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
WPM
Wheaton Precious Metals Corp.

Basic Materials
4.42K
New
$52.04 - $64.22 $230K - $284K
4.42K $270K
SZC
Cushing Next Gen Infrastructure Income Fund

Financial Services
7.04K
New
N/A
7.04K $269K
PDI
Pimco Dynamic Income Fund

Financial Services
12.1K
+ 93.34%
$18.7 - $20.25 $225K - $244K
25K $505K
FICO
Fair Isaac Corp

Technology
132
New
$1496.51 - $1947.38 $198K - $257K
132 $256K
MAS
Masco Corp

Industrials
3.01K
New
$64.7 - $83.94 $195K - $253K
3.01K $252K
AMT
American Tower Corp

Real Estate
315
+ 6.86%
$192.27 - $242.73 $60.6K - $76.5K
4.91K $1.14M
CBRE
Cbre Group, Inc.

Real Estate
1.96K
New
$85.97 - $124.48 $169K - $244K
1.96K $244K
LOVE
Lovesac CO

Consumer Cyclical
8.43K
New
$20.93 - $30.14 $176K - $254K
8.43K $241K
KKR
Kkr & Co. Inc.

Financial Services
1.05K
+ 25.79%
$104.51 - $133.23 $109K - $139K
5.1K $665K
TGTX
Tg Therapeutics, Inc.

Healthcare
10.2K
New
$17.21 - $25.28 $176K - $258K
10.2K $239K
CCI
Crown Castle International Corp

Real Estate
1.14K
+ 23.17%
$95.29 - $120.24 $108K - $137K
6.05K $717K
IXN
Ishares Global Information Tec

ETFs
2.8K
New
$73.0 - $87.81 $204K - $246K
2.8K $231K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.92K
+ 18.92%
$77.02 - $85.06 $148K - $164K
12.1K $1.02M
HRB
H&R Block Inc

Consumer Cyclical
3.63K
New
$52.99 - $66.6 $193K - $242K
3.63K $230K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
540
+ 9.18%
$460.0 - $505.78 $248K - $273K
6.43K $2.99M
ENB
Enbridge Inc

Energy
5.67K
New
$35.27 - $41.18 $200K - $234K
5.67K $230K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.85K
New
$54.98 - $59.51 $212K - $229K
3.85K $229K
SWK
Stanley Black & Decker, Inc.

Industrials
2.08K
New
$77.75 - $110.17 $162K - $229K
2.08K $229K
EXC
Exelon Corp

Utilities
5.67K
New
$34.24 - $40.55 $194K - $230K
5.67K $229K
PGR
Progressive Corp

Financial Services
212
+ 5.65%
$209.46 - $259.24 $44.4K - $55K
3.97K $1.01M
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.61K
+ 37.35%
$46.9 - $51.96 $169K - $188K
13.3K $684K
TRGP
Targa Resources Corp.

Energy
1.53K
New
$127.86 - $156.46 $196K - $239K
1.53K $226K
PFE
Pfizer Inc

Healthcare
581
+ 0.27%
$27.7 - $31.39 $16.1K - $18.2K
218K $6.3M
CARR
Carrier Global Corp

Industrials
179
+ 1.48%
$61.9 - $80.88 $11.1K - $14.5K
12.2K $985K
IAC
Iac/Inter Active Corp

Communication Services
4.17K
New
$45.12 - $54.7 $188K - $228K
4.17K $224K
TD
Toronto Dominion Bank

Financial Services
3.51K
New
$54.54 - $64.56 $192K - $227K
3.51K $222K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
7.9K
New
$25.21 - $28.46 $199K - $225K
7.9K $222K
UI
Ubiquiti Inc.

Technology
1K
New
$147.13 - $221.72 $147K - $222K
1K $221K
ZBRA
Zebra Technologies Corp

Technology
595
New
$306.21 - $371.02 $182K - $221K
595 $220K
GILD
Gilead Sciences, Inc.

Healthcare
1.07K
+ 12.63%
$66.59 - $83.99 $71.3K - $89.9K
9.54K $799K
MPLX
Mplx LP

Energy
4.89K
New
$40.44 - $45.07 $198K - $220K
4.89K $217K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
4.83K
New
$29.24 - $45.37 $141K - $219K
4.83K $217K
BAX
Baxter International Inc

Healthcare
5.74K
New
$32.85 - $40.26 $188K - $231K
5.74K $217K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.4K
New
$128.47 - $280.94 $179K - $392K
1.4K $216K
OMC
Omnicom Group Inc.

Communication Services
2.08K
New
$87.69 - $103.9 $182K - $216K
2.08K $215K
AON
Aon PLC

Financial Services
340
+ 18.27%
$293.16 - $351.06 $99.7K - $119K
2.2K $761K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.8K
New
$98.71 - $117.61 $178K - $212K
1.8K $211K
ROP
Roper Technologies Inc

Industrials
379
New
$515.25 - $576.55 $195K - $219K
379 $210K
PKG
Packaging Corp Of America

Consumer Cyclical
968
New
$176.32 - $215.7 $171K - $209K
968 $208K
XLRE
Select Sector Spdr Tr Real Est

ETFs
4.66K
New
$38.04 - $45.36 $177K - $211K
4.66K $208K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
4.5K
New
$42.04 - $47.22 $189K - $212K
4.5K $207K
ICE
Intercontinental Exchange, Inc.

Financial Services
355
+ 5.61%
$136.93 - $162.81 $48.6K - $57.8K
6.68K $1.07M
IBB
Ishares Biotechnology ETF

ETFs
1.42K
New
$135.09 - $149.47 $191K - $212K
1.42K $206K
NGG
National Grid PLC

Utilities
2.94K
New
$57.14 - $70.48 $168K - $207K
2.94K $205K
TRV
Travelers Companies, Inc.

Financial Services
241
+ 5.03%
$201.87 - $242.35 $48.7K - $58.4K
5.03K $1.18M
IEP
Icahn Enterprises L.P.

Industrials
15K
New
$10.02 - $17.78 $150K - $267K
15K $203K
XLY
Select Sector Spdr Consumer Di

ETFs
94
+ 0.92%
$170.05 - $200.86 $16K - $18.9K
10.3K $2.06M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
3.3K
New
$55.06 - $62.25 $182K - $205K
3.3K $202K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
3.04K
New
$58.35 - $66.29 $177K - $201K
3.04K $201K
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
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