Valeo Financial Advisors
Latest statistics and disclosures from Valeo Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, IJR, VCSH, AAPL, RSP, and represent 37.85% of Valeo Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$35M), GOOGL (+$19M), RSP (+$15M), IJR (+$14M), AAPL (+$13M), AMZN (+$11M), IVV (+$6.9M), IWM (+$6.3M), FNA (+$5.4M), MSFT (+$5.0M).
- Started 88 new stock positions in VHT, CNI, AMPE, MTZ, WFC.PL, IQV, ABEV, Goldman Sachs Bloomberg Clean Energy Equity Etf, RYLD, FCX.
- Reduced shares in these 10 stocks: VWO (-$7.0M), Novus Capital Corporation Ii, VCSH, IWF, CNVY, DFAT, IXC, DG, CVX, FFBC.
- Sold out of its positions in AINV, Appollo Global Mgmt Inc Cl A, ASMB, Biopharmx Corp, CVNA, CLW, CLF, CFX, DDOG, Del Taco Restaurants.
- Valeo Financial Advisors was a net buyer of stock by $236M.
- Valeo Financial Advisors has $2.0B in assets under management (AUM), dropping by 6.45%.
- 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 March 2022 quarterly 13F filing
Valeo Financial Advisors has 585 total positions. Only the first 250 positions are shown.
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- Download the Valeo Financial Advisors March 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Etf (SPY) | 16.8 | $331M | +11% | 787k | 420.19 | |
| Ishares S&p Smallcap 600 Etf Etf (IJR) | 6.5 | $128M | +12% | 1.2M | 105.22 | |
| Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) | 5.6 | $111M | 1.8M | 62.77 | ||
| Apple Stock (AAPL) | 4.7 | $92M | +16% | 570k | 161.17 | |
| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 4.2 | $84M | +21% | 551k | 151.62 | |
| Ishares S&p 500 Index Etf (IVV) | 3.2 | $62M | +12% | 137k | 453.72 | |
| Microsoft Stock (MSFT) | 2.5 | $49M | +11% | 190k | 258.79 | |
| Amazon.com Stock (AMZN) | 2.1 | $41M | +37% | 13k | 3259.95 | |
| Google Stock (GOOGL) | 1.9 | $38M | +99% | 14k | 2781.45 | |
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 1.9 | $38M | 188k | 201.83 | ||
| Vanguard Short-term Government Bond Etf Etf (VGSH) | 1.7 | $34M | +10% | 567k | 59.26 | |
| Ishares Msci Eafe Etf Etf (EFA) | 1.5 | $29M | +11% | 391k | 73.61 | |
| Vanguard Total Stock Market Index Fund Etf (VTI) | 1.4 | $28M | +7% | 121k | 227.67 | |
| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 1.3 | $26M | -20% | 570k | 46.13 | |
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| Ishares Russell 2000 Etf Etf (IWM) | 1.1 | $21M | +43% | 122k | 171.07 | |
| Lilly Eli & Co Stock (LLY) | 1.0 | $21M | +14% | 72k | 286.37 | |
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 1.0 | $19M | +2% | 47k | 400.49 | |
| Vanguard Total International Stock Etf Etf (VXUS) | 0.9 | $17M | +3% | 284k | 59.74 | |
| Jpmorgan Chase & Co Stock (JPM) | 0.8 | $17M | +13% | 147k | 113.12 | |
| Tesla Motors Stock (TSLA) | 0.8 | $16M | +23% | 15k | 1077.56 | |
| Johnson & Johnson Stock (JNJ) | 0.7 | $14M | +6% | 108k | 131.03 | |
| Vanguard S&p 500 Etf Etf (VOO) | 0.7 | $14M | -6% | 33k | 415.16 | |
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.7 | $13M | +18% | 276k | 48.03 | |
| Visa Stock (V) | 0.6 | $13M | +23% | 56k | 221.78 | |
| Procter And Gamble Stock (PG) | 0.6 | $12M | +3% | 80k | 152.81 | |
| Disney Walt Stock (DIS) | 0.6 | $11M | +25% | 119k | 93.83 | |
| Ishares Core Msci Eafe Etf (IEFA) | 0.6 | $11M | +6% | 167k | 66.22 | |
| Pfizer Stock (PFE) | 0.5 | $11M | +6% | 209k | 51.77 | |
| Meta Platforms Inc Cl A Stock (FB) | 0.5 | $9.4M | +6% | 81k | 115.16 | |
| Ishares Russell 1000 Value Etf Etf (IWD) | 0.5 | $9.2M | 56k | 165.98 | ||
| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.5 | $9.1M | -12% | 31k | 294.41 | |
| Nvidia Corp Stock (NVDA) | 0.4 | $8.8M | +57% | 32k | 273.15 | |
| Pepsico Stock (PEP) | 0.4 | $8.5M | +7% | 78k | 108.93 | |
| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.4 | $8.3M | +8% | 183k | 45.15 | |
| Boeing Stock (BA) | 0.4 | $7.9M | +6% | 71k | 112.01 | |
| Abbvie Stock (ABBV) | 0.4 | $7.6M | 81k | 92.92 | ||
| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.4 | $7.4M | 14.00 | 528928.57 | ||
| Merchants Bancorp Ind Stock (MBIN) | 0.4 | $7.1M | +73% | 260k | 27.38 | |
| Exxon Mobil Corp Stock (XOM) | 0.4 | $7.1M | -6% | 86k | 82.59 | |
| Oracle Corporation Stock (ORCL) | 0.3 | $6.8M | 83k | 82.73 | ||
| Walmart Stock (WMT) | 0.3 | $6.8M | +17% | 46k | 148.92 | |
| Lockheed Martin Corp Stock (LMT) | 0.3 | $6.7M | +16% | 15k | 441.43 | |
| Coca Cola Stock (KO) | 0.3 | $6.7M | +8% | 137k | 48.95 | |
| Chevron Corp Stock (CVX) | 0.3 | $6.6M | -12% | 40k | 162.84 | |
| Bk Of America Corp Stock (BAC) | 0.3 | $6.5M | +12% | 158k | 41.22 | |
| Home Depot Stock (HD) | 0.3 | $6.4M | +16% | 21k | 299.34 | |
| Mastercard Stock (MA) | 0.3 | $6.3M | +3% | 18k | 357.35 | |
| Raytheon Technologies Corp Stock (RTX) | 0.3 | $6.2M | +6% | 90k | 68.89 | |
| Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) | 0.3 | $6.1M | 146k | 42.08 | ||
| Vanguard Value Etf Etf (VTV) | 0.3 | $6.1M | +78% | 60k | 102.72 | |
| Salesforce Stock (CRM) | 0.3 | $6.0M | +4% | 75k | 80.89 | |
| Ishares Tr Russell 1000 Index Etf Etf (IWB) | 0.3 | $5.9M | +9% | 24k | 250.05 | |
| Cvs Health Corp Stock (CVS) | 0.3 | $5.8M | -6% | 58k | 101.21 | |
| Caterpillar Stock (CAT) | 0.3 | $5.8M | +98% | 26k | 222.84 | |
| Intel Corp Stock (INTC) | 0.3 | $5.5M | +11% | 120k | 46.12 | |
| Paragon 28 Stock (FNA) | 0.3 | $5.4M | NEW | 323k | 16.74 | |
| Merck & Co Stock (MRK) | 0.3 | $5.4M | +10% | 85k | 63.88 | |
| Kimball Electronics Stock (KE) | 0.3 | $5.2M | 263k | 19.99 | ||
| United Parcel Service Stock (UPS) | 0.3 | $5.1M | +5% | 24k | 214.45 | |
| Powershares Qqq Tr Etf (QQQ) | 0.3 | $5.0M | +218% | 37k | 136.25 | |
| Unitedhealth Group Stock (UNH) | 0.3 | $5.0M | +28% | 9.7k | 509.98 | |
| Mcdonalds Corp Stock (MCD) | 0.2 | $4.9M | +4% | 20k | 247.32 | |
| Verizon Communications Stock (VZ) | 0.2 | $4.9M | 96k | 50.94 | ||
| Vanguard Tax-exempt Bond Etf Etf (VTEB) | 0.2 | $4.7M | -6% | 90k | 51.55 | |
| Qualcomm Stock (QCOM) | 0.2 | $4.6M | +31% | 58k | 80.38 | |
| Paypal Hldgs Stock (PYPL) | 0.2 | $4.5M | +18% | 62k | 72.86 | |
| Simon Property Group Reit (SPG) | 0.2 | $4.4M | +287% | 41k | 107.45 | |
| Cisco Sys Stock (CSCO) | 0.2 | $4.3M | +11% | 77k | 55.76 | |
| Technology Select Sector Spdr Etf (XLK) | 0.2 | $4.3M | +17% | 27k | 158.91 | |
| At&t Stock (T) | 0.2 | $4.2M | +5% | 179k | 23.63 | |
| Costco Wholesale Corp Stock (COST) | 0.2 | $4.0M | +25% | 6.9k | 575.84 | |
| Target Corp Stock (TGT) | 0.2 | $4.0M | +20% | 19k | 212.21 | |
| Amgen Stock (AMGN) | 0.2 | $3.9M | +3% | 38k | 100.94 | |
| Starbucks Corp Stock (SBUX) | 0.2 | $3.9M | +2% | 73k | 53.07 | |
| Fedex Corp Stock (FDX) | 0.2 | $3.9M | +5% | 17k | 231.39 | |
| Old Natl Bancorp Ind Stock (ONB) | 0.2 | $3.6M | +114% | 221k | 16.38 | |
| Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) | 0.2 | $3.6M | -2% | 62k | 58.18 | |
| Philip Morris Intl Stock (PM) | 0.2 | $3.5M | +4% | 38k | 93.93 | |
| Vanguard Intermediate-term Government Bond Etf Etf (VGIT) | 0.2 | $3.5M | +47% | 56k | 62.91 | |
| Zimmer Hldgs Stock (ZBH) | 0.2 | $3.4M | +13% | 27k | 127.91 | |
| Ishares Core S&p Mid Cap Etf Etf (IJH) | 0.2 | $3.3M | +4% | 12k | 268.32 | |
| Hillenbrand Incorporated Stock (HI) | 0.2 | $3.2M | +4% | 73k | 44.17 | |
| Constellation Brands Inc Cl A Stock (STZ) | 0.2 | $3.2M | +4% | 14k | 230.29 | |
| Citigroup Stock (C) | 0.2 | $3.1M | +27% | 59k | 53.40 | |
| Deere & Co Stock (DE) | 0.2 | $3.1M | +15% | 7.6k | 415.48 | |
| Financial Select Sector Spdr Etf (XLF) | 0.2 | $3.1M | +12% | 81k | 38.32 | |
| Barnes Group Stock (B) | 0.2 | $3.1M | NEW | 76k | 40.18 | |
| Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX) | 0.2 | $3.0M | +95% | 55k | 53.85 | |
| Honeywell Intl Stock (HON) | 0.1 | $2.9M | +3% | 15k | 194.57 | |
| Union Pac Corp Stock (UNP) | 0.1 | $2.8M | +13% | 10k | 273.17 | |
| Abbott Labs Stock (ABT) | 0.1 | $2.8M | +15% | 24k | 118.36 | |
| Vanguard Ftse All-world Ex-us Etf (VEU) | 0.1 | $2.8M | 48k | 57.59 | ||
| First Financial Bancorp Inc Ohio Stock (FFBC) | 0.1 | $2.7M | -25% | 118k | 23.05 | |
| Bristol-myers Squibb Stock (BMY) | 0.1 | $2.7M | +11% | 56k | 48.43 | |
| Wells Fargo Stock (WFC) | 0.1 | $2.7M | 55k | 48.46 | ||
| Medtronic Stock (MDT) | 0.1 | $2.6M | +14% | 23k | 110.94 | |
| Comcast Corp New Cl A Stock (CMCSA) | 0.1 | $2.5M | +3% | 88k | 28.90 | |
| Airbnb Inc Com Cl A Stock (ABNB) | 0.1 | $2.5M | +114% | 15k | 172.26 | |
| Cincinnati Finl Corp Stock (CINF) | 0.1 | $2.5M | 18k | 135.96 | ||
| Stryker Corp Stock (SYK) | 0.1 | $2.5M | +11% | 9.2k | 267.35 | |
| Danaher Corp Stock (DHR) | 0.1 | $2.4M | +5% | 8.2k | 293.38 | |
| American Express Stock (AXP) | 0.1 | $2.4M | +3% | 13k | 186.97 | |
| Blackrock Stock (BLK) | 0.1 | $2.4M | +43% | 3.1k | 764.21 | |
| Inspire Med Sys Stock (INSP) | 0.1 | $2.3M | +12% | 9.1k | 256.65 | |
| Altria Group Stock (MO) | 0.1 | $2.3M | +22% | 44k | 52.26 | |
| Ishares S&p 500 Growth Etf Etf (IVW) | 0.1 | $2.3M | +3% | 30k | 76.38 | |
| Anthem Stock (ANTM) | 0.1 | $2.3M | 4.6k | 491.32 | ||
| Intl Business Machines Stock (IBM) | 0.1 | $2.2M | +25% | 17k | 130.02 | |
| Laboratory Corp Of America Stock (LH) | 0.1 | $2.2M | +2% | 8.4k | 263.60 | |
| Cbs Corp Cl B Stock (PARA) | 0.1 | $2.2M | +23% | 58k | 37.78 | |
| Enterprise Prods Partners Stock (EPD) | 0.1 | $2.2M | 85k | 25.81 | ||
| Duke Energy Corp Stock (DUK) | 0.1 | $2.2M | -2% | 19k | 111.66 | |
| Cummins Stock (CMI) | 0.1 | $2.1M | +9% | 10k | 205.07 | |
| Duke Realty Corp Reit (DRE) | 0.1 | $2.1M | 36k | 58.05 | ||
| Dominion Resources Stock (D) | 0.1 | $2.1M | +73% | 25k | 84.99 | |
| Ishares Dj Select Dividend Etf (DVY) | 0.1 | $2.1M | -2% | 16k | 128.12 | |
| Consumer Discretionary Sel Sector Spdr Etf (XLY) | 0.1 | $2.1M | +29% | 11k | 185.01 | |
| Energy Select Sector Spdr Etf (XLE) | 0.1 | $2.0M | +13% | 26k | 76.45 | |
| Dow Stock (DOW) | 0.1 | $2.0M | +5% | 31k | 63.70 | |
| Ishares S&p 500 Value Etf Etf (IVE) | 0.1 | $2.0M | +4% | 13k | 155.72 | |
| Snowflake Inc Cl A Stock (SNOW) | 0.1 | $2.0M | +48% | 8.6k | 229.17 | |
| Republic Bancorp Inc Ky Cl A Stock (RBCAA) | 0.1 | $2.0M | 44k | 44.95 | ||
| Charles Schwab Corp Stock (SCHW) | 0.1 | $1.9M | 23k | 84.32 | ||
| Vanguard Growth Etf Etf (VUG) | 0.1 | $1.8M | +367% | 19k | 98.08 | |
| Nike Inc Class B Stock (NKE) | 0.1 | $1.8M | -4% | 14k | 134.55 | |
| Consumer Staples Select Sector Spdr Etf (XLP) | 0.1 | $1.8M | +2% | 24k | 75.88 | |
| Netflix Stock (NFLX) | 0.1 | $1.8M | +40% | 4.8k | 374.51 | |
| BP Adr (BP) | 0.1 | $1.8M | -17% | 60k | 29.40 | |
| Goldman Sachs Group Stock (GS) | 0.1 | $1.7M | +10% | 25k | 69.10 | |
| Ishares Russell 2000 Value Etf (IWN) | 0.1 | $1.7M | +168% | 28k | 62.46 | |
| Kimberly-clark Corp Stock (KMB) | 0.1 | $1.7M | +5% | 14k | 123.19 | |
| Norfolk Southern Crp Stock (NSC) | 0.1 | $1.7M | +13% | 6.1k | 285.29 | |
| Vanguard Information Technology Etf (VGT) | 0.1 | $1.7M | +131% | 4.2k | 416.51 | |
| Alibaba Group Hldg Adr (BABA) | 0.1 | $1.7M | +12% | 16k | 108.50 | |
| Schlumberger Ltd Com Stk Stock (SLB) | 0.1 | $1.7M | -9% | 41k | 41.31 | |
| Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX) | 0.1 | $1.7M | -8% | 29k | 58.49 | |
| Thermo Fisher Scientific Stock (TMO) | 0.1 | $1.7M | +37% | 2.8k | 590.55 | |
| Equinix Reit (EQIX) | 0.1 | $1.7M | 2.2k | 741.59 | ||
| General Mls Stock (GIS) | 0.1 | $1.6M | -11% | 24k | 67.72 | |
| Ishares Tr Russell Midcap Index Etf (IWR) | 0.1 | $1.6M | 21k | 78.05 | ||
| Ishares Tr High Divid Equity Etf (HDV) | 0.1 | $1.6M | +11% | 15k | 106.86 | |
| Vanguard Energy Etf (VDE) | 0.1 | $1.6M | 15k | 107.04 | ||
| Terre Haute First Financial Stock (THFF) | 0.1 | $1.6M | 37k | 43.28 | ||
| Ishares Tr S&p 1500 Index Etf (ITOT) | 0.1 | $1.6M | +35% | 16k | 100.92 | |
| Lam Research Corp Stock (LRCX) | 0.1 | $1.6M | +59% | 2.9k | 537.62 | |
| Diageo Adr (DEO) | 0.1 | $1.6M | -2% | 34k | 46.46 | |
| Ishares Core Msci Emerging Mkts Etf (IEMG) | 0.1 | $1.6M | -4% | 28k | 55.56 | |
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.1 | $1.5M | +4% | 25k | 62.77 | |
| Conocophillips Stock (COP) | 0.1 | $1.5M | +9% | 15k | 100.03 | |
| General Electric Stock (GE) | 0.1 | $1.5M | +24% | 17k | 91.48 | |
| Truist Finl Corp Stock (TFC) | 0.1 | $1.5M | +93% | 27k | 56.70 | |
| Taiwan Semiconductor Manufacturing Adr (TSM) | 0.1 | $1.5M | +79% | 14k | 104.26 | |
| General Dynamics Corp Stock (GD) | 0.1 | $1.5M | -2% | 6.2k | 241.19 | |
| Vanguard Dividend Appreciation Index Fund Etf (VIG) | 0.1 | $1.5M | +2% | 9.2k | 162.12 | |
| Broadcom Stock (AVGO) | 0.1 | $1.5M | +40% | 2.3k | 629.58 | |
| Mercadolibre Stock (MELI) | 0.1 | $1.4M | +55% | 1.2k | 1188.61 | |
| Block Inc Cl A Stock (SQ) | 0.1 | $1.4M | +138% | 11k | 135.63 | |
| T Rowe Price Group Stock (TROW) | 0.1 | $1.4M | +550% | 9.4k | 151.16 | |
| Exp World Hldgs Stock (EXPI) | 0.1 | $1.4M | +5% | 67k | 21.17 | |
| First Merchants Corp Stock (FRME) | 0.1 | $1.4M | NEW | 34k | 41.60 | |
| Shell Plc Spon Ads Adr (SHEL) | 0.1 | $1.4M | NEW | 26k | 54.94 | |
| Health Care Select Sector Spdr Etf (XLV) | 0.1 | $1.4M | +97% | 10k | 136.99 | |
| Ishares Russell 2000 Growth Index Etf (IWO) | 0.1 | $1.4M | -3% | 5.1k | 273.10 | |
| Ford Motor Company Stock (F) | 0.1 | $1.4M | 83k | 16.91 | ||
| Industrial Select Sector Spdr Etf (XLI) | 0.1 | $1.4M | +27% | 14k | 103.01 | |
| Energy Transfer Equity L P Com Unit Ltd Partnership Stock (ET) | 0.1 | $1.4M | 123k | 11.19 | ||
| Uber Technologies Stock (UBER) | 0.1 | $1.4M | +5% | 38k | 35.67 | |
| Ares Management Corporation Cl A Com Stk Stock (ARES) | 0.1 | $1.4M | +2% | 17k | 81.23 | |
| Lowes Cos Stock (LOW) | 0.1 | $1.3M | +54% | 6.6k | 202.18 | |
| Adobe Sys Stock (ADBE) | 0.1 | $1.3M | 2.9k | 455.49 | ||
| 3M Stock (MMM) | 0.1 | $1.3M | +15% | 8.6k | 148.86 | |
| Automatic Data Processing Stock (ADP) | 0.1 | $1.3M | +16% | 5.6k | 227.58 | |
| Schwab Us Large Cap Value Etf Etf (SCHV) | 0.1 | $1.3M | +2% | 18k | 71.41 | |
| Delta Air Lines Inc Del Cmn Stock (DAL) | 0.1 | $1.3M | +35% | 32k | 39.56 | |
| Cigna Corp Stock (CI) | 0.1 | $1.3M | +269% | 19k | 67.42 | |
| Shopify Inc Cl A Stock (SHOP) | 0.1 | $1.2M | +57% | 1.8k | 675.90 | |
| Spdr S&p 600 Small Cap Etf Etf (SLY) | 0.1 | $1.2M | +57% | 13k | 93.64 | |
| Waste Management Stock (WM) | 0.1 | $1.2M | +17% | 7.6k | 158.44 | |
| Communication Services Select Sector Spdra Fund Etf (XLC) | 0.1 | $1.2M | +20% | 17k | 68.81 | |
| Csx Corp Stock (CSX) | 0.1 | $1.2M | 32k | 37.53 | ||
| Vanguard Small Cap Etf Etf (VB) | 0.1 | $1.2M | +4% | 5.6k | 212.60 | |
| Ishares Amt-free Muni Bond Etf Etf (MUB) | 0.1 | $1.2M | -10% | 11k | 109.68 | |
| Midland Sts Bancorp Inc Ill Stock (MSBI) | 0.1 | $1.2M | -7% | 40k | 28.85 | |
| Essex Ppty Tr Reit Reit (ESS) | 0.1 | $1.1M | +4% | 3.3k | 345.38 | |
| Yum! Brands Stock (YUM) | 0.1 | $1.1M | +27% | 9.5k | 118.54 | |
| Advanced Micro Devices Stock (AMD) | 0.1 | $1.1M | +97% | 10k | 109.31 | |
| Us Bancorp Del Stock (USB) | 0.1 | $1.1M | +8% | 21k | 53.15 | |
| Marriott Intl Stock (MAR) | 0.1 | $1.1M | NEW | 6.2k | 176.92 | |
| Wisdomtree U.s. Largecap Dividend Fund Etf (DLN) | 0.1 | $1.1M | 17k | 65.70 | ||
| Yum China Hldgs Stock (YUMC) | 0.1 | $1.1M | +18% | 26k | 41.53 | |
| S&p Global Stock (SPGI) | 0.1 | $1.1M | +17% | 2.6k | 410.31 | |
| Blackstone Group Stock (BX) | 0.1 | $1.1M | +4% | 8.5k | 126.97 | |
| Southwest Airls Stock (LUV) | 0.1 | $1.1M | +48% | 24k | 45.81 | |
| Electrocore Stock (ECOR) | 0.1 | $1.1M | -21% | 1.8M | 0.58 | |
| Schwab Etfs- Us Small-cap Etf Etf (SCHA) | 0.1 | $1.1M | +98% | 22k | 47.75 | |
| Coinbase Global Inc Com Cl A Stock (COIN) | 0.1 | $1.1M | NEW | 5.5k | 189.79 | |
| Nextera Energy Stock (NEE) | 0.1 | $1.0M | +12% | 12k | 84.67 | |
| Huntington Bancshares Stock (HBAN) | 0.1 | $1.0M | +2% | 70k | 14.63 | |
| Morgan Stanley Stock (MS) | 0.1 | $1.0M | +44% | 12k | 87.44 | |
| New Mountain Fin Corp Cef (NMFC) | 0.1 | $1.0M | 73k | 13.86 | ||
| Upstart Hldgs Stock (UPST) | 0.1 | $1.0M | +97% | 9.3k | 109.08 | |
| Kraft Heinz Stock (KHC) | 0.1 | $1.0M | +7% | 26k | 39.40 | |
| Vanguard High Dividend Yield Etf (VYM) | 0.1 | $996k | +22% | 8.9k | 112.21 | |
| Kellogg Stock (K) | 0.0 | $970k | -20% | 15k | 64.47 | |
| Ishares Tr Msci Acwiindex Etf (ACWI) | 0.0 | $958k | +25% | 9.6k | 99.74 | |
| Accenture Ltd Bermuda Cl A Stock (ACN) | 0.0 | $953k | +14% | 2.8k | 337.11 | |
| Nio Inc Spon Ads Adr (NIO) | 0.0 | $952k | +242% | 45k | 21.04 | |
| Emerson Elec Stock (EMR) | 0.0 | $940k | +63% | 9.6k | 98.04 | |
| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.0 | $939k | +43% | 12k | 78.91 | |
| Texas Instrs Stock (TXN) | 0.0 | $937k | -9% | 5.1k | 183.40 | |
| Columbia Em Core Ex-china Etf Etf (XCEM) | 0.0 | $932k | -17% | 31k | 30.60 | |
| German American Bancorp Stock (GABC) | 0.0 | $929k | -3% | 24k | 38.01 | |
| Lululemon Athletica Stock (LULU) | 0.0 | $928k | +124% | 2.5k | 365.35 | |
| Discovery Communications Inc New Com Ser C Stock (DISCK) | 0.0 | $923k | +12% | 77k | 12.05 | |
| Ishares Core Msci Total International Stock Etf Etf (IXUS) | 0.0 | $915k | +35% | 14k | 66.56 | |
| Pioneer Natural Resources Stock (PXD) | 0.0 | $911k | +10% | 3.6k | 250.14 | |
| Convey Hldg Parent Stock (CNVY) | 0.0 | $910k | -54% | 139k | 6.54 | |
| Chipotle Mexican Grill Stock (CMG) | 0.0 | $897k | +346% | 567.00 | 1582.01 | |
| Dimensional International Value Etf Etf (DFIV) | 0.0 | $896k | 27k | 33.47 | ||
| American Intl Group Stock (AIG) | 0.0 | $884k | 14k | 62.77 | ||
| Spdr Gold Etf Etf (GLD) | 0.0 | $867k | -46% | 4.8k | 180.59 | |
| Vertex Pharmaceuticals In Stock (VRTX) | 0.0 | $863k | +48% | 3.3k | 261.12 | |
| Vanguard Total World Stock Etf Etf (VT) | 0.0 | $852k | 8.4k | 101.24 | ||
| Dimensional U.s. Small Cap Etf Etf (DFAS) | 0.0 | $840k | NEW | 15k | 56.04 | |
| Apollo Global Mgmt Llc Com Npv Cl A Stock (APO) | 0.0 | $837k | NEW | 14k | 61.99 | |
| Fiverr Intl Ltd Ord Stock (FVRR) | 0.0 | $832k | +14% | 11k | 76.06 | |
| Schwab Us Large Cap Growth Etf Etf (SCHG) | 0.0 | $828k | +100% | 11k | 74.86 | |
| Wells Fargo Co New Perp Pfd Cnv A Convertible Preferred (WFC.PL) | 0.0 | $827k | NEW | 82k | 10.09 | |
| Phillips 66 Stock (PSX) | 0.0 | $817k | +4% | 9.5k | 86.43 | |
| Tjx Cos Stock (TJX) | 0.0 | $798k | +20% | 13k | 60.55 | |
| Canopy Growth Corp Stock (CGC) | 0.0 | $791k | +81% | 104k | 7.58 | |
| Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD) | 0.0 | $787k | +5% | 18k | 43.96 | |
| First Tr Exchange Traded Fd Dow Jones Internet Index Etf (FDN) | 0.0 | $777k | 4.1k | 187.77 | ||
| Bank New York Mellon Corp Stock (BK) | 0.0 | $770k | 16k | 49.62 | ||
| Palo Alto Networks Stock (PANW) | 0.0 | $769k | +35% | 1.2k | 622.17 | |
| Kimball International Inc-cl B Stock (KBAL) | 0.0 | $766k | 91k | 8.45 | ||
| Fifth Third Bancorp Stock (FITB) | 0.0 | $762k | +3% | 41k | 18.60 | |
| Ishares Msci Usa Momentum Factor Etf Etf (MTUM) | 0.0 | $754k | +12% | 4.5k | 168.23 | |
| Western Digital Corp Stock (WDC) | 0.0 | $753k | -8% | 15k | 49.65 | |
| Zoetis Inc Com Cl A Stock (ZTS) | 0.0 | $743k | +51% | 3.9k | 188.58 | |
| Hubspot Stock (HUBS) | 0.0 | $742k | +4% | 1.6k | 474.73 | |
| Ishares Russell Midcap Growth Etf Etf (IWP) | 0.0 | $737k | +7% | 7.3k | 100.53 | |
| Pnc Finl Svcs Group Stock (PNC) | 0.0 | $736k | +35% | 4.0k | 184.46 | |
| Vanguard Mid-cap Growth Index Fund Etf (VOT) | 0.0 | $733k | -10% | 3.3k | 222.66 | |
| Glaxosmithkline Adr (GSK) | 0.0 | $727k | 17k | 43.55 | ||
| Priceline.com Stock (BKNG) | 0.0 | $716k | +13% | 305.00 | 2347.54 | |
| Campbell Soup Stock (CPB) | 0.0 | $711k | +19% | 16k | 44.55 | |
| Reaves Util Income Fd Com Sh Ben Int Cef (UTG) | 0.0 | $709k | 21k | 34.55 | ||
| Proshares Ultra Technology Etf (ROM) | 0.0 | $708k | +100% | 14k | 50.00 | |
| Horizon Bancorp Stock (HBNC) | 0.0 | $706k | NEW | 38k | 18.68 | |
Past Filings by Valeo Financial Advisors
SEC 13F filings are viewable for Valeo Financial Advisors going back to 2017
- 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
- 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