Valeo Financial Advisors, LLC New Holdings in Q1 2025

Valeo Financial Advisors, LLC

  • $4.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
APP
App Lovin Corp

Technology
9.09K
New
$238.08 - $510.13 $2.16M - $4.63M
9.09K $2.41M
TALK
Talkspace, Inc.

Healthcare
507K
New
$2.56 - $4.17 $1.3M - $2.11M
507K $1.3M
VOE
Vanguard Mid Cap Value Index F

ETFs
2.15K
New
$156.61 - $168.02 $337K - $361K
2.15K $345K
STT
State Street Corp

Financial Services
3.14K
New
$84.47 - $102.23 $265K - $321K
3.14K $280K
BAX
Baxter International Inc

Healthcare
8.13K
New
$29.26 - $36.57 $238K - $297K
8.13K $278K
WY
Weyerhaeuser CO

Real Estate
9.31K
New
$27.29 - $31.39 $254K - $292K
9.31K $272K
AZO
Autozone Inc

Consumer Cyclical
69
New
$3193.96 - $3828.11 $220K - $264K
69 $263K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.09K
New
$62.72 - $71.92 $257K - $294K
4.09K $257K
IDA
Idacorp Inc

Utilities
2.18K
New
$105.58 - $119.04 $230K - $259K
2.18K $253K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
4.08K
New
$46.15 - $63.53 $188K - $259K
4.08K $250K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
4.19K
New
$55.47 - $61.45 $232K - $258K
4.19K $247K
AME
Ametek Inc

Industrials
1.4K
New
$170.39 - $190.43 $238K - $266K
1.4K $240K
SJM
J M Smucker CO

Consumer Defensive
2.02K
New
$100.41 - $118.41 $202K - $239K
2.02K $238K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
4.27K
New
$47.66 - $57.45 $203K - $245K
4.27K $232K
OKTA
Okta, Inc.

Technology
2.1K
New
$78.83 - $116.72 $166K - $246K
2.1K $221K
PPG
Ppg Industries Inc

Basic Materials
1.96K
New
$107.44 - $124.29 $211K - $244K
1.96K $214K
HRB
H&R Block Inc

Consumer Cyclical
3.87K
New
$49.96 - $55.97 $193K - $217K
3.87K $212K
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.04K
New
$39.18 - $43.52 $198K - $219K
5.04K $211K
SPOT
Spotify Technology S.A.

Communication Services
383
New
$457.79 - $648.32 $175K - $248K
383 $210K
RIOT
Riot Blockchain, Inc.

Technology
29.2K
New
$7.12 - $13.54 $208K - $395K
29.2K $207K
IYH
Ishares Tr

ETFs
3.39K
New
$58.32 - $62.76 $198K - $213K
3.39K $206K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
5.5K
New
$33.37 - $38.01 $183K - $209K
5.5K $205K
DTE
Dte Energy CO

Utilities
1.48K
New
$117.6 - $138.27 $174K - $204K
1.48K $204K
SCCO
Southern Copper Corp

Basic Materials
2.15K
New
$85.92 - $101.48 $185K - $218K
2.15K $200K
OSCR
Oscar Health, Inc.

Healthcare
14K
New
$12.83 - $17.3 $180K - $242K
14K $183K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
5.86K
New
$25.2 - $68.74 $148K - $403K
5.86K $173K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
15K
New
$8.17 - $10.63 $123K - $160K
15K $139K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
11.1K
New
$8.92 - $11.7 $98.9K - $130K
11.1K $100K
IREN
Iris Energy LTD

Financial Services
15K
New
$6.07 - $13.18 $91.1K - $198K
15K $91K
CLSK
Cleanspark, Inc.

Technology
13.3K
New
$6.72 - $12.03 $89.6K - $160K
13.3K $89K
GRAB
Grab Holdings LTD

Technology
12.7K
New
$4.12 - $5.34 $52.1K - $67.6K
12.7K $57K
FUBO
Fubo Tv Inc.

Communication Services
15.5K
New
$1.41 - $5.46 $21.9K - $84.6K
15.5K $45K
CIFR
Cipher Mining Inc.

Financial Services
16K
New
$2.3 - $6.08 $36.8K - $97.3K
16K $36K
AMLX
Amylyx Pharmaceuticals, Inc.

Healthcare
10K
New
$3.0 - $4.15 $30K - $41.5K
10K $35K
KULR
Kulr Technology Group, Inc.

Technology
22.3K
New
$1.13 - $3.47 $25.2K - $77.3K
22.3K $29K
LYFT
Lyft, Inc.

Technology
342
New
$11.27 - $15.12 $3.85K - $5.17K
342 $4K
Grayscale Ethereum Mini Trust ETF
30K
New
N/A
30K $0
2 X Ether ETF
10.5K
New
N/A
10.5K $0
Invesco Galaxy Bitcoin ETF
7.09K
New
N/A
7.09K $0
BFB
Brown Forman Corp Cl B
7.32K
New
N/A
7.32K $0
Alpha Architect 1 3 Month Box ETF
3.12K
New
N/A
3.12K $0
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
Track This Portfolio

Track Valeo Financial Advisors, LLC Portfolio

Follow Valeo Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valeo Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valeo Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email