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
PLTR
Palantir Technologies Inc.

Technology
157
+ 0.34%
$64.98 - $124.62 $10.2K - $19.6K
46.3K $3.91M
VTI
Vanguard Total Stock Market Et

ETFs
3.22K
+ 10.14%
$271.18 - $303.12 $874K - $977K
35K $9.62M
META
Meta Platforms, Inc.

Communication Services
2.61K
+ 3.2%
$576.36 - $736.67 $1.5M - $1.92M
84K $48.4M
BSX
Boston Scientific Corp

Healthcare
1.64K
+ 8.23%
$89.38 - $106.18 $147K - $175K
21.6K $2.18M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.57K
+ 40.05%
$80.53 - $147.57 $126K - $231K
5.48K $725K
EQT
Eqt Corp

Energy
5.93K
+ 67.88%
$46.16 - $54.25 $274K - $322K
14.7K $783K
KMI
Kinder Morgan, Inc.

Energy
12.2K
+ 45.3%
$26.1 - $31.22 $319K - $382K
39.2K $1.12M
TTWO
Take Two Interactive Software Inc

Communication Services
1.15K
+ 19.05%
$178.61 - $217.95 $205K - $250K
7.18K $1.49M
NFLX
Netflix Inc

Communication Services
52
+ 0.69%
$828.4 - $1058.6 $43.1K - $55K
7.6K $7.08M
NI
Nisource Inc.

Utilities
8.1K
+ 81.18%
$35.57 - $41.23 $288K - $334K
18.1K $725K
F
Ford Motor CO

Consumer Cyclical
32.4K
+ 33.06%
$9.12 - $10.43 $296K - $338K
131K $1.31M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.97K
+ 51.3%
$168.16 - $186.21 $332K - $367K
5.82K $993K
SHEL
Shell PLC

Energy
585
+ 2.43%
$62.84 - $73.29 $36.8K - $42.9K
24.6K $1.81M
EPD
Enterprise Products Partners L.P.

Energy
1.21K
+ 1.31%
$31.75 - $34.14 $38.3K - $41.2K
93.5K $3.19M
NVS
Novartis Ag

Healthcare
1.76K
+ 25.94%
$97.14 - $115.57 $170K - $203K
8.52K $949K
GILD
Gilead Sciences, Inc.

Healthcare
883
+ 9.21%
$89.14 - $117.41 $78.7K - $104K
10.5K $1.17M
CTVA
Corteva, Inc.

Basic Materials
3.54K
+ 35.89%
$55.94 - $66.15 $198K - $234K
13.4K $842K
FISV
Fiserv Inc

Technology
2.2K
+ 48.5%
N/A
6.75K $844K
GD
General Dynamics Corp

Industrials
769
+ 12.41%
$241.94 - $272.58 $186K - $210K
6.97K $1.9M
VTV
Vanguard Value ETF

ETFs
744
+ 1.93%
$167.73 - $179.21 $125K - $133K
39.2K $6.78M
SO
Southern CO

Utilities
1.08K
+ 6.54%
$80.96 - $92.96 $87.7K - $101K
17.6K $1.62M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.37K
+ 2.53%
$58.01 - $64.46 $79.4K - $88.2K
55.5K $3.45M
CTAS
Cintas Corp

Industrials
220
+ 2.39%
$182.09 - $208.14 $40.1K - $45.8K
9.43K $1.94M
BMY
Bristol Myers Squibb CO

Healthcare
193
+ 0.36%
$53.9 - $63.11 $10.4K - $12.2K
54.1K $3.3M
LNG
Cheniere Energy, Inc.

Energy
912
+ 39.69%
$209.32 - $253.66 $191K - $231K
3.21K $742K
MMM
3 M CO

Industrials
501
+ 5.29%
$129.7 - $155.12 $65K - $77.7K
9.98K $1.46M
PANW
Palo Alto Networks Inc

Technology
3.36K
+ 11.41%
$167.82 - $208.28 $563K - $699K
32.8K $5.59M
PSX
Phillips 66

Energy
836
+ 5.89%
$113.93 - $131.55 $95.2K - $110K
15K $1.85M
PGR
Progressive Corp

Financial Services
286
+ 7.87%
$235.61 - $291.22 $67.4K - $83.3K
3.92K $1.11M
NKE
Nike, Inc.

Consumer Cyclical
8.3K
+ 34.81%
$63.29 - $81.72 $525K - $678K
32.1K $2.04M
XLE
Energy Sector Spdr

ETFs
494
+ 2.15%
$85.7 - $93.96 $42.3K - $46.4K
23.5K $2.2M
SYY
Sysco Corp

Consumer Defensive
3.08K
+ 62.03%
$70.0 - $77.13 $215K - $237K
8.04K $603K
YUM
Yum Brands Inc

Consumer Cyclical
72
+ 0.79%
$123.25 - $162.53 $8.87K - $11.7K
9.18K $1.44M
VT
Vanguard Total World Stk Index

ETFs
2.45K
+ 5.9%
$115.08 - $123.97 $282K - $303K
43.9K $5.09M
CI
Cigna Corp

Healthcare
10
+ 0.25%
$274.49 - $329.0 $2.74K - $3.29K
4.03K $1.33M
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.44K
+ 11.12%
$35.35 - $42.74 $86.1K - $104K
24.3K $1.01M
KMB
Kimberly Clark Corp

Consumer Defensive
425
+ 3.32%
$124.46 - $147.4 $52.9K - $62.6K
13.2K $1.88M
MCK
Mckesson Corp

Healthcare
94
+ 7.06%
$566.21 - $672.99 $53.2K - $63.3K
1.43K $959K
BND
Vanguard Bd Index Fd Inc Total

ETFs
775
+ 0.88%
$71.17 - $73.66 $55.2K - $57.1K
88.9K $6.53M
AZN
Astrazeneca PLC

Healthcare
1.01K
+ 6.89%
$65.37 - $77.96 $65.7K - $78.3K
15.6K $1.15M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.58K
+ 15.62%
$75.32 - $84.77 $119K - $134K
11.7K $956K
SAP
Sap Se

Technology
444
+ 16.29%
$241.4 - $293.69 $107K - $130K
3.17K $850K
UNP
Union Pacific Corp

Industrials
200
+ 1.3%
$225.21 - $254.42 $45K - $50.9K
15.6K $3.67M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
3.14K
+ 14.31%
$45.92 - $47.58 $144K - $150K
25.1K $1.19M
ROK
Rockwell Automation, Inc

Industrials
792
+ 64.39%
$255.29 - $303.75 $202K - $241K
2.02K $522K
RSG
Republic Services, Inc.

Industrials
345
+ 16.74%
$200.09 - $242.16 $69K - $83.5K
2.41K $582K
KLAC
Kla Corp

Technology
170
+ 16.33%
$636.62 - $777.63 $108K - $132K
1.21K $823K
SCHW
Schwab Charles Corp

Financial Services
40
+ 0.1%
$71.24 - $83.64 $2.85K - $3.35K
38.6K $3.02M
DVY
Ishares Tr

ETFs
791
+ 3.99%
$128.58 - $138.1 $102K - $109K
20.6K $2.77M
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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