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
DGLY
Digital Ally Inc

Industrials
Q3 2020 Filed on Oct 28, 2020
150
$1.89 - $3.8 $284 - $570
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
Q3 2020 Filed on Oct 28, 2020
0
$32.87 - $33.78 $0 - $0
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
Q3 2020 Filed on Oct 28, 2020
1,884
$24.53 - $27.54 $46.2K - $51.9K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
Q3 2020 Filed on Oct 28, 2020
1,000
$23.01 - $27.16 $23K - $27.2K
RAD
Rite Aid Corp

Healthcare
Q3 2020 Filed on Oct 28, 2020
125
$9.49 - $18.2 $1.19K - $2.28K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
Q3 2020 Filed on Oct 28, 2020
1,000
$14.35 - $18.1 $14.4K - $18.1K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
Q3 2020 Filed on Oct 28, 2020
2,263
$50.44 - $50.57 $114K - $114K
MORF
Morphic Holding, Inc.

Healthcare
Q3 2020 Filed on Oct 28, 2020
3
$22.51 - $30.11 $67.5 - $90.3
REAL
The Real Real, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 28, 2020
305
$12.01 - $17.67 $3.66K - $5.39K
ATEX
Anterix Inc.

Communication Services
Q3 2020 Filed on Oct 28, 2020
90
$32.71 - $46.41 $2.94K - $4.18K
BCYC
Bicycle Therapeutics PLC

Healthcare
Q3 2020 Filed on Oct 28, 2020
6
$15.3 - $20.8 $91.8 - $125
RLMD
Relmada Therapeutics, Inc.

Healthcare
Q3 2020 Filed on Oct 28, 2020
100
$34.42 - $43.78 $3.44K - $4.38K
TNK
Teekay Tankers Ltd.

Energy
Q3 2020 Filed on Oct 28, 2020
60
$10.4 - $15.9 $624 - $954
LSI
Life Storage, Inc.

Real Estate
Q3 2020 Filed on Oct 28, 2020
6
$61.84 - $74.27 $371 - $446
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
Q3 2020 Filed on Oct 28, 2020
330
$13.89 - $15.02 $4.58K - $4.96K
Innovator Russell 2000 Power Buffer ETF January
Q3 2020 Filed on Oct 28, 2020
2,000
N/A
BEAM
Beam Therapeutics Inc.

Healthcare
Q3 2020 Filed on Oct 28, 2020
180
$19.0 - $30.57 $3.42K - $5.5K
VEON
Veon Ltd.

Communication Services
Q3 2020 Filed on Oct 28, 2020
3,000
$1.23 - $1.85 $3.69K - $5.55K
Goldman Sachs Mlp Inc Opp Fd Com
Q3 2020 Filed on Oct 28, 2020
1,000
N/A
MLAB
Mesa Laboratories Inc

Technology
Q3 2020 Filed on Oct 28, 2020
3
$211.1 - $255.87 $633 - $768
BRZU
Direxion Shs ETF Tr Daily Msci

ETFs
Q3 2020 Filed on Oct 28, 2020
121
$63.89 - $99.62 $7.73K - $12.1K
GILT
Gilat Satellite Networks LTD

Technology
Q3 2020 Filed on Oct 28, 2020
1,256
$4.98 - $6.37 $6.25K - $8K
RPRX
Royalty Pharma PLC

Healthcare
Q3 2020 Filed on Oct 28, 2020
400
$38.56 - $48.36 $15.4K - $19.3K
T Mobile Us Inc Rt
Q3 2020 Filed on Oct 28, 2020
168
N/A
Mgm Growth Pptys LLC Cl A Com
Q3 2020 Filed on Oct 28, 2020
4,000
N/A
LNN
Lindsay Corp

Industrials
Q3 2020 Filed on Oct 28, 2020
6
$90.6 - $107.75 $544 - $647
EIG
Employers Holdings, Inc.

Financial Services
Q3 2020 Filed on Oct 28, 2020
17
$28.89 - $34.58 $491 - $588
Preferred Apt Cmntys Inc Com
Q3 2020 Filed on Oct 28, 2020
383
N/A
American Realty Capital Properties, Inc
Q3 2020 Filed on Oct 28, 2020
36
N/A
PB
Prosperity Bancshares Inc

Financial Services
Q3 2020 Filed on Oct 28, 2020
29
$49.26 - $58.76 $1.43K - $1.7K
ATRC
Atri Cure, Inc.

Healthcare
Q3 2020 Filed on Oct 28, 2020
210
$38.36 - $46.91 $8.06K - $9.85K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Oct 28, 2020
309
$54.71 - $62.92 $16.9K - $19.4K
KALU
Kaiser Aluminum Corp

Basic Materials
Q3 2020 Filed on Oct 28, 2020
24
$50.5 - $71.96 $1.21K - $1.73K
FTEK
Fuel Tech, Inc.

Industrials
Q3 2020 Filed on Oct 28, 2020
1,050
$0.65 - $1.13 $683 - $1.19K
MXI
Ishares Global Materials ETF

ETFs
Q3 2020 Filed on Oct 28, 2020
130
$62.54 - $73.13 $8.13K - $9.51K
Meredith Corp Com
Q3 2020 Filed on Oct 28, 2020
151
N/A
Sl Green Rlty Corp Com
Q3 2020 Filed on Oct 28, 2020
64
N/A
Proshares Tr. Ultra Short Qqq
Q3 2020 Filed on Oct 28, 2020
0
N/A
EBF
Ennis, Inc.

Industrials
Q3 2020 Filed on Oct 28, 2020
46
$16.28 - $18.54 $749 - $853
LANC
Lancaster Colony Corp

Consumer Defensive
Q3 2020 Filed on Oct 28, 2020
6
$153.12 - $183.02 $919 - $1.1K
TVIXF
Credit Suisse Ag
Q3 2020 Filed on Oct 28, 2020
23
$60.0 - $132.5 $1.38K - $3.05K
RLI
Rli Corp

Financial Services
Q3 2020 Filed on Oct 28, 2020
9
$75.52 - $95.87 $680 - $863
Flaherty & Crumrine Dyn Pfd Shs
Q3 2020 Filed on Oct 28, 2020
0
N/A
GOGO
Gogo Inc.

Communication Services
Q3 2020 Filed on Oct 28, 2020
350
$2.91 - $10.93 $1.02K - $3.83K
NWS
News Corp New Cl B Com Stk (De

Communication Services
Q3 2020 Filed on Oct 28, 2020
39
$11.73 - $15.48 $457 - $604
CEQP
Crestwood Equity Partners LP

Energy
Q3 2020 Filed on Oct 28, 2020
58
$10.84 - $16.8 $629 - $974
ARCT
Arcturus Therapeutics Holdings Inc.

Healthcare
Q3 2020 Filed on Oct 28, 2020
205
$37.49 - $63.19 $7.69K - $13K
BMRA
Biomerica Inc

Healthcare
Q3 2020 Filed on Oct 28, 2020
0
$5.86 - $12.04 $0 - $0
MTG
Mgic Investment Corp

Financial Services
Q3 2020 Filed on Oct 28, 2020
52
$7.22 - $9.59 $375 - $499
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