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
COIN
Coinbase Global, Inc.

Technology
1.71K
+ 75.99%
$172.23 - $301.3 $294K - $515K
3.96K $681K
TRV
Travelers Companies, Inc.

Financial Services
6
+ 0.12%
$232.43 - $265.13 $1.39K - $1.59K
5.07K $1.34M
MBIN
Merchants Bancorp

Financial Services
8
+ 0.0%
$34.75 - $43.49 $278 - $348
225K $8.34M
TPL
Texas Pacific Land Corp

Energy
2
+ 0.38%
$1180.08 - $1431.01 $2.36K - $2.86K
532 $704K
DFIV
Dimensional ETF Tr

ETFs
312
+ 1.15%
$35.33 - $40.77 $11K - $12.7K
27.3K $1.08M
WFC
Wells Fargo & Company

Financial Services
553
+ 1.13%
$66.78 - $81.42 $36.9K - $45K
49.6K $3.56M
WELL
Welltower Inc.

Real Estate
58
+ 1.6%
$124.05 - $156.86 $7.19K - $9.1K
3.68K $563K
TJX
Tjx Companies Inc

Consumer Cyclical
683
+ 3.27%
$112.81 - $126.16 $77K - $86.2K
21.6K $2.63M
VDE
Vanguard Energy ETF

ETFs
161
+ 1.68%
$119.14 - $132.76 $19.2K - $21.4K
9.72K $1.26M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
11.1K
New
$8.92 - $11.7 $98.9K - $130K
11.1K $100K
ING
Ing Groep Nv

Financial Services
2.47K
+ 21.56%
$15.51 - $20.74 $38.3K - $51.2K
13.9K $272K
ED
Consolidated Edison Inc

Utilities
302
+ 11.1%
$88.0 - $110.59 $26.6K - $33.4K
3.02K $334K
XLU
Utilities Sector Spdr

ETFs
946
+ 19.2%
$74.7 - $80.27 $70.7K - $75.9K
5.87K $463K
IREN
Iris Energy LTD

Financial Services
15K
New
$6.07 - $13.18 $91.1K - $198K
15K $91K
CEG
Constellation Energy Corp

Utilities
961
+ 21.7%
$201.63 - $347.44 $194K - $334K
5.39K $1.09M
TRGP
Targa Resources Corp.

Energy
282
+ 18.46%
$178.44 - $217.22 $50.3K - $61.3K
1.81K $362K
CLSK
Cleanspark, Inc.

Technology
13.3K
New
$6.72 - $12.03 $89.6K - $160K
13.3K $89K
RELX
Relx PLC

Communication Services
1.08K
+ 15.47%
$45.34 - $51.91 $49.1K - $56.2K
8.09K $407K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
2.16K
+ 14.24%
$9.49 - $14.83 $20.5K - $32K
17.3K $235K
LYG
Lloyds Banking Group PLC

Financial Services
7.85K
+ 16.01%
$2.58 - $3.9 $20.2K - $30.6K
56.9K $217K
NUE
Nucor Corp

Basic Materials
593
+ 18.98%
$114.48 - $142.52 $67.9K - $84.5K
3.72K $447K
SNY
Sanofi

Healthcare
786
+ 14.3%
$48.15 - $59.42 $37.8K - $46.7K
6.28K $348K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.78K
+ 22.34%
$33.84 - $37.77 $60.1K - $67K
9.72K $353K
HWM
Howmet Aerospace Inc.

Industrials
184
+ 6.61%
$110.79 - $139.39 $20.4K - $25.6K
2.97K $385K
BCS
Barclays PLC

Financial Services
2.72K
+ 14.72%
$12.69 - $16.25 $34.6K - $44.3K
21.2K $326K
VNQ
Vanguard Specialized Funds Van

ETFs
848
+ 27.44%
$85.55 - $94.34 $72.5K - $80K
3.94K $356K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
4.14K
+ 25.94%
$14.13 - $16.72 $58.5K - $69.2K
20.1K $310K
DVN
Devon Energy Corp

Energy
305
+ 2.1%
$33.15 - $38.55 $10.1K - $11.8K
14.8K $553K
CL
Colgate Palmolive CO

Consumer Defensive
474
+ 4.07%
$85.68 - $97.5 $40.6K - $46.2K
12.1K $1.13M
SPG
Simon Property Group Inc

Real Estate
758
+ 9.18%
$159.48 - $187.78 $121K - $142K
9.01K $1.5M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.03K
+ 25.58%
$96.93 - $109.51 $99.5K - $112K
5.04K $493K
FAST
Fastenal CO

Industrials
153
+ 1.48%
$71.11 - $79.98 $10.9K - $12.2K
10.5K $813K
HCA
Hca Healthcare, Inc.

Healthcare
76
+ 8.11%
$296.7 - $345.55 $22.5K - $26.3K
1.01K $350K
KKR
Kkr & Co. Inc.

Financial Services
2.01K
+ 39.57%
$108.17 - $167.07 $217K - $335K
7.08K $818K
NSC
Norfolk Southern Corp

Industrials
227
+ 3.18%
$227.69 - $259.76 $51.7K - $59K
7.36K $1.74M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
420
+ 3.94%
$126.11 - $135.06 $53K - $56.7K
11.1K $1.43M
NIO
Nio Inc.

Consumer Cyclical
19.5K
+ 163.87%
$3.75 - $5.22 $73.3K - $102K
31.5K $119K
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
6.33K
+ 13.27%
$7.63 - $8.31 $48.3K - $52.6K
54K $434K
MFG
Mizuho Financial Group Inc

Financial Services
8.25K
+ 23.63%
$4.83 - $6.04 $39.9K - $49.8K
43.2K $237K
WPC
W. P. Carey Inc.

Real Estate
320
+ 5.93%
$53.5 - $65.05 $17.1K - $20.8K
5.72K $360K
WRB
Berkley W R Corp

Financial Services
61
+ 1.29%
$56.7 - $71.27 $3.46K - $4.35K
4.78K $340K
WMB
Williams Companies, Inc.

Energy
432
+ 6.73%
$54.02 - $61.09 $23.3K - $26.4K
6.85K $409K
UBS
Ubs Group Ag

Financial Services
1.89K
+ 14.48%
$30.28 - $35.78 $57.3K - $67.7K
14.9K $457K
EXC
Exelon Corp

Utilities
127
+ 1.96%
$37.3 - $46.08 $4.74K - $5.85K
6.62K $305K
SPGI
S&P Global Inc.

Financial Services
29
+ 0.65%
$478.26 - $543.77 $13.9K - $15.8K
4.47K $2.27M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.84K
+ 6.81%
$120.24 - $134.3 $341K - $381K
44.5K $5.43M
PH
Parker Hannifin Corp

Industrials
169
+ 10.25%
$591.65 - $707.05 $100K - $119K
1.82K $1.11M
GRAB
Grab Holdings LTD

Technology
12.7K
New
$4.12 - $5.34 $52.1K - $67.6K
12.7K $57K
JCI
Johnson Controls International PLC

Industrials
601
+ 8.53%
$76.12 - $90.6 $45.7K - $54.5K
7.65K $612K
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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