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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, AAPL, RSP, and represent 34.84% of Valeo Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: PLD (+$110M), IJH (+$77M), NVDA (+$61M), IEFA (+$13M), IJR (+$7.9M), HEFA (+$6.8M), VOO (+$5.8M), IEMG, VUG, VGIT.
Started 44 new stock positions in LH, KVUE, EVH, FNDC, PFFD, Spinnaker Etf Series cannabis etf, IFF, MARA, GRMN, VOX.
Reduced shares in these 10 stocks: PG (-$180M), SPY (-$7.5M), RSP (-$6.1M), Pioneer Natural Resources, EFA, VWO, AAPL, QQQ, , LLY.
Sold out of its positions in ALB, BUD, AZO, AVB, BAX, BILL, CVRX, CTRA, CSGP, EA.
Valeo Financial Advisors was a net buyer of stock by $118M.
Valeo Financial Advisors has $3.2B in assets under management (AUM), dropping by 14.76%.
Central Index Key (CIK): 0001722641

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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 656 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Valeo Financial Advisors has 656 total positions. Only the first 250 positions are shown.

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Etf (SPY)	16.3	$523M		980k	534.33	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	6.2	$200M	+4%	2.0M	100.44	View chart
Ishares Core Msci Emerging Mkts Etf (IEMG)	4.5	$146M	+3%	2.7M	53.53	View chart
Apple Stock (AAPL)	4.0	$130M		663k	196.68	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	3.8	$122M	-4%	743k	164.28	View chart
Prologis Share Beneficial Int Reit (PLD)	3.5	$113M	+3762%	1.0M	112.31	View chart
Eli Lilly & Co Stock (LLY)	3.2	$102M		113k	905.38	View chart
Ishares S&p 500 Index Etf (IVV)	3.0	$97M		178k	547.23	View chart
Microsoft Stock (MSFT)	2.7	$87M		226k	386.30	View chart
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)	2.6	$84M		1.4M	58.65	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	2.5	$81M	+2028%	1.4M	58.52	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	2.2	$71M	+5%	1.2M	58.23	View chart
Nvidia Corp Stock (NVDA)	2.1	$68M	+913%	551k	123.68	View chart
Amazon.com Stock (AMZN)	1.7	$55M		300k	183.29	View chart
Ishares Msci Eafe Etf Etf (EFA)	1.7	$54M	-4%	686k	78.56	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.5	$49M		300k	164.84	View chart
Ishares Core Msci Eafe Etf (IEFA)	1.4	$44M	+41%	599k	72.64	View chart
Google Stock (GOOGL)	1.2	$39M		248k	156.61	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	1.1	$34M	-5%	787k	43.76	View chart
Jpmorgan Chase & Co Stock (JPM)	0.9	$30M		173k	173.67	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.9	$28M	+26%	55k	500.13	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.8	$27M	+3%	538k	49.42	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.8	$24M		172k	140.48	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.7	$24M		116k	202.89	View chart
Powershares Qqq Tr Etf (QQQ)	0.7	$22M	-7%	45k	479.11	View chart
Meta Platforms Inc Cl A Stock (META)	0.6	$20M	+5%	79k	253.25	View chart
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)	0.5	$17M	+63%	488k	35.55	View chart
Visa Stock (V)	0.5	$16M		61k	262.47	View chart
Procter And Gamble Stock (PG)	0.4	$14M	-92%	86k	164.92	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.4	$13M		313k	41.53	View chart
Johnson & Johnson Stock (JNJ)	0.4	$13M	+5%	114k	110.13	View chart
Exxon Mobil Corp Stock (XOM)	0.4	$13M	+24%	109k	115.12	View chart
Costco Wholesale Corp Stock (COST)	0.4	$12M		15k	849.99	View chart
Tesla Motors Stock (TSLA)	0.4	$12M	+2%	59k	197.89	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.4	$12M		32k	364.50	View chart
Oracle Corporation Stock (ORCL)	0.4	$11M		81k	141.20	View chart
Broadcom Stock (AVGO)	0.4	$11M	+42%	7.0k	1605.44	View chart
Mastercard Stock (MA)	0.3	$10M	+2%	24k	441.15	View chart
Home Depot Stock (HD)	0.3	$10M		30k	344.24	View chart
Boeing Stock (BA)	0.3	$10M		57k	182.01	View chart
Pepsico Stock (PEP)	0.3	$10M		89k	114.19	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.3	$10M		57k	174.47	View chart
Walmart Stock (WMT)	0.3	$9.7M		144k	67.71	View chart
Merck & Co Stock (MRK)	0.3	$9.5M		96k	99.54	View chart
Merchants Bancorp Ind Stock (MBIN)	0.3	$9.5M		236k	40.54	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$9.1M	+87%	24k	374.01	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.3	$8.6M		14.00	612241.00	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$8.6M	+4%	32k	267.51	View chart
Caterpillar Stock (CAT)	0.3	$8.3M	+19%	25k	333.10	View chart
Salesforce Stock (CRM)	0.2	$8.0M	+7%	78k	103.71	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.2	$7.8M	-11%	132k	59.20	View chart
Abbvie Stock (ABBV)	0.2	$7.8M		80k	97.17	View chart
Unitedhealth Group Stock (UNH)	0.2	$7.7M	+9%	15k	509.28	View chart
Bank America Corp Stock (BAC)	0.2	$7.7M	+17%	229k	33.36	View chart
Disney Walt Stock (DIS)	0.2	$7.5M		106k	70.94	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$7.4M	+3%	16k	467.10	View chart
Chevron Corp Stock (CVX)	0.2	$7.3M	-5%	47k	156.42	View chart
Amgen Stock (AMGN)	0.2	$6.7M	-2%	44k	153.07	View chart
Vanguard Value Etf Etf (VTV)	0.2	$6.7M	+5%	42k	160.41	View chart
Rtx Corporation Stock (RTX)	0.2	$6.6M	-3%	93k	70.94	View chart
Ishares Tr Russell 1000 Index Etf Etf (IWB)	0.2	$6.5M	-5%	22k	297.54	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.2	$6.4M	-11%	150k	42.59	View chart
Mcdonalds Corp Stock (MCD)	0.2	$6.4M		25k	254.84	View chart
Coca Cola Stock (KO)	0.2	$6.0M	-3%	124k	48.76	View chart
Technology Select Sector Spdr Etf (XLK)	0.2	$5.8M	+27%	26k	226.23	View chart
Ishares Aggregate Bond Etf Etf (AGG)	0.2	$5.7M	+28%	58k	97.07	View chart
Novo-nordisk A/s Adr Adr Cmn Adr (NVO)	0.2	$5.5M	+2%	39k	142.74	View chart
Pfizer Stock (PFE)	0.2	$5.4M	+13%	217k	24.95	View chart
Netflix Stock (NFLX)	0.2	$5.0M	-3%	7.4k	674.85	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.2	$4.8M	+38%	67k	72.05	View chart
Palo Alto Networks Stock (PANW)	0.1	$4.8M	+8%	14k	339.01	View chart
Honeywell Intl Stock (HON)	0.1	$4.6M	-2%	22k	213.54	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.1	$4.5M		77k	57.99	View chart
Philip Morris Intl Stock (PM)	0.1	$4.5M		44k	101.33	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.1	$4.5M		37k	119.32	View chart
Cisco Sys Stock (CSCO)	0.1	$4.4M	-3%	93k	47.51	View chart
Ishares Trust Russell 3000 Index Etf (IWV)	0.1	$4.4M		14k	308.67	View chart
Goldman Sachs Group Stock (GS)	0.1	$4.2M		28k	149.87	View chart
Fedex Corp Stock (FDX)	0.1	$4.2M	-4%	14k	299.84	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$4.2M	+12%	37k	112.63	View chart
Verizon Communications Stock (VZ)	0.1	$4.1M		99k	41.24	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.1	$4.1M	-3%	16k	257.28	View chart
Energy Transfer Equity L P Com Unit Ltd Partnership Stock (ET)	0.1	$3.9M	+19%	285k	13.51	View chart
Qualcomm Stock (QCOM)	0.1	$3.8M		44k	87.28	View chart
Citigroup Stock (C)	0.1	$3.7M	+5%	58k	63.46	View chart
Intel Corp Stock (INTC)	0.1	$3.7M	-4%	118k	30.97	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$3.6M	-2%	27k	134.96	View chart
American Express Stock (AXP)	0.1	$3.6M		16k	231.55	View chart
Cummins Stock (CMI)	0.1	$3.6M		13k	276.93	View chart
Nike Inc Class B Stock (NKE)	0.1	$3.6M		47k	75.37	View chart
Danaher Corp Stock (DHR)	0.1	$3.5M	+5%	14k	249.86	View chart
Union Pac Corp Stock (UNP)	0.1	$3.5M		16k	226.25	View chart
Eaton Corp Stock (ETN)	0.1	$3.4M	-5%	11k	313.56	View chart
Taiwan Semiconductor Manufacturing Adr (TSM)	0.1	$3.4M	+5%	20k	173.81	View chart
Adobe Sys Stock (ADBE)	0.1	$3.4M	+15%	6.1k	555.55	View chart
Ishares Tr High Divid Equity Etf (HDV)	0.1	$3.4M	+8%	184k	18.18	View chart
Advanced Micro Devices Stock (AMD)	0.1	$3.3M	+11%	21k	162.21	View chart
Abbott Labs Stock (ABT)	0.1	$3.3M	+3%	32k	103.91	View chart
United Parcel Service Stock (UPS)	0.1	$3.3M	-6%	24k	136.85	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$3.2M		18k	182.01	View chart
Vanguard Mid Cap Etf (VO)	0.1	$3.2M	+155%	13k	242.09	View chart
Ge Aerospace Stock (GE)	0.1	$3.2M	+15%	20k	158.97	View chart
Starbucks Corp Stock (SBUX)	0.1	$3.1M	+6%	70k	43.99	View chart
Wells Fargo Stock (WFC)	0.1	$3.0M	+3%	51k	59.39	View chart
Vanguard Small Cap Etf Etf (VB)	0.1	$3.0M	+54%	14k	218.04	View chart
Financial Select Sector Spdr Etf (XLF)	0.1	$3.0M	+25%	73k	41.11	View chart
Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX)	0.1	$2.9M		46k	64.25	View chart
Deere & Co Stock (DE)	0.1	$2.9M	-12%	7.8k	373.64	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$2.9M	+4%	32k	92.54	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$2.9M	+5%	48k	60.30	View chart
Hillenbrand Incorporated Stock (HI)	0.1	$2.9M		72k	40.02	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$2.9M		100k	28.98	View chart
Target Corp Stock (TGT)	0.1	$2.9M	-9%	19k	148.04	View chart
Charles Schwab Corp Stock (SCHW)	0.1	$2.8M		39k	73.69	View chart
At&t Stock (T)	0.1	$2.8M	-9%	148k	19.11	View chart
Stryker Corp Stock (SYK)	0.1	$2.8M	+6%	8.3k	340.24	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$2.8M	+3%	56k	50.11	View chart
Conocophillips Stock (COP)	0.1	$2.8M	+3%	25k	114.38	View chart
Vertex Pharmaceuticals In Stock (VRTX)	0.1	$2.8M	-7%	5.9k	468.73	View chart
Ford Motor Company Stock (F)	0.1	$2.7M	-4%	216k	12.54	View chart
Tjx Cos Stock (TJX)	0.1	$2.6M	-6%	24k	110.10	View chart
Energy Select Sector Spdr Etf (XLE)	0.1	$2.6M	+40%	28k	91.15	View chart
Blackrock Stock (BLK)	0.1	$2.5M	+9%	3.2k	787.35	View chart
Elevance Health Stock (ELV)	0.1	$2.5M	-2%	4.7k	541.88	View chart
Snowflake Inc Cl A Stock (SNOW)	0.1	$2.5M	-16%	18k	135.09	View chart
Ishares Dj Select Dividend Etf (DVY)	0.1	$2.4M		20k	120.98	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$2.4M		30k	80.13	View chart
Intl Business Machines Stock (IBM)	0.1	$2.3M		13k	172.94	View chart
Paypal Hldgs Stock (PYPL)	0.1	$2.3M	-4%	40k	58.03	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$2.3M	+2%	4.2k	553.03	View chart
Vanguard Information Technology Etf (VGT)	0.1	$2.3M	+52%	4.0k	576.52	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$2.2M	-2%	16k	138.20	View chart
Abercrombie & Fitch Co Cl A Stock (ANF)	0.1	$2.2M	-18%	13k	177.84	View chart
Gitlab Inc Class A Stock (GTLB)	0.1	$2.2M		44k	49.72	View chart
Accenture Plc Class A Stock (ACN)	0.1	$2.2M	-9%	7.1k	303.42	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$2.1M		33k	65.44	View chart
Hershey Stock (HSY)	0.1	$2.1M	+12%	12k	183.84	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.1	$2.1M		31k	66.98	View chart
Equinix Reit (EQIX)	0.1	$2.1M		2.7k	756.62	View chart
Ishares Tr Russell Midcap Index Etf (IWR)	0.1	$2.1M	-2%	25k	81.08	View chart
Lowes Cos Stock (LOW)	0.1	$2.0M		9.3k	220.46	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$2.0M	-10%	86k	23.85	View chart
Waste Management Stock (WM)	0.1	$2.0M		9.6k	213.34	View chart
Linde Stock (LIN)	0.1	$2.0M	+8%	4.6k	438.84	View chart
Ishares Tr S&p 1500 Index Etf (ITOT)	0.1	$2.0M		17k	118.78	View chart
Altria Group Stock (MO)	0.1	$2.0M	-4%	44k	45.55	View chart
Royal Dutch Shell Plc- Adr (SHEL)	0.1	$2.0M	-6%	28k	72.18	View chart
Applied Matls Stock (AMAT)	0.1	$2.0M	+3%	8.3k	236.00	View chart
Zimmer Hldgs Stock (ZBH)	0.1	$2.0M	-19%	18k	108.53	View chart
Texas Instrs Stock (TXN)	0.1	$1.9M	+11%	10k	194.54	View chart
Cvs Health Corp Stock (CVS)	0.1	$1.9M	-15%	33k	59.06	View chart
Duke Energy Corp Stock (DUK)	0.1	$1.9M	-9%	19k	100.23	View chart
Automatic Data Processing Stock (ADP)	0.1	$1.9M		8.0k	238.69	View chart
Uber Technologies Stock (UBER)	0.1	$1.9M	+4%	26k	72.68	View chart
Consumer Discretionary Sel Sector Spdr Etf (XLY)	0.1	$1.9M	+11%	10k	182.40	View chart
S&p Global Stock (SPGI)	0.1	$1.9M	+7%	4.2k	445.97	View chart
Nextera Energy Stock (NEE)	0.1	$1.8M	+12%	26k	70.81	View chart
General Dynamics Corp Stock (GD)	0.1	$1.8M	-13%	6.3k	290.14	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.1	$1.8M		1.8k	1022.67	View chart
Phillips 66 Stock (PSX)	0.1	$1.8M		13k	141.17	View chart
Occidental Pete Corp Stock (OXY)	0.1	$1.8M	-16%	29k	63.03	View chart
Marriott Intl Stock (MAR)	0.1	$1.8M	+164%	7.5k	241.81	View chart
General Mls Stock (GIS)	0.1	$1.8M	+4%	29k	63.26	View chart
Industrial Select Sector Spdr Etf (XLI)	0.1	$1.8M	+59%	15k	121.87	View chart
Kimball Electronics Stock (KE)	0.1	$1.8M	-8%	82k	21.98	View chart
Ares Management Corporation Cl A Com Stk Stock (ARES)	0.1	$1.8M		13k	133.28	View chart
BP Adr (BP)	0.1	$1.7M	-5%	47k	36.10	View chart
Morgan Stanley Stock (MS)	0.1	$1.7M	-7%	17k	97.19	View chart
Boston Scientific Corp Stock (BSX)	0.1	$1.7M	-10%	22k	77.01	View chart
Ishares Russell 2000 Value Etf (IWN)	0.1	$1.7M		11k	152.30	View chart
Norfolk Southern Crp Stock (NSC)	0.1	$1.6M		7.7k	214.69	View chart
Intuitive Surgical Stock (ISRG)	0.1	$1.6M	+9%	3.6k	444.82	View chart
Servicenow Stock (NOW)	0.1	$1.6M		2.1k	786.67	View chart
Csx Corp Stock (CSX)	0.0	$1.6M		47k	33.45	View chart
Panagram Bbb-b Clo Etf Etf (CLOZ)	0.0	$1.6M		59k	26.94	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$1.6M	+2%	6.3k	250.13	View chart
Cintas Corp Stock (CTAS)	0.0	$1.6M	+2%	2.2k	700.39	View chart
Vanguard Ftse All-world Ex-us Etf (VEU)	0.0	$1.5M	-16%	26k	58.64	View chart
Blackstone Group Stock (BX)	0.0	$1.5M		12k	123.80	View chart
Ishares Credit Bond Etf Etf (USIG)	0.0	$1.5M	-5%	30k	50.21	View chart
Nxp Semiconductors Nv Stock (NXPI)	0.0	$1.5M	+4%	5.6k	269.11	View chart
Intuit Stock (INTU)	0.0	$1.5M		2.3k	657.21	View chart
Invesco Short Term Treasury Etf Etf (TBLL)	0.0	$1.5M	+2%	14k	105.47	View chart
Lam Research Corp Stock (LRCX)	0.0	$1.5M	+8%	1.4k	1064.69	View chart
Medtronic Stock (MDT)	0.0	$1.5M	-17%	19k	78.71	View chart
Ishares Russell Midcap Growth Etf Etf (IWP)	0.0	$1.5M		14k	110.35	View chart
Kraft Heinz Stock (KHC)	0.0	$1.5M	-4%	46k	32.22	View chart
Ishares Russell 2000 Growth Index Etf (IWO)	0.0	$1.5M		5.6k	262.53	View chart
Laboratory Corp Of America Stock (LH)	0.0	$1.5M	NEW	7.2k	203.51	View chart
Marathon Pete Corp Stock (MPC)	0.0	$1.4M	+3%	8.3k	173.48	View chart
Aflac Stock (AFL)	0.0	$1.4M		16k	89.31	View chart
Simon Property Group Reit (SPG)	0.0	$1.4M		9.3k	151.80	View chart
Cigna Corp Stock (CI)	0.0	$1.4M	-3%	4.2k	330.58	View chart
Super Micro Computer Stock (SMCI)	0.0	$1.4M	+14%	1.7k	819.35	View chart
Zoetis Inc Com Cl A Stock (ZTS)	0.0	$1.4M	+4%	7.9k	173.37	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.0	$1.4M		35k	39.27	View chart
Emerson Elec Stock (EMR)	0.0	$1.4M	+7%	12k	110.16	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$1.4M		5.5k	246.61	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$1.3M		9.0k	149.87	View chart
Chubb Stock (CB)	0.0	$1.3M	+6%	5.3k	255.09	View chart
American Elec Pwr Stock (AEP)	0.0	$1.3M	-9%	15k	87.74	View chart
O Reilly Automotive Stock (ORLY)	0.0	$1.3M	+19%	1.2k	1056.06	View chart
Proshares Ultra Semiconductors Etf (USD)	0.0	$1.3M		9.2k	139.12	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$1.3M	+1336%	20k	62.65	View chart
Astrazeneca Plc- Spons Adr (AZN)	0.0	$1.3M		16k	77.99	View chart
Yum! Brands Stock (YUM)	0.0	$1.3M	+6%	9.5k	132.46	View chart
Schwab Us Large Cap Value Etf Etf (SCHV)	0.0	$1.2M		17k	74.08	View chart
Micron Technology Stock (MU)	0.0	$1.2M	+2%	9.3k	131.53	View chart
Ishares Msci Eafe Growth Index Etf Etf (EFG)	0.0	$1.2M		12k	102.30	View chart
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)	0.0	$1.2M		17k	72.75	View chart
Southern Stock (SO)	0.0	$1.2M	+5%	16k	77.57	View chart
Vanguard Energy Etf (VDE)	0.0	$1.2M		9.4k	127.57	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$1.2M	+53%	8.7k	137.91	View chart
Us Bancorp Del Stock (USB)	0.0	$1.2M	-2%	30k	39.70	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$1.2M	-4%	47k	25.08	View chart
Schwab Us Large Cap Growth Etf Etf (SCHG)	0.0	$1.2M		12k	100.84	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$1.2M	+23%	1.1k	1051.03	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$1.2M	-8%	3.0k	383.24	View chart
Lululemon Athletica Stock (LULU)	0.0	$1.2M	+13%	3.9k	298.72	View chart
Booking Holdings Stock (BKNG)	0.0	$1.1M	-8%	289.00	3963.97	View chart
Colgate Palmolive Stock (CL)	0.0	$1.1M	+2%	12k	97.04	View chart
Vanguard Intermediate Term Corp Bond Fd Etf Etf (VCIT)	0.0	$1.1M	-21%	14k	79.93	View chart
Spdr High Yield Bond Etf Etf (JNK)	0.0	$1.1M		12k	94.27	View chart
American Intl Group Stock (AIG)	0.0	$1.1M	+16%	18k	63.42	View chart
Marsh & Mclennan Cos Stock (MMC)	0.0	$1.1M	+3%	5.3k	210.70	View chart
Schlumberger Ltd Com Stk Stock (SLB)	0.0	$1.1M	-4%	24k	47.18	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.0	$1.1M	+3%	18k	60.08	View chart
Dimensional International Value Etf Etf (DFIV)	0.0	$1.1M		30k	35.94	View chart
Terre Haute First Financial Stock (THFF)	0.0	$1.1M	-4%	29k	36.88	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.0	$1.1M	+144%	7.0k	151.66	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$1.1M		5.8k	182.54	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$1.1M	+2%	4.0k	265.99	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$1.0M	-3%	2.4k	435.95	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.0	$1.0M	+41%	12k	85.66	View chart
3M Stock (MMM)	0.0	$1.0M		10k	102.19	View chart
Analog Devices Stock (ADI)	0.0	$1.0M		4.5k	228.27	View chart
Fortinet Stock (FTNT)	0.0	$1.0M	+62%	17k	60.27	View chart
Keycorp Stock (KEY)	0.0	$1.0M	+41%	98k	10.29	View chart
Kellanova Stock (K)	0.0	$1.0M	-6%	17k	57.68	View chart
Blue Owl Capital Corporation Cef (OBDC)	0.0	$998k		65k	15.36	View chart
Microchip Technology Stock (MCHP)	0.0	$998k	+3%	11k	91.50	View chart
Ishares Tr Msci Acwiindex Etf (ACWI)	0.0	$994k		8.8k	112.39	View chart
Spdr Gold Etf Etf (GLD)	0.0	$990k	-9%	4.6k	215.01	View chart
Proshares Ultra Technology Etf (ROM)	0.0	$989k		14k	69.83	View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)	0.0	$987k		21k	46.61	View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)	0.0	$987k		40k	24.49	View chart
Consumer Staples Select Sector Spdr Etf (XLP)	0.0	$983k	+21%	13k	76.58	View chart
Travelers Companies Stock (TRV)	0.0	$975k	-2%	4.8k	203.33	View chart
Diageo Adr (DEO)	0.0	$964k	-3%	34k	28.74	View chart
Shopify Inc Cl A Stock (SHOP)	0.0	$956k		15k	66.05	View chart

Past Filings by Valeo Financial Advisors

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

Valeo Financial Advisors 2024 Q2 filed July 10, 2024
Valeo Financial Advisors 2024 Q1 restated filed April 25, 2024
Valeo Financial Advisors 2024 Q1 filed April 19, 2024
Valeo Financial Advisors 2023 Q4 filed Jan. 29, 2024
Valeo Financial Advisors 2023 Q3 filed Oct. 20, 2023
Valeo Financial Advisors 2023 Q2 filed July 14, 2023
Valeo Financial Advisors 2023 Q1 filed April 17, 2023
Valeo Financial Advisors 2022 Q4 filed Feb. 9, 2023
Valeo Financial Advisors 2022 Q3 filed Oct. 31, 2022
Valeo Financial Advisors 2022 Q2 filed Aug. 3, 2022
Valeo Financial Advisors 2022 Q1 filed April 28, 2022
Valeo Financial Advisors 2021 Q4 filed Jan. 7, 2022
Valeo Financial Advisors 2021 Q3 filed Nov. 2, 2021
Valeo Financial Advisors 2021 Q2 filed July 22, 2021
Valeo Financial Advisors 2021 Q1 filed April 12, 2021
Valeo Financial Advisors 2020 Q4 filed Feb. 11, 2021

View all past filings

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