Valeo Financial Advisors, LLC Sells in Q1 2025

Valeo Financial Advisors, LLC

  • $4.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-18K
- 1.86%
$551.42 - $612.93 $9.9M - $11M
950K $531M
GM
General Motors CO

Consumer Cyclical
-93.5K
- 81.76%
$45.22 - $54.92 $4.23M - $5.13M
20.8K $980K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-4.47K
- 0.68%
$169.43 - $182.84 $758K - $817K
651K $113M
BAC
Bank Of America Corp

Financial Services
-27.7K
- 11.85%
$39.61 - $47.74 $1.1M - $1.32M
206K $8.59M
ET
Energy Transfer LP

Energy
-74.6K
- 29.19%
$17.26 - $21.08 $1.29M - $1.57M
181K $3.36M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-909
- 2.86%
$360.07 - $417.26 $327K - $379K
30.8K $11.1M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-4.07K
- 28.72%
$302.31 - $337.54 $1.23M - $1.37M
10.1K $3.1M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-7.92K
- 3.08%
$40.03 - $46.81 $317K - $371K
249K $10.2M
ADBE
Adobe Inc.

Technology
-2.26K
- 28.58%
$377.84 - $464.11 $855K - $1.05M
5.66K $2.17M
MRK
Merck & Co., Inc.

Healthcare
-2.48K
- 2.8%
$83.01 - $101.02 $206K - $251K
86.2K $7.74M
ETN
Eaton Corp PLC

Industrials
-897
- 7.77%
$271.83 - $371.23 $244K - $333K
10.6K $2.89M
NVO
Novo Nordisk A S

Healthcare
-4.52K
- 14.02%
$69.3 - $90.95 $313K - $411K
27.7K $1.92M
DEO
Diageo PLC

Consumer Defensive
-1.13K
- 3.54%
$104.79 - $126.12 $119K - $143K
30.9K $3.24M
BA
Boeing CO

Industrials
-2.11K
- 3.79%
$148.15 - $186.25 $313K - $394K
53.6K $9.15M
CAT
Caterpillar Inc

Industrials
-175
- 0.88%
$326.75 - $407.63 $57.2K - $71.3K
19.8K $6.52M
CRWD
Crowd Strike Holdings, Inc.

Technology
-2.38K
- 19.47%
$308.86 - $455.36 $736K - $1.09M
9.86K $3.48M
DHR
Danaher Corp

Healthcare
-1.85K
- 13.7%
$201.62 - $250.59 $374K - $464K
11.7K $2.39M
MRVL
Marvell Technology, Inc.

Technology
-2.32K
- 21.37%
$61.57 - $126.06 $143K - $293K
8.55K $526K
XLK
Technology Sector Spdr

ETFs
-9
- 0.03%
$206.38 - $242.18 $1.86K - $2.18K
25.7K $5.31M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-3.44K
- 67.92%
$175.5 - $209.86 $604K - $722K
1.63K $294K
HD
Home Depot, Inc.

Consumer Cyclical
-114
- 0.42%
$347.25 - $424.87 $39.6K - $48.4K
26.9K $9.87M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-32.7K
- 4.78%
$42.5 - $46.71 $1.39M - $1.53M
652K $29.5M
HPQ
Hp Inc

Technology
-16.8K
- 48.27%
$27.69 - $34.72 $466K - $584K
18K $499K
PFE
Pfizer Inc

Healthcare
-14.9K
- 7.36%
$25.01 - $27.13 $373K - $405K
188K $4.76M
AVUV
American Centy ETF Tr Avantis

ETFs
-5.76K
- 47.27%
$84.95 - $100.62 $489K - $579K
6.42K $559K
LMT
Lockheed Martin Corp

Industrials
-125
- 0.89%
$423.19 - $506.29 $52.9K - $63.3K
14K $6.24M
UPS
United Parcel Service Inc

Industrials
-1.59K
- 6.16%
$109.66 - $136.26 $174K - $217K
24.2K $2.66M
KEY
Keycorp

Financial Services
-30.6K
- 45.11%
$15.15 - $18.3 $464K - $561K
37.3K $596K
BX
Blackstone Inc.

Financial Services
-685
- 5.09%
$136.53 - $186.74 $93.5K - $128K
12.8K $1.79M
VEU
Vanguard Ftse All World Ex Us

ETFs
-9.92K
- 40.95%
$56.51 - $62.98 $561K - $625K
14.3K $867K
FDX
Fedex Corp

Industrials
-65
- 0.49%
$230.33 - $281.53 $15K - $18.3K
13.3K $3.24M
DDOG
Datadog, Inc.

Technology
-2.33K
- 37.11%
$98.68 - $151.89 $230K - $355K
3.96K $392K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-8.05K
- 4.62%
$49.25 - $50.66 $396K - $408K
166K $8.25M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-7.9K
- 7.21%
$54.25 - $57.64 $428K - $455K
102K $5.6M
WMT
Walmart Inc.

Consumer Defensive
-1.14K
- 0.79%
$84.5 - $105.05 $96.6K - $120K
143K $12.6M
AMD
Advanced Micro Devices Inc

Technology
-415
- 1.81%
$96.63 - $129.55 $40.1K - $53.8K
22.5K $2.31M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-5.65K
- 9.39%
$95.85 - $99.25 $541K - $561K
54.5K $5.39M
PWR
Quanta Services, Inc.

Industrials
-891
- 27.32%
$236.71 - $358.03 $211K - $319K
2.37K $602K
DAL
Delta Air Lines, Inc.

Industrials
-3.04K
- 17.7%
$43.6 - $69.06 $133K - $210K
14.1K $616K
VCIT
Vanguard Intermediate Term Cor

ETFs
-5.14K
- 39.9%
$79.17 - $82.04 $407K - $422K
7.74K $633K
NXPI
Nxp Semiconductors N.V.

Technology
-1.47K
- 25.96%
$189.99 - $245.86 $280K - $362K
4.2K $798K
EQIX
Equinix Inc

Real Estate
-32
- 1.16%
$803.0 - $959.97 $25.7K - $30.7K
2.74K $2.23M
SNOW
Snowflake Inc.

Technology
-1.73K
- 12.99%
$146.16 - $192.78 $253K - $334K
11.6K $1.7M
VGT
Vanguard Information Technolog

ETFs
-96
- 2.63%
$542.38 - $646.34 $52.1K - $62K
3.55K $1.92M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-693
- 26.67%
$408.78 - $448.82 $283K - $311K
1.91K $799K
GPN
Global Payments Inc

Industrials
-2.31K
- 42.22%
$92.18 - $113.03 $213K - $261K
3.16K $309K
CMCSA
Comcast Corp

Communication Services
-6.92K
- 9.08%
$33.19 - $38.23 $230K - $265K
69.2K $2.56M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-523
- 10.22%
$254.58 - $302.92 $133K - $158K
4.6K $1.17M
KE
Kimball Electronics, Inc.

Industrials
-8.33K
- 13.41%
$16.11 - $19.51 $134K - $162K
53.8K $885K
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