Valeo Financial Advisors, LLC Closed Holding Positions

Valeo Financial Advisors, LLC

  • $36.8 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ITM
Vaneck Intermediate Muni ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
714
$51.12 - $52.03 $36.5K - $37.1K
Trillium Therapeutics Inc Com New
Q2 2021 Filed on Jul 22, 2021
1,000
N/A
CO
Global Cord Blood Corp

Healthcare
Q2 2021 Filed on Jul 22, 2021
4,110
$4.46 - $6.22 $18.3K - $25.6K
NOMD
Nomad Foods LTD

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
10
$27.81 - $31.64 $278 - $316
TRTN
Triton International LTD

Industrials
Q2 2021 Filed on Jul 22, 2021
330
$48.74 - $57.5 $16.1K - $19K
SIOX
Sio Gene Therapies Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
5,000
$2.07 - $2.89 $10.4K - $14.5K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
Q2 2021 Filed on Jul 22, 2021
30
$37.63 - $40.22 $1.13K - $1.21K
SFIX
Stitch Fix, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
1,100
$39.25 - $66.1 $43.2K - $72.7K
FTCH
Farfetch LTD

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
400
$37.24 - $53.56 $14.9K - $21.4K
Zynga Inc
Q2 2021 Filed on Jul 22, 2021
2,000
N/A
VFF
Village Farms International, Inc.

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
1,900
$7.89 - $13.81 $15K - $26.2K
NET
Cloudflare, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
600
$66.65 - $107.6 $40K - $64.6K
VITL
Vital Farms, Inc.

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
3,000
$19.5 - $25.56 $58.5K - $76.7K
FLT
Fleetcor Technologies Inc

Technology
Q2 2021 Filed on Jul 22, 2021
100
$253.55 - $293.44 $25.4K - $29.3K
GRWG
Grow Generation Corp.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
300
$35.53 - $55.28 $10.7K - $16.6K
MDB
Mongo Db, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
200
$244.74 - $389.23 $48.9K - $77.8K
TQQQ
Proshares Ultrapro Qqq

ETFs
Q2 2021 Filed on Jul 22, 2021
900
$44.13 - $61.52 $39.7K - $55.4K
JMIA
Jumia Technologies Ag

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
1,200
$23.1 - $38.61 $27.7K - $46.3K
CHWY
Chewy, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
200
$65.68 - $87.38 $13.1K - $17.5K
SAVE
Spirit Airlines, Inc.

Industrials
Q2 2021 Filed on Jul 22, 2021
200
$30.44 - $38.29 $6.09K - $7.66K
Sos Limited Spnsord Ads New
Q2 2021 Filed on Jul 22, 2021
400
N/A
Quantumscape Corp Com Cl A
Q2 2021 Filed on Jul 22, 2021
200
N/A
CURI
Curiosity Stream Inc.

Communication Services
Q2 2021 Filed on Jul 22, 2021
400
$8.39 - $15.46 $3.36K - $6.18K
Paysafe Limited Ord
Q2 2021 Filed on Jul 22, 2021
4
N/A
Social Capital Hedosopha Hldng Shs Cl A
Q2 2021 Filed on Jul 22, 2021
500
N/A
GOEV
Canoo Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
500
$7.09 - $11.05 $3.55K - $5.53K
APPH
App Harvest, Inc.

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
200
$11.39 - $20.07 $2.28K - $4.01K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
200
$26.11 - $33.71 $5.22K - $6.74K
AEM
Agnico Eagle Mines LTD

Basic Materials
Q2 2021 Filed on Jul 22, 2021
300
$59.67 - $73.57 $17.9K - $22.1K
LRCX
Lam Research Corp

Technology
Q2 2021 Filed on Jul 22, 2021
200
$557.67 - $668.0 $112K - $134K
CEVA
Ceva Inc

Technology
Q2 2021 Filed on Jul 22, 2021
500
$41.05 - $59.7 $20.5K - $29.9K
BIDU
Baidu, Inc.

Communication Services
Q2 2021 Filed on Jul 22, 2021
200
$179.3 - $226.77 $35.9K - $45.4K
UUUU
Energy Fuels Inc

Energy
Q2 2021 Filed on Jul 22, 2021
300
$5.14 - $7.29 $1.54K - $2.19K
RIOT
Riot Blockchain, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
400
$22.23 - $59.26 $8.89K - $23.7K
NVAX
Novavax Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
200
$121.0 - $257.67 $24.2K - $51.5K
VMC
Vulcan Materials CO

Basic Materials
Q1 2021 Filed on Apr 12, 2021
100
$146.03 - $174.15 $14.6K - $17.4K
CRH
Crh Public LTD CO

Basic Materials
Q1 2021 Filed on Apr 12, 2021
166
$41.14 - $48.67 $6.83K - $8.08K
ENIC
Enel Chile S.A.

Utilities
Q1 2021 Filed on Apr 12, 2021
1,343
$3.6 - $4.41 $4.83K - $5.92K
IYE
Ishares Tr

ETFs
Q1 2021 Filed on Apr 12, 2021
2,700
$20.29 - $28.47 $54.8K - $76.9K
AG
First Majestic Silver Corp

Basic Materials
Q1 2021 Filed on Apr 12, 2021
215
$11.81 - $22.12 $2.54K - $4.76K
KALV
Kal Vista Pharmaceuticals, Inc.

Healthcare
Q1 2021 Filed on Apr 12, 2021
142
$14.69 - $42.57 $2.09K - $6.04K
AEG
Aegon Nv

Financial Services
Q1 2021 Filed on Apr 12, 2021
890
$3.88 - $5.06 $3.45K - $4.5K
Collectors Universe Inc
Q1 2021 Filed on Apr 12, 2021
515
N/A
Wyndham Worldwide Corp
Q1 2021 Filed on Apr 12, 2021
1,507
N/A
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q1 2021 Filed on Apr 12, 2021
342
$93.7 - $99.63 $32K - $34.1K
Wpx Energy Inc
Q1 2021 Filed on Apr 12, 2021
296
N/A
MCHI
Ishares Msci China ETF

ETFs
Q1 2021 Filed on Apr 12, 2021
80
$79.33 - $97.19 $6.35K - $7.78K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
Q1 2021 Filed on Apr 12, 2021
84
$72.25 - $168.95 $6.07K - $14.2K
DHT
Dht Holdings, Inc.

Energy
Q1 2021 Filed on Apr 12, 2021
0
$5.3 - $6.61 $0 - $0
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