Valeo Financial Advisors, LLC Incresed Positions in Q3 2024

Valeo Financial Advisors, LLC

  • $3.81 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.48M
+ 107.47%
$57.32 - $62.65 $84.8M - $92.7M
2.86M $178M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
105K
+ 5.26%
$105.53 - $118.34 $11M - $12.4M
2.09M $245M
PLD
Prologis, Inc.

Real Estate
273
+ 0.03%
$111.95 - $132.43 $30.6K - $36.2K
1.01M $127M
VGIT
Vanguard Intermediate Term Tre

ETFs
100K
+ 8.2%
$57.8 - $60.8 $5.8M - $6.11M
1.32M $80M
IVV
Ishares Core S&P 500 ETF

ETFs
4.81K
+ 2.7%
$520.18 - $576.82 $2.5M - $2.77M
183K $105M
IEFA
Ishares Tr

ETFs
43.5K
+ 7.26%
$70.09 - $78.74 $3.05M - $3.42M
642K $50.1M
META
Meta Platforms, Inc.

Communication Services
1.68K
+ 2.12%
$453.41 - $572.44 $762K - $962K
80.8K $46.3M
VGSH
Vanguard

ETFs
85K
+ 109.81%
$57.74 - $59.13 $4.91M - $5.03M
162K $9.59M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
96.6K
+ 171.93%
$49.93 - $51.15 $4.82M - $4.94M
153K $7.81M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.42K
+ 9.86%
$475.2 - $527.7 $2.57M - $2.86M
60.3K $31.8M
ABBV
Abb Vie Inc.

Healthcare
437
+ 0.55%
$163.84 - $199.33 $71.6K - $87.1K
80.5K $15.9M
CRM
Salesforce, Inc.

Technology
1.7K
+ 2.19%
$238.42 - $276.53 $404K - $469K
79.3K $21.7M
HDV
Ishares Core High Dividend ETF

ETFs
516
+ 0.28%
$107.62 - $118.76 $55.5K - $61.3K
185K $21.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
9.75K
+ 49.44%
$147.95 - $191.05 $1.44M - $1.86M
29.5K $5.12M
IWM
Ishares Russell 2000 ETF

ETFs
210
+ 0.23%
$200.87 - $224.6 $42.2K - $47.2K
90.5K $20M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.2K
+ 4.85%
$434.77 - $502.96 $956K - $1.11M
47.5K $23.2M
MA
Mastercard Inc

Financial Services
456
+ 1.94%
$429.6 - $500.99 $196K - $228K
24K $11.8M
AVGO
Broadcom Inc.

Technology
51.6K
+ 986.54%
$136.27 - $1745.86 $7.03M - $90.1M
56.8K $9.8M
ICF
Ishares Tr

ETFs
17.7K
+ 247.87%
$56.77 - $67.33 $1M - $1.19M
24.8K $1.63M
GS
Goldman Sachs Group Inc

Financial Services
27
+ 0.1%
$459.02 - $510.25 $12.4K - $13.8K
28.2K $14M
VTV
Vanguard Value ETF

ETFs
2.15K
+ 5.18%
$159.75 - $174.57 $344K - $376K
43.7K $7.63M
V
Visa Inc.

Financial Services
666
+ 1.08%
$253.74 - $291.56 $169K - $194K
62.1K $17.1M
PG
Procter & Gamble CO

Consumer Defensive
1.3K
+ 1.51%
$160.76 - $177.82 $209K - $231K
87.4K $15.1M
HPQ
Hp Inc

Technology
24.2K
+ 230.48%
$32.02 - $38.11 $775K - $922K
34.7K $1.24M
PYPL
Pay Pal Holdings, Inc.

Financial Services
869
+ 2.17%
$57.22 - $80.08 $49.7K - $69.6K
40.9K $3.19M
VBR
Vanguard Small Cap Value ETF

ETFs
1.59K
+ 5.9%
$179.99 - $201.6 $287K - $321K
28.6K $5.74M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
4.34K
+ 11.62%
$113.45 - $126.18 $492K - $548K
41.7K $5.26M
IBM
International Business Machines Corp

Technology
552
+ 4.1%
$175.1 - $223.38 $96.7K - $123K
14K $3.1M
VTI
Vanguard Total Stock Market Et

ETFs
725
+ 2.27%
$255.18 - $283.2 $185K - $205K
32.7K $9.26M
GLD
Spdr Gold Trust

ETFs
2.35K
+ 51.06%
$215.56 - $246.98 $507K - $581K
6.96K $1.69M
ACN
Accenture PLC

Technology
969
+ 13.61%
$295.44 - $355.81 $286K - $345K
8.09K $2.86M
XOM
Exxon Mobil Corp

Energy
3.74K
+ 3.43%
$109.72 - $119.0 $411K - $445K
113K $13.2M
CSCO
Cisco Systems, Inc.

Technology
2.3K
+ 2.47%
$44.74 - $53.22 $103K - $122K
95.4K $5.08M
AXP
American Express CO

Financial Services
122
+ 0.78%
$225.92 - $271.17 $27.6K - $33.1K
15.8K $4.27M
BMY
Bristol Myers Squibb CO

Healthcare
2.93K
+ 6.25%
$39.66 - $51.75 $116K - $151K
49.7K $2.57M
BX
Blackstone Inc.

Financial Services
1.69K
+ 13.73%
$120.77 - $159.66 $204K - $270K
14K $2.15M
CMI
Cummins Inc

Industrials
8
+ 0.06%
$266.63 - $326.4 $2.13K - $2.61K
13.1K $4.22M
LOW
Lowes Companies Inc

Consumer Cyclical
256
+ 2.76%
$213.3 - $270.78 $54.6K - $69.3K
9.52K $2.58M
VUG
Vanguard Growth ETF

ETFs
764
+ 3.15%
$341.08 - $391.94 $261K - $299K
25K $9.59M
XLF
Financial Sector Spdr

ETFs
4.96K
+ 6.79%
$40.84 - $45.74 $202K - $227K
77.9K $3.53M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.82K
+ 10.0%
$58.03 - $65.37 $279K - $315K
53K $3.43M
UPS
United Parcel Service Inc

Industrials
3.92K
+ 16.45%
$123.32 - $147.38 $484K - $578K
27.8K $3.78M
NEE
Nextera Energy Inc

Utilities
1.62K
+ 6.2%
$69.9 - $84.97 $113K - $137K
27.7K $2.34M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
442
+ 40.0%
$1024.09 - $1201.76 $453K - $531K
1.55K $1.63M
PLTR
Palantir Technologies Inc.

Technology
676
+ 1.87%
$24.09 - $37.95 $16.3K - $25.7K
36.9K $1.37M
C
Citigroup Inc

Financial Services
7.92K
+ 13.55%
$56.11 - $67.61 $444K - $535K
66.4K $4.15M
ADBE
Adobe Inc.

Technology
1.3K
+ 21.37%
$508.13 - $586.55 $662K - $764K
7.4K $3.83M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.13K
+ 4.66%
$71.45 - $75.64 $224K - $237K
70.3K $5.28M
IWF
Ishares Russell 1000 Gr ETF

ETFs
215
+ 0.67%
$332.02 - $382.76 $71.4K - $82.3K
32.4K $12.2M
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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