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Ishs Top 20 U S Stks Etf shares owned by Valeo Financial Advisors

Quarter-by-quarter ownership of Ishs Top 20 U S Stks Etf (TOPT) shares owned by Valeo Financial Advisors from 13F filings

Historical chart of Valeo Financial Advisors investment in Ishs Top 20 U S Stks Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishs Top 20 U S Stks Etf held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishs Top 20 U S Stks Etf by Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $209k 6.8k 30.46

More positions owned by Valeo Financial Advisors

Spdr S&p 500 Etf Etf (SPY)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Ishares S&p 500 Index Etf (IVV)
Apple Stock (AAPL)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Nvidia Corp Stock (NVDA)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Eli Lilly & Co Stock (LLY)
Microsoft Stock (MSFT)
Prologis Share Beneficial Int Reit (PLD)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Fidelity Total Bond Etf Etf (FBND)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)

View all positions for Valeo Financial Advisors

Top funds holding Ishs Top 20 U S Stks Etf

LPL Financial
BlackRock
Goodman Advisory Group
Touchstone Capital
Envestnet Asset Management
HighTower Advisors
Susquehanna International
Goldman Sachs Group
Cetera Investment Advisers
Citadel Advisors
Kestra Investment Management
Horizon Investments
Clear Creek Financial Management
Founders Financial Securities
Commonwealth Equity Services

View all funds holding Ishs Top 20 U S Stks Etf