Valeo Financial Advisors, LLC Incresed Positions in Q2 2025

Valeo Financial Advisors, LLC

  • $4.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ANF
Abercrombie & Fitch CO

Consumer Cyclical
984K
+ 10278.32%
$66.94 - $88.47 $65.8M - $87M
993K $82.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
127K
+ 239.25%
$416.06 - $551.64 $52.9M - $70.2M
180K $99.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
52.4K
+ 5.55%
$496.48 - $617.85 $26M - $32.4M
996K $616M
ONB
Old National Bancorp

Financial Services
723K
+ 2779.19%
$17.95 - $22.57 $13M - $16.3M
750K $16M
RSP
Invesco S&P 500 Equal Weight E

ETFs
82.1K
+ 12.89%
$152.93 - $181.74 $12.6M - $14.9M
719K $131M
VO
Vanguard Mid Cap ETF

ETFs
35.3K
+ 116.44%
$228.54 - $279.83 $8.07M - $9.89M
65.7K $18.4M
VUG
Vanguard Growth ETF

ETFs
22.5K
+ 109.1%
$329.49 - $438.4 $7.41M - $9.85M
43.1K $18.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
32.8K
+ 75.42%
$166.82 - $194.23 $5.48M - $6.38M
76.4K $14.8M
TLT
Ishares Barclays 20+ Year Trea

ETFs
71.4K
+ 810.79%
$83.97 - $92.85 $6M - $6.63M
80.2K $7.08M
LLY
Eli Lilly & CO

Healthcare
4.92K
+ 3.67%
$713.71 - $898.95 $3.51M - $4.43M
139K $109M
EPI
Wisdomtree Tr India Earnings F

ETFs
36.3K
+ 271.29%
$41.3 - $47.52 $1.5M - $1.73M
49.7K $2.36M
GOOGL
Alphabet Inc.

Communication Services
5.7K
+ 2.53%
$144.7 - $178.6 $825K - $1.02M
231K $40.7M
ORCL
Oracle Corp

Technology
4.25K
+ 4.66%
$122.82 - $218.63 $522K - $929K
95.3K $20.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.51K
+ 4.91%
$320.42 - $424.58 $484K - $641K
32.3K $13.7M
PLTR
Palantir Technologies Inc.

Technology
5K
+ 10.33%
$74.01 - $144.25 $370K - $721K
53.4K $7.28M
SYK
Stryker Corp

Healthcare
1.6K
+ 20.13%
$337.37 - $395.63 $541K - $635K
9.57K $3.79M
ET
Energy Transfer LP

Energy
27.2K
+ 14.62%
$15.65 - $18.93 $426K - $515K
213K $3.87M
V
Visa Inc.

Financial Services
1.28K
+ 2.1%
$308.27 - $373.31 $393K - $476K
61.9K $22M
CTAS
Cintas Corp

Industrials
1.9K
+ 19.34%
$190.11 - $227.66 $361K - $432K
11.7K $2.61M
WMT
Walmart Inc.

Consumer Defensive
3.47K
+ 2.4%
$81.79 - $99.98 $283K - $346K
148K $14.5M
MRVL
Marvell Technology, Inc.

Technology
4.23K
+ 47.85%
$49.38 - $79.97 $209K - $338K
13.1K $1.01M
IVV
Ishares Core S&P 500 ETF

ETFs
525
+ 0.24%
$498.8 - $620.9 $262K - $326K
224K $139M
AXP
American Express CO

Financial Services
1K
+ 5.92%
$231.39 - $318.98 $231K - $319K
17.9K $5.71M
IEMG
Ishares Inc

ETFs
5.78K
+ 0.2%
N/A
2.91M $156M
PANW
Palo Alto Networks Inc

Technology
1.48K
+ 5.32%
$152.44 - $204.64 $226K - $304K
29.4K $6.02M
MA
Mastercard Inc

Financial Services
529
+ 2.31%
$479.92 - $590.74 $254K - $313K
23.4K $13.2M
SZC
Cushing Next Gen Infrastructure Income Fund

Financial Services
7.61K
+ 89.85%
N/A
16.1K $614K
YUM
Yum Brands Inc

Consumer Cyclical
1.96K
+ 21.43%
$138.36 - $161.45 $271K - $316K
11.1K $1.65M
D
Dominion Energy, Inc

Utilities
5.01K
+ 28.5%
$49.66 - $58.0 $249K - $290K
22.6K $1.28M
CMI
Cummins Inc

Industrials
640
+ 5.6%
$267.12 - $336.65 $171K - $215K
12.1K $3.95M
XOM
Exxon Mobil Corp

Energy
1.91K
+ 1.7%
$99.93 - $119.04 $190K - $227K
114K $12.3M
NOC
Northrop Grumman Corp

Industrials
406
+ 11.98%
$456.3 - $540.39 $185K - $219K
3.8K $1.9M
JCPB
J P Morgan Exchange Traded Fd

ETFs
4.3K
+ 0.19%
$45.9 - $47.2 $197K - $203K
2.24M $106M
ACN
Accenture PLC

Technology
667
+ 8.34%
$279.23 - $323.21 $186K - $216K
8.67K $2.59M
KKR
Kkr & Co. Inc.

Financial Services
1.37K
+ 20.5%
$92.79 - $134.29 $127K - $184K
8.07K $1.07M
MU
Micron Technology Inc

Technology
1.47K
+ 15.85%
$64.72 - $127.91 $95.2K - $188K
10.8K $1.32M
XLE
Energy Sector Spdr

ETFs
2.13K
+ 10.49%
$76.44 - $94.13 $163K - $200K
22.4K $1.9M
LMT
Lockheed Martin Corp

Industrials
387
+ 2.58%
$430.82 - $486.45 $167K - $188K
15.4K $7.12M
DE
Deere & CO

Industrials
353
+ 3.63%
$412.99 - $531.48 $146K - $188K
10.1K $5.12M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.8K
+ 0.08%
$51.16 - $62.02 $143K - $174K
3.63M $225M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.59K
+ 0.07%
$90.56 - $109.49 $144K - $174K
2.27M $248M
TJX
Tjx Companies Inc

Consumer Cyclical
1.41K
+ 6.4%
$119.13 - $135.03 $167K - $190K
23.4K $2.89M
UPS
United Parcel Service Inc

Industrials
1.7K
+ 6.51%
$91.92 - $110.2 $156K - $187K
27.8K $2.8M
NEE
Nextera Energy Inc

Utilities
2.42K
+ 6.75%
$64.11 - $75.0 $155K - $181K
38.2K $2.65M
MS
Morgan Stanley

Financial Services
1.13K
+ 6.49%
$99.83 - $140.86 $113K - $160K
18.6K $2.62M
SHW
Sherwin Williams CO

Basic Materials
464
+ 16.68%
$313.51 - $363.51 $145K - $169K
3.25K $1.11M
TXN
Texas Instruments Inc

Technology
781
+ 8.5%
N/A
9.97K $1.94M
CB
Chubb LTD

Financial Services
518
+ 8.42%
$274.32 - $302.46 $142K - $157K
6.67K $1.93M
TFC
Truist Financial Corp

Financial Services
3.46K
+ 18.72%
$34.79 - $42.99 $120K - $149K
22K $943K
Activity Summary
Buys All Purchases 305 New Holdings 24 Increased Positions 281 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Valeo Financial Advisors, LLC Portfolio

Follow Valeo Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valeo Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valeo Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email