Valeo Financial Advisors
Latest statistics and disclosures from Valeo Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, VCSH, IJR, AAPL, VWO, and represent 37.46% of Valeo Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: GOOGL (+$18M), AAPL (+$7.7M), VGSH (+$7.3M), AMZN (+$5.7M), FFBC, ISRG, IJR, EMXC, CNVY, NVDA.
- Started 97 new stock positions in QLD, AZN, BORR, TEX, HUBS, RBCAA, FFBC, CXM, MMC, LOMA.
- Reduced shares in these 10 stocks: VWO (-$14M), HRC (-$12M), QQQ (-$6.0M), ROKU, ONB, MELI, General Electric Company, COST, IEMG, SBAC.
- Sold out of its positions in AMC, ARKG, AB, BB, Churchill Capital Iv Corp, CLVS, FSLY, TDIV, FTAI, FUBO. GTHX, GME, General Electric Company, GSV, AAXJ, MCK, NEM, PTR, SBAC, TLRY, BNDX, SPCE, NAKD.
- Valeo Financial Advisors was a net buyer of stock by $109M.
- Valeo Financial Advisors has $1.7B in assets under management (AUM), dropping by 6.12%.
- Central Index Key (CIK): 0001722641
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Portfolio Holdings for Valeo Financial Advisors
Companies in the Valeo Financial Advisors portfolio as of the September 2021 quarterly 13F filing
Valeo Financial Advisors has 532 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Valeo Financial Advisors Sept. 30, 2021 positions
- Download the Valeo Financial Advisors September 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Etf (SPY) | 17.3 | $302M | 704k | 429.15 | ||
| Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) | 6.5 | $113M | 1.7M | 65.87 | ||
| Ishares S&p Smallcap 600 Etf Etf (IJR) | 6.4 | $113M | +3% | 1.0M | 109.19 | |
| Apple Stock (AAPL) | 3.7 | $65M | +13% | 506k | 129.17 | |
| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 3.5 | $62M | -18% | 1.2M | 50.01 | |
| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 3.4 | $59M | +2% | 393k | 149.82 | |
| Ishares S&p 500 Index Etf (IVV) | 3.0 | $52M | +3% | 121k | 430.82 | |
| Microsoft Stock (MSFT) | 2.2 | $39M | +6% | 170k | 231.10 | |
| Google Stock (GOOGL) | 2.1 | $37M | +97% | 14k | 2673.57 | |
| Amazon.com Stock (AMZN) | 1.8 | $31M | +22% | 9.5k | 3285.12 | |
| Vanguard Short-term Government Bond Etf Etf (VGSH) | 1.7 | $30M | +32% | 483k | 61.41 | |
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 1.6 | $29M | 185k | 154.42 | ||
| Ishares Msci Eafe Etf Etf (EFA) | 1.5 | $26M | 337k | 78.01 | ||
| Vanguard Total Stock Market Index Fund Etf (VTI) | 1.4 | $24M | 107k | 222.06 | ||
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| Ishares Russell 2000 Etf Etf (IWM) | 1.1 | $20M | +11% | 92k | 218.75 | |
| Jpmorgan Chase & Co Stock (JPM) | 1.0 | $17M | +6% | 129k | 132.31 | |
| Vanguard Total International Stock Etf Etf (VXUS) | 1.0 | $17M | 263k | 63.26 | ||
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.9 | $15M | 46k | 328.89 | ||
| Lilly Eli & Co Stock (LLY) | 0.8 | $14M | +7% | 61k | 231.04 | |
| Facebook Inc Cl A Stock (FB) | 0.7 | $12M | +8% | 76k | 162.39 | |
| Tesla Motors Stock (TSLA) | 0.7 | $12M | +6% | 16k | 775.53 | |
| Johnson & Johnson Stock (JNJ) | 0.7 | $12M | +6% | 103k | 117.06 | |
| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.7 | $12M | +4% | 230k | 50.38 | |
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.6 | $11M | +7% | 221k | 50.49 | |
| Ishares Core Msci Eafe Etf (IEFA) | 0.6 | $11M | 147k | 74.25 | ||
| Procter And Gamble Stock (PG) | 0.6 | $11M | +8% | 77k | 139.80 | |
| Disney Walt Stock (DIS) | 0.6 | $10M | +4% | 92k | 113.05 | |
| Visa Stock (V) | 0.6 | $10M | 46k | 222.76 | ||
| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.6 | $9.8M | -2% | 36k | 274.03 | |
| Vanguard S&p 500 Etf Etf (VOO) | 0.5 | $9.3M | +14% | 24k | 394.42 | |
| Ishares Russell 1000 Value Etf Etf (IWD) | 0.5 | $8.8M | +6% | 56k | 156.51 | |
| Pfizer Stock (PFE) | 0.5 | $8.3M | +11% | 194k | 43.01 | |
| Boeing Stock (BA) | 0.4 | $7.8M | +2% | 65k | 120.44 | |
| Oracle Corporation Stock (ORCL) | 0.4 | $7.1M | +7% | 82k | 87.13 | |
| Kimball Electronics Stock (KE) | 0.4 | $7.1M | -4% | 276k | 25.77 | |
| Pepsico Stock (PEP) | 0.4 | $6.9M | +2% | 73k | 94.36 | |
| Salesforce Stock (CRM) | 0.4 | $6.9M | +2% | 72k | 95.81 | |
| Verizon Communications Stock (VZ) | 0.4 | $6.3M | +5% | 117k | 54.01 | |
| Paypal Hldgs Stock (PYPL) | 0.4 | $6.3M | +6% | 47k | 132.91 | |
| Intel Corp Stock (INTC) | 0.3 | $5.8M | +10% | 109k | 53.28 | |
| Bk Of America Corp Stock (BAC) | 0.3 | $5.8M | +7% | 137k | 42.45 | |
| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.3 | $5.8M | 14.00 | 411357.14 | ||
| Mastercard Stock (MA) | 0.3 | $5.6M | +5% | 16k | 347.68 | |
| Home Depot Stock (HD) | 0.3 | $5.4M | +7% | 17k | 328.24 | |
| Cvs Health Corp Stock (CVS) | 0.3 | $5.2M | +6% | 62k | 84.85 | |
| Raytheon Technologies Corp Stock (RTX) | 0.3 | $5.2M | 88k | 59.36 | ||
| Ishares Tr Russell 1000 Index Etf Etf (IWB) | 0.3 | $5.2M | -2% | 22k | 241.73 | |
| Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) | 0.3 | $5.1M | 121k | 42.60 | ||
| Vanguard Tax-exempt Bond Etf Etf (VTEB) | 0.3 | $5.1M | +6% | 93k | 54.77 | |
| Exxon Mobil Corp Stock (XOM) | 0.3 | $5.1M | +12% | 87k | 58.82 | |
| Abbvie Stock (ABBV) | 0.3 | $5.1M | +8% | 82k | 62.05 | |
| Coca Cola Stock (KO) | 0.3 | $5.0M | +2% | 124k | 40.27 | |
| Merchants Bancorp Ind Stock (MBIN) | 0.3 | $4.9M | 125k | 39.47 | ||
| At&t Stock (T) | 0.3 | $4.8M | +4% | 177k | 27.01 | |
| Walmart Stock (WMT) | 0.3 | $4.7M | +2% | 34k | 139.39 | |
| Chevron Corp Stock (CVX) | 0.3 | $4.7M | +28% | 46k | 101.45 | |
| Merck & Co Stock (MRK) | 0.3 | $4.6M | +15% | 80k | 57.58 | |
| Alibaba Group Hldg Adr (BABA) | 0.3 | $4.6M | +80% | 31k | 148.04 | |
| Mcdonalds Corp Stock (MCD) | 0.3 | $4.4M | -2% | 18k | 241.13 | |
| Lockheed Martin Corp Stock (LMT) | 0.2 | $4.4M | +16% | 13k | 345.10 | |
| United Parcel Service Stock (UPS) | 0.2 | $4.3M | -2% | 24k | 182.09 | |
| Vanguard Value Etf Etf (VTV) | 0.2 | $4.3M | +23% | 32k | 135.37 | |
| Starbucks Corp Stock (SBUX) | 0.2 | $4.2M | -3% | 68k | 61.11 | |
| Nvidia Corp Stock (NVDA) | 0.2 | $4.0M | +396% | 20k | 207.16 | |
| Powershares Qqq Tr Etf (QQQ) | 0.2 | $4.0M | -60% | 11k | 358.00 | |
| Cisco Sys Stock (CSCO) | 0.2 | $3.9M | +7% | 71k | 54.43 | |
| Zimmer Hldgs Stock (ZBH) | 0.2 | $3.7M | 26k | 146.35 | ||
| First Financial Bancorp Inc Ohio Stock (FFBC) | 0.2 | $3.7M | NEW | 158k | 23.41 | |
| Target Corp Stock (TGT) | 0.2 | $3.7M | 16k | 228.76 | ||
| Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) | 0.2 | $3.6M | +1648% | 60k | 60.65 | |
| Intuitive Surgical Stock (ISRG) | 0.2 | $3.6M | NEW | 3.6k | 992.65 | |
| Citigroup Stock (C) | 0.2 | $3.5M | +17% | 50k | 70.19 | |
| Unitedhealth Group Stock (UNH) | 0.2 | $3.5M | +51% | 8.9k | 390.80 | |
| Amgen Stock (AMGN) | 0.2 | $3.4M | +4% | 38k | 88.98 | |
| Philip Morris Intl Stock (PM) | 0.2 | $3.4M | 36k | 94.79 | ||
| Technology Select Sector Spdr Etf (XLK) | 0.2 | $3.4M | 23k | 149.31 | ||
| Netflix Stock (NFLX) | 0.2 | $3.4M | +155% | 5.6k | 610.30 | |
| Fedex Corp Stock (FDX) | 0.2 | $3.4M | +23% | 16k | 219.30 | |
| Convey Hldg Parent Stock (CNVY) | 0.2 | $3.3M | NEW | 2.2M | 1.46 | |
| Republic Bancorp Inc Ky Cl A Stock (RBCAA) | 0.2 | $3.2M | NEW | 63k | 50.65 | |
| Honeywell Intl Stock (HON) | 0.2 | $3.2M | +5% | 15k | 212.29 | |
| Vanguard Ftse All-world Ex-us Etf (VEU) | 0.2 | $3.1M | -5% | 50k | 60.97 | |
| Comcast Corp New Cl A Stock (CMCSA) | 0.2 | $3.1M | +6% | 89k | 34.63 | |
| Hillenbrand Incorporated Stock (HI) | 0.2 | $3.0M | 70k | 42.65 | ||
| Electrocore Stock (ECOR) | 0.2 | $3.0M | +43% | 2.6M | 1.13 | |
| Constellation Brands Inc Cl A Stock (STZ) | 0.2 | $2.9M | +6% | 14k | 210.72 | |
| Ishares Core S&p Mid Cap Etf Etf (IJH) | 0.2 | $2.9M | +18% | 11k | 263.10 | |
| Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX) | 0.2 | $2.9M | +3% | 28k | 104.04 | |
| Union Pac Corp Stock (UNP) | 0.2 | $2.7M | +16% | 14k | 196.04 | |
| Pavmed Stock (PAVM) | 0.2 | $2.6M | +2% | 308k | 8.54 | |
| Financial Select Sector Spdr Etf (XLF) | 0.1 | $2.6M | +13% | 69k | 37.53 | |
| Abbott Labs Stock (ABT) | 0.1 | $2.6M | +8% | 22k | 118.15 | |
| Caterpillar Stock (CAT) | 0.1 | $2.6M | +17% | 14k | 191.99 | |
| Qualcomm Stock (QCOM) | 0.1 | $2.6M | 45k | 58.05 | ||
| Exp World Hldgs Stock (EXPI) | 0.1 | $2.6M | +4% | 65k | 39.77 | |
| Ishares Core Msci Emerging Mkts Etf (IEMG) | 0.1 | $2.6M | -27% | 41k | 61.77 | |
| Wells Fargo Stock (WFC) | 0.1 | $2.6M | +11% | 55k | 46.40 | |
| Costco Wholesale Corp Stock (COST) | 0.1 | $2.5M | -28% | 5.6k | 449.32 | |
| Medtronic Stock (MDT) | 0.1 | $2.5M | +25% | 20k | 125.33 | |
| Deere & Co Stock (DE) | 0.1 | $2.4M | +2% | 7.1k | 335.06 | |
| Cincinnati Finl Corp Stock (CINF) | 0.1 | $2.3M | -8% | 21k | 114.20 | |
| Danaher Corp Stock (DHR) | 0.1 | $2.3M | +3% | 7.6k | 304.46 | |
| Laboratory Corp Of America Stock (LH) | 0.1 | $2.3M | 8.2k | 281.46 | ||
| Cummins Stock (CMI) | 0.1 | $2.2M | 9.8k | 224.53 | ||
| Nike Inc Class B Stock (NKE) | 0.1 | $2.2M | -14% | 15k | 145.22 | |
| Stryker Corp Stock (SYK) | 0.1 | $2.1M | -7% | 8.1k | 263.75 | |
| Ishares S&p 500 Growth Etf Etf (IVW) | 0.1 | $2.1M | 28k | 73.91 | ||
| Kimberly-clark Corp Stock (KMB) | 0.1 | $2.1M | +7% | 16k | 132.45 | |
| Intl Business Machines Stock (IBM) | 0.1 | $2.0M | +18% | 14k | 138.96 | |
| Novus Capital Corporation Ii Com Cl A Stock (NXU) | 0.1 | $2.0M | 200k | 9.90 | ||
| Duke Energy Corp Stock (DUK) | 0.1 | $2.0M | 20k | 97.57 | ||
| BP Adr (BP) | 0.1 | $1.9M | +2% | 71k | 27.34 | |
| Old Natl Bancorp Ind Stock (ONB) | 0.1 | $1.9M | -51% | 114k | 16.95 | |
| American Express Stock (AXP) | 0.1 | $1.9M | 11k | 167.54 | ||
| Blackrock Stock (BLK) | 0.1 | $1.9M | +11% | 2.3k | 838.68 | |
| Ishares Dj Select Dividend Etf (DVY) | 0.1 | $1.9M | 17k | 114.74 | ||
| Bristol-myers Squibb Stock (BMY) | 0.1 | $1.9M | +11% | 50k | 37.19 | |
| Enterprise Prods Partners Stock (EPD) | 0.1 | $1.8M | +3% | 85k | 21.64 | |
| Diageo Adr (DEO) | 0.1 | $1.8M | +10% | 35k | 50.81 | |
| Anthem Stock (ANTM) | 0.1 | $1.7M | 4.7k | 372.76 | ||
| Equinix Reit (EQIX) | 0.1 | $1.7M | NEW | 2.2k | 790.31 | |
| Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX) | 0.1 | $1.7M | -22% | 32k | 53.96 | |
| Snowflake Inc Cl A Stock (SNOW) | 0.1 | $1.7M | +30% | 5.7k | 302.37 | |
| Ishares Russell 2000 Value Etf (IWN) | 0.1 | $1.7M | 10k | 160.25 | ||
| Fiverr Intl Ltd Ord Stock (FVRR) | 0.1 | $1.7M | 9.1k | 182.71 | ||
| General Mls Stock (GIS) | 0.1 | $1.6M | +6% | 27k | 59.84 | |
| Ishares Tr Russell Midcap Index Etf (IWR) | 0.1 | $1.6M | +22% | 21k | 78.20 | |
| Charles Schwab Corp Stock (SCHW) | 0.1 | $1.6M | NEW | 22k | 72.84 | |
| Duke Realty Corp Reit (DRE) | 0.1 | $1.6M | 34k | 47.88 | ||
| Altria Group Stock (MO) | 0.1 | $1.6M | +5% | 35k | 45.52 | |
| Consumer Staples Select Sector Spdr Etf (XLP) | 0.1 | $1.6M | 23k | 68.85 | ||
| Consumer Discretionary Sel Sector Spdr Etf (XLY) | 0.1 | $1.6M | 8.8k | 179.40 | ||
| Ishares Russell 2000 Growth Index Etf (IWO) | 0.1 | $1.6M | 5.3k | 293.53 | ||
| Dow Stock (DOW) | 0.1 | $1.6M | +81% | 27k | 57.55 | |
| Terre Haute First Financial Stock (THFF) | 0.1 | $1.5M | 37k | 42.05 | ||
| Lam Research Corp Stock (LRCX) | 0.1 | $1.5M | NEW | 2.7k | 569.10 | |
| Schlumberger Ltd Com Stk Stock (SLB) | 0.1 | $1.5M | +47% | 51k | 29.65 | |
| Uber Technologies Stock (UBER) | 0.1 | $1.5M | +163% | 34k | 44.81 | |
| Kellogg Stock (K) | 0.1 | $1.5M | -9% | 23k | 63.93 | |
| General Electric Stock (GE) | 0.1 | $1.4M | NEW | 14k | 103.05 | |
| General Motors Corp Stock (GM) | 0.1 | $1.4M | +76% | 26k | 52.70 | |
| 3M Stock (MMM) | 0.1 | $1.4M | 7.9k | 175.43 | ||
| Penn Natl Gaming Stock (PENN) | 0.1 | $1.4M | +239% | 19k | 72.43 | |
| Goldman Sachs Group Stock (GS) | 0.1 | $1.4M | 23k | 59.67 | ||
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.1 | $1.3M | +11% | 23k | 58.16 | |
| Ishares S&p 500 Value Etf Etf (IVE) | 0.1 | $1.3M | 9.2k | 145.47 | ||
| Mercadolibre Stock (MELI) | 0.1 | $1.3M | -55% | 793.00 | 1679.51 | |
| Simon Property Group Reit (SPG) | 0.1 | $1.3M | +34% | 10k | 129.95 | |
| Vanguard Dividend Appreciation Index Fund Etf (VIG) | 0.1 | $1.3M | +29% | 8.6k | 153.56 | |
| General Dynamics Corp Stock (GD) | 0.1 | $1.3M | -7% | 6.6k | 196.03 | |
| Norfolk Southern Crp Stock (NSC) | 0.1 | $1.3M | +15% | 5.3k | 239.29 | |
| Ares Management Corporation Cl A Com Stk Stock (ARES) | 0.1 | $1.2M | +263% | 17k | 73.83 | |
| Adobe Sys Stock (ADBE) | 0.1 | $1.2M | +40% | 2.1k | 575.86 | |
| Energy Select Sector Spdr Etf (XLE) | 0.1 | $1.2M | -5% | 23k | 52.10 | |
| Shopify Inc Cl A Stock (SHOP) | 0.1 | $1.2M | +104% | 888.00 | 1355.86 | |
| Columbia Em Core Ex-china Etf Etf (XCEM) | 0.1 | $1.2M | NEW | 37k | 32.17 | |
| Thermo Fisher Scientific Stock (TMO) | 0.1 | $1.2M | +50% | 2.1k | 571.15 | |
| Schwab Us Large Cap Value Etf Etf (SCHV) | 0.1 | $1.2M | +2% | 17k | 67.47 | |
| Vanguard Intermediate-term Government Bond Etf Etf (VGIT) | 0.1 | $1.2M | +188% | 17k | 67.52 | |
| Yum! Brands Stock (YUM) | 0.1 | $1.2M | -13% | 9.5k | 122.35 | |
| Vanguard Growth Etf Etf (VUG) | 0.1 | $1.2M | +44% | 4.0k | 290.09 | |
| Communication Services Select Sector Spdra Fund Etf (XLC) | 0.1 | $1.1M | 14k | 80.14 | ||
| Ishares Amt-free Muni Bond Etf Etf (MUB) | 0.1 | $1.1M | -23% | 9.9k | 116.14 | |
| Dominion Resources Stock (D) | 0.1 | $1.1M | +220% | 16k | 73.04 | |
| Ishares Tr S&p 1500 Index Etf (ITOT) | 0.1 | $1.1M | 12k | 98.42 | ||
| Waste Management Stock (WM) | 0.1 | $1.1M | +158% | 7.4k | 149.39 | |
| Energy Transfer Equity L P Com Unit Ltd Partnership Stock (ET) | 0.1 | $1.1M | 116k | 9.58 | ||
| Us Bancorp Del Stock (USB) | 0.1 | $1.1M | +11% | 18k | 59.45 | |
| Vanguard Small Cap Etf Etf (VB) | 0.1 | $1.1M | +24% | 5.0k | 218.66 | |
| Dimensional International Value Etf Etf | 0.1 | $1.1M | NEW | 33k | 32.74 | |
| Vanguard Energy Etf (VDE) | 0.1 | $1.1M | 15k | 73.91 | ||
| Huntington Bancshares Stock (HBAN) | 0.1 | $1.1M | +29% | 69k | 15.46 | |
| Docusign Stock (DOCU) | 0.1 | $1.1M | +8% | 4.1k | 257.48 | |
| Inspire Med Sys Stock (INSP) | 0.1 | $1.0M | -40% | 4.4k | 232.97 | |
| Ishares Tr High Divid Equity Etf (HDV) | 0.1 | $1.0M | +21% | 11k | 94.22 | |
| Cigna Corp Stock (CI) | 0.1 | $1.0M | +111% | 5.1k | 200.08 | |
| Canopy Growth Corp Stock (CGC) | 0.1 | $1.0M | +64% | 74k | 13.86 | |
| Essex Ppty Tr Reit Reit (ESS) | 0.1 | $1.0M | NEW | 3.2k | 319.62 | |
| Blackstone Group Stock (BX) | 0.1 | $1.0M | 8.6k | 116.34 | ||
| Wisdomtree U.s. Largecap Dividend Fund Etf (DLN) | 0.1 | $991k | 8.3k | 119.25 | ||
| Industrial Select Sector Spdr Etf (XLI) | 0.1 | $988k | +9% | 10k | 97.88 | |
| Royal Dutch Shell Plc- Adr (RDS.A) | 0.1 | $985k | 22k | 44.55 | ||
| New Mountain Fin Corp Cef (NMFC) | 0.1 | $975k | NEW | 73k | 13.31 | |
| Ishares S&p Global Energy Etf (IXC) | 0.1 | $975k | 36k | 26.86 | ||
| Texas Instrs Stock (TXN) | 0.1 | $966k | +19% | 5.0k | 192.12 | |
| Dimensional U.s. Targeted Value Etf Etf (DFAT) | 0.1 | $964k | 22k | 44.42 | ||
| Conocophillips Stock (COP) | 0.1 | $963k | +40% | 14k | 67.78 | |
| Kimball International Inc-cl B Stock (KBAL) | 0.1 | $959k | 86k | 11.20 | ||
| First Tr Exchange Traded Fd Dow Jones Internet Index Etf (FDN) | 0.1 | $957k | 4.1k | 236.00 | ||
| Automatic Data Processing Stock (ADP) | 0.1 | $950k | +19% | 4.8k | 200.00 | |
| S&p Global Stock (SPGI) | 0.1 | $940k | NEW | 2.2k | 425.15 | |
| German American Bancorp Stock (GABC) | 0.1 | $935k | 24k | 38.64 | ||
| Ford Motor Company Stock (F) | 0.1 | $923k | +41% | 65k | 14.15 | |
| Ishares Core Msci Total International Stock Etf Etf (IXUS) | 0.1 | $922k | -6% | 13k | 71.00 | |
| Delta Air Lines Inc Del Cmn Stock (DAL) | 0.1 | $919k | +59% | 22k | 42.61 | |
| Csx Corp Stock (CSX) | 0.1 | $913k | +37% | 31k | 29.74 | |
| Western Digital Corp Stock (WDC) | 0.1 | $913k | +221% | 16k | 56.44 | |
| Kraft Heinz Stock (KHC) | 0.1 | $885k | +16% | 24k | 36.82 | |
| Square Inc Cl A Stock (SQ) | 0.0 | $873k | -6% | 3.6k | 239.79 | |
| Whirlpool Corp Stock (WHR) | 0.0 | $856k | +30% | 4.2k | 203.91 | |
| Royal Dutch Shell Plc Spon Adr B Adr (RDS.B) | 0.0 | $840k | +7% | 19k | 44.27 | |
| Discovery Communications Inc New Com Ser C Stock (DISCK) | 0.0 | $839k | +2% | 61k | 13.77 | |
| Broadcom Stock (AVGO) | 0.0 | $838k | +51% | 1.7k | 485.23 | |
| Vanguard Total World Stock Etf Etf (VT) | 0.0 | $835k | 8.2k | 101.78 | ||
| Unilever Adr (UL) | 0.0 | $834k | +12% | 15k | 54.22 | |
| Accenture Ltd Bermuda Cl A Stock (ACN) | 0.0 | $833k | +67% | 2.6k | 319.77 | |
| Lowes Cos Stock (LOW) | 0.0 | $828k | 4.1k | 202.89 | ||
| Nextera Energy Stock (NEE) | 0.0 | $825k | +47% | 11k | 78.56 | |
| Schwab Us Large Cap Growth Etf Etf (SCHG) | 0.0 | $815k | +3% | 5.5k | 148.10 | |
| Southwest Airls Stock (LUV) | 0.0 | $813k | +40% | 16k | 51.44 | |
| American Intl Group Stock (AIG) | 0.0 | $799k | +45% | 15k | 54.90 | |
| Spdr S&p 600 Small Cap Etf Etf (SLY) | 0.0 | $798k | 8.4k | 94.79 | ||
| Fifth Third Bancorp Stock (FITB) | 0.0 | $793k | +8% | 42k | 18.90 | |
| Bank New York Mellon Corp Stock (BK) | 0.0 | $790k | 15k | 51.85 | ||
| Draftkings Inc Com Cl A Stock (DKNG) | 0.0 | $782k | +8% | 16k | 48.18 | |
| Schwab Etfs- Us Small-cap Etf Etf (SCHA) | 0.0 | $765k | 7.6k | 100.12 | ||
| Organon & Co Stock (OGN) | 0.0 | $764k | +8% | 23k | 32.81 | |
| Glaxosmithkline Adr (GSK) | 0.0 | $763k | +130% | 20k | 38.20 | |
| Cbs Corp Cl B Stock (VIAC) | 0.0 | $756k | +24% | 19k | 39.49 | |
| Palantir Technologies Inc Cl A Stock (PLTR) | 0.0 | $753k | +16% | 31k | 24.04 | |
| Ishares Russell Midcap Growth Etf Etf (IWP) | 0.0 | $752k | -4% | 6.7k | 112.12 | |
| Schwab International Equity Etf Etf (SCHF) | 0.0 | $748k | +24% | 19k | 38.68 | |
| Twitter Stock (TWTR) | 0.0 | $747k | 12k | 60.43 | ||
| Tjx Cos Stock (TJX) | 0.0 | $742k | 11k | 65.99 | ||
| Truist Finl Corp Stock (TFC) | 0.0 | $741k | +24% | 13k | 58.62 | |
| Spdr Gold Etf Etf (GLD) | 0.0 | $738k | +13% | 4.5k | 164.15 | |
| Vanguard Information Technology Etf (VGT) | 0.0 | $722k | 1.8k | 401.33 | ||
| Morgan Stanley Stock (MS) | 0.0 | $718k | +15% | 7.4k | 97.25 | |
| Fulgent Genetics Stock (FLGT) | 0.0 | $714k | 7.9k | 89.99 | ||
| Ishares Tr Msci Acwiindex Etf (ACWI) | 0.0 | $712k | -30% | 7.1k | 99.97 | |
| Lennar Corp Cl A Stock (LEN) | 0.0 | $706k | -3% | 7.5k | 93.65 | |
| Proshares Ultra Technology Etf (ROM) | 0.0 | $704k | 7.1k | 99.44 | ||
| Ishares Aggregate Bond Etf Etf (AGG) | 0.0 | $688k | +40% | 6.0k | 114.76 | |
| Crispr Therapeutics Ag Namen Akt Stock (CRSP) | 0.0 | $676k | +6% | 6.0k | 111.96 | |
| Vanguard Mid-cap Growth Index Fund Etf (VOT) | 0.0 | $673k | 2.8k | 236.22 | ||
| Reaves Util Income Fd Com Sh Ben Int Cef (UTG) | 0.0 | $672k | 21k | 32.75 | ||
| Appian Corp Cl A Stock (APPN) | 0.0 | $664k | +16% | 7.2k | 92.54 | |
| Health Care Select Sector Spdr Etf (XLV) | 0.0 | $659k | -2% | 5.2k | 127.37 | |
| Powershares Global Preferred Etf Etf (PGX) | 0.0 | $654k | +30% | 44k | 15.04 | |
| Etfs Gold Trust Etf Etf (SGOL) | 0.0 | $647k | +23% | 38k | 16.85 | |
| Taiwan Semiconductor Manufacturing Adr (TSM) | 0.0 | $642k | +43% | 5.8k | 111.65 | |
| Northwest Bancshares Inc Md Stock (NWBI) | 0.0 | $642k | -35% | 48k | 13.28 | |
| Vanguard High Dividend Yield Etf (VYM) | 0.0 | $632k | +21% | 6.1k | 103.34 | |
| Novartis Adr (NVS) | 0.0 | $631k | +8% | 7.7k | 81.78 | |
| Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK) | 0.0 | $629k | 23k | 27.38 | ||
| Ares Capital Corp Cef (ARCC) | 0.0 | $628k | +139% | 31k | 20.34 | |
| Semtech Corp Stock (SMTC) | 0.0 | $624k | NEW | 8.0k | 78.00 | |
| Travelers Companies Stock (TRV) | 0.0 | $621k | +150% | 4.1k | 152.13 | |
| Phillips 66 Stock (PSX) | 0.0 | $619k | +79% | 8.8k | 70.04 | |
| Apollo Global Mgmt Llc Com Npv Cl A Stock (APO) | 0.0 | $617k | NEW | 10k | 61.55 | |
Past Filings by Valeo Financial Advisors
SEC 13F filings are viewable for Valeo Financial Advisors going back to 2017
- 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
- Valeo Financial Advisors 2020 Q2 filed July 20, 2020
- Valeo Financial Advisors 2020 Q1 filed April 13, 2020
- Valeo Financial Advisors 2019 Q4 filed Jan. 24, 2020
- Valeo Financial Advisors 2019 Q3 filed Oct. 15, 2019
- Valeo Financial Advisors 2019 Q2 filed July 10, 2019
- Valeo Financial Advisors 2019 Q1 filed April 12, 2019
- Valeo Financial Advisors 2018 Q4 filed Jan. 30, 2019
- Valeo Financial Advisors 2018 Q3 filed Nov. 1, 2018
- Valeo Financial Advisors 2018 Q2 filed Aug. 14, 2018
- Valeo Financial Advisors 2018 Q1 filed April 12, 2018
- Valeo Financial Advisors 2017 Q4 filed Feb. 9, 2018