Valeo Financial Advisors
Latest statistics and disclosures from Valeo Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, IJR, RSP, AAPL, VCSH, and represent 38.00% of Valeo Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: VWO (+$5.6M), VGIT (+$5.2M), NVDA, IEFA, IVV, AGG, SPSM, TSLA, EFA, IJR.
- Started 73 new stock positions in APA, PSA, GDX, RDFN, MAS, PPG, NOBL, CE, CTSH, VTWG.
- Reduced shares in these 10 stocks: SPY (-$124M), RSP (-$27M), VCSH (-$7.3M), FNA, AMZN, QQQ, V, IUSG, BA, NFLX.
- Sold out of its positions in BCD, Activision Blizzard, AAP, ALB, AWK, BAX, TCPC, BNL, BF.B, Canopy Gro.
- Valeo Financial Advisors was a net seller of stock by $-114M.
- Valeo Financial Advisors has $2.5B in assets under management (AUM), dropping by 12.69%.
- Central Index Key (CIK): 0001722641
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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.
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- Download the Valeo Financial Advisors December 2023 csv data
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 |
|
Ishares S&p Smallcap 600 Etf Etf (IJR) | 7.2 | $181M | 1.8M | 101.83 |
|
|
Invesco S&p 500 Equal Weight Etf Etf (RSP) | 4.9 | $123M | -18% | 781k | 157.80 |
|
Apple Stock (AAPL) | 4.6 | $114M | 636k | 179.26 |
|
|
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) | 3.4 | $84M | -7% | 1.4M | 58.75 |
|
Ishares S&p 500 Index Etf (IVV) | 3.3 | $83M | +4% | 174k | 477.63 |
|
Microsoft Stock (MSFT) | 2.9 | $71M | +2% | 220k | 323.52 |
|
Vanguard Intermediate-term Treasury Etf Etf (VGIT) | 2.6 | $64M | +8% | 1.1M | 59.32 |
|
Eli Lilly & Co Stock (LLY) | 2.5 | $61M | 105k | 582.92 |
|
|
Ishares Msci Eafe Etf Etf (EFA) | 2.1 | $52M | +4% | 687k | 75.35 |
|
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 1.7 | $43M | 290k | 148.50 |
|
|
Amazon.com Stock (AMZN) | 1.6 | $41M | -4% | 282k | 144.98 |
|
Vanguard Ftse Emerging Markets Etf Etf (VWO) | 1.5 | $37M | +17% | 900k | 41.10 |
|
Google Stock (GOOGL) | 1.2 | $29M | +2% | 240k | 120.25 |
|
Ishares Core Msci Eafe Etf (IEFA) | 1.1 | $28M | +16% | 397k | 70.35 |
|
Jpmorgan Chase & Co Stock (JPM) | 1.1 | $27M | +6% | 185k | 147.65 |
|
Nvidia Corp Stock (NVDA) | 1.0 | $25M | +18% | 51k | 495.21 |
|
Ishares Russell 2000 Etf Etf (IWM) | 1.0 | $25M | 125k | 200.71 |
|
|
Vanguard Ftse Developed Markets Etf Etf (VEA) | 1.0 | $24M | +3% | 507k | 47.90 |
|
Vanguard S&p 500 Etf Etf (VOO) | 0.7 | $18M | +3% | 42k | 436.80 |
|
Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.7 | $18M | 169k | 107.35 |
|
|
Powershares Qqq Tr Etf (QQQ) | 0.7 | $18M | -10% | 43k | 409.46 |
|
Visa Stock (V) | 0.6 | $16M | -8% | 60k | 260.35 |
|
Boeing Stock (BA) | 0.6 | $15M | -5% | 58k | 260.66 |
|
Tesla Motors Stock (TSLA) | 0.6 | $15M | +17% | 59k | 248.48 |
|
Johnson & Johnson Stock (JNJ) | 0.6 | $15M | 121k | 120.06 |
|
|
Procter And Gamble Stock (PG) | 0.5 | $13M | +6% | 92k | 146.54 |
|
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) | 0.5 | $13M | +20% | 314k | 42.18 |
|
Meta Platforms Inc Cl A Stock (META) | 0.5 | $12M | 73k | 163.68 |
|
|
Merchants Bancorp Ind Stock (MBIN) | 0.4 | $11M | 257k | 42.58 |
|
|
Home Depot Stock (HD) | 0.4 | $10M | 30k | 346.55 |
|
|
Ishares Russell 1000 Growth Etf Etf (IWF) | 0.4 | $9.9M | 33k | 303.17 |
|
|
Mastercard Stock (MA) | 0.4 | $9.6M | -6% | 23k | 426.51 |
|
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) | 0.4 | $9.4M | +3% | 300k | 31.51 |
|
Pepsico Stock (PEP) | 0.4 | $9.4M | 83k | 113.69 |
|
|
Ishares Russell 1000 Value Etf Etf (IWD) | 0.4 | $9.4M | 57k | 165.25 |
|
|
Costco Wholesale Corp Stock (COST) | 0.4 | $9.3M | +3% | 14k | 660.09 |
|
Exxon Mobil Corp Stock (XOM) | 0.4 | $8.9M | +12% | 89k | 99.98 |
|
Merck & Co Stock (MRK) | 0.3 | $8.3M | 95k | 87.48 |
|
|
Oracle Corporation Stock (ORCL) | 0.3 | $8.2M | 78k | 105.43 |
|
|
Ishares Msci Emerging Markets Etf Etf (EEM) | 0.3 | $8.0M | -6% | 200k | 40.21 |
|
Disney Walt Stock (DIS) | 0.3 | $7.8M | 117k | 66.78 |
|
|
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) | 0.3 | $7.7M | +10% | 139k | 55.41 |
|
Unitedhealth Group Stock (UNH) | 0.3 | $7.6M | +3% | 15k | 526.47 |
|
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.3 | $7.6M | 14.00 | 542625.00 |
|
|
Mcdonalds Corp Stock (MCD) | 0.3 | $7.4M | 25k | 296.51 |
|
|
Chevron Corp Stock (CVX) | 0.3 | $7.2M | +13% | 48k | 149.16 |
|
Lockheed Martin Corp Stock (LMT) | 0.3 | $7.2M | +3% | 16k | 453.25 |
|
Walmart Stock (WMT) | 0.3 | $7.2M | 45k | 157.65 |
|
|
Amgen Stock (AMGN) | 0.3 | $7.0M | 47k | 149.71 |
|
|
Abbvie Stock (ABBV) | 0.3 | $6.8M | 79k | 86.70 |
|
|
Salesforce Stock (CRM) | 0.3 | $6.7M | 72k | 93.32 |
|
|
Bank America Corp Stock (BAC) | 0.3 | $6.7M | 198k | 33.67 |
|
|
Vanguard Total Stock Market Etf Etf (VTI) | 0.3 | $6.5M | +6% | 28k | 237.22 |
|
Coca Cola Stock (KO) | 0.2 | $6.1M | 133k | 46.11 |
|
|
Vanguard Value Etf Etf (VTV) | 0.2 | $6.1M | -3% | 41k | 149.50 |
|
Intel Corp Stock (INTC) | 0.2 | $6.0M | 120k | 50.25 |
|
|
Caterpillar Stock (CAT) | 0.2 | $6.0M | +2% | 20k | 295.67 |
|
Rtx Corporation Stock (RTX) | 0.2 | $5.8M | -5% | 96k | 60.27 |
|
Ishares Core Msci Emerging Mkts Etf (IEMG) | 0.2 | $5.6M | +15% | 111k | 50.58 |
|
Ishares Tr Russell 1000 Index Etf Etf (IWB) | 0.2 | $5.5M | +3% | 21k | 262.26 |
|
Nike Inc Class B Stock (NKE) | 0.2 | $5.2M | +2% | 48k | 108.57 |
|
Pfizer Stock (PFE) | 0.2 | $5.2M | -7% | 180k | 28.79 |
|
Broadcom Stock (AVGO) | 0.2 | $4.9M | +9% | 4.4k | 1116.33 |
|
Deere & Co Stock (DE) | 0.2 | $4.9M | +3% | 12k | 399.88 |
|
Honeywell Intl Stock (HON) | 0.2 | $4.8M | +4% | 23k | 209.71 |
|
Philip Morris Intl Stock (PM) | 0.2 | $4.7M | +4% | 50k | 94.08 |
|
Cisco Sys Stock (CSCO) | 0.2 | $4.6M | 92k | 50.52 |
|
|
Ishares Esg Aware Msci Usa Etf Etf (ESGU) | 0.2 | $4.3M | -2% | 41k | 104.92 |
|
Vanguard Short-term Treasury Etf Etf (VGSH) | 0.2 | $4.3M | +14% | 73k | 58.33 |
|
Verizon Communications Stock (VZ) | 0.2 | $4.1M | +2% | 109k | 37.70 |
|
Vanguard Growth Etf Etf (VUG) | 0.2 | $4.1M | -2% | 13k | 310.89 |
|
Fedex Corp Stock (FDX) | 0.2 | $4.0M | +5% | 16k | 252.97 |
|
Snowflake Inc Cl A Stock (SNOW) | 0.2 | $4.0M | -4% | 20k | 199.00 |
|
Ishares Trust Russell 3000 Index Etf (IWV) | 0.2 | $4.0M | 15k | 273.74 |
|
|
Cvs Health Corp Stock (CVS) | 0.2 | $3.9M | -2% | 49k | 78.93 |
|
Ishares Aggregate Bond Etf Etf (AGG) | 0.2 | $3.9M | +209% | 39k | 99.25 |
|
Netflix Stock (NFLX) | 0.2 | $3.9M | -16% | 7.9k | 486.73 |
|
Union Pac Corp Stock (UNP) | 0.2 | $3.8M | +7% | 16k | 245.61 |
|
United Parcel Service Stock (UPS) | 0.2 | $3.8M | -8% | 24k | 157.23 |
|
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 |
|
|
Technology Select Sector Spdr Etf (XLK) | 0.2 | $3.8M | +3% | 20k | 192.48 |
|
Prologis Share Beneficial Int Reit (PLD) | 0.1 | $3.6M | +30% | 27k | 133.30 |
|
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 |
|
|
Ishares Core S&p Mid Cap Etf Etf (IJH) | 0.1 | $3.4M | +3% | 12k | 277.15 |
|
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 |
|
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 |
|
Cummins Stock (CMI) | 0.1 | $3.1M | +4% | 13k | 239.56 |
|
Ford Motor Company Stock (F) | 0.1 | $3.1M | 255k | 12.19 |
|
|
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 |
|
Citigroup Stock (C) | 0.1 | $3.0M | -3% | 59k | 51.44 |
|
Vanguard Total World Stock Etf Etf (VT) | 0.1 | $3.0M | +20% | 30k | 102.88 |
|
Ishares S&p 500 Value Etf Etf (IVE) | 0.1 | $3.0M | -3% | 17k | 173.89 |
|
Conocophillips Stock (COP) | 0.1 | $3.0M | +14% | 26k | 116.07 |
|
American Express Stock (AXP) | 0.1 | $2.9M | +9% | 16k | 187.34 |
|
At&t Stock (T) | 0.1 | $2.8M | -11% | 167k | 16.78 |
|
Gitlab Inc Class A Stock (GTLB) | 0.1 | $2.8M | 44k | 62.96 |
|
|
Wells Fargo Stock (WFC) | 0.1 | $2.7M | -15% | 56k | 49.22 |
|
Zimmer Hldgs Stock (ZBH) | 0.1 | $2.7M | -20% | 22k | 121.70 |
|
Danaher Corp Stock (DHR) | 0.1 | $2.7M | -5% | 12k | 231.34 |
|
Novo-nordisk A/s Adr Adr Cmn Adr (NVO) | 0.1 | $2.7M | +11% | 26k | 103.45 |
|
Kimball Electronics Stock (KE) | 0.1 | $2.7M | -7% | 99k | 26.95 |
|
Enterprise Prods Partners Stock (EPD) | 0.1 | $2.6M | -2% | 100k | 26.35 |
|
Eaton Corp Stock (ETN) | 0.1 | $2.6M | -4% | 11k | 240.81 |
|
Occidental Pete Corp Stock (OXY) | 0.1 | $2.6M | -2% | 43k | 59.71 |
|
Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX) | 0.1 | $2.5M | -4% | 44k | 56.40 |
|
Accenture Plc Class A Stock (ACN) | 0.1 | $2.4M | +7% | 7.0k | 350.92 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
Thermo Fisher Scientific Stock (TMO) | 0.1 | $2.0M | +11% | 3.8k | 530.84 |
|
Kimberly-clark Corp Stock (KMB) | 0.1 | $1.9M | +24% | 16k | 121.51 |
|
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 |
|
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 |
|
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 |
|
Csx Corp Stock (CSX) | 0.1 | $1.6M | +16% | 46k | 34.67 |
|
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 |
|
3M Stock (MMM) | 0.0 | $1.2M | -26% | 11k | 109.32 |
|
Emerson Elec Stock (EMR) | 0.0 | $1.1M | +5% | 12k | 97.33 |
|
Inspire Med Sys Stock (INSP) | 0.0 | $1.1M | +25% | 5.6k | 203.43 |
|
Hershey Stock (HSY) | 0.0 | $1.1M | +32% | 6.0k | 186.43 |
|
Spdr High Yield Bond Etf Etf (JNK) | 0.0 | $1.1M | 12k | 94.73 |
|
|
Cintas Corp Stock (CTAS) | 0.0 | $1.1M | -4% | 1.8k | 602.58 |
|
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN) | 0.0 | $1.1M | 17k | 66.38 |
|
|
American Intl Group Stock (AIG) | 0.0 | $1.1M | 16k | 67.75 |
|
|
Booking Holdings Stock (BKNG) | 0.0 | $1.1M | -2% | 308.00 | 3549.13 |
|
Tg Therapeutics Stock (TGTX) | 0.0 | $1.1M | +2% | 63k | 17.08 |
|
Dimensional International Value Etf Etf (DFIV) | 0.0 | $1.1M | 31k | 34.36 |
|
|
Chubb Stock (CB) | 0.0 | $1.1M | +19% | 4.7k | 225.98 |
|
Vanguard Mid Cap Etf (VO) | 0.0 | $1.1M | +4% | 4.5k | 232.65 |
|
Southern Stock (SO) | 0.0 | $1.0M | +18% | 15k | 70.12 |
|
Nxp Semiconductors Nv Stock (NXPI) | 0.0 | $1.0M | -4% | 4.5k | 229.69 |
|
Astrazeneca Plc- Spons Adr (AZN) | 0.0 | $1.0M | -9% | 15k | 67.35 |
|
Lam Research Corp Stock (LRCX) | 0.0 | $1.0M | +29% | 1.3k | 783.56 |
|
Intuitive Surgical Stock (ISRG) | 0.0 | $995k | -15% | 2.9k | 337.33 |
|
Keycorp Stock (KEY) | 0.0 | $987k | +9% | 69k | 14.40 |
|
T-mobile Us Stock (TMUS) | 0.0 | $983k | +30% | 6.1k | 160.34 |
|
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG) | 0.0 | $981k | 21k | 47.74 |
|
|
Vanguard Health Care Etf Etf (VHT) | 0.0 | $973k | 3.9k | 250.72 |
|
|
Dimensional U.s. Small Cap Etf Etf (DFAS) | 0.0 | $972k | 16k | 59.62 |
|
|
Pnc Finl Svcs Group Stock (PNC) | 0.0 | $969k | -12% | 6.3k | 154.84 |
|
Ishares Tr Msci Acwiindex Etf (ACWI) | 0.0 | $961k | -7% | 9.4k | 101.77 |
|
Devon Energy Corp Stock (DVN) | 0.0 | $960k | -19% | 21k | 45.30 |
|
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) | 0.0 | $957k | 39k | 24.48 |
|
|
Microchip Technology Stock (MCHP) | 0.0 | $955k | +27% | 11k | 90.18 |
|
Analog Devices Stock (ADI) | 0.0 | $944k | +15% | 4.8k | 198.54 |
|
Marsh & Mclennan Cos Stock (MMC) | 0.0 | $940k | 5.0k | 189.47 |
|
|
Nextera Energy Stock (NEE) | 0.0 | $930k | -29% | 15k | 60.74 |
|
Industrial Select Sector Spdr Etf (XLI) | 0.0 | $925k | +9% | 8.1k | 113.99 |
|
American Tower Corp Reit (AMT) | 0.0 | $923k | +7% | 4.3k | 215.87 |
|
Spdr Gold Etf Etf (GLD) | 0.0 | $913k | +4% | 4.8k | 191.17 |
|
Dow Stock (DOW) | 0.0 | $913k | +5% | 17k | 54.84 |
|
Cbiz Stock (CBZ) | 0.0 | $906k | 15k | 62.59 |
|
|
Schwab Us Large Cap Growth Etf Etf (SCHG) | 0.0 | $905k | -5% | 11k | 82.96 |
|
Air Prods & Chems Stock (APD) | 0.0 | $903k | -15% | 3.3k | 273.77 |
|
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) | 0.0 | $888k | +2% | 23k | 38.01 |
|
Vanguard Dividend Appreciation Etf Etf (VIG) | 0.0 | $887k | -17% | 5.2k | 170.40 |
|
Lululemon Athletica Stock (LULU) | 0.0 | $882k | +26% | 1.7k | 511.41 |
|
Ubs Ag New F Stock (UBS) | 0.0 | $877k | +68% | 28k | 30.90 |
|
Panagram Bbb-b Clo Etf Etf (CLOZ) | 0.0 | $873k | +25% | 33k | 26.40 |
|
Schwab International Equity Etf Etf (SCHF) | 0.0 | $872k | -8% | 24k | 36.96 |
|
Micron Technology Stock (MU) | 0.0 | $870k | 10k | 85.34 |
|
|
Exp World Hldgs Stock (EXPI) | 0.0 | $869k | 56k | 15.52 |
|
Past Filings by Valeo Financial Advisors
SEC 13F filings are viewable for Valeo Financial Advisors going back to 2017
- 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
- Valeo Financial Advisors 2020 Q2 filed July 20, 2020
- Valeo Financial Advisors 2020 Q1 filed April 13, 2020