

Value:$185

316092782

Shares:3

Value:$185

MARKETWISE, INC.

MKTW|57064P107

Shares:289

Value:$164

SIRIUS XM HOLDINGS INC.

SIRI|829933100

Shares:7

Value:$160

78464A664

Shares:6

Value:$157

00214Q203

Shares:2

Value:$155

25460G831

Shares:4

Value:$146

Instrument	Shares		Other Manager	Value
(cusip45782C375)✕	7	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$250	QoQ +2.45% (+$6) YoY-
(cusip00768Y495)✕	100	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$242	QoQ -25.76% (-$84) YoY-
NERDWALLET, INC.(NRDScusip64082B102)	18	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$239	QoQ +4.36% (+$10) YoY-
Milestone Pharmaceuticals Inc.(MISTcusip59935V107)	100	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$236	QoQ +55.26% (+$84) YoY-
(cusip33740F631)✕	6	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$234	QoQ +2.18% (+$5) YoY-
(cusip78464A359)✕	3	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$234	QoQ +1.73% (+$4) YoY-
(cusip45782C425)✕	7	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$233	QoQ +2.19% (+$5) YoY-
(cusip067901108)✕	15	QoQ -6.25% (-1) YoY-	All Managers (Combined)	$228	QoQ -27.15% (-$85) YoY-
(cusip00888H836)✕	7	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$223	QoQ 0.00% (+$0) YoY-
(cusip316092717)✕	9	QoQ NEW(+9) YoY-	All Managers (Combined)	$218	QoQ NEW(+$218) YoY-
Aurora Innovation, Inc.(AUROWcusip051774115)	200	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$212	QoQ +27.71% (+$46) YoY-
UNITED PARCEL SERVICE INC(UPScusip911312106)	2	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$201	QoQ -6.51% (-$14) YoY-
(cusip00888H208)✕	6	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$197	QoQ +2.07% (+$4) YoY-
(cusip00214Q708)✕	5	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$185	QoQ +24.16% (+$36) YoY-
(cusip316092782)✕	3	QoQ NEW(+3) YoY-	All Managers (Combined)	$185	QoQ NEW(+$185) YoY-
MARKETWISE, INC.(MKTWcusip57064P107)	289	QoQ -94.53% (-5.0K) YoY-	All Managers (Combined)	$164	QoQ -95.35% (-$3.4K) YoY-
SIRIUS XM HOLDINGS INC.(SIRIcusip829933100)	7	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$160	QoQ -3.61% (-$6) YoY-
(cusip78464A664)✕	6	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$157	QoQ -9.77% (-$17) YoY-
(cusip00214Q203)✕	2	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$155	QoQ +27.04% (+$33) YoY-
(cusip25460G831)✕	4	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$146	QoQ -22.75% (-$43) YoY-