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Timothy Tenneriello

@Oliver Lagore Vanvalin Investment Group

Latest period2024 - Q3ReportedManaged Assets$373.888MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAAUGoldman Sachs Physical Gold Unit
Recent Activity
Decreased -51.74%
1.65%
$6.147M
236,208 shares@ $26.03 avg price
AMZNAmazon.com Inc
Recent Activity
Increased 5.81%
1.5%
$5.573M
29,911 shares@ $186.34 avg price
JPSTJ P Morgan Exchange Traded Fd Ultra Shrt Inc
Recent Activity
Increased 2.67%
1.47%
$5.467M
107,736 shares@ $50.75 avg price
ONEQFidelity Nasdaq Composite Index Etf
Recent Activity
Increased 6.12%
1.45%
$5.415M
75,629 shares@ $71.6 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.2%
1.22%
$4.548M
10,570 shares@ $430.3 avg price
QQQInvesco Qqq Tr Unit Ser 1
Recent Activity
Decreased -85.45%
1.19%
$4.422M
9,061 shares@ $488.07 avg price
AAPLApple Inc
Recent Activity
Decreased -12.71%
1.16%
$4.307M
18,485 shares@ $233.01 avg price
GOOGLAlphabet Inc Cap Stk Cl A
Recent Activity
Increased 8.64%
1.02%
$3.778M
22,781 shares@ $165.86 avg price
XLVHealth Care Select Sector Spdr Fund
Recent Activity
Increased 201.98%
0.97%
$3.61M
23,439 shares@ $154.03 avg price
METAMeta Platforms Inc Class A Common Stock
Recent Activity
Decreased -13.77%
0.91%
$3.401M
5,942 shares@ $572.44 avg price