Valeo Financial Advisors, LLC Portfolio Holdings
Valeo Financial Advisors, LLC
- $36.8 Billion
- Q2 2025
Valeo Financial Advisors, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $36.8 Billion distributed in 799 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Equinix Inc with a value of $6.49B, Apple Inc. with a value of $5.46B, Goldman Sachs Access Treasury with a value of $4.11B, Caterpillar Inc with a value of $2.83B, and S&P Global Inc. with a value of $1.67B.
Examining the 13F form we can see an increase of $32.5B in the current position value, from $4.33B to 36.8B.
Below you can find more details about Valeo Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$36.8 Billion
Real Estate: $7.81 Billion
ETFs: $6.59 Billion
Technology: $6.46 Billion
Industrials: $5.56 Billion
Financial Services: $3.8 Billion
Consumer Cyclical: $3.45 Billion
Healthcare: $1.6 Billion
Consumer Defensive: $705 Million
Other: $858 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 799
- Current Value $36.8 Billion
- Prior Value $4.33 Billion
- Filing
- Period Q2 2025
- Filing Date July 22, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 114 stocks
- Additional Purchases 399 stocks
- Sold out of 0 stocks
- Reduced holdings in 203 stocks