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
NOC
Northrop Grumman Corp

Industrials
122
+ 5.04%
$433.45 - $513.82 $52.9K - $62.7K
2.55K $1.3M
RYLD
Global X Fds Russell 2000 Cove

ETFs
12.2K
+ 75.94%
$14.93 - $16.85 $182K - $205K
28.2K $425K
NEM
Newmont Corp

Basic Materials
2.08K
+ 36.43%
$37.79 - $48.39 $78.5K - $101K
7.78K $375K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
6.75K
+ 18.13%
$11.66 - $14.98 $78.6K - $101K
44K $599K
GPC
Genuine Parts CO

Consumer Cyclical
1.32K
+ 65.84%
$115.91 - $129.02 $153K - $171K
3.33K $396K
EFG
Msci Eafe Growth ETF

ETFs
1.25K
+ 11.88%
$96.1 - $106.37 $120K - $133K
11.8K $1.18M
ETR
Entergy Corp

Utilities
94
+ 0.61%
$75.26 - $87.89 $7.07K - $8.26K
15.5K $1.33M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4.08K
+ 12.53%
$36.63 - $37.45 $149K - $153K
36.6K $1.35M
RIO
Rio Tinto PLC

Basic Materials
2.37K
+ 58.57%
$58.19 - $64.29 $138K - $152K
6.4K $384K
AJG
Arthur J. Gallagher & Co.

Financial Services
172
+ 12.43%
$275.89 - $345.24 $47.5K - $59.4K
1.56K $537K
SAN
Banco Santander, S.A.

Financial Services
8.78K
+ 22.21%
$4.46 - $7.14 $39.2K - $62.7K
48.3K $323K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
5.22K
+ 12.28%
$24.6 - $24.99 $128K - $130K
47.7K $1.19M
MPWR
Monolithic Power Systems Inc

Technology
254
+ 47.12%
$565.7 - $720.25 $144K - $183K
793 $459K
MPLX
Mplx LP

Energy
1.88K
+ 31.12%
$47.88 - $54.65 $89.9K - $103K
7.91K $423K
HSBC
Hsbc Holdings PLC

Financial Services
1.11K
+ 12.68%
$48.68 - $61.58 $53.8K - $68K
9.82K $563K
COF
Capital One Financial Corp

Financial Services
695
+ 12.6%
$163.87 - $209.82 $114K - $146K
6.21K $1.11M
BK
Bank Of New York Mellon Corp

Financial Services
794
+ 8.78%
$75.42 - $88.95 $59.9K - $70.6K
9.84K $824K
ADP
Automatic Data Processing Inc

Industrials
92
+ 1.19%
$286.85 - $318.64 $26.4K - $29.3K
7.82K $2.39M
AON
Aon PLC

Financial Services
101
+ 4.67%
$348.44 - $409.32 $35.2K - $41.3K
2.26K $903K
PDI
Pimco Dynamic Income Fund

Financial Services
4.01K
+ 12.74%
$18.51 - $20.05 $74.3K - $80.5K
35.5K $703K
ABC
Amerisourcebergen Corp

Healthcare
672
+ 45.78%
N/A
2.14K $396K
COIN
Coinbase Global, Inc.

Technology
1.71K
+ 75.99%
$172.23 - $301.3 $294K - $515K
3.96K $681K
TRV
Travelers Companies, Inc.

Financial Services
6
+ 0.12%
$232.43 - $265.13 $1.39K - $1.59K
5.07K $1.34M
MBIN
Merchants Bancorp

Financial Services
8
+ 0.0%
$34.75 - $43.49 $278 - $348
225K $8.34M
TPL
Texas Pacific Land Corp

Energy
2
+ 0.38%
$1180.08 - $1431.01 $2.36K - $2.86K
532 $704K
DFIV
Dimensional ETF Tr

ETFs
312
+ 1.15%
$35.33 - $40.77 $11K - $12.7K
27.3K $1.08M
WFC
Wells Fargo & Company

Financial Services
553
+ 1.13%
$66.78 - $81.42 $36.9K - $45K
49.6K $3.56M
WELL
Welltower Inc.

Real Estate
58
+ 1.6%
$124.05 - $156.86 $7.19K - $9.1K
3.68K $563K
TJX
Tjx Companies Inc

Consumer Cyclical
683
+ 3.27%
$112.81 - $126.16 $77K - $86.2K
21.6K $2.63M
VDE
Vanguard Energy ETF

ETFs
161
+ 1.68%
$119.14 - $132.76 $19.2K - $21.4K
9.72K $1.26M
DFAI
Dimensional ETF Tr

ETFs
2.07K
+ 13.37%
$28.88 - $32.4 $59.9K - $67.2K
17.6K $549K
ING
Ing Groep Nv

Financial Services
2.47K
+ 21.56%
$15.51 - $20.74 $38.3K - $51.2K
13.9K $272K
ED
Consolidated Edison Inc

Utilities
302
+ 11.1%
$88.0 - $110.59 $26.6K - $33.4K
3.02K $334K
XLU
Utilities Sector Spdr

ETFs
946
+ 19.2%
$74.7 - $80.27 $70.7K - $75.9K
5.87K $463K
CEG
Constellation Energy Corp

Utilities
961
+ 21.7%
$201.63 - $347.44 $194K - $334K
5.39K $1.09M
TRGP
Targa Resources Corp.

Energy
282
+ 18.46%
$178.44 - $217.22 $50.3K - $61.3K
1.81K $362K
RELX
Relx PLC

Communication Services
1.08K
+ 15.47%
$45.34 - $51.91 $49.1K - $56.2K
8.09K $407K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
2.16K
+ 14.24%
$9.49 - $14.83 $20.5K - $32K
17.3K $235K
LYG
Lloyds Banking Group PLC

Financial Services
7.85K
+ 16.01%
$2.58 - $3.9 $20.2K - $30.6K
56.9K $217K
SNY
Sanofi

Healthcare
786
+ 14.3%
$48.15 - $59.42 $37.8K - $46.7K
6.28K $348K
NUE
Nucor Corp

Basic Materials
593
+ 18.98%
$114.48 - $142.52 $67.9K - $84.5K
3.72K $447K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.78K
+ 22.34%
$33.84 - $37.77 $60.1K - $67K
9.72K $353K
HWM
Howmet Aerospace Inc.

Industrials
184
+ 6.61%
$110.79 - $139.39 $20.4K - $25.6K
2.97K $385K
BCS
Barclays PLC

Financial Services
2.72K
+ 14.72%
$12.69 - $16.25 $34.6K - $44.3K
21.2K $326K
VNQ
Vanguard Specialized Funds Van

ETFs
848
+ 27.44%
$85.55 - $94.34 $72.5K - $80K
3.94K $356K
DVN
Devon Energy Corp

Energy
305
+ 2.1%
$33.15 - $38.55 $10.1K - $11.8K
14.8K $553K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
4.14K
+ 25.94%
$14.13 - $16.72 $58.5K - $69.2K
20.1K $310K
CL
Colgate Palmolive CO

Consumer Defensive
474
+ 4.07%
$85.68 - $97.5 $40.6K - $46.2K
12.1K $1.13M
SPG
Simon Property Group Inc

Real Estate
758
+ 9.18%
$159.48 - $187.78 $121K - $142K
9.01K $1.5M
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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