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
FIW
First Trust Water ETF

ETFs
Q3 2018 Filed on Nov 01, 2018
3,000
$48.23 - $51.62 $145K - $155K
VUSE
ETF Ser Solutions

ETFs
Q3 2018 Filed on Nov 01, 2018
1,178
$33.66 - $35.53 $39.7K - $41.9K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q2 2018 Filed on Aug 14, 2018
936
N/A
Powershares Qqq Tr
Q2 2018 Filed on Aug 14, 2018
729
N/A
Monsanto CO
Q2 2018 Filed on Aug 14, 2018
11,123
N/A
Boardwalk Pipeline Partners LP Com Unit
Q2 2018 Filed on Aug 14, 2018
1,061
N/A
Csra Inc Com
Q2 2018 Filed on Aug 14, 2018
13
N/A
CEA
China Eastern Airlines Corp LTD

Industrials
Q2 2018 Filed on Aug 14, 2018
123
$32.88 - $43.84 $4.04K - $5.39K
Powershares Fundamental High Yld Corp Bd
Q2 2018 Filed on Aug 14, 2018
104
N/A
Celadon Group Inc
Q2 2018 Filed on Aug 14, 2018
34,666
N/A
Db Commodity Index Tracking
Q2 2018 Filed on Aug 14, 2018
750
N/A
Quality Care Pptys Inc Com
Q2 2018 Filed on Aug 14, 2018
20
N/A
Gevo Inc Com Par
Q2 2018 Filed on Aug 14, 2018
2,000
N/A
Guggenheim S&P Midcap 400 Pure Growth ETF
Q2 2018 Filed on Aug 14, 2018
109
N/A
DORM
Dorman Products, Inc.

Consumer Cyclical
Q2 2018 Filed on Aug 14, 2018
17
$64.04 - $72.23 $1.09K - $1.23K
Anthera Pharmaceuticals Inc Com
Q2 2018 Filed on Aug 14, 2018
2,032
N/A
JBGS
Jbg Smith Properties

Real Estate
Q2 2018 Filed on Aug 14, 2018
14
$33.06 - $38.55 $463 - $540
Claymore Exchange Traded Fd Tr Clear Spin Off
Q2 2018 Filed on Aug 14, 2018
125
N/A
INDY
Ishares India 50 ETF

ETFs
Q2 2018 Filed on Aug 14, 2018
3,900
$34.45 - $36.11 $134K - $141K
Microsemi Corp Com
Q2 2018 Filed on Aug 14, 2018
10
N/A
Financial Engines Inc Com
Q2 2018 Filed on Aug 14, 2018
32
N/A
Sensata Technologies Hldng PLC Shs
Q2 2018 Filed on Aug 14, 2018
228
N/A
HSTM
Healthstream Inc

Healthcare
Q2 2018 Filed on Aug 14, 2018
36
$23.19 - $28.75 $835 - $1.04K
MIC
Macquarie Infrastructure Holdings, LLC

Utilities
Q2 2018 Filed on Aug 14, 2018
50
$36.7 - $42.62 $1.84K - $2.13K
China Lodging Group LTD Sponsored Adr
Q2 2018 Filed on Aug 14, 2018
119
N/A
E Tracs Ubs Long Platinum
Q2 2018 Filed on Aug 14, 2018
150
N/A
Leucadia Natl Corp Com
Q2 2018 Filed on Aug 14, 2018
240
N/A
Baldwin & Lyons Inc Cl B
Q2 2018 Filed on Aug 14, 2018
1,450
N/A
ANGO
Angiodynamics Inc

Healthcare
Q2 2018 Filed on Aug 14, 2018
1,621
$17.42 - $23.0 $28.2K - $37.3K
HT
Hersha Hospitality Trust

Real Estate
Q2 2018 Filed on Aug 14, 2018
125
$17.8 - $21.63 $2.23K - $2.7K
Powershares Sp500 Low Volatility ETF
Q2 2018 Filed on Aug 14, 2018
425
N/A
Powershares Aerospace & Defense Portfolio
Q2 2018 Filed on Aug 14, 2018
75
N/A
Powershares Ftse Rafi Us 1000
Q2 2018 Filed on Aug 14, 2018
1,263
N/A
Advanced Semiconductor Engr Inc Spon Adrsedol #2646521
Q2 2018 Filed on Aug 14, 2018
1,165
N/A
Vasco Data Security Intl
Q2 2018 Filed on Aug 14, 2018
500
N/A
Southern Natl Bancorp Of Va In Com
Q2 2018 Filed on Aug 14, 2018
692
N/A
GAIN
Gladstone Investment Corporation\De

Financial Services
Q2 2018 Filed on Aug 14, 2018
350
$10.12 - $12.12 $3.54K - $4.24K
CVCO
Cavco Industries Inc.

Consumer Cyclical
Q2 2018 Filed on Aug 14, 2018
200
$166.85 - $221.4 $33.4K - $44.3K
Guggenheim Blt 2018 High Yield Corp Bnd ETF
Q2 2018 Filed on Aug 14, 2018
4,468
N/A
HAYN
Haynes International Inc

Industrials
Q2 2018 Filed on Aug 14, 2018
125
$36.74 - $43.49 $4.59K - $5.44K
Curis Inc
Q2 2018 Filed on Aug 14, 2018
48
N/A
Powershares Ftse Rafi Us 1500 S/M Pt
Q2 2018 Filed on Aug 14, 2018
320
N/A
UNFI
United Natural Foods Inc

Consumer Defensive
Q2 2018 Filed on Aug 14, 2018
84
$39.58 - $47.58 $3.32K - $4K
Powershares S&P 500 Quality Portfolio
Q2 2018 Filed on Aug 14, 2018
3,013
N/A
Spectra Energy Partners LP
Q2 2018 Filed on Aug 14, 2018
1,652
N/A
Time Warner Inc
Q2 2018 Filed on Aug 14, 2018
20,397
N/A
CVLT
Commvault Systems Inc

Technology
Q2 2018 Filed on Aug 14, 2018
88
$63.4 - $71.8 $5.58K - $6.32K
Guggenheim Bulletshares 2019 High Yield Corporate Bond ETF
Q2 2018 Filed on Aug 14, 2018
3,004
N/A
Kayne Anderson Enrgy Ttl Rt Fd Com
Q2 2018 Filed on Aug 14, 2018
300
N/A
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