Valeo Financial Advisors, LLC Reduced Holdings in Q2 2025

Valeo Financial Advisors, LLC

  • $4.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EQIX
Equinix Inc

Real Estate
-8.15M
- 99.97%
$740.07 - $914.43 $6.03B - $7.46B
2.75K $2.19M
AAPL
Apple Inc.

Technology
-26M
- 97.72%
$172.42 - $223.89 $4.48B - $5.82B
607K $125M
CAT
Caterpillar Inc

Industrials
-7.27M
- 99.57%
$273.94 - $388.21 $1.99B - $2.82B
31.3K $12.2M
SPGI
S&P Global Inc.

Financial Services
-3.16M
- 99.85%
$438.31 - $527.29 $1.39B - $1.67B
4.74K $2.5M
HD
Home Depot, Inc.

Consumer Cyclical
-4.51M
- 99.36%
$335.24 - $380.78 $1.51B - $1.72B
29.2K $10.7M
TSLA
Tesla, Inc.

Consumer Cyclical
-3.77M
- 98.3%
$221.86 - $362.89 $837M - $1.37B
65.3K $20.8M
CI
Cigna Corp

Healthcare
-3.47M
- 99.88%
$301.89 - $340.04 $1.05B - $1.18B
4.32K $1.43M
TRV
Travelers Companies, Inc.

Financial Services
-3.61M
- 99.86%
$233.83 - $276.34 $845M - $998M
5.11K $1.37M
FDX
Fedex Corp

Industrials
-3.73M
- 99.6%
$198.07 - $245.17 $739M - $914M
14.9K $3.39M
ESS
Essex Property Trust, Inc.

Real Estate
-2.98M
- 99.92%
N/A
2.31K $630K
R
Ryder System Inc

Industrials
-2.86M
- 99.77%
$130.14 - $160.88 $372M - $460M
6.68K $1.06M
WM
Waste Management Inc

Industrials
-1.72M
- 99.24%
$216.47 - $242.1 $371M - $415M
13.1K $3M
AVGO
Broadcom Inc.

Technology
-1.31M
- 95.19%
$146.29 - $275.65 $192M - $362M
66.3K $18.3M
PLD
Prologis, Inc.

Real Estate
-3.02M
- 77.93%
$89.76 - $112.34 $271M - $339M
855K $89.9M
COST
Costco Wholesale Corp

Consumer Defensive
-311K
- 96.28%
$908.13 - $1056.85 $283M - $329M
12K $11.9M
PG
Procter & Gamble CO

Consumer Defensive
-1.67M
- 94.8%
$157.66 - $172.39 $264M - $288M
91.8K $14.6M
LPX
Louisiana Pacific Corp

Industrials
-2.58M
- 99.65%
$81.16 - $95.48 $209M - $246M
9.09K $781K
BWXT
Bwx Technologies, Inc.

Industrials
-1.51M
- 99.67%
$89.24 - $144.06 $135M - $218M
4.98K $717K
MELI
Mercadolibre Inc

Consumer Cyclical
-65.3K
- 99.41%
$1794.73 - $2613.63 $117M - $171M
390 $1.02M
PSX
Phillips 66

Energy
-1.43M
- 98.95%
$92.87 - $125.73 $133M - $180M
15.2K $1.81M
AZN
Astrazeneca PLC

Healthcare
-2.31M
- 99.24%
$64.87 - $75.0 $150M - $173M
17.6K $1.23M
MSFT
Microsoft Corp

Technology
-292K
- 58.23%
$354.56 - $497.45 $104M - $145M
210K $104M
SCHW
Schwab Charles Corp

Financial Services
-1.47M
- 97.44%
$69.06 - $91.24 $102M - $134M
38.7K $3.53M
JCI
Johnson Controls International PLC

Industrials
-1.27M
- 99.38%
$71.14 - $105.62 $90.2M - $134M
7.92K $836K
COP
Conocophillips

Energy
-1.48M
- 98.17%
$82.66 - $106.1 $122M - $157M
27.6K $2.48M
BA
Boeing CO

Industrials
-530K
- 95.21%
$136.59 - $217.51 $72.4M - $115M
26.7K $5.59M
GOOG
Alphabet Inc.

Communication Services
-611K
- 82.69%
$146.58 - $180.01 $89.5M - $110M
128K $22.7M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.41M
- 98.73%
$57.41 - $74.81 $80.7M - $105M
18.1K $1.35M
AMZN
Amazon Com Inc

Consumer Cyclical
-439K
- 59.74%
$167.32 - $223.3 $73.4M - $98M
296K $64.9M
EBAY
Ebay Inc

Consumer Cyclical
-1.28M
- 99.49%
$59.52 - $79.36 $76.4M - $102M
6.55K $487K
CSX
Csx Corp

Industrials
-2.72M
- 98.74%
$26.69 - $32.91 $72.5M - $89.4M
34.6K $1.13M
UNH
Unitedhealth Group Inc

Healthcare
-233K
- 92.04%
$274.35 - $599.47 $64M - $140M
20.2K $6.29M
AMT
American Tower Corp

Real Estate
-265K
- 96.11%
$203.96 - $228.19 $54M - $60.5M
10.7K $2.37M
VZ
Verizon Communications Inc

Communication Services
-1.14M
- 91.08%
$41.67 - $45.62 $47.3M - $51.8M
111K $4.81M
FISV
Fiserv Inc

Technology
-345K
- 98.29%
N/A
5.99K $750K
DD
Du Pont De Nemours, Inc.

Basic Materials
-617K
- 98.81%
$55.13 - $75.25 $34M - $46.4M
7.42K $508K
CTVA
Corteva, Inc.

Basic Materials
-558K
- 97.71%
$55.52 - $74.53 $31M - $41.6M
13.1K $975K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-80.1K
- 40.76%
$483.48 - $539.8 $38.7M - $43.2M
116K $56.6M
RACE
Ferrari N.V.

Consumer Cyclical
-73.6K
- 98.55%
$397.86 - $499.02 $29.3M - $36.7M
1.09K $532K
NVDA
Nvidia Corp

Technology
-219K
- 26.63%
$94.31 - $157.99 $20.6M - $34.6M
603K $95.3M
META
Meta Platforms, Inc.

Communication Services
-38.8K
- 45.74%
$484.66 - $738.09 $18.8M - $28.7M
46.1K $34M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-348K
- 29.01%
$77.94 - $79.5 $27.2M - $27.7M
853K $67.8M
PSA
Public Storage

Real Estate
-88K
- 98.47%
$266.31 - $309.77 $23.4M - $27.3M
1.37K $400K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-152K
- 99.1%
$136.63 - $176.62 $20.7M - $26.8M
1.37K $231K
MSTR
Microstrategy Inc

Technology
-60.6K
- 94.54%
$237.95 - $421.61 $14.4M - $25.6M
3.5K $1.41M
SOFI
So Fi Technologies, Inc.

Financial Services
-1.3M
- 97.5%
$9.5 - $18.21 $12.4M - $23.7M
33.4K $607K
SNOW
Snowflake Inc.

Technology
-106K
- 88.85%
$130.53 - $223.77 $13.8M - $23.6M
13.2K $2.96M
GS
Goldman Sachs Group Inc

Financial Services
-18.4K
- 66.0%
$462.22 - $707.75 $8.49M - $13M
9.46K $6.7M
CRM
Salesforce, Inc.

Technology
-46.3K
- 57.46%
$236.26 - $291.15 $10.9M - $13.5M
34.3K $9.35M
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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