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
OTIS
Otis Worldwide Corp

Industrials
67
+ 1.49%
$90.77 - $104.01 $6.08K - $6.97K
4.55K $469K
HES
Hess Corp

Energy
66
+ 4.23%
$135.42 - $160.52 $8.94K - $10.6K
1.63K $259K
EBAY
Ebay Inc

Consumer Cyclical
213
+ 3.4%
$61.61 - $70.93 $13.1K - $15.1K
6.48K $438K
DFAE
Dimensional ETF Tr

ETFs
1.42K
+ 6.17%
$24.64 - $26.86 $35K - $38.1K
24.4K $632K
WSO
Watsco Inc

Industrials
24
+ 2.33%
$463.86 - $530.75 $11.1K - $12.7K
1.06K $536K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
899
+ 9.06%
$32.74 - $36.2 $29.4K - $32.5K
10.8K $378K
DASH
Door Dash, Inc.

Communication Services
133
+ 9.37%
$168.37 - $213.38 $22.4K - $28.4K
1.55K $283K
FUBO
Fubo Tv Inc.

Communication Services
15.5K
New
$1.41 - $5.46 $21.9K - $84.6K
15.5K $45K
PPL
Ppl Corp

Utilities
29
+ 0.24%
$31.68 - $36.11 $919 - $1.05K
12.2K $438K
UL
Unilever PLC

Consumer Defensive
50
+ 0.35%
$54.72 - $60.29 $2.74K - $3.01K
14.3K $850K
VHT
Vanguard Health Care ETF

ETFs
2
+ 0.05%
$254.06 - $273.83 $508 - $548
3.77K $998K
EVRG
Evergy, Inc.

Utilities
126
+ 2.94%
$59.9 - $69.52 $7.55K - $8.76K
4.41K $304K
STLD
Steel Dynamics Inc

Basic Materials
414
+ 7.85%
N/A
5.69K $557K
NOK
Nokia Corp

Technology
3.83K
+ 17.7%
$4.43 - $5.42 $16.9K - $20.7K
25.4K $134K
CPRT
Copart Inc

Consumer Cyclical
779
+ 13.71%
$52.3 - $59.83 $40.7K - $46.6K
6.46K $365K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
403
+ 5.22%
$81.83 - $82.73 $33K - $33.3K
8.12K $671K
D
Dominion Energy, Inc

Utilities
62
+ 0.4%
$52.85 - $57.43 $3.28K - $3.56K
15.5K $867K
FTNT
Fortinet, Inc.

Technology
211
+ 2.18%
$92.49 - $114.57 $19.5K - $24.2K
9.91K $953K
CIFR
Cipher Mining Inc.

Financial Services
16K
New
$2.3 - $6.08 $36.8K - $97.3K
16K $36K
AMLX
Amylyx Pharmaceuticals, Inc.

Healthcare
10K
New
$3.0 - $4.15 $30K - $41.5K
10K $35K
BHP
Bhp Group LTD

Basic Materials
763
+ 10.25%
$48.18 - $52.11 $36.8K - $39.8K
8.21K $398K
IHF
Ishares Tr

ETFs
45
+ 0.69%
$47.84 - $53.21 $2.15K - $2.39K
6.54K $345K
GRMN
Garmin LTD

Technology
84
+ 6.06%
$204.55 - $241.93 $17.2K - $20.3K
1.47K $318K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
151
+ 0.48%
$49.67 - $51.43 $7.5K - $7.77K
31.6K $1.61M
FNDC
Schwab Fundamental Intl Small

ETFs
19
+ 0.12%
$33.34 - $37.44 $633 - $711
16K $578K
RF
Regions Financial Corp

Financial Services
2.48K
+ 21.02%
$20.84 - $24.77 $51.6K - $61.4K
14.3K $310K
CHTR
Charter Communications, Inc.

Communication Services
7
+ 0.62%
$334.89 - $384.77 $2.34K - $2.69K
1.13K $417K
CPB
Campbell Soup CO

Consumer Defensive
1.27K
+ 12.19%
$37.29 - $42.04 $47.3K - $53.3K
11.7K $466K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
107
+ 1.42%
$51.39 - $57.43 $5.5K - $6.15K
7.63K $423K
UNM
Unum Group

Financial Services
10
+ 0.28%
$71.8 - $83.34 $718 - $833
3.57K $290K
TTE
Total Energies Se

Energy
433
+ 4.6%
N/A
9.86K $676K
KULR
Kulr Technology Group, Inc.

Technology
22.3K
New
$1.13 - $3.47 $25.2K - $77.3K
22.3K $29K
WDAY
Workday, Inc.

Technology
317
+ 17.04%
$233.53 - $277.82 $74K - $88.1K
2.18K $508K
SRCE
1 St Source Corp

Financial Services
254
+ 2.51%
$54.91 - $67.65 $13.9K - $17.2K
10.4K $620K
HLAL
Listed Fds Tr Wahed Ftse Usa S

ETFs
1.42K
+ 13.38%
$48.33 - $54.35 $68.8K - $77.4K
12.1K $589K
ALC
Alcon Inc

Healthcare
12
+ 0.45%
$82.73 - $96.8 $993 - $1.16K
2.69K $255K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.19K
+ 13.32%
$21.23 - $23.75 $46.6K - $52.1K
18.7K $401K
VDC
Vanguard Consumer Staples ETF

ETFs
65
+ 4.04%
$206.54 - $226.16 $13.4K - $14.7K
1.67K $366K
MCHP
Microchip Technology Inc

Technology
2.3K
+ 24.21%
$48.41 - $64.3 $111K - $148K
11.8K $570K
HMC
Honda Motor CO LTD

Consumer Cyclical
1.36K
+ 18.45%
$26.9 - $30.41 $36.4K - $41.2K
8.7K $236K
IYF
Ishares Tr

ETFs
138
+ 2.94%
$107.69 - $119.37 $14.9K - $16.5K
4.84K $545K
SU
Suncor Energy Inc

Energy
3
+ 0.04%
$34.27 - $40.63 $103 - $122
8.08K $312K
ORCC
Owl Rock Capital Corp

Financial Services
1.83K
+ 2.81%
N/A
66.8K $894K
VOD
Vodafone Group Public LTD CO

Communication Services
1.36K
+ 11.21%
$8.05 - $9.86 $11K - $13.4K
13.5K $126K
HLN
Haleon PLC

Healthcare
722
+ 3.53%
$9.02 - $10.67 $6.51K - $7.7K
21.2K $217K
DKNG
Draft Kings Inc.

Consumer Cyclical
1.65K
+ 20.52%
$33.21 - $53.49 $54.6K - $88K
9.66K $320K
RACE
Ferrari N.V.

Consumer Cyclical
42
+ 4.11%
$413.73 - $508.15 $17.4K - $21.3K
1.06K $454K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
264
+ 2.03%
$25.81 - $28.52 $6.81K - $7.53K
13.3K $366K
HRTX
Heron Therapeutics, Inc.

Healthcare
4.62K
+ 34.13%
$1.47 - $2.55 $6.79K - $11.8K
18.2K $39K
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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