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
STZ
Constellation Brands, Inc.

Consumer Defensive
699
+ 5.37%
$161.05 - $222.93 $113K - $156K
13.7K $2.52M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
158
+ 3.77%
$283.06 - $421.16 $44.7K - $66.5K
4.35K $1.23M
GKOS
Glaukos Corp

Healthcare
117
+ 1.52%
$96.6 - $161.22 $11.3K - $18.9K
7.82K $769K
ARES
Ares Management Corp

Financial Services
65
+ 0.49%
$140.19 - $198.28 $9.11K - $12.9K
13.3K $1.95M
NOW
Service Now, Inc.

Technology
192
+ 9.28%
$783.83 - $1170.39 $150K - $225K
2.26K $1.8M
CMI
Cummins Inc

Industrials
32
+ 0.28%
$312.92 - $386.07 $10K - $12.4K
11.6K $3.63M
GTLB
Gitlab Inc.

Technology
36
+ 0.08%
$47.0 - $73.14 $1.69K - $2.63K
44.3K $2.08M
AXP
American Express CO

Financial Services
22
+ 0.14%
$255.39 - $325.87 $5.62K - $7.17K
15.8K $4.26M
HI
Hillenbrand, Inc.

Industrials
260
+ 0.36%
$24.14 - $35.33 $6.28K - $9.19K
72.5K $1.75M
TTD
Trade Desk, Inc.

Technology
656
+ 7.45%
$53.59 - $126.58 $35.2K - $83K
9.46K $517K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
97
+ 1.04%
$75.72 - $160.92 $7.34K - $15.6K
9.4K $717K
PYPL
Pay Pal Holdings, Inc.

Financial Services
978
+ 2.4%
$65.15 - $91.81 $63.7K - $89.8K
41.7K $2.72M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
604
+ 2.12%
$165.25 - $224.62 $99.8K - $136K
29.1K $4.84M
ORCL
Oracle Corp

Technology
7.42K
+ 8.9%
$139.81 - $186.47 $1.04M - $1.38M
90.8K $12.7M
IWM
Ishares Russell 2000 ETF

ETFs
3.87K
+ 4.2%
$198.1 - $229.79 $766K - $889K
95.9K $19.1M
DIS
Walt Disney CO

Communication Services
134
+ 0.13%
$96.87 - $114.0 $13K - $15.3K
101K $9.96M
GOOG
Alphabet Inc.

Communication Services
26.1K
+ 15.25%
$156.06 - $207.71 $4.07M - $5.42M
197K $30.8M
AMZN
Amazon Com Inc

Consumer Cyclical
36.8K
+ 12.18%
$190.26 - $242.06 $6.99M - $8.9M
338K $64.4M
AVGO
Broadcom Inc.

Technology
1.48K
+ 2.49%
$167.43 - $244.7 $247K - $361K
60.7K $10.2M
CRM
Salesforce, Inc.

Technology
903
+ 1.13%
$268.36 - $359.95 $242K - $325K
80.9K $21.7M
TSLA
Tesla, Inc.

Consumer Cyclical
3.86K
+ 6.74%
$222.15 - $428.22 $858K - $1.65M
61.1K $15.8M
GOOGL
Alphabet Inc.

Communication Services
740
+ 0.29%
$154.33 - $206.19 $114K - $153K
255K $39.5M
MSFT
Microsoft Corp

Technology
3.39K
+ 1.25%
$375.39 - $447.2 $1.27M - $1.52M
274K $103M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
90.7K
+ 4.25%
$102.49 - $119.96 $9.29M - $10.9M
2.22M $232M
NVDA
Nvidia Corp

Technology
6.89K
+ 1.27%
$106.98 - $149.43 $737K - $1.03M
551K $59.7M
AAPL
Apple Inc.

Technology
30.2K
+ 4.09%
$209.68 - $247.1 $6.33M - $7.46M
768K $171M
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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