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
BFB
Brown Forman Corp Cl B
823
+ 11.24%
N/A
8.14K $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
383
+ 2.53%
N/A
15.5K $0
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
483
+ 2.4%
$12.23 - $15.46 $5.91K - $7.47K
20.6K $310K
Magnera Corp Com Shs
10K
New
N/A
10K $0
Linde PLC Shs
214
+ 5.16%
N/A
4.37K $0
Fidelity Enhanced Large Cap Value ETF
6.52K
New
N/A
6.52K $0
Cava Group Inc Com
687K
New
N/A
687K $0
Fleetcor Technologies, Inc.
1.27K
New
N/A
1.27K $0
Celestica Inc Com
848
+ 24.13%
N/A
4.36K $0
Canadian Pac Railwayltd
22
+ 0.65%
N/A
3.43K $0
Brookfield Asset Mgmt Inc Com Voting
21
+ 0.51%
N/A
4.15K $0
Ge Healthcare Technologies Inc Common Stock
2.77K
+ 36.41%
N/A
10.4K $0
Global X Defense Tech ETF
3.84K
New
N/A
3.84K $0
Forge Global Holdings Inc Com Shs
38.3K
New
N/A
38.3K $0
Siriusxm Holdings Inc Common Stock
10.4K
New
N/A
10.4K $0
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1
+ 0.04%
$100.04 - $100.54 $100 - $101
2.58K $259K
Smurfit Westrock PLC Shs
648K
+ 6199.65%
N/A
659K $0
Ishares Bitcoin Trust ETF
22.4K
+ 54.95%
N/A
63.3K $0
Gsk PLC Sponsored Adr
388
+ 3.08%
N/A
13K $0
LCID
Lucid Group, Inc.

Consumer Cyclical
1.06K
+ 9.7%
$2.1 - $2.96 $2.22K - $3.12K
11.9K $25K
ALC
Alcon Inc

Healthcare
193
+ 7.16%
$82.88 - $98.3 $16K - $19K
2.89K $254K
HRTX
Heron Therapeutics, Inc.

Healthcare
127
+ 0.7%
$1.72 - $2.42 $218 - $307
18.3K $37K
TLRY
Tilray Brands, Inc.

Healthcare
100
+ 0.56%
$0.36 - $0.65 $36 - $65
18K $7K
GOOD
Gladstone Commercial Corp

Real Estate
152
+ 1.3%
$13.16 - $15.07 $2K - $2.29K
11.9K $169K
AEE
Ameren Corp

Utilities
54
+ 2.03%
$94.23 - $101.68 $5.09K - $5.49K
2.71K $260K
MO
Altria Group, Inc.

Consumer Defensive
890
+ 2.13%
$55.56 - $60.91 $49.4K - $54.2K
42.7K $2.5M
MSI
Motorola Solutions, Inc.

Technology
20
+ 2.17%
$394.72 - $440.39 $7.89K - $8.81K
943 $396K
PAYX
Paychex Inc

Industrials
166
+ 4.46%
$137.01 - $159.78 $22.7K - $26.5K
3.89K $565K
IYR
Ishares Tr

ETFs
2
+ 0.03%
$84.48 - $96.25 $169 - $193
5.86K $551K
BDX
Becton Dickinson & CO

Healthcare
354
+ 27.42%
$165.15 - $226.42 $58.5K - $80.2K
1.65K $283K
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
525
+ 0.97%
$7.06 - $8.1 $3.71K - $4.25K
54.5K $421K
MPLX
Mplx LP

Energy
19
+ 0.24%
$46.68 - $53.89 $887 - $1.02K
7.93K $408K
SNA
Snap On Inc

Industrials
8
+ 1.11%
$292.36 - $342.2 $2.34K - $2.74K
729 $226K
OTIS
Otis Worldwide Corp

Industrials
33
+ 0.73%
$90.88 - $104.3 $3K - $3.44K
4.58K $453K
CHDN
Churchill Downs Inc

Consumer Cyclical
29
+ 1.18%
$87.99 - $111.79 $2.55K - $3.24K
2.49K $251K
FELE
Franklin Electric CO Inc

Industrials
81
+ 1.15%
$84.21 - $95.87 $6.82K - $7.77K
7.15K $641K
HES
Hess Corp

Energy
67
+ 4.12%
$126.32 - $161.29 $8.46K - $10.8K
1.69K $234K
FANG
Diamondback Energy, Inc.

Energy
183
+ 7.92%
$119.25 - $161.49 $21.8K - $29.6K
2.49K $342K
CL
Colgate Palmolive CO

Consumer Defensive
57
+ 0.47%
$87.57 - $96.0 $4.99K - $5.47K
12.2K $1.11M
DUK
Duke Energy Corp

Utilities
322
+ 1.86%
$112.46 - $124.05 $36.2K - $39.9K
17.6K $2.08M
WCN
Waste Connections, Inc.

Industrials
17
+ 0.43%
$183.26 - $199.95 $3.12K - $3.4K
4.01K $748K
AJG
Arthur J. Gallagher & Co.

Financial Services
28
+ 1.8%
$310.86 - $348.77 $8.7K - $9.77K
1.58K $507K
UPS
United Parcel Service Inc

Industrials
1.86K
+ 7.66%
$91.92 - $110.2 $171K - $205K
26.1K $2.63M
OXY
Occidental Petroleum Corp

Energy
1.36K
+ 10.73%
$36.11 - $49.33 $49K - $67K
14K $588K
SNY
Sanofi

Healthcare
116
+ 1.85%
$47.62 - $55.44 $5.52K - $6.43K
6.4K $309K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
38
+ 0.15%
$38.81 - $44.28 $1.47K - $1.68K
25K $1.06M
GPN
Global Payments Inc

Industrials
161
+ 5.1%
$67.47 - $99.6 $10.9K - $16K
3.32K $265K
VHT
Vanguard Health Care ETF

ETFs
2
+ 0.05%
$236.71 - $261.92 $473 - $524
3.78K $937K
FTV
Fortive Corp

Technology
199
+ 5.13%
$52.13 - $74.29 $10.4K - $14.8K
4.08K $212K
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
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