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
NUE
Nucor Corp

Basic Materials
-346
- 9.97%
$115.78 - $167.74 $40.1K - $58K
3.12K $364K
DUK
Duke Energy Corp

Utilities
-64
- 0.33%
$105.76 - $120.76 $6.77K - $7.73K
19.3K $2.08M
EXPI
Exp World Holdings, Inc.

Real Estate
-660
- 1.16%
$11.51 - $14.77 $7.6K - $9.75K
56.3K $647K
RF
Regions Financial Corp

Financial Services
-6.69K
- 36.21%
$22.45 - $27.47 $150K - $184K
11.8K $277K
HCA
Hca Healthcare, Inc.

Healthcare
-123
- 11.6%
$297.52 - $415.61 $36.6K - $51.1K
937 $281K
SHEL
Shell PLC

Energy
-1.06K
- 4.23%
$60.63 - $70.23 $64.4K - $74.6K
24.1K $1.51M
WMS
Advanced Drainage Systems, Inc.

Industrials
-329
- 12.5%
$114.63 - $163.52 $37.7K - $53.8K
2.3K $266K
VTWO
Vanguard Russell 2000 ETF

ETFs
-1.62K
- 28.45%
$87.42 - $98.06 $142K - $159K
4.08K $364K
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.15K
- 8.21%
$80.13 - $83.77 $92.3K - $96.5K
12.9K $1.03M
RIO
Rio Tinto PLC

Basic Materials
-1.24K
- 23.45%
$58.59 - $71.15 $72.5K - $88K
4.04K $237K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-543
- 32.34%
$176.4 - $231.84 $95.8K - $126K
1.14K $200K
CSX
Csx Corp

Industrials
-576
- 1.23%
$31.58 - $36.88 $18.2K - $21.2K
46.3K $1.5M
GPC
Genuine Parts CO

Consumer Cyclical
-549
- 21.47%
$113.11 - $143.63 $62.1K - $78.9K
2.01K $234K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-343
- 8.06%
$82.28 - $117.52 $28.2K - $40.3K
3.92K $331K
KE
Kimball Electronics, Inc.

Industrials
-7.15K
- 10.32%
$17.14 - $21.18 $123K - $151K
62.1K $1.16M
TXN
Texas Instruments Inc

Technology
-581
- 5.75%
N/A
9.53K $1.85M
VLO
Valero Energy Corp

Energy
-545
- 16.53%
$118.59 - $144.02 $64.6K - $78.5K
2.75K $337K
SYK
Stryker Corp

Healthcare
-272
- 3.36%
$345.14 - $392.15 $93.9K - $107K
7.83K $2.82M
VOD
Vodafone Group Public LTD CO

Communication Services
-8.66K
- 41.58%
$8.37 - $9.95 $72.5K - $86.2K
12.2K $103K
EFV
Msci Eafe Value ETF

ETFs
-910
- 7.93%
$51.78 - $57.15 $47.1K - $52K
10.6K $554K
CRSP
Crispr Therapeutics Ag

Healthcare
-1.18K
- 15.6%
$38.65 - $55.15 $45.4K - $64.8K
6.36K $250K
XLI
Industrial Sector Spdr

ETFs
-374
- 2.7%
$131.76 - $143.99 $49.3K - $53.9K
13.5K $1.77M
DD
Du Pont De Nemours, Inc.

Basic Materials
-101
- 1.55%
$75.95 - $88.05 $7.67K - $8.89K
6.41K $488K
SOXX
Ishares Semiconductor ETF

ETFs
-12
- 0.21%
$211.27 - $239.8 $2.54K - $2.88K
5.76K $1.24M
URI
United Rentals, Inc.

Industrials
-18
- 2.55%
$704.44 - $880.32 $12.7K - $15.8K
688 $484K
RACE
Ferrari N.V.

Consumer Cyclical
-77
- 7.01%
$422.83 - $490.34 $32.6K - $37.8K
1.02K $433K
D
Dominion Energy, Inc

Utilities
-326
- 2.07%
$52.63 - $60.92 $17.2K - $19.9K
15.4K $829K
WM
Waste Management Inc

Industrials
-125
- 1.32%
$201.79 - $228.46 $25.2K - $28.6K
9.32K $1.88M
LEG
Leggett & Platt Inc

Consumer Cyclical
-111
- 0.57%
$9.5 - $13.67 $1.05K - $1.52K
19.3K $185K
XLU
Utilities Sector Spdr

ETFs
-639
- 11.48%
$74.89 - $82.93 $47.9K - $53K
4.93K $372K
XCEM
Columbia ETF Tr Ii

ETFs
-878
- 5.44%
$29.6 - $32.67 $26K - $28.7K
15.3K $451K
OTIS
Otis Worldwide Corp

Industrials
-233
- 4.94%
$92.57 - $106.01 $21.6K - $24.7K
4.48K $415K
VNQ
Vanguard Specialized Funds Van

ETFs
-464
- 13.06%
$87.85 - $98.6 $40.8K - $45.8K
3.09K $275K
CB
Chubb LTD

Financial Services
-23
- 0.45%
$271.57 - $301.89 $6.25K - $6.94K
5.11K $1.41M
IDV
Ishares Tr

ETFs
-1.37K
- 13.66%
$27.03 - $29.92 $37K - $40.9K
8.64K $236K
TFC
Truist Financial Corp

Financial Services
-1.75K
- 8.72%
$41.51 - $48.1 $72.5K - $84K
18.3K $792K
LHX
L3 Harris Technologies, Inc.

Industrials
-15
- 0.69%
$208.94 - $264.22 $3.13K - $3.96K
2.17K $457K
MNST
Monster Beverage Corp

Consumer Defensive
-1.25K
- 14.36%
$49.24 - $56.38 $61.3K - $70.2K
7.42K $390K
IYR
Ishares Tr

ETFs
-67
- 1.08%
$90.74 - $102.87 $6.08K - $6.89K
6.15K $571K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-1.11K
- 20.8%
$61.21 - $76.19 $68.2K - $84.9K
4.24K $317K
FDX
Fedex Corp

Industrials
-587
- 4.21%
$260.5 - $305.15 $153K - $179K
13.3K $3.76M
BDX
Becton Dickinson & CO

Healthcare
-106
- 4.5%
$220.02 - $243.75 $23.3K - $25.8K
2.25K $510K
GAB
Gabelli Equity Trust Inc

Financial Services
-9.79K
- 23.29%
$5.36 - $5.83 $52.5K - $57.1K
32.2K $173K
HMC
Honda Motor CO LTD

Consumer Cyclical
-953
- 11.48%
$23.7 - $32.62 $22.6K - $31.1K
7.35K $209K
YUM
Yum Brands Inc

Consumer Cyclical
-20
- 0.22%
$130.36 - $139.54 $2.61K - $2.79K
9.11K $1.22M
TTE
Total Energies Se

Energy
-749
- 7.36%
N/A
9.42K $646K
A
Agilent Technologies, Inc.

Healthcare
-18
- 0.53%
$125.69 - $146.56 $2.26K - $2.64K
3.35K $449K
VTI
Vanguard Total Stock Market Et

ETFs
-923
- 2.82%
$280.04 - $302.45 $258K - $279K
31.8K $9.21M
NIO
Nio Inc.

Consumer Cyclical
-3.25K
- 21.4%
$4.31 - $7.21 $14K - $23.4K
11.9K $51K
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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