Valeo Financial Advisors
Latest statistics and disclosures from Valeo Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, IJR, IEMG, RSP, AAPL, and represent 37.14% of Valeo Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: IEMG (+$127M), SPY (+$20M), PG (+$15M), IJR (+$13M), LLY (+$6.6M), WMT (+$5.9M), AAPL (+$5.6M), VGIT, CMG, IJH.
- Started 48 new stock positions in IR, Ge Vernova, DKS, SWK, EVRG, CVRX, GLW, EL, MDYG, EA.
- Reduced shares in these 10 stocks: VWO, JPM, ABNB, JNJ, IWM, DE, EEM, MBIN, SCHW, DIS.
- Sold out of its positions in WMS, ARDX, CGC, CNP, CHTR, DNP, EMKR, GNRC, IXG, EWU.
- Valeo Financial Advisors was a net buyer of stock by $233M.
- Valeo Financial Advisors has $2.8B in assets under management (AUM), dropping by 12.45%.
- Central Index Key (CIK): 0001722641
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Portfolio Holdings for Valeo Financial Advisors
Valeo Financial Advisors holds 649 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Valeo Financial Advisors has 649 total positions. Only the first 250 positions are shown.
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- Download the Valeo Financial Advisors March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Etf (SPY) | 17.4 | $487M | +4% | 994k | 490.11 |
|
| Ishares S&p Smallcap 600 Etf Etf (IJR) | 6.7 | $189M | +7% | 1.9M | 98.97 |
|
| Ishares Core Msci Emerging Mkts Etf (IEMG) | 4.7 | $133M | +2285% | 2.6M | 50.24 |
|
| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 4.5 | $127M | 780k | 162.69 |
|
|
| Apple Stock (AAPL) | 3.8 | $106M | +5% | 672k | 157.99 |
|
| Ishares S&p 500 Index Etf (IVV) | 3.3 | $91M | +3% | 180k | 507.97 |
|
| Eli Lilly & Co Stock (LLY) | 3.0 | $84M | +8% | 114k | 732.20 |
|
| Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) | 3.0 | $83M | 1.4M | 58.15 |
|
|
| Microsoft Stock (MSFT) | 2.8 | $80M | +2% | 226k | 353.49 |
|
| Vanguard Intermediate-term Treasury Etf Etf (VGIT) | 2.4 | $66M | +7% | 1.2M | 57.30 |
|
| Ishares Msci Eafe Etf Etf (EFA) | 2.0 | $56M | +4% | 715k | 77.70 |
|
| Amazon.com Stock (AMZN) | 1.8 | $50M | +6% | 299k | 167.50 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 1.7 | $49M | +2% | 298k | 163.44 |
|
| Nvidia Corp Stock (NVDA) | 1.5 | $43M | +6% | 54k | 796.89 |
|
| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 1.2 | $35M | -7% | 837k | 41.71 |
|
| Google Stock (GOOGL) | 1.2 | $34M | +2% | 246k | 136.61 |
|
| Ishares Core Msci Eafe Etf (IEFA) | 1.1 | $31M | +6% | 423k | 72.16 |
|
| Jpmorgan Chase & Co Stock (JPM) | 1.0 | $29M | -5% | 174k | 166.05 |
|
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.9 | $25M | +2% | 519k | 48.73 |
|
| Ishares Russell 2000 Etf Etf (IWM) | 0.8 | $23M | -5% | 118k | 197.68 |
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.8 | $21M | +2% | 173k | 123.62 |
|
| Powershares Qqq Tr Etf (QQQ) | 0.7 | $21M | +12% | 49k | 426.51 |
|
| Vanguard S&p 500 Etf Etf (VOO) | 0.7 | $20M | +4% | 43k | 464.51 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.6 | $18M | +2% | 75k | 234.77 |
|
| Visa Stock (V) | 0.6 | $17M | 61k | 275.01 |
|
|
| Procter And Gamble Stock (PG) | 0.6 | $16M | +1181% | 1.2M | 13.39 |
|
| Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) | 0.5 | $13M | 311k | 41.11 |
|
|
| Johnson & Johnson Stock (JNJ) | 0.4 | $12M | -10% | 108k | 109.81 |
|
| Pepsico Stock (PEP) | 0.4 | $11M | +7% | 89k | 122.83 |
|
| Costco Wholesale Corp Stock (COST) | 0.4 | $11M | +5% | 15k | 723.85 |
|
| Mastercard Stock (MA) | 0.4 | $11M | +2% | 23k | 462.50 |
|
| Exxon Mobil Corp Stock (XOM) | 0.4 | $11M | 88k | 121.05 |
|
|
| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.4 | $10M | 32k | 324.09 |
|
|
| Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) | 0.4 | $10M | 298k | 34.45 |
|
|
| Home Depot Stock (HD) | 0.4 | $10M | 30k | 333.11 |
|
|
| Ishares Russell 1000 Value Etf Etf (IWD) | 0.4 | $9.9M | 57k | 173.62 |
|
|
| Merchants Bancorp Ind Stock (MBIN) | 0.3 | $9.6M | -8% | 235k | 40.92 |
|
| Merck & Co Stock (MRK) | 0.3 | $9.6M | 94k | 101.68 |
|
|
| Tesla Motors Stock (TSLA) | 0.3 | $9.3M | -2% | 58k | 161.04 |
|
| Boeing Stock (BA) | 0.3 | $9.3M | 57k | 164.33 |
|
|
| Oracle Corporation Stock (ORCL) | 0.3 | $9.2M | +2% | 80k | 115.34 |
|
| Disney Walt Stock (DIS) | 0.3 | $8.8M | -7% | 108k | 81.76 |
|
| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.3 | $8.6M | 14.00 | 613420.00 |
|
|
| Walmart Stock (WMT) | 0.3 | $8.6M | +215% | 143k | 59.87 |
|
| Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) | 0.3 | $8.3M | +6% | 149k | 56.01 |
|
| Chevron Corp Stock (CVX) | 0.3 | $8.1M | +2% | 49k | 163.57 |
|
| Abbvie Stock (ABBV) | 0.3 | $7.7M | +2% | 81k | 95.69 |
|
| Vanguard Total Stock Market Etf Etf (VTI) | 0.3 | $7.7M | +10% | 31k | 250.65 |
|
| Caterpillar Stock (CAT) | 0.3 | $7.6M | +2% | 21k | 363.52 |
|
| Bank America Corp Stock (BAC) | 0.3 | $7.5M | 195k | 38.32 |
|
|
| Salesforce Stock (CRM) | 0.3 | $7.1M | 72k | 98.88 |
|
|
| Lockheed Martin Corp Stock (LMT) | 0.3 | $7.1M | -2% | 15k | 459.15 |
|
| Rtx Corporation Stock (RTX) | 0.2 | $7.0M | 97k | 72.40 |
|
|
| Mcdonalds Corp Stock (MCD) | 0.2 | $7.0M | 25k | 276.75 |
|
|
| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.2 | $6.9M | -15% | 170k | 40.61 |
|
| Unitedhealth Group Stock (UNH) | 0.2 | $6.7M | -4% | 14k | 487.25 |
|
| Ishares Tr Russell 1000 Index Etf Etf (IWB) | 0.2 | $6.5M | +10% | 23k | 277.93 |
|
| Vanguard Value Etf Etf (VTV) | 0.2 | $6.2M | -3% | 39k | 158.24 |
|
| Broadcom Stock (AVGO) | 0.2 | $6.2M | +12% | 4.9k | 1256.52 |
|
| Amgen Stock (AMGN) | 0.2 | $6.1M | -3% | 45k | 136.90 |
|
| Coca Cola Stock (KO) | 0.2 | $6.1M | -3% | 128k | 47.69 |
|
| Pfizer Stock (PFE) | 0.2 | $5.0M | +6% | 192k | 26.27 |
|
| Novo-nordisk A/s Adr Adr Cmn Adr (NVO) | 0.2 | $4.8M | +44% | 38k | 126.30 |
|
| Cisco Sys Stock (CSCO) | 0.2 | $4.7M | +5% | 97k | 48.35 |
|
| Nike Inc Class B Stock (NKE) | 0.2 | $4.5M | 48k | 94.64 |
|
|
| Vanguard Short-term Treasury Etf Etf (VGSH) | 0.2 | $4.5M | +5% | 77k | 57.70 |
|
| Philip Morris Intl Stock (PM) | 0.2 | $4.4M | -11% | 44k | 99.02 |
|
| Ishares Aggregate Bond Etf Etf (AGG) | 0.2 | $4.3M | +16% | 46k | 95.39 |
|
| Honeywell Intl Stock (HON) | 0.2 | $4.3M | 22k | 194.84 |
|
|
| Constellation Brands Inc Cl A Stock (STZ) | 0.2 | $4.3M | +4% | 17k | 261.55 |
|
| Intel Corp Stock (INTC) | 0.2 | $4.3M | +4% | 125k | 34.50 |
|
| Vanguard Growth Etf Etf (VUG) | 0.2 | $4.3M | 13k | 331.07 |
|
|
| Netflix Stock (NFLX) | 0.2 | $4.2M | -3% | 7.6k | 555.15 |
|
| Ishares Trust Russell 3000 Index Etf (IWV) | 0.1 | $4.2M | 15k | 289.20 |
|
|
| Ishares Esg Aware Msci Usa Etf Etf (ESGU) | 0.1 | $4.2M | -8% | 38k | 111.02 |
|
| Chipotle Mexican Grill Stock (CMG) | 0.1 | $4.2M | +528% | 1.4k | 2928.16 |
|
| Technology Select Sector Spdr Etf (XLK) | 0.1 | $4.0M | +2% | 20k | 198.03 |
|
| Verizon Communications Stock (VZ) | 0.1 | $4.0M | -8% | 100k | 39.49 |
|
| Goldman Sachs Group Stock (GS) | 0.1 | $3.9M | 28k | 139.31 |
|
|
| Fedex Corp Stock (FDX) | 0.1 | $3.9M | -7% | 15k | 266.07 |
|
| Palo Alto Networks Stock (PANW) | 0.1 | $3.8M | +112% | 13k | 293.82 |
|
| Energy Transfer Equity L P Com Unit Ltd Partnership Stock (ET) | 0.1 | $3.8M | -6% | 239k | 15.87 |
|
| Cummins Stock (CMI) | 0.1 | $3.8M | 13k | 292.33 |
|
|
| Vanguard Small Cap Value Etf Etf (VBR) | 0.1 | $3.8M | +3% | 28k | 136.30 |
|
| United Parcel Service Stock (UPS) | 0.1 | $3.7M | +4% | 26k | 146.75 |
|
| Ishares Core S&p Mid Cap Etf Etf (IJH) | 0.1 | $3.7M | +422% | 65k | 57.87 |
|
| Eaton Corp Stock (ETN) | 0.1 | $3.7M | +9% | 12k | 318.70 |
|
| American Express Stock (AXP) | 0.1 | $3.7M | 15k | 239.13 |
|
|
| Union Pac Corp Stock (UNP) | 0.1 | $3.6M | 16k | 231.99 |
|
|
| Deere & Co Stock (DE) | 0.1 | $3.5M | -26% | 8.9k | 394.64 |
|
| Vanguard Total World Stock Etf Etf (VT) | 0.1 | $3.5M | +11% | 33k | 107.10 |
|
| Target Corp Stock (TGT) | 0.1 | $3.5M | -2% | 21k | 165.35 |
|
| Hillenbrand Incorporated Stock (HI) | 0.1 | $3.5M | 72k | 48.95 |
|
|
| Citigroup Stock (C) | 0.1 | $3.5M | -6% | 55k | 62.47 |
|
| Vanguard Total Bond Market Etf Etf (BND) | 0.1 | $3.4M | +66% | 48k | 70.77 |
|
| Snowflake Inc Cl A Stock (SNOW) | 0.1 | $3.4M | +8% | 22k | 154.99 |
|
| Danaher Corp Stock (DHR) | 0.1 | $3.3M | +14% | 13k | 250.53 |
|
| Abbott Labs Stock (ABT) | 0.1 | $3.3M | 31k | 106.89 |
|
|
| Ishares S&p 500 Value Etf Etf (IVE) | 0.1 | $3.2M | 18k | 181.04 |
|
|
| Qualcomm Stock (QCOM) | 0.1 | $3.2M | -8% | 44k | 72.03 |
|
| Starbucks Corp Stock (SBUX) | 0.1 | $3.1M | +2% | 65k | 47.41 |
|
| Conocophillips Stock (COP) | 0.1 | $3.1M | -6% | 24k | 129.28 |
|
| Pioneer Natural Resources Stock (PXD) | 0.1 | $3.0M | 11k | 275.52 |
|
|
| Wells Fargo Stock (WFC) | 0.1 | $3.0M | -11% | 49k | 60.60 |
|
| Ford Motor Company Stock (F) | 0.1 | $2.9M | -10% | 227k | 12.95 |
|
| Charles Schwab Corp Stock (SCHW) | 0.1 | $2.9M | -21% | 39k | 75.19 |
|
| Enterprise Prods Partners Stock (EPD) | 0.1 | $2.9M | 99k | 29.05 |
|
|
| Advanced Micro Devices Stock (AMD) | 0.1 | $2.8M | +43% | 18k | 151.74 |
|
| At&t Stock (T) | 0.1 | $2.8M | 164k | 16.81 |
|
|
| Ge Aerospace Stock (GE) | 0.1 | $2.7M | -2% | 17k | 159.19 |
|
| Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX) | 0.1 | $2.7M | +2% | 46k | 59.88 |
|
| Zimmer Hldgs Stock (ZBH) | 0.1 | $2.7M | 23k | 121.17 |
|
|
| Paypal Hldgs Stock (PYPL) | 0.1 | $2.7M | -15% | 42k | 64.84 |
|
| Vanguard Tax-exempt Bond Etf Etf (VTEB) | 0.1 | $2.7M | +24% | 54k | 49.91 |
|
| Vanguard Total International Stock Etf Etf (VXUS) | 0.1 | $2.7M | +9% | 46k | 58.97 |
|
| Prologis Share Beneficial Int Reit (PLD) | 0.1 | $2.7M | -2% | 26k | 103.18 |
|
| Cvs Health Corp Stock (CVS) | 0.1 | $2.6M | -20% | 39k | 67.79 |
|
| Stryker Corp Stock (SYK) | 0.1 | $2.6M | 7.7k | 336.84 |
|
|
| Elevance Health Stock (ELV) | 0.1 | $2.6M | -4% | 4.8k | 533.76 |
|
| Vertex Pharmaceuticals In Stock (VRTX) | 0.1 | $2.5M | +13% | 6.3k | 401.13 |
|
| Comcast Corp New Cl A Stock (CMCSA) | 0.1 | $2.5M | -20% | 96k | 26.20 |
|
| Adobe Sys Stock (ADBE) | 0.1 | $2.5M | +2% | 5.3k | 477.05 |
|
| Gitlab Inc Class A Stock (GTLB) | 0.1 | $2.5M | 44k | 56.38 |
|
|
| Taiwan Semiconductor Manufacturing Adr (TSM) | 0.1 | $2.5M | +33% | 19k | 132.97 |
|
| Accenture Plc Class A Stock (ACN) | 0.1 | $2.5M | +13% | 7.9k | 313.71 |
|
| Ishares S&p 500 Growth Etf Etf (IVW) | 0.1 | $2.5M | +4% | 30k | 81.41 |
|
| Intl Business Machines Stock (IBM) | 0.1 | $2.4M | -9% | 13k | 184.10 |
|
| Tjx Cos Stock (TJX) | 0.1 | $2.4M | +4% | 26k | 95.27 |
|
| Ishares Dj Select Dividend Etf (DVY) | 0.1 | $2.4M | 20k | 120.92 |
|
|
| Financial Select Sector Spdr Etf (XLF) | 0.1 | $2.4M | -3% | 58k | 41.12 |
|
| Thermo Fisher Scientific Stock (TMO) | 0.1 | $2.3M | +6% | 4.0k | 577.24 |
|
| Occidental Pete Corp Stock (OXY) | 0.1 | $2.3M | -19% | 35k | 67.33 |
|
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.1 | $2.3M | 32k | 71.31 |
|
|
| Kimberly-clark Corp Stock (KMB) | 0.1 | $2.3M | +4% | 17k | 137.78 |
|
| Blackrock Stock (BLK) | 0.1 | $2.3M | 3.0k | 762.84 |
|
|
| Lowes Cos Stock (LOW) | 0.1 | $2.2M | +20% | 9.4k | 230.40 |
|
| Royal Dutch Shell Plc- Adr (SHEL) | 0.1 | $2.2M | -4% | 29k | 73.13 |
|
| Duke Energy Corp Stock (DUK) | 0.1 | $2.1M | +14% | 21k | 98.96 |
|
| Ishares Tr Russell Midcap Index Etf (IWR) | 0.1 | $2.1M | 26k | 80.41 |
|
|
| Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) | 0.1 | $2.1M | 29k | 70.48 |
|
|
| General Dynamics Corp Stock (GD) | 0.1 | $2.1M | -8% | 7.3k | 281.11 |
|
| Equinix Reit (EQIX) | 0.1 | $2.0M | 2.7k | 756.92 |
|
|
| Waste Management Stock (WM) | 0.1 | $2.0M | 9.7k | 210.41 |
|
|
| Phillips 66 Stock (PSX) | 0.1 | $2.0M | -7% | 13k | 157.79 |
|
| Schwab Fundamental Us Large Co. Index Etf Etf (FNDX) | 0.1 | $2.0M | 31k | 65.27 |
|
|
| Altria Group Stock (MO) | 0.1 | $2.0M | +7% | 46k | 42.92 |
|
| General Mls Stock (GIS) | 0.1 | $2.0M | +2% | 27k | 71.61 |
|
| BP Adr (BP) | 0.1 | $2.0M | +10% | 50k | 39.34 |
|
| Automatic Data Processing Stock (ADP) | 0.1 | $1.9M | +8% | 7.9k | 246.60 |
|
| Hershey Stock (HSY) | 0.1 | $1.9M | +70% | 10k | 188.14 |
|
| Vanguard Small Cap Etf Etf (VB) | 0.1 | $1.9M | +34% | 8.9k | 216.48 |
|
| Energy Select Sector Spdr Etf (XLE) | 0.1 | $1.9M | 20k | 96.19 |
|
|
| Linde Stock (LIN) | 0.1 | $1.9M | +3% | 4.3k | 444.31 |
|
| Ishares Tr S&p 1500 Index Etf (ITOT) | 0.1 | $1.9M | -13% | 17k | 111.18 |
|
| Kimball Electronics Stock (KE) | 0.1 | $1.9M | -9% | 90k | 20.96 |
|
| Kraft Heinz Stock (KHC) | 0.1 | $1.9M | -11% | 49k | 38.57 |
|
| Medtronic Stock (MDT) | 0.1 | $1.9M | +9% | 23k | 80.48 |
|
| Norfolk Southern Crp Stock (NSC) | 0.1 | $1.8M | +9% | 7.8k | 236.21 |
|
| Abercrombie & Fitch Co Cl A Stock (ANF) | 0.1 | $1.8M | +4% | 15k | 119.71 |
|
| Vanguard Ftse All-world Ex-us Etf (VEU) | 0.1 | $1.8M | +4% | 32k | 57.31 |
|
| Ares Management Corporation Cl A Com Stk Stock (ARES) | 0.1 | $1.8M | 13k | 135.95 |
|
|
| Ishares Tr High Divid Equity Etf (HDV) | 0.1 | $1.8M | +7% | 170k | 10.42 |
|
| Boston Scientific Corp Stock (BSX) | 0.1 | $1.8M | 24k | 72.77 |
|
|
| Morgan Stanley Stock (MS) | 0.1 | $1.8M | +11% | 19k | 93.85 |
|
| Uber Technologies Stock (UBER) | 0.1 | $1.7M | +19% | 25k | 69.36 |
|
| Ishares Russell 2000 Value Etf (IWN) | 0.1 | $1.7M | 11k | 151.28 |
|
|
| Laboratory Corp Of America Stock (LH) | 0.1 | $1.6M | +9% | 7.8k | 207.93 |
|
| S&p Global Stock (SPGI) | 0.1 | $1.6M | 3.9k | 413.23 |
|
|
| Marathon Pete Corp Stock (MPC) | 0.1 | $1.6M | 8.0k | 199.14 |
|
|
| Csx Corp Stock (CSX) | 0.1 | $1.6M | +2% | 47k | 33.67 |
|
| Consumer Discretionary Sel Sector Spdr Etf (XLY) | 0.1 | $1.6M | +7% | 9.1k | 174.20 |
|
| Asml Holding N V N Y Registry Adr (ASML) | 0.1 | $1.6M | 1.8k | 892.52 |
|
|
| Applied Matls Stock (AMAT) | 0.1 | $1.6M | +3% | 8.1k | 195.65 |
|
| Ishares Credit Bond Etf Etf (USIG) | 0.1 | $1.6M | +6% | 32k | 49.39 |
|
| Panagram Bbb-b Clo Etf Etf (CLOZ) | 0.1 | $1.6M | +77% | 59k | 26.80 |
|
| Texas Instrs Stock (TXN) | 0.1 | $1.6M | 8.9k | 174.80 |
|
|
| Nextera Energy Stock (NEE) | 0.1 | $1.6M | +52% | 23k | 66.56 |
|
| Blackstone Group Stock (BX) | 0.1 | $1.5M | 13k | 123.78 |
|
|
| Cigna Corp Stock (CI) | 0.1 | $1.5M | 4.3k | 352.26 |
|
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| Servicenow Stock (NOW) | 0.1 | $1.5M | +7% | 2.0k | 746.29 |
|
| Vanguard Small-cap Growth Etf Etf (VBK) | 0.1 | $1.5M | 6.1k | 244.19 |
|
|
| Bristol-myers Squibb Stock (BMY) | 0.1 | $1.5M | -3% | 49k | 30.25 |
|
| Paragon 28 Stock (FNA) | 0.1 | $1.5M | 153k | 9.64 |
|
|
| Intuit Stock (INTU) | 0.1 | $1.5M | -2% | 2.3k | 635.49 |
|
| Invesco Short Term Treasury Etf Etf (TBLL) | 0.1 | $1.5M | +2% | 14k | 105.37 |
|
| Ishares Russell Midcap Growth Etf Etf (IWP) | 0.1 | $1.5M | 14k | 108.49 |
|
|
| Cintas Corp Stock (CTAS) | 0.1 | $1.4M | +18% | 2.2k | 664.17 |
|
| Vanguard Intermediate Term Corp Bond Fd Etf Etf (VCIT) | 0.1 | $1.4M | +28% | 18k | 78.39 |
|
| American Elec Pwr Stock (AEP) | 0.1 | $1.4M | -12% | 16k | 86.37 |
|
| Lennar Corp Cl A Stock (LEN) | 0.1 | $1.4M | -2% | 9.1k | 154.12 |
|
| Ishares Russell 2000 Growth Index Etf (IWO) | 0.0 | $1.4M | 5.6k | 251.26 |
|
|
| Dimensional Us Marketwide Value Etf Etf (DFUV) | 0.0 | $1.4M | -2% | 35k | 39.54 |
|
| Simon Property Group Reit (SPG) | 0.0 | $1.3M | +7% | 9.5k | 142.82 |
|
| Aflac Stock (AFL) | 0.0 | $1.3M | 16k | 84.28 |
|
|
| Inspire Med Sys Stock (INSP) | 0.0 | $1.3M | 5.6k | 234.19 |
|
|
| Vanguard Information Technology Etf (VGT) | 0.0 | $1.3M | +4% | 2.6k | 495.28 |
|
| Yum! Brands Stock (YUM) | 0.0 | $1.3M | 9.0k | 141.81 |
|
|
| Us Bancorp Del Stock (USB) | 0.0 | $1.3M | -13% | 30k | 41.61 |
|
| Nxp Semiconductors Nv Stock (NXPI) | 0.0 | $1.3M | +19% | 5.4k | 234.93 |
|
| Emerson Elec Stock (EMR) | 0.0 | $1.3M | -2% | 11k | 109.64 |
|
| Vanguard Energy Etf (VDE) | 0.0 | $1.2M | -27% | 9.3k | 133.90 |
|
| Lululemon Athletica Stock (LULU) | 0.0 | $1.2M | +98% | 3.4k | 364.61 |
|
| Intuitive Surgical Stock (ISRG) | 0.0 | $1.2M | +12% | 3.3k | 374.98 |
|
| Vanguard Mid Cap Etf (VO) | 0.0 | $1.2M | +13% | 5.1k | 239.47 |
|
| Diageo Adr (DEO) | 0.0 | $1.2M | 35k | 35.32 |
|
|
| Schwab Us Large Cap Value Etf Etf (SCHV) | 0.0 | $1.2M | -2% | 17k | 73.50 |
|
| Schlumberger Ltd Com Stk Stock (SLB) | 0.0 | $1.2M | -12% | 25k | 49.12 |
|
| Chubb Stock (CB) | 0.0 | $1.2M | +5% | 4.9k | 242.99 |
|
| Northrop Grumman Corp Stock (NOC) | 0.0 | $1.2M | -17% | 2.5k | 474.57 |
|
| Ishares Msci Eafe Growth Index Etf Etf (EFG) | 0.0 | $1.2M | -7% | 12k | 99.65 |
|
| Wisdomtree U.s. Largecap Dividend Fund Etf (DLN) | 0.0 | $1.2M | 17k | 70.09 |
|
|
| Lam Research Corp Stock (LRCX) | 0.0 | $1.1M | 1.3k | 884.75 |
|
|
| Zoetis Inc Com Cl A Stock (ZTS) | 0.0 | $1.1M | +10% | 7.6k | 150.83 |
|
| Astrazeneca Plc- Spons Adr (AZN) | 0.0 | $1.1M | +6% | 16k | 71.20 |
|
| Terre Haute First Financial Stock (THFF) | 0.0 | $1.1M | -2% | 31k | 37.24 |
|
| American Intl Group Stock (AIG) | 0.0 | $1.1M | -6% | 15k | 74.97 |
|
| Ishares Semiconductor Etf Etf (SOXX) | 0.0 | $1.1M | +275% | 5.4k | 208.56 |
|
| Spdr High Yield Bond Etf Etf (JNK) | 0.0 | $1.1M | 12k | 93.68 |
|
|
| Industrial Select Sector Spdr Etf (XLI) | 0.0 | $1.1M | +13% | 9.2k | 122.09 |
|
| O Reilly Automotive Stock (ORLY) | 0.0 | $1.1M | +23% | 1.0k | 1092.17 |
|
| Super Micro Computer Stock (SMCI) | 0.0 | $1.1M | +17% | 1.5k | 754.72 |
|
| Booking Holdings Stock (BKNG) | 0.0 | $1.1M | +2% | 315.00 | 3520.26 |
|
| Dimensional International Value Etf Etf (DFIV) | 0.0 | $1.1M | -2% | 30k | 36.35 |
|
| Spdr Gold Etf Etf (GLD) | 0.0 | $1.1M | +6% | 5.1k | 214.64 |
|
| Kellanova Stock (K) | 0.0 | $1.1M | -20% | 19k | 58.75 |
|
| Southern Stock (SO) | 0.0 | $1.1M | 15k | 73.91 |
|
|
| Cbiz Stock (CBZ) | 0.0 | $1.1M | -5% | 14k | 78.33 |
|
| Schwab International Equity Etf Etf (SCHF) | 0.0 | $1.1M | +19% | 28k | 37.96 |
|
| Dimensional U.s. Small Cap Etf Etf (DFAS) | 0.0 | $1.1M | +9% | 18k | 59.35 |
|
| Shopify Inc Cl A Stock (SHOP) | 0.0 | $1.1M | -12% | 15k | 72.26 |
|
| Travelers Companies Stock (TRV) | 0.0 | $1.0M | +8% | 4.9k | 213.44 |
|
| Schwab Us Large Cap Growth Etf Etf (SCHG) | 0.0 | $1.0M | +7% | 12k | 89.30 |
|
| Marsh & Mclennan Cos Stock (MMC) | 0.0 | $1.0M | +3% | 5.1k | 200.95 |
|
| Keycorp Stock (KEY) | 0.0 | $1.0M | 69k | 14.92 |
|
|
| Blue Owl Capital Corporation Cef (OBDC) | 0.0 | $1.0M | NEW | 65k | 15.81 |
|
| Colgate Palmolive Stock (CL) | 0.0 | $1.0M | +6% | 12k | 88.87 |
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.0 | $1.0M | +10% | 5.8k | 176.90 |
|
| Micron Technology Stock (MU) | 0.0 | $1.0M | -11% | 9.1k | 111.78 |
|
| Delta Air Lines Inc Del Cmn Stock (DAL) | 0.0 | $1.0M | +24% | 21k | 47.95 |
|
| Vanguard Health Care Etf Etf (VHT) | 0.0 | $999k | 3.9k | 257.25 |
|
|
| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.0 | $990k | 3.3k | 297.66 |
|
|
| Devon Energy Corp Stock (DVN) | 0.0 | $981k | -11% | 19k | 52.10 |
|
| Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) | 0.0 | $977k | +3% | 40k | 24.26 |
|
| Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG) | 0.0 | $976k | +3% | 21k | 45.83 |
|
| Dominion Resources Stock (D) | 0.0 | $965k | +71% | 19k | 51.23 |
|
| Pnc Finl Svcs Group Stock (PNC) | 0.0 | $960k | -3% | 6.1k | 158.07 |
|
| Microchip Technology Stock (MCHP) | 0.0 | $960k | 11k | 90.68 |
|
|
| Dow Stock (DOW) | 0.0 | $947k | 17k | 56.98 |
|
|
| Ishares Tr Msci Acwiindex Etf (ACWI) | 0.0 | $935k | -7% | 8.8k | 106.72 |
|
| 3M Stock (MMM) | 0.0 | $926k | -4% | 10k | 92.02 |
|
Past Filings by Valeo Financial Advisors
SEC 13F filings are viewable for Valeo Financial Advisors going back to 2017
- 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
- Valeo Financial Advisors 2020 Q4 filed Feb. 11, 2021
- Valeo Financial Advisors 2020 Q3 filed Oct. 28, 2020