Valeo Financial Advisors, LLC Portfolio Holdings
Valeo Financial Advisors, LLC
- $4.33 Billion
- Q1 2025
Valeo Financial Advisors, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $4.33 Billion distributed in 707 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $531M, Prologis, Inc. with a value of $433M, Ishares Core S&P Sm Cap ETF with a value of $232M, Ishares Core S&P Mid Cap ETF with a value of $203M, and Apple Inc. with a value of $171M.
Examining the 13F form we can see an increase of $367M in the current position value, from $3.97B to 4.33B.
Below you can find more details about Valeo Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$4.33 Billion
ETFs: $2.25 Billion
Technology: $463 Million
Real Estate: $446 Million
Financial Services: $362 Million
Healthcare: $254 Million
Communication Services: $153 Million
Consumer Cyclical: $134 Million
Industrials: $102 Million
Other: $168 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 707
- Current Value $4.33 Billion
- Prior Value $3.97 Billion
- Filing
- Period Q1 2025
- Filing Date April 30, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 42 stocks
- Additional Purchases 377 stocks
- Sold out of 0 stocks
- Reduced holdings in 212 stocks