Timothy Tenneriello

@Oliver Lagore Vanvalin Investment Group

Latest period2024 - Q3

Reported2mo 15d ago

Managed Assets$373.888M

Total holdings685

Assets growth rate7.27%

Assets growth rate (2-Q avg)4.77%

Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Oliver Lagore Vanvalin Investment Group's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 685 positions.

Assets under management

The assets under management (AUM) of Oliver Lagore Vanvalin Investment Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 373.888M in assets, with a quarterly growth rate of 7.27% and a 2-quarter average growth rate of 4.77%. The portfolio is managed by Timothy Tenneriello, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
KSEPInnovator Etfs Trust Us Small Cap Power Buffer Etf September Recent Activity New Position	0.53%	$1.977M 77,511 shares@ $25.51 avg price	New Position
IDXXIdexx Laboratories Inc Com Usd0.10 Recent Activity New Position	0.39%	$1.437M 2,845 shares@ $505.23 avg price	New Position
VLTOVeralto Corp Com Shs Recent Activity New Position	0.34%	$1.235M 11,045 shares@ $111.87 avg price	New Position
BJANInnovator Etfs Trust Us Eqty Bufr Jan Recent Activity New Position	0.04%	$142,800 3,067 shares@ $46.57 avg price	New Position
EDConsolidated Edison Inc Com Usd0.10 Recent Activity New Position	0.03%	$95,695 919 shares@ $104.13 avg price	New Position
7434⤦Proshares Tr Short S&p 500 Ne Recent Activity New Position	0.03%	$86,800 8,000 shares@ $10.85 avg price	New Position
CIENCiena Corp Recent Activity New Position	0.02%	$68,057 1,105 shares@ $61.6 avg price	New Position
FELGFidelity Enhanced Large Cap Growth Etf Recent Activity New Position	0.01%	$24,446 737 shares@ $33.17 avg price	New Position
ALABAstera Labs Inc Com Recent Activity New Position	0.01%	$21,532 411 shares@ $52.39 avg price	New Position
ETHEGrayscale Ethereum Tr Eth Shs Recent Activity New Position	0.01%	$20,555 939 shares@ $21.9 avg price	New Position