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
DHI
Horton D R Inc

Consumer Cyclical
43
+ 1.22%
$135.21 - $197.06 $5.81K - $8.47K
3.57K $680K
SPG
Simon Property Group Inc

Real Estate
130
+ 1.4%
$146.09 - $170.11 $19K - $22.1K
9.44K $1.6M
IWR
Ishares Russell Mid Cap ETF

ETFs
27
+ 0.11%
$79.92 - $88.19 $2.16K - $2.38K
25.4K $2.24M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
257
+ 11.42%
$386.81 - $423.12 $99.4K - $109K
2.51K $1.06M
DDOG
Datadog, Inc.

Technology
2.14K
+ 47.7%
$104.97 - $134.56 $224K - $287K
6.61K $761K
MNST
Monster Beverage Corp

Consumer Defensive
3.22K
+ 59.06%
$45.01 - $52.47 $145K - $169K
8.67K $452K
PWR
Quanta Services, Inc.

Industrials
241
+ 9.98%
$239.58 - $298.23 $57.7K - $71.9K
2.66K $791K
ITOT
Ishares Core S&P Total U.S. St

ETFs
493
+ 2.92%
$113.41 - $125.62 $55.9K - $61.9K
17.4K $2.19M
GKOS
Glaukos Corp

Healthcare
700
+ 9.75%
$113.62 - $135.39 $79.5K - $94.8K
7.88K $1.03M
EPD
Enterprise Products Partners L.P.

Energy
5.48K
+ 5.51%
$27.88 - $30.0 $153K - $164K
105K $3.06M
IAU
Ishares Gold Trust

ETFs
1.48K
+ 9.61%
$44.06 - $50.5 $65.4K - $74.9K
16.9K $841K
DGRO
Ishares Core Dividend Growth E

ETFs
1.78K
+ 18.28%
$57.47 - $62.76 $102K - $112K
11.5K $722K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
142
+ 2.53%
$256.4 - $289.78 $36.4K - $41.1K
5.75K $1.63M
SNY
Sanofi

Healthcare
493
+ 3.53%
$48.54 - $58.53 $23.9K - $28.9K
14.5K $834K
WDAY
Workday, Inc.

Technology
530
+ 43.19%
$207.75 - $264.68 $110K - $140K
1.76K $429K
DAL
Delta Air Lines, Inc.

Industrials
1.66K
+ 8.44%
$37.32 - $51.8 $62K - $86.1K
21.3K $1.08M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.73K
+ 30.49%
$60.13 - $68.17 $104K - $118K
7.4K $500K
VBK
Vanguard Small Cap Growth ETF

ETFs
149
+ 2.37%
$240.48 - $267.94 $35.8K - $39.9K
6.44K $1.72M
STLD
Steel Dynamics Inc

Basic Materials
1.5K
+ 44.98%
N/A
4.83K $473K
IVW
Ishares S&P 500 Growth ETF

ETFs
438
+ 1.39%
$84.77 - $97.13 $37.1K - $42.5K
32K $3.06M
BSX
Boston Scientific Corp

Healthcare
49
+ 0.24%
$72.96 - $84.0 $3.58K - $4.12K
20.4K $1.71M
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
16.9K
+ 124.99%
$7.33 - $8.15 $124K - $138K
30.4K $240K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
5.44K
+ 22.89%
$19.48 - $20.97 $106K - $114K
29.2K $606K
CLX
Clorox CO

Consumer Defensive
276
+ 8.04%
$131.73 - $166.97 $36.4K - $46.1K
3.71K $604K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1.21K
+ 3.46%
$38.51 - $41.69 $46.6K - $50.5K
36.2K $1.51M
XLU
Utilities Sector Spdr

ETFs
906
+ 19.44%
$67.67 - $80.78 $61.3K - $73.2K
5.57K $449K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
239
+ 1.08%
$39.95 - $45.86 $9.55K - $11K
22.4K $1.02M
VOT
Vanguard Mid Cap Growth Index

ETFs
367
+ 12.79%
$218.05 - $243.47 $80K - $89.4K
3.24K $788K
ANET
Arista Networks, Inc.

Technology
175
+ 9.38%
$311.42 - $388.21 $54.5K - $67.9K
2.04K $783K
FELE
Franklin Electric CO Inc

Industrials
715
+ 11.4%
$93.65 - $106.62 $67K - $76.2K
6.99K $732K
BK
Bank Of New York Mellon Corp

Financial Services
372
+ 4.36%
$59.54 - $72.17 $22.1K - $26.8K
8.9K $639K
MET
Metlife Inc

Financial Services
72
+ 0.72%
$67.96 - $82.48 $4.89K - $5.94K
10K $828K
ARCC
Ares Capital Corp

Financial Services
6K
+ 24.99%
$19.8 - $21.28 $119K - $128K
30K $628K
ET
Energy Transfer LP

Energy
10.9K
+ 3.83%
$15.43 - $16.44 $169K - $180K
296K $4.76M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
354
+ 9.95%
$138.85 - $182.81 $49.2K - $64.7K
3.91K $693K
HCA
Hca Healthcare, Inc.

Healthcare
109
+ 11.46%
$315.12 - $406.43 $34.3K - $44.3K
1.06K $430K
RACE
Ferrari N.V.

Consumer Cyclical
137
+ 14.26%
$405.92 - $496.79 $55.6K - $68.1K
1.1K $516K
HLAL
Listed Fds Tr Wahed Ftse Usa S

ETFs
2.11K
+ 25.54%
$47.83 - $52.72 $101K - $111K
10.4K $541K
URI
United Rentals, Inc.

Industrials
11
+ 1.58%
$627.41 - $814.1 $6.9K - $8.96K
706 $571K
TT
Trane Technologies PLC

Industrials
16
+ 0.82%
$314.21 - $388.71 $5.03K - $6.22K
1.96K $761K
MPWR
Monolithic Power Systems Inc

Technology
67
+ 12.01%
$757.04 - $947.16 $50.7K - $63.5K
625 $578K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.32K
+ 20.7%
$81.31 - $83.29 $108K - $110K
7.71K $641K
ALL
Allstate Corp

Financial Services
8
+ 0.21%
$158.43 - $192.86 $1.27K - $1.54K
3.91K $741K
PSA
Public Storage

Real Estate
148
+ 17.39%
$283.13 - $365.01 $41.9K - $54K
999 $363K
AMD
Advanced Micro Devices Inc

Technology
483
+ 2.36%
$128.67 - $183.96 $62.1K - $88.9K
21K $3.44M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
762
+ 2.54%
$49.82 - $52.8 $38K - $40.2K
30.8K $1.62M
AXON
Axon Enterprise, Inc.

Industrials
2
+ 0.19%
$286.16 - $399.6 $572 - $799
1.04K $415K
GABC
German American Bancorp, Inc.

Financial Services
1.1K
+ 5.62%
$33.96 - $41.76 $37.3K - $45.8K
20.6K $798K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
403
+ 8.66%
$127.29 - $141.5 $51.3K - $57K
5.06K $705K
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
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