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, AAPL, and represent 35.34% of Valeo Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: IJH (+$85M), JCPB (+$17M), IJR (+$11M), FBND (+$10M), AVGO (+$8.6M), VGIT (+$6.1M), VTEB, IEFA, Blackrock, VOO.
Started 71 new stock positions in WSM, PL, FBND, NWG, HSHP, HIG, CBRE, MSTR, HRB, AVUV.
Reduced shares in these 10 stocks: RSP (-$9.4M), IWM (-$5.7M), VWO, EFA, IEMG, , IWD, IWB, SPSM, AAPL.
Sold out of its positions in AAL, APA, BCE, BLK, BKSY, BLDR, Calumet Specialty Products Partners, L.P, EMN, FTEC, HE.
Valeo Financial Advisors was a net buyer of stock by $135M.
Valeo Financial Advisors has $3.5B in assets under management (AUM), dropping by 9.00%.
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 691 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Valeo Financial Advisors has 691 total positions. Only the first 250 positions are shown.

Sign up to view all of the Valeo Financial Advisors Sept. 30, 2024 positions
Download the Valeo Financial Advisors September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Etf (SPY)	15.7	$552M		980k	563.27	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	6.5	$228M	+5%	2.1M	108.70	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	4.7	$164M	+107%	2.9M	57.53	View chart
Ishares Core Msci Emerging Mkts Etf (IEMG)	4.4	$154M		2.7M	57.41	View chart
Apple Stock (AAPL)	4.1	$142M		654k	217.36	View chart
Prologis Share Beneficial Int Reit (PLD)	3.6	$128M		1.0M	126.28	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	3.5	$124M	-7%	691k	179.16	View chart
Ishares S&p 500 Index Etf (IVV)	3.0	$106M	+2%	183k	576.82	View chart
Eli Lilly & Co Stock (LLY)	2.9	$101M		114k	885.94	View chart
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)	2.4	$86M		1.4M	60.15	View chart
Microsoft Stock (MSFT)	2.4	$84M		226k	371.86	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	2.3	$80M	+8%	1.3M	60.42	View chart
Nvidia Corp Stock (NVDA)	1.9	$66M		544k	121.58	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.5	$54M		296k	182.84	View chart
Ishares Msci Eafe Etf Etf (EFA)	1.5	$54M	-5%	646k	83.63	View chart
Amazon.com Stock (AMZN)	1.5	$54M		303k	176.81	View chart
Ishares Core Msci Eafe Etf (IEFA)	1.4	$50M	+7%	642k	78.05	View chart
Google Stock (GOOGL)	1.0	$36M		252k	142.95	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	1.0	$34M	-10%	707k	47.85	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.9	$32M	+9%	60k	527.67	View chart
Jpmorgan Chase & Co Stock (JPM)	0.9	$31M		171k	180.82	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.8	$28M		532k	52.81	View chart
Meta Platforms Inc Cl A Stock (META)	0.7	$24M	+2%	81k	293.37	View chart
Powershares Qqq Tr Etf (QQQ)	0.7	$23M	+4%	48k	488.07	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.6	$22M		172k	127.97	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.6	$20M	-22%	91k	220.89	View chart
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)	0.5	$17M		490k	35.42	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	0.5	$17M	NEW	359k	48.24	View chart
Visa Stock (V)	0.5	$17M		62k	274.95	View chart
Tesla Motors Stock (TSLA)	0.4	$16M		60k	261.63	View chart
Procter And Gamble Stock (PG)	0.4	$15M		87k	173.20	View chart
Johnson & Johnson Stock (JNJ)	0.4	$14M		114k	121.85	View chart
Oracle Corporation Stock (ORCL)	0.4	$14M		81k	170.40	View chart
Exxon Mobil Corp Stock (XOM)	0.4	$13M	+3%	113k	117.21	View chart
Costco Wholesale Corp Stock (COST)	0.4	$13M	-3%	14k	886.52	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.4	$12M	-13%	270k	45.51	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.3	$12M		32k	375.38	View chart
Mastercard Stock (MA)	0.3	$12M		24k	493.80	View chart
Walmart Stock (WMT)	0.3	$12M		143k	80.75	View chart
Home Depot Stock (HD)	0.3	$11M	-7%	28k	405.20	View chart
Fidelity Total Bond Etf Etf (FBND)	0.3	$10M	NEW	223k	46.74	View chart
Merchants Bancorp Ind Stock (MBIN)	0.3	$9.8M	-7%	219k	44.96	View chart
Broadcom Stock (AVGO)	0.3	$9.8M	+708%	57k	172.50	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.3	$9.7M		14.00	691180.00	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$9.6M	+3%	25k	383.93	View chart
Pepsico Stock (PEP)	0.3	$9.3M	-7%	82k	113.21	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$9.3M	+2%	33k	283.16	View chart
Abbvie Stock (ABBV)	0.3	$9.0M		81k	112.28	View chart
Salesforce Stock (CRM)	0.3	$9.0M	+2%	79k	113.87	View chart
Caterpillar Stock (CAT)	0.3	$8.8M	-9%	23k	391.12	View chart
Unitedhealth Group Stock (UNH)	0.2	$8.7M		15k	584.65	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$8.6M	-7%	15k	584.55	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$8.5M	-21%	45k	189.80	View chart
Merck & Co Stock (MRK)	0.2	$8.3M	-4%	92k	90.34	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.2	$7.8M	+171%	153k	51.12	View chart
Bank America Corp Stock (BAC)	0.2	$7.7M		231k	33.32	View chart
Vanguard Value Etf Etf (VTV)	0.2	$7.6M	+5%	44k	174.57	View chart
Rtx Corporation Stock (RTX)	0.2	$7.6M	-3%	90k	84.35	View chart
Mcdonalds Corp Stock (MCD)	0.2	$7.1M	-5%	24k	304.51	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.2	$7.0M	-13%	114k	61.11	View chart
Disney Walt Stock (DIS)	0.2	$6.9M	-3%	102k	67.64	View chart
Chevron Corp Stock (CVX)	0.2	$6.6M	-3%	45k	147.26	View chart
Amgen Stock (AMGN)	0.2	$6.6M	-2%	43k	154.06	View chart
Coca Cola Stock (KO)	0.2	$6.6M	-2%	120k	54.58	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.2	$6.0M	-12%	131k	45.86	View chart
Ishares Aggregate Bond Etf Etf (AGG)	0.2	$5.8M		58k	101.27	View chart
Pfizer Stock (PFE)	0.2	$5.6M		218k	25.81	View chart
Technology Select Sector Spdr Etf (XLK)	0.2	$5.6M	-3%	25k	225.76	View chart
Netflix Stock (NFLX)	0.2	$5.4M	+2%	7.6k	709.29	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.2	$5.3M	+4%	70k	75.11	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.1	$5.3M	+11%	42k	126.18	View chart
Taiwan Semiconductor Manufacturing Adr (TSM)	0.1	$5.1M	+49%	30k	173.67	View chart
Palo Alto Networks Stock (PANW)	0.1	$5.1M	+6%	15k	341.68	View chart
Cisco Sys Stock (CSCO)	0.1	$5.1M	+2%	95k	53.22	View chart
Philip Morris Intl Stock (PM)	0.1	$4.8M	-9%	40k	121.40	View chart
Ishares Trust Russell 3000 Index Etf (IWV)	0.1	$4.7M		14k	326.73	View chart
Goldman Sachs Group Stock (GS)	0.1	$4.6M		28k	164.30	View chart
Ishares Tr Russell 1000 Index Etf Etf (IWB)	0.1	$4.6M	-33%	15k	314.38	View chart
Novo-nordisk A/s Adr Adr Cmn Adr (NVO)	0.1	$4.5M		38k	119.07	View chart
Honeywell Intl Stock (HON)	0.1	$4.5M		22k	206.72	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$4.5M		38k	119.70	View chart
Verizon Communications Stock (VZ)	0.1	$4.4M		99k	44.91	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$4.3M	+5%	29k	151.35	View chart
American Express Stock (AXP)	0.1	$4.3M		16k	271.20	View chart
Cummins Stock (CMI)	0.1	$4.2M		13k	323.79	View chart
Citigroup Stock (C)	0.1	$4.2M	+13%	66k	62.60	View chart
Energy Transfer Equity L P Com Unit Ltd Partnership Stock (ET)	0.1	$4.0M	+3%	296k	13.47	View chart
Boeing Stock (BA)	0.1	$3.9M	-3%	55k	72.04	View chart
Union Pac Corp Stock (UNP)	0.1	$3.9M	+2%	16k	246.48	View chart
Danaher Corp Stock (DHR)	0.1	$3.9M		14k	278.02	View chart
Adobe Sys Stock (ADBE)	0.1	$3.8M	+21%	7.4k	517.71	View chart
Fedex Corp Stock (FDX)	0.1	$3.8M		14k	273.69	View chart
United Parcel Service Stock (UPS)	0.1	$3.8M	+16%	28k	136.34	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.1	$3.7M	+109%	163k	22.99	View chart
Eaton Corp Stock (ETN)	0.1	$3.7M	+2%	11k	331.40	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.1	$3.7M	-8%	15k	257.69	View chart
Ishares Tr High Divid Equity Etf (HDV)	0.1	$3.7M		185k	19.88	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$3.6M	+328%	13k	280.47	View chart
Vanguard Mid Cap Etf (VO)	0.1	$3.6M	+2%	14k	263.83	View chart
Abbott Labs Stock (ABT)	0.1	$3.5M	-2%	31k	114.01	View chart
Financial Select Sector Spdr Etf (XLF)	0.1	$3.5M	+6%	78k	45.32	View chart
Advanced Micro Devices Stock (AMD)	0.1	$3.4M	+2%	21k	164.08	View chart
Panagram Bbb-b Clo Etf Etf (CLOZ)	0.1	$3.4M	+118%	128k	26.88	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$3.4M	+10%	53k	64.74	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$3.4M	-3%	17k	197.17	View chart
Ge Aerospace Stock (GE)	0.1	$3.3M	-10%	18k	188.58	View chart
Deere & Co Stock (DE)	0.1	$3.3M	+2%	8.0k	417.31	View chart
Blackrock Stock	0.1	$3.3M	NEW	3.5k	949.64	View chart
Qualcomm Stock (QCOM)	0.1	$3.3M		44k	74.49	View chart
At&t Stock (T)	0.1	$3.2M	-2%	144k	22.00	View chart
Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX)	0.1	$3.1M		46k	67.85	View chart
Starbucks Corp Stock (SBUX)	0.1	$3.1M	-10%	63k	50.03	View chart
Intl Business Machines Stock (IBM)	0.1	$3.1M	+4%	14k	221.07	View chart
Vanguard Small Cap Etf Etf (VB)	0.1	$3.1M	-5%	13k	237.21	View chart
Nike Inc Class B Stock (NKE)	0.1	$3.1M	-26%	35k	88.40	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$3.1M		32k	95.75	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$3.1M	+5%	105k	29.11	View chart
Target Corp Stock (TGT)	0.1	$3.0M		19k	155.86	View chart
Vertex Pharmaceuticals In Stock (VRTX)	0.1	$3.0M	+9%	6.4k	465.09	View chart
Stryker Corp Stock (SYK)	0.1	$2.9M	-2%	8.1k	361.28	View chart
Accenture Plc Class A Stock (ACN)	0.1	$2.9M	+13%	8.1k	353.47	View chart
Intel Corp Stock (INTC)	0.1	$2.8M	+2%	121k	23.46	View chart
Wells Fargo Stock (WFC)	0.1	$2.8M	-4%	49k	56.49	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$2.7M	+4%	4.3k	618.62	View chart
Ishares Dj Select Dividend Etf (DVY)	0.1	$2.6M	-2%	20k	135.07	View chart
Lowes Cos Stock (LOW)	0.1	$2.6M	+2%	9.5k	270.74	View chart
Tjx Cos Stock (TJX)	0.1	$2.5M	-11%	21k	117.54	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$2.5M	+3%	34k	73.67	View chart
Conocophillips Stock (COP)	0.1	$2.5M	-4%	24k	105.28	View chart
Charles Schwab Corp Stock (SCHW)	0.1	$2.5M		38k	64.80	View chart
Energy Select Sector Spdr Etf (XLE)	0.1	$2.5M		28k	87.80	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$2.4M		29k	82.94	View chart
Equinix Reit (EQIX)	0.1	$2.4M		2.7k	887.58	View chart
Nextera Energy Stock (NEE)	0.1	$2.3M	+6%	28k	84.53	View chart
Gitlab Inc Class A Stock (GTLB)	0.1	$2.3M		44k	51.54	View chart
S&p Global Stock (SPGI)	0.1	$2.3M	+4%	4.4k	516.60	View chart
Duke Energy Corp Stock (DUK)	0.1	$2.2M		19k	115.30	View chart
Ishares Tr Russell Midcap Index Etf (IWR)	0.1	$2.2M		25k	88.14	View chart
Linde Stock (LIN)	0.1	$2.2M		4.7k	476.89	View chart
Altria Group Stock (MO)	0.1	$2.2M		43k	51.04	View chart
Ishares Tr S&p 1500 Index Etf (ITOT)	0.1	$2.2M	+2%	17k	125.62	View chart
Vanguard Information Technology Etf (VGT)	0.1	$2.2M	-6%	3.7k	586.46	View chart
Ford Motor Company Stock (F)	0.1	$2.2M	-5%	204k	10.56	View chart
Hershey Stock (HSY)	0.1	$2.1M	-3%	11k	191.78	View chart
Blackstone Group Stock (BX)	0.1	$2.1M	+13%	14k	153.13	View chart
Microstrategy Inc Cl A Stock (MSTR)	0.1	$2.1M	NEW	13k	168.60	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.1	$2.1M	-4%	29k	71.76	View chart
Texas Instrs Stock (TXN)	0.1	$2.1M		10k	206.57	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$2.1M	-2%	84k	25.01	View chart
Automatic Data Processing Stock (ADP)	0.1	$2.1M	-5%	7.5k	276.74	View chart
Elevance Health Stock (ELV)	0.1	$2.1M	-15%	4.0k	520.03	View chart
Consumer Discretionary Sel Sector Spdr Etf (XLY)	0.1	$2.1M		10k	200.38	View chart
Ares Management Corporation Cl A Com Stk Stock (ARES)	0.1	$2.1M		13k	155.84	View chart
General Mls Stock (GIS)	0.1	$2.0M	-3%	28k	73.85	View chart
Intuitive Surgical Stock (ISRG)	0.1	$2.0M	+13%	4.1k	491.24	View chart
Hillenbrand Incorporated Stock (HI)	0.1	$2.0M		72k	27.80	View chart
Waste Management Stock (WM)	0.1	$2.0M		9.4k	207.59	View chart
Uber Technologies Stock (UBER)	0.1	$1.9M		26k	75.16	View chart
Panagram Aaa Clo Etf Etf (CLOX)	0.1	$1.9M	+261%	75k	25.55	View chart
Phillips 66 Stock (PSX)	0.1	$1.9M	+12%	15k	131.45	View chart
Cintas Corp Stock (CTAS)	0.1	$1.9M	+314%	9.3k	205.87	View chart
General Dynamics Corp Stock (GD)	0.1	$1.9M		6.3k	302.22	View chart
Industrial Select Sector Spdr Etf (XLI)	0.1	$1.9M	-6%	14k	135.44	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$1.9M	-19%	13k	142.28	View chart
Norfolk Southern Crp Stock (NSC)	0.1	$1.9M	-2%	7.4k	248.51	View chart
Boston Scientific Corp Stock (BSX)	0.1	$1.8M		22k	83.79	View chart
Applied Matls Stock (AMAT)	0.1	$1.8M	+7%	9.0k	202.04	View chart
Snowflake Inc Cl A Stock (SNOW)	0.1	$1.8M	-14%	16k	114.86	View chart
Servicenow Stock (NOW)	0.1	$1.8M	-2%	2.0k	894.39	View chart
Aflac Stock (AFL)	0.1	$1.8M		16k	111.80	View chart
Cvs Health Corp Stock (CVS)	0.1	$1.8M	-13%	29k	62.88	View chart
Morgan Stanley Stock (MS)	0.0	$1.7M	-3%	17k	104.24	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$1.7M	+2%	6.4k	267.38	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$1.7M	+14%	2.0k	833.43	View chart
BP Adr (BP)	0.0	$1.7M	+15%	54k	31.39	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$1.7M		9.0k	187.48	View chart
Spdr Gold Etf Etf (GLD)	0.0	$1.7M	+51%	7.0k	243.08	View chart
Ishares Russell Midcap Growth Etf Etf (IWP)	0.0	$1.7M	+5%	14k	117.29	View chart
Royal Dutch Shell Plc- Adr (SHEL)	0.0	$1.7M	-9%	25k	65.95	View chart
Vanguard Ftse All-world Ex-us Etf (VEU)	0.0	$1.6M		26k	63.00	View chart
Ishares Cohen & Steers Rlty Etf (ICF)	0.0	$1.6M	+247%	25k	65.91	View chart
Ishares Russell 2000 Growth Index Etf (IWO)	0.0	$1.6M	+2%	5.8k	283.98	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$1.6M	+40%	1.5k	1051.24	View chart
Csx Corp Stock (CSX)	0.0	$1.6M		47k	34.53	View chart
Ishares Credit Bond Etf Etf (USIG)	0.0	$1.6M	+2%	31k	52.58	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$1.6M	+6%	50k	32.36	View chart
Medtronic Stock (MDT)	0.0	$1.6M	-6%	18k	89.97	View chart
Simon Property Group Reit (SPG)	0.0	$1.6M		9.4k	169.02	View chart
Ge Vernova Stock (GEV)	0.0	$1.6M	+29%	6.2k	254.98	View chart
Invesco Short Term Treasury Etf Etf (TBLL)	0.0	$1.6M	+4%	15k	105.66	View chart
Zoetis Inc Com Cl A Stock (ZTS)	0.0	$1.6M		8.0k	195.36	View chart
Intuit Stock (INTU)	0.0	$1.5M	+6%	2.4k	621.00	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.0	$1.5M	+3%	36k	41.69	View chart
Marathon Pete Corp Stock (MPC)	0.0	$1.5M	+9%	9.1k	162.91	View chart
Chubb Stock (CB)	0.0	$1.5M	-2%	5.1k	288.38	View chart
Kraft Heinz Stock (KHC)	0.0	$1.5M	-9%	42k	35.11	View chart
Southern Stock (SO)	0.0	$1.5M	+5%	16k	90.18	View chart
Zimmer Hldgs Stock (ZBH)	0.0	$1.5M	-24%	14k	107.95	View chart
Cigna Corp Stock (CI)	0.0	$1.4M	-2%	4.1k	346.44	View chart
American Elec Pwr Stock (AEP)	0.0	$1.4M	-7%	14k	102.60	View chart
Paypal Hldgs Stock (PYPL)	0.0	$1.4M	+2%	41k	34.25	View chart
Nxp Semiconductors Nv Stock (NXPI)	0.0	$1.4M	+4%	5.8k	240.03	View chart
Shopify Inc Cl A Stock (SHOP)	0.0	$1.4M	+19%	17k	80.14	View chart
3M Stock (MMM)	0.0	$1.4M		10k	136.70	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$1.4M		37k	37.20	View chart
O Reilly Automotive Stock (ORLY)	0.0	$1.3M	-4%	1.2k	1151.60	View chart
Laboratory Corp Of America Stock (LH)	0.0	$1.3M	-16%	6.0k	223.50	View chart
Abercrombie & Fitch Co Cl A Stock (ANF)	0.0	$1.3M	-25%	9.3k	144.49	View chart
Schwab Us Large Cap Value Etf Etf (SCHV)	0.0	$1.3M		17k	80.37	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$1.3M	+5%	5.8k	230.59	View chart
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)	0.0	$1.3M		17k	78.56	View chart
Schlumberger Ltd Com Stk Stock (SLB)	0.0	$1.3M	+32%	31k	41.96	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$1.3M	+35%	32k	41.20	View chart
Kimball Electronics Stock (KE)	0.0	$1.3M	-15%	69k	18.51	View chart
Yum! Brands Stock (YUM)	0.0	$1.3M	-3%	9.1k	139.72	View chart
Ishares Russell 2000 Value Etf (IWN)	0.0	$1.2M	-31%	7.5k	166.83	View chart
HP Stock (HPQ)	0.0	$1.2M	+230%	35k	35.87	View chart
Us Bancorp Del Stock (USB)	0.0	$1.2M	-8%	27k	45.73	View chart
Emerson Elec Stock (EMR)	0.0	$1.2M	-7%	11k	109.37	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$1.2M	-2%	2.4k	528.12	View chart
Colgate Palmolive Stock (CL)	0.0	$1.2M		12k	103.81	View chart
Ishares Msci Eafe Growth Index Etf Etf (EFG)	0.0	$1.2M	-3%	11k	107.65	View chart
Booking Holdings Stock (BKNG)	0.0	$1.2M		292.00	4209.44	View chart
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)	0.0	$1.2M	NEW	33k	37.65	View chart
Astrazeneca Plc- Spons Adr (AZN)	0.0	$1.2M	-2%	16k	77.91	View chart
Schwab Us Large Cap Growth Etf Etf (SCHG)	0.0	$1.2M		12k	104.18	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$1.2M	+9%	6.6k	184.85	View chart
Marsh & Mclennan Cos Stock (MMC)	0.0	$1.2M		5.4k	223.08	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$1.2M		21k	57.62	View chart
Keycorp Stock (KEY)	0.0	$1.2M		98k	12.07	View chart
Travelers Companies Stock (TRV)	0.0	$1.2M	+5%	5.0k	234.13	View chart
Vanguard Intermediate Term Corp Bond Fd Etf Etf (VCIT)	0.0	$1.2M		14k	83.75	View chart
Kellanova Stock (K)	0.0	$1.2M	-17%	14k	80.71	View chart
Vanguard Energy Etf (VDE)	0.0	$1.2M		9.5k	122.47	View chart
Inspire Med Sys Stock (INSP)	0.0	$1.1M		5.4k	211.05	View chart
Terre Haute First Financial Stock (THFF)	0.0	$1.1M	-10%	26k	43.85	View chart
American Tower Corp Reit (AMT)	0.0	$1.1M	+6%	4.9k	232.56	View chart
T-mobile Us Stock (TMUS)	0.0	$1.1M		5.4k	206.35	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$1.1M	-4%	5.6k	198.04	View chart
Sherwin Williams Stock (SHW)	0.0	$1.1M	+8%	2.9k	381.71	View chart
General Motors Corp Stock (GM)	0.0	$1.1M	+4%	114k	9.62	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.0	$1.1M	NEW	11k	95.95	View chart
Delta Air Lines Inc Del Cmn Stock (DAL)	0.0	$1.1M	+8%	21k	50.79	View chart
Consumer Staples Select Sector Spdr Etf (XLP)	0.0	$1.1M		13k	83.00	View chart
Ishares Tr Msci Acwiindex Etf (ACWI)	0.0	$1.1M	+2%	9.0k	119.55	View chart
Intercontinental Exch Intl Stock (ICE)	0.0	$1.1M	+5%	6.7k	160.65	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.0	$1.1M	-10%	17k	64.86	View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)	0.0	$1.1M	+5%	43k	25.16	View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)	0.0	$1.1M	+3%	22k	48.59	View chart
Parker-hannifin Corp Stock (PH)	0.0	$1.1M		1.7k	631.68	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 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
Valeo Financial Advisors 2021 Q1 filed April 12, 2021

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