Valeo Financial Advisors, LLC Purchases in Q1 2025

Valeo Financial Advisors, LLC

  • $4.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLF
Financial Sector Spdr

ETFs
7.89K
+ 9.99%
$47.32 - $52.19 $373K - $412K
86.8K $4.32M
DE
Deere & CO

Industrials
216
+ 2.69%
$408.57 - $509.27 $88.3K - $110K
8.24K $3.87M
PLTR
Palantir Technologies Inc.

Technology
157
+ 0.34%
$64.98 - $124.62 $10.2K - $19.6K
46.3K $3.91M
VTI
Vanguard Total Stock Market Et

ETFs
3.22K
+ 10.14%
$271.18 - $303.12 $874K - $977K
35K $9.62M
META
Meta Platforms, Inc.

Communication Services
2.61K
+ 3.2%
$576.36 - $736.67 $1.5M - $1.92M
84K $48.4M
BSX
Boston Scientific Corp

Healthcare
1.64K
+ 8.23%
$89.38 - $106.18 $147K - $175K
21.6K $2.18M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.57K
+ 40.05%
$80.53 - $147.57 $126K - $231K
5.48K $725K
EQT
Eqt Corp

Energy
5.93K
+ 67.88%
$46.16 - $54.25 $274K - $322K
14.7K $783K
KMI
Kinder Morgan, Inc.

Energy
12.2K
+ 45.3%
$26.1 - $31.22 $319K - $382K
39.2K $1.12M
TTWO
Take Two Interactive Software Inc

Communication Services
1.15K
+ 19.05%
$178.61 - $217.95 $205K - $250K
7.18K $1.49M
NFLX
Netflix Inc

Communication Services
52
+ 0.69%
$828.4 - $1058.6 $43.1K - $55K
7.6K $7.08M
NEE
Nextera Energy Inc

Utilities
5.22K
+ 18.49%
$66.96 - $76.16 $350K - $398K
33.5K $2.37M
VOE
Vanguard Mid Cap Value Index F

ETFs
2.15K
New
$156.61 - $168.02 $337K - $361K
2.15K $345K
F
Ford Motor CO

Consumer Cyclical
32.4K
+ 33.06%
$9.12 - $10.43 $296K - $338K
131K $1.31M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.97K
+ 51.3%
$168.16 - $186.21 $332K - $367K
5.82K $993K
SHEL
Shell PLC

Energy
585
+ 2.43%
$62.84 - $73.29 $36.8K - $42.9K
24.6K $1.81M
EPD
Enterprise Products Partners L.P.

Energy
1.21K
+ 1.31%
$31.75 - $34.14 $38.3K - $41.2K
93.5K $3.19M
NVS
Novartis Ag

Healthcare
1.76K
+ 25.94%
$97.14 - $115.57 $170K - $203K
8.52K $949K
GILD
Gilead Sciences, Inc.

Healthcare
883
+ 9.21%
$89.14 - $117.41 $78.7K - $104K
10.5K $1.17M
CTVA
Corteva, Inc.

Basic Materials
3.54K
+ 35.89%
$55.94 - $66.15 $198K - $234K
13.4K $842K
STT
State Street Corp

Financial Services
3.14K
New
$84.47 - $102.23 $265K - $321K
3.14K $280K
BAX
Baxter International Inc

Healthcare
8.13K
New
$29.26 - $36.57 $238K - $297K
8.13K $278K
FISV
Fiserv Inc

Technology
2.2K
+ 48.5%
N/A
6.75K $844K
WY
Weyerhaeuser CO

Real Estate
9.31K
New
$27.29 - $31.39 $254K - $292K
9.31K $272K
GD
General Dynamics Corp

Industrials
769
+ 12.41%
$241.94 - $272.58 $186K - $210K
6.97K $1.9M
AZO
Autozone Inc

Consumer Cyclical
69
New
$3193.96 - $3828.11 $220K - $264K
69 $263K
VTV
Vanguard Value ETF

ETFs
744
+ 1.93%
$167.73 - $179.21 $125K - $133K
39.2K $6.78M
SO
Southern CO

Utilities
1.08K
+ 6.54%
$80.96 - $92.96 $87.7K - $101K
17.6K $1.62M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.09K
New
$62.72 - $71.92 $257K - $294K
4.09K $257K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.37K
+ 2.53%
$58.01 - $64.46 $79.4K - $88.2K
55.5K $3.45M
CTAS
Cintas Corp

Industrials
220
+ 2.39%
$182.09 - $208.14 $40.1K - $45.8K
9.43K $1.94M
IDA
Idacorp Inc

Utilities
2.18K
New
$105.58 - $119.04 $230K - $259K
2.18K $253K
BMY
Bristol Myers Squibb CO

Healthcare
193
+ 0.36%
$53.9 - $63.11 $10.4K - $12.2K
54.1K $3.3M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
4.08K
New
$46.15 - $63.53 $188K - $259K
4.08K $250K
GLDM
World Gold Trust

ETFs
4.03K
New
$52.19 - $61.89 $211K - $250K
4.03K $249K
LNG
Cheniere Energy, Inc.

Energy
912
+ 39.69%
$209.32 - $253.66 $191K - $231K
3.21K $742K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
4.19K
New
$55.47 - $61.45 $232K - $258K
4.19K $247K
MMM
3 M CO

Industrials
501
+ 5.29%
$129.7 - $155.12 $65K - $77.7K
9.98K $1.46M
PANW
Palo Alto Networks Inc

Technology
3.36K
+ 11.41%
$167.82 - $208.28 $563K - $699K
32.8K $5.59M
AME
Ametek Inc

Industrials
1.4K
New
$170.39 - $190.43 $238K - $266K
1.4K $240K
PSX
Phillips 66

Energy
836
+ 5.89%
$113.93 - $131.55 $95.2K - $110K
15K $1.85M
PGR
Progressive Corp

Financial Services
286
+ 7.87%
$235.61 - $291.22 $67.4K - $83.3K
3.92K $1.11M
SJM
J M Smucker CO

Consumer Defensive
2.02K
New
$100.41 - $118.41 $202K - $239K
2.02K $238K
NKE
Nike, Inc.

Consumer Cyclical
8.3K
+ 34.81%
$63.29 - $81.72 $525K - $678K
32.1K $2.04M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
4.27K
New
$47.66 - $57.45 $203K - $245K
4.27K $232K
XLE
Energy Sector Spdr

ETFs
494
+ 2.15%
$85.7 - $93.96 $42.3K - $46.4K
23.5K $2.2M
SYY
Sysco Corp

Consumer Defensive
3.08K
+ 62.03%
$70.0 - $77.13 $215K - $237K
8.04K $603K
YUM
Yum Brands Inc

Consumer Cyclical
72
+ 0.79%
$123.25 - $162.53 $8.87K - $11.7K
9.18K $1.44M
OKTA
Okta, Inc.

Technology
2.1K
New
$78.83 - $116.72 $166K - $246K
2.1K $221K
Activity Summary
Buys All Purchases 419 New Holdings 42 Increased Positions 377 Sells All Sells 212 Reductions 212 Sold out 0 Options Calls 14 Puts 2
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