Valeo Financial Advisors

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

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

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Portfolio Holdings for Valeo Financial Advisors

Valeo Financial Advisors holds 634 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Valeo Financial Advisors has 634 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Etf (SPY) 17.9 $446M -21% 953k 467.59
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Ishares S&p Smallcap 600 Etf Etf (IJR) 7.2 $181M 1.8M 101.83
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Invesco S&p 500 Equal Weight Etf Etf (RSP) 4.9 $123M -18% 781k 157.80
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Apple Stock (AAPL) 4.6 $114M 636k 179.26
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Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 3.4 $84M -7% 1.4M 58.75
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Ishares S&p 500 Index Etf (IVV) 3.3 $83M +4% 174k 477.63
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Microsoft Stock (MSFT) 2.9 $71M +2% 220k 323.52
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Vanguard Intermediate-term Treasury Etf Etf (VGIT) 2.6 $64M +8% 1.1M 59.32
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Eli Lilly & Co Stock (LLY) 2.5 $61M 105k 582.92
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Ishares Msci Eafe Etf Etf (EFA) 2.1 $52M +4% 687k 75.35
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.7 $43M 290k 148.50
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Amazon.com Stock (AMZN) 1.6 $41M -4% 282k 144.98
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Vanguard Ftse Emerging Markets Etf Etf (VWO) 1.5 $37M +17% 900k 41.10
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Google Stock (GOOGL) 1.2 $29M +2% 240k 120.25
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Ishares Core Msci Eafe Etf (IEFA) 1.1 $28M +16% 397k 70.35
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Jpmorgan Chase & Co Stock (JPM) 1.1 $27M +6% 185k 147.65
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Nvidia Corp Stock (NVDA) 1.0 $25M +18% 51k 495.21
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Ishares Russell 2000 Etf Etf (IWM) 1.0 $25M 125k 200.71
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Vanguard Ftse Developed Markets Etf Etf (VEA) 1.0 $24M +3% 507k 47.90
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Vanguard S&p 500 Etf Etf (VOO) 0.7 $18M +3% 42k 436.80
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Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.7 $18M 169k 107.35
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Powershares Qqq Tr Etf (QQQ) 0.7 $18M -10% 43k 409.46
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Visa Stock (V) 0.6 $16M -8% 60k 260.35
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Boeing Stock (BA) 0.6 $15M -5% 58k 260.66
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Tesla Motors Stock (TSLA) 0.6 $15M +17% 59k 248.48
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Johnson & Johnson Stock (JNJ) 0.6 $15M 121k 120.06
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Procter And Gamble Stock (PG) 0.5 $13M +6% 92k 146.54
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Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.5 $13M +20% 314k 42.18
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Meta Platforms Inc Cl A Stock (META) 0.5 $12M 73k 163.68
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Merchants Bancorp Ind Stock (MBIN) 0.4 $11M 257k 42.58
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Home Depot Stock (HD) 0.4 $10M 30k 346.55
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Ishares Russell 1000 Growth Etf Etf (IWF) 0.4 $9.9M 33k 303.17
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Mastercard Stock (MA) 0.4 $9.6M -6% 23k 426.51
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Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 0.4 $9.4M +3% 300k 31.51
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Pepsico Stock (PEP) 0.4 $9.4M 83k 113.69
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Ishares Russell 1000 Value Etf Etf (IWD) 0.4 $9.4M 57k 165.25
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Costco Wholesale Corp Stock (COST) 0.4 $9.3M +3% 14k 660.09
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Exxon Mobil Corp Stock (XOM) 0.4 $8.9M +12% 89k 99.98
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Merck & Co Stock (MRK) 0.3 $8.3M 95k 87.48
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Oracle Corporation Stock (ORCL) 0.3 $8.2M 78k 105.43
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Ishares Msci Emerging Markets Etf Etf (EEM) 0.3 $8.0M -6% 200k 40.21
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Disney Walt Stock (DIS) 0.3 $7.8M 117k 66.78
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Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.3 $7.7M +10% 139k 55.41
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Unitedhealth Group Stock (UNH) 0.3 $7.6M +3% 15k 526.47
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Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.3 $7.6M 14.00 542625.00
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Mcdonalds Corp Stock (MCD) 0.3 $7.4M 25k 296.51
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Chevron Corp Stock (CVX) 0.3 $7.2M +13% 48k 149.16
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Lockheed Martin Corp Stock (LMT) 0.3 $7.2M +3% 16k 453.25
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Walmart Stock (WMT) 0.3 $7.2M 45k 157.65
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Amgen Stock (AMGN) 0.3 $7.0M 47k 149.71
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Abbvie Stock (ABBV) 0.3 $6.8M 79k 86.70
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Salesforce Stock (CRM) 0.3 $6.7M 72k 93.32
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Bank America Corp Stock (BAC) 0.3 $6.7M 198k 33.67
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Vanguard Total Stock Market Etf Etf (VTI) 0.3 $6.5M +6% 28k 237.22
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Coca Cola Stock (KO) 0.2 $6.1M 133k 46.11
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Vanguard Value Etf Etf (VTV) 0.2 $6.1M -3% 41k 149.50
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Intel Corp Stock (INTC) 0.2 $6.0M 120k 50.25
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Caterpillar Stock (CAT) 0.2 $6.0M +2% 20k 295.67
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Rtx Corporation Stock (RTX) 0.2 $5.8M -5% 96k 60.27
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Ishares Core Msci Emerging Mkts Etf (IEMG) 0.2 $5.6M +15% 111k 50.58
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Ishares Tr Russell 1000 Index Etf Etf (IWB) 0.2 $5.5M +3% 21k 262.26
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Nike Inc Class B Stock (NKE) 0.2 $5.2M +2% 48k 108.57
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Pfizer Stock (PFE) 0.2 $5.2M -7% 180k 28.79
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Broadcom Stock (AVGO) 0.2 $4.9M +9% 4.4k 1116.33
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Deere & Co Stock (DE) 0.2 $4.9M +3% 12k 399.88
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Honeywell Intl Stock (HON) 0.2 $4.8M +4% 23k 209.71
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Philip Morris Intl Stock (PM) 0.2 $4.7M +4% 50k 94.08
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Cisco Sys Stock (CSCO) 0.2 $4.6M 92k 50.52
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Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.2 $4.3M -2% 41k 104.92
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Vanguard Short-term Treasury Etf Etf (VGSH) 0.2 $4.3M +14% 73k 58.33
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Verizon Communications Stock (VZ) 0.2 $4.1M +2% 109k 37.70
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Vanguard Growth Etf Etf (VUG) 0.2 $4.1M -2% 13k 310.89
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Fedex Corp Stock (FDX) 0.2 $4.0M +5% 16k 252.97
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Snowflake Inc Cl A Stock (SNOW) 0.2 $4.0M -4% 20k 199.00
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Ishares Trust Russell 3000 Index Etf (IWV) 0.2 $4.0M 15k 273.74
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Cvs Health Corp Stock (CVS) 0.2 $3.9M -2% 49k 78.93
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Ishares Aggregate Bond Etf Etf (AGG) 0.2 $3.9M +209% 39k 99.25
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Netflix Stock (NFLX) 0.2 $3.9M -16% 7.9k 486.73
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Union Pac Corp Stock (UNP) 0.2 $3.8M +7% 16k 245.61
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United Parcel Service Stock (UPS) 0.2 $3.8M -8% 24k 157.23
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Constellation Brands Inc Cl A Stock (STZ) 0.2 $3.8M 16k 241.75
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Comcast Corp New Cl A Stock (CMCSA) 0.2 $3.8M 120k 31.63
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Technology Select Sector Spdr Etf (XLK) 0.2 $3.8M +3% 20k 192.48
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Prologis Share Beneficial Int Reit (PLD) 0.1 $3.6M +30% 27k 133.30
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Energy Transfer Equity L P Com Unit Ltd Partnership Stock (ET) 0.1 $3.5M 255k 13.80
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Vanguard Small Cap Value Etf Etf (VBR) 0.1 $3.5M 27k 132.28
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Ishares Core S&p Mid Cap Etf Etf (IJH) 0.1 $3.4M +3% 12k 277.15
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Hillenbrand Incorporated Stock (HI) 0.1 $3.4M -8% 72k 47.85
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Goldman Sachs Group Stock (GS) 0.1 $3.4M 28k 121.89
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Qualcomm Stock (QCOM) 0.1 $3.4M 48k 70.67
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Charles Schwab Corp Stock (SCHW) 0.1 $3.4M +7% 49k 68.80
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Abbott Labs Stock (ABT) 0.1 $3.4M +27% 31k 110.07
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Starbucks Corp Stock (SBUX) 0.1 $3.2M 64k 50.01
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Target Corp Stock (TGT) 0.1 $3.1M -10% 22k 142.42
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Cummins Stock (CMI) 0.1 $3.1M +4% 13k 239.56
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Ford Motor Company Stock (F) 0.1 $3.1M 255k 12.19
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Adobe Sys Stock (ADBE) 0.1 $3.1M +3% 5.2k 596.59
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Paypal Hldgs Stock (PYPL) 0.1 $3.0M -6% 50k 61.41
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Citigroup Stock (C) 0.1 $3.0M -3% 59k 51.44
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Vanguard Total World Stock Etf Etf (VT) 0.1 $3.0M +20% 30k 102.88
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Ishares S&p 500 Value Etf Etf (IVE) 0.1 $3.0M -3% 17k 173.89
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Conocophillips Stock (COP) 0.1 $3.0M +14% 26k 116.07
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American Express Stock (AXP) 0.1 $2.9M +9% 16k 187.34
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At&t Stock (T) 0.1 $2.8M -11% 167k 16.78
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Gitlab Inc Class A Stock (GTLB) 0.1 $2.8M 44k 62.96
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Wells Fargo Stock (WFC) 0.1 $2.7M -15% 56k 49.22
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Zimmer Hldgs Stock (ZBH) 0.1 $2.7M -20% 22k 121.70
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Danaher Corp Stock (DHR) 0.1 $2.7M -5% 12k 231.34
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Novo-nordisk A/s Adr Adr Cmn Adr (NVO) 0.1 $2.7M +11% 26k 103.45
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Kimball Electronics Stock (KE) 0.1 $2.7M -7% 99k 26.95
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Enterprise Prods Partners Stock (EPD) 0.1 $2.6M -2% 100k 26.35
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Eaton Corp Stock (ETN) 0.1 $2.6M -4% 11k 240.81
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Occidental Pete Corp Stock (OXY) 0.1 $2.6M -2% 43k 59.71
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Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX) 0.1 $2.5M -4% 44k 56.40
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Accenture Plc Class A Stock (ACN) 0.1 $2.4M +7% 7.0k 350.92
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Pioneer Natural Resources Stock (PXD) 0.1 $2.4M +4% 11k 224.88
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Vanguard Total International Stock Etf Etf (VXUS) 0.1 $2.4M +28% 42k 57.96
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Intl Business Machines Stock (IBM) 0.1 $2.4M 15k 163.54
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Elevance Health Stock (ELV) 0.1 $2.4M 5.1k 471.58
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Blackrock Stock (BLK) 0.1 $2.4M +6% 2.9k 811.82
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Stryker Corp Stock (SYK) 0.1 $2.3M +15% 7.8k 299.45
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Ishares Dj Select Dividend Etf (DVY) 0.1 $2.3M -3% 20k 117.22
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Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $2.3M -5% 32k 72.43
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Tjx Cos Stock (TJX) 0.1 $2.3M 25k 93.81
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Vertex Pharmaceuticals In Stock (VRTX) 0.1 $2.3M +28% 5.6k 406.92
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Financial Select Sector Spdr Etf (XLF) 0.1 $2.3M 60k 37.60
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General Electric Stock (GE) 0.1 $2.3M 18k 127.63
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Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.1 $2.2M -20% 44k 51.05
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Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $2.2M 29k 75.10
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Vanguard Total Bond Market Etf Etf (BND) 0.1 $2.1M +362% 29k 73.55
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Equinix Reit (EQIX) 0.1 $2.1M -2% 2.7k 805.40
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General Dynamics Corp Stock (GD) 0.1 $2.1M +9% 8.0k 259.68
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Ishares Tr S&p 1500 Index Etf (ITOT) 0.1 $2.1M 20k 105.23
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Ishares Tr Russell Midcap Index Etf (IWR) 0.1 $2.0M +5% 26k 77.73
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Kraft Heinz Stock (KHC) 0.1 $2.0M -6% 55k 36.98
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Royal Dutch Shell Plc- Adr (SHEL) 0.1 $2.0M -10% 31k 65.80
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Thermo Fisher Scientific Stock (TMO) 0.1 $2.0M +11% 3.8k 530.84
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Kimberly-clark Corp Stock (KMB) 0.1 $1.9M +24% 16k 121.51
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Schwab Fundamental Us Large Co. Index Etf Etf (FNDX) 0.1 $1.9M -5% 31k 61.94
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Paragon 28 Stock (FNA) 0.1 $1.9M -54% 153k 12.43
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Advanced Micro Devices Stock (AMD) 0.1 $1.9M +3% 13k 147.34
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Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.1 $1.9M 29k 65.06
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Phillips 66 Stock (PSX) 0.1 $1.8M 14k 133.14
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Duke Energy Corp Stock (DUK) 0.1 $1.8M -25% 19k 97.04
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Palo Alto Networks Stock (PANW) 0.1 $1.8M -3% 6.1k 294.87
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Medtronic Stock (MDT) 0.1 $1.7M -10% 21k 82.38
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General Mls Stock (GIS) 0.1 $1.7M +4% 27k 65.14
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Lowes Cos Stock (LOW) 0.1 $1.7M +18% 7.8k 222.54
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Waste Management Stock (WM) 0.1 $1.7M +5% 9.7k 179.10
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Altria Group Stock (MO) 0.1 $1.7M -12% 43k 40.34
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S&p Global Stock (SPGI) 0.1 $1.7M -13% 3.9k 440.47
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Ishares Russell 2000 Value Etf (IWN) 0.1 $1.7M +13% 11k 155.33
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Vanguard Ftse All-world Ex-us Etf (VEU) 0.1 $1.7M -9% 30k 56.14
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Automatic Data Processing Stock (ADP) 0.1 $1.7M 7.3k 232.98
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Energy Select Sector Spdr Etf (XLE) 0.1 $1.7M -2% 20k 83.84
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Linde Stock (LIN) 0.1 $1.7M +6% 4.1k 410.70
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Norfolk Southern Crp Stock (NSC) 0.1 $1.7M +23% 7.1k 236.39
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Airbnb Inc Com Cl A Stock (ABNB) 0.1 $1.6M +271% 12k 136.12
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Laboratory Corp Of America Stock (LH) 0.1 $1.6M 7.2k 227.29
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Blackstone Group Stock (BX) 0.1 $1.6M -7% 12k 130.92
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Ishares Tr High Divid Equity Etf (HDV) 0.1 $1.6M -3% 158k 10.30
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Bristol-myers Squibb Stock (BMY) 0.1 $1.6M +19% 51k 31.66
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Csx Corp Stock (CSX) 0.1 $1.6M +16% 46k 34.67
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BP Adr (BP) 0.1 $1.6M -12% 45k 35.40
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Morgan Stanley Stock (MS) 0.1 $1.6M -2% 17k 93.25
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Ares Management Corporation Cl A Com Stk Stock (ARES) 0.1 $1.6M 13k 118.92
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Texas Instrs Stock (TXN) 0.1 $1.5M -14% 9.1k 170.46
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Ishares Credit Bond Etf Etf (USIG) 0.1 $1.5M +3% 30k 51.26
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Us Bancorp Del Stock (USB) 0.1 $1.5M +25% 35k 43.28
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Consumer Discretionary Sel Sector Spdr Etf (XLY) 0.1 $1.5M +2% 8.5k 178.80
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American Elec Pwr Stock (AEP) 0.1 $1.5M +166% 19k 81.22
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Vanguard Energy Etf (VDE) 0.1 $1.5M -3% 13k 117.28
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Vanguard Small-cap Growth Etf Etf (VBK) 0.1 $1.5M -9% 6.2k 241.78
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Intuit Stock (INTU) 0.1 $1.5M +18% 2.4k 625.07
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Schlumberger Ltd Com Stk Stock (SLB) 0.1 $1.5M -5% 28k 52.04
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Taiwan Semiconductor Manufacturing Adr (TSM) 0.1 $1.4M +3% 14k 104.00
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Invesco Short Term Treasury Etf Etf (TBLL) 0.1 $1.4M NEW 14k 105.61
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Vanguard Small Cap Etf Etf (VB) 0.1 $1.4M +5% 6.6k 213.32
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Northrop Grumman Corp Stock (NOC) 0.1 $1.4M +15% 3.0k 468.20
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Ishares Russell 2000 Growth Index Etf (IWO) 0.1 $1.4M -4% 5.6k 252.20
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Lennar Corp Cl A Stock (LEN) 0.1 $1.4M 9.3k 149.04
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Boston Scientific Corp Stock (BSX) 0.1 $1.4M +14% 24k 57.81
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Ishares Russell Midcap Growth Etf Etf (IWP) 0.1 $1.4M 13k 104.46
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Zoetis Inc Com Cl A Stock (ZTS) 0.1 $1.4M +67% 6.9k 197.37
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Terre Haute First Financial Stock (THFF) 0.1 $1.4M 31k 43.03
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Dimensional Us Marketwide Value Etf Etf (DFUV) 0.1 $1.3M -4% 36k 37.22
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Asml Holding N V N Y Registry Adr (ASML) 0.1 $1.3M +10% 1.8k 756.94
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Servicenow Stock (NOW) 0.1 $1.3M +5% 1.9k 706.62
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Kellanova Stock (K) 0.1 $1.3M +13% 23k 55.91
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Aflac Stock (AFL) 0.1 $1.3M +4% 16k 82.50
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Shopify Inc Cl A Stock (SHOP) 0.1 $1.3M -30% 17k 77.90
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Abercrombie & Fitch Co Cl A Stock (ANF) 0.1 $1.3M -21% 15k 88.22
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Diageo Adr (DEO) 0.1 $1.3M 35k 37.03
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Cigna Corp Stock (CI) 0.1 $1.3M -14% 4.3k 299.48
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Uber Technologies Stock (UBER) 0.1 $1.3M -10% 21k 61.57
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Applied Matls Stock (AMAT) 0.1 $1.3M +4% 7.8k 162.07
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Simon Property Group Reit (SPG) 0.1 $1.3M +2% 8.8k 142.64
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Ishares Msci Eafe Growth Index Etf Etf (EFG) 0.0 $1.2M 13k 96.85
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Vanguard Information Technology Etf (VGT) 0.0 $1.2M +5% 2.5k 483.98
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Marathon Pete Corp Stock (MPC) 0.0 $1.2M +12% 8.0k 148.36
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Schwab Us Large Cap Value Etf Etf (SCHV) 0.0 $1.2M 17k 70.10
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Unilever Adr (UL) 0.0 $1.2M 24k 48.48
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Yum! Brands Stock (YUM) 0.0 $1.2M +10% 8.9k 130.67
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Vanguard Intermediate Term Corp Bond Fd Etf Etf (VCIT) 0.0 $1.2M +99% 14k 81.28
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3M Stock (MMM) 0.0 $1.2M -26% 11k 109.32
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Emerson Elec Stock (EMR) 0.0 $1.1M +5% 12k 97.33
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Inspire Med Sys Stock (INSP) 0.0 $1.1M +25% 5.6k 203.43
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Hershey Stock (HSY) 0.0 $1.1M +32% 6.0k 186.43
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Spdr High Yield Bond Etf Etf (JNK) 0.0 $1.1M 12k 94.73
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Cintas Corp Stock (CTAS) 0.0 $1.1M -4% 1.8k 602.58
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Wisdomtree U.s. Largecap Dividend Fund Etf (DLN) 0.0 $1.1M 17k 66.38
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American Intl Group Stock (AIG) 0.0 $1.1M 16k 67.75
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Booking Holdings Stock (BKNG) 0.0 $1.1M -2% 308.00 3549.13
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Tg Therapeutics Stock (TGTX) 0.0 $1.1M +2% 63k 17.08
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Dimensional International Value Etf Etf (DFIV) 0.0 $1.1M 31k 34.36
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Chubb Stock (CB) 0.0 $1.1M +19% 4.7k 225.98
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Vanguard Mid Cap Etf (VO) 0.0 $1.1M +4% 4.5k 232.65
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Southern Stock (SO) 0.0 $1.0M +18% 15k 70.12
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Nxp Semiconductors Nv Stock (NXPI) 0.0 $1.0M -4% 4.5k 229.69
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Astrazeneca Plc- Spons Adr (AZN) 0.0 $1.0M -9% 15k 67.35
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Lam Research Corp Stock (LRCX) 0.0 $1.0M +29% 1.3k 783.56
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Intuitive Surgical Stock (ISRG) 0.0 $995k -15% 2.9k 337.33
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Keycorp Stock (KEY) 0.0 $987k +9% 69k 14.40
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T-mobile Us Stock (TMUS) 0.0 $983k +30% 6.1k 160.34
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Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG) 0.0 $981k 21k 47.74
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Vanguard Health Care Etf Etf (VHT) 0.0 $973k 3.9k 250.72
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Dimensional U.s. Small Cap Etf Etf (DFAS) 0.0 $972k 16k 59.62
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Pnc Finl Svcs Group Stock (PNC) 0.0 $969k -12% 6.3k 154.84
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Ishares Tr Msci Acwiindex Etf (ACWI) 0.0 $961k -7% 9.4k 101.77
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Devon Energy Corp Stock (DVN) 0.0 $960k -19% 21k 45.30
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Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.0 $957k 39k 24.48
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Microchip Technology Stock (MCHP) 0.0 $955k +27% 11k 90.18
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Analog Devices Stock (ADI) 0.0 $944k +15% 4.8k 198.54
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Marsh & Mclennan Cos Stock (MMC) 0.0 $940k 5.0k 189.47
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Nextera Energy Stock (NEE) 0.0 $930k -29% 15k 60.74
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Industrial Select Sector Spdr Etf (XLI) 0.0 $925k +9% 8.1k 113.99
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American Tower Corp Reit (AMT) 0.0 $923k +7% 4.3k 215.87
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Spdr Gold Etf Etf (GLD) 0.0 $913k +4% 4.8k 191.17
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Dow Stock (DOW) 0.0 $913k +5% 17k 54.84
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Cbiz Stock (CBZ) 0.0 $906k 15k 62.59
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Schwab Us Large Cap Growth Etf Etf (SCHG) 0.0 $905k -5% 11k 82.96
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Air Prods & Chems Stock (APD) 0.0 $903k -15% 3.3k 273.77
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Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.0 $888k +2% 23k 38.01
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Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $887k -17% 5.2k 170.40
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Lululemon Athletica Stock (LULU) 0.0 $882k +26% 1.7k 511.41
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Ubs Ag New F Stock (UBS) 0.0 $877k +68% 28k 30.90
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Panagram Bbb-b Clo Etf Etf (CLOZ) 0.0 $873k +25% 33k 26.40
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Schwab International Equity Etf Etf (SCHF) 0.0 $872k -8% 24k 36.96
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Micron Technology Stock (MU) 0.0 $870k 10k 85.34
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Exp World Hldgs Stock (EXPI) 0.0 $869k 56k 15.52
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Past Filings by Valeo Financial Advisors

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

View all past filings