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
Stellantis N.V Shs
Q1 2021 Filed on Apr 12, 2021
899
N/A
INGR
Ingredion Inc

Consumer Defensive
Q1 2021 Filed on Apr 12, 2021
100
$74.32 - $92.78 $7.43K - $9.28K
AVNS
Avanos Medical, Inc.

Healthcare
Q1 2021 Filed on Apr 12, 2021
12
$43.5 - $53.4 $522 - $641
EBS
Emergent Bio Solutions Inc.

Healthcare
Q1 2021 Filed on Apr 12, 2021
50
$86.23 - $125.19 $4.31K - $6.26K
BYD
Boyd Gaming Corp

Consumer Cyclical
Q1 2021 Filed on Apr 12, 2021
175
$42.12 - $65.6 $7.37K - $11.5K
Siren ETF Tr Nsd Nxgn Eco ETF
Q1 2021 Filed on Apr 12, 2021
281
N/A
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q1 2021 Filed on Apr 12, 2021
265
$22.11 - $22.46 $5.86K - $5.95K
QTWO
Q2 Holdings, Inc.

Technology
Q1 2021 Filed on Apr 12, 2021
57
$98.48 - $146.7 $5.61K - $8.36K
BGS
B&G Foods, Inc.

Consumer Defensive
Q1 2021 Filed on Apr 12, 2021
45
$26.66 - $41.05 $1.2K - $1.85K
CCJ
Cameco Corp

Energy
Q1 2021 Filed on Apr 12, 2021
2,026
$12.37 - $19.28 $25.1K - $39.1K
SA
Seabridge Gold Inc

Basic Materials
Q1 2021 Filed on Apr 12, 2021
931
$15.51 - $22.72 $14.4K - $21.2K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
Q1 2021 Filed on Apr 12, 2021
1,416
$38.56 - $49.72 $54.6K - $70.4K
GOOS
Canada Goose Holdings Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 12, 2021
50
$28.45 - $46.74 $1.42K - $2.34K
Brookfield Ppty Reit Inc Cl A
Q1 2021 Filed on Apr 12, 2021
2,000
N/A
UNG
United States Natural Gas Fund, LP

ETFs
Q1 2021 Filed on Apr 12, 2021
87
$9.01 - $11.3 $784 - $983
STWD
Starwood Property Trust, Inc.

Real Estate
Q1 2021 Filed on Apr 12, 2021
30
$18.34 - $25.28 $550 - $758
UDOW
Proshares Trust Proshrs Ultrap

ETFs
Q1 2021 Filed on Apr 12, 2021
1,909
$48.05 - $65.08 $91.7K - $124K
AYX
Alteryx, Inc.

Technology
Q1 2021 Filed on Apr 12, 2021
683
$79.46 - $138.66 $54.3K - $94.7K
SILK
Silk Road Medical Inc

Healthcare
Q1 2021 Filed on Apr 12, 2021
4
$46.31 - $62.7 $185 - $251
Proshares Ultra Vix Short Term Futures ETF
Q1 2021 Filed on Apr 12, 2021
6
N/A
SID
National Steel CO

Basic Materials
Q1 2021 Filed on Apr 12, 2021
47
$5.51 - $7.15 $259 - $336
CMC
Commercial Metals CO

Basic Materials
Q1 2021 Filed on Apr 12, 2021
3
$19.69 - $31.74 $59.1 - $95.2
FEMS
First Trust Emerging Markets S

ETFs
Q1 2021 Filed on Apr 12, 2021
0
$40.95 - $45.02 $0 - $0
Eidos Therapeutics Inc Com
Q1 2021 Filed on Apr 12, 2021
60
N/A
PD
Pager Duty, Inc.

Technology
Q1 2021 Filed on Apr 12, 2021
300
$34.08 - $56.58 $10.2K - $17K
PGNY
Progyny, Inc.

Healthcare
Q1 2021 Filed on Apr 12, 2021
10
$40.66 - $53.34 $407 - $533
Transenterix Inc Com
Q1 2021 Filed on Apr 12, 2021
854
N/A
SVM
Silvercorp Metals Inc

Basic Materials
Q1 2021 Filed on Apr 12, 2021
2,128
$4.64 - $8.1 $9.87K - $17.2K
AFG
American Financial Group Inc

Financial Services
Q1 2021 Filed on Apr 12, 2021
97
$79.44 - $118.5 $7.71K - $11.5K
TNDM
Tandem Diabetes Care Inc

Healthcare
Q1 2021 Filed on Apr 12, 2021
5
$81.28 - $104.34 $406 - $522
ALR
Aleris Life Inc.

Healthcare
Q1 2021 Filed on Apr 12, 2021
1
$5.97 - $8.91 $5.97 - $8.91
CMTL
Comtech Telecommunications Corp

Technology
Q1 2021 Filed on Apr 12, 2021
620
$20.27 - $30.01 $12.6K - $18.6K
ATNX
Athenex, Inc.

Healthcare
Q1 2021 Filed on Apr 12, 2021
1,000
$4.08 - $14.75 $4.08K - $14.8K
Ipath Series B S&P 500 Vix Short Term Futures Etn
Q1 2021 Filed on Apr 12, 2021
3,000
N/A
DAVA
Endava PLC

Technology
Q1 2021 Filed on Apr 12, 2021
95
$73.82 - $89.95 $7.01K - $8.55K
PDD
Pinduoduo Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 12, 2021
1,000
$124.18 - $202.82 $124K - $203K
GO
Grocery Outlet Holding Corp.

Consumer Defensive
Q1 2021 Filed on Apr 12, 2021
5
$35.27 - $46.12 $176 - $231
Bristol Myers Squibb CO Contngnt Val Rt
Q1 2021 Filed on Apr 12, 2021
882
N/A
DHC
Diversified Healthcare Trust

Real Estate
Q1 2021 Filed on Apr 12, 2021
25
$3.94 - $5.4 $98.5 - $135
Alta Equipment Group Inc Wt Exp 021425
Q1 2021 Filed on Apr 12, 2021
0
N/A
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
Q1 2021 Filed on Apr 12, 2021
4,710
$29.35 - $30.12 $138K - $142K
MLPX
Global X Mlp & Energy Infrastr

ETFs
Q1 2021 Filed on Apr 12, 2021
1
$26.74 - $32.63 $26.7 - $32.6
SMTSF
Sierra Metals, Inc. Ordinary S
Q1 2021 Filed on Apr 12, 2021
100
N/A
Northern Oil And Gas Inc Mn Com
Q1 2021 Filed on Apr 12, 2021
2,500
N/A
LIND
Lindblad Expeditions Holdings, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 12, 2021
4,000
$15.12 - $21.52 $60.5K - $86.1K
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
Q1 2021 Filed on Apr 12, 2021
47
$78.47 - $93.37 $3.69K - $4.39K
DINT
Davis Fundamental ETF Tr

ETFs
Q1 2021 Filed on Apr 12, 2021
4,626
$23.22 - $25.84 $107K - $120K
AU
Anglogold Ashanti LTD

Basic Materials
Q1 2021 Filed on Apr 12, 2021
149
$19.86 - $25.49 $2.96K - $3.8K
Diamond S Shipping Inc Com
Q1 2021 Filed on Apr 12, 2021
779
N/A
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