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Valeo Financial Advisors

Latest statistics and disclosures from Valeo Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, IJR, IJH, AAPL, IEMG, and represent 35.50% of Valeo Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: JCPB (+$52M), FBND (+$32M), LLY (+$28M), IJH (+$18M), AAPL (+$17M), MSFT (+$14M), VGIT, IJR, VOO, IVV.
Started 53 new stock positions in MBLY, XLG, MOH, ACM, XBI, FNDF, LVS, MLI, FRME, LW.
Reduced shares in these 10 stocks: VCSH (-$9.9M), SPY (-$6.7M), VGSH (-$6.6M), RSP (-$6.2M), EFA, VUG, MSTR, QQQ, COST, IEFA.
Sold out of its positions in AWK, BUD, Arista Networks, BANC, BAX, BIIB, HRB, BWA, CE, DG.
Valeo Financial Advisors was a net buyer of stock by $155M.
Valeo Financial Advisors has $3.6B in assets under management (AUM), dropping by 2.43%.
Central Index Key (CIK): 0001722641

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Portfolio Holdings for Valeo Financial Advisors

Valeo Financial Advisors holds 690 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Valeo Financial Advisors has 690 total positions. Only the first 250 positions are shown.

Sign up to view all of the Valeo Financial Advisors Dec. 31, 2024 positions
Download the Valeo Financial Advisors December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Etf (SPY)	15.5	$557M		969k	575.28	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	6.5	$232M		2.1M	108.95	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	5.4	$196M	+9%	3.1M	62.31	View chart
Apple Stock (AAPL)	4.1	$149M	+12%	738k	201.68	View chart
Ishares Core Msci Emerging Mkts Etf (IEMG)	3.9	$142M		2.7M	52.22	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	3.2	$115M	-5%	656k	175.23	View chart
Ishares S&p 500 Index Etf (IVV)	3.1	$110M	+2%	187k	588.68	View chart
Prologis Share Beneficial Int Reit (PLD)	3.0	$107M		1.0M	105.70	View chart
Eli Lilly & Co Stock (LLY)	2.6	$95M	+42%	163k	582.62	View chart
Microsoft Stock (MSFT)	2.3	$84M	+20%	271k	308.28	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	2.3	$81M	+5%	1.4M	58.00	View chart
Nvidia Corp Stock (NVDA)	2.0	$73M		544k	134.43	View chart
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)	2.0	$70M	-12%	1.2M	56.41	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	1.9	$68M	+312%	1.5M	46.07	View chart
Amazon.com Stock (AMZN)	1.8	$63M		302k	208.15	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.5	$53M		295k	179.20	View chart
Ishares Msci Eafe Etf Etf (EFA)	1.3	$45M	-7%	600k	75.61	View chart
Ishares Core Msci Eafe Etf (IEFA)	1.2	$44M	-2%	625k	70.28	View chart
Fidelity Total Bond Etf Etf (FBND)	1.2	$42M	+322%	943k	44.87	View chart
Google Stock (GOOGL)	1.2	$42M		255k	163.40	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.0	$35M	+8%	66k	538.81	View chart
Jpmorgan Chase & Co Stock (JPM)	1.0	$35M		172k	205.67	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.8	$30M	-3%	684k	44.04	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.7	$26M	+3%	551k	47.82	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.7	$25M		171k	145.59	View chart
Meta Platforms Inc Cl A Stock (META)	0.7	$25M		81k	302.19	View chart
Tesla Motors Stock (TSLA)	0.6	$23M	-4%	57k	403.84	View chart
Powershares Qqq Tr Etf (QQQ)	0.6	$23M	-7%	44k	511.23	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.6	$20M		92k	220.96	View chart
Visa Stock (V)	0.5	$19M		61k	316.04	View chart
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)	0.5	$17M		490k	34.75	View chart
Procter And Gamble Stock (PG)	0.4	$15M	+2%	90k	167.65	View chart
Oracle Corporation Stock (ORCL)	0.4	$14M	+2%	83k	166.64	View chart
Broadcom Stock (AVGO)	0.4	$14M	+4%	59k	231.84	View chart
Walmart Stock (WMT)	0.4	$13M		144k	90.35	View chart
Johnson & Johnson Stock (JNJ)	0.4	$13M	+17%	134k	97.26	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.4	$13M	-2%	32k	401.58	View chart
Mastercard Stock (MA)	0.3	$12M		24k	526.57	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$12M		113k	107.57	View chart
Costco Wholesale Corp Stock (COST)	0.3	$12M	-9%	13k	916.24	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.3	$12M	-4%	257k	44.92	View chart
Salesforce Stock (CRM)	0.3	$11M		80k	140.77	View chart
Home Depot Stock (HD)	0.3	$11M	-2%	27k	389.00	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.3	$9.5M		14.00	680920.00	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$9.2M	-2%	32k	289.81	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.2	$8.7M	+14%	174k	50.13	View chart
Bank America Corp Stock (BAC)	0.2	$8.6M		233k	36.98	View chart
Abbvie Stock (ABBV)	0.2	$8.4M		82k	102.25	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$8.3M		45k	185.13	View chart
Merchants Bancorp Ind Stock (MBIN)	0.2	$8.2M	+3%	225k	36.47	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$8.2M	-19%	20k	410.44	View chart
Pepsico Stock (PEP)	0.2	$8.0M		81k	99.03	View chart
Disney Walt Stock (DIS)	0.2	$7.8M		101k	77.82	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$7.7M	+7%	16k	485.94	View chart
Mcdonalds Corp Stock (MCD)	0.2	$7.4M	+8%	25k	289.88	View chart
Caterpillar Stock (CAT)	0.2	$7.2M	-11%	20k	362.76	View chart
Unitedhealth Group Stock (UNH)	0.2	$7.1M	-6%	14k	505.85	View chart
Merck & Co Stock (MRK)	0.2	$7.0M	-3%	89k	78.45	View chart
Rtx Corporation Stock (RTX)	0.2	$6.9M	-3%	87k	79.45	View chart
Netflix Stock (NFLX)	0.2	$6.7M		7.5k	891.37	View chart
Vanguard Value Etf Etf (VTV)	0.2	$6.5M	-11%	39k	169.30	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.2	$6.3M	+25%	88k	71.91	View chart
Chevron Corp Stock (CVX)	0.2	$6.3M	-2%	44k	144.84	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.2	$6.1M	-4%	110k	55.45	View chart
Technology Select Sector Spdr Etf (XLK)	0.2	$6.0M	+3%	26k	232.52	View chart
Ishares Aggregate Bond Etf Etf (AGG)	0.2	$5.8M	+4%	60k	96.90	View chart
Cisco Sys Stock (CSCO)	0.2	$5.7M		96k	59.20	View chart
Taiwan Semiconductor Manufacturing Adr (TSM)	0.2	$5.6M	-3%	29k	197.49	View chart
Amgen Stock (AMGN)	0.2	$5.6M	+4%	45k	124.12	View chart
Coca Cola Stock (KO)	0.2	$5.4M	-3%	116k	46.77	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.1	$5.4M		42k	128.82	View chart
Palo Alto Networks Stock (PANW)	0.1	$5.4M	+97%	29k	181.96	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$5.0M	-8%	120k	41.82	View chart
Goldman Sachs Group Stock (GS)	0.1	$5.0M	-2%	28k	179.97	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$4.9M	+10%	42k	117.48	View chart
Philip Morris Intl Stock (PM)	0.1	$4.8M		40k	120.35	View chart
Ishares Trust Russell 3000 Index Etf (IWV)	0.1	$4.8M		14k	334.25	View chart
Boeing Stock (BA)	0.1	$4.8M	+2%	56k	85.65	View chart
Pfizer Stock (PFE)	0.1	$4.8M	-6%	203k	23.45	View chart
American Express Stock (AXP)	0.1	$4.7M		16k	296.79	View chart
Honeywell Intl Stock (HON)	0.1	$4.7M	-4%	21k	225.89	View chart
Citigroup Stock (C)	0.1	$4.6M		66k	70.39	View chart
Ishares Tr Russell 1000 Index Etf Etf (IWB)	0.1	$4.6M	-2%	14k	322.17	View chart
Verizon Communications Stock (VZ)	0.1	$4.2M	+6%	105k	39.99	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$4.2M	-5%	12k	342.16	View chart
Energy Transfer Equity L P Com Unit Ltd Partnership Stock (ET)	0.1	$4.1M	-13%	256k	15.90	View chart
Cummins Stock (CMI)	0.1	$4.0M	-11%	12k	348.61	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$4.0M	-4%	27k	146.90	View chart
Eaton Corp Stock (ETN)	0.1	$3.8M	+2%	12k	331.88	View chart
Financial Select Sector Spdr Etf (XLF)	0.1	$3.8M		79k	48.33	View chart
Vanguard Mid Cap Etf (VO)	0.1	$3.8M	+7%	14k	264.13	View chart
Fedex Corp Stock (FDX)	0.1	$3.8M	-4%	13k	281.33	View chart
Abbott Labs Stock (ABT)	0.1	$3.6M		32k	113.11	View chart
Blackrock Stock (BLK)	0.1	$3.5M		3.4k	1025.21	View chart
Adobe Sys Stock (ADBE)	0.1	$3.5M	+7%	7.9k	444.68	View chart
Ishares Tr High Divid Equity Etf (HDV)	0.1	$3.5M		185k	18.98	View chart
Union Pac Corp Stock (UNP)	0.1	$3.5M	-3%	15k	228.03	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$3.5M	+25%	46k	75.63	View chart
Vanguard Small Cap Etf Etf (VB)	0.1	$3.5M	+11%	15k	240.28	View chart
Wells Fargo Stock (WFC)	0.1	$3.4M		49k	70.24	View chart
Deere & Co Stock (DE)	0.1	$3.4M		8.0k	423.73	View chart
Eldridge Bbb-b Clo Etf Etf (CLOZ)	0.1	$3.3M	-3%	124k	26.95	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$3.3M		17k	190.88	View chart
Ge Aerospace Stock (GE)	0.1	$3.3M	+10%	20k	166.79	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$3.3M		32k	101.53	View chart
At&t Stock (T)	0.1	$3.3M		143k	22.77	View chart
United Parcel Service Stock (UPS)	0.1	$3.3M	-7%	26k	126.10	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$3.2M	+2%	54k	58.93	View chart
Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX)	0.1	$3.1M	+192%	135k	23.18	View chart
Danaher Corp Stock (DHR)	0.1	$3.1M	-2%	14k	229.55	View chart
Intl Business Machines Stock (IBM)	0.1	$3.1M		14k	219.83	View chart
Novo-nordisk A/s Adr Adr Cmn Adr (NVO)	0.1	$3.0M	-9%	34k	86.02	View chart
Vertex Pharmaceuticals In Stock (VRTX)	0.1	$2.9M	+13%	7.3k	402.69	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.1	$2.9M	-69%	50k	58.18	View chart
Qualcomm Stock (QCOM)	0.1	$2.9M		43k	66.78	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$2.9M	-12%	92k	31.36	View chart
Advanced Micro Devices Stock (AMD)	0.1	$2.9M	+13%	24k	120.79	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.1	$2.9M	-9%	13k	220.99	View chart
Charles Schwab Corp Stock (SCHW)	0.1	$2.9M		39k	74.01	View chart
Accenture Plc Class A Stock (ACN)	0.1	$2.8M		8.0k	351.77	View chart
Stryker Corp Stock (SYK)	0.1	$2.8M	-3%	7.8k	360.05	View chart
Starbucks Corp Stock (SBUX)	0.1	$2.8M	-2%	61k	45.93	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$2.8M	+7%	32k	87.90	View chart
Equinix Reit (EQIX)	0.1	$2.6M		2.8k	942.92	View chart
Conocophillips Stock (COP)	0.1	$2.6M	+11%	26k	99.17	View chart
Ishares Dj Select Dividend Etf (DVY)	0.1	$2.6M		20k	131.29	View chart
Tjx Cos Stock (TJX)	0.1	$2.5M		21k	120.81	View chart
Gitlab Inc Class A Stock (GTLB)	0.1	$2.5M		44k	56.35	View chart
Consumer Discretionary Sel Sector Spdr Etf (XLY)	0.1	$2.5M	+223%	33k	73.69	View chart
Blackstone Group Stock (BX)	0.1	$2.4M		14k	172.42	View chart
Lowes Cos Stock (LOW)	0.1	$2.4M		9.6k	246.80	View chart
Ares Management Corporation Cl A Com Stk Stock (ARES)	0.1	$2.3M		13k	177.03	View chart
Ishares Tr Russell Midcap Index Etf (IWR)	0.1	$2.3M	+4%	26k	88.40	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$2.3M	+13%	38k	59.73	View chart
Vanguard Information Technology Etf (VGT)	0.1	$2.3M		3.6k	621.80	View chart
Automatic Data Processing Stock (ADP)	0.1	$2.3M	+3%	7.7k	292.71	View chart
Target Corp Stock (TGT)	0.1	$2.3M	-13%	17k	135.18	View chart
Energy Select Sector Spdr Etf (XLE)	0.1	$2.2M	-6%	26k	85.66	View chart
Hillenbrand Incorporated Stock (HI)	0.1	$2.2M		72k	30.78	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$2.2M		4.3k	520.23	View chart
S&p Global Stock (SPGI)	0.1	$2.2M		4.4k	498.04	View chart
Altria Group Stock (MO)	0.1	$2.2M	-2%	42k	52.29	View chart
Texas Instrs Stock (TXN)	0.1	$2.2M	+16%	12k	187.50	View chart
Servicenow Stock (NOW)	0.1	$2.2M	+3%	2.1k	1060.12	View chart
Intuitive Surgical Stock (ISRG)	0.1	$2.2M		4.2k	521.93	View chart
Spdr Gold Etf Etf (GLD)	0.1	$2.2M	+29%	9.0k	242.12	View chart
Intel Corp Stock (INTC)	0.1	$2.1M	-9%	109k	19.68	View chart
Shopify Inc Cl A Stock (SHOP)	0.1	$2.1M	+16%	20k	106.33	View chart
Ge Vernova Stock (GEV)	0.1	$2.1M	+3%	6.5k	328.91	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.1	$2.1M	+203%	89k	23.68	View chart
Morgan Stanley Stock (MS)	0.1	$2.1M		17k	125.72	View chart
Duke Energy Corp Stock (DUK)	0.1	$2.1M		19k	107.74	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.1	$2.1M	+405%	8.5k	242.14	View chart
Snowflake Inc Cl A Stock (SNOW)	0.1	$2.1M	-15%	13k	154.41	View chart
Nextera Energy Stock (NEE)	0.1	$2.0M		28k	71.69	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$2.0M	+8%	54k	36.99	View chart
Hershey Stock (HSY)	0.1	$2.0M	+3%	12k	169.35	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$1.9M	+487%	71k	27.32	View chart
Boston Scientific Corp Stock (BSX)	0.1	$1.9M		22k	89.32	View chart
Waste Management Stock (WM)	0.1	$1.9M		9.3k	201.78	View chart
Ishares Tr S&p 1500 Index Etf (ITOT)	0.1	$1.9M	-16%	15k	128.62	View chart
Nike Inc Class B Stock (NKE)	0.1	$1.8M	-31%	24k	75.67	View chart
Ishares Russell Midcap Growth Etf Etf (IWP)	0.1	$1.8M		14k	126.75	View chart
Linde Stock (LIN)	0.0	$1.8M	-8%	4.3k	418.68	View chart
Industrial Select Sector Spdr Etf (XLI)	0.0	$1.8M	-2%	14k	131.76	View chart
Microstrategy Inc Cl A Stock (MSTR)	0.0	$1.8M	-51%	6.1k	289.55	View chart
Uber Technologies Stock (UBER)	0.0	$1.8M	+54%	40k	44.47	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$1.7M	-4%	6.2k	280.04	View chart
Cintas Corp Stock (CTAS)	0.0	$1.7M		9.2k	182.69	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$1.7M		13k	131.04	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.0	$1.7M	+39%	21k	81.58	View chart
Norfolk Southern Crp Stock (NSC)	0.0	$1.7M	-4%	7.1k	234.70	View chart
Ishares Cohen & Steers Rlty Etf (ICF)	0.0	$1.7M	+10%	27k	60.26	View chart
General Dynamics Corp Stock (GD)	0.0	$1.6M		6.2k	263.48	View chart
Aflac Stock (AFL)	0.0	$1.6M	-2%	16k	103.44	View chart
Phillips 66 Stock (PSX)	0.0	$1.6M	-2%	14k	113.93	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$1.6M	-8%	76k	21.07	View chart
Lululemon Athletica Stock (LULU)	0.0	$1.6M	+8%	4.2k	382.45	View chart
General Mls Stock (GIS)	0.0	$1.6M	-8%	25k	63.77	View chart
Invesco Short Term Treasury Etf Etf (TBLL)	0.0	$1.6M		15k	105.60	View chart
Ishares Credit Bond Etf Etf (USIG)	0.0	$1.6M	+2%	31k	50.28	View chart
Zimmer Hldgs Stock (ZBH)	0.0	$1.5M	+7%	15k	105.63	View chart
Paypal Hldgs Stock (PYPL)	0.0	$1.5M		41k	37.13	View chart
Royal Dutch Shell Plc- Adr (SHEL)	0.0	$1.5M	-4%	24k	62.65	View chart
Mercadolibre Stock (MELI)	0.0	$1.5M	+113%	882.00	1699.77	View chart
Csx Corp Stock (CSX)	0.0	$1.5M		46k	32.27	View chart
Intuit Stock (INTU)	0.0	$1.5M	-2%	2.4k	628.51	View chart
Ishares Russell 2000 Growth Index Etf (IWO)	0.0	$1.5M	-10%	5.1k	287.82	View chart
Medtronic Stock (MDT)	0.0	$1.5M	+3%	18k	79.88	View chart
Booking Holdings Stock (BKNG)	0.0	$1.4M		290.00	4970.51	View chart
Simon Property Group Reit (SPG)	0.0	$1.4M	-12%	8.3k	172.21	View chart
Chubb Stock (CB)	0.0	$1.4M		5.1k	276.32	View chart
Vanguard Ftse All-world Ex-us Etf (VEU)	0.0	$1.4M	-6%	24k	57.41	View chart
Applied Matls Stock (AMAT)	0.0	$1.4M	-5%	8.5k	162.63	View chart
Abercrombie & Fitch Co Cl A Stock (ANF)	0.0	$1.4M		9.3k	149.47	View chart
Us Bancorp Del Stock (USB)	0.0	$1.4M	+5%	29k	47.83	View chart
German American Bancorp Stock (GABC)	0.0	$1.4M	+64%	34k	40.22	View chart
Southern Stock (SO)	0.0	$1.4M		17k	82.32	View chart
Vanguard High Dividend Yield Etf (VYM)	0.0	$1.4M	+79%	11k	127.59	View chart
Ishares Tr Msci Acwiindex Etf (ACWI)	0.0	$1.3M	+26%	11k	117.50	View chart
Lam Research Corp Stock (LRCX)	0.0	$1.3M	NEW	18k	72.23	View chart
Marathon Pete Corp Stock (MPC)	0.0	$1.3M	+3%	9.4k	139.50	View chart
Laboratory Corp Of America Stock (LH)	0.0	$1.3M	-4%	5.7k	229.31	View chart
Emerson Elec Stock (EMR)	0.0	$1.3M	-7%	11k	123.93	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$1.3M	+2%	6.8k	192.85	View chart
Cvs Health Corp Stock (CVS)	0.0	$1.3M		29k	44.89	View chart
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)	0.0	$1.3M		17k	77.79	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$1.3M	-9%	1.9k	692.99	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$1.3M	+17%	6.5k	195.81	View chart
Eldridge Aaa Clo Etf Etf (CLOX)	0.0	$1.3M	-33%	50k	25.46	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$1.2M		5.8k	215.50	View chart
American Elec Pwr Stock (AEP)	0.0	$1.2M		13k	92.23	View chart
Zoetis Inc Com Cl A Stock (ZTS)	0.0	$1.2M	-6%	7.5k	162.92	View chart
3M Stock (MMM)	0.0	$1.2M	-6%	9.5k	129.09	View chart
Yum! Brands Stock (YUM)	0.0	$1.2M		9.1k	134.16	View chart
Travelers Companies Stock (TRV)	0.0	$1.2M		5.1k	240.90	View chart
Marvell Technology Group Stock (MRVL)	0.0	$1.2M		11k	110.45	View chart
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)	0.0	$1.2M		33k	36.79	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$1.2M	+104%	65k	18.50	View chart
T-mobile Us Stock (TMUS)	0.0	$1.2M		5.4k	220.75	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$1.2M	-3%	8.7k	136.37	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.0	$1.2M	-20%	29k	40.92	View chart
Nxp Semiconductors Nv Stock (NXPI)	0.0	$1.2M	-2%	5.7k	207.85	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.0	$1.2M	+7%	12k	96.53	View chart
Schwab Us Large Cap Value Etf Etf (SCHV)	0.0	$1.2M	+171%	45k	26.07	View chart
Marsh & Mclennan Cos Stock (MMC)	0.0	$1.2M	+2%	5.5k	212.42	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$1.2M	NEW	22k	53.05	View chart
Entergy Corp Stock (ETR)	0.0	$1.2M	+101%	15k	75.82	View chart
Kimball Electronics Stock (KE)	0.0	$1.2M	-10%	62k	18.73	View chart
BP Adr (BP)	0.0	$1.2M	-27%	39k	29.56	View chart
Vanguard Energy Etf (VDE)	0.0	$1.2M		9.6k	121.31	View chart
Glaukos Corp Stock (GKOS)	0.0	$1.2M	-2%	7.7k	149.94	View chart
O Reilly Automotive Stock (ORLY)	0.0	$1.1M	-17%	968.00	1186.17	View chart
General Motors Corp Stock (GM)	0.0	$1.1M		114k	10.04	View chart
Elevance Health Stock (ELV)	0.0	$1.1M	-22%	3.1k	368.92	View chart
HP Stock (HPQ)	0.0	$1.1M		35k	32.63	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$1.1M	+3%	2.4k	469.27	View chart
Marriott Intl Stock (MAR)	0.0	$1.1M		4.1k	278.94	View chart
Terre Haute First Financial Stock (THFF)	0.0	$1.1M	-6%	24k	46.19	View chart
Schwab Us Large Cap Growth Etf Etf (SCHG)	0.0	$1.1M	+243%	40k	27.87	View chart
Kellanova Stock (K)	0.0	$1.1M	-4%	14k	80.97	View chart
Cigna Corp Stock (CI)	0.0	$1.1M		4.0k	276.16	View chart
Take-two Interactive Software Stock (TTWO)	0.0	$1.1M	-4%	6.0k	184.08	View chart
Spdr Dow Jones Industrial Etf Etf (DIA)	0.0	$1.1M	+3%	2.6k	425.50	View chart
Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD)	0.0	$1.1M	+11%	25k	43.24	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.0	$1.1M		17k	65.08	View chart
First Tr Exchange Traded Fd Dow Jones Internet Index Etf (FDN)	0.0	$1.1M	-2%	4.4k	243.17	View chart
Ishares Russell 2000 Value Etf (IWN)	0.0	$1.1M	-12%	6.6k	164.18	View chart
Colgate Palmolive Stock (CL)	0.0	$1.1M	-2%	12k	90.91	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$1.1M	+12%	9.2k	115.24	View chart

Past Filings by Valeo Financial Advisors

SEC 13F filings are viewable for Valeo Financial Advisors going back to 2017

Valeo Financial Advisors 2024 Q4 filed Jan. 30, 2025
Valeo Financial Advisors 2024 Q3 filed Oct. 10, 2024
Valeo Financial Advisors 2024 Q2 filed July 10, 2024
Valeo Financial Advisors 2024 Q1 restated filed April 25, 2024
Valeo Financial Advisors 2024 Q1 filed April 19, 2024
Valeo Financial Advisors 2023 Q4 filed Jan. 29, 2024
Valeo Financial Advisors 2023 Q3 filed Oct. 20, 2023
Valeo Financial Advisors 2023 Q2 filed July 14, 2023
Valeo Financial Advisors 2023 Q1 filed April 17, 2023
Valeo Financial Advisors 2022 Q4 filed Feb. 9, 2023
Valeo Financial Advisors 2022 Q3 filed Oct. 31, 2022
Valeo Financial Advisors 2022 Q2 filed Aug. 3, 2022
Valeo Financial Advisors 2022 Q1 filed April 28, 2022
Valeo Financial Advisors 2021 Q4 filed Jan. 7, 2022
Valeo Financial Advisors 2021 Q3 filed Nov. 2, 2021
Valeo Financial Advisors 2021 Q2 filed July 22, 2021

View all past filings

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