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
DFAS
Dimensional ETF Tr U S Small C

ETFs
820
+ 4.94%
$58.81 - $68.2 $48.2K - $55.9K
17.4K $1.04M
CHDN
Churchill Downs Inc

Consumer Cyclical
104
+ 4.41%
$106.5 - $132.91 $11.1K - $13.8K
2.46K $273K
CARR
Carrier Global Corp

Industrials
254
+ 2.13%
$62.07 - $70.55 $15.8K - $17.9K
12.2K $770K
DFUS
Dimensional ETF Tr U S Equity

ETFs
82
+ 0.54%
$59.61 - $66.71 $4.89K - $5.47K
15.3K $923K
A
Agilent Technologies, Inc.

Healthcare
102
+ 3.05%
$116.69 - $152.6 $11.9K - $15.6K
3.45K $403K
VB
Vanguard Small Cap ETF

ETFs
998
+ 6.87%
$217.89 - $252.64 $217K - $252K
15.5K $3.44M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
27
+ 0.54%
$121.0 - $142.28 $3.27K - $3.84K
5K $622K
HON
Honeywell International Inc

Industrials
1.14K
+ 5.52%
$202.75 - $226.52 $232K - $259K
21.9K $4.63M
IYW
Ishares Dj Us Tech ETF

ETFs
146
+ 3.74%
$140.44 - $166.79 $20.5K - $24.4K
4.05K $568K
HNI
Hni Corp

Industrials
11
+ 0.11%
$43.17 - $51.26 $475 - $564
10.3K $458K
HBAN
Huntington Bancshares Inc

Financial Services
229
+ 0.44%
$14.28 - $17.39 $3.27K - $3.98K
52K $780K
GABC
German American Bancorp, Inc.

Financial Services
914
+ 2.7%
$37.21 - $41.71 $34K - $38.1K
34.8K $1.31M
ILMN
Illumina, Inc.

Healthcare
506
+ 24.86%
$79.34 - $144.22 $40.1K - $73K
2.54K $201K
R
Ryder System Inc

Industrials
6
+ 0.11%
$136.38 - $170.92 $818 - $1.03K
5.56K $800K
BKNG
Booking Holdings Inc.

Consumer Cyclical
7
+ 2.41%
$4295.4 - $5141.88 $30.1K - $36K
297 $1.37M
DH
Definitive Healthcare Corp.

Healthcare
107
+ 0.18%
$2.59 - $5.55 $277 - $594
59.2K $171K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.46K
+ 3.64%
$24.91 - $29.02 $36.3K - $42.3K
41.5K $1.04M
VBR
Vanguard Small Cap Value ETF

ETFs
1.32K
+ 4.85%
$183.02 - $207.75 $241K - $274K
28.5K $5.31M
SOFI
So Fi Technologies, Inc.

Financial Services
3.22K
+ 10.54%
$11.18 - $18.03 $36K - $58K
33.7K $392K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
61
+ 1.64%
$203.38 - $274.79 $12.4K - $16.8K
3.78K $777K
LPX
Louisiana Pacific Corp

Industrials
64
+ 0.83%
$89.37 - $118.15 $5.72K - $7.56K
7.76K $714K
IWP
Ishares Russell Mid Cap Growth

ETFs
407
+ 2.87%
$114.9 - $139.6 $46.8K - $56.8K
14.6K $1.72M
ISRG
Intuitive Surgical Inc

Healthcare
57
+ 1.36%
$476.63 - $610.45 $27.2K - $34.8K
4.25K $2.1M
ITOT
Ishares Core S&P Total U.S. St

ETFs
70
+ 0.48%
$120.29 - $134.6 $8.42K - $9.42K
14.7K $1.79M
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
340
+ 2.27%
$14.59 - $23.31 $4.96K - $7.93K
15.3K $223K
ALK
Alaska Air Group, Inc.

Industrials
256
+ 3.38%
$49.22 - $76.6 $12.6K - $19.6K
7.82K $384K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
971
+ 6.18%
$47.79 - $59.89 $46.4K - $58.2K
16.7K $837K
FITB
Fifth Third Bancorp

Financial Services
24
+ 0.06%
$37.48 - $44.96 $900 - $1.08K
37.3K $1.46M
AMAT
Applied Materials Inc

Technology
210
+ 2.46%
$145.06 - $195.51 $30.5K - $41.1K
8.76K $1.27M
EMR
Emerson Electric CO

Industrials
224
+ 2.12%
$108.64 - $131.17 $24.3K - $29.4K
10.8K $1.18M
LOW
Lowes Companies Inc

Consumer Cyclical
16
+ 0.17%
$222.66 - $268.42 $3.56K - $4.29K
9.6K $2.24M
INSP
Inspire Medical Systems, Inc.

Healthcare
60
+ 1.1%
$157.24 - $215.42 $9.43K - $12.9K
5.5K $876K
MS
Morgan Stanley

Financial Services
156
+ 0.93%
$111.68 - $141.08 $17.4K - $22K
16.9K $1.97M
SOXX
Ishares Semiconductor ETF

ETFs
97
+ 1.68%
$188.17 - $235.81 $18.3K - $22.9K
5.86K $1.1M
MAR
Marriott International Inc

Consumer Cyclical
97
+ 2.39%
$237.01 - $304.45 $23K - $29.5K
4.15K $989K
TGT
Target Corp

Consumer Defensive
3.29K
+ 19.73%
$103.65 - $142.5 $341K - $469K
20K $2.09M
VBK
Vanguard Small Cap Growth ETF

ETFs
11
+ 0.18%
$247.97 - $296.33 $2.73K - $3.26K
6.17K $1.55M
LEN
Lennar Corp

Consumer Cyclical
95
+ 1.09%
$113.93 - $141.54 $10.8K - $13.4K
8.84K $1.01M
INBK
First Internet Bancorp

Financial Services
9
+ 0.04%
$25.97 - $35.9 $234 - $323
24.3K $650K
IVW
Ishares S&P 500 Growth ETF

ETFs
188
+ 0.58%
$92.45 - $106.69 $17.4K - $20.1K
32.3K $3M
ACN
Accenture PLC

Technology
154
+ 1.92%
$300.91 - $398.25 $46.3K - $61.3K
8.19K $2.56M
STZ
Constellation Brands, Inc.

Consumer Defensive
699
+ 5.37%
$161.05 - $222.93 $113K - $156K
13.7K $2.52M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
158
+ 3.77%
$283.06 - $421.16 $44.7K - $66.5K
4.35K $1.23M
GKOS
Glaukos Corp

Healthcare
117
+ 1.52%
$96.6 - $161.22 $11.3K - $18.9K
7.82K $769K
ARES
Ares Management Corp

Financial Services
65
+ 0.49%
$140.19 - $198.28 $9.11K - $12.9K
13.3K $1.95M
NOW
Service Now, Inc.

Technology
192
+ 9.28%
$783.83 - $1170.39 $150K - $225K
2.26K $1.8M
CMI
Cummins Inc

Industrials
32
+ 0.28%
$312.92 - $386.07 $10K - $12.4K
11.6K $3.63M
GTLB
Gitlab Inc.

Technology
36
+ 0.08%
$47.0 - $73.14 $1.69K - $2.63K
44.3K $2.08M
AXP
American Express CO

Financial Services
22
+ 0.14%
$255.39 - $325.87 $5.62K - $7.17K
15.8K $4.26M
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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