Valeo Financial Advisors, LLC Closed Holding Positions

Valeo Financial Advisors, LLC

  • $4.33 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Brookfield Infrastructure Corp Com Sb Vtg Shs A
Q2 2021 Filed on Jul 22, 2021
12
N/A
SAVE
Spirit Airlines, Inc.

Industrials
Q2 2021 Filed on Jul 22, 2021
5
$30.44 - $38.29 $152 - $191
ENPH
Enphase Energy, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
25
$114.61 - $188.33 $2.87K - $4.71K
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q2 2021 Filed on Jul 22, 2021
101
$9.65 - $9.98 $975 - $1.01K
ACRE
Ares Commercial Real Estate Corp

Real Estate
Q2 2021 Filed on Jul 22, 2021
5,893
$13.76 - $16.92 $81.1K - $99.7K
SAND
Sandstorm Gold LTD

Basic Materials
Q2 2021 Filed on Jul 22, 2021
700
$7.04 - $9.19 $4.93K - $6.43K
DVYE
Ishares Emerging Markets Divid

ETFs
Q2 2021 Filed on Jul 22, 2021
1,000
$38.68 - $41.57 $38.7K - $41.6K
CPK
Chesapeake Utilities Corp

Utilities
Q2 2021 Filed on Jul 22, 2021
23
$114.56 - $123.09 $2.63K - $2.83K
MGPI
Mgp Ingredients Inc

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
49
$59.39 - $75.71 $2.91K - $3.71K
MANT
Mantech International Corp

Technology
Q2 2021 Filed on Jul 22, 2021
38
$82.97 - $91.22 $3.15K - $3.47K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
Q2 2021 Filed on Jul 22, 2021
1,800
$14.09 - $16.78 $25.4K - $30.2K
MLKN
Millerknoll, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
4
$39.67 - $50.69 $159 - $203
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
Q2 2021 Filed on Jul 22, 2021
1,590
$45.83 - $55.18 $72.9K - $87.7K
USPH
U S Physical Therapy Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
5
$104.07 - $121.37 $520 - $607
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
Q2 2021 Filed on Jul 22, 2021
3
$43.26 - $48.45 $130 - $145
MDC
M.D.C. Holdings, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
4
$49.85 - $62.13 $199 - $249
Quidel Corp Com
Q2 2021 Filed on Jul 22, 2021
100
N/A
WTRG
Essential Utilities, Inc.

Utilities
Q2 2021 Filed on Jul 22, 2021
417
$44.72 - $49.09 $18.6K - $20.5K
BMI
Badger Meter Inc

Technology
Q2 2021 Filed on Jul 22, 2021
25
$89.92 - $99.26 $2.25K - $2.48K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
Q2 2021 Filed on Jul 22, 2021
1,146
$54.47 - $70.0 $62.4K - $80.2K
CRS
Carpenter Technology Corp

Industrials
Q2 2021 Filed on Jul 22, 2021
3
$37.87 - $49.02 $114 - $147
MKTX
Marketaxess Holdings Inc

Financial Services
Q2 2021 Filed on Jul 22, 2021
10
$432.89 - $539.68 $4.33K - $5.4K
KWR
Quaker Chemical Corp

Basic Materials
Q2 2021 Filed on Jul 22, 2021
10
$229.75 - $246.17 $2.3K - $2.46K
CEVA
Ceva Inc

Technology
Q2 2021 Filed on Jul 22, 2021
500
$41.05 - $59.7 $20.5K - $29.9K
ARKW
Ark Next Generation Internet E

ETFs
Q2 2021 Filed on Jul 22, 2021
775
$123.49 - $160.08 $95.7K - $124K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
Q2 2021 Filed on Jul 22, 2021
37
$46.54 - $56.8 $1.72K - $2.1K
MSGS
Madison Square Garden Sports Corp.

Communication Services
Q2 2021 Filed on Jul 22, 2021
17
$169.81 - $192.03 $2.89K - $3.26K
Arena Pharmaceuticals Inc
Q2 2021 Filed on Jul 22, 2021
88
N/A
DXPE
Dxp Enterprises Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
1,900
$28.3 - $33.3 $53.8K - $63.3K
VBIV
Vbi Vaccines Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
1,000
$2.61 - $4.17 $2.61K - $4.17K
SELB
Selecta Biosciences Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
500
$2.82 - $5.01 $1.41K - $2.51K
WOR
Worthington Industries Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
15
$56.83 - $71.16 $852 - $1.07K
FTS
Fortis Inc.

Utilities
Q2 2021 Filed on Jul 22, 2021
31
$43.4 - $46.74 $1.35K - $1.45K
ACB
Aurora Cannabis Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
274
$6.86 - $10.23 $1.88K - $2.8K
ASTE
Astec Industries Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
12
$59.08 - $79.2 $709 - $950
Marvell Technology Group LTD
Q2 2021 Filed on Jul 22, 2021
8,400
N/A
ATUS
Altice Usa, Inc.

Communication Services
Q2 2021 Filed on Jul 22, 2021
15
$32.08 - $37.83 $481 - $567
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
Q2 2021 Filed on Jul 22, 2021
36
$62.99 - $67.26 $2.27K - $2.42K
RWL
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Jul 22, 2021
351
$69.98 - $74.67 $24.6K - $26.2K
VXRT
Vaxart, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
2,500
$5.06 - $10.78 $12.6K - $27K
VFVA
Vanguard Wellington Fd U S Val

ETFs
Q2 2021 Filed on Jul 22, 2021
48
$94.91 - $103.91 $4.56K - $4.99K
CHX
Champion X Corp

Energy
Q2 2021 Filed on Jul 22, 2021
19
$18.94 - $29.68 $360 - $564
ARLO
Arlo Technologies, Inc.

Industrials
Q2 2021 Filed on Jul 22, 2021
550
$5.78 - $7.37 $3.18K - $4.05K
GRNQ
Greenpro Capital Corp.

Industrials
Q2 2021 Filed on Jul 22, 2021
2,150
$11.3 - $29.0 $24.3K - $62.4K
KOMP
Spdr S&P Kensho New Economies

ETFs
Q2 2021 Filed on Jul 22, 2021
940
$59.57 - $69.47 $56K - $65.3K
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q2 2021 Filed on Jul 22, 2021
375
$56.38 - $57.16 $21.1K - $21.4K
PJUN
Innovator U.S. Equity Power Bu

ETFs
Q2 2021 Filed on Jul 22, 2021
1,792
$30.61 - $31.06 $54.9K - $55.7K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
Q2 2021 Filed on Jul 22, 2021
2,067
$44.5 - $57.05 $92K - $118K
VONG
Vanguard Russell 1000 Growth E

ETFs
Q2 2021 Filed on Jul 22, 2021
104
$62.94 - $69.93 $6.55K - $7.27K
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