Valeo Financial Advisors, LLC New Holdings in Q3 2024

Valeo Financial Advisors, LLC

  • $3.81 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
359K
New
$45.87 - $48.53 $16.5M - $17.4M
359K $17.3M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
223K
New
$44.65 - $47.21 $9.95M - $10.5M
223K $10.4M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
32.5K
New
$36.06 - $37.66 $1.17M - $1.22M
32.5K $1.22M
AVUV
American Centy ETF Tr Avantis

ETFs
11.3K
New
$88.24 - $99.7 $999K - $1.13M
11.3K $1.09M
CPRI
Capri Holdings LTD

Consumer Cyclical
13.6K
New
$29.61 - $42.44 $402K - $577K
13.6K $576K
TPL
Texas Pacific Land Corp

Energy
529
New
$724.86 - $952.13 $383K - $504K
529 $467K
GPN
Global Payments Inc

Industrials
4.53K
New
$92.66 - $112.97 $420K - $512K
4.53K $463K
WMS
Advanced Drainage Systems, Inc.

Industrials
2.63K
New
$140.18 - $178.56 $369K - $470K
2.63K $413K
VCEL
Vericel Corp

Healthcare
9.15K
New
$42.25 - $53.56 $387K - $490K
9.15K $386K
IYF
Ishares Tr

ETFs
3.71K
New
$93.83 - $105.05 $348K - $390K
3.71K $385K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
4.51K
New
$69.59 - $79.2 $314K - $357K
4.51K $347K
HUBB
Hubbell Inc

Industrials
796
New
$355.55 - $428.48 $283K - $341K
796 $340K
PAYC
Paycom Software, Inc.

Technology
2.02K
New
$140.16 - $173.86 $283K - $351K
2.02K $336K
STNG
Scorpio Tankers Inc.

Energy
4.43K
New
$66.41 - $81.58 $294K - $362K
4.43K $316K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.84K
New
$50.52 - $50.95 $295K - $297K
5.84K $296K
PFF
Ishares Trust Ishares Pfd And

ETFs
8.73K
New
$31.18 - $33.5 $272K - $292K
8.73K $290K
PAA
Plains All American Pipeline LP

Energy
16.3K
New
$17.0 - $19.03 $277K - $310K
16.3K $283K
XJR
Ishares Tresg Screened S&P Sma

ETFs
6.77K
New
$37.45 - $42.19 $253K - $286K
6.77K $282K
MHO
M/I Homes, Inc.

Consumer Cyclical
1.63K
New
$116.02 - $172.21 $189K - $281K
1.63K $279K
ILMN
Illumina, Inc.

Healthcare
2.12K
New
$105.28 - $135.9 $223K - $288K
2.12K $276K
WPM
Wheaton Precious Metals Corp.

Basic Materials
4.42K
New
$52.04 - $64.22 $230K - $284K
4.42K $270K
SZC
Cushing Next Gen Infrastructure Income Fund

Financial Services
7.04K
New
N/A
7.04K $269K
FICO
Fair Isaac Corp

Technology
132
New
$1496.51 - $1947.38 $198K - $257K
132 $256K
MAS
Masco Corp

Industrials
3.01K
New
$64.7 - $83.94 $195K - $253K
3.01K $252K
CBRE
Cbre Group, Inc.

Real Estate
1.96K
New
$85.97 - $124.48 $169K - $244K
1.96K $244K
LOVE
Lovesac CO

Consumer Cyclical
8.43K
New
$20.93 - $30.14 $176K - $254K
8.43K $241K
TGTX
Tg Therapeutics, Inc.

Healthcare
10.2K
New
$17.21 - $25.28 $176K - $258K
10.2K $239K
EQT
Eqt Corp

Energy
6.52K
New
$30.21 - $37.21 $197K - $243K
6.52K $238K
IXN
Ishares Global Information Tec

ETFs
2.8K
New
$73.0 - $87.81 $204K - $246K
2.8K $231K
HRB
H&R Block Inc

Consumer Cyclical
3.63K
New
$52.99 - $66.6 $193K - $242K
3.63K $230K
ENB
Enbridge Inc

Energy
5.67K
New
$35.27 - $41.18 $200K - $234K
5.67K $230K
SWK
Stanley Black & Decker, Inc.

Industrials
2.08K
New
$77.75 - $110.17 $162K - $229K
2.08K $229K
EXC
Exelon Corp

Utilities
5.67K
New
$34.24 - $40.55 $194K - $230K
5.67K $229K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.85K
New
$54.98 - $59.51 $212K - $229K
3.85K $229K
TRGP
Targa Resources Corp.

Energy
1.53K
New
$127.86 - $156.46 $196K - $239K
1.53K $226K
IAC
Iac/Inter Active Corp

Communication Services
4.17K
New
$45.12 - $54.7 $188K - $228K
4.17K $224K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
7.9K
New
$25.21 - $28.46 $199K - $225K
7.9K $222K
TD
Toronto Dominion Bank

Financial Services
3.51K
New
$54.54 - $64.56 $192K - $227K
3.51K $222K
UI
Ubiquiti Inc.

Technology
1K
New
$147.13 - $221.72 $147K - $222K
1K $221K
ZBRA
Zebra Technologies Corp

Technology
595
New
$306.21 - $371.02 $182K - $221K
595 $220K
BAX
Baxter International Inc

Healthcare
5.74K
New
$32.85 - $40.26 $188K - $231K
5.74K $217K
MPLX
Mplx LP

Energy
4.89K
New
$40.44 - $45.07 $198K - $220K
4.89K $217K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
4.83K
New
$29.24 - $45.37 $141K - $219K
4.83K $217K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.4K
New
$128.47 - $280.94 $179K - $392K
1.4K $216K
OMC
Omnicom Group Inc.

Communication Services
2.08K
New
$87.69 - $103.9 $182K - $216K
2.08K $215K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.8K
New
$98.71 - $117.61 $178K - $212K
1.8K $211K
ROP
Roper Technologies Inc

Industrials
379
New
$515.25 - $576.55 $195K - $219K
379 $210K
PKG
Packaging Corp Of America

Consumer Cyclical
968
New
$176.32 - $215.7 $171K - $209K
968 $208K
XLRE
Select Sector Spdr Tr Real Est

ETFs
4.66K
New
$38.04 - $45.36 $177K - $211K
4.66K $208K
Activity Summary
Buys All Purchases 377 New Holdings 71 Increased Positions 306 Sells All Sells 264 Reductions 264 Sold out 0 Options Calls 9 Puts 3
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