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
BFB
Brown Forman Corp Cl B
7.32K
New
N/A
7.32K $0
Kenvue Inc Com
197
+ 1.35%
N/A
14.7K $0
Blackrock Inc
42
+ 1.22%
N/A
3.48K $0
Gsk PLC Sponsored Adr
4.22K
+ 50.37%
N/A
12.6K $0
Ftai Aviation LTD Shs
1
+ 0.04%
N/A
2.52K $0
Canadian Pac Railwayltd
176
+ 5.45%
N/A
3.41K $0
Te Connectivity LTD
717
+ 19.23%
N/A
4.45K $0
Fidelity Enhanced Large Cap Core ETF
745
+ 4.55%
N/A
17.1K $0
Alpha Architect 1 3 Month Box ETF
3.12K
New
N/A
3.12K $0
PFGC
Performance Food Group CO

Consumer Defensive
209
+ 6.85%
$74.86 - $90.93 $15.6K - $19K
3.26K $256K
FNDX
Schwab Fundamental U S Large C

ETFs
174
+ 0.2%
$23.03 - $25.01 $4.01K - $4.35K
89.4K $2.11M
TM
Toyota Motor Corp

Consumer Cyclical
327
+ 9.89%
$176.53 - $195.35 $57.7K - $63.9K
3.64K $641K
CHW
Calamos Global Dynamic Income Fund

Financial Services
142
+ 0.73%
$6.39 - $7.05 $907 - $1K
19.5K $124K
LCID
Lucid Group, Inc.

Consumer Cyclical
160
+ 1.49%
$2.03 - $3.48 $325 - $557
10.9K $26K
ONB
Old National Bancorp

Financial Services
353
+ 1.39%
$20.11 - $24.45 $7.1K - $8.63K
25.7K $544K
MCO
Moodys Corp

Financial Services
13
+ 0.73%
$437.8 - $527.48 $5.69K - $6.86K
1.79K $831K
DD
Du Pont De Nemours, Inc.

Basic Materials
24
+ 0.37%
$72.7 - $84.32 $1.74K - $2.02K
6.43K $480K
MAS
Masco Corp

Industrials
14
+ 0.47%
$68.67 - $81.85 $961 - $1.15K
3.02K $209K
FICO
Fair Isaac Corp

Technology
6
+ 4.41%
$1695.35 - $2030.47 $10.2K - $12.2K
142 $261K
PL
Planet Labs Pbc

Industrials
553
+ 2.75%
$3.38 - $6.49 $1.87K - $3.59K
20.6K $69K
EFX
Equifax Inc

Industrials
3
+ 0.24%
$235.63 - $278.34 $707 - $835
1.24K $301K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
1
+ 0.05%
$96.85 - $111.39 $96.9 - $111
2.21K $218K
SNPS
Synopsys Inc

Technology
34
+ 6.34%
$428.58 - $551.54 $14.6K - $18.8K
570 $244K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1.03K
+ 6.83%
$37.84 - $44.02 $39.1K - $45.5K
16.2K $620K
XJR
Ishares Tresg Screened S&P Sma

ETFs
188
+ 2.75%
$36.7 - $42.78 $6.9K - $8.04K
7.03K $264K
NRGV
Energy Vault Holdings, Inc.

Utilities
8.19K
+ 55.77%
$0.7 - $2.53 $5.73K - $20.7K
22.9K $16K
FNDA
Schwab Fundamental U S Small C

ETFs
67
+ 0.78%
$26.87 - $30.99 $1.8K - $2.08K
8.64K $236K
FELE
Franklin Electric CO Inc

Industrials
77
+ 1.1%
$93.38 - $106.03 $7.19K - $8.16K
7.07K $663K
WSM
Williams Sonoma Inc

Consumer Cyclical
116
+ 8.72%
$158.1 - $217.71 $18.3K - $25.3K
1.45K $228K
URI
United Rentals, Inc.

Industrials
54
+ 7.85%
$594.17 - $789.56 $32.1K - $42.6K
742 $465K
IR
Ingersoll Rand Inc.

Industrials
70
+ 2.84%
$79.44 - $94.23 $5.56K - $6.6K
2.54K $202K
KEYS
Keysight Technologies, Inc.

Technology
12
+ 0.58%
$148.16 - $185.11 $1.78K - $2.22K
2.09K $312K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
165
+ 4.83%
$126.86 - $146.45 $20.9K - $24.2K
3.58K $455K
APH
Amphenol Corp

Technology
171
+ 1.99%
$61.62 - $78.55 $10.5K - $13.4K
8.78K $575K
MLM
Martin Marietta Materials Inc

Basic Materials
19
+ 2.21%
$460.39 - $552.64 $8.75K - $10.5K
880 $420K
RJF
Raymond James Financial Inc

Financial Services
39
+ 2.15%
$137.62 - $172.64 $5.37K - $6.73K
1.86K $257K
VOX
Vanguard Communication Service

ETFs
25
+ 0.57%
$147.73 - $169.24 $3.69K - $4.23K
4.38K $649K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
62
+ 2.31%
$166.63 - $185.86 $10.3K - $11.5K
2.75K $458K
CLX
Clorox CO

Consumer Defensive
206
+ 5.55%
$141.76 - $162.89 $29.2K - $33.6K
3.92K $577K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
82
+ 2.09%
$77.33 - $90.16 $6.34K - $7.39K
4K $313K
IGM
Ishares Expanded Tech Sector E

ETFs
2
+ 0.08%
$90.67 - $108.46 $181 - $217
2.59K $235K
GIS
General Mills Inc

Consumer Defensive
1.18K
+ 4.7%
$57.56 - $65.3 $67.8K - $76.9K
26.3K $1.57M
DOW
Dow Inc.

Basic Materials
948
+ 7.74%
$34.36 - $41.92 $32.6K - $39.7K
13.2K $460K
LEG
Leggett & Platt Inc

Consumer Cyclical
122
+ 0.63%
$7.91 - $11.06 $965 - $1.35K
19.4K $153K
DLR
Digital Realty Trust, Inc.

Real Estate
586
+ 16.79%
$142.1 - $183.56 $83.3K - $108K
4.08K $584K
ADI
Analog Devices Inc

Technology
77
+ 1.65%
$201.56 - $243.82 $15.5K - $18.8K
4.74K $954K
PCAR
Paccar Inc

Industrials
84
+ 1.3%
$96.91 - $112.51 $8.14K - $9.45K
6.55K $638K
AMP
Ameriprise Financial Inc

Financial Services
37
+ 3.27%
$472.29 - $575.13 $17.5K - $21.3K
1.17K $565K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
25
+ 1.57%
$186.55 - $250.04 $4.66K - $6.25K
1.61K $325K
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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