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
CAG
Conagra Brands Inc.

Consumer Defensive
-537K
- 97.1%
$20.4 - $26.78 $11M - $14.4M
16.1K $328K
ABNB
Airbnb, Inc.

Consumer Cyclical
-79.4K
- 97.47%
$105.69 - $140.64 $8.39M - $11.2M
2.06K $272K
DOW
Dow Inc.

Basic Materials
-357K
- 95.72%
$25.81 - $34.89 $9.22M - $12.5M
16K $422K
SBUX
Starbucks Corp

Consumer Cyclical
-85.6K
- 71.84%
$79.69 - $99.41 $6.82M - $8.51M
33.5K $3.07M
JPM
Jpmorgan Chase & CO

Financial Services
-22.4K
- 12.79%
$210.28 - $289.91 $4.72M - $6.5M
153K $44.3M
JNJ
Johnson & Johnson

Healthcare
-42K
- 34.53%
$146.36 - $159.82 $6.15M - $6.71M
79.6K $12.2M
AMGN
Amgen Inc

Healthcare
-22.2K
- 48.94%
$262.28 - $309.85 $5.82M - $6.88M
23.2K $6.47M
ABBV
Abb Vie Inc.

Healthcare
-32.6K
- 37.98%
$170.16 - $206.27 $5.55M - $6.73M
53.3K $9.89M
TGT
Target Corp

Consumer Defensive
-59.2K
- 75.67%
$88.76 - $105.77 $5.25M - $6.26M
19K $1.88M
XLY
Select Sector Spdr Consumer Di

ETFs
-22.4K
- 63.39%
$176.34 - $218.59 $3.96M - $4.9M
13K $2.82M
DIS
Walt Disney CO

Communication Services
-30.2K
- 28.43%
$81.72 - $124.01 $2.47M - $3.74M
76K $9.42M
RTX
Raytheon Technologies Corp

Industrials
-25.3K
- 28.23%
$113.75 - $148.48 $2.87M - $3.75M
64.2K $9.37M
PEP
Pepsico Inc

Consumer Defensive
-23.3K
- 29.29%
$128.02 - $151.37 $2.99M - $3.53M
56.4K $7.44M
DEO
Diageo PLC

Consumer Defensive
-26.1K
- 83.5%
$99.86 - $115.75 $2.6M - $3.02M
5.15K $519K
KO
Coca Cola CO

Consumer Defensive
-27.3K
- 21.34%
$68.37 - $73.9 $1.87M - $2.02M
101K $7.12M
MRK
Merck & Co., Inc.

Healthcare
-18K
- 21.23%
$73.47 - $87.12 $1.32M - $1.57M
66.8K $5.28M
CMCSA
Comcast Corp

Communication Services
-32.6K
- 45.36%
$32.84 - $36.72 $1.07M - $1.2M
39.2K $1.4M
FITB
Fifth Third Bancorp

Financial Services
-23.8K
- 61.85%
$33.32 - $41.51 $794K - $989K
14.7K $604K
UBER
Uber Technologies, Inc

Technology
-9.57K
- 16.37%
$64.62 - $93.3 $618K - $893K
48.9K $4.56M
BMY
Bristol Myers Squibb CO

Healthcare
-17.9K
- 36.24%
$44.12 - $59.6 $791K - $1.07M
31.5K $1.46M
INTC
Intel Corp

Technology
-27.1K
- 20.93%
$18.13 - $22.69 $491K - $614K
102K $2.29M
GM
General Motors CO

Consumer Cyclical
-3.3K
- 16.5%
$42.48 - $50.46 $140K - $167K
16.7K $822K
VGIT
Vanguard Intermediate Term Tre

ETFs
-862
- 0.06%
$58.63 - $59.9 $50.5K - $51.6K
1.52M $90.9M
Wells Fargo CO New Perp Pfd Cnv A
-81.4K
- 99.72%
N/A
230 $0
Bk Of America Corp 7.25 Cnv Pfd
-92.4K
- 99.37%
N/A
590 $0
Te Connectivity LTD
-1.77M
- 99.74%
N/A
4.6K $0
Smurfit Westrock PLC Shs
-647K
- 98.25%
N/A
11.5K $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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