Valeo Financial Advisors, LLC New Holdings in Q2 2025

Valeo Financial Advisors, LLC

  • $36.8 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GBIL
Goldman Sachs Access Treasury

ETFs
41.1M
New
$99.83 - $100.19 $4.1B - $4.11B
41.1M $4.11B
PNR
Pentair PLC

Industrials
1M
New
$76.17 - $103.58 $76.4M - $104M
1M $103M
NVT
N Vent Electric PLC

Industrials
661K
New
$45.2 - $73.35 $29.9M - $48.5M
661K $48.4M
TWLO
Twilio Inc

Communication Services
299K
New
$81.34 - $124.36 $24.3M - $37.2M
299K $37.2M
EXPE
Expedia Group, Inc.

Consumer Cyclical
153K
New
$136.63 - $176.62 $20.9M - $27.1M
153K $25.8M
WF
Woori Financial Group Inc.

Financial Services
364K
New
$30.46 - $49.73 $11.1M - $18.1M
364K $18.1M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
313K
New
$50.56 - $59.57 $15.8M - $18.6M
313K $16.2M
MP
Mp Materials Corp.

Basic Materials
451K
New
$18.77 - $37.74 $8.46M - $17M
451K $15M
PDD
Pinduoduo Inc.

Consumer Cyclical
126K
New
$88.35 - $122.19 $11.1M - $15.4M
126K $13.2M
ABNB
Airbnb, Inc.

Consumer Cyclical
81.5K
New
$105.69 - $140.64 $8.61M - $11.5M
81.5K $10.8M
MOS
Mosaic CO

Basic Materials
186K
New
$22.76 - $36.95 $4.24M - $6.88M
186K $6.79M
TGNA
Tegna Inc

Communication Services
328K
New
$15.42 - $18.98 $5.06M - $6.23M
328K $5.5M
VICI
Vici Properties Inc.

Real Estate
153K
New
$29.41 - $32.97 $4.49M - $5.03M
153K $4.97M
JD
Jd.Com, Inc.

Consumer Cyclical
102K
New
$31.44 - $41.32 $3.19M - $4.2M
102K $3.32M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
154K
New
$15.5 - $20.28 $2.39M - $3.13M
154K $3.13M
SSO
Proshares Ultra S&P 500

ETFs
20.1K
New
$64.8 - $97.72 $1.3M - $1.97M
20.1K $1.97M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
17.7K
New
$102.02 - $103.5 $1.81M - $1.84M
17.7K $1.82M
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
45.8K
New
$29.03 - $38.72 $1.33M - $1.77M
45.8K $1.75M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
53.9K
New
$22.92 - $28.05 $1.23M - $1.51M
53.9K $1.51M
ROIV
Roivant Sciences Ltd.

Healthcare
102K
New
$9.08 - $11.62 $922K - $1.18M
102K $1.14M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
35.3K
New
$26.94 - $34.72 $951K - $1.23M
35.3K $1.11M
RDVY
First Trust Rising Dividend Ac

ETFs
17.5K
New
$51.6 - $62.74 $902K - $1.1M
17.5K $1.1M
NU
Nu Holdings Ltd.

Financial Services
64.8K
New
$9.6 - $13.72 $622K - $889K
64.8K $889K
VIS
Vanguard Industrial ETF

ETFs
3.07K
New
$220.04 - $280.07 $675K - $859K
3.07K $859K
VFH
Vanguard Financial ETF

ETFs
6.73K
New
$104.87 - $127.3 $705K - $856K
6.73K $856K
VPU
Vanguard Utilities ETF

ETFs
4.44K
New
$158.36 - $178.82 $703K - $793K
4.44K $783K
TLT
Ishares Barclays 20+ Year Trea

ETFs
8.81K
New
$83.97 - $92.85 $740K - $818K
8.81K $777K
WGMI
Valkyrie ETF Tr Ii Bitcoin Min
30K
New
$11.49 - $22.74 $345K - $682K
30K $651K
UST
Proshares Ultra 7 10 Yr Treasu

ETFs
13.3K
New
$41.2 - $45.0 $547K - $597K
13.3K $574K
NRG
Nrg Energy, Inc.

Utilities
3.37K
New
$83.61 - $162.67 $282K - $548K
3.37K $541K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.35K
New
$171.4 - $227.1 $403K - $534K
2.35K $533K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.76K
New
$77.74 - $78.78 $526K - $533K
6.76K $532K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3.52K
New
$104.23 - $134.39 $367K - $473K
3.52K $473K
NTAP
Net App, Inc.

Technology
4.42K
New
$76.1 - $106.55 $336K - $471K
4.42K $470K
JOBY
Joby Aviation, Inc.

Industrials
43.7K
New
$5.33 - $10.55 $233K - $461K
43.7K $461K
CAH
Cardinal Health Inc

Healthcare
2.53K
New
$125.0 - $168.0 $316K - $425K
2.53K $424K
ADM
Archer Daniels Midland CO

Consumer Defensive
7.28K
New
$41.79 - $54.16 $304K - $394K
7.28K $384K
ACHR
Archer Aviation Inc.

Industrials
34.6K
New
$6.2 - $13.3 $215K - $461K
34.6K $375K
STX
Seagate Technology Holdings PLC

Technology
2.53K
New
$66.54 - $144.33 $168K - $365K
2.53K $365K
ROP
Roper Technologies Inc

Industrials
626
New
$519.19 - $590.78 $325K - $370K
626 $354K
USD
Proshares Ultra Semiconductors

ETFs
4.6K
New
$29.19 - $74.0 $134K - $340K
4.6K $340K
ALGN
Align Technology Inc

Healthcare
1.73K
New
$144.32 - $190.42 $249K - $329K
1.73K $326K
DLTR
Dollar Tree, Inc.

Consumer Defensive
3.22K
New
$67.22 - $100.51 $216K - $324K
3.22K $318K
SCHO
Schwab Short Term Us Treasury

ETFs
12.9K
New
$24.19 - $24.45 $313K - $316K
12.9K $315K
SPMD
Spdr Portfolio

ETFs
5.69K
New
$44.89 - $54.38 $255K - $309K
5.69K $309K
BKR
Baker Hughes CO

Energy
7.89K
New
$35.0 - $44.92 $276K - $354K
7.89K $302K
JBL
Jabil Inc

Technology
1.35K
New
$116.88 - $218.1 $158K - $295K
1.35K $294K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
9.49K
New
$19.5 - $30.4 $185K - $289K
9.49K $277K
PKI
Perkinelmer Inc

Healthcare
2.26K
New
N/A
2.26K $272K
Activity Summary
Buys All Purchases 513 New Holdings 114 Increased Positions 399 Sells All Sells 203 Reductions 203 Sold out 0 Options Calls 27 Puts 5
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