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",
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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",
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  null,
  "CP.TO",
  "ARCC",
  null,
  "FELE",
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  "BSX",
  null,
  null,
  "CRON",
  null,
  null,
  "CMI",
  "LMND",
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  null,
  null,
  "DUK",
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  "D",
  "NICE",
  "DT",
  null,
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  "ETY",
  "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,
  "DSU",
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  null,
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  null,
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  "GIS",
  "AMLX",
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  null,
  null,
  "AZN",
  null,
  null,
  "MCD",
  null,
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  null,
  null,
  null,
  "FTF",
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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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  "EMXC",
  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,
  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
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  "PAY",
  "IJH",
  "PMO",
  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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  "LIN",
  null,
  null,
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  null,
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  null,
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  "MRVL",
  "MA",
  null,
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  null,
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  "HXL",
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  "OXY",
  null,
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  null,
  null,
  null,
  "ORLY",
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  null,
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  "ANET",
  "KLAC",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  null,
  null,
  "VGIT",
  "MMU",
  null,
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  null,
  null,
  null,
  null,
  "PANW",
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  "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",
  "TRV",
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  "UAL",
  "UL",
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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",
  "GSK",
  null,
  null,
  "CHPT",
  null,
  "ETR",
  "BN.TO",
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  "AHR",
  null,
  "DD",
  "EA",
  "EW",
  "TT",
  "AGCO",
  "GPK",
  "VRT",
  null,
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  "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",
  "RACE",
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  "NEA",
  "NIO",
  null,
  null,
  "CMS",
  null,
  "IVE",
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  "PFG",
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  "LUV",
  null,
  "HOG",
  null,
  "HII",
  null,
  "TPL",
  null,
  null,
  null,
  null,
  null,
  "HBAN",
  null,
  "DKNG",
  "VGT",
  "VLO",
  null,
  "VGLT",
  "VTWO",
  "BNDX",
  null,
  "VLTO",
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  "VTRS",
  "V",
  null,
  "VST",
  "VIST",
  "WBD",
  "WMT",
  "WES",
  "WDC",
  "WFC",
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  "WMB",
  null,
  null,
  "YUMC",
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  null,
  null,
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  null,
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  null,
  "AEM",
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  "ET",
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  "LW",
  "KEX",
  "KNX",
  "JKHY",
  "NSC",
  "KIM",
  "LUMN",
  "NXPI",
  null,
  "MFC",
  null,
  "TER",
  "SO",
  "ON",
  "SJM",
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  "CRM",
  "SCI",
  null,
  "DIA",
  null,
  "SPOT",
  null,
  "MANH",
  null,
  null,
  null,
  "JBGS",
  "MTUM",
  null,
  null,
  "GEV",
  "MELI",
  "TRI.TO",
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  "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",
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  "CDNS",
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  "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",
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  "DHR",
  "DELL",
  "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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  "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

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46432F396

MTUM|46432F396

Shares:696

Value:$144.1K

EVERSOURCE ENERGY

ES|30040W108

Shares:2.5K

Value:$143.7K

66538H534

Shares:3.6K

Value:$139.1K

CUMMINS INC

CMI|231021106

Shares:397

Value:$138.4K

CIENA CORP

CIEN|171779309

Shares:1.6K

Value:$136.6K

TERADYNE, INC

TER|880770102

Shares:1.1K

Value:$136.3K

American Homes 4 Rent

AMH|02665T306

Shares:3.6K

Value:$135.9K

Philip Morris International Inc.

PM|718172109

Shares:1.1K

Value:$135.4K

Nuveen S&P 500 BuyWrite Income Fund

BXMX|6706ER101

Shares:9.6K

Value:$134.3K

QUALCOMM INC/DE

QCOM|747525103

Shares:856

Value:$131.4K

PINNACLE FINANCIAL PARTNERS INC

PNFP|72346Q104

Shares:1.1K

Value:$130.1K

46428Q109

Shares:4.9K

Value:$129.6K

46434G103

IEMG|46434G103

Shares:2.5K

Value:$129.5K

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:563

Value:$127.1K

MASCO CORP /DE/

MAS|574599106

Shares:1.8K

Value:$127.1K

KIRBY CORP

KEX|497266106

Shares:1.2K

Value:$125.6K

INTEL CORP

INTC|458140100

Shares:6.1K

Value:$123.2K

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:2.5K

Value:$123.2K

887432359

Shares:2.9K

Value:$122.6K

GRAPHIC PACKAGING HOLDING CO

GPK|388689101

Shares:4.5K

Value:$122.0K

Instrument	Shares		Other Manager	Value
(MTUMcusip46432F396)	696	QoQ NEW(+696) YoY-	All Managers (Combined)	$144.1K	QoQ NEW(+$144.1K) YoY-
EVERSOURCE ENERGY(EScusip30040W108)	2.5K	QoQ NEW(+2.5K) YoY-	All Managers (Combined)	$143.7K	QoQ NEW(+$143.7K) YoY-
(cusip66538H534)✕	3.6K	QoQ -25.81% (-1.2K) YoY-	All Managers (Combined)	$139.1K	QoQ -29.02% (-$56.9K) YoY-
CUMMINS INC(CMIcusip231021106)	397	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$138.4K	QoQ +7.66% (+$9.8K) YoY-
CIENA CORP(CIENcusip171779309)	1.6K	QoQ +45.79% (+506) YoY-	All Managers (Combined)	$136.6K	QoQ +100.75% (+$68.6K) YoY-
TERADYNE, INC(TERcusip880770102)	1.1K	QoQ +95.66% (+529) YoY-	All Managers (Combined)	$136.3K	QoQ +83.91% (+$62.2K) YoY-
American Homes 4 Rent(AMHcusip02665T306)	3.6K	QoQ +14.46% (+459) YoY-	All Managers (Combined)	$135.9K	QoQ +11.54% (+$14.1K) YoY-
Philip Morris International Inc.(PMcusip718172109)	1.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$135.4K	QoQ -0.86% (-$1.2K) YoY-
Nuveen S&P 500 BuyWrite Income Fund(BXMXcusip6706ER101)	9.6K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$134.3K	QoQ +1.96% (+$2.6K) YoY-
QUALCOMM INC/DE(QCOMcusip747525103)	856	QoQ +431.67% (+695) YoY-	All Managers (Combined)	$131.4K	QoQ +379.74% (+$104.0K) YoY-
PINNACLE FINANCIAL PARTNERS INC(PNFPcusip72346Q104)	1.1K	QoQ +40.71% (+329) YoY-	All Managers (Combined)	$130.1K	QoQ +64.28% (+$50.9K) YoY-
(cusip46428Q109)✕	4.9K	QoQ -20.37% (-1.3K) YoY-	All Managers (Combined)	$129.6K	QoQ -26.20% (-$46.0K) YoY-
(IEMGcusip46434G103)	2.5K	QoQ -5.38% (-141) YoY-	All Managers (Combined)	$129.5K	QoQ -13.94% (-$21.0K) YoY-
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	563	QoQ +0.17% (+1) YoY-	All Managers (Combined)	$127.1K	QoQ +9.29% (+$10.8K) YoY-
MASCO CORP /DE/(MAScusip574599106)	1.8K	QoQ +14.59% (-223) YoY-	All Managers (Combined)	$127.1K	QoQ -0.91% (-$1.2K) YoY-
KIRBY CORP(KEXcusip497266106)	1.2K	QoQ +16.14% (+165) YoY-	All Managers (Combined)	$125.6K	QoQ +0.36% (+$462) YoY-
INTEL CORP(INTCcusip458140100)	6.1K	QoQ +0.03% (-2) YoY-	All Managers (Combined)	$123.2K	QoQ -14.50% (-$20.9K) YoY-
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	2.5K	QoQ -92.18% (-29.4K) YoY-	All Managers (Combined)	$123.2K	QoQ -92.51% (-$1.5M) YoY-
(cusip887432359)✕	2.9K	QoQ -28.66% (-1.1K) YoY-	All Managers (Combined)	$122.6K	QoQ -30.54% (-$53.9K) YoY-
GRAPHIC PACKAGING HOLDING CO(GPKcusip388689101)	4.5K	QoQ -16.10% (-862) YoY-	All Managers (Combined)	$122.0K	QoQ -22.98% (-$36.4K) YoY-