Valeo Financial Advisors, LLC New Holdings in Q2 2025

Valeo Financial Advisors, LLC

  • $4.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
127K
New
$23.96 - $24.27 $3.04M - $3.08M
127K $3.08M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
37.5K
New
$40.51 - $71.03 $1.52M - $2.66M
37.5K $2.63M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
12.2K
New
$101.91 - $134.83 $1.25M - $1.65M
12.2K $1.54M
HBNC
Horizon Bancorp Inc

Financial Services
34.4K
New
$12.92 - $15.88 $444K - $546K
34.4K $528K
HPQ
Hp Inc

Technology
13.6K
New
$21.88 - $29.32 $298K - $400K
13.6K $333K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
19.7K
New
$14.97 - $16.79 $295K - $331K
19.7K $329K
IYG
Ishares Tr

ETFs
3.27K
New
$68.9 - $85.6 $226K - $280K
3.27K $280K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
6.17K
New
$41.37 - $53.28 $255K - $329K
6.17K $275K
VEEV
Veeva Systems Inc

Healthcare
763
New
$209.39 - $289.94 $160K - $221K
763 $219K
LYV
Live Nation Entertainment, Inc.

Communication Services
1.45K
New
$118.81 - $151.28 $173K - $220K
1.45K $219K
DTE
Dte Energy CO

Utilities
1.64K
New
$127.39 - $139.49 $209K - $228K
1.64K $216K
VMC
Vulcan Materials CO

Basic Materials
784
New
$226.49 - $276.01 $178K - $216K
784 $204K
HII
Huntington Ingalls Industries, Inc.

Industrials
847
New
$183.31 - $241.46 $155K - $205K
847 $204K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
6.12K
New
$32.56 - $35.71 $199K - $219K
6.12K $202K
EWJ
Ishares Msci Japan ETF

ETFs
2.68K
New
$61.32 - $75.28 $165K - $202K
2.68K $201K
OEF
Ishares S&P 100 ETF

ETFs
712
New
N/A
712 $189K
GAB
Gabelli Equity Trust Inc

Financial Services
29.3K
New
$4.97 - $5.87 $146K - $172K
29.3K $170K
NRZ
New Residential Investment Corp.

Real Estate
19.1K
New
N/A
19.1K $138K
Fundstrat Granny Shots Us Large Cap ETF
26.6K
New
N/A
26.6K $0
Summit Midstream Corporation Com
9.42K
New
N/A
9.42K $0
Annaly Capital Management Inc
10K
New
N/A
10K $0
CRH.L
Crh PLC

Basic Materials
2.53K
New
N/A
2.53K $0
Lucid Group Inc Com New
11.9K
New
N/A
11.9K $0
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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