Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, IEMG, IVV, and represent 32.32% of Valeo Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: IVV (+$42M), PULS (+$24M), VGIT (+$13M), IWR (+$9.0M), NFLX (+$7.1M), JMST (+$6.2M), JCPB (+$6.0M), IEFA, FBND, XLK.
Started 66 new stock positions in XBI, IHG, AWK, CNP, RBCAA, SNDK, AZN, LQD, FTV, MRNA.
Reduced shares in these 10 stocks: IJH (-$23M), IJR (-$9.8M), LLY (-$6.7M), SPY (-$5.6M), RSP, PLD, JPM, IEMG, VOO, TSLA.
Sold out of its positions in AMLP, ARKK, AVAV, ALK, ARE, BOXX, OKLO, AstraZeneca, BIDU, CPB.
Valeo Financial Advisors was a net buyer of stock by $66M.
Valeo Financial Advisors has $4.5B in assets under management (AUM), dropping by 2.45%.
Central Index Key (CIK): 0001722641

Tip: Access up to 7 years of quarterly data

Positions held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Valeo Financial Advisors

Valeo Financial Advisors holds 792 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Valeo Financial Advisors has 792 total positions. Only the first 250 positions are shown.

Sign up to view all of the Valeo Financial Advisors Dec. 31, 2025 positions
Download the Valeo Financial Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Etf (SPY)	14.2	$638M		935k	681.92	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	5.4	$244M	-3%	2.2M	110.11	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	4.8	$214M	-9%	3.3M	63.96	View chart
Ishares Core Msci Emerging Mkts Etf (IEMG)	4.4	$197M		2.9M	67.22	View chart
Ishares S&p 500 Index Etf (IVV)	3.6	$163M	+34%	316k	515.11	View chart
Apple Stock (AAPL)	3.6	$160M		588k	271.86	View chart
Eli Lilly & Co Stock (LLY)	3.3	$147M	-4%	137k	1074.68	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	2.6	$116M	+5%	2.6M	44.26	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	2.6	$115M	-3%	600k	191.56	View chart
Nvidia Corp Stock (NVDA)	2.5	$112M		601k	186.50	View chart
Prologis Share Beneficial Int Reit (PLD)	2.4	$109M	-2%	850k	127.66	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	2.3	$104M	+14%	1.9M	55.48	View chart
Microsoft Stock (MSFT)	2.2	$100M		206k	483.62	View chart
Fidelity Total Bond Etf Etf (FBND)	1.7	$76M	+4%	1.8M	43.37	View chart
Google Stock (GOOGL)	1.6	$72M		230k	313.00	View chart
Ishares Core Msci Eafe Etf (IEFA)	1.5	$69M	+6%	1.1M	63.14	View chart
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)	1.5	$67M	+2%	883k	76.21	View chart
Amazon.com Stock (AMZN)	1.5	$67M		291k	230.82	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.5	$67M	-2%	107k	627.13	View chart
Ishares Msci Eafe Etf Etf (EFA)	1.4	$64M		664k	96.03	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.3	$59M	+2%	118k	502.65	View chart
Jpmorgan Chase & Co Stock (JPM)	1.0	$46M	-5%	144k	322.22	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.9	$39M	-2%	124k	313.80	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.8	$35M		651k	53.76	View chart
Meta Platforms Inc Cl A Stock (META)	0.8	$35M	+6%	53k	660.09	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.8	$35M		555k	62.47	View chart
Powershares Qqq Tr Etf (QQQ)	0.7	$32M	-4%	52k	614.31	View chart
Pgim Ultra Short Bond Etf Etf (PULS)	0.6	$26M	+1122%	531k	49.59	View chart
Tesla Motors Stock (TSLA)	0.6	$26M	-6%	58k	449.72	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.6	$25M		103k	246.16	View chart
Broadcom Stock (AVGO)	0.5	$24M		68k	346.10	View chart
Visa Stock (V)	0.5	$22M	+2%	62k	350.71	View chart
Ishares Tr Russell Midcap Index Etf (IWR)	0.4	$20M	+80%	210k	96.27	View chart
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)	0.4	$18M		434k	41.36	View chart
Oracle Corporation Stock (ORCL)	0.4	$18M		91k	194.91	View chart
Walmart Stock (WMT)	0.4	$16M		145k	111.41	View chart
Johnson & Johnson Stock (JNJ)	0.3	$15M	-5%	73k	206.95	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.3	$15M		33k	445.95	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$14M		117k	120.34	View chart
Caterpillar Stock (CAT)	0.3	$14M	+12%	24k	572.86	View chart
Mastercard Stock (MA)	0.3	$13M		23k	570.89	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$13M		38k	335.27	View chart
Procter & Gamble Stock (PG)	0.3	$12M	-4%	85k	143.31	View chart
Abbvie Stock (ABBV)	0.3	$12M		53k	228.49	View chart
Bank America Corp Stock (BAC)	0.3	$12M	+8%	220k	55.00	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.3	$12M		250k	46.86	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.2	$11M	-6%	14.00	754800.00	View chart
Rtx Corporation Stock (RTX)	0.2	$10M	-4%	57k	183.40	View chart
Schwab Us Large Cap Growth Etf Etf (SCHG)	0.2	$10M		328k	31.57	View chart
Taiwan Semiconductor Manufacturing Adr (TSM)	0.2	$10M	+6%	33k	303.89	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$10M	-4%	21k	487.85	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$9.8M	+2%	46k	210.34	View chart
Costco Wholesale Corp Stock (COST)	0.2	$9.6M	-2%	11k	862.36	View chart
Home Depot Stock (HD)	0.2	$9.0M	-7%	26k	344.11	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.2	$8.7M		49k	177.75	View chart
Vanguard Large Cap Etf (VV)	0.2	$8.7M		28k	314.80	View chart
Merchants Bancorp Ind Stock (MBIN)	0.2	$8.3M		244k	34.06	View chart
Mcdonalds Corp Stock (MCD)	0.2	$8.3M		27k	305.63	View chart
Salesforce Stock (CRM)	0.2	$8.2M	-8%	31k	264.91	View chart
Disney Walt Stock (DIS)	0.2	$8.1M		72k	113.77	View chart
Netflix Stock (NFLX)	0.2	$7.8M	+998%	83k	93.76	View chart
Vanguard Mid Cap Etf (VO)	0.2	$7.8M		31k	248.18	View chart
Pepsico Stock (PEP)	0.2	$7.7M	-8%	54k	143.52	View chart
Citigroup Stock (C)	0.2	$7.6M	+4%	66k	116.69	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.2	$7.6M	-6%	135k	56.35	View chart
Chevron Corp Stock (CVX)	0.2	$7.5M	-2%	49k	152.41	View chart
Goldman Sachs Group Stock (GS)	0.2	$7.5M		8.5k	878.95	View chart
Technology Select Sector Spdr Etf (XLK)	0.2	$7.4M	+86%	52k	143.97	View chart
Vanguard Value Etf Etf (VTV)	0.2	$7.3M		45k	163.63	View chart
Unitedhealth Group Stock (UNH)	0.2	$7.2M	-9%	22k	330.11	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$7.2M		15k	483.68	View chart
Merck & Co Stock (MRK)	0.2	$7.1M	-4%	67k	105.26	View chart
Coca Cola Stock (KO)	0.2	$7.0M	+3%	101k	69.91	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.2	$6.9M		47k	148.98	View chart
Amgen Stock (AMGN)	0.2	$6.9M	-6%	21k	327.31	View chart
American Express Stock (AXP)	0.2	$6.8M	+2%	19k	369.96	View chart
Philip Morris Intl Stock (PM)	0.2	$6.8M	+3%	42k	160.40	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$6.6M		47k	141.06	View chart
Cisco Sys Stock (CSCO)	0.1	$6.6M		85k	77.03	View chart
Ge Aerospace Stock (GE)	0.1	$6.4M	+2%	21k	308.02	View chart
Boeing Stock (BA)	0.1	$6.4M		29k	217.12	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$6.3M		116k	54.71	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.1	$6.3M		86k	72.68	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.1	$6.2M	NEW	122k	50.94	View chart
Ishares Aggregate Bond Etf Etf (AGG)	0.1	$6.1M		61k	99.88	View chart
Ishares Amt-free Muni Bond Etf Etf (MUB)	0.1	$6.0M	+26%	56k	107.11	View chart
Cummins Stock (CMI)	0.1	$5.7M		11k	510.44	View chart
Ishares Trust Russell 3000 Index Etf (IWV)	0.1	$5.7M		15k	386.85	View chart
Intl Business Machines Stock (IBM)	0.1	$5.4M		18k	296.20	View chart
Wells Fargo & Co Stock (WFC)	0.1	$5.3M	+4%	57k	93.20	View chart
Palo Alto Networks Stock (PANW)	0.1	$5.3M	-4%	29k	184.20	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$5.2M		11k	468.78	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$4.8M		198k	24.04	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$4.7M	-4%	29k	160.93	View chart
Ge Vernova Stock (GEV)	0.1	$4.7M		7.1k	653.52	View chart
Ishares Tr Russell 1000 Index Etf Etf (IWB)	0.1	$4.7M		13k	373.43	View chart
Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX)	0.1	$4.6M	-14%	169k	26.91	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$4.5M		59k	75.44	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$4.4M	-4%	36k	123.26	View chart
Pfizer Stock (PFE)	0.1	$4.4M	-2%	178k	24.90	View chart
Verizon Communications Stock (VZ)	0.1	$4.3M	-5%	106k	40.73	View chart
Vanguard Small Cap Etf Etf (VB)	0.1	$4.3M		17k	257.95	View chart
Deere & Co Stock (DE)	0.1	$4.3M	-3%	9.2k	465.57	View chart
Abbott Labs Stock (ABT)	0.1	$4.3M		34k	125.29	View chart
At&t Stock (T)	0.1	$4.2M		170k	24.84	View chart
Advanced Micro Devices Stock (AMD)	0.1	$4.2M	+16%	20k	214.17	View chart
Financial Select Sector Spdr Etf (XLF)	0.1	$4.1M	-3%	84k	49.30	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$4.1M	+108%	83k	49.65	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$4.1M		19k	212.07	View chart
Spdr Gold Etf Etf (GLD)	0.1	$4.0M		10k	396.29	View chart
Honeywell Intl Stock (HON)	0.1	$3.9M	-3%	20k	195.09	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$3.9M		13k	302.12	View chart
Fedex Corp Stock (FDX)	0.1	$3.9M	-4%	13k	288.87	View chart
Micron Technology Stock (MU)	0.1	$3.7M	+40%	13k	285.40	View chart
Qualcomm Stock (QCOM)	0.1	$3.7M	+4%	22k	171.05	View chart
Tjx Cos Stock (TJX)	0.1	$3.6M	+4%	24k	153.61	View chart
Blackrock Stock (BLK)	0.1	$3.6M		3.4k	1070.48	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$3.6M	+72%	71k	50.29	View chart
Vanguard Information Technology Etf (VGT)	0.1	$3.6M		4.7k	753.83	View chart
Union Pac Corp Stock (UNP)	0.1	$3.6M	+4%	15k	231.33	View chart
Eaton Corp Stock (ETN)	0.1	$3.5M		11k	318.50	View chart
Charles Schwab Corp Stock (SCHW)	0.1	$3.5M	-4%	35k	99.91	View chart
Uber Technologies Stock (UBER)	0.1	$3.5M	-18%	43k	81.71	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$3.5M		33k	106.70	View chart
Ishares Dj Select Dividend Etf (DVY)	0.1	$3.4M	+2%	24k	141.14	View chart
Intel Corp Stock (INTC)	0.1	$3.3M		91k	36.90	View chart
Eldridge Bbb-b Clo Etf Etf (CLOZ)	0.1	$3.3M		124k	26.48	View chart
Danaher Corp Stock (DHR)	0.1	$3.2M	+2%	14k	228.93	View chart
Ishares Gold Trust Etf Etf (IAU)	0.1	$3.2M	+97%	39k	81.17	View chart
Energy Transfer Equity L P Com Unit Ltd Partnership Stock (ET)	0.1	$3.1M		189k	16.49	View chart
Morgan Stanley Stock (MS)	0.1	$3.1M	+2%	17k	177.53	View chart
Nextera Energy Stock (NEE)	0.1	$3.1M	+3%	38k	80.28	View chart
Ishares Tr High Divid Equity Etf (HDV)	0.1	$3.1M	-8%	25k	121.61	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$3.0M		94k	32.06	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.1	$3.0M	+14%	2.8k	1069.78	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.1	$2.9M	-12%	18k	160.97	View chart
Snowflake Stock (SNOW)	0.1	$2.9M	+20%	13k	219.37	View chart
Stryker Corp Stock (SYK)	0.1	$2.9M		8.1k	351.45	View chart
Lam Research Corp Stock (LRCX)	0.1	$2.8M	+4%	17k	171.18	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.1	$2.8M	+28%	37k	76.23	View chart
Intuitive Surgical Stock (ISRG)	0.1	$2.8M		4.9k	566.36	View chart
Starbucks Corp Stock (SBUX)	0.1	$2.8M		33k	84.21	View chart
General Dynamics Corp Stock (GD)	0.1	$2.7M	+3%	8.2k	336.65	View chart
Vaneck Short Muni Etf Etf (SMB)	0.1	$2.7M	NEW	157k	17.41	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$2.7M	+2%	4.7k	579.48	View chart
Applied Matls Stock (AMAT)	0.1	$2.7M	+10%	11k	256.99	View chart
Consumer Discretionary Sel Sector Spdr Etf (XLY)	0.1	$2.7M	+86%	22k	119.41	View chart
S&p Global Stock (SPGI)	0.1	$2.6M	+10%	5.1k	522.58	View chart
Cvs Health Corp Stock (CVS)	0.1	$2.6M	+4%	33k	79.36	View chart
United Parcel Service Stock (UPS)	0.1	$2.5M		26k	99.19	View chart
Waste Management Stock (WM)	0.1	$2.5M	-8%	11k	219.71	View chart
Lowes Cos Stock (LOW)	0.1	$2.5M		10k	241.15	View chart
Capital One Financial Corp Stock (COF)	0.1	$2.5M	+7%	10k	242.36	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.1	$2.4M	-2%	41k	58.73	View chart
Conocophillips Stock (COP)	0.1	$2.4M	-6%	26k	93.61	View chart
Altria Group Stock (MO)	0.1	$2.4M		41k	57.66	View chart
Duke Energy Corp Stock (DUK)	0.1	$2.4M	-4%	20k	117.21	View chart
Servicenow Stock (NOW)	0.1	$2.3M	+480%	15k	153.20	View chart
Blackstone Group Stock (BX)	0.1	$2.3M	+8%	15k	154.14	View chart
Proshares Ultra S&p 500 Etf (SSO)	0.1	$2.3M	+100%	40k	57.92	View chart
Hershey Stock (HSY)	0.0	$2.3M	-17%	12k	181.98	View chart
Medtronic Stock (MDT)	0.0	$2.2M	+7%	23k	96.06	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$2.2M	+14%	3.8k	570.20	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$2.2M	-31%	79k	27.43	View chart
Norfolk Southern Crp Stock (NSC)	0.0	$2.1M		7.4k	288.72	View chart
Ares Management Corporation Cl A Com Stk Stock (ARES)	0.0	$2.1M		13k	161.64	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$2.1M	-15%	78k	27.21	View chart
Vertex Pharmaceuticals In Stock (VRTX)	0.0	$2.1M		4.7k	453.36	View chart
Hillenbrand Incorporated Stock (HI)	0.0	$2.1M	-9%	67k	31.72	View chart
Ishares Tr S&p 1500 Index Etf (ITOT)	0.0	$2.1M	-2%	14k	148.69	View chart
Equinix Reit (EQIX)	0.0	$2.1M		2.7k	766.07	View chart
Ishares Silver Trust Etf Etf (SLV)	0.0	$2.0M	+46%	32k	64.42	View chart
Oakmark U.s. Large Cap Etf Etf (OAKM)	0.0	$2.0M	+116%	72k	28.36	View chart
Boston Scientific Corp Stock (BSX)	0.0	$2.0M	-8%	21k	95.35	View chart
Analog Devices Stock (ADI)	0.0	$2.0M	+27%	7.2k	271.20	View chart
Booking Holdings Stock (BKNG)	0.0	$2.0M		364.00	5359.41	View chart
Ishares Russell Midcap Growth Etf Etf (IWP)	0.0	$1.9M	-3%	14k	136.94	View chart
Phillips 66 Stock (PSX)	0.0	$1.9M		15k	129.04	View chart
Automatic Data Processing Stock (ADP)	0.0	$1.9M	-2%	7.4k	257.23	View chart
Constellation Energy Corp Stock (CEG)	0.0	$1.9M	+2%	5.3k	353.28	View chart
Schwab Emerging Market Eq Etf Etf (SCHE)	0.0	$1.9M		57k	32.75	View chart
Illinois Tool Wks Stock (ITW)	0.0	$1.9M	+2%	7.6k	246.31	View chart
Intuit Stock (INTU)	0.0	$1.9M	+11%	2.8k	662.37	View chart
Aflac Stock (AFL)	0.0	$1.9M	-7%	17k	110.27	View chart
O Reilly Automotive Stock (ORLY)	0.0	$1.8M		20k	91.21	View chart
Emerson Elec Stock (EMR)	0.0	$1.8M	+8%	14k	132.72	View chart
Parker-hannifin Corp Stock (PH)	0.0	$1.8M	+5%	2.1k	879.00	View chart
Astrazeneca Plc- Spons Adr (AZN)	0.0	$1.8M	NEW	20k	92.12	View chart
Schwab Us Mid-cap Etf Etf (SCHM)	0.0	$1.8M		60k	30.07	View chart
Linde Stock (LIN)	0.0	$1.8M	-6%	4.3k	426.36	View chart
Arista Networks Stock (ANET)	0.0	$1.8M	+13%	14k	131.03	View chart
Ishares Tr Msci Acwiindex Etf (ACWI)	0.0	$1.7M	+7%	12k	141.49	View chart
Target Corp Stock (TGT)	0.0	$1.7M		18k	97.75	View chart
Marriott Intl Stock (MAR)	0.0	$1.7M	+19%	5.6k	310.27	View chart
Ishares Short Maturity Municipal Bond Active Etf Etf (MEAR)	0.0	$1.7M	NEW	34k	50.32	View chart
Southern Stock (SO)	0.0	$1.7M	-4%	19k	87.20	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$1.7M		31k	53.94	View chart
Nike Inc Class B Stock (NKE)	0.0	$1.7M	-12%	26k	63.71	View chart
Royal Dutch Shell Plc- Adr (SHEL)	0.0	$1.6M	+3%	22k	73.48	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.0	$1.6M	+36%	6.4k	252.92	View chart
Chubb Stock (CB)	0.0	$1.6M	+14%	5.2k	312.11	View chart
Gilead Sciences Stock (GILD)	0.0	$1.6M		13k	122.74	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$1.6M	+11%	16k	100.89	View chart
Talkspace Stock (TALK)	0.0	$1.6M	-5%	445k	3.63	View chart
Kla-tencor Corp Stock (KLAC)	0.0	$1.6M	+5%	1.3k	1215.37	View chart
Energy Select Sector Spdr Etf (XLE)	0.0	$1.6M	+84%	35k	44.71	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$1.6M	+18%	12k	135.14	View chart
Simon Property Group Reit (SPG)	0.0	$1.6M	+2%	8.4k	185.10	View chart
Ishares Msci Eafe Growth Index Etf Etf (EFG)	0.0	$1.5M	-6%	14k	113.92	View chart
Schwab Etfs- Us Small-cap Etf Etf (SCHA)	0.0	$1.5M		63k	23.97	View chart
Ford Motor Company Stock (F)	0.0	$1.5M	-2%	115k	13.12	View chart
American Elec Pwr Stock (AEP)	0.0	$1.5M	+7%	13k	115.31	View chart
Vanguard Reit Index Etf Etf (VNQ)	0.0	$1.5M		17k	88.49	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.0	$1.5M	-15%	30k	50.58	View chart
Novartis Adr (NVS)	0.0	$1.5M	+9%	11k	137.87	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$1.5M	+4%	6.8k	219.78	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$1.5M	-18%	28k	53.83	View chart
General Mls Stock (GIS)	0.0	$1.5M		32k	46.50	View chart
Us Bancorp Del Stock (USB)	0.0	$1.5M		28k	53.36	View chart
Quanta Services Stock (PWR)	0.0	$1.5M	+27%	3.5k	422.09	View chart
Vanguard S&p Small-cap 600 Etf Etf (VIOO)	0.0	$1.5M		13k	110.96	View chart
Cohen & Steers Real Estate Active Etf Etf (CSRE)	0.0	$1.5M	+44%	58k	25.51	View chart
Travelers Companies Stock (TRV)	0.0	$1.5M		5.1k	290.04	View chart
3M Stock (MMM)	0.0	$1.5M	-3%	9.1k	160.10	View chart
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)	0.0	$1.5M		17k	88.08	View chart
First Eagle Overseas Equity Etf Etf (FEOE)	0.0	$1.5M	+3%	30k	48.36	View chart
Take-two Interactive Software Stock (TTWO)	0.0	$1.5M		5.7k	256.03	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.0	$1.4M	+61%	8.9k	162.02	View chart
Celestica Stock (CLS)	0.0	$1.4M	+3%	4.9k	295.62	View chart
Csx Corp Stock (CSX)	0.0	$1.4M	-2%	39k	36.25	View chart
Vanguard Communication Services Etf Etf (VOX)	0.0	$1.4M		7.3k	193.63	View chart
Marathon Pete Corp Stock (MPC)	0.0	$1.4M		8.7k	162.62	View chart
Dimensional International Value Etf Etf (DFIV)	0.0	$1.4M		28k	49.90	View chart
American Tower Corp Reit (AMT)	0.0	$1.4M	-25%	7.9k	175.57	View chart
Industrial Select Sector Spdr Etf (XLI)	0.0	$1.4M	-19%	8.9k	155.12	View chart
Vanguard Core Tax-exempt Bond Etf Etf (VCRM)	0.0	$1.4M	+398%	18k	75.57	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$1.4M	+7%	6.6k	208.72	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$1.4M		4.5k	301.14	View chart
Vanguard Intermediate-term Tax-exempt Bond Etf Etf (VTEI)	0.0	$1.4M	+22%	14k	100.83	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.0	$1.4M	+11%	3.9k	350.59	View chart
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)	0.0	$1.4M		36k	37.40	View chart
Ishares Russell 2000 Growth Index Etf (IWO)	0.0	$1.4M	-8%	4.2k	323.02	View chart
Freeport Mcmoran Copper Stock (FCX)	0.0	$1.3M	+9%	27k	50.79	View chart
Terre Haute First Financial Stock (THFF)	0.0	$1.3M	-11%	22k	60.42	View chart
Yum! Brands Stock (YUM)	0.0	$1.3M		8.9k	151.28	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.0	$1.3M		29k	46.59	View chart
Adobe Sys Stock (ADBE)	0.0	$1.3M	-17%	3.8k	349.97	View chart
German American Bancorp Stock (GABC)	0.0	$1.3M	-2%	34k	39.18	View chart
Schwab Us Large Cap Value Etf Etf (SCHV)	0.0	$1.3M		45k	29.61	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.0	$1.3M		18k	74.17	View chart

Past Filings by Valeo Financial Advisors

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

Valeo Financial Advisors 2025 Q4 filed Feb. 4, 2026
Valeo Financial Advisors 2025 Q3 filed Nov. 3, 2025
Valeo Financial Advisors 2025 Q2 restated filed Sept. 12, 2025
Valeo Financial Advisors 2025 Q2 filed July 22, 2025
Valeo Financial Advisors 2025 Q1 filed April 30, 2025
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z