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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
AHRAmerican Healthcare Reit Inc Com Shs
Recent Activity
New Position
0.01%
$16,025
614 shares@ $26.1 avg price
SUSBIshares Tr Esg Awre 1 5 Yr
Recent Activity
New Position
0.01%
$15,725
625 shares@ $25.16 avg price
3899⤦Grayscale Bitcoin Mini Tr Btc Shs
Recent Activity
New Position
0.01%
$15,719
2,792 shares@ $5.64 avg price
PLTRPalantir Technologies Inc Cl A
Recent Activity
New Position
0.01%
$11,160
300 shares@ $37.2 avg price
GLBEGlobal-e Online Ltd Com Npv
Recent Activity
New Position
0.01%
$11,109
289 shares@ $38.44 avg price
TLNTalen Energy Corp Com
Recent Activity
New Position
0.01%
$10,873
61 shares@ $178.25 avg price
MMUWestern Asset Funds Inc Com Stk Usd0.001
Recent Activity
New Position
0.01%
$10,840
1,000 shares@ $10.84 avg price
BHVNBiohaven Ltd Com Npv
Recent Activity
New Position
0.01%
$10,094
202 shares@ $49.98 avg price
CPNGCoupang Inc Cl A
Recent Activity
New Position
0.01%
$9,697
395 shares@ $24.55 avg price
XLYConsumer Discretionary Select Sector Spdr Fund
Recent Activity
New Position
0.01%
$8,616
43 shares@ $200.38 avg price