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",
  "AAL",
  "EXAS",
  "AVAV",
  "RBA.TO",
  "SMCI",
  "ARM",
  "FWONK",
  "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",
  "AVGO",
  "APP",
  "LOW",
  null,
  "CP.TO",
  "ARCC",
  null,
  "FELE",
  "BLW",
  "BSX",
  null,
  null,
  "CRON",
  null,
  null,
  "CMI",
  "LMND",
  "USA",
  null,
  null,
  "DUK",
  "PECO",
  "D",
  "NICE",
  "DT",
  null,
  "MARA",
  "ETJ",
  "ETY",
  "MBWM",
  "ROKU",
  "RIV",
  null,
  "UTG",
  "PDI",
  "QS",
  "PII",
  "FUN",
  null,
  null,
  null,
  null,
  null,
  "UE",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "DSU",
  "FCX",
  "BKT",
  null,
  "KODK",
  "ARKB",
  null,
  null,
  "GIS",
  "AMLX",
  "HON",
  "VXX",
  "HD",
  "HPQ",
  "CHW",
  null,
  null,
  "AZN",
  null,
  null,
  "MCD",
  null,
  "INTU",
  null,
  null,
  null,
  "FTF",
  "EVV",
  null,
  "FE",
  "UNP",
  null,
  null,
  "QCOM",
  null,
  "ISRG",
  null,
  "HEI-A",
  null,
  null,
  "HSBC",
  "EMXC",
  null,
  "GOF",
  "HLI",
  null,
  null,
  "AMAT",
  null,
  "RIVN",
  null,
  "EMR",
  null,
  "BCSF",
  "BKNG",
  null,
  null,
  "IFN",
  null,
  "NWL",
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  "MKTW",
  "MIST",
  "MYGN",
  "NRDS",
  "IVT",
  "HEFA",
  null,
  "NREF",
  "IVW",
  "OUST",
  "PAY",
  "IJH",
  "PMO",
  null,
  null,
  "SWK",
  null,
  "UHAL",
  null,
  null,
  null,
  null,
  "IQV",
  null,
  null,
  "RFI",
  null,
  null,
  "KMI",
  null,
  "MIY",
  null,
  "EVG",
  null,
  "LHX",
  "LRCX",
  "IWS",
  "LIN",
  null,
  null,
  "SCHY",
  null,
  "AWX",
  "EXG",
  null,
  "MPC",
  "MMC",
  "TLRY",
  "AUROW",
  "PWR",
  "MRVL",
  "MA",
  null,
  "RTO",
  "ALE",
  "BMI",
  "MSFT",
  null,
  "MDLZ",
  "CORZ",
  "TMUS",
  "EXC",
  "FCNCA",
  "BZFDW",
  "FTV",
  "GAB",
  "GE",
  "HXL",
  "HEI",
  "NVS",
  "OXY",
  null,
  "ODFL",
  "EMD",
  "IGD",
  null,
  null,
  null,
  "ORLY",
  "ICLR",
  null,
  "SMR",
  "BX",
  "HSY",
  "FPF",
  "DG",
  "IJR",
  "EFG",
  "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",
  "SNPS",
  "TEL",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  null,
  "TWLO",
  "TRV",
  "TYL",
  "UBS",
  "UBER",
  "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",
  "BIPC",
  null,
  "UA",
  "RACE",
  "NVO",
  "AMZN",
  "MSI",
  "NEA",
  "NIO",
  null,
  null,
  "CMS",
  null,
  "IVE",
  "LCID",
  "PFG",
  "SIRI",
  "LUV",
  null,
  "HOG",
  null,
  "HII",
  null,
  "TPL",
  null,
  null,
  null,
  null,
  null,
  "HBAN",
  null,
  "DKNG",
  "VGT",
  "VLO",
  null,
  "VGLT",
  "VTWO",
  "BNDX",
  null,
  "VLTO",
  "VTV",
  "VTRS",
  "V",
  null,
  "VST",
  "VIST",
  "WBD",
  "WMT",
  "WES",
  "WDC",
  "WFC",
  "WELL",
  "WMB",
  null,
  null,
  "YUMC",
  "YUM",
  "ZETA",
  null,
  null,
  "ESTC",
  "DTE",
  null,
  "AVNS",
  null,
  "AEM",
  "SCHD",
  "ET",
  "CHKP",
  "LW",
  "KEX",
  "KNX",
  "JKHY",
  "NSC",
  "KIM",
  "LUMN",
  "NXPI",
  null,
  "MFC",
  null,
  "TER",
  "SO",
  "ON",
  "SJM",
  "PSX",
  "CRM",
  "SCI",
  null,
  "DIA",
  null,
  "SPOT",
  null,
  "MANH",
  null,
  null,
  null,
  "JBGS",
  "MTUM",
  null,
  null,
  "GEV",
  "MELI",
  "TRI.TO",
  "MCK",
  "HESM",
  "SPYV",
  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",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "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

Search and click to pin securities to the top

Page 6 of 35

Sort by:

DT Midstream, Inc.

DTM|23345M107

Shares:3.4K

Value:$337.4K

25434V104

Shares:8.3K

Value:$334.9K

46436E718

Shares:3.3K

Value:$326.9K

464287408

IVE|464287408

Shares:1.6K

Value:$310.2K

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:2.4K

Value:$297.2K

ServiceNow, Inc.

NOW|81762P102

Shares:269

Value:$285.2K

Merck & Co., Inc.

MRK|58933Y105

Shares:2.8K

Value:$280.4K

HOME DEPOT, INC.

HD|437076102

Shares:720

Value:$280.1K

092528603

Shares:4.9K

Value:$254.2K

CMS ENERGY CORP

CMS|125896100

Shares:3.7K

Value:$249.6K

464287432

Shares:2.8K

Value:$248.2K

RTX Corp

RTX|75513E101

Shares:2.1K

Value:$240.0K

46434G764

EMXC|46434G764

Shares:4.1K

Value:$228.2K

45782C508

Shares:5.4K

Value:$227.6K

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:947

Value:$226.9K

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:3.8K

Value:$226.6K

81369Y803

XLK|81369Y803

Shares:925

Value:$215.1K

464287721

Shares:1.3K

Value:$212.0K

NIKE, Inc.

NKE|654106103

Shares:2.7K

Value:$206.5K

25434V583

Shares:3.8K

Value:$199.3K

Instrument	Shares		Other Manager	Value
DT Midstream, Inc.(DTMcusip23345M107)	3.4K	QoQ +73.69% (+1.4K) YoY-	All Managers (Combined)	$337.4K	QoQ +119.57% (+$183.8K) YoY-
(cusip25434V104)✕	8.3K	QoQ +155.67% (+5.0K) YoY-	All Managers (Combined)	$334.9K	QoQ +160.83% (+$206.5K) YoY-
(cusip46436E718)✕	3.3K	QoQ -23.04% (-976) YoY-	All Managers (Combined)	$326.9K	QoQ -23.36% (-$99.7K) YoY-
(IVEcusip464287408)	1.6K	QoQ +1.30% (-21) YoY-	All Managers (Combined)	$310.2K	QoQ -1.93% (-$6.1K) YoY-
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	2.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$297.2K	QoQ -9.20% (-$30.1K) YoY-
ServiceNow, Inc.(NOWcusip81762P102)	269	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$285.2K	QoQ +18.52% (+$44.6K) YoY-
Merck & Co., Inc.(MRKcusip58933Y105)	2.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$280.4K	QoQ -12.39% (-$39.7K) YoY-
HOME DEPOT, INC.(HDcusip437076102)	720	QoQ +4.80% (+33) YoY-	All Managers (Combined)	$280.1K	QoQ +0.61% (+$1.7K) YoY-
(cusip092528603)✕	4.9K	QoQ -1.41% (-70) YoY-	All Managers (Combined)	$254.2K	QoQ -4.18% (-$11.1K) YoY-
CMS ENERGY CORP(CMScusip125896100)	3.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$249.6K	QoQ -5.63% (-$14.9K) YoY-
(cusip464287432)✕	2.8K	QoQ +1.31% (-37) YoY-	All Managers (Combined)	$248.2K	QoQ -9.82% (-$27.0K) YoY-
RTX Corp(RTXcusip75513E101)	2.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$240.0K	QoQ -4.48% (-$11.3K) YoY-
(EMXCcusip46434G764)	4.1K	QoQ +5.00% (-196) YoY-	All Managers (Combined)	$228.2K	QoQ -4.74% (-$11.4K) YoY-
(cusip45782C508)✕	5.4K	QoQ +2.57% (+135) YoY-	All Managers (Combined)	$227.6K	QoQ +4.87% (+$10.6K) YoY-
PROGRESSIVE CORP/OH/(PGRcusip743315103)	947	QoQ +3.95% (-36) YoY-	All Managers (Combined)	$226.9K	QoQ -1.84% (-$4.3K) YoY-
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	3.8K	QoQ -0.18% (-7) YoY-	All Managers (Combined)	$226.6K	QoQ +11.02% (-$22.5K) YoY-
(XLKcusip81369Y803)	925	QoQ +2.09% (+19) YoY-	All Managers (Combined)	$215.1K	QoQ +5.09% (+$10.4K) YoY-
(cusip464287721)✕	1.3K	QoQ -7.64% (-110) YoY-	All Managers (Combined)	$212.0K	QoQ -2.82% (-$6.2K) YoY-
NIKE, Inc.(NKEcusip654106103)	2.7K	QoQ +0.03% (-1) YoY-	All Managers (Combined)	$206.5K	QoQ -14.37% (-$34.7K) YoY-
(cusip25434V583)✕	3.8K	QoQ +175.93% (+2.4K) YoY-	All Managers (Combined)	$199.3K	QoQ +164.58% (+$124.0K) YoY-