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
ZTS
Zoetis Inc.

Healthcare
342
+ 6.83%
$144.41 - $170.3 $49.4K - $58.2K
5.35K $834K
SPOT
Spotify Technology S.A.

Communication Services
69
+ 16.16%
$503.3 - $775.9 $34.7K - $53.5K
496 $380K
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.05K
+ 3.34%
$20.42 - $25.3 $41.9K - $51.9K
63.5K $1.61M
PRU
Prudential Financial Inc

Financial Services
475
+ 5.5%
$95.12 - $112.71 $45.2K - $53.5K
9.12K $979K
SYY
Sysco Corp

Consumer Defensive
664
+ 7.49%
$68.0 - $75.91 $45.2K - $50.4K
9.53K $721K
EMR
Emerson Electric CO

Industrials
369
+ 3.16%
$94.15 - $133.33 $34.7K - $49.2K
12K $1.6M
AMAT
Applied Materials Inc

Technology
274
+ 3.2%
$126.95 - $183.52 $34.8K - $50.3K
8.83K $1.62M
AMD
Advanced Micro Devices Inc

Technology
348
+ 1.78%
$78.21 - $143.81 $27.2K - $50K
19.9K $2.82M
MCK
Mckesson Corp

Healthcare
66
+ 4.47%
$652.83 - $732.78 $43.1K - $48.4K
1.54K $1.13M
MDT
Medtronic PLC

Healthcare
543
+ 2.68%
$80.68 - $88.86 $43.8K - $48.3K
20.8K $1.82M
NFLX
Netflix Inc

Communication Services
35
+ 0.49%
$855.86 - $1339.13 $30K - $46.9K
7.13K $9.55M
STLD
Steel Dynamics Inc

Basic Materials
473
+ 3.96%
N/A
12.4K $1.22M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
168
+ 11.09%
$201.28 - $266.34 $33.8K - $44.7K
1.68K $448K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
199
+ 0.66%
$141.37 - $228.57 $28.1K - $45.5K
30.6K $6.93M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
79
+ 8.04%
$468.22 - $566.51 $37K - $44.8K
1.06K $601K
UNP
Union Pacific Corp

Industrials
192
+ 1.32%
$208.27 - $238.46 $40K - $45.8K
14.8K $3.4M
TDG
Trans Digm Group Inc

Industrials
29
+ 10.51%
$1231.75 - $1520.64 $35.7K - $44.1K
305 $463K
AON
Aon PLC

Financial Services
123
+ 5.32%
$335.85 - $398.81 $41.3K - $49.1K
2.43K $868K
AZO
Autozone Inc

Consumer Cyclical
12
+ 16.67%
$3478.38 - $3880.15 $41.7K - $46.6K
84 $311K
CSCO
Cisco Systems, Inc.

Technology
603
+ 0.68%
$53.19 - $69.38 $32.1K - $41.8K
89.7K $6.22M
LEN
Lennar Corp

Consumer Cyclical
359
+ 3.86%
$102.76 - $115.66 $36.9K - $41.5K
9.67K $1.07M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
137
+ 2.98%
$224.16 - $285.86 $30.7K - $39.2K
4.73K $1.35M
WFC
Wells Fargo & Company

Financial Services
488
+ 0.95%
$60.98 - $80.12 $29.8K - $39.1K
52.1K $4.17M
INTU
Intuit Inc

Technology
50
+ 1.94%
$544.07 - $787.63 $27.2K - $39.4K
2.63K $2.07M
ALK
Alaska Air Group, Inc.

Industrials
800
+ 10.36%
$41.01 - $54.88 $32.8K - $43.9K
8.52K $421K
IWM
Ishares Russell 2000 ETF

ETFs
178
+ 0.17%
$174.82 - $215.79 $31.1K - $38.4K
103K $22.2M
IBM
International Business Machines Corp

Technology
130
+ 0.76%
$221.03 - $294.78 $28.7K - $38.3K
17.3K $5.1M
PFE
Pfizer Inc

Healthcare
1.52K
+ 0.82%
$21.59 - $24.84 $32.9K - $37.8K
187K $4.54M
MCHP
Microchip Technology Inc

Technology
530
+ 4.06%
$35.34 - $71.6 $18.7K - $37.9K
13.6K $955K
IWS
Ishares Russell Midcap Value E

ETFs
270
+ 7.65%
$110.58 - $132.14 $29.9K - $35.7K
3.8K $502K
ELV
Elevance Health, Inc.

Healthcare
91
+ 2.58%
$372.27 - $452.69 $33.9K - $41.2K
3.62K $1.41M
SNPS
Synopsys Inc

Technology
69
+ 12.06%
$380.9 - $517.66 $26.3K - $35.7K
641 $328K
PH
Parker Hannifin Corp

Industrials
50
+ 2.8%
$517.23 - $700.54 $25.9K - $35K
1.83K $1.28M
OXY
Occidental Petroleum Corp

Energy
831
+ 5.93%
$36.11 - $49.33 $30K - $41K
14.8K $623K
AVUV
American Centy ETF Tr Avantis

ETFs
363
+ 9.83%
$75.17 - $91.21 $27.3K - $33.1K
4.06K $369K
MAR
Marriott International Inc

Consumer Cyclical
118
+ 2.54%
$211.12 - $274.14 $24.9K - $32.3K
4.76K $1.3M
AIG
American International Group, Inc.

Financial Services
359
+ 2.82%
$77.56 - $87.72 $27.8K - $31.5K
13.1K $1.12M
C
Citigroup Inc

Financial Services
367
+ 0.56%
$58.13 - $85.12 $21.3K - $31.2K
66.3K $5.65M
HCA
Hca Healthcare, Inc.

Healthcare
80
+ 7.09%
$317.61 - $387.52 $25.4K - $31K
1.21K $463K
MDLZ
Mondelez International, Inc.

Consumer Defensive
455
+ 1.08%
$63.54 - $68.5 $28.9K - $31.2K
42.8K $2.88M
TRGP
Targa Resources Corp.

Energy
166
+ 11.07%
$157.32 - $205.72 $26.1K - $34.1K
1.67K $290K
DG
Dollar General Corp

Consumer Defensive
249
+ 10.8%
$86.02 - $114.95 $21.4K - $28.6K
2.55K $292K
MUB
Ishares National Muni Bond ETF

ETFs
275
+ 0.66%
$102.31 - $105.8 $28.1K - $29.1K
42K $4.39M
APP
App Lovin Corp

Technology
84
+ 17.57%
$219.37 - $417.89 $18.4K - $35.1K
562 $196K
EOG
Eog Resources Inc

Energy
230
+ 4.71%
$104.61 - $129.97 $24.1K - $29.9K
5.12K $612K
T
At&T Inc.

Communication Services
945
+ 0.56%
$26.33 - $28.94 $24.9K - $27.3K
170K $4.91M
WELL
Welltower Inc.

Real Estate
174
+ 4.11%
$136.49 - $155.22 $23.7K - $27K
4.41K $677K
ISRG
Intuitive Surgical Inc

Healthcare
49
+ 1.09%
$451.58 - $565.94 $22.1K - $27.7K
4.55K $2.47M
DVY
Ishares Tr

ETFs
200
+ 0.85%
$118.37 - $134.86 $23.7K - $27K
23.8K $3.16M
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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