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
BDX
Becton Dickinson & CO

Healthcare
46
+ 2.8%
$165.15 - $226.42 $7.6K - $10.4K
1.69K $291K
MCO
Moodys Corp

Financial Services
14
+ 0.76%
$396.7 - $501.59 $5.55K - $7.02K
1.85K $928K
COIN
Coinbase Global, Inc.

Technology
20
+ 0.42%
$151.47 - $375.07 $3.03K - $7.5K
4.75K $1.66M
MAS
Masco Corp

Industrials
101
+ 2.78%
$58.73 - $71.06 $5.93K - $7.18K
3.73K $240K
SAP
Sap Se

Technology
18
+ 0.53%
$237.53 - $309.8 $4.28K - $5.58K
3.4K $1.03M
AJG
Arthur J. Gallagher & Co.

Financial Services
20
+ 1.26%
$310.86 - $348.77 $6.22K - $6.98K
1.6K $513K
ADBE
Adobe Inc.

Technology
16
+ 0.44%
$340.0 - $420.68 $5.44K - $6.73K
3.67K $1.42M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
683
+ 5.38%
$8.28 - $9.42 $5.66K - $6.43K
13.4K $125K
ING
Ing Groep Nv

Financial Services
234
+ 1.59%
$16.62 - $21.98 $3.89K - $5.14K
15K $327K
ROST
Ross Stores, Inc.

Consumer Cyclical
34
+ 1.64%
$126.62 - $154.26 $4.31K - $5.24K
2.1K $268K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
60
+ 0.49%
$90.21 - $112.66 $5.41K - $6.76K
12.4K $1.13M
HLN
Haleon PLC

Healthcare
468
+ 1.94%
$9.27 - $11.41 $4.34K - $5.34K
24.6K $255K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
10
+ 0.56%
$483.07 - $625.6 $4.83K - $6.26K
1.8K $943K
WRB
Berkley W R Corp

Financial Services
72
+ 1.58%
$64.28 - $75.17 $4.63K - $5.41K
4.64K $340K
WMS
Advanced Drainage Systems, Inc.

Industrials
36
+ 0.68%
$96.79 - $123.55 $3.48K - $4.45K
5.31K $610K
EW
Edwards Lifesciences Corp

Healthcare
62
+ 1.07%
$67.07 - $78.22 $4.16K - $4.85K
5.88K $459K
BK
Bank Of New York Mellon Corp

Financial Services
39
+ 0.53%
$73.31 - $91.62 $2.86K - $3.57K
7.45K $678K
SONY
Sony Group Corp

Technology
149
+ 0.56%
$21.24 - $26.88 $3.16K - $4.01K
26.8K $696K
GD
General Dynamics Corp

Industrials
14
+ 0.18%
$247.68 - $291.66 $3.47K - $4.08K
7.9K $2.3M
SRE
Sempra Energy

Utilities
58
+ 1.05%
$63.78 - $78.91 $3.7K - $4.58K
5.57K $421K
ASML
Asml Holding Nv

Technology
4
+ 0.15%
$595.37 - $815.24 $2.38K - $3.26K
2.62K $2.1M
ANSS
Ansys Inc

Technology
11
+ 1.85%
$284.19 - $351.22 $3.13K - $3.86K
604 $212K
CCI
Crown Castle International Corp

Real Estate
36
+ 0.19%
$94.83 - $107.06 $3.41K - $3.85K
19.2K $1.97M
BP
Bp PLC

Energy
129
+ 0.42%
$26.11 - $33.81 $3.37K - $4.36K
30.6K $917K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
150
+ 0.28%
$22.92 - $28.05 $3.44K - $4.21K
54K $1.52M
USB
Us Bancorp \De\

Financial Services
67
+ 0.25%
$36.4 - $45.76 $2.44K - $3.07K
27.2K $1.23M
FCX
Freeport Mcmoran Inc

Basic Materials
62
+ 0.29%
$29.15 - $44.46 $1.81K - $2.76K
21.5K $932K
CL
Colgate Palmolive CO

Consumer Defensive
32
+ 0.26%
$87.57 - $96.0 $2.8K - $3.07K
12.2K $1.11M
PNC
Pnc Financial Services Group, Inc.

Financial Services
19
+ 0.31%
$149.76 - $186.42 $2.85K - $3.54K
6.14K $1.14M
BCS
Barclays PLC

Financial Services
211
+ 0.94%
$12.69 - $18.61 $2.68K - $3.93K
22.6K $420K
O
Realty Income Corp

Real Estate
27
+ 0.32%
$52.27 - $58.52 $1.41K - $1.58K
8.38K $483K
WSO
Watsco Inc

Industrials
4
+ 0.39%
$421.84 - $520.66 $1.69K - $2.08K
1.04K $457K
GILD
Gilead Sciences, Inc.

Healthcare
16
+ 0.12%
$96.91 - $113.0 $1.55K - $1.81K
13.3K $1.47M
NTRS
Northern Trust Corp

Financial Services
15
+ 0.58%
$84.45 - $126.79 $1.27K - $1.9K
2.6K $329K
ETR
Entergy Corp

Utilities
16
+ 0.1%
$79.01 - $86.61 $1.26K - $1.39K
15.5K $1.29M
VTRS
Viatris Inc

Healthcare
174
+ 0.98%
$7.26 - $9.12 $1.26K - $1.59K
17.9K $160K
RSG
Republic Services, Inc.

Industrials
1
+ 0.04%
$227.2 - $258.07 $227 - $258
2.51K $618K
PWR
Quanta Services, Inc.

Industrials
2
+ 0.09%
$239.47 - $381.26 $479 - $763
2.24K $845K
PFGC
Performance Food Group CO

Consumer Defensive
19
+ 0.54%
$71.62 - $89.56 $1.36K - $1.7K
3.53K $308K
BTI
British American Tobacco P.L.C.

Consumer Defensive
18
+ 0.08%
$39.43 - $49.34 $710 - $888
21.8K $1.03M
NXPI
Nxp Semiconductors N.V.

Technology
1
+ 0.03%
$153.5 - $218.72 $154 - $219
3.35K $731K
TT
Trane Technologies PLC

Industrials
2
+ 0.1%
$315.21 - $437.41 $630 - $875
2.07K $906K
APO
Apollo Global Management, Inc.

Financial Services
5
+ 0.2%
$108.68 - $145.07 $543 - $725
2.56K $363K
NGG
National Grid PLC

Utilities
8
+ 0.26%
$62.74 - $74.79 $502 - $598
3.13K $233K
CDNS
Cadence Design Systems Inc

Technology
2
+ 0.09%
$231.64 - $323.08 $463 - $646
2.11K $651K
BROS
Dutch Bros Inc.

Consumer Cyclical
24
+ 0.52%
$51.37 - $73.72 $1.23K - $1.77K
4.65K $317K
MMM
3 M CO

Industrials
2
+ 0.02%
$126.09 - $154.15 $252 - $308
9.44K $1.44M
CAH
Cardinal Health Inc

Healthcare
2
+ 0.08%
$125.0 - $168.0 $250 - $336
2.53K $425K
HIG
Hartford Financial Services Group, Inc.

Financial Services
3
+ 0.16%
$109.83 - $131.67 $329 - $395
1.86K $235K
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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