Valeo Financial Advisors, LLC Reduced Holdings in Q4 2024

Valeo Financial Advisors, LLC

  • $3.97 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Linde PLC Shs
-420
- 8.96%
N/A
4.27K $0
Gsk PLC Sponsored Adr
-3.91K
- 31.8%
N/A
8.38K $0
Blackrock Inc
-32
- 0.92%
N/A
3.44K $0
Grayscale Ethereum Trust ETF
-797
- 4.66%
N/A
16.3K $0
Kenvue Inc Com
-3.73K
- 20.4%
N/A
14.5K $0
Canadian Pac Railwayltd
-83
- 2.5%
N/A
3.23K $0
Eldridge Aaa Clo ETF
-24.9K
- 33.24%
N/A
50K $0
Ftai Aviation LTD Shs
-550
- 17.94%
N/A
2.52K $0
Veralto Corp Com Shs
-1
- 0.03%
N/A
3.31K $0
Te Connectivity LTD
-30
- 0.8%
N/A
3.73K $0
VBK
Vanguard Small Cap Growth ETF

ETFs
-277
- 4.3%
$264.18 - $304.19 $73.2K - $84.3K
6.16K $1.72M
WRB
Berkley W R Corp

Financial Services
-5
- 0.11%
$56.48 - $64.94 $282 - $325
4.72K $276K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-39
- 0.91%
$201.32 - $217.44 $7.85K - $8.48K
4.27K $882K
LUV
Southwest Airlines CO

Industrials
-1.48K
- 9.68%
$28.99 - $34.84 $42.9K - $51.6K
13.8K $464K
AON
Aon PLC

Financial Services
-39
- 1.77%
$344.14 - $393.31 $13.4K - $15.3K
2.16K $776K
GLW
Corning Inc

Technology
-2
- 0.03%
$44.11 - $49.76 $88.2 - $99.5
6.48K $307K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-24
- 1.85%
$229.83 - $258.46 $5.52K - $6.2K
1.27K $314K
VCEL
Vericel Corp

Healthcare
-1.81K
- 19.74%
$40.05 - $59.11 $72.3K - $107K
7.34K $403K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-47
- 5.56%
$338.38 - $446.21 $15.9K - $21K
799 $347K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-3.27K
- 10.87%
$9.71 - $15.34 $31.7K - $50.1K
26.8K $355K
MFG
Mizuho Financial Group Inc

Financial Services
-708
- 1.99%
$4.05 - $5.26 $2.87K - $3.72K
34.9K $170K
VOX
Vanguard Communication Service

ETFs
-109
- 2.44%
$144.31 - $163.57 $15.7K - $17.8K
4.35K $674K
CPRT
Copart Inc

Consumer Cyclical
-6
- 0.11%
$51.36 - $63.8 $308 - $383
5.68K $326K
WSM
Williams Sonoma Inc

Consumer Cyclical
-66
- 4.72%
$129.13 - $198.21 $8.52K - $13.1K
1.33K $246K
VOT
Vanguard Mid Cap Growth Index

ETFs
-5
- 0.15%
$241.48 - $274.89 $1.21K - $1.37K
3.23K $820K
TJX
Tjx Companies Inc

Consumer Cyclical
-276
- 1.31%
$112.15 - $127.2 $31K - $35.1K
20.9K $2.52M
TRGP
Targa Resources Corp.

Energy
-2
- 0.13%
$150.58 - $207.69 $301 - $415
1.53K $272K
WMB
Williams Companies, Inc.

Energy
-40
- 0.62%
$46.37 - $59.74 $1.85K - $2.39K
6.42K $347K
LNG
Cheniere Energy, Inc.

Energy
-135
- 5.55%
$181.07 - $225.92 $24.4K - $30.5K
2.3K $493K
CDNS
Cadence Design Systems Inc

Technology
-9
- 0.42%
$249.1 - $324.54 $2.24K - $2.92K
2.16K $648K
DFS
Discover Financial Services

Financial Services
-153
- 5.77%
$136.3 - $182.67 $20.9K - $27.9K
2.5K $432K
EMR
Emerson Electric CO

Industrials
-825
- 7.26%
$108.13 - $134.33 $89.2K - $111K
10.5K $1.31M
SNCY
Sun Country Airlines Holdings, Inc.

Industrials
-2.79K
- 8.49%
$9.93 - $15.76 $27.7K - $43.9K
30K $437K
DXCM
Dexcom Inc

Healthcare
-486
- 4.84%
$65.68 - $81.01 $31.9K - $39.4K
9.56K $743K
BSX
Boston Scientific Corp

Healthcare
-375
- 1.84%
$83.62 - $91.5 $31.4K - $34.3K
20K $1.78M
HBAN
Huntington Bancshares Inc

Financial Services
-25
- 0.05%
$14.18 - $18.2 $355 - $455
51.8K $842K
KKR
Kkr & Co. Inc.

Financial Services
-27
- 0.53%
$129.87 - $162.87 $3.51K - $4.4K
5.07K $749K
VGT
Vanguard Information Technolog

ETFs
-71
- 1.91%
$571.78 - $647.97 $40.6K - $46K
3.65K $2.27M
T
At&T Inc.

Communication Services
-922
- 0.64%
$21.22 - $23.88 $19.6K - $22K
143K $3.26M
MCK
Mckesson Corp

Healthcare
-18
- 1.33%
$482.27 - $628.5 $8.68K - $11.3K
1.33K $759K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-19
- 0.05%
$124.61 - $133.96 $2.37K - $2.55K
41.7K $5.37M
FTNT
Fortinet, Inc.

Technology
-705
- 6.78%
$76.49 - $99.21 $53.9K - $69.9K
9.7K $916K
FDN
First Tr Fd Dow Jones

ETFs
-118
- 2.59%
$210.5 - $257.24 $24.8K - $30.4K
4.43K $1.08M
MAR
Marriott International Inc

Consumer Cyclical
-28
- 0.69%
$246.06 - $292.59 $6.89K - $8.19K
4.06K $1.13M
IWP
Ishares Russell Mid Cap Growth

ETFs
-98
- 0.69%
$116.4 - $138.52 $11.4K - $13.6K
14.2K $1.8M
GKOS
Glaukos Corp

Healthcare
-177
- 2.25%
$126.42 - $152.67 $22.4K - $27K
7.7K $1.15M
TTWO
Take Two Interactive Software Inc

Communication Services
-314
- 4.95%
$147.66 - $190.46 $46.4K - $59.8K
6.03K $1.11M
DDOG
Datadog, Inc.

Technology
-325
- 4.91%
$113.98 - $168.65 $37K - $54.8K
6.29K $898K
KMI
Kinder Morgan, Inc.

Energy
-131
- 0.48%
$22.59 - $28.54 $2.96K - $3.74K
27K $739K
Activity Summary
Buys All Purchases 358 New Holdings 53 Increased Positions 305 Sells All Sells 273 Reductions 273 Sold out 0 Options Calls 26 Puts 23
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