Valeo Financial Advisors, LLC Purchases in Q2 2025

Valeo Financial Advisors, LLC

  • $36.8 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EQIX
Equinix Inc

Real Estate
8.15M
+ 298148.62%
$740.07 - $914.43 $6.03B - $7.46B
8.16M $6.49B
AAPL
Apple Inc.

Technology
25.8M
+ 3360.35%
$172.42 - $223.89 $4.45B - $5.78B
26.6M $5.46B
GBIL
Goldman Sachs Access Treasury

ETFs
41.1M
New
$99.83 - $100.19 $4.1B - $4.11B
41.1M $4.11B
CAT
Caterpillar Inc

Industrials
7.28M
+ 36842.06%
$273.94 - $388.21 $1.99B - $2.83B
7.3M $2.83B
SPGI
S&P Global Inc.

Financial Services
3.16M
+ 70734.14%
$438.31 - $527.29 $1.39B - $1.67B
3.17M $1.67B
HD
Home Depot, Inc.

Consumer Cyclical
4.51M
+ 16746.9%
$335.24 - $380.78 $1.51B - $1.72B
4.54M $1.66B
TSLA
Tesla, Inc.

Consumer Cyclical
3.77M
+ 6173.59%
$221.86 - $362.89 $837M - $1.37B
3.84M $1.22B
CI
Cigna Corp

Healthcare
3.47M
+ 86071.14%
$301.89 - $340.04 $1.05B - $1.18B
3.48M $1.15B
TRV
Travelers Companies, Inc.

Financial Services
3.61M
+ 71265.94%
$233.83 - $276.34 $845M - $998M
3.62M $968M
FDX
Fedex Corp

Industrials
3.73M
+ 28080.95%
$198.07 - $245.17 $739M - $915M
3.74M $851M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.62M
+ 48212.88%
$212.1 - $244.27 $556M - $641M
2.63M $575M
R
Ryder System Inc

Industrials
2.86M
+ 51455.25%
$130.14 - $160.88 $373M - $461M
2.87M $456M
WM
Waste Management Inc

Industrials
1.72M
+ 15782.44%
$216.47 - $242.1 $372M - $416M
1.73M $396M
AVGO
Broadcom Inc.

Technology
1.32M
+ 2170.95%
$146.29 - $275.65 $193M - $363M
1.38M $380M
COST
Costco Wholesale Corp

Consumer Defensive
310K
+ 2369.54%
$908.13 - $1056.85 $282M - $328M
323K $320M
PG
Procter & Gamble CO

Consumer Defensive
1.67M
+ 1875.47%
$157.66 - $172.39 $264M - $289M
1.76M $281M
LPX
Louisiana Pacific Corp

Industrials
2.58M
+ 33243.47%
$81.16 - $95.48 $209M - $246M
2.59M $223M
BWXT
Bwx Technologies, Inc.

Industrials
1.51M
+ 33572.04%
$89.24 - $144.06 $135M - $218M
1.52M $219M
MELI
Mercadolibre Inc

Consumer Cyclical
65.4K
+ 17665.14%
$1794.73 - $2613.63 $117M - $171M
65.7K $172M
PSX
Phillips 66

Energy
1.43M
+ 9530.93%
$92.87 - $125.73 $133M - $180M
1.45M $173M
AZN
Astrazeneca PLC

Healthcare
2.31M
+ 14797.3%
$64.87 - $75.0 $150M - $173M
2.32M $162M
MSFT
Microsoft Corp

Technology
228K
+ 83.33%
$354.56 - $497.45 $80.9M - $114M
502K $250M
SCHW
Schwab Charles Corp

Financial Services
1.47M
+ 3810.95%
$69.06 - $91.24 $102M - $134M
1.51M $138M
JCI
Johnson Controls International PLC

Industrials
1.27M
+ 16575.69%
$71.14 - $105.62 $90.2M - $134M
1.28M $135M
COP
Conocophillips

Energy
1.48M
+ 6156.15%
$82.66 - $106.1 $123M - $157M
1.51M $135M
BA
Boeing CO

Industrials
503K
+ 938.43%
$136.59 - $217.51 $68.7M - $109M
557K $117M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.38M
+ 3316.01%
$57.41 - $74.81 $79.3M - $103M
1.42M $106M
PNR
Pentair PLC

Industrials
1M
New
$76.17 - $103.58 $76.4M - $104M
1M $103M
GOOG
Alphabet Inc.

Communication Services
541K
+ 274.45%
$146.58 - $180.01 $79.4M - $97.5M
739K $131M
AMZN
Amazon Com Inc

Consumer Cyclical
396K
+ 117.05%
$167.32 - $223.3 $66.3M - $88.5M
735K $161M
EBAY
Ebay Inc

Consumer Cyclical
1.28M
+ 19822.55%
$59.52 - $79.36 $76.5M - $102M
1.29M $96.1M
CSX
Csx Corp

Industrials
2.71M
+ 6482.59%
$26.69 - $32.91 $72.3M - $89.2M
2.75M $89.8M
UNH
Unitedhealth Group Inc

Healthcare
239K
+ 1726.15%
$274.35 - $599.47 $65.7M - $144M
253K $79M
NVDA
Nvidia Corp

Technology
271K
+ 49.28%
$94.31 - $157.99 $25.6M - $42.9M
822K $130M
AMT
American Tower Corp

Real Estate
266K
+ 2866.14%
$203.96 - $228.19 $54.3M - $60.8M
276K $60.9M
VZ
Verizon Communications Inc

Communication Services
1.14M
+ 1025.18%
$41.67 - $45.62 $47.3M - $51.8M
1.25M $53.9M
NVT
N Vent Electric PLC

Industrials
661K
New
$45.2 - $73.35 $29.9M - $48.5M
661K $48.4M
FISV
Fiserv Inc

Technology
344K
+ 5099.29%
N/A
351K $43.9M
DD
Du Pont De Nemours, Inc.

Basic Materials
618K
+ 9614.76%
$55.13 - $75.25 $34.1M - $46.5M
625K $42.8M
CTVA
Corteva, Inc.

Basic Materials
558K
+ 4168.68%
$55.52 - $74.53 $31M - $41.6M
571K $42.6M
TWLO
Twilio Inc

Communication Services
299K
New
$81.34 - $124.36 $24.3M - $37.2M
299K $37.2M
RACE
Ferrari N.V.

Consumer Cyclical
73.6K
+ 6927.0%
$397.86 - $499.02 $29.3M - $36.7M
74.7K $36.7M
EXPE
Expedia Group, Inc.

Consumer Cyclical
153K
New
$136.63 - $176.62 $20.9M - $27.1M
153K $25.8M
PSA
Public Storage

Real Estate
88.1K
+ 6708.0%
$266.31 - $309.77 $23.5M - $27.3M
89.4K $26.2M
SNOW
Snowflake Inc.

Technology
107K
+ 923.94%
$130.53 - $223.77 $14M - $24M
119K $26.6M
MSTR
Microstrategy Inc

Technology
60.4K
+ 1604.39%
$237.95 - $421.61 $14.4M - $25.4M
64.1K $25.9M
SOFI
So Fi Technologies, Inc.

Financial Services
1.3M
+ 3861.74%
$9.5 - $18.21 $12.4M - $23.7M
1.34M $24.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
158K
+ 4.55%
$51.16 - $62.02 $8.09M - $9.8M
3.63M $225M
IVV
Ishares Core S&P 500 ETF

ETFs
16.7K
+ 8.07%
$498.8 - $620.9 $8.31M - $10.3M
223K $138M
Activity Summary
Buys All Purchases 513 New Holdings 114 Increased Positions 399 Sells All Sells 203 Reductions 203 Sold out 0 Options Calls 27 Puts 5
Track This Portfolio

Track Valeo Financial Advisors, LLC Portfolio

Follow Valeo Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valeo Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valeo Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email