Valeo Financial Advisors, LLC Sells in Q4 2024

Valeo Financial Advisors, LLC

  • $3.97 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-176K
- 12.38%
$77.86 - $79.27 $13.7M - $14M
1.25M $97.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-35.2K
- 5.1%
$174.22 - $187.62 $6.13M - $6.6M
656K $115M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-45.9K
- 7.1%
$75.1 - $82.99 $3.44M - $3.81M
600K $45.4M
VGSH
Vanguard

ETFs
-113K
- 69.31%
$58.02 - $58.88 $6.53M - $6.63M
49.9K $2.9M
IEFA
Ishares Tr

ETFs
-16.9K
- 2.64%
$70.06 - $77.43 $1.19M - $1.31M
625K $43.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-22.1K
- 3.12%
$44.04 - $49.49 $972K - $1.09M
684K $30.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-8.84K
- 18.61%
$481.22 - $538.17 $4.25M - $4.76M
38.7K $19.8M
AMGN
Amgen Inc

Healthcare
-190
- 0.44%
$258.78 - $328.31 $49.2K - $62.4K
42.7K $11.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-949
- 0.32%
$442.29 - $483.08 $420K - $458K
295K $134M
PEP
Pepsico Inc

Consumer Defensive
-3.46K
- 4.22%
$151.29 - $176.1 $523K - $609K
78.5K $11.9M
LMT
Lockheed Martin Corp

Industrials
-618
- 4.2%
$479.66 - $614.62 $296K - $380K
14.1K $6.85M
UNH
Unitedhealth Group Inc

Healthcare
-915
- 6.14%
$485.52 - $625.25 $444K - $572K
14K $7.07M
MRK
Merck & Co., Inc.

Healthcare
-3.1K
- 3.37%
$96.31 - $114.76 $298K - $355K
88.7K $8.83M
KO
Coca Cola CO

Consumer Defensive
-4.3K
- 3.57%
$61.74 - $71.71 $265K - $308K
116K $7.22M
VUG
Vanguard Growth ETF

ETFs
-5K
- 19.99%
$378.79 - $428.11 $1.89M - $2.14M
20K $8.21M
NKE
Nike, Inc.

Consumer Cyclical
-11K
- 31.56%
$73.36 - $89.13 $806K - $980K
23.8K $1.8M
F
Ford Motor CO

Consumer Cyclical
-105K
- 51.81%
$9.69 - $11.4 $1.02M - $1.2M
98.1K $971K
VTV
Vanguard Value ETF

ETFs
-5.2K
- 11.89%
$168.32 - $181.87 $874K - $945K
38.5K $6.52M
XOM
Exxon Mobil Corp

Energy
-59
- 0.05%
$105.51 - $125.37 $6.23K - $7.4K
113K $12.1M
EEM
Ishares Msci Emerging Markets

ETFs
-11.8K
- 8.94%
$41.82 - $47.36 $492K - $557K
120K $5M
HDV
Ishares Core High Dividend ETF

ETFs
-69
- 0.04%
$110.82 - $121.28 $7.65K - $8.37K
185K $20.7M
ELV
Elevance Health, Inc.

Healthcare
-886
- 22.3%
$365.96 - $514.62 $324K - $456K
3.09K $1.14M
PFE
Pfizer Inc

Healthcare
-15.1K
- 6.93%
$24.8 - $30.19 $374K - $455K
203K $5.38M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-4.8K
- 4.2%
$55.45 - $61.08 $266K - $293K
110K $6.08M
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.43K
- 9.92%
$219.66 - $257.62 $315K - $369K
13K $2.88M
RTX
Raytheon Technologies Corp

Industrials
-2.8K
- 3.11%
$114.45 - $127.21 $320K - $356K
87.3K $10.1M
DHR
Danaher Corp

Healthcare
-417
- 2.99%
$226.16 - $274.52 $94.3K - $114K
13.5K $3.11M
COST
Costco Wholesale Corp

Consumer Defensive
-1.3K
- 9.22%
$873.59 - $994.69 $1.13M - $1.29M
12.8K $11.7M
HD
Home Depot, Inc.

Consumer Cyclical
-802
- 2.88%
$385.02 - $431.37 $309K - $346K
27.1K $10.5M
QCOM
Qualcomm Inc

Technology
-282
- 0.65%
$150.4 - $178.04 $42.4K - $50.2K
43.4K $6.66M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-13.3K
- 4.93%
$44.33 - $49.55 $591K - $660K
257K $11.5M
TGT
Target Corp

Consumer Defensive
-2.54K
- 13.21%
$121.59 - $160.69 $309K - $408K
16.7K $2.26M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-296
- 19.13%
$701.85 - $1046.91 $208K - $310K
1.25K $891K
INTC
Intel Corp

Technology
-11.7K
- 9.72%
$19.07 - $26.23 $224K - $308K
109K $2.19M
CMCSA
Comcast Corp

Communication Services
-7.3K
- 8.75%
$37.39 - $45.14 $273K - $330K
76.2K $2.86M
SNY
Sanofi

Healthcare
-8.98K
- 62.02%
$45.89 - $57.31 $412K - $514K
5.5K $265K
BP
Bp PLC

Energy
-15K
- 27.66%
$28.16 - $33.14 $423K - $497K
39.2K $1.16M
UPS
United Parcel Service Inc

Industrials
-1.95K
- 7.03%
$122.65 - $138.35 $239K - $270K
25.8K $3.25M
UBS
Ubs Group Ag

Financial Services
-16.8K
- 56.33%
$29.78 - $33.08 $501K - $557K
13.1K $395K
SBUX
Starbucks Corp

Consumer Cyclical
-1.28K
- 2.05%
$87.44 - $102.5 $112K - $131K
61.2K $5.58M
DEO
Diageo PLC

Consumer Defensive
-646
- 1.98%
$118.0 - $139.88 $76.2K - $90.4K
32K $4.07M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-252
- 3.92%
$396.64 - $516.74 $100K - $130K
6.17K $2.49M
XLE
Energy Sector Spdr

ETFs
-5.16K
- 18.29%
$83.32 - $97.27 $430K - $501K
23K $1.97M
LEN
Lennar Corp

Consumer Cyclical
-292
- 3.23%
$136.2 - $188.96 $39.8K - $55.2K
8.75K $1.19M
KEY
Keycorp

Financial Services
-30.3K
- 30.85%
$16.21 - $19.97 $491K - $605K
67.9K $1.16M
BALL
Ball Corp

Consumer Cyclical
-5.72K
- 44.7%
$54.84 - $67.94 $314K - $389K
7.08K $388K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-86
- 1.98%
$501.29 - $612.85 $43.1K - $52.7K
4.26K $2.22M
KHC
Kraft Heinz CO

Consumer Defensive
-8.98K
- 21.41%
$30.1 - $36.02 $270K - $324K
33K $1.01M
GIS
General Mills Inc

Consumer Defensive
-2.45K
- 8.89%
$62.78 - $74.62 $153K - $182K
25.1K $1.6M
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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