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
GLD
Spdr Gold Trust

ETFs
83
+ 0.66%
$273.71 - $316.29 $22.7K - $26.3K
12.6K $3.85M
STZ
Constellation Brands, Inc.

Consumer Defensive
150
+ 1.23%
$160.0 - $195.62 $24K - $29.3K
12.4K $2.02M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
122
+ 7.31%
$160.22 - $209.35 $19.5K - $25.5K
1.79K $374K
ROP
Roper Technologies Inc

Industrials
44
+ 7.03%
$519.19 - $590.78 $22.8K - $26K
670 $379K
TTWO
Take Two Interactive Software Inc

Communication Services
100
+ 1.88%
$194.58 - $243.05 $19.5K - $24.3K
5.42K $1.32M
ADSK
Autodesk, Inc.

Technology
97
+ 5.35%
N/A
1.91K $469K
CTRA
Coterra Energy Inc.

Energy
942
+ 11.45%
$22.6 - $29.07 $21.3K - $27.4K
9.17K $232K
PAYC
Paycom Software, Inc.

Technology
104
+ 4.99%
$193.07 - $265.71 $20.1K - $27.6K
2.19K $506K
A
Agilent Technologies, Inc.

Healthcare
208
+ 7.78%
$99.29 - $120.52 $20.7K - $25.1K
2.88K $339K
NEM
Newmont Corp

Basic Materials
394
+ 4.45%
$44.18 - $59.46 $17.4K - $23.4K
9.24K $538K
JBL
Jabil Inc

Technology
101
+ 7.47%
$116.88 - $218.1 $11.8K - $22K
1.45K $316K
DRI
Darden Restaurants Inc

Consumer Cyclical
96
+ 7.79%
$186.58 - $225.78 $17.9K - $21.7K
1.33K $289K
AME
Ametek Inc

Industrials
118
+ 9.15%
$151.41 - $182.75 $17.9K - $21.6K
1.41K $254K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
407
+ 0.06%
$39.89 - $49.46 $16.2K - $20.1K
665K $32.9M
IVE
Ishares S&P 500 Value ETF

ETFs
100
+ 0.57%
$168.34 - $195.42 $16.8K - $19.5K
17.7K $3.47M
KLAC
Kla Corp

Technology
21
+ 1.75%
$576.53 - $902.94 $12.1K - $19K
1.22K $1.1M
CTSH
Cognizant Technology Solutions Corp

Technology
242
+ 6.13%
$66.47 - $81.81 $16.1K - $19.8K
4.19K $326K
VST
Vistra Corp.

Utilities
100
+ 1.27%
$98.07 - $195.04 $9.81K - $19.5K
7.97K $1.54M
NUE
Nucor Corp

Basic Materials
134
+ 2.09%
$103.22 - $131.43 $13.8K - $17.6K
6.54K $847K
DXCM
Dexcom Inc

Healthcare
200
+ 1.95%
$59.83 - $87.57 $12K - $17.5K
10.5K $912K
MLM
Martin Marietta Materials Inc

Basic Materials
32
+ 3.77%
$452.51 - $568.19 $14.5K - $18.2K
881 $483K
WDAY
Workday, Inc.

Technology
70
+ 2.3%
$210.47 - $274.71 $14.7K - $19.2K
3.12K $748K
DKNG
Draft Kings Inc.

Consumer Cyclical
370
+ 3.84%
$31.67 - $42.89 $11.7K - $15.9K
10K $429K
DHI
Horton D R Inc

Consumer Cyclical
128
+ 3.41%
$115.1 - $129.63 $14.7K - $16.6K
3.88K $499K
MSCI
Msci Inc.

Financial Services
27
+ 4.06%
$506.56 - $576.74 $13.7K - $15.6K
692 $399K
IT
Gartner Inc

Technology
41
+ 5.16%
$377.5 - $449.52 $15.5K - $18.4K
836 $337K
NSC
Norfolk Southern Corp

Industrials
61
+ 0.81%
$206.34 - $257.46 $12.6K - $15.7K
7.62K $1.95M
SO
Southern CO

Utilities
163
+ 0.82%
$84.91 - $92.56 $13.8K - $15.1K
20K $1.84M
SBAC
Sba Communications Corp

Real Estate
60
+ 6.94%
$208.57 - $243.4 $12.5K - $14.6K
925 $217K
ABC
Amerisourcebergen Corp

Healthcare
75
+ 3.3%
N/A
2.35K $434K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
479
+ 1.69%
$26.18 - $30.91 $12.5K - $14.8K
28.8K $866K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
410
+ 0.73%
$24.38 - $30.18 $10K - $12.4K
56.3K $1.7M
GLW
Corning Inc

Technology
222
+ 2.12%
$39.07 - $52.59 $8.67K - $11.7K
10.7K $561K
DUK
Duke Energy Corp

Utilities
101
+ 0.57%
$112.46 - $124.05 $11.4K - $12.5K
17.7K $2.09M
ARES
Ares Management Corp

Financial Services
67
+ 0.5%
$118.04 - $175.83 $7.91K - $11.8K
13.4K $2.32M
ALL
Allstate Corp

Financial Services
59
+ 1.38%
$180.53 - $212.64 $10.7K - $12.5K
4.33K $871K
APH
Amphenol Corp

Technology
113
+ 1.2%
$59.09 - $98.75 $6.68K - $11.2K
9.52K $939K
SHEL
Shell PLC

Energy
165
+ 0.76%
$59.75 - $73.05 $9.86K - $12.1K
21.9K $1.54M
SYF
Synchrony Financial

Financial Services
162
+ 4.67%
$43.81 - $66.74 $7.1K - $10.8K
3.63K $242K
EL
Estee Lauder Companies Inc

Consumer Defensive
138
+ 4.95%
$50.06 - $80.8 $6.91K - $11.2K
2.93K $236K
KE
Kimball Electronics, Inc.

Industrials
530
+ 1.13%
$12.91 - $19.33 $6.84K - $10.2K
47.5K $912K
GPN
Global Payments Inc

Industrials
124
+ 3.73%
$67.47 - $99.6 $8.37K - $12.4K
3.44K $275K
MGM
Mgm Resorts International

Consumer Cyclical
300
+ 4.36%
$25.79 - $34.95 $7.74K - $10.5K
7.17K $246K
EFX
Equifax Inc

Industrials
36
+ 2.9%
$205.5 - $280.54 $7.4K - $10.1K
1.28K $330K
IDXX
Idexx Laboratories Inc

Healthcare
14
+ 3.45%
$361.04 - $536.34 $5.05K - $7.51K
420 $225K
WCN
Waste Connections, Inc.

Industrials
46
+ 1.15%
$183.26 - $199.95 $8.43K - $9.2K
4.05K $756K
VRSK
Verisk Analytics, Inc.

Industrials
25
+ 2.7%
$277.03 - $321.33 $6.93K - $8.03K
952 $296K
SJM
J M Smucker CO

Consumer Defensive
85
+ 2.48%
$94.41 - $118.52 $8.02K - $10.1K
3.51K $344K
AFL
Aflac Inc

Financial Services
77
+ 0.43%
$99.77 - $112.45 $7.68K - $8.66K
18.1K $1.91M
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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