Valeo Financial Advisors, LLC Closed Holding Positions

Valeo Financial Advisors, LLC

  • $3.81 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
NVDA
Nvidia Corp

Technology
Q3 2024 Filed on Oct 10, 2024
400
$98.91 - $134.91 $39.6K - $54K
Cerner Corp
Q2 2022 Filed on Aug 03, 2022
2,930
N/A
AMG
Affiliated Managers Group, Inc.

Financial Services
Q2 2022 Filed on Aug 03, 2022
26,542
$113.52 - $144.47 $3.01M - $3.83M
NLY
Annaly Capital Management Inc

Real Estate
Q2 2022 Filed on Aug 03, 2022
13,000
$5.48 - $7.06 $71.2K - $91.8K
APPN
Appian Corp

Technology
Q2 2022 Filed on Aug 03, 2022
8,210
$39.46 - $64.98 $324K - $533K
WHR
Whirlpool Corp

Consumer Cyclical
Q2 2022 Filed on Aug 03, 2022
1,255
$147.45 - $198.19 $185K - $249K
Discovery Hldg CO
Q2 2022 Filed on Aug 03, 2022
9,370
N/A
BAM
Brookfield Asset Management Inc.

Financial Services
Q2 2022 Filed on Aug 03, 2022
43,019
$43.18 - $58.62 $1.86M - $2.52M
RHP
Ryman Hospitality Properties, Inc.

Real Estate
Q2 2022 Filed on Aug 03, 2022
22,044
$73.04 - $98.7 $1.61M - $2.18M
Rockwell Med Inc Com
Q2 2022 Filed on Aug 03, 2022
10,885
N/A
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q2 2022 Filed on Aug 03, 2022
10,713
$10.38 - $22.19 $111K - $238K
LBTYK
Liberty Global PLC

Communication Services
Q2 2022 Filed on Aug 03, 2022
12,188
$22.09 - $26.39 $269K - $322K
HYG
Ishares Tr

ETFs
Q2 2022 Filed on Aug 03, 2022
3,060
$73.1 - $82.57 $224K - $253K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 03, 2022
11,216
$92.2 - $121.25 $1.03M - $1.36M
IYG
Ishares Tr

ETFs
Q2 2022 Filed on Aug 03, 2022
1,155
$48.28 - $60.23 $55.8K - $69.6K
ABEV
Ambev S.A.

Consumer Defensive
Q2 2022 Filed on Aug 03, 2022
10,457
$2.45 - $3.29 $25.6K - $34.4K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q2 2022 Filed on Aug 03, 2022
1,788
$107.41 - $121.51 $192K - $217K
CNI
Canadian National Railway CO

Industrials
Q2 2022 Filed on Aug 03, 2022
1,518
$107.76 - $130.12 $164K - $198K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
Q2 2022 Filed on Aug 03, 2022
1,257
$28.78 - $53.32 $36.2K - $67K
GSK
Gsk PLC

Healthcare
Q2 2022 Filed on Aug 03, 2022
16,695
$42.05 - $47.77 $702K - $798K
TWLO
Twilio Inc

Communication Services
Q2 2022 Filed on Aug 03, 2022
2,624
$78.73 - $174.71 $207K - $458K
ROKU
Roku, Inc

Communication Services
Q2 2022 Filed on Aug 03, 2022
2,505
$73.25 - $134.59 $183K - $337K
BXP
Boston Properties Inc

Real Estate
Q2 2022 Filed on Aug 03, 2022
1,734
$88.55 - $130.24 $154K - $226K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q2 2022 Filed on Aug 03, 2022
36,677
$50.05 - $51.06 $1.84M - $1.87M
QLD
Proshares Ultra Qqq

ETFs
Q2 2022 Filed on Aug 03, 2022
2,801
$38.92 - $74.76 $109K - $209K
JD
Jd.Com, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 03, 2022
2,390
$48.67 - $66.47 $116K - $159K
ETSY
Etsy Inc

Consumer Cyclical
Q2 2022 Filed on Aug 03, 2022
1,592
$69.0 - $136.17 $110K - $217K
IBDN
Ishares Ibonds Dec 2022 Term C

ETFs
Q2 2022 Filed on Aug 03, 2022
63,905
N/A
B
Barnes Group Inc

Industrials
Q2 2022 Filed on Aug 03, 2022
76,000
$30.87 - $40.16 $2.35M - $3.05M
AMPE
Ampio Pharmaceuticals, Inc.

Healthcare
Q2 2022 Filed on Aug 03, 2022
333,574
$0.16 - $0.47 $53.4K - $157K
ALLY
Ally Financial Inc.

Financial Services
Q2 2022 Filed on Aug 03, 2022
20,412
$32.24 - $44.81 $658K - $915K
TQQQ
Proshares Ultrapro Qqq

ETFs
Q2 2022 Filed on Aug 03, 2022
8,238
$21.86 - $61.55 $180K - $507K
SONO
Sonos Inc

Technology
Q2 2022 Filed on Aug 03, 2022
8,006
$18.04 - $28.29 $144K - $226K
MTZ
Mastec Inc

Industrials
Q2 2022 Filed on Aug 03, 2022
17,482
$68.67 - $87.6 $1.2M - $1.53M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q2 2022 Filed on Aug 03, 2022
6,845
$45.07 - $47.95 $309K - $328K
TNA
Direxion Daily Small Cap Bull

ETFs
Q2 2022 Filed on Aug 03, 2022
4,983
$29.85 - $65.55 $149K - $327K
LYFT
Lyft, Inc.

Technology
Q2 2022 Filed on Aug 03, 2022
4,121
$13.28 - $38.96 $54.7K - $161K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
Q2 2022 Filed on Aug 03, 2022
1,200
$74.48 - $91.47 $89.4K - $110K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
Q2 2022 Filed on Aug 03, 2022
13,632
$20.69 - $29.46 $282K - $402K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q2 2022 Filed on Aug 03, 2022
5,638
$36.58 - $70.5 $206K - $397K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
Q2 2022 Filed on Aug 03, 2022
17,427
$8.02 - $9.82 $140K - $171K
Draftkings Inc Com Cl A
Q2 2022 Filed on Aug 03, 2022
19,998
N/A
FTAI
Fortress Transportation & Infrastructure Investors LLC

Industrials
Q2 2022 Filed on Aug 03, 2022
7,849
$17.01 - $26.16 $134K - $205K
LMND
Lemonade, Inc.

Financial Services
Q2 2022 Filed on Aug 03, 2022
13,057
$16.49 - $28.61 $215K - $374K
At Home Group Inc Com
Q2 2022 Filed on Aug 03, 2022
12,903
N/A
RPG
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 03, 2022
1,209
$28.51 - $37.1 $34.5K - $44.9K
KRBN
Kraneshares Global Carbon Stra

Technology
Q2 2022 Filed on Aug 03, 2022
11,252
$46.27 - $50.63 $521K - $570K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
Q2 2022 Filed on Aug 03, 2022
13,715
$10.35 - $21.01 $142K - $288K
OGN
Organon & Co.

Healthcare
Q2 2022 Filed on Aug 03, 2022
7,449
$31.66 - $38.9 $236K - $290K
Track This Portfolio

Track Valeo Financial Advisors, LLC Portfolio

Follow Valeo Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valeo Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valeo Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email