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
NXTG
First Tr Exchange Traded Fd Ii

ETFs
Q2 2020 Filed on Jul 20, 2020
78
$44.81 - $55.79 $3.5K - $4.35K
Diamond Eagle Acquisition Corp Com Cl A
Q2 2020 Filed on Jul 20, 2020
1,000
N/A
ARNC
Arconic Corp

Industrials
Q2 2020 Filed on Jul 20, 2020
183
$6.21 - $18.69 $1.14K - $3.42K
Proshares Ultrapro Short Midcap400
Q2 2020 Filed on Jul 20, 2020
4,000
N/A
Direxion Shs ETF Tr Daily Finl Bear 3 X Shs New
Q2 2020 Filed on Jul 20, 2020
0
N/A
Intelsat Sa Com
Q2 2020 Filed on Jul 20, 2020
1,050
N/A
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
Q2 2020 Filed on Jul 20, 2020
34
$85.62 - $110.58 $2.91K - $3.76K
Diamond Offshr Drilling
Q2 2020 Filed on Jul 20, 2020
8
N/A
Avita Medical LTD Sponsored Ads
Q2 2020 Filed on Jul 20, 2020
200
N/A
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
Q2 2020 Filed on Jul 20, 2020
22
$27.19 - $45.35 $598 - $998
CVI
Cvr Energy Inc

Energy
Q2 2020 Filed on Jul 20, 2020
0
$14.28 - $24.88 $0 - $0
EFU
Proshares Ultrashort Msci Eafe

ETFs
Q2 2020 Filed on Jul 20, 2020
0
$18.51 - $31.19 $0 - $0
Proshares Ultra Bloomberg Crude Oil
Q2 2020 Filed on Jul 20, 2020
0
N/A
RODM
Hartford Multifactor Developed

ETFs
Q2 2020 Filed on Jul 20, 2020
98
$20.95 - $26.59 $2.05K - $2.61K
CAL
Caleres Inc

Consumer Cyclical
Q2 2020 Filed on Jul 20, 2020
500
$3.37 - $10.86 $1.69K - $5.43K
O'Shares Ftse U.S. Quality Dividend ETF
Q2 2020 Filed on Jul 20, 2020
73
N/A
Instructure Inc Com
Q1 2020 Filed on Apr 13, 2020
122
N/A
Ingersoll Rand PLC Shs
Q1 2020 Filed on Apr 13, 2020
445
N/A
Aon Corp
Q1 2020 Filed on Apr 13, 2020
1,666
N/A
UBFO
United Security Bancshares

Financial Services
Q1 2020 Filed on Apr 13, 2020
1,830
$5.2 - $10.58 $9.52K - $19.4K
Mts Sys Corp Com
Q1 2020 Filed on Apr 13, 2020
12
N/A
Raytheon CO Com New
Q1 2020 Filed on Apr 13, 2020
12,625
N/A
WT
Wisdomtree, Inc.
Q1 2020 Filed on Apr 13, 2020
89
N/A
TR
Tootsie Roll Industries Inc

Consumer Defensive
Q1 2020 Filed on Apr 13, 2020
1,105
$30.16 - $35.39 $33.3K - $39.1K
United Technologies Corp Com
Q1 2020 Filed on Apr 13, 2020
31,200
N/A
SATS
Echo Star Corp

Technology
Q1 2020 Filed on Apr 13, 2020
1,000
$26.72 - $43.39 $26.7K - $43.4K
VBTX
Veritex Holdings, Inc.

Financial Services
Q1 2020 Filed on Apr 13, 2020
999
$10.77 - $29.35 $10.8K - $29.3K
Aqua America Inc Com
Q1 2020 Filed on Apr 13, 2020
1,981
N/A
EXLS
Exl Service Holdings, Inc.

Technology
Q1 2020 Filed on Apr 13, 2020
20
$42.8 - $79.6 $856 - $1.59K
SAM
Boston Beer CO Inc

Consumer Defensive
Q1 2020 Filed on Apr 13, 2020
160
$306.3 - $429.0 $49K - $68.6K
BLKB
Blackbaud Inc

Technology
Q1 2020 Filed on Apr 13, 2020
60
$40.29 - $82.17 $2.42K - $4.93K
Senestech Inc Com
Q1 2020 Filed on Apr 13, 2020
17,800
N/A
Liberty Ppty Tr Sh Ben Int
Q1 2020 Filed on Apr 13, 2020
1,083
N/A
Intrexon Corp Com
Q1 2020 Filed on Apr 13, 2020
10,569
N/A
WATT
Energous Corp

Technology
Q1 2020 Filed on Apr 13, 2020
40
$0.74 - $2.06 $29.6 - $82.4
Spdr Series Trust S&P Oil Gas Expl & Prodtn ETF
Q1 2020 Filed on Apr 13, 2020
183
N/A
Legg Mason Inc Com
Q1 2020 Filed on Apr 13, 2020
130
N/A
CEMI
Chembio Diagnostics, Inc.

Healthcare
Q1 2020 Filed on Apr 13, 2020
226
$2.36 - $5.6 $533 - $1.27K
KLIC
Kulicke & Soffa Industries Inc

Technology
Q1 2020 Filed on Apr 13, 2020
1,782
$18.21 - $28.28 $32.5K - $50.4K
CURE
Direxion Daily Healthcare Bull

ETFs
Q1 2020 Filed on Apr 13, 2020
905
$24.59 - $79.8 $22.3K - $72.2K
ALKS
Alkermes Plc.

Healthcare
Q1 2020 Filed on Apr 13, 2020
20
$13.06 - $21.24 $261 - $425
JOF
Japan Smaller Capitalization Fund Inc

Financial Services
Q1 2020 Filed on Apr 13, 2020
2,166
$5.79 - $9.11 $12.5K - $19.7K
Forescout Technologies Inc Com
Q1 2020 Filed on Apr 13, 2020
26
N/A
Invivo Therapeutics Hldgs Corp Com
Q1 2020 Filed on Apr 13, 2020
254
N/A
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
Q1 2020 Filed on Apr 13, 2020
1,247
$10.44 - $19.68 $13K - $24.5K
CRUS
Cirrus Logic, Inc.

Technology
Q1 2020 Filed on Apr 13, 2020
700
$50.55 - $86.04 $35.4K - $60.2K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
Q1 2020 Filed on Apr 13, 2020
4
N/A
COLM
Columbia Sportswear CO

Consumer Cyclical
Q1 2020 Filed on Apr 13, 2020
689
$56.23 - $101.24 $38.7K - $69.8K
FLS
Flowserve Corp

Industrials
Q1 2020 Filed on Apr 13, 2020
17
$19.24 - $50.68 $327 - $862
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