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
LOW
Lowes Companies Inc

Consumer Cyclical
655
+ 6.46%
$210.83 - $235.28 $138K - $154K
10.8K $2.39M
NKE
Nike, Inc.

Consumer Cyclical
2K
+ 7.79%
$53.27 - $72.04 $107K - $144K
27.7K $1.97M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.59K
+ 0.24%
$72.96 - $90.39 $116K - $144K
654K $58.4M
TMUS
T Mobile Us, Inc.

Communication Services
598
+ 7.75%
$220.99 - $268.54 $132K - $161K
8.31K $1.98M
ABT
Abbott Laboratories

Healthcare
1.04K
+ 3.09%
$123.95 - $138.08 $129K - $143K
34.6K $4.71M
CVX
Chevron Corp

Energy
981
+ 2.07%
$133.73 - $168.51 $131K - $165K
48.3K $6.92M
ETN
Eaton Corp PLC

Industrials
388
+ 3.56%
$246.52 - $356.99 $95.6K - $139K
11.3K $4.03M
BAC
Bank Of America Corp

Financial Services
2.91K
+ 1.34%
$34.39 - $47.46 $99.9K - $138K
219K $10.4M
CEG
Constellation Energy Corp

Utilities
407
+ 7.87%
$170.96 - $322.76 $69.6K - $131K
5.58K $1.8M
EXPI
Exp World Holdings, Inc.

Real Estate
14.3K
+ 33.21%
$7.46 - $9.89 $107K - $142K
57.4K $522K
XLV
Select Sector Spdr Fund Health

ETFs
893
+ 29.14%
$128.77 - $144.3 $115K - $129K
3.96K $533K
MPWR
Monolithic Power Systems Inc

Technology
160
+ 27.63%
$455.19 - $737.73 $72.8K - $118K
739 $540K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.05K
+ 11.58%
$45.98 - $56.15 $94.4K - $115K
19.8K $1.11M
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
14.8K
+ 27.13%
$7.06 - $8.1 $104K - $120K
69.3K $535K
GE
General Electric CO

Industrials
429
+ 2.07%
$166.81 - $257.39 $71.6K - $110K
21.1K $5.44M
CME
Cme Group Inc.

Financial Services
402
+ 10.07%
$252.37 - $290.71 $101K - $117K
4.39K $1.21M
ITOT
Ishares Core S&P Total U.S. St

ETFs
802
+ 5.51%
$108.12 - $135.04 $86.7K - $108K
15.4K $2.07M
SLB
Schlumberger Limited

Energy
3.08K
+ 15.13%
$31.95 - $42.2 $98.4K - $130K
23.4K $792K
RYLD
Global X Fds Russell 2000 Cove

ETFs
6.99K
+ 31.0%
$13.37 - $15.25 $93.5K - $107K
29.5K $440K
PGR
Progressive Corp

Financial Services
383
+ 10.02%
$255.27 - $288.74 $97.8K - $111K
4.21K $1.12M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.21K
+ 0.15%
$44.68 - $45.96 $98.7K - $102K
1.5M $68.6M
MBIN
Merchants Bancorp

Financial Services
3.06K
+ 1.29%
$30.06 - $37.17 $91.9K - $114K
239K $7.92M
PEG
Public Service Enterprise Group Inc

Utilities
1.2K
+ 47.3%
$77.13 - $84.18 $92.6K - $101K
3.74K $314K
LNG
Cheniere Energy, Inc.

Energy
410
+ 16.84%
$197.25 - $244.33 $80.9K - $100K
2.84K $692K
CRSP
Crispr Therapeutics Ag

Healthcare
2K
+ 47.11%
$31.27 - $48.64 $62.5K - $97.3K
6.25K $303K
ICE
Intercontinental Exchange, Inc.

Financial Services
513
+ 5.31%
$151.62 - $183.47 $77.8K - $94.1K
10.2K $1.87M
NOW
Service Now, Inc.

Technology
90
+ 3.71%
$721.65 - $1040.18 $64.9K - $93.6K
2.52K $2.59M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.02K
+ 5.24%
$87.84 - $1441.89 $89.2K - $1.46M
20.4K $1.84M
ADP
Automatic Data Processing Inc

Industrials
287
+ 3.65%
$276.76 - $326.81 $79.4K - $93.8K
8.14K $2.51M
TMO
Thermo Fisher Scientific Inc.

Healthcare
208
+ 8.96%
$390.26 - $489.06 $81.2K - $102K
2.53K $1.03M
DELL
Dell Technologies Inc.

Technology
665
+ 7.23%
$71.63 - $125.98 $47.6K - $83.8K
9.86K $1.21M
MCD
Mcdonalds Corp

Consumer Cyclical
277
+ 1.01%
$285.55 - $321.23 $79.1K - $89K
27.8K $8.11M
MO
Altria Group, Inc.

Consumer Defensive
1.32K
+ 3.1%
$55.56 - $60.91 $73.4K - $80.5K
44K $2.58M
FTNT
Fortinet, Inc.

Technology
672
+ 6.02%
$84.71 - $108.69 $56.9K - $73K
11.8K $1.25M
PM
Philip Morris International Inc.

Consumer Defensive
373
+ 0.91%
$149.23 - $184.95 $55.7K - $69K
41.5K $7.57M
CPRT
Copart Inc

Consumer Cyclical
1.35K
+ 23.94%
$47.72 - $63.84 $64.4K - $86.2K
6.99K $342K
ROK
Rockwell Automation, Inc

Industrials
200
+ 7.35%
$218.97 - $332.17 $43.8K - $66.4K
2.92K $969K
HON
Honeywell International Inc

Industrials
273
+ 1.22%
$182.86 - $232.88 $49.9K - $63.6K
22.6K $5.26M
MTB
M&T Bank Corp

Financial Services
321
+ 16.13%
$156.58 - $193.99 $50.3K - $62.3K
2.31K $448K
ADI
Analog Devices Inc

Technology
258
+ 5.38%
$164.6 - $238.02 $42.5K - $61.4K
5.05K $1.2M
EEM
Ishares Msci Emerging Markets

ETFs
1.26K
+ 1.09%
$38.52 - $48.28 $48.5K - $60.8K
117K $5.65M
HI
Hillenbrand, Inc.

Industrials
3K
+ 4.14%
$18.62 - $24.76 $55.9K - $74.3K
75.5K $1.52M
NVO
Novo Nordisk A S

Healthcare
848
+ 3.54%
$58.08 - $81.05 $49.3K - $68.7K
24.8K $1.71M
CARR
Carrier Global Corp

Industrials
800
+ 6.38%
$55.55 - $75.83 $44.4K - $60.7K
13.3K $976K
APD
Air Products & Chemicals, Inc.

Basic Materials
200
+ 5.77%
$248.61 - $294.96 $49.7K - $59K
3.67K $1.03M
DHR
Danaher Corp

Healthcare
280
+ 2.22%
$174.64 - $205.16 $48.9K - $57.4K
12.9K $2.55M
BSX
Boston Scientific Corp

Healthcare
513
+ 2.33%
$89.7 - $107.41 $46K - $55.1K
22.6K $2.42M
ECL
Ecolab Inc.

Basic Materials
200
+ 4.89%
$225.65 - $270.95 $45.1K - $54.2K
4.29K $1.16M
URI
United Rentals, Inc.

Industrials
70
+ 8.14%
$551.94 - $753.4 $38.6K - $52.7K
930 $700K
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
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