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
PSA
Public Storage

Real Estate
148
+ 17.39%
$283.13 - $365.01 $41.9K - $54K
999 $363K
AMD
Advanced Micro Devices Inc

Technology
483
+ 2.36%
$128.67 - $183.96 $62.1K - $88.9K
21K $3.44M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
762
+ 2.54%
$49.82 - $52.8 $38K - $40.2K
30.8K $1.62M
AXON
Axon Enterprise, Inc.

Industrials
2
+ 0.19%
$286.16 - $399.6 $572 - $799
1.04K $415K
GABC
German American Bancorp, Inc.

Financial Services
1.1K
+ 5.62%
$33.96 - $41.76 $37.3K - $45.8K
20.6K $798K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
403
+ 8.66%
$127.29 - $141.5 $51.3K - $57K
5.06K $705K
VV
Vanguard Large Cap ETF

ETFs
285
+ 12.02%
$236.92 - $263.4 $67.5K - $75.1K
2.66K $699K
XLV
Select Sector Spdr Fund Health

ETFs
344
+ 5.69%
$143.3 - $157.24 $49.3K - $54.1K
6.39K $984K
TTD
Trade Desk, Inc.

Technology
63
+ 0.79%
$83.08 - $110.79 $5.23K - $6.98K
7.99K $875K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
349
+ 6.24%
$117.9 - $128.2 $41.1K - $44.7K
5.94K $761K
SYY
Sysco Corp

Consumer Defensive
860
+ 19.49%
$69.16 - $78.98 $59.5K - $67.9K
5.27K $411K
WELL
Welltower Inc.

Real Estate
94
+ 2.63%
$104.0 - $129.74 $9.78K - $12.2K
3.67K $469K
CL
Colgate Palmolive CO

Consumer Defensive
135
+ 1.14%
$95.54 - $108.77 $12.9K - $14.7K
11.9K $1.24M
SONY
Sony Group Corp

Technology
294
+ 5.28%
$81.61 - $98.65 $24K - $29K
5.87K $566K
SAP
Sap Se

Technology
114
+ 4.69%
$197.21 - $231.0 $22.5K - $26.3K
2.55K $583K
VCR
Vanguard Consumer Discretionar

ETFs
42
+ 1.53%
$291.88 - $341.94 $12.3K - $14.4K
2.8K $951K
PSX
Phillips 66

Energy
1.65K
+ 12.79%
$125.0 - $147.17 $206K - $242K
14.5K $1.91M
MRVL
Marvell Technology, Inc.

Technology
917
+ 9.32%
$56.15 - $76.24 $51.5K - $69.9K
10.8K $775K
ACWI
Ishares Msci Acwi ETF

ETFs
194
+ 2.19%
$107.24 - $119.84 $20.8K - $23.2K
9.04K $1.08M
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 1.04%
$3305.62 - $4268.05 $9.92K - $12.8K
292 $1.23M
WCN
Waste Connections, Inc.

Industrials
406
+ 11.31%
$173.92 - $186.5 $70.6K - $75.7K
4K $714K
JCI
Johnson Controls International PLC

Industrials
18
+ 0.25%
$65.52 - $77.61 $1.18K - $1.4K
7.26K $563K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
74
+ 1.39%
$210.25 - $231.86 $15.6K - $17.2K
5.39K $1.2M
CTVA
Corteva, Inc.

Basic Materials
659
+ 7.38%
$50.72 - $58.78 $33.4K - $38.7K
9.59K $563K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
2.2K
+ 5.46%
$24.38 - $25.2 $53.7K - $55.5K
42.5K $1.07M
NDAQ
Nasdaq, Inc.

Financial Services
104
+ 1.81%
$59.48 - $74.31 $6.19K - $7.73K
5.86K $427K
HBAN
Huntington Bancshares Inc

Financial Services
175
+ 0.34%
$12.84 - $15.15 $2.25K - $2.65K
51.8K $761K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
796
+ 3.76%
$46.18 - $48.92 $36.8K - $38.9K
22K $1.07M
FAST
Fastenal CO

Industrials
75
+ 0.85%
$62.09 - $71.83 $4.66K - $5.39K
8.88K $633K
BHP
Bhp Group LTD

Basic Materials
719
+ 10.7%
$51.32 - $62.11 $36.9K - $44.7K
7.44K $462K
DFAI
Dimensional ETF Tr

ETFs
1.54K
+ 10.79%
$28.69 - $32.06 $44.2K - $49.3K
15.8K $502K
DFUS
Dimensional ETF Tr U S Equity

ETFs
472
+ 3.21%
$56.04 - $62.2 $26.5K - $29.4K
15.2K $944K
PPL
Ppl Corp

Utilities
370
+ 3.09%
$27.36 - $33.08 $10.1K - $12.2K
12.4K $408K
DLR
Digital Realty Trust, Inc.

Real Estate
290
+ 10.09%
$144.47 - $162.98 $41.9K - $47.3K
3.16K $512K
MSTR
Microstrategy Inc

Technology
440
New
$114.3 - $1800.09 $50.3K - $792K
440 $74K
EFV
Msci Eafe Value ETF

ETFs
417
+ 3.77%
$51.72 - $57.96 $21.6K - $24.2K
11.5K $659K
ITB
Ishares Tr

ETFs
115
+ 5.26%
$97.52 - $128.64 $11.2K - $14.8K
2.3K $292K
TSCO
Tractor Supply CO

Consumer Cyclical
149
+ 11.65%
$251.95 - $290.93 $37.5K - $43.3K
1.43K $415K
TDG
Trans Digm Group Inc

Industrials
19
+ 6.88%
$1202.03 - $1427.41 $22.8K - $27.1K
295 $421K
GAB
Gabelli Equity Trust Inc

Financial Services
10.8K
+ 34.73%
$5.15 - $5.6 $55.8K - $60.7K
42K $230K
KMI
Kinder Morgan, Inc.

Energy
329
+ 1.23%
$19.72 - $22.22 $6.49K - $7.31K
27.1K $599K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
550
+ 20.81%
$80.13 - $88.89 $44.1K - $48.9K
3.19K $281K
WRB
Berkley W R Corp

Financial Services
2.15K
+ 83.74%
$51.54 - $79.62 $111K - $171K
4.72K $267K
CMRX
Chimerix Inc

Healthcare
69.5K
+ 566.88%
$0.77 - $1.07 $53.5K - $74.4K
81.8K $76K
EFX
Equifax Inc

Industrials
7
+ 0.57%
$236.42 - $307.13 $1.65K - $2.15K
1.23K $362K
EPI
Wisdomtree Tr India Earnings F

ETFs
761
+ 6.59%
$47.41 - $50.82 $36.1K - $38.7K
12.3K $621K
IWS
Ishares Russell Midcap Value E

ETFs
179
+ 5.05%
$119.52 - $132.25 $21.4K - $23.7K
3.73K $492K
UBS
Ubs Group Ag

Financial Services
810
+ 2.79%
$27.97 - $31.42 $22.7K - $25.5K
29.9K $923K
MSCI
Msci Inc.

Financial Services
8
+ 1.41%
$479.31 - $584.91 $3.83K - $4.68K
576 $335K
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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