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
ESS
Essex Property Trust, Inc.

Real Estate
-3
- 0.15%
N/A
1.97K $536K
Wells Fargo CO New Perp Pfd Cnv A
-214
- 0.26%
N/A
81.7K $0
Ge Healthcare Technologies Inc Common Stock
-71
- 0.93%
N/A
7.6K $0
Bk Of America Corp 7.25 Cnv Pfd
-130
- 0.14%
N/A
93K $0
Lam Research Corp
-2.88K
- 15.84%
N/A
15.3K $0
Veralto Corp Com Shs
-301
- 9.1%
N/A
3.01K $0
XLP
Consumer Staples Sector Spdr

ETFs
-2
- 0.02%
N/A
13.3K $1.01M
Linde PLC Shs
-116
- 2.72%
N/A
4.15K $0
Smurfit Westrock PLC Shs
-2.22K
- 17.49%
N/A
10.5K $0
TSCO
Tractor Supply CO

Consumer Cyclical
-185
- 2.68%
$51.66 - $57.94 $9.56K - $10.7K
6.71K $369K
PAYC
Paycom Software, Inc.

Technology
-112
- 5.16%
$199.42 - $225.82 $22.3K - $25.3K
2.06K $449K
DGRO
Ishares Core Dividend Growth E

ETFs
-35
- 0.24%
$60.46 - $64.42 $2.12K - $2.25K
14.4K $891K
THFF
First Financial Corp

Financial Services
-1.25K
- 5.12%
$43.45 - $53.53 $54.3K - $66.9K
23.2K $1.13M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-28
- 0.54%
$58.32 - $65.09 $1.63K - $1.82K
5.18K $312K
CTRA
Coterra Energy Inc.

Energy
-784
- 8.41%
$25.51 - $29.83 $20K - $23.4K
8.54K $246K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-36
- 0.85%
$128.74 - $138.67 $4.63K - $4.99K
4.22K $571K
CB
Chubb LTD

Financial Services
-405
- 7.92%
$257.71 - $301.99 $104K - $122K
4.71K $1.42M
CINF
Cincinnati Financial Corp

Financial Services
-103
- 1.63%
$133.67 - $147.81 $13.8K - $15.2K
6.22K $919K
EOG
Eog Resources Inc

Energy
-97
- 2.16%
$120.54 - $138.05 $11.7K - $13.4K
4.4K $563K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-116
- 5.82%
$106.31 - $123.73 $12.3K - $14.4K
1.88K $232K
DRI
Darden Restaurants Inc

Consumer Cyclical
-49
- 3.95%
$180.02 - $208.56 $8.82K - $10.2K
1.19K $247K
RDFN
Redfin Corp

Real Estate
-1.26K
- 5.93%
$5.82 - $11.39 $7.34K - $14.4K
20K $184K
K
Kellogg CO

Consumer Defensive
-29
- 0.21%
$81.06 - $82.9 $2.35K - $2.4K
13.7K $1.13M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-94
- 0.37%
$42.18 - $45.16 $3.96K - $4.25K
25K $1.11M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-45
- 0.1%
$25.77 - $27.6 $1.16K - $1.24K
45K $1.2M
EFV
Msci Eafe Value ETF

ETFs
-762
- 7.21%
$51.88 - $60.73 $39.5K - $46.3K
9.8K $577K
DUK
Duke Energy Corp

Utilities
-2.07K
- 10.69%
$105.87 - $121.97 $219K - $252K
17.3K $2.11M
PAYX
Paychex Inc

Industrials
-203
- 5.17%
$136.06 - $154.52 $27.6K - $31.4K
3.72K $574K
SLB
Schlumberger Limited

Energy
-1.67K
- 6.07%
$38.4 - $43.74 $64K - $72.9K
25.8K $1.08M
AEE
Ameren Corp

Utilities
-18
- 0.67%
$86.87 - $103.67 $1.56K - $1.87K
2.66K $266K
ALL
Allstate Corp

Financial Services
-151
- 3.56%
$180.99 - $210.18 $27.3K - $31.7K
4.09K $847K
KR
Kroger CO

Consumer Defensive
-426
- 4.48%
$58.36 - $67.72 $24.9K - $28.8K
9.08K $614K
ATEC
Alphatec Holdings, Inc.

Healthcare
-300
- 0.74%
$9.06 - $12.53 $2.72K - $3.76K
40.5K $410K
HEI
Heico Corp

Industrials
-4
- 0.26%
$219.6 - $270.85 $878 - $1.08K
1.55K $414K
MELI
Mercadolibre Inc

Consumer Cyclical
-12
- 3.14%
$1739.0 - $2260.0 $20.9K - $27.1K
370 $721K
ECL
Ecolab Inc.

Basic Materials
-19
- 0.47%
$229.72 - $269.82 $4.36K - $5.13K
4.02K $1.02M
WCN
Waste Connections, Inc.

Industrials
-120
- 2.92%
$169.89 - $195.19 $20.4K - $23.4K
3.99K $778K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-313
- 2.14%
$98.98 - $113.18 $31K - $35.4K
14.3K $1.62M
EEM
Ishares Msci Emerging Markets

ETFs
-3.36K
- 2.81%
$40.81 - $45.34 $137K - $152K
116K $5.08M
SONY
Sony Group Corp

Technology
-1.67K
- 5.73%
$19.88 - $25.64 $33.2K - $42.8K
27.5K $697K
SYK
Stryker Corp

Healthcare
-27
- 0.34%
$355.18 - $399.9 $9.59K - $10.8K
7.8K $2.9M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-13.5K
- 1.08%
$77.7 - $78.94 $1.05M - $1.07M
1.23M $97.4M
SLV
I Shares Silver Trust

ETFs
-422
- 1.75%
$26.93 - $31.32 $11.4K - $13.2K
23.6K $732K
TGTX
Tg Therapeutics, Inc.

Healthcare
-529
- 3.91%
$27.67 - $42.99 $14.6K - $22.7K
13K $512K
IAU
Ishares Gold Trust

ETFs
-784
- 4.53%
$49.74 - $58.96 $39K - $46.2K
16.5K $974K
CSCO
Cisco Systems, Inc.

Technology
-1.96K
- 2.05%
$58.74 - $64.87 $115K - $127K
93.8K $5.79M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-25
- 0.09%
$24.11 - $28.41 $603 - $710
28.3K $804K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-80
- 1.45%
$208.48 - $244.03 $16.7K - $19.5K
5.44K $1.33M
MDT
Medtronic PLC

Healthcare
-187
- 1.02%
$79.84 - $94.5 $14.9K - $17.7K
18.2K $1.63M
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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