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
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
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
0
$298.75 - $366.66 $0 - $0
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
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
Michaels Cos Inc Com
Q1 2021 Filed on Apr 12, 2021
22
N/A
OFS
Ofs Capital Corp

Financial Services
Q1 2021 Filed on Apr 12, 2021
100
$6.82 - $9.15 $682 - $915
WPP
Wpp PLC

Communication Services
Q1 2021 Filed on Apr 12, 2021
197
$51.94 - $64.96 $10.2K - $12.8K
Apache Corp Com
Q1 2021 Filed on Apr 12, 2021
500
N/A
EPC
Edgewell Personal Care CO

Consumer Defensive
Q1 2021 Filed on Apr 12, 2021
65
$29.99 - $40.43 $1.95K - $2.63K
ERJ
Embraer S.A.

Industrials
Q1 2021 Filed on Apr 12, 2021
763
$6.32 - $10.68 $4.82K - $8.15K
Parsley Energy Inc Cl A
Q1 2021 Filed on Apr 12, 2021
5
N/A
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
Q1 2021 Filed on Apr 12, 2021
187
$42.21 - $48.97 $7.89K - $9.16K
DDD
3 D Systems Corp

Technology
Q1 2021 Filed on Apr 12, 2021
40
$10.47 - $55.35 $419 - $2.21K
AJRD
Aerojet Rocketdyne Holdings, Inc.

Industrials
Q1 2021 Filed on Apr 12, 2021
2
$46.54 - $53.13 $93.1 - $106
Forterra Inc Com
Q1 2021 Filed on Apr 12, 2021
550
N/A
PIPR
Piper Sandler Companies

Financial Services
Q1 2021 Filed on Apr 12, 2021
15
$91.33 - $123.0 $1.37K - $1.85K
CNX
Cnx Resources Corp

Energy
Q1 2021 Filed on Apr 12, 2021
291
$11.08 - $15.62 $3.22K - $4.55K
BRKR
Bruker Corp

Healthcare
Q1 2021 Filed on Apr 12, 2021
10
$53.31 - $64.28 $533 - $643
Trinseo S A Shs
Q1 2021 Filed on Apr 12, 2021
500
N/A
Momo Inc Adr
Q1 2021 Filed on Apr 12, 2021
10
N/A
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q1 2021 Filed on Apr 12, 2021
0
N/A
ITA
Ishares Tr

ETFs
Q1 2021 Filed on Apr 12, 2021
292
$89.08 - $106.06 $26K - $31K
Eaton Vance Corp Com Non Vtg
Q1 2021 Filed on Apr 12, 2021
143
N/A
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
Q1 2021 Filed on Apr 12, 2021
50
$19.42 - $28.13 $971 - $1.41K
PBPB
Potbelly Corp

Consumer Cyclical
Q1 2021 Filed on Apr 12, 2021
0
$4.35 - $6.82 $0 - $0
LGIH
Lgi Homes, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 12, 2021
94
$97.33 - $151.7 $9.15K - $14.3K
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