Valeo Financial Advisors, LLC Portfolio Holdings
Valeo Financial Advisors, LLC
- $3.81 Billion
- Q3 2024
Valeo Financial Advisors, LLC has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.81 Billion distributed in 711 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 $559M, Ishares Core S&P Sm Cap ETF with a value of $245M, Ishares Core S&P Mid Cap ETF with a value of $178M, Apple Inc. with a value of $152M, and Ishares Inc with a value of $144M.
Examining the 13F form we can see an increase of $317M in the current position value, from $3.49B to 3.81B.
Below you can find more details about Valeo Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.81 Billion
ETFs: $2.12 Billion
Technology: $444 Million
Financial Services: $311 Million
Healthcare: $232 Million
Communication Services: $148 Million
Real Estate: $138 Million
Consumer Cyclical: $135 Million
Industrials: $111 Million
Other: $177 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 711
- Current Value $3.81 Billion
- Prior Value $3.49 Billion
- Filing
- Period Q3 2024
- Filing Date October 10, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 71 stocks
- Additional Purchases 306 stocks
- Sold out of 0 stocks
- Reduced holdings in 264 stocks