Valeo Financial Advisors, LLC Purchases in Q3 2024

Valeo Financial Advisors, LLC

  • $3.81 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
442
+ 40.0%
$1024.09 - $1201.76 $453K - $531K
1.55K $1.63M
GPN
Global Payments Inc

Industrials
4.53K
New
$92.66 - $112.97 $420K - $512K
4.53K $463K
PLTR
Palantir Technologies Inc.

Technology
676
+ 1.87%
$24.09 - $37.95 $16.3K - $25.7K
36.9K $1.37M
C
Citigroup Inc

Financial Services
7.92K
+ 13.55%
$56.11 - $67.61 $444K - $535K
66.4K $4.15M
ADBE
Adobe Inc.

Technology
1.3K
+ 21.37%
$508.13 - $586.55 $662K - $764K
7.4K $3.83M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.13K
+ 4.66%
$71.45 - $75.64 $224K - $237K
70.3K $5.28M
IWF
Ishares Russell 1000 Gr ETF

ETFs
215
+ 0.67%
$332.02 - $382.76 $71.4K - $82.3K
32.4K $12.2M
SHOP
Shopify Inc.

Technology
2.81K
+ 19.42%
$52.26 - $80.75 $147K - $227K
17.3K $1.39M
VST
Vistra Corp.

Utilities
2.71K
+ 95.05%
$69.0 - $119.06 $187K - $323K
5.56K $658K
WMS
Advanced Drainage Systems, Inc.

Industrials
2.63K
New
$140.18 - $178.56 $369K - $470K
2.63K $413K
ISRG
Intuitive Surgical Inc

Healthcare
480
+ 13.19%
$416.14 - $494.01 $200K - $237K
4.12K $2.02M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8.28K
+ 35.56%
$36.98 - $41.55 $306K - $344K
31.6K $1.3M
SPGI
S&P Global Inc.

Financial Services
206
+ 4.95%
$446.32 - $527.38 $91.9K - $109K
4.37K $2.26M
TTWO
Take Two Interactive Software Inc

Communication Services
2.64K
+ 71.19%
$135.67 - $161.71 $358K - $427K
6.35K $975K
UNP
Union Pacific Corp

Industrials
361
+ 2.33%
$221.78 - $256.09 $80.1K - $92.4K
15.8K $3.9M
TMO
Thermo Fisher Scientific Inc.

Healthcare
198
+ 4.77%
$531.86 - $624.21 $105K - $124K
4.35K $2.69M
VCEL
Vericel Corp

Healthcare
9.15K
New
$42.25 - $53.56 $387K - $490K
9.15K $386K
IYF
Ishares Tr

ETFs
3.71K
New
$93.83 - $105.05 $348K - $390K
3.71K $385K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
15K
New
$16.18 - $25.66 $243K - $385K
15K $384K
NFLX
Netflix Inc

Communication Services
182
+ 2.47%
$598.55 - $722.26 $109K - $131K
7.56K $5.36M
ALGN
Align Technology Inc

Healthcare
1.43K
+ 114.66%
$204.03 - $257.2 $292K - $368K
2.68K $681K
EQIX
Equinix Inc

Real Estate
25
+ 0.92%
$749.0 - $890.01 $18.7K - $22.3K
2.74K $2.43M
VO
Vanguard Mid Cap ETF

ETFs
337
+ 2.56%
$237.84 - $263.83 $80.2K - $88.9K
13.5K $3.56M
MMM
3 M CO

Industrials
91
+ 0.91%
$99.69 - $139.42 $9.07K - $12.7K
10.1K $1.38M
LEN
Lennar Corp

Consumer Cyclical
51
+ 0.57%
$142.5 - $192.45 $7.27K - $9.81K
9.04K $1.69M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.08K
+ 3.3%
$64.35 - $75.71 $69.2K - $81.5K
33.7K $2.48M
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
4.51K
New
$69.59 - $79.2 $314K - $357K
4.51K $347K
PANW
Palo Alto Networks Inc

Technology
880
+ 6.27%
$294.18 - $368.01 $259K - $324K
14.9K $5.1M
HUBB
Hubbell Inc

Industrials
796
New
$355.55 - $428.48 $283K - $341K
796 $340K
CTAS
Cintas Corp

Industrials
7.03K
+ 314.08%
$201.38 - $819.83 $1.42M - $5.76M
9.27K $1.91M
PAYC
Paycom Software, Inc.

Technology
2.02K
New
$140.16 - $173.86 $283K - $351K
2.02K $336K
VT
Vanguard Total World Stk Index

ETFs
522
+ 1.41%
$107.72 - $119.96 $56.2K - $62.6K
37.6K $4.5M
MAR
Marriott International Inc

Consumer Cyclical
1.2K
+ 41.51%
$211.35 - $255.11 $253K - $306K
4.08K $1.02M
STNG
Scorpio Tankers Inc.

Energy
4.43K
New
$66.41 - $81.58 $294K - $362K
4.43K $316K
DUK
Duke Energy Corp

Utilities
224
+ 1.17%
$99.35 - $117.71 $22.3K - $26.4K
19.4K $2.24M
MELI
Mercadolibre Inc

Consumer Cyclical
88
+ 26.99%
$1591.44 - $2140.1 $140K - $188K
414 $848K
SHW
Sherwin Williams CO

Basic Materials
232
+ 8.8%
$294.65 - $384.0 $68.4K - $89.1K
2.87K $1.09M
ARES
Ares Management Corp

Financial Services
23
+ 0.17%
$133.73 - $158.05 $3.08K - $3.64K
13.2K $2.06M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.84K
New
$50.52 - $50.95 $295K - $297K
5.84K $296K
PFF
Ishares Trust Ishares Pfd And

ETFs
8.73K
New
$31.18 - $33.5 $272K - $292K
8.73K $290K
ETN
Eaton Corp PLC

Industrials
284
+ 2.59%
$272.52 - $333.02 $77.4K - $94.6K
11.3K $3.73M
BALL
Ball Corp

Consumer Cyclical
3.07K
+ 31.49%
$58.86 - $67.91 $181K - $208K
12.8K $869K
PAA
Plains All American Pipeline LP

Energy
16.3K
New
$17.0 - $19.03 $277K - $310K
16.3K $283K
XJR
Ishares Tresg Screened S&P Sma

ETFs
6.77K
New
$37.45 - $42.19 $253K - $286K
6.77K $282K
BTI
British American Tobacco P.L.C.

Consumer Defensive
5.31K
+ 34.66%
$31.07 - $39.36 $165K - $209K
20.6K $754K
PNC
Pnc Financial Services Group, Inc.

Financial Services
561
+ 9.35%
$156.14 - $187.2 $87.6K - $105K
6.56K $1.21M
MHO
M/I Homes, Inc.

Consumer Cyclical
1.63K
New
$116.02 - $172.21 $189K - $281K
1.63K $279K
ILMN
Illumina, Inc.

Healthcare
2.12K
New
$105.28 - $135.9 $223K - $288K
2.12K $276K
SO
Southern CO

Utilities
847
+ 5.47%
$77.0 - $90.52 $65.2K - $76.7K
16.3K $1.47M
Activity Summary
Buys All Purchases 377 New Holdings 71 Increased Positions 306 Sells All Sells 264 Reductions 264 Sold out 0 Options Calls 9 Puts 3
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