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
CSX
Csx Corp

Industrials
-4.55K
- 9.82%
$29.11 - $33.67 $133K - $153K
41.8K $1.23M
SHOP
Shopify Inc.

Technology
-360
- 1.79%
$90.59 - $129.31 $32.6K - $46.6K
19.7K $1.88M
SPYG
Spdr Portfolio

ETFs
-77
- 0.24%
$80.05 - $92.39 $6.16K - $7.11K
31.7K $2.55M
KHC
Kraft Heinz CO

Consumer Defensive
-7.64K
- 23.16%
$28.51 - $32.22 $218K - $246K
25.3K $770K
VV
Vanguard Large Cap ETF

ETFs
-767
- 24.21%
$253.32 - $282.66 $194K - $217K
2.4K $617K
BDX
Becton Dickinson & CO

Healthcare
-961
- 42.67%
$222.79 - $249.08 $214K - $239K
1.29K $295K
ACWI
Ishares Msci Acwi ETF

ETFs
-1.72K
- 15.06%
$115.16 - $124.13 $198K - $213K
9.68K $1.13M
USB
Us Bancorp \De\

Financial Services
-1.12K
- 3.91%
$40.92 - $50.9 $46K - $57.2K
27.6K $1.17M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1.44K
- 23.25%
$402.49 - $513.76 $578K - $737K
4.74K $2.3M
DXCM
Dexcom Inc

Healthcare
-1.27K
- 13.26%
$67.74 - $90.75 $85.8K - $115K
8.29K $565K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-725
- 0.54%
$21.75 - $24.28 $15.8K - $17.6K
134K $2.97M
AXON
Axon Enterprise, Inc.

Industrials
-135
- 12.45%
$496.65 - $710.01 $67K - $95.9K
949 $499K
UAL
United Airlines Holdings, Inc.

Industrials
-141
- 2.98%
$69.05 - $110.52 $9.74K - $15.6K
4.59K $317K
MUB
Ishares National Muni Bond ETF

ETFs
-1.3K
- 32.25%
$104.71 - $107.69 $136K - $140K
2.72K $287K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-63
- 5.04%
$634.14 - $744.83 $40K - $46.9K
1.19K $753K
SRE
Sempra Energy

Utilities
-988
- 24.08%
$67.85 - $87.67 $67K - $86.6K
3.12K $222K
HII
Huntington Ingalls Industries, Inc.

Industrials
-822
- 38.2%
$159.75 - $208.61 $131K - $171K
1.33K $271K
CDNS
Cadence Design Systems Inc

Technology
-98
- 4.54%
$233.96 - $324.52 $22.9K - $31.8K
2.06K $523K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-8.25K
- 30.82%
$10.61 - $16.49 $87.5K - $136K
18.5K $230K
EXPI
Exp World Holdings, Inc.

Real Estate
-2.61K
- 4.64%
$9.38 - $11.76 $24.5K - $30.7K
53.6K $524K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-40
- 0.59%
$168.84 - $202.89 $6.75K - $8.12K
6.72K $1.18M
MPC
Marathon Petroleum Corp

Energy
-1.22K
- 13.01%
$134.72 - $159.03 $165K - $194K
8.18K $1.19M
IWR
Ishares Russell Mid Cap ETF

ETFs
-353
- 1.34%
$82.81 - $92.93 $29.2K - $32.8K
26.1K $2.22M
VOT
Vanguard Mid Cap Growth Index

ETFs
-358
- 11.08%
$237.72 - $276.98 $85.1K - $99.2K
2.87K $703K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-34
- 0.8%
$497.6 - $606.74 $16.9K - $20.6K
4.23K $2.1M
ICF
Ishares Tr

ETFs
-2.39K
- 8.72%
$57.98 - $63.8 $139K - $153K
25K $1.54M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.1K
- 29.86%
$100.32 - $100.76 $110K - $111K
2.58K $259K
VTWG
Vanguard Russell 2000 Growth E

ETFs
-376
- 25.22%
$185.73 - $221.19 $69.8K - $83.2K
1.12K $207K
LHX
L3 Harris Technologies, Inc.

Industrials
-487
- 22.4%
$194.65 - $222.86 $94.8K - $109K
1.69K $353K
MBLY
Mobileye Global Inc.
-4.1K
- 50.5%
$14.24 - $21.85 $58.4K - $89.6K
4.02K $57K
SNCY
Sun Country Airlines Holdings, Inc.

Industrials
-2.79K
- 9.27%
$12.32 - $18.17 $34.3K - $50.6K
27.2K $335K
IWN
Ishares Russell2000 Val ETF

ETFs
-99
- 1.51%
$149.27 - $169.4 $14.8K - $16.8K
6.46K $975K
VGSH
Vanguard

ETFs
-2.03K
- 4.06%
$58.07 - $58.69 $118K - $119K
47.8K $2.81M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-32
- 0.33%
$62.43 - $84.12 $2K - $2.69K
9.78K $637K
IGV
Ishares Expanded Tech Software

ETFs
-129
- 1.85%
$88.3 - $107.83 $11.4K - $13.9K
6.85K $609K
TROW
Price T Rowe Group Inc

Financial Services
-265
- 8.85%
$91.57 - $116.93 $24.3K - $31K
2.73K $250K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-329
- 7.71%
$196.12 - $229.48 $64.5K - $75.5K
3.94K $795K
BP
Bp PLC

Energy
-7.46K
- 19.01%
$29.93 - $35.31 $223K - $263K
31.8K $1.07M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-84
- 3.93%
$211.47 - $267.17 $17.8K - $22.4K
2.05K $433K
XLC
Select Sector Spdr Tr Communic

ETFs
-841
- 10.25%
$94.84 - $105.31 $79.8K - $88.6K
7.37K $710K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.1K
- 18.61%
$65.27 - $71.18 $71.7K - $78.2K
4.81K $318K
XLV
Select Sector Spdr Fund Health

ETFs
-909
- 13.51%
$137.61 - $149.68 $125K - $136K
5.82K $849K
FANG
Diamondback Energy, Inc.

Energy
-391
- 14.47%
$139.9 - $180.18 $54.7K - $70.5K
2.31K $369K
COP
Conocophillips

Energy
-2.14K
- 8.17%
$88.6 - $105.85 $190K - $227K
24.1K $2.53M
TT
Trane Technologies PLC

Industrials
-19
- 0.94%
$332.0 - $400.86 $6.31K - $7.62K
2K $673K
VOTE
Engine No 1 ETF Tr

ETFs
-499
- 4.87%
$64.6 - $72.12 $32.2K - $36K
9.76K $637K
IT
Gartner Inc

Technology
-3
- 0.33%
$418.25 - $548.38 $1.25K - $1.65K
904 $379K
BMO
Bank Of Montreal

Financial Services
-578
- 20.17%
$94.92 - $104.14 $54.9K - $60.2K
2.29K $218K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-146
- 25.0%
$416.48 - $494.72 $60.8K - $72.2K
438 $213K
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
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