Valeo Financial Advisors, LLC Incresed Positions in Q1 2025

Valeo Financial Advisors, LLC

  • $4.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PLD
Prologis, Inc.

Real Estate
2.86M
+ 282.49%
$103.59 - $124.04 $296M - $355M
3.88M $433M
JCPB
J P Morgan Exchange Traded Fd

ETFs
552K
+ 37.21%
$45.56 - $47.23 $25.1M - $26.1M
2.03M $95.7M
IEFA
Ishares Tr

ETFs
295K
+ 47.24%
$69.57 - $78.65 $20.5M - $23.2M
921K $69.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.33K
+ 0.45%
$442.66 - $534.52 $590K - $713K
296K $158M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
384K
+ 40.73%
$44.41 - $45.98 $17M - $17.7M
1.33M $60.5M
V
Visa Inc.

Financial Services
36.7K
+ 60.14%
$306.92 - $362.71 $11.3M - $13.3M
97.8K $34.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
31K
+ 47.25%
$507.05 - $563.67 $15.7M - $17.5M
96.7K $49.7M
LLY
Eli Lilly & CO

Healthcare
1.1K
+ 0.68%
$725.72 - $929.72 $800K - $1.03M
163K $134M
EFA
Ishares Tr Msci Eafe ETF

ETFs
41.5K
+ 6.92%
$74.85 - $84.89 $3.11M - $3.53M
642K $52.5M
VGIT
Vanguard Intermediate Term Tre

ETFs
84.3K
+ 6.01%
$57.44 - $59.4 $4.84M - $5.01M
1.49M $88.3M
IEMG
Ishares Inc

ETFs
130K
+ 4.78%
N/A
2.85M $153M
IVV
Ishares Core S&P 500 ETF

ETFs
19K
+ 10.15%
$554.06 - $615.85 $10.5M - $11.7M
206K $116M
QQQ
Invesco Qqq Trust, Series 1

ETFs
12.6K
+ 32.56%
$468.34 - $539.52 $5.9M - $6.8M
51.3K $24M
VUG
Vanguard Growth ETF

ETFs
11.9K
+ 59.47%
$369.1 - $427.61 $4.39M - $5.08M
31.9K $11.8M
ABBV
Abb Vie Inc.

Healthcare
1.53K
+ 1.87%
$169.2 - $216.66 $259K - $331K
83.3K $17.4M
AMGN
Amgen Inc

Healthcare
1.71K
+ 4.0%
$258.59 - $327.36 $442K - $559K
44.4K $13.8M
CVX
Chevron Corp

Energy
5.87K
+ 13.43%
$146.71 - $167.97 $862K - $986K
49.6K $8.3M
UBER
Uber Technologies, Inc

Technology
19.1K
+ 48.23%
$63.17 - $81.49 $1.2M - $1.55M
58.6K $4.27M
PM
Philip Morris International Inc.

Consumer Defensive
935
+ 2.33%
$117.15 - $158.79 $110K - $148K
41.1K $6.53M
JPM
Jpmorgan Chase & CO

Financial Services
2.74K
+ 1.6%
$225.19 - $279.95 $617K - $768K
175K $42.8M
KO
Coca Cola CO

Consumer Defensive
6.14K
+ 5.29%
$60.81 - $72.32 $374K - $444K
122K $8.75M
XOM
Exxon Mobil Corp

Energy
862
+ 0.76%
$105.44 - $118.93 $90.9K - $103K
114K $13.5M
AMT
American Tower Corp

Real Estate
4.07K
+ 77.74%
$173.46 - $217.6 $705K - $885K
9.3K $2.02M
CCI
Crown Castle International Corp

Real Estate
8.52K
+ 78.44%
$84.33 - $106.39 $718K - $906K
19.4K $2.02M
VZ
Verizon Communications Inc

Communication Services
5.73K
+ 5.46%
$37.81 - $46.49 $217K - $266K
111K $5.02M
TMUS
T Mobile Us, Inc.

Communication Services
2.1K
+ 38.8%
$211.3 - $272.83 $443K - $572K
7.5K $2M
GE
General Electric CO

Industrials
754
+ 3.85%
$168.59 - $212.13 $127K - $160K
20.3K $4.07M
MCD
Mcdonalds Corp

Consumer Cyclical
664
+ 2.61%
$279.74 - $321.29 $186K - $213K
26.1K $8.15M
GLD
Spdr Gold Trust

ETFs
1.24K
+ 13.72%
$243.19 - $288.14 $301K - $356K
10.3K $2.95M
CVS
Cvs Health Corp

Healthcare
1.53K
+ 5.29%
$44.22 - $68.64 $67.7K - $105K
30.5K $2.07M
ABT
Abbott Laboratories

Healthcare
809
+ 2.57%
$111.1 - $140.22 $89.9K - $113K
32.3K $4.28M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
319
+ 32.95%
$1187.71 - $1432.58 $379K - $457K
1.29K $1.84M
PEP
Pepsico Inc

Consumer Defensive
5.63K
+ 7.17%
$142.64 - $156.42 $803K - $880K
84.1K $12.6M
VO
Vanguard Mid Cap ETF

ETFs
2.91K
+ 20.2%
$251.87 - $277.95 $734K - $810K
17.3K $4.48M
COST
Costco Wholesale Corp

Consumer Defensive
294
+ 2.3%
$890.62 - $1076.86 $262K - $317K
13.1K $12.4M
ELV
Elevance Health, Inc.

Healthcare
1.03K
+ 33.33%
$365.9 - $436.25 $377K - $449K
4.12K $1.79M
ICE
Intercontinental Exchange, Inc.

Financial Services
2.79K
+ 40.95%
$142.8 - $176.36 $399K - $493K
9.61K $1.66M
WM
Waste Management Inc

Industrials
1.56K
+ 16.77%
$200.54 - $233.78 $313K - $365K
10.9K $2.52M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
21.1K
+ 29.68%
$27.01 - $28.54 $569K - $601K
92K $2.57M
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.63K
+ 12.06%
$56.12 - $68.15 $260K - $315K
43K $2.92M
AFL
Aflac Inc

Financial Services
4.24K
+ 27.05%
$100.99 - $111.19 $428K - $471K
19.9K $2.21M
IBM
International Business Machines Corp

Technology
741
+ 5.26%
$217.4 - $264.74 $161K - $196K
14.8K $3.69M
CME
Cme Group Inc.

Financial Services
1.94K
+ 107.35%
$225.82 - $266.54 $439K - $518K
3.75K $995K
HSY
Hershey CO

Consumer Defensive
3.25K
+ 28.09%
$144.74 - $186.36 $470K - $605K
14.8K $2.53M
ASML
Asml Holding Nv

Technology
910
+ 49.14%
$662.63 - $776.99 $603K - $707K
2.76K $1.83M
MSTR
Microstrategy Inc

Technology
1.79K
+ 90.29%
$239.27 - $396.5 $427K - $708K
3.76K $1.08M
SBUX
Starbucks Corp

Consumer Cyclical
887
+ 1.45%
$91.75 - $115.81 $81.4K - $103K
62.1K $6.09M
XLF
Financial Sector Spdr

ETFs
7.89K
+ 9.99%
$47.32 - $52.19 $373K - $412K
86.8K $4.32M
DE
Deere & CO

Industrials
216
+ 2.69%
$408.57 - $509.27 $88.3K - $110K
8.24K $3.87M
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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