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
SHOP
Shopify Inc.

Technology
2.81K
+ 19.42%
$52.26 - $80.75 $147K - $227K
17.3K $1.39M
VST
Vistra Corp.

Utilities
2.71K
+ 95.05%
$69.0 - $119.06 $187K - $323K
5.56K $658K
DE
Deere & CO

Industrials
169
+ 2.16%
$344.84 - $418.0 $58.3K - $70.6K
8K $3.34M
ISRG
Intuitive Surgical Inc

Healthcare
480
+ 13.19%
$416.14 - $494.01 $200K - $237K
4.12K $2.02M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8.28K
+ 35.56%
$36.98 - $41.55 $306K - $344K
31.6K $1.3M
SPGI
S&P Global Inc.

Financial Services
206
+ 4.95%
$446.32 - $527.38 $91.9K - $109K
4.37K $2.26M
TTWO
Take Two Interactive Software Inc

Communication Services
2.64K
+ 71.19%
$135.67 - $161.71 $358K - $427K
6.35K $975K
UNP
Union Pacific Corp

Industrials
361
+ 2.33%
$221.78 - $256.09 $80.1K - $92.4K
15.8K $3.9M
TMO
Thermo Fisher Scientific Inc.

Healthcare
198
+ 4.77%
$531.86 - $624.21 $105K - $124K
4.35K $2.69M
NFLX
Netflix Inc

Communication Services
182
+ 2.47%
$598.55 - $722.26 $109K - $131K
7.56K $5.36M
EQIX
Equinix Inc

Real Estate
25
+ 0.92%
$749.0 - $890.01 $18.7K - $22.3K
2.74K $2.43M
VO
Vanguard Mid Cap ETF

ETFs
337
+ 2.56%
$237.84 - $263.83 $80.2K - $88.9K
13.5K $3.56M
MMM
3 M CO

Industrials
91
+ 0.91%
$99.69 - $139.42 $9.07K - $12.7K
10.1K $1.38M
LEN
Lennar Corp

Consumer Cyclical
51
+ 0.57%
$142.5 - $192.45 $7.27K - $9.81K
9.04K $1.69M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.08K
+ 3.3%
$64.35 - $75.71 $69.2K - $81.5K
33.7K $2.48M
PANW
Palo Alto Networks Inc

Technology
880
+ 6.27%
$294.18 - $368.01 $259K - $324K
14.9K $5.1M
CTAS
Cintas Corp

Industrials
7.03K
+ 314.08%
$201.38 - $819.83 $1.42M - $5.76M
9.27K $1.91M
VT
Vanguard Total World Stk Index

ETFs
522
+ 1.41%
$107.72 - $119.96 $56.2K - $62.6K
37.6K $4.5M
MAR
Marriott International Inc

Consumer Cyclical
1.2K
+ 41.51%
$211.35 - $255.11 $253K - $306K
4.08K $1.02M
DUK
Duke Energy Corp

Utilities
224
+ 1.17%
$99.35 - $117.71 $22.3K - $26.4K
19.4K $2.24M
MELI
Mercadolibre Inc

Consumer Cyclical
88
+ 26.99%
$1591.44 - $2140.1 $140K - $188K
414 $848K
SHW
Sherwin Williams CO

Basic Materials
232
+ 8.8%
$294.65 - $384.0 $68.4K - $89.1K
2.87K $1.09M
ARES
Ares Management Corp

Financial Services
23
+ 0.17%
$133.73 - $158.05 $3.08K - $3.64K
13.2K $2.06M
ETN
Eaton Corp PLC

Industrials
284
+ 2.59%
$272.52 - $333.02 $77.4K - $94.6K
11.3K $3.73M
BALL
Ball Corp

Consumer Cyclical
3.07K
+ 31.49%
$58.86 - $67.91 $181K - $208K
12.8K $869K
BTI
British American Tobacco P.L.C.

Consumer Defensive
5.31K
+ 34.66%
$31.07 - $39.36 $165K - $209K
20.6K $754K
PNC
Pnc Financial Services Group, Inc.

Financial Services
561
+ 9.35%
$156.14 - $187.2 $87.6K - $105K
6.56K $1.21M
SO
Southern CO

Utilities
847
+ 5.47%
$77.0 - $90.52 $65.2K - $76.7K
16.3K $1.47M
PDI
Pimco Dynamic Income Fund

Financial Services
12.1K
+ 93.34%
$18.7 - $20.25 $225K - $244K
25K $505K
AMT
American Tower Corp

Real Estate
315
+ 6.86%
$192.27 - $242.73 $60.6K - $76.5K
4.91K $1.14M
KKR
Kkr & Co. Inc.

Financial Services
1.05K
+ 25.79%
$104.51 - $133.23 $109K - $139K
5.1K $665K
CCI
Crown Castle International Corp

Real Estate
1.14K
+ 23.17%
$95.29 - $120.24 $108K - $137K
6.05K $717K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.92K
+ 18.92%
$77.02 - $85.06 $148K - $164K
12.1K $1.02M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
540
+ 9.18%
$460.0 - $505.78 $248K - $273K
6.43K $2.99M
PGR
Progressive Corp

Financial Services
212
+ 5.65%
$209.46 - $259.24 $44.4K - $55K
3.97K $1.01M
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.61K
+ 37.35%
$46.9 - $51.96 $169K - $188K
13.3K $684K
PFE
Pfizer Inc

Healthcare
581
+ 0.27%
$27.7 - $31.39 $16.1K - $18.2K
218K $6.3M
CARR
Carrier Global Corp

Industrials
179
+ 1.48%
$61.9 - $80.88 $11.1K - $14.5K
12.2K $985K
GILD
Gilead Sciences, Inc.

Healthcare
1.07K
+ 12.63%
$66.59 - $83.99 $71.3K - $89.9K
9.54K $799K
AON
Aon PLC

Financial Services
340
+ 18.27%
$293.16 - $351.06 $99.7K - $119K
2.2K $761K
ICE
Intercontinental Exchange, Inc.

Financial Services
355
+ 5.61%
$136.93 - $162.81 $48.6K - $57.8K
6.68K $1.07M
TRV
Travelers Companies, Inc.

Financial Services
241
+ 5.03%
$201.87 - $242.35 $48.7K - $58.4K
5.03K $1.18M
XLY
Select Sector Spdr Consumer Di

ETFs
94
+ 0.92%
$170.05 - $200.86 $16K - $18.9K
10.3K $2.06M
SCHX
Schwab Strategic Tr Us Large C

ETFs
530
+ 1.16%
$61.11 - $67.85 $32.4K - $36K
46.1K $3.13M
SLB
Schlumberger Limited

Energy
7.59K
+ 32.24%
$39.57 - $49.67 $300K - $377K
31.1K $1.31M
ZTS
Zoetis Inc.

Healthcare
91
+ 1.15%
$172.58 - $196.48 $15.7K - $17.9K
8.03K $1.57M
ETR
Entergy Corp

Utilities
4
+ 0.05%
$104.75 - $131.61 $419 - $526
7.66K $1.01M
IWP
Ishares Russell Mid Cap Growth

ETFs
780
+ 5.77%
$103.87 - $117.59 $81K - $91.7K
14.3K $1.68M
INBK
First Internet Bancorp

Financial Services
311
+ 1.3%
$27.28 - $39.1 $8.48K - $12.2K
24.3K $831K
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
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