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
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.03K
+ 25.58%
$96.93 - $109.51 $99.5K - $112K
5.04K $493K
FAST
Fastenal CO

Industrials
153
+ 1.48%
$71.11 - $79.98 $10.9K - $12.2K
10.5K $813K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
420
+ 3.94%
$126.11 - $135.06 $53K - $56.7K
11.1K $1.43M
KKR
Kkr & Co. Inc.

Financial Services
2.01K
+ 39.57%
$108.17 - $167.07 $217K - $335K
7.08K $818K
NSC
Norfolk Southern Corp

Industrials
227
+ 3.18%
$227.69 - $259.76 $51.7K - $59K
7.36K $1.74M
HCA
Hca Healthcare, Inc.

Healthcare
76
+ 8.11%
$296.7 - $345.55 $22.5K - $26.3K
1.01K $350K
NIO
Nio Inc.

Consumer Cyclical
19.5K
+ 163.87%
$3.75 - $5.22 $73.3K - $102K
31.5K $119K
MFG
Mizuho Financial Group Inc

Financial Services
8.25K
+ 23.63%
$4.83 - $6.04 $39.9K - $49.8K
43.2K $237K
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
6.33K
+ 13.27%
$7.63 - $8.31 $48.3K - $52.6K
54K $434K
WPC
W. P. Carey Inc.

Real Estate
320
+ 5.93%
$53.5 - $65.05 $17.1K - $20.8K
5.72K $360K
UBS
Ubs Group Ag

Financial Services
1.89K
+ 14.48%
$30.28 - $35.78 $57.3K - $67.7K
14.9K $457K
WMB
Williams Companies, Inc.

Energy
432
+ 6.73%
$54.02 - $61.09 $23.3K - $26.4K
6.85K $409K
EXC
Exelon Corp

Utilities
127
+ 1.96%
$37.3 - $46.08 $4.74K - $5.85K
6.62K $305K
SPGI
S&P Global Inc.

Financial Services
29
+ 0.65%
$478.26 - $543.77 $13.9K - $15.8K
4.47K $2.27M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.84K
+ 6.81%
$120.24 - $134.3 $341K - $381K
44.5K $5.43M
PH
Parker Hannifin Corp

Industrials
169
+ 10.25%
$591.65 - $707.05 $100K - $119K
1.82K $1.11M
JCI
Johnson Controls International PLC

Industrials
601
+ 8.53%
$76.12 - $90.6 $45.7K - $54.5K
7.65K $612K
OTIS
Otis Worldwide Corp

Industrials
67
+ 1.49%
$90.77 - $104.01 $6.08K - $6.97K
4.55K $469K
HES
Hess Corp

Energy
66
+ 4.23%
$135.42 - $160.52 $8.94K - $10.6K
1.63K $259K
EBAY
Ebay Inc

Consumer Cyclical
213
+ 3.4%
$61.61 - $70.93 $13.1K - $15.1K
6.48K $438K
DFAE
Dimensional ETF Tr

ETFs
1.42K
+ 6.17%
$24.64 - $26.86 $35K - $38.1K
24.4K $632K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
899
+ 9.06%
$32.74 - $36.2 $29.4K - $32.5K
10.8K $378K
WSO
Watsco Inc

Industrials
24
+ 2.33%
$463.86 - $530.75 $11.1K - $12.7K
1.06K $536K
DASH
Door Dash, Inc.

Communication Services
133
+ 9.37%
$168.37 - $213.38 $22.4K - $28.4K
1.55K $283K
PPL
Ppl Corp

Utilities
29
+ 0.24%
$31.68 - $36.11 $919 - $1.05K
12.2K $438K
BROS
Dutch Bros Inc.

Consumer Cyclical
17
+ 0.37%
$55.77 - $85.37 $948 - $1.45K
4.62K $285K
UL
Unilever PLC

Consumer Defensive
50
+ 0.35%
$54.72 - $60.29 $2.74K - $3.01K
14.3K $850K
VHT
Vanguard Health Care ETF

ETFs
2
+ 0.05%
$254.06 - $273.83 $508 - $548
3.77K $998K
EVRG
Evergy, Inc.

Utilities
126
+ 2.94%
$59.9 - $69.52 $7.55K - $8.76K
4.41K $304K
STLD
Steel Dynamics Inc

Basic Materials
414
+ 7.85%
N/A
5.69K $557K
CPRT
Copart Inc

Consumer Cyclical
779
+ 13.71%
$52.3 - $59.83 $40.7K - $46.6K
6.46K $365K
NOK
Nokia Corp

Technology
3.83K
+ 17.7%
$4.43 - $5.42 $16.9K - $20.7K
25.4K $134K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
403
+ 5.22%
$81.83 - $82.73 $33K - $33.3K
8.12K $671K
D
Dominion Energy, Inc

Utilities
62
+ 0.4%
$52.85 - $57.43 $3.28K - $3.56K
15.5K $867K
FTNT
Fortinet, Inc.

Technology
211
+ 2.18%
$92.49 - $114.57 $19.5K - $24.2K
9.91K $953K
BHP
Bhp Group LTD

Basic Materials
763
+ 10.25%
$48.18 - $52.11 $36.8K - $39.8K
8.21K $398K
IHF
Ishares Tr

ETFs
45
+ 0.69%
$47.84 - $53.21 $2.15K - $2.39K
6.54K $345K
RF
Regions Financial Corp

Financial Services
2.48K
+ 21.02%
$20.84 - $24.77 $51.6K - $61.4K
14.3K $310K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
151
+ 0.48%
$49.67 - $51.43 $7.5K - $7.77K
31.6K $1.61M
GRMN
Garmin LTD

Technology
84
+ 6.06%
$204.55 - $241.93 $17.2K - $20.3K
1.47K $318K
FNDC
Schwab Fundamental Intl Small

ETFs
19
+ 0.12%
$33.34 - $37.44 $633 - $711
16K $578K
CHTR
Charter Communications, Inc.

Communication Services
7
+ 0.62%
$334.89 - $384.77 $2.34K - $2.69K
1.13K $417K
UNM
Unum Group

Financial Services
10
+ 0.28%
$71.8 - $83.34 $718 - $833
3.57K $290K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
107
+ 1.42%
$51.39 - $57.43 $5.5K - $6.15K
7.63K $423K
CPB
Campbell Soup CO

Consumer Defensive
1.27K
+ 12.19%
$37.29 - $42.04 $47.3K - $53.3K
11.7K $466K
TTE
Total Energies Se

Energy
433
+ 4.6%
N/A
9.86K $676K
WDAY
Workday, Inc.

Technology
317
+ 17.04%
$233.53 - $277.82 $74K - $88.1K
2.18K $508K
SRCE
1 St Source Corp

Financial Services
254
+ 2.51%
$54.91 - $67.65 $13.9K - $17.2K
10.4K $620K
HLAL
Listed Fds Tr Wahed Ftse Usa S

ETFs
1.42K
+ 13.38%
$48.33 - $54.35 $68.8K - $77.4K
12.1K $589K
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
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