Valeo Financial Advisors, LLC Sells in Q3 2024

Valeo Financial Advisors, LLC

  • $3.81 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VLO
Valero Energy Corp

Energy
-505
- 13.28%
$132.81 - $163.48 $67.1K - $82.6K
3.3K $445K
CVS
Cvs Health Corp

Healthcare
-4.36K
- 13.27%
$55.81 - $63.18 $243K - $275K
28.5K $1.79M
GOOD
Gladstone Commercial Corp

Real Estate
-11.7K
- 50.0%
$14.02 - $16.24 $164K - $190K
11.7K $189K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-5.62K
- 15.76%
$11.03 - $18.11 $62K - $102K
30K $336K
TJX
Tjx Companies Inc

Consumer Cyclical
-2.7K
- 11.32%
$107.93 - $120.23 $291K - $325K
21.1K $2.49M
MCHP
Microchip Technology Inc

Technology
-143
- 1.31%
$72.0 - $95.98 $10.3K - $13.7K
10.8K $863K
NUE
Nucor Corp

Basic Materials
-648
- 15.74%
$137.77 - $166.14 $89.3K - $108K
3.47K $521K
CDNS
Cadence Design Systems Inc

Technology
-159
- 6.84%
$246.84 - $321.11 $39.2K - $51.1K
2.17K $587K
MCK
Mckesson Corp

Healthcare
-4
- 0.3%
$479.06 - $630.38 $1.92K - $2.52K
1.35K $667K
HUM
Humana Inc

Healthcare
-103
- 6.6%
$310.25 - $404.52 $32K - $41.7K
1.46K $461K
EMR
Emerson Electric CO

Industrials
-941
- 7.64%
$98.19 - $118.87 $92.4K - $112K
11.4K $1.24M
RIO
Rio Tinto PLC

Basic Materials
-2.04K
- 27.92%
$59.71 - $71.21 $122K - $145K
5.28K $375K
KLAC
Kla Corp

Technology
-65
- 6.3%
$696.17 - $892.35 $45.3K - $58K
967 $748K
VGT
Vanguard Information Technolog

ETFs
-238
- 6.02%
$514.43 - $606.85 $122K - $144K
3.72K $2.18M
COIN
Coinbase Global, Inc.

Technology
-35
- 1.7%
$147.09 - $265.15 $5.15K - $9.28K
2.02K $360K
MSBI
Midland States Bancorp, Inc.

Financial Services
-3.95K
- 15.21%
$20.72 - $26.02 $81.8K - $103K
22K $492K
XLE
Energy Sector Spdr

ETFs
-15
- 0.05%
$84.35 - $93.39 $1.27K - $1.4K
28.2K $2.47M
LHX
L3 Harris Technologies, Inc.

Industrials
-506
- 18.78%
$221.96 - $243.27 $112K - $123K
2.19K $520K
GPC
Genuine Parts CO

Consumer Cyclical
-616
- 19.41%
$131.04 - $147.11 $80.7K - $90.6K
2.56K $357K
SNPS
Synopsys Inc

Technology
-50
- 8.46%
$463.97 - $621.3 $23.2K - $31.1K
541 $273K
WM
Waste Management Inc

Industrials
-106
- 1.11%
$196.96 - $223.45 $20.9K - $23.7K
9.45K $1.96M
XCEM
Columbia ETF Tr Ii

ETFs
-2.62K
- 13.98%
$30.17 - $33.79 $79.2K - $88.7K
16.1K $527K
ADSK
Autodesk, Inc.

Technology
-278
- 15.77%
$245.83 - $245.83 $68.3K - $68.3K
1.49K $365K
LNG
Cheniere Energy, Inc.

Energy
-477
- 16.39%
$172.24 - $186.09 $82.2K - $88.8K
2.43K $437K
DFIV
Dimensional ETF Tr

ETFs
-3.5K
- 11.66%
$34.66 - $38.38 $121K - $134K
26.5K $1.01M
CRSP
Crispr Therapeutics Ag

Healthcare
-150
- 1.95%
$44.62 - $62.75 $6.69K - $9.41K
7.53K $353K
DH
Definitive Healthcare Corp.

Healthcare
-291
- 0.49%
$3.55 - $6.03 $1.03K - $1.75K
58.8K $262K
EVR
Evercore Inc.

Financial Services
-500
- 32.89%
$211.0 - $258.67 $106K - $129K
1.02K $258K
GWW
W.W. Grainger, Inc.

Industrials
-108
- 26.54%
$896.19 - $1044.18 $96.8K - $113K
299 $310K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-1.23K
- 19.07%
$54.38 - $59.77 $66.7K - $73.3K
5.2K $308K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-5.92K
- 20.54%
$11.52 - $12.52 $68.2K - $74.1K
22.9K $282K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-485
- 22.41%
$178.41 - $210.18 $86.5K - $102K
1.68K $333K
ITW
Illinois Tool Works Inc

Industrials
-525
- 14.56%
$233.14 - $263.97 $122K - $139K
3.08K $807K
VIG
Vanguard Dividend Appreciation

ETFs
-241
- 4.16%
$182.15 - $182.15 $43.9K - $43.9K
5.56K $1.01M
AZN
Astrazeneca PLC

Healthcare
-473
- 2.93%
$76.67 - $87.62 $36.3K - $41.4K
15.7K $1.22M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-563
- 9.64%
$92.1 - $95.52 $51.9K - $53.8K
5.28K $503K
LUV
Southwest Airlines CO

Industrials
-1.8K
- 10.52%
$23.7 - $29.93 $42.6K - $53.8K
15.3K $453K
SQ
Block, Inc.

Technology
-682
- 18.33%
$57.21 - $72.07 $39K - $49.2K
3.04K $204K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1.88K
- 10.2%
$59.25 - $65.33 $111K - $123K
16.5K $1.07M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-574
- 15.03%
$74.26 - $78.84 $42.6K - $45.3K
3.24K $254K
ZS
Zscaler, Inc.

Technology
-3
- 0.22%
$155.9 - $204.47 $468 - $613
1.38K $235K
ADM
Archer Daniels Midland CO

Consumer Defensive
-442
- 9.05%
$57.96 - $65.72 $25.6K - $29K
4.44K $265K
DOW
Dow Inc.

Basic Materials
-992
- 6.07%
$50.15 - $55.41 $49.7K - $55K
15.4K $838K
PARA
Paramount Global

Communication Services
-3.01K
- 21.65%
$9.98 - $11.95 $30K - $35.9K
10.9K $115K
PPG
Ppg Industries Inc

Basic Materials
-309
- 15.94%
$118.32 - $134.55 $36.6K - $41.6K
1.63K $215K
MRO
Marathon Oil Corp

Energy
-27
- 0.2%
$25.87 - $29.26 $698 - $790
13.6K $362K
PCAR
Paccar Inc

Industrials
-1
- 0.02%
$91.64 - $109.98 $91.6 - $110
6.42K $633K
DFAE
Dimensional ETF Tr

ETFs
-2.35K
- 9.66%
$24.46 - $27.82 $57.4K - $65.3K
21.9K $601K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-2
- 0.12%
$211.47 - $281.27 $423 - $563
1.69K $414K
Activity Summary
Buys All Purchases 377 New Holdings 71 Increased Positions 306 Sells All Sells 264 Reductions 264 Sold out 0 Options Calls 9 Puts 3
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