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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, IEMG, IVV, and represent 33.98% of Valeo Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: JCPB (+$11M), VOO (+$8.5M), IVV (+$7.6M), FBND (+$7.4M), VGIT (+$6.8M), IJH, IJR, IEMG, IEFA, IWR.
Started 81 new stock positions in NVT, OLLI, FUBO, JBBB, BE, JEPQ, CASY, CGDV, CSRE, EA.
Reduced shares in these 10 stocks: ANF (-$84M), QQQ (-$75M), SPY (-$38M), RSP (-$19M), ONB (-$16M), VUG (-$10M), VO (-$8.7M), TLT (-$6.7M), IWD (-$6.3M), AAPL.
Sold out of its positions in ALGN, AWK, ANSS, BAX, BIIB, HRB, BF.B, AI, CTRA, CHDN.
Valeo Financial Advisors was a net seller of stock by $-218M.
Valeo Financial Advisors has $4.4B in assets under management (AUM), dropping by 7.89%.
Central Index Key (CIK): 0001722641

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Portfolio Holdings for Valeo Financial Advisors

Valeo Financial Advisors holds 789 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Valeo Financial Advisors has 789 total positions. Only the first 250 positions are shown.

Sign up to view all of the Valeo Financial Advisors Sept. 30, 2025 positions
Download the Valeo Financial Advisors September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Etf (SPY)	14.3	$629M	-5%	943k	666.18	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	6.2	$271M		2.3M	117.77	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	5.5	$241M		3.7M	65.18	View chart
Ishares Core Msci Emerging Mkts Etf (IEMG)	4.4	$195M		3.0M	65.92	View chart
Ishares S&p 500 Index Etf (IVV)	3.6	$157M	+5%	235k	669.30	View chart
Apple Stock (AAPL)	3.4	$151M	-3%	595k	254.63	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	2.7	$118M	-13%	621k	189.70	View chart
Nvidia Corp Stock (NVDA)	2.6	$113M		605k	186.58	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	2.5	$110M	+11%	2.5M	44.05	View chart
Eli Lilly & Co Stock (LLY)	2.5	$109M	+2%	143k	763.00	View chart
Microsoft Stock (MSFT)	2.4	$107M		207k	517.95	View chart
Prologis Share Beneficial Int Reit (PLD)	2.3	$100M	+2%	875k	114.52	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	2.2	$98M	+7%	1.6M	60.03	View chart
Fidelity Total Bond Etf Etf (FBND)	1.6	$71M	+11%	1.7M	42.63	View chart
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)	1.6	$69M		861k	79.93	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.5	$67M	+14%	110k	612.38	View chart
Amazon.com Stock (AMZN)	1.5	$65M		295k	219.57	View chart
Ishares Core Msci Eafe Etf (IEFA)	1.4	$62M	+6%	1.0M	60.47	View chart
Ishares Msci Eafe Etf Etf (EFA)	1.4	$61M		655k	93.37	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.3	$58M		115k	502.74	View chart
Google Stock (GOOGL)	1.3	$56M		231k	243.10	View chart
Jpmorgan Chase & Co Stock (JPM)	1.1	$48M		152k	315.43	View chart
Meta Platforms Inc Cl A Stock (META)	0.8	$36M	+6%	49k	734.38	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.8	$36M		661k	54.18	View chart
Powershares Qqq Tr Etf (QQQ)	0.7	$33M	-69%	55k	600.37	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.7	$33M		545k	59.92	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.7	$31M	-2%	127k	243.55	View chart
Tesla Motors Stock (TSLA)	0.6	$28M	-4%	62k	444.72	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.6	$25M		104k	241.96	View chart
Oracle Corporation Stock (ORCL)	0.6	$25M	-6%	89k	281.24	View chart
Broadcom Stock (AVGO)	0.5	$22M		67k	329.91	View chart
Visa Stock (V)	0.5	$21M	-3%	60k	341.38	View chart
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)	0.4	$17M		434k	39.61	View chart
Walmart Stock (WMT)	0.3	$15M		147k	103.06	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.3	$15M		32k	451.63	View chart
Johnson & Johnson Stock (JNJ)	0.3	$14M	-3%	77k	185.42	View chart
Procter And Gamble Stock (PG)	0.3	$14M	-2%	89k	153.65	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$14M	+4%	119k	112.75	View chart
Mastercard Stock (MA)	0.3	$13M	-2%	23k	568.80	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$12M		38k	328.17	View chart
Abbvie Stock (ABBV)	0.3	$12M		53k	231.54	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.3	$12M		255k	46.32	View chart
Home Depot Stock (HD)	0.3	$12M	-3%	28k	405.20	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.3	$11M	+7%	15.00	754200.00	View chart
Ishares Tr Russell Midcap Index Etf (IWR)	0.3	$11M	+37%	116k	96.55	View chart
Costco Wholesale Corp Stock (COST)	0.2	$11M	-5%	11k	925.66	View chart
Bank America Corp Stock (BAC)	0.2	$11M	-7%	203k	51.59	View chart
Caterpillar Stock (CAT)	0.2	$10M	-30%	22k	477.15	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$10M	-50%	21k	479.60	View chart
Schwab Us Large Cap Growth Etf Etf (SCHG)	0.2	$10M		328k	30.88	View chart
Rtx Corporation Stock (RTX)	0.2	$10M	-7%	60k	167.33	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$9.2M	-40%	45k	203.59	View chart
Netflix Stock (NFLX)	0.2	$9.1M	+6%	7.6k	1198.93	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.2	$8.8M	-9%	48k	182.42	View chart
Taiwan Semiconductor Manufacturing Adr (TSM)	0.2	$8.7M	+2%	31k	279.29	View chart
Vanguard Large Cap Etf (VV)	0.2	$8.5M		28k	307.86	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.2	$8.4M	+12%	145k	57.74	View chart
Unitedhealth Group Stock (UNH)	0.2	$8.3M	+19%	24k	345.30	View chart
Pepsico Stock (PEP)	0.2	$8.3M	-12%	59k	140.44	View chart
Disney Walt Stock (DIS)	0.2	$8.3M	-5%	72k	114.50	View chart
Mcdonalds Corp Stock (MCD)	0.2	$8.3M	-2%	27k	303.89	View chart
Salesforce Stock (CRM)	0.2	$8.0M		34k	237.00	View chart
Chevron Corp Stock (CVX)	0.2	$7.9M	+4%	51k	155.29	View chart
Technology Select Sector Spdr Etf (XLK)	0.2	$7.8M	+2%	28k	281.86	View chart
Vanguard Mid Cap Etf (VO)	0.2	$7.8M	-52%	31k	250.81	View chart
Merchants Bancorp Ind Stock (MBIN)	0.2	$7.8M		244k	31.80	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$7.6M		15k	499.21	View chart
Vanguard Value Etf Etf (VTV)	0.2	$7.0M		44k	159.37	View chart
Goldman Sachs Group Stock (GS)	0.2	$6.9M	-8%	8.6k	796.36	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.2	$6.8M	-3%	47k	145.60	View chart
Philip Morris Intl Stock (PM)	0.2	$6.6M		41k	162.20	View chart
Coca Cola Stock (KO)	0.1	$6.5M	-3%	97k	66.32	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$6.4M	+3%	46k	137.80	View chart
Citigroup Stock (C)	0.1	$6.4M	-5%	63k	101.50	View chart
Amgen Stock (AMGN)	0.1	$6.4M	-2%	23k	282.20	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$6.3M		117k	53.40	View chart
Boeing Stock (BA)	0.1	$6.2M	+8%	29k	215.83	View chart
Ge Aerospace Stock (GE)	0.1	$6.2M	-2%	21k	300.82	View chart
Palo Alto Networks Stock (PANW)	0.1	$6.1M		30k	203.62	View chart
Ishares Aggregate Bond Etf Etf (AGG)	0.1	$6.0M	+9%	60k	100.25	View chart
American Express Stock (AXP)	0.1	$6.0M		18k	332.16	View chart
Merck & Co Stock (MRK)	0.1	$5.9M	+5%	70k	83.93	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.1	$5.9M	-6%	87k	67.51	View chart
Cisco Sys Stock (CSCO)	0.1	$5.8M	-4%	85k	68.42	View chart
Ishares Trust Russell 3000 Index Etf (IWV)	0.1	$5.5M		14k	378.94	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$5.5M	+6%	11k	490.40	View chart
Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX)	0.1	$5.2M	+72%	198k	26.34	View chart
Uber Technologies Stock (UBER)	0.1	$5.1M	+5%	52k	97.97	View chart
Intl Business Machines Stock (IBM)	0.1	$5.1M	+4%	18k	282.16	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$4.9M		31k	160.79	View chart
Verizon Communications Stock (VZ)	0.1	$4.9M		112k	43.95	View chart
At&t Stock (T)	0.1	$4.9M		173k	28.24	View chart
Ishares Amt-free Muni Bond Etf Etf (MUB)	0.1	$4.7M	+5%	44k	106.49	View chart
Cummins Stock (CMI)	0.1	$4.7M	-7%	11k	422.38	View chart
Pfizer Stock (PFE)	0.1	$4.7M	-2%	183k	25.48	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$4.6M	-2%	198k	23.28	View chart
Wells Fargo Stock (WFC)	0.1	$4.6M	+5%	55k	83.82	View chart
Ishares Tr Russell 1000 Index Etf Etf (IWB)	0.1	$4.6M	-9%	13k	365.49	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$4.6M	+10%	38k	120.72	View chart
Abbott Labs Stock (ABT)	0.1	$4.5M	-2%	34k	133.94	View chart
Honeywell Intl Stock (HON)	0.1	$4.4M	-7%	21k	210.50	View chart
Deere & Co Stock (DE)	0.1	$4.4M	-5%	9.5k	457.27	View chart
Ge Vernova Stock (GEV)	0.1	$4.3M		7.0k	614.89	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$4.3M	-4%	59k	73.46	View chart
Vanguard Small Cap Etf Etf (VB)	0.1	$4.2M	+3%	17k	254.28	View chart
Financial Select Sector Spdr Etf (XLF)	0.1	$4.2M	-2%	86k	48.67	View chart
Eaton Corp Stock (ETN)	0.1	$4.2M		11k	374.25	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$4.0M	+9%	19k	206.51	View chart
Blackrock Stock (BLK)	0.1	$3.9M	-3%	3.4k	1165.80	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$3.9M		13k	297.61	View chart
Spdr Gold Etf Etf (GLD)	0.1	$3.6M	-19%	10k	355.46	View chart
Charles Schwab Corp Stock (SCHW)	0.1	$3.5M	-5%	37k	95.47	View chart
Union Pac Corp Stock (UNP)	0.1	$3.5M		15k	236.36	View chart
Vanguard Information Technology Etf (VGT)	0.1	$3.5M		4.7k	746.66	View chart
Qualcomm Stock (QCOM)	0.1	$3.4M		21k	166.36	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$3.4M		32k	104.51	View chart
Ishares Tr High Divid Equity Etf (HDV)	0.1	$3.4M		28k	122.45	View chart
Ishares Dj Select Dividend Etf (DVY)	0.1	$3.4M		24k	142.10	View chart
Eldridge Bbb-b Clo Etf Etf (CLOZ)	0.1	$3.3M		124k	26.82	View chart
Fedex Corp Stock (FDX)	0.1	$3.3M	-5%	14k	235.80	View chart
Tjx Cos Stock (TJX)	0.1	$3.3M	-3%	23k	144.54	View chart
Energy Transfer Equity L P Com Unit Ltd Partnership Stock (ET)	0.1	$3.2M	-11%	188k	17.16	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$3.2M	+18%	116k	27.30	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.1	$3.1M	+8%	21k	148.61	View chart
Intel Corp Stock (INTC)	0.1	$3.0M	-12%	90k	33.55	View chart
Stryker Corp Stock (SYK)	0.1	$3.0M	-16%	8.0k	369.67	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$2.9M	-3%	93k	31.27	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.1	$2.9M	-16%	29k	99.81	View chart
Consumer Discretionary Sel Sector Spdr Etf (XLY)	0.1	$2.9M	-8%	12k	239.65	View chart
Starbucks Corp Stock (SBUX)	0.1	$2.8M		33k	84.60	View chart
Hershey Stock (HSY)	0.1	$2.8M		15k	187.05	View chart
Nextera Energy Stock (NEE)	0.1	$2.8M	-2%	37k	75.49	View chart
Altria Group Stock (MO)	0.1	$2.8M	-5%	42k	66.06	View chart
Waste Management Stock (WM)	0.1	$2.7M	-5%	12k	220.83	View chart
Advanced Micro Devices Stock (AMD)	0.1	$2.7M	-20%	17k	161.79	View chart
Morgan Stanley Stock (MS)	0.1	$2.7M	-8%	17k	158.96	View chart
General Dynamics Corp Stock (GD)	0.1	$2.7M		7.9k	341.01	View chart
Danaher Corp Stock (DHR)	0.1	$2.7M	+4%	14k	198.25	View chart
Duke Energy Corp Stock (DUK)	0.1	$2.6M	+18%	21k	123.75	View chart
Conocophillips Stock (COP)	0.1	$2.6M		27k	94.59	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$2.6M	-38%	40k	65.00	View chart
Lowes Cos Stock (LOW)	0.1	$2.6M	-6%	10k	251.32	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.1	$2.5M	-6%	42k	58.85	View chart
Snowflake Stock (SNOW)	0.1	$2.4M	-18%	11k	225.56	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.1	$2.4M	+7%	92k	26.30	View chart
Servicenow Stock (NOW)	0.1	$2.4M	+4%	2.6k	920.13	View chart
Blackstone Group Stock (BX)	0.1	$2.4M	+4%	14k	170.85	View chart
Cvs Health Corp Stock (CVS)	0.1	$2.3M	+16%	31k	75.39	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.1	$2.3M	-7%	2.4k	968.08	View chart
Automatic Data Processing Stock (ADP)	0.1	$2.2M	-5%	7.7k	293.50	View chart
Proshares Ultra S&p 500 Etf (SSO)	0.1	$2.2M		20k	112.13	View chart
S&p Global Stock (SPGI)	0.1	$2.2M	-3%	4.6k	486.69	View chart
Norfolk Southern Crp Stock (NSC)	0.1	$2.2M	-2%	7.4k	300.43	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$2.2M	+73%	4.6k	484.98	View chart
Boston Scientific Corp Stock (BSX)	0.1	$2.2M		23k	97.63	View chart
Intuitive Surgical Stock (ISRG)	0.1	$2.2M	+8%	4.9k	447.21	View chart
O Reilly Automotive Stock (ORLY)	0.0	$2.2M		20k	107.81	View chart
Pgim Ultra Short Bond Etf Etf (PULS)	0.0	$2.2M	NEW	44k	49.83	View chart
Linde Stock (LIN)	0.0	$2.2M	-2%	4.5k	475.01	View chart
Ares Management Corporation Cl A Com Stk Stock (ARES)	0.0	$2.1M		13k	159.89	View chart
Lam Research Corp Stock (LRCX)	0.0	$2.1M		16k	133.90	View chart
Equinix Reit (EQIX)	0.0	$2.1M		2.7k	783.14	View chart
United Parcel Service Stock (UPS)	0.0	$2.1M	-8%	25k	83.53	View chart
Nike Inc Class B Stock (NKE)	0.0	$2.1M	+9%	30k	69.73	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$2.1M	-21%	34k	62.47	View chart
Ishares Russell Midcap Growth Etf Etf (IWP)	0.0	$2.1M		15k	142.41	View chart
Ishares Tr S&p 1500 Index Etf (ITOT)	0.0	$2.1M	-6%	14k	145.65	View chart
Medtronic Stock (MDT)	0.0	$2.1M	+4%	22k	95.24	View chart
Strategy Inc Cl A Stock (MSTR)	0.0	$2.1M	+19%	6.4k	322.18	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$2.1M	-48%	41k	50.07	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$2.0M	-12%	3.3k	609.26	View chart
American Tower Corp Reit (AMT)	0.0	$2.0M		11k	192.32	View chart
Aflac Stock (AFL)	0.0	$2.0M		18k	111.70	View chart
Phillips 66 Stock (PSX)	0.0	$2.0M		15k	136.02	View chart
Capital One Financial Corp Stock (COF)	0.0	$2.0M	+4%	9.5k	212.57	View chart
Hillenbrand Incorporated Stock (HI)	0.0	$2.0M	-3%	73k	27.04	View chart
Booking Holdings Stock (BKNG)	0.0	$2.0M	+10%	363.00	5404.07	View chart
Applied Matls Stock (AMAT)	0.0	$1.9M	+7%	9.5k	204.75	View chart
Illinois Tool Wks Stock (ITW)	0.0	$1.9M		7.4k	260.78	View chart
Southern Stock (SO)	0.0	$1.9M		20k	94.77	View chart
Schwab Emerging Market Eq Etf Etf (SCHE)	0.0	$1.9M		56k	33.37	View chart
T-mobile Us Stock (TMUS)	0.0	$1.9M	-5%	7.8k	239.38	View chart
Vertex Pharmaceuticals In Stock (VRTX)	0.0	$1.9M	+4%	4.8k	391.64	View chart
Crown Castle Intl Corp Reit (CCI)	0.0	$1.8M		19k	96.49	View chart
Ishares Credit Bond Etf Etf (USIG)	0.0	$1.8M		35k	52.22	View chart
Schwab Us Mid-cap Etf Etf (SCHM)	0.0	$1.8M	+11%	60k	29.64	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.0	$1.8M	NEW	35k	50.78	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$1.8M	+5%	14k	124.34	View chart
Arista Networks Stock (ANET)	0.0	$1.8M	+19%	12k	145.72	View chart
Constellation Energy Corp Stock (CEG)	0.0	$1.7M	-6%	5.2k	329.09	View chart
Intuit Stock (INTU)	0.0	$1.7M	-4%	2.5k	682.87	View chart
Industrial Select Sector Spdr Etf (XLI)	0.0	$1.7M	-16%	11k	154.23	View chart
Energy Select Sector Spdr Etf (XLE)	0.0	$1.7M	-14%	19k	89.34	View chart
Marathon Pete Corp Stock (MPC)	0.0	$1.7M		8.8k	192.74	View chart
Invesco Short Term Treasury Etf Etf (TBLL)	0.0	$1.7M	+2%	16k	105.64	View chart
Emerson Elec Stock (EMR)	0.0	$1.7M	+5%	13k	131.18	View chart
Cintas Corp Stock (CTAS)	0.0	$1.7M	-30%	8.1k	205.26	View chart
Steel Dynamics Stock (STLD)	0.0	$1.7M	-3%	12k	139.42	View chart
Ishares Msci Eafe Growth Index Etf Etf (EFG)	0.0	$1.6M	+12%	15k	113.88	View chart
Intercontinental Exch Intl Stock (ICE)	0.0	$1.6M	-4%	9.7k	168.48	View chart
Adobe Sys Stock (ADBE)	0.0	$1.6M	+22%	4.6k	352.77	View chart
General Mls Stock (GIS)	0.0	$1.6M	+25%	32k	50.42	View chart
Target Corp Stock (TGT)	0.0	$1.6M	-7%	18k	89.70	View chart
Vanguard Reit Index Etf Etf (VNQ)	0.0	$1.6M	-9%	17k	91.42	View chart
Ishares Tr Msci Acwiindex Etf (ACWI)	0.0	$1.6M	+9%	11k	138.23	View chart
Micron Technology Stock (MU)	0.0	$1.6M	-13%	9.3k	167.32	View chart
Simon Property Group Reit (SPG)	0.0	$1.5M	-2%	8.2k	187.67	View chart
Royal Dutch Shell Plc- Adr (SHEL)	0.0	$1.5M		22k	71.53	View chart
Genuine Parts Stock (GPC)	0.0	$1.5M	NEW	11k	138.60	View chart
Texas Instrs Stock (TXN)	0.0	$1.5M	-17%	8.2k	183.73	View chart
Parker-hannifin Corp Stock (PH)	0.0	$1.5M	+7%	2.0k	758.09	View chart
Entergy Corp Stock (ETR)	0.0	$1.5M	+3%	16k	93.19	View chart
Schwab Etfs- Us Small-cap Etf Etf (SCHA)	0.0	$1.5M		63k	23.49	View chart
Ishares Russell 2000 Growth Index Etf (IWO)	0.0	$1.5M	-2%	4.6k	320.03	View chart
3M Stock (MMM)	0.0	$1.5M		9.5k	155.17	View chart
Vanguard S&p Small-cap 600 Etf Etf (VIOO)	0.0	$1.5M	-3%	13k	110.47	View chart
Gilead Sciences Stock (GILD)	0.0	$1.5M		13k	111.00	View chart
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)	0.0	$1.5M		17k	87.03	View chart
Take-two Interactive Software Stock (TTWO)	0.0	$1.4M	+3%	5.6k	258.36	View chart
Ishares Gold Trust Etf Etf (IAU)	0.0	$1.4M	-7%	20k	72.77	View chart
Csx Corp Stock (CSX)	0.0	$1.4M	+16%	40k	35.51	View chart
Ford Motor Company Stock (F)	0.0	$1.4M	+2%	119k	11.96	View chart
Terre Haute First Financial Stock (THFF)	0.0	$1.4M		25k	56.44	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$1.4M		6.5k	215.78	View chart
Vistra Corp Stock (VST)	0.0	$1.4M	-10%	7.1k	195.93	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$1.4M	-2%	31k	45.10	View chart
Travelers Companies Stock (TRV)	0.0	$1.4M	-2%	5.0k	279.22	View chart
Analog Devices Stock (ADI)	0.0	$1.4M	+11%	5.7k	245.68	View chart
Laboratory Corp Of America Stock (LH)	0.0	$1.4M		4.8k	287.05	View chart
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)	0.0	$1.4M	+5%	37k	37.78	View chart
Astrazeneca Plc- Spons Adr (AZN)	0.0	$1.4M	+2%	18k	76.72	View chart
Vanguard High Dividend Yield Etf (VYM)	0.0	$1.4M	-5%	9.8k	140.95	View chart
German American Bancorp Stock (GABC)	0.0	$1.4M		35k	39.27	View chart
American Elec Pwr Stock (AEP)	0.0	$1.4M		12k	112.50	View chart
Vanguard Communication Services Etf Etf (VOX)	0.0	$1.4M	-16%	7.3k	187.73	View chart
Yum! Brands Stock (YUM)	0.0	$1.4M	-19%	9.0k	152.00	View chart
Kla-tencor Corp Stock (KLAC)	0.0	$1.3M	+2%	1.3k	1078.80	View chart
First Eagle Overseas Equity Etf Etf (FEOE)	0.0	$1.3M	+25%	29k	46.12	View chart
Us Bancorp Del Stock (USB)	0.0	$1.3M		27k	48.33	View chart
Schwab Us Large Cap Value Etf Etf (SCHV)	0.0	$1.3M		45k	29.11	View chart
Dimensional International Value Etf Etf (DFIV)	0.0	$1.3M		28k	46.12	View chart
Talkspace Stock (TALK)	0.0	$1.3M		469k	2.76	View chart
Chubb Stock (CB)	0.0	$1.3M	-31%	4.6k	282.22	View chart
Fortinet Stock (FTNT)	0.0	$1.3M	+28%	15k	84.08	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.0	$1.3M	+15%	18k	72.44	View chart
Royal Carribbean Cruises Stock (RCL)	0.0	$1.3M	+3%	4.0k	323.58	View chart
Eldridge Aaa Clo Etf Etf (CLOX)	0.0	$1.3M		50k	25.57	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.0	$1.3M		29k	44.69	View chart
Novartis Adr (NVS)	0.0	$1.3M	+7%	9.9k	128.24	View chart
Accenture Plc Class A Stock (ACN)	0.0	$1.3M	-40%	5.2k	246.59	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 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
Valeo Financial Advisors 2022 Q2 filed Aug. 3, 2022

View all past filings

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