Valeo Financial Advisors, LLC Sells in Q2 2025

Valeo Financial Advisors, LLC

  • $36.8 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-99.6K
- 33.63%
$483.48 - $539.8 $48.1M - $53.7M
197K $95.5M
LLY
Eli Lilly & CO

Healthcare
-28.5K
- 17.51%
$713.71 - $898.95 $20.3M - $25.6M
134K $105M
PLD
Prologis, Inc.

Real Estate
-1.1K
- 0.03%
$89.76 - $112.34 $98.9K - $124K
3.87M $407M
HDV
Ishares Core High Dividend ETF

ETFs
-155K
- 85.19%
$108.41 - $120.51 $16.8M - $18.7M
26.9K $3.16M
V
Visa Inc.

Financial Services
-37.2K
- 38.02%
$308.27 - $373.31 $11.5M - $13.9M
60.6K $21.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-85.7K
- 51.55%
$48.13 - $49.85 $4.12M - $4.27M
80.5K $3.95M
JNJ
Johnson & Johnson

Healthcare
-7.75K
- 5.99%
$146.36 - $159.82 $1.13M - $1.24M
122K $18.6M
VUG
Vanguard Growth ETF

ETFs
-11.3K
- 35.38%
$329.49 - $438.4 $3.72M - $4.94M
20.6K $9.03M
APP
App Lovin Corp

Technology
-8.61K
- 94.74%
$219.37 - $417.89 $1.89M - $3.6M
478 $167K
PEP
Pepsico Inc

Consumer Defensive
-4.39K
- 5.22%
$128.02 - $151.37 $562K - $664K
79.7K $10.5M
CVX
Chevron Corp

Energy
-2.23K
- 4.49%
$133.73 - $168.51 $298K - $375K
47.4K $6.78M
XOM
Exxon Mobil Corp

Energy
-1.46K
- 1.28%
$99.93 - $119.04 $146K - $174K
112K $12.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.91K
- 45.08%
$390.26 - $489.06 $744K - $932K
2.32K $941K
HEFA
Ishares Currency Hedged Msci E

ETFs
-49K
- 10.15%
$32.11 - $38.21 $1.57M - $1.87M
434K $16.5M
MRK
Merck & Co., Inc.

Healthcare
-1.48K
- 1.72%
$73.47 - $87.12 $109K - $129K
84.8K $6.71M
BMY
Bristol Myers Squibb CO

Healthcare
-4.64K
- 8.58%
$44.12 - $59.6 $205K - $277K
49.5K $2.29M
ADBE
Adobe Inc.

Technology
-2K
- 35.33%
$340.0 - $420.68 $679K - $841K
3.66K $1.42M
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.48K
- 10.79%
$160.0 - $195.62 $237K - $290K
12.2K $1.99M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-2K
- 13.92%
$90.21 - $112.66 $180K - $225K
12.3K $1.13M
XLE
Energy Sector Spdr

ETFs
-3.25K
- 13.8%
$76.44 - $94.13 $248K - $305K
20.3K $1.72M
XLV
Select Sector Spdr Fund Health

ETFs
-2.76K
- 47.35%
$128.77 - $144.3 $355K - $398K
3.06K $412K
ORCC
Owl Rock Capital Corp

Financial Services
-32.1K
- 48.03%
N/A
34.7K $465K
INSP
Inspire Medical Systems, Inc.

Healthcare
-2.01K
- 36.46%
$127.18 - $161.88 $255K - $325K
3.5K $453K
ELV
Elevance Health, Inc.

Healthcare
-584
- 14.19%
$372.27 - $452.69 $217K - $264K
3.53K $1.37M
SLB
Schlumberger Limited

Energy
-5.42K
- 21.03%
$31.95 - $42.2 $173K - $229K
20.4K $687K
ZTS
Zoetis Inc.

Healthcare
-2.08K
- 29.35%
$144.41 - $170.3 $301K - $354K
5.01K $781K
ICF
Ishares Tr

ETFs
-5.66K
- 22.6%
$54.56 - $62.47 $309K - $353K
19.4K $1.18M
UNP
Union Pacific Corp

Industrials
-965
- 6.21%
$208.27 - $238.46 $201K - $230K
14.6K $3.36M
AFL
Aflac Inc

Financial Services
-1.88K
- 9.44%
$99.77 - $112.45 $187K - $211K
18K $1.9M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-344
- 7.92%
$225.56 - $335.19 $77.6K - $115K
4K $950K
SHEL
Shell PLC

Energy
-2.92K
- 11.83%
$59.75 - $73.05 $174K - $213K
21.7K $1.53M
NVO
Novo Nordisk A S

Healthcare
-3.77K
- 13.58%
$58.08 - $81.05 $219K - $305K
24K $1.65M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-7.58K
- 46.86%
$33.46 - $41.33 $253K - $313K
8.59K $354K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-167
- 3.52%
$421.16 - $509.5 $70.3K - $85.1K
4.57K $2.04M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-1.39K
- 25.26%
$99.37 - $134.05 $138K - $186K
4.1K $464K
PFE
Pfizer Inc

Healthcare
-1.99K
- 1.06%
$21.59 - $24.84 $43K - $49.5K
186K $4.5M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.76K
- 30.24%
$152.42 - $182.82 $268K - $322K
4.06K $741K
IYF
Ishares Tr

ETFs
-2.37K
- 49.0%
$99.23 - $120.99 $235K - $287K
2.47K $298K
GIS
General Mills Inc

Consumer Defensive
-556
- 2.12%
$50.37 - $60.97 $28K - $33.9K
25.7K $1.33M
KHC
Kraft Heinz CO

Consumer Defensive
-4.42K
- 17.45%
$25.61 - $30.81 $113K - $136K
20.9K $539K
AVUV
American Centy ETF Tr Avantis

ETFs
-2.73K
- 42.49%
$75.17 - $91.21 $205K - $249K
3.69K $336K
CLX
Clorox CO

Consumer Defensive
-945
- 24.11%
$118.01 - $148.69 $112K - $141K
2.97K $357K
CVS
Cvs Health Corp

Healthcare
-3.73K
- 12.22%
$60.04 - $70.18 $224K - $261K
26.8K $1.85M
NKE
Nike, Inc.

Consumer Cyclical
-6.42K
- 19.96%
$53.27 - $72.04 $342K - $462K
25.7K $1.83M
TTWO
Take Two Interactive Software Inc

Communication Services
-1.86K
- 25.89%
$194.58 - $243.05 $362K - $452K
5.32K $1.29M
DVN
Devon Energy Corp

Energy
-3.54K
- 23.9%
$26.8 - $37.92 $94.8K - $134K
11.3K $358K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-3.06K
- 26.14%
$73.02 - $90.22 $224K - $276K
8.65K $772K
VGSH
Vanguard

ETFs
-2.96K
- 6.18%
$58.32 - $58.95 $172K - $174K
44.9K $2.64M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-19.9K
- 14.82%
$19.6 - $24.44 $390K - $486K
114K $2.8M
Activity Summary
Buys All Purchases 513 New Holdings 114 Increased Positions 399 Sells All Sells 203 Reductions 203 Sold out 0 Options Calls 27 Puts 5
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