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
SCHA
Schwab Strategic Tr Us Small C

ETFs
-102
- 0.45%
$23.16 - $27.04 $2.36K - $2.76K
22.5K $527K
DHI
Horton D R Inc

Consumer Cyclical
-70
- 1.84%
$125.29 - $147.65 $8.77K - $10.3K
3.73K $473K
ZTS
Zoetis Inc.

Healthcare
-426
- 5.67%
$156.48 - $175.67 $66.7K - $74.8K
7.09K $1.17M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-568
- 14.25%
$69.82 - $78.67 $39.7K - $44.7K
3.42K $240K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-344
- 15.17%
$119.84 - $136.1 $41.2K - $46.8K
1.92K $232K
LUV
Southwest Airlines CO

Industrials
-1.46K
- 10.59%
$28.18 - $34.84 $41.2K - $50.9K
12.3K $414K
FNDF
Schwab Fundamental Intl Large

ETFs
-1.88K
- 24.76%
$32.9 - $37.45 $61.7K - $70.2K
5.7K $205K
ROST
Ross Stores, Inc.

Consumer Cyclical
-5
- 0.26%
$123.3 - $154.95 $617 - $775
1.93K $246K
TFC
Truist Financial Corp

Financial Services
-97
- 0.53%
$39.48 - $48.15 $3.83K - $4.67K
18.2K $748K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-500
- 17.49%
$97.38 - $104.52 $48.7K - $52.3K
2.36K $240K
MU
Micron Technology Inc

Technology
-758
- 7.53%
$86.89 - $109.38 $65.9K - $82.9K
9.3K $808K
IWS
Ishares Russell Midcap Value E

ETFs
-203
- 5.48%
$122.59 - $135.24 $24.9K - $27.5K
3.5K $440K
PRU
Prudential Financial Inc

Financial Services
-7
- 0.13%
$105.04 - $122.33 $735 - $856
5.24K $585K
ITB
Ishares Tr

ETFs
-136
- 5.85%
$93.86 - $111.45 $12.8K - $15.2K
2.19K $208K
ENB
Enbridge Inc

Energy
-885
- 14.9%
$41.54 - $45.45 $36.8K - $40.2K
5.06K $224K
ITW
Illinois Tool Works Inc

Industrials
-33
- 1.05%
$244.9 - $274.48 $8.08K - $9.06K
3.11K $772K
AIG
American International Group, Inc.

Financial Services
-2.72K
- 18.11%
$70.5 - $86.94 $192K - $237K
12.3K $1.07M
XLI
Industrial Sector Spdr

ETFs
-107
- 0.8%
$128.78 - $141.67 $13.8K - $15.2K
13.3K $1.75M
MSI
Motorola Solutions, Inc.

Technology
-1
- 0.11%
$411.73 - $482.1 $412 - $482
923 $404K
GWW
W.W. Grainger, Inc.

Industrials
-3
- 0.98%
$953.54 - $1132.42 $2.86K - $3.4K
304 $300K
WMS
Advanced Drainage Systems, Inc.

Industrials
-57
- 2.47%
$105.29 - $126.99 $6K - $7.24K
2.25K $244K
SHW
Sherwin Williams CO

Basic Materials
-143
- 4.73%
$330.16 - $365.55 $47.2K - $52.3K
2.88K $1.01M
DOV
Dover Corp

Industrials
-16
- 1.11%
$174.65 - $206.43 $2.79K - $3.3K
1.43K $250K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-690
- 2.38%
$39.96 - $43.3 $27.6K - $29.9K
28.3K $1.16M
LII
Lennox International Inc

Industrials
-1
- 0.26%
$553.05 - $666.93 $553 - $667
388 $217K
TXN
Texas Instruments Inc

Technology
-87
- 0.91%
N/A
9.44K $1.84M
NDAQ
Nasdaq, Inc.

Financial Services
-84
- 1.43%
$72.17 - $83.76 $6.06K - $7.04K
5.78K $438K
O
Realty Income Corp

Real Estate
-851
- 11.02%
$51.67 - $58.49 $44K - $49.8K
6.87K $398K
TLRY
Tilray Brands, Inc.

Healthcare
-875
- 4.67%
$0.59 - $1.46 $516 - $1.28K
17.9K $11K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-596
- 12.05%
$42.3 - $53.69 $25.2K - $32K
4.35K $226K
IYR
Ishares Tr

ETFs
-291
- 4.73%
$89.49 - $98.98 $26K - $28.8K
5.86K $560K
FCX
Freeport Mcmoran Inc

Basic Materials
-171
- 0.78%
$34.5 - $43.01 $5.9K - $7.35K
21.6K $819K
NTRS
Northern Trust Corp

Financial Services
-9
- 0.39%
$96.09 - $113.81 $865 - $1.02K
2.32K $228K
PEAK
Healthpeak Properties, Inc.

Real Estate
-555
- 2.71%
N/A
19.9K $378K
PAA
Plains All American Pipeline LP

Energy
-2.98K
- 17.32%
$17.32 - $20.96 $51.6K - $62.4K
14.2K $284K
APD
Air Products & Chemicals, Inc.

Basic Materials
-82
- 2.7%
$283.24 - $338.07 $23.2K - $27.7K
2.96K $872K
FTV
Fortive Corp

Technology
-1
- 0.03%
$71.82 - $82.98 $71.8 - $83
3.88K $283K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-382
- 6.77%
$59.28 - $66.1 $22.6K - $25.3K
5.26K $334K
VRSK
Verisk Analytics, Inc.

Industrials
-83
- 10.41%
$268.63 - $301.33 $22.3K - $25K
714 $212K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-895
- 3.95%
$9.47 - $11.46 $8.48K - $10.3K
21.8K $233K
MNST
Monster Beverage Corp

Consumer Defensive
-859
- 11.57%
$46.16 - $58.58 $39.7K - $50.3K
6.56K $384K
ADSK
Autodesk, Inc.

Technology
-11
- 0.64%
N/A
1.72K $422K
C
Citigroup Inc

Financial Services
-593
- 0.9%
$67.23 - $84.63 $39.9K - $50.2K
65.3K $4.63M
VLO
Valero Energy Corp

Energy
-214
- 7.78%
$121.76 - $142.99 $26.1K - $30.6K
2.54K $335K
IWD
Ishares Russell 1000 Val ETF

ETFs
-727
- 1.63%
$182.82 - $196.21 $133K - $143K
44K $8.27M
Grayscale Ethereum Trust ETF
-467
- 2.86%
N/A
15.8K $0
Laboratory Corp Of America
-368
- 6.44%
N/A
5.35K $0
Super Micro Computer Inc Com New
-7.39K
- 32.06%
N/A
15.7K $0
Celestica Inc Com
-47
- 1.32%
N/A
3.51K $0
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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