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
ALC
Alcon Inc

Healthcare
12
+ 0.45%
$82.73 - $96.8 $993 - $1.16K
2.69K $255K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.19K
+ 13.32%
$21.23 - $23.75 $46.6K - $52.1K
18.7K $401K
HMC
Honda Motor CO LTD

Consumer Cyclical
1.36K
+ 18.45%
$26.9 - $30.41 $36.4K - $41.2K
8.7K $236K
MCHP
Microchip Technology Inc

Technology
2.3K
+ 24.21%
$48.41 - $64.3 $111K - $148K
11.8K $570K
VDC
Vanguard Consumer Staples ETF

ETFs
65
+ 4.04%
$206.54 - $226.16 $13.4K - $14.7K
1.67K $366K
IYF
Ishares Tr

ETFs
138
+ 2.94%
$107.69 - $119.37 $14.9K - $16.5K
4.84K $545K
SU
Suncor Energy Inc

Energy
3
+ 0.04%
$34.27 - $40.63 $103 - $122
8.08K $312K
ORCC
Owl Rock Capital Corp

Financial Services
1.83K
+ 2.81%
N/A
66.8K $894K
VOD
Vodafone Group Public LTD CO

Communication Services
1.36K
+ 11.21%
$8.05 - $9.86 $11K - $13.4K
13.5K $126K
DKNG
Draft Kings Inc.

Consumer Cyclical
1.65K
+ 20.52%
$33.21 - $53.49 $54.6K - $88K
9.66K $320K
RACE
Ferrari N.V.

Consumer Cyclical
42
+ 4.11%
$413.73 - $508.15 $17.4K - $21.3K
1.06K $454K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
264
+ 2.03%
$25.81 - $28.52 $6.81K - $7.53K
13.3K $366K
HRTX
Heron Therapeutics, Inc.

Healthcare
4.62K
+ 34.13%
$1.47 - $2.55 $6.79K - $11.8K
18.2K $39K
ARGX
Argenx Se

Healthcare
44
+ 11.43%
$571.0 - $671.75 $25.1K - $29.6K
429 $253K
SQ
Block, Inc.

Technology
1.88K
+ 55.42%
$54.04 - $92.95 $101K - $174K
5.26K $301K
DFS
Discover Financial Services

Financial Services
112
+ 4.48%
$152.99 - $203.25 $17.1K - $22.8K
2.61K $445K
QCOM
Qualcomm Inc

Technology
84
+ 0.19%
$151.94 - $175.86 $12.8K - $14.8K
43.4K $6.67M
PSA
Public Storage

Real Estate
41
+ 3.22%
$288.99 - $313.98 $11.8K - $12.9K
1.31K $392K
NMR
Nomura Holdings Inc

Financial Services
1K
+ 7.88%
$5.56 - $6.98 $5.58K - $7K
13.7K $84K
MET
Metlife Inc

Financial Services
332
+ 3.3%
$77.7 - $87.0 $25.8K - $28.9K
10.4K $833K
DELL
Dell Technologies Inc.

Technology
2.54K
+ 27.68%
$90.34 - $124.66 $229K - $316K
11.7K $1.07M
VCEL
Vericel Corp

Healthcare
1.93K
+ 26.3%
$44.5 - $61.8 $85.9K - $119K
9.27K $413K
CBRE
Cbre Group, Inc.

Real Estate
85
+ 3.99%
$121.79 - $147.13 $10.4K - $12.5K
2.22K $289K
BALL
Ball Corp

Consumer Cyclical
567
+ 8.01%
$49.04 - $56.53 $27.8K - $32.1K
7.65K $398K
XYL
Xylem Inc.

Industrials
33
+ 1.78%
$114.02 - $132.04 $3.76K - $4.36K
1.89K $225K
INTU
Intuit Inc

Technology
73
+ 3.09%
$555.63 - $630.23 $40.6K - $46K
2.44K $1.5M
OKE
Oneok Inc

Energy
182
+ 2.64%
$89.57 - $109.85 $16.3K - $20K
7.09K $703K
EPI
Wisdomtree Tr India Earnings F

ETFs
677
+ 5.29%
$40.08 - $45.85 $27.1K - $31K
13.5K $588K
APO
Apollo Global Management, Inc.

Financial Services
367
+ 24.35%
$126.01 - $172.06 $46.2K - $63.1K
1.87K $256K
OXY
Occidental Petroleum Corp

Energy
174
+ 1.39%
$45.45 - $52.7 $7.91K - $9.17K
12.7K $624K
CTSH
Cognizant Technology Solutions Corp

Technology
126
+ 3.41%
$75.32 - $90.7 $9.49K - $11.4K
3.82K $292K
MTB
M&T Bank Corp

Financial Services
120
+ 7.6%
$170.47 - $201.98 $20.5K - $24.2K
1.7K $303K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
70
+ 7.96%
$522.96 - $601.18 $36.6K - $42.1K
949 $506K
BWXT
Bwx Technologies, Inc.

Industrials
568
+ 14.42%
$96.59 - $128.46 $54.9K - $73K
4.51K $444K
GAB
Gabelli Equity Trust Inc

Financial Services
208
+ 0.65%
$5.36 - $5.67 $1.11K - $1.18K
32.4K $178K
GLW
Corning Inc

Technology
353
+ 5.45%
$44.91 - $54.25 $15.9K - $19.2K
6.83K $312K
JEPI
J P Morgan Exchange Traded Fd

ETFs
100
+ 2.53%
$56.17 - $59.71 $5.62K - $5.97K
4.05K $231K
MVIS
Microvision, Inc.

Technology
4K
+ 6.99%
N/A
61.2K $64K
IP
International Paper CO

Consumer Cyclical
199
+ 1.34%
$49.38 - $60.09 $9.83K - $12K
15K $802K
EW
Edwards Lifesciences Corp

Healthcare
142
+ 2.84%
$67.95 - $76.19 $9.65K - $10.8K
5.14K $372K
IVE
Ishares S&P 500 Value ETF

ETFs
44
+ 0.26%
$185.78 - $198.58 $8.17K - $8.74K
17.3K $3.29M
PODD
Insulet Corp

Healthcare
6
+ 0.75%
$237.06 - $288.29 $1.42K - $1.73K
801 $210K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
121
+ 9.52%
$221.78 - $273.45 $26.8K - $33.1K
1.39K $316K
VIG
Vanguard Dividend Appreciation

ETFs
8
+ 0.12%
N/A
6.52K $1.19M
PFF
Ishares Trust Ishares Pfd And

ETFs
294
+ 3.1%
$30.73 - $32.26 $9.03K - $9.48K
9.77K $300K
DOCU
Docusign, Inc.

Technology
314
+ 11.1%
$74.7 - $97.7 $23.5K - $30.7K
3.14K $255K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
24
+ 0.79%
$90.0 - $96.32 $2.16K - $2.31K
3.07K $282K
SJNK
Spdr Bloomberg Short Term High

ETFs
127
+ 0.55%
$25.08 - $25.64 $3.19K - $3.26K
23.1K $581K
MSCI
Msci Inc.

Financial Services
37
+ 6.35%
$541.46 - $628.34 $20K - $23.2K
620 $350K
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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