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
VT
Vanguard Total World Stk Index

ETFs
2.45K
+ 5.9%
$115.08 - $123.97 $282K - $303K
43.9K $5.09M
CI
Cigna Corp

Healthcare
10
+ 0.25%
$274.49 - $329.0 $2.74K - $3.29K
4.03K $1.33M
PPG
Ppg Industries Inc

Basic Materials
1.96K
New
$107.44 - $124.29 $211K - $244K
1.96K $214K
HRB
H&R Block Inc

Consumer Cyclical
3.87K
New
$49.96 - $55.97 $193K - $217K
3.87K $212K
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.04K
New
$39.18 - $43.52 $198K - $219K
5.04K $211K
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.44K
+ 11.12%
$35.35 - $42.74 $86.1K - $104K
24.3K $1.01M
SPOT
Spotify Technology S.A.

Communication Services
383
New
$457.79 - $648.32 $175K - $248K
383 $210K
RIOT
Riot Blockchain, Inc.

Technology
29.2K
New
$7.12 - $13.54 $208K - $395K
29.2K $207K
IYH
Ishares Tr

ETFs
3.39K
New
$58.32 - $62.76 $198K - $213K
3.39K $206K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
5.5K
New
$33.37 - $38.01 $183K - $209K
5.5K $205K
KMB
Kimberly Clark Corp

Consumer Defensive
425
+ 3.32%
$124.46 - $147.4 $52.9K - $62.6K
13.2K $1.88M
MCK
Mckesson Corp

Healthcare
94
+ 7.06%
$566.21 - $672.99 $53.2K - $63.3K
1.43K $959K
SCCO
Southern Copper Corp

Basic Materials
2.15K
New
$85.92 - $101.48 $185K - $218K
2.15K $200K
BND
Vanguard Bd Index Fd Inc Total

ETFs
775
+ 0.88%
$71.17 - $73.66 $55.2K - $57.1K
88.9K $6.53M
AZN
Astrazeneca PLC

Healthcare
1.01K
+ 6.89%
$65.37 - $77.96 $65.7K - $78.3K
15.6K $1.15M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.58K
+ 15.62%
$75.32 - $84.77 $119K - $134K
11.7K $956K
OSCR
Oscar Health, Inc.

Healthcare
14K
New
$12.83 - $17.3 $180K - $242K
14K $183K
SAP
Sap Se

Technology
444
+ 16.29%
$241.4 - $293.69 $107K - $130K
3.17K $850K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
5.86K
New
$25.2 - $68.74 $148K - $403K
5.86K $173K
UNP
Union Pacific Corp

Industrials
200
+ 1.3%
$225.21 - $254.42 $45K - $50.9K
15.6K $3.67M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
3.14K
+ 14.31%
$45.92 - $47.58 $144K - $150K
25.1K $1.19M
ROK
Rockwell Automation, Inc

Industrials
792
+ 64.39%
$255.29 - $303.75 $202K - $241K
2.02K $522K
RSG
Republic Services, Inc.

Industrials
345
+ 16.74%
$200.09 - $242.16 $69K - $83.5K
2.41K $582K
KLAC
Kla Corp

Technology
170
+ 16.33%
$636.62 - $777.63 $108K - $132K
1.21K $823K
SCHW
Schwab Charles Corp

Financial Services
40
+ 0.1%
$71.24 - $83.64 $2.85K - $3.35K
38.6K $3.02M
DVY
Ishares Tr

ETFs
791
+ 3.99%
$128.58 - $138.1 $102K - $109K
20.6K $2.77M
NOC
Northrop Grumman Corp

Industrials
122
+ 5.04%
$433.45 - $513.82 $52.9K - $62.7K
2.55K $1.3M
RYLD
Global X Fds Russell 2000 Cove

ETFs
12.2K
+ 75.94%
$14.93 - $16.85 $182K - $205K
28.2K $425K
NEM
Newmont Corp

Basic Materials
2.08K
+ 36.43%
$37.79 - $48.39 $78.5K - $101K
7.78K $375K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
6.75K
+ 18.13%
$11.66 - $14.98 $78.6K - $101K
44K $599K
GPC
Genuine Parts CO

Consumer Cyclical
1.32K
+ 65.84%
$115.91 - $129.02 $153K - $171K
3.33K $396K
EFG
Msci Eafe Growth ETF

ETFs
1.25K
+ 11.88%
$96.1 - $106.37 $120K - $133K
11.8K $1.18M
ETR
Entergy Corp

Utilities
94
+ 0.61%
$75.26 - $87.89 $7.07K - $8.26K
15.5K $1.33M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4.08K
+ 12.53%
$36.63 - $37.45 $149K - $153K
36.6K $1.35M
RIO
Rio Tinto PLC

Basic Materials
2.37K
+ 58.57%
$58.19 - $64.29 $138K - $152K
6.4K $384K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.15K
+ 4.88%
$18.36 - $20.51 $57.9K - $64.6K
67.7K $1.34M
AJG
Arthur J. Gallagher & Co.

Financial Services
172
+ 12.43%
$275.89 - $345.24 $47.5K - $59.4K
1.56K $537K
SAN
Banco Santander, S.A.

Financial Services
8.78K
+ 22.21%
$4.46 - $7.14 $39.2K - $62.7K
48.3K $323K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
5.22K
+ 12.28%
$24.6 - $24.99 $128K - $130K
47.7K $1.19M
MPWR
Monolithic Power Systems Inc

Technology
254
+ 47.12%
$565.7 - $720.25 $144K - $183K
793 $459K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
15K
New
$8.17 - $10.63 $123K - $160K
15K $139K
MPLX
Mplx LP

Energy
1.88K
+ 31.12%
$47.88 - $54.65 $89.9K - $103K
7.91K $423K
HSBC
Hsbc Holdings PLC

Financial Services
1.11K
+ 12.68%
$48.68 - $61.58 $53.8K - $68K
9.82K $563K
COF
Capital One Financial Corp

Financial Services
695
+ 12.6%
$163.87 - $209.82 $114K - $146K
6.21K $1.11M
BK
Bank Of New York Mellon Corp

Financial Services
794
+ 8.78%
$75.42 - $88.95 $59.9K - $70.6K
9.84K $824K
ADP
Automatic Data Processing Inc

Industrials
92
+ 1.19%
$286.85 - $318.64 $26.4K - $29.3K
7.82K $2.39M
AON
Aon PLC

Financial Services
101
+ 4.67%
$348.44 - $409.32 $35.2K - $41.3K
2.26K $903K
PDI
Pimco Dynamic Income Fund

Financial Services
4.01K
+ 12.74%
$18.51 - $20.05 $74.3K - $80.5K
35.5K $703K
ABC
Amerisourcebergen Corp

Healthcare
672
+ 45.78%
N/A
2.14K $396K
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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