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
NVDANvidia Corporation Com Recent Activity Decreased -28.61%	0.59%	$2.188M 18,015 shares@ $121.45 avg price	Decreased -28.61%
ADBEAdobe Inc Com Recent Activity Decreased -19.07%	0.55%	$2.039M 3,938 shares@ $517.72 avg price	Decreased -19.07%
BRK.BBerkshire Hathaway Inc Com Usd0.0033 Class B Recent Activity Decreased -6.21%	0.53%	$1.952M 4,242 shares@ $460.27 avg price	Decreased -6.21%
FIFiserv Inc Com Stk Usd0.01 Recent Activity Decreased -18.96%	0.52%	$1.913M 10,648 shares@ $179.65 avg price	Decreased -18.96%
NVONovo Nordisk A S Adr-each Cnv Into 1 Class B Dkk1 Recent Activity Decreased -4.22%	0.51%	$1.873M 15,727 shares@ $119.07 avg price	Decreased -4.22%
PANWPalo Alto Networks Inc Com Usd0.0001 Recent Activity Decreased -2.08%	0.48%	$1.784M 5,220 shares@ $341.77 avg price	Decreased -2.08%
TYLTyler Technologies Inc Recent Activity Decreased -20.72%	0.45%	$1.645M 2,819 shares@ $583.69 avg price	Decreased -20.72%
OXYOccidental Pete Corp Com Recent Activity Decreased -2.5%	0.45%	$1.645M 31,920 shares@ $51.54 avg price	Decreased -2.5%
HRTSTema Etf Trust Tema Obesity & Cardiometabolic Etf Recent Activity Decreased -69.13%	0.42%	$1.551M 46,174 shares@ $33.61 avg price	Decreased -69.13%
IVVIshares Core S&p 500 Etf Recent Activity Decreased -16.8%	0.42%	$1.533M 2,658 shares@ $576.78 avg price	Decreased -16.8%