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
IYW
Ishares Dj Us Tech ETF

ETFs
348
+ 9.91%
$133.16 - $158.73 $46.3K - $55.2K
3.86K $585K
IT
Gartner Inc

Technology
10
+ 1.12%
$441.32 - $516.47 $4.41K - $5.16K
899 $455K
VOD
Vodafone Group Public LTD CO

Communication Services
3.23K
+ 18.36%
$8.8 - $10.35 $28.4K - $33.4K
20.8K $208K
IQV
Iqvia Holdings Inc.

Healthcare
10
+ 0.53%
$206.81 - $251.55 $2.07K - $2.52K
1.91K $451K
SLV
I Shares Silver Trust

ETFs
250
+ 1.08%
$24.33 - $29.38 $6.08K - $7.35K
23.3K $663K
DELL
Dell Technologies Inc.

Technology
1.5K
+ 22.51%
$87.89 - $145.97 $132K - $219K
8.17K $967K
ALC
Alcon Inc

Healthcare
214
+ 8.89%
$88.07 - $100.79 $18.8K - $21.6K
2.62K $262K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
332
+ 13.51%
$83.76 - $91.82 $27.8K - $30.5K
2.79K $254K
ED
Consolidated Edison Inc

Utilities
62
+ 2.34%
$88.42 - $104.97 $5.48K - $6.51K
2.71K $282K
FE
Firstenergy Corp

Utilities
204
+ 3.44%
$38.25 - $44.54 $7.8K - $9.09K
6.13K $272K
SWKS
Skyworks Solutions, Inc.

Technology
591
+ 30.77%
$96.22 - $120.68 $56.9K - $71.3K
2.51K $248K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
226
+ 7.87%
$101.72 - $112.94 $23K - $25.5K
3.1K $349K
APH
Amphenol Corp

Technology
866
+ 11.96%
$58.39 - $70.41 $50.6K - $61K
8.1K $528K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
292
+ 5.62%
$59.93 - $66.52 $17.5K - $19.4K
5.49K $365K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
118
+ 4.51%
$97.19 - $109.09 $11.5K - $12.9K
2.73K $295K
CTSH
Cognizant Technology Solutions Corp

Technology
62
+ 1.71%
$66.89 - $77.87 $4.15K - $4.83K
3.69K $284K
NIO
Nio Inc.

Consumer Cyclical
12
+ 0.08%
$3.67 - $6.68 $44 - $80.2
15.2K $101K
IDV
Ishares Tr

ETFs
360
+ 3.73%
$27.62 - $30.64 $9.94K - $11K
10K $302K
MPC
Marathon Petroleum Corp

Energy
762
+ 9.13%
$158.61 - $180.75 $121K - $138K
9.11K $1.48M
EOG
Eog Resources Inc

Energy
368
+ 9.53%
$117.9 - $132.65 $43.4K - $48.8K
4.23K $520K
WMB
Williams Companies, Inc.

Energy
337
+ 5.5%
$41.24 - $46.22 $13.9K - $15.6K
6.46K $294K
LYB
Lyondell Basell Industries N.V.

Basic Materials
316
+ 5.62%
$92.56 - $99.46 $29.2K - $31.4K
5.94K $569K
BCS
Barclays PLC

Financial Services
560
+ 3.21%
$10.59 - $12.45 $5.93K - $6.97K
18K $218K
BAC
Bank Of America Corp

Financial Services
1.27K
+ 0.55%
$36.65 - $44.13 $46.4K - $55.8K
231K $9.15M
CHTR
Charter Communications, Inc.

Communication Services
17
+ 1.6%
$290.56 - $383.07 $4.94K - $6.51K
1.08K $349K
AJG
Arthur J. Gallagher & Co.

Financial Services
8
+ 0.59%
$259.22 - $299.75 $2.07K - $2.4K
1.37K $384K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
72
+ 3.09%
$95.1 - $106.76 $6.85K - $7.69K
2.4K $256K
PEAK
Healthpeak Properties, Inc.

Real Estate
1.69K
+ 8.92%
N/A
20.6K $390K
IFF
International Flavors & Fragrances Inc

Basic Materials
79
+ 3.32%
$93.14 - $105.12 $7.36K - $8.3K
2.46K $257K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.17K
+ 11.47%
$42.59 - $60.56 $49.9K - $70.9K
11.4K $574K
SU
Suncor Energy Inc

Energy
1.01K
+ 14.64%
$36.06 - $41.7 $36.5K - $42.2K
7.92K $292K
NOK
Nokia Corp

Technology
3.91K
+ 21.11%
$3.62 - $4.48 $14.1K - $17.5K
22.4K $98K
WSO
Watsco Inc

Industrials
1
+ 0.1%
$448.73 - $519.89 $449 - $520
1.02K $501K
TXN
Texas Instruments Inc

Technology
139
+ 1.39%
$194.6 - $194.6 $27K - $27K
10.1K $1.97M
LII
Lennox International Inc

Industrials
1
+ 0.26%
$523.72 - $620.83 $524 - $621
389 $235K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.13%
$523.84 - $572.02 $524 - $572
756 $430K
DFS
Discover Financial Services

Financial Services
16
+ 0.61%
$123.41 - $144.72 $1.97K - $2.32K
2.65K $371K
ADI
Analog Devices Inc

Technology
77
+ 1.72%
$200.56 - $243.33 $15.4K - $18.7K
4.55K $1.05M
FSLR
First Solar, Inc.

Technology
5
+ 0.49%
$205.36 - $255.78 $1.03K - $1.28K
1.02K $254K
ING
Ing Groep Nv

Financial Services
684
+ 6.48%
$16.55 - $18.66 $11.3K - $12.8K
11.2K $204K
GM
General Motors CO

Consumer Cyclical
4.45K
+ 4.08%
$39.95 - $49.9 $178K - $222K
114K $5.09M
TTE
Total Energies Se

Energy
54
+ 0.53%
$68.61 - $68.61 $3.7K - $3.7K
10.2K $697K
BMO
Bank Of Montreal

Financial Services
59
+ 2.2%
$79.1 - $90.77 $4.67K - $5.36K
2.74K $247K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
22
+ 0.46%
$61.47 - $67.36 $1.35K - $1.48K
4.76K $320K
VTWG
Vanguard Russell 2000 Growth E

ETFs
11
+ 0.99%
$186.75 - $211.16 $2.05K - $2.32K
1.13K $233K
OPEN
Opendoor Technologies Inc.

Real Estate
8.26K
+ 66.08%
$1.6 - $2.92 $13.2K - $24.1K
20.8K $41K
GRMN
Garmin LTD

Technology
4
+ 0.29%
$161.1 - $183.29 $644 - $733
1.38K $243K
LYG
Lloyds Banking Group PLC

Financial Services
51
+ 0.1%
$2.73 - $3.17 $139 - $162
49K $152K
DOV
Dover Corp

Industrials
7
+ 0.5%
$172.5 - $193.03 $1.21K - $1.35K
1.42K $272K
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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