Valeo Financial Advisors, LLC Purchases in Q4 2024

Valeo Financial Advisors, LLC

  • $3.97 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
1.12M
+ 312.63%
$46.07 - $48.17 $51.7M - $54.1M
1.48M $68.3M
AAPL
Apple Inc.

Technology
84.2K
+ 12.88%
$221.69 - $259.02 $18.7M - $21.8M
738K $185M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
720K
+ 322.86%
$44.87 - $46.86 $32.3M - $33.7M
942K $42.3M
LLY
Eli Lilly & CO

Healthcare
47.9K
+ 42.15%
$727.2 - $932.06 $34.9M - $44.7M
162K $125M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
283K
+ 9.9%
$61.68 - $67.87 $17.4M - $19.2M
3.14M $196M
MSFT
Microsoft Corp

Technology
45K
+ 19.95%
$406.35 - $454.46 $18.3M - $20.4M
271K $114M
NVDA
Nvidia Corp

Technology
66
+ 0.01%
$117.0 - $148.88 $7.72K - $9.83K
544K $73M
GOOGL
Alphabet Inc.

Communication Services
2.54K
+ 1.01%
$161.86 - $196.66 $410K - $499K
255K $48.2M
XLY
Select Sector Spdr Consumer Di

ETFs
23K
+ 223.73%
$194.8 - $239.43 $4.48M - $5.5M
33.3K $7.46M
JPM
Jpmorgan Chase & CO

Financial Services
609
+ 0.36%
$205.18 - $250.29 $125K - $152K
172K $41.2M
IVV
Ishares Core S&P 500 ETF

ETFs
4.52K
+ 2.47%
$570.51 - $610.59 $2.58M - $2.76M
187K $110M
AVGO
Broadcom Inc.

Technology
2.39K
+ 4.21%
$159.67 - $250.0 $382K - $598K
59.2K $13.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.31K
+ 8.8%
$521.84 - $558.82 $2.77M - $2.97M
65.7K $35.4M
PLTR
Palantir Technologies Inc.

Technology
9.31K
+ 25.27%
$36.46 - $82.38 $340K - $767K
46.2K $3.49M
IEMG
Ishares Inc

ETFs
37.8K
+ 1.41%
N/A
2.72M $146M
META
Meta Platforms, Inc.

Communication Services
608
+ 0.75%
$554.08 - $632.68 $337K - $385K
81.4K $48M
BA
Boeing CO

Industrials
1.12K
+ 2.05%
$138.14 - $180.72 $155K - $202K
55.7K $9.86M
WMT
Walmart Inc.

Consumer Defensive
1.12K
+ 0.78%
$79.1 - $95.7 $88.6K - $107K
144K $13M
VGIT
Vanguard Intermediate Term Tre

ETFs
78.6K
+ 5.94%
$57.78 - $60.4 $4.54M - $4.75M
1.4M $81.4M
BAC
Bank Of America Corp

Financial Services
2.8K
+ 1.21%
$39.22 - $47.77 $110K - $134K
233K $10.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
17.9K
+ 25.41%
$71.75 - $75.11 $1.28M - $1.34M
88.1K $6.34M
GM
General Motors CO

Consumer Cyclical
755
+ 0.66%
$44.82 - $60.2 $33.8K - $45.5K
114K $6.09M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
21.6K
+ 14.13%
$49.79 - $51.14 $1.07M - $1.1M
174K $8.74M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
58.9K
+ 487.0%
$26.93 - $84.95 $1.59M - $5M
70.9K $1.94M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
9.6K
New
$89.81 - $104.0 $862K - $998K
9.6K $864K
SHOP
Shopify Inc.

Technology
2.79K
+ 16.13%
$78.14 - $119.49 $218K - $333K
20.1K $2.13M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
37.7K
+ 1.8%
$113.92 - $127.38 $4.3M - $4.81M
2.13M $246M
WFC
Wells Fargo & Company

Financial Services
315
+ 0.65%
$54.98 - $77.35 $17.3K - $24.4K
49.1K $3.45M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.71K
+ 79.21%
$126.68 - $134.74 $596K - $634K
10.6K $1.36M
CSCO
Cisco Systems, Inc.

Technology
322
+ 0.34%
$52.45 - $60.02 $16.9K - $19.3K
95.7K $5.67M
CEG
Constellation Energy Corp

Utilities
2.8K
+ 171.99%
$224.28 - $285.52 $628K - $799K
4.43K $995K
GABC
German American Bancorp, Inc.

Financial Services
13.3K
+ 64.42%
$37.49 - $46.57 $498K - $618K
33.9K $1.37M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
329
+ 8.53%
$260.53 - $404.79 $85.7K - $133K
4.19K $1.6M
AES
Aes Corp

Utilities
41.8K
New
$12.44 - $20.24 $520K - $846K
41.8K $537K
MSTR
Microstrategy Inc

Technology
1.54K
+ 349.32%
$162.69 - $473.83 $250K - $728K
1.98K $572K
GLD
Spdr Gold Trust

ETFs
2.06K
+ 29.63%
$236.59 - $257.5 $488K - $531K
9.02K $2.18M
ECL
Ecolab Inc.

Basic Materials
2.26K
+ 127.02%
$234.32 - $261.43 $530K - $591K
4.04K $946K
BMY
Bristol Myers Squibb CO

Healthcare
4.19K
+ 8.42%
$51.92 - $59.94 $217K - $251K
53.9K $3.05M
UBER
Uber Technologies, Inc

Technology
13.9K
+ 54.11%
$59.93 - $86.34 $831K - $1.2M
39.5K $2.38M
CMRX
Chimerix Inc

Healthcare
64.4K
+ 78.79%
$0.83 - $3.48 $53.5K - $224K
146K $508K
MRVL
Marvell Technology, Inc.

Technology
120
+ 1.12%
$70.31 - $124.78 $8.44K - $15K
10.9K $1.2M
AXP
American Express CO

Financial Services
59
+ 0.37%
$267.35 - $305.57 $15.8K - $18K
15.8K $4.69M
VB
Vanguard Small Cap ETF

ETFs
1.53K
+ 11.77%
$233.76 - $261.58 $358K - $400K
14.5K $3.49M
HII
Huntington Ingalls Industries, Inc.

Industrials
2.15K
New
$184.96 - $264.65 $398K - $570K
2.15K $406K
NOW
Service Now, Inc.

Technology
65
+ 3.24%
$867.18 - $1148.42 $56.4K - $74.6K
2.07K $2.19M
XLK
Technology Sector Spdr

ETFs
933
+ 3.76%
$220.26 - $241.44 $206K - $225K
25.7K $5.98M
VT
Vanguard Total World Stk Index

ETFs
3.92K
+ 10.44%
$117.09 - $123.07 $459K - $482K
41.5K $4.87M
SCHW
Schwab Charles Corp

Financial Services
303
+ 0.79%
$63.31 - $82.85 $19.2K - $25.1K
38.6K $2.85M
MS
Morgan Stanley

Financial Services
70
+ 0.42%
$104.42 - $134.99 $7.31K - $9.45K
16.7K $2.1M
Activity Summary
Buys All Purchases 358 New Holdings 53 Increased Positions 305 Sells All Sells 273 Reductions 273 Sold out 0 Options Calls 26 Puts 23
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