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 616 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Valeo Financial Advisors has 616 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) 17.6 $369M +11% 975k 378.34
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Ishares S&p Smallcap 600 Etf Etf (IJR) 6.7 $139M +4% 1.6M 89.14
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Invesco S&p 500 Equal Weight Etf Etf (RSP) 5.0 $105M +10% 750k 140.01
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Apple Stock (AAPL) 4.9 $102M +12% 660k 153.95
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Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 4.2 $89M 1.5M 58.77
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Ishares S&p 500 Index Etf (IVV) 3.3 $68M +2% 166k 411.08
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Vanguard Intermediate-term Treasury Etf Etf (VGIT) 2.6 $54M +16% 896k 59.96
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Microsoft Stock (MSFT) 2.6 $54M +8% 217k 247.64
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Ishares Msci Eafe Etf Etf (EFA) 2.1 $43M -3% 600k 71.52
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.7 $36M 275k 132.32
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Amazon.com Stock (AMZN) 1.5 $31M +24% 303k 103.29
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Vanguard Ftse Emerging Markets Etf Etf (VWO) 1.5 $31M -6% 759k 40.40
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Lilly Eli & Co Stock (LLY) 1.2 $26M +14% 74k 343.42
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Ishares Russell 2000 Etf Etf (IWM) 1.1 $23M +9% 128k 178.40
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Google Stock (GOOGL) 1.0 $21M +21% 207k 103.73
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Vanguard Ftse Developed Markets Etf Etf (VEA) 1.0 $21M 469k 45.17
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Ishares Core Msci Eafe Etf (IEFA) 1.0 $20M +6% 308k 64.94
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Jpmorgan Chase & Co Stock (JPM) 0.9 $19M +11% 168k 111.43
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Vanguard S&p 500 Etf Etf (VOO) 0.8 $16M 42k 376.07
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Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.7 $15M +9% 180k 80.78
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Johnson & Johnson Stock (JNJ) 0.7 $14M +7% 119k 118.22
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Visa Stock (V) 0.6 $13M +6% 58k 225.46
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Boeing Stock (BA) 0.6 $13M +4% 61k 212.43
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Procter And Gamble Stock (PG) 0.6 $12M 82k 148.69
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Tesla Motors Stock (TSLA) 0.6 $12M +51% 59k 207.46
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Nvidia Corp Stock (NVDA) 0.6 $12M +22% 43k 277.77
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Pepsico Stock (PEP) 0.5 $9.8M +7% 81k 120.76
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Exxon Mobil Corp Stock (XOM) 0.4 $8.8M -2% 97k 90.96
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Disney Walt Stock (DIS) 0.4 $8.7M 117k 74.23
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Powershares Qqq Tr Etf (QQQ) 0.4 $8.7M +88% 50k 173.13
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Pfizer Stock (PFE) 0.4 $8.6M 212k 40.80
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Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.4 $8.6M -2% 227k 37.77
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Ishares Russell 1000 Value Etf Etf (IWD) 0.4 $8.6M +2% 56k 152.26
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Paragon 28 Stock (FNA) 0.4 $8.5M +5% 500k 17.07
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Ishares Msci Emerging Markets Etf Etf (EEM) 0.4 $8.2M 216k 38.08
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Home Depot Stock (HD) 0.4 $8.1M +5% 27k 295.12
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Ishares Russell 1000 Growth Etf Etf (IWF) 0.4 $8.1M -4% 33k 244.33
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Oracle Corporation Stock (ORCL) 0.4 $7.7M +2% 83k 92.92
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Mastercard Stock (MA) 0.4 $7.6M +4% 21k 363.41
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Merck & Co Stock (MRK) 0.4 $7.5M +5% 89k 84.01
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Lockheed Martin Corp Stock (LMT) 0.4 $7.5M +8% 16k 472.74
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Raytheon Technologies Corp Stock (RTX) 0.4 $7.5M +8% 104k 72.06
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Merchants Bancorp Ind Stock (MBIN) 0.3 $7.0M 269k 26.04
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Meta Platforms Inc Cl A Stock (META) 0.3 $6.6M +2% 70k 93.58
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Mcdonalds Corp Stock (MCD) 0.3 $6.6M +4% 23k 279.61
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Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.3 $6.5M 14.00 465600.00
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Costco Wholesale Corp Stock (COST) 0.3 $6.5M +16% 13k 496.86
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Abbvie Stock (ABBV) 0.3 $6.4M +3% 75k 85.32
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Walmart Stock (WMT) 0.3 $6.3M +4% 43k 147.45
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Unitedhealth Group Stock (UNH) 0.3 $6.1M +32% 13k 472.57
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Caterpillar Stock (CAT) 0.3 $6.1M +81% 27k 228.84
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Coca Cola Stock (KO) 0.3 $6.0M -7% 126k 47.78
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Chevron Corp Stock (CVX) 0.3 $5.9M 55k 108.89
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Vanguard Total Stock Market Etf Etf (VTI) 0.3 $5.9M -77% 29k 204.10
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Verizon Communications Stock (VZ) 0.3 $5.7M +19% 146k 38.89
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Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.3 $5.7M +16% 112k 50.66
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Bank America Corp Stock (BAC) 0.3 $5.6M +7% 197k 28.60
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Salesforce Stock (CRM) 0.3 $5.6M -6% 74k 75.37
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United Parcel Service Stock (UPS) 0.3 $5.2M +6% 27k 193.99
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Ishares Tr Russell 1000 Index Etf Etf (IWB) 0.2 $5.2M +4% 23k 225.23
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Nike Inc Class B Stock (NKE) 0.2 $4.9M +4% 40k 122.64
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Amgen Stock (AMGN) 0.2 $4.9M +6% 43k 114.79
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Zimmer Hldgs Stock (ZBH) 0.2 $4.8M +37% 37k 129.20
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Cisco Sys Stock (CSCO) 0.2 $4.8M +14% 91k 52.27
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Paypal Hldgs Stock (PYPL) 0.2 $4.6M +4% 61k 75.94
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Old Natl Bancorp Ind Stock (ONB) 0.2 $4.6M +1358% 317k 14.42
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Cvs Health Corp Stock (CVS) 0.2 $4.5M +12% 61k 74.31
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First Mid Ill Bancshares Stock (FMBH) 0.2 $4.5M +1315% 164k 27.22
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Starbucks Corp Stock (SBUX) 0.2 $4.4M +4% 73k 60.54
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Philip Morris Intl Stock (PM) 0.2 $4.4M +4% 45k 97.25
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Sunoco Stock (SUN) 0.2 $4.4M NEW 100k 43.89
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Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 0.2 $4.3M +183% 147k 29.47
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Honeywell Intl Stock (HON) 0.2 $4.2M +15% 22k 191.12
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Vanguard Value Etf Etf (VTV) 0.2 $4.1M +104% 70k 58.95
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Target Corp Stock (TGT) 0.2 $4.0M +15% 24k 165.63
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At&t Stock (T) 0.2 $4.0M +21% 214k 18.65
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Ishares Core Msci Emerging Mkts Etf (IEMG) 0.2 $3.9M +8% 80k 48.79
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Constellation Brands Inc Cl A Stock (STZ) 0.2 $3.9M +4% 32k 121.45
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Deere & Co Stock (DE) 0.2 $3.9M +7% 9.3k 412.90
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Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.2 $3.8M NEW 43k 90.45
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Intel Corp Stock (INTC) 0.2 $3.8M +9% 115k 32.67
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Fedex Corp Stock (FDX) 0.2 $3.7M +12% 16k 228.48
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Technology Select Sector Spdr Etf (XLK) 0.2 $3.5M +15% 24k 151.01
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Hillenbrand Incorporated Stock (HI) 0.2 $3.5M +4% 73k 47.53
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Vanguard Short-term Treasury Etf Etf (VGSH) 0.2 $3.3M +6% 57k 58.54
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Comcast Corp New Cl A Stock (CMCSA) 0.2 $3.3M +6% 121k 27.42
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Ford Motor Company Stock (F) 0.2 $3.3M +9% 260k 12.60
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Prologis Share Beneficial Int Reit (PLD) 0.2 $3.2M 26k 124.77
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Citigroup Stock (C) 0.2 $3.2M +21% 68k 46.89
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Goldman Sachs Group Stock (GS) 0.2 $3.2M +5% 29k 110.74
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Kimball Electronics Stock (KE) 0.1 $3.0M -4% 126k 24.10
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Ishares Core S&p Mid Cap Etf Etf (IJH) 0.1 $3.0M +8% 12k 250.17
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Vanguard Reit Index Etf Etf (VNQ) 0.1 $2.9M +620% 35k 83.04
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Qualcomm Stock (QCOM) 0.1 $2.9M -18% 47k 61.41
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Stryker Corp Stock (SYK) 0.1 $2.9M +80% 10k 285.47
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Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.1 $2.8M -7% 57k 49.33
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Snowflake Inc Cl A Stock (SNOW) 0.1 $2.8M +17% 18k 154.29
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Abbott Labs Stock (ABT) 0.1 $2.7M +7% 26k 101.26
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Cummins Stock (CMI) 0.1 $2.7M +3% 11k 238.87
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Broadcom Stock (AVGO) 0.1 $2.6M +43% 4.1k 641.57
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Occidental Pete Corp Stock (OXY) 0.1 $2.6M +137% 42k 62.43
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Ishares S&p 500 Value Etf Etf (IVE) 0.1 $2.6M +15% 17k 151.76
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Danaher Corp Stock (DHR) 0.1 $2.5M -5% 10k 252.03
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Sitio Royalties Corp Class A Stock (STR) 0.1 $2.5M NEW 111k 22.60
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Enterprise Prods Partners Stock (EPD) 0.1 $2.5M +4% 96k 25.90
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American Express Stock (AXP) 0.1 $2.5M +15% 15k 164.95
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Union Pac Corp Stock (UNP) 0.1 $2.4M +2% 12k 201.26
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Bristol-myers Squibb Stock (BMY) 0.1 $2.4M -4% 53k 45.00
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Duke Energy Corp Stock (DUK) 0.1 $2.4M +17% 25k 96.47
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Netflix Stock (NFLX) 0.1 $2.4M +4% 6.9k 345.46
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Elevance Health Stock (ELV) 0.1 $2.4M -17% 5.2k 459.82
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BP Adr (BP) 0.1 $2.3M -14% 70k 32.64
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General Mls Stock (GIS) 0.1 $2.3M +2% 26k 85.46
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Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $2.2M +11% 32k 69.72
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Financial Select Sector Spdr Etf (XLF) 0.1 $2.2M +27% 67k 32.15
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Wells Fargo Stock (WFC) 0.1 $2.1M -4% 57k 37.38
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Kinder Morgan Stock (KMI) 0.1 $2.1M +424% 122k 17.51
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Thermo Fisher Scientific Stock (TMO) 0.1 $2.1M +37% 3.7k 576.44
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Chipotle Mexican Grill Stock (CMG) 0.1 $2.1M +599% 1.2k 1708.29
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Altria Group Stock (MO) 0.1 $2.1M +16% 47k 44.62
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Energy Select Sector Spdr Etf (XLE) 0.1 $2.1M +25% 25k 82.94
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Ishares Dj Select Dividend Etf (DVY) 0.1 $2.1M 18k 117.18
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Conocophillips Stock (COP) 0.1 $2.1M +32% 21k 99.21
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Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX) 0.1 $2.1M +2% 43k 48.37
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Charles Schwab Corp Stock (SCHW) 0.1 $2.1M +119% 39k 52.38
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Intl Business Machines Stock (IBM) 0.1 $2.0M -5% 16k 131.09
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Energy Transfer Equity L P Com Unit Ltd Partnership Stock (ET) 0.1 $2.0M +44% 163k 12.47
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Pioneer Natural Resources Stock (PXD) 0.1 $2.0M +12% 9.7k 204.24
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Blackrock Stock (BLK) 0.1 $2.0M +12% 2.9k 669.23
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Schwab Fundamental Us Large Co. Index Etf Etf (FNDX) 0.1 $1.9M 35k 54.92
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Royal Dutch Shell Plc- Adr (SHEL) 0.1 $1.9M +8% 44k 43.87
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Vanguard Ftse All-world Ex-us Etf (VEU) 0.1 $1.9M 36k 53.47
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Equinix Reit (EQIX) 0.1 $1.9M +5% 2.6k 721.04
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Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $1.9M 29k 63.89
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Ishares Aggregate Bond Etf Etf (AGG) 0.1 $1.9M 19k 99.64
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Kimberly-clark Corp Stock (KMB) 0.1 $1.8M +15% 14k 134.22
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General Electric Stock (GE) 0.1 $1.8M +13% 19k 95.60
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Laboratory Corp Of America Stock (LH) 0.1 $1.8M +10% 7.9k 229.41
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Cbs Corp Cl B Stock (PARA) 0.1 $1.8M -7% 81k 22.31
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Dominion Resources Stock (D) 0.1 $1.8M +15% 32k 55.91
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Medtronic Stock (MDT) 0.1 $1.8M +50% 22k 80.62
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Spdr S&p 600 Small Cap Etf Etf (SLY) 0.1 $1.7M -4% 21k 84.03
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Ishares Tr S&p 1500 Index Etf (ITOT) 0.1 $1.7M 19k 90.55
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Leggett & Platt Stock (LEG) 0.1 $1.7M 54k 31.88
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Vanguard Total International Stock Etf Etf (VXUS) 0.1 $1.7M 31k 55.21
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Ishares Tr High Divid Equity Etf (HDV) 0.1 $1.7M 161k 10.49
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Vertex Pharmaceuticals In Stock (VRTX) 0.1 $1.7M +14% 5.3k 315.07
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Dimensional Us Marketwide Value Etf Etf (DFUV) 0.1 $1.7M -3% 50k 33.48
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First Financial Bancorp Inc Ohio Stock (FFBC) 0.1 $1.7M NEW 77k 21.77
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Texas Instrs Stock (TXN) 0.1 $1.6M +52% 8.8k 186.02
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Inspire Med Sys Stock (INSP) 0.1 $1.6M 6.9k 234.07
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Automatic Data Processing Stock (ADP) 0.1 $1.6M +9% 7.1k 222.62
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Lowes Cos Stock (LOW) 0.1 $1.6M +19% 7.9k 199.97
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Vanguard Total World Stock Etf Etf (VT) 0.1 $1.6M -71% 17k 92.09
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Consumer Discretionary Sel Sector Spdr Etf (XLY) 0.1 $1.6M +45% 10k 149.54
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Vanguard Information Technology Etf (VGT) 0.1 $1.6M +77% 4.0k 385.50
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Diageo Adr (DEO) 0.1 $1.5M 34k 44.53
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Lam Research Corp Stock (LRCX) 0.1 $1.5M +6% 2.8k 530.03
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Ishares Tr Russell Midcap Index Etf (IWR) 0.1 $1.5M 21k 69.92
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General Dynamics Corp Stock (GD) 0.1 $1.5M 6.5k 228.20
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Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.1 $1.5M -5% 11k 139.03
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Adobe Sys Stock (ADBE) 0.1 $1.5M +23% 3.8k 385.35
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Kraft Heinz Stock (KHC) 0.1 $1.5M +11% 38k 38.67
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Vanguard Growth Etf Etf (VUG) 0.1 $1.4M +191% 18k 80.36
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Cincinnati Finl Corp Stock (CINF) 0.1 $1.4M -33% 13k 112.08
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Shopify Inc Cl A Stock (SHOP) 0.1 $1.4M +5% 30k 47.94
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Advanced Micro Devices Stock (AMD) 0.1 $1.4M +58% 15k 98.01
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Ares Management Corporation Cl A Com Stk Stock (ARES) 0.1 $1.4M 17k 83.44
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Schlumberger Ltd Com Stk Stock (SLB) 0.1 $1.4M 29k 49.10
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Ishares Credit Bond Etf Etf (USIG) 0.1 $1.4M 28k 50.66
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Nextera Energy Stock (NEE) 0.1 $1.4M +17% 18k 77.08
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Vanguard Small Cap Value Etf Etf (VBR) 0.1 $1.4M +2% 16k 88.66
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Waste Management Stock (WM) 0.1 $1.4M +4% 8.6k 163.16
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Accenture Plc Class A Stock (ACN) 0.1 $1.4M +19% 4.8k 285.83
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Linde Stock 0.1 $1.4M NEW 3.9k 355.44
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S&p Global Stock (SPGI) 0.1 $1.4M -15% 4.0k 344.80
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Unilever Adr (UL) 0.1 $1.4M -11% 27k 51.93
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Invesco Treasury Collateral Etf Etf (CLTL) 0.1 $1.4M 13k 105.53
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Novo-nordisk A/s Adr Adr Cmn Adr (NVO) 0.1 $1.4M +60% 8.6k 159.14
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Morgan Stanley Stock (MS) 0.1 $1.4M +17% 16k 87.80
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Eaton Corp Stock (ETN) 0.1 $1.4M +16% 7.9k 171.34
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Cigna Corp Stock (CI) 0.1 $1.3M -31% 5.3k 255.54
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Csx Corp Stock (CSX) 0.1 $1.3M +20% 45k 29.94
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Bk Of America Corp 7.25 Cnv P Convertible Preferred (BAC.PL) 0.1 $1.3M 93k 14.20
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Taiwan Semiconductor Manufacturing Adr (TSM) 0.1 $1.3M +17% 14k 93.02
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Spdr Gold Etf Etf (GLD) 0.1 $1.3M 7.2k 183.19
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Ishares Russell 2000 Value Etf (IWN) 0.1 $1.3M -5% 9.6k 137.02
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Ishares Russell 2000 Growth Index Etf (IWO) 0.1 $1.2M 5.4k 226.81
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Norfolk Southern Crp Stock (NSC) 0.1 $1.2M +19% 5.7k 212.00
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Schwab Us Large Cap Value Etf Etf (SCHV) 0.1 $1.2M 18k 65.58
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Ishares Msci Eafe Growth Index Etf Etf (EFG) 0.1 $1.2M 12k 93.68
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Devon Energy Corp Stock (DVN) 0.1 $1.2M +54% 23k 50.61
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Yum! Brands Stock (YUM) 0.1 $1.1M +25% 8.5k 132.08
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Phillips 66 Stock (PSX) 0.1 $1.1M 11k 101.38
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First Merchants Corp Stock (FRME) 0.1 $1.1M NEW 34k 32.95
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Terre Haute First Financial Stock (THFF) 0.1 $1.1M -17% 30k 37.48
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Astrazeneca Plc- Spons Adr (AZN) 0.1 $1.1M +16% 16k 69.41
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Tjx Cos Stock (TJX) 0.1 $1.1M -4% 14k 78.36
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Pnc Finl Svcs Group Stock (PNC) 0.1 $1.1M +96% 8.6k 127.10
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Palo Alto Networks Stock (PANW) 0.1 $1.1M +18% 5.4k 199.72
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Northrop Grumman Corp Stock (NOC) 0.1 $1.1M +118% 2.3k 461.64
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Blackstone Group Stock (BX) 0.0 $1.0M +15% 12k 87.84
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Consumer Staples Select Sector Spdr Etf (XLP) 0.0 $1.0M +45% 14k 74.71
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Wisdomtree U.s. Largecap Dividend Fund Etf (DLN) 0.0 $1.0M 17k 61.86
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Industrial Select Sector Spdr Etf (XLI) 0.0 $1.0M +82% 10k 101.18
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Ishares Tr Msci Acwiindex Etf (ACWI) 0.0 $1.0M +5% 11k 91.16
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R1 RCM Stock (RCM) 0.0 $1.0M 68k 15.00
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3M Stock (MMM) 0.0 $1.0M +8% 9.7k 105.11
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Simon Property Group Reit (SPG) 0.0 $1.0M -24% 9.0k 111.97
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Vanguard Small Cap Etf Etf (VB) 0.0 $1.0M -6% 5.3k 189.57
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Spdr High Yield Bond Etf Etf (JNK) 0.0 $1.0M NEW 11k 92.82
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Kellogg Stock (K) 0.0 $1.0M +13% 15k 66.96
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Asml Holding N V N Y Registry Adr (ASML) 0.0 $1.0M +46% 1.5k 680.48
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Intuitive Surgical Stock (ISRG) 0.0 $998k -27% 3.9k 255.46
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Lululemon Athletica Stock (LULU) 0.0 $989k +184% 2.7k 364.22
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Tg Therapeutics Stock (TGTX) 0.0 $982k -5% 65k 15.04
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Emerson Elec Stock (EMR) 0.0 $974k +34% 11k 87.14
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Vanguard Energy Etf (VDE) 0.0 $965k +13% 8.4k 114.23
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Lennar Corp Cl A Stock (LEN) 0.0 $961k +4% 9.1k 105.11
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Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $949k +3% 6.2k 154.02
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Suncor Energy Com Npv Isin Ca8672291066 Sedol 2861142exchanged For One Shar Stock (SU) 0.0 $940k -18% 30k 31.05
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Delta Air Lines Inc Del Cmn Stock (DAL) 0.0 $937k +37% 27k 34.92
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Exp World Hldgs Stock (EXPI) 0.0 $925k +22% 73k 12.69
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Air Prods & Chems Stock (APD) 0.0 $907k +4% 3.2k 287.20
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Midland States Bancorp Stock (MSBI) 0.0 $902k +16% 42k 21.42
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Truist Finl Corp Stock (TFC) 0.0 $897k +20% 26k 34.10
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Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG) 0.0 $896k NEW 19k 48.06
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Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.0 $892k NEW 37k 24.06
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New Mountain Fin Corp Cef (NMFC) 0.0 $892k 73k 12.17
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Marathon Pete Corp Stock (MPC) 0.0 $889k 6.6k 134.84
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Bank New York Mellon Corp Stock (BK) 0.0 $887k +5% 20k 45.44
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Advance Auto Parts Stock (AAP) 0.0 $887k +43% 7.3k 121.61
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Schwab International Equity Etf Etf (SCHF) 0.0 $884k +5% 25k 34.80
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Nxp Semiconductors Nv Stock (NXPI) 0.0 $879k 4.7k 186.47
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Definitive Healthcare Corp Class A Stock (DH) 0.0 $878k -2% 85k 10.33
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Hershey Stock (HSY) 0.0 $875k +8% 3.4k 254.45
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Health Care Select Sector Spdr Etf (XLV) 0.0 $862k +235% 6.7k 129.47
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Mercadolibre Stock (MELI) 0.0 $861k -29% 653.00 1318.06
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Alibaba Group Hldg Adr (BABA) 0.0 $837k +16% 8.2k 102.18
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Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.0 $826k NEW 12k 71.84
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Marsh & Mclennan Cos Stock (MMC) 0.0 $822k +46% 4.9k 166.55
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Dow Stock (DOW) 0.0 $822k +3% 15k 54.82
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Dimensional International Value Etf Etf (DFIV) 0.0 $817k -5% 25k 32.23
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Colgate Palmolive Stock (CL) 0.0 $813k +16% 11k 75.15
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Hubspot Stock (HUBS) 0.0 $811k +28% 1.9k 428.75
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Applied Matls Stock (AMAT) 0.0 $810k +39% 6.6k 122.83
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Columbia Em Core Ex-china Etf Etf (XCEM) 0.0 $808k -6% 30k 27.05
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American Intl Group Stock (AIG) 0.0 $807k +9% 16k 50.36
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Huntington Bancshares Stock (HBAN) 0.0 $800k 71k 11.20
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Intuit Stock (INTU) 0.0 $798k +9% 1.8k 445.82
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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