Valeo Financial Advisors, LLC Portfolio Holdings
Valeo Financial Advisors, LLC
- $3.49 Billion
- Q2 2024
Valeo Financial Advisors, LLC has filed its 13F form on July 10, 2024 for Q2 2024 where it was disclosed a total value porftolio of $3.49 Billion distributed in 694 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 $533M, Ishares Core S&P Sm Cap ETF with a value of $212M, Ishares Inc with a value of $146M, Apple Inc. with a value of $140M, and Invesco S&P 500 Equal Weight E with a value of $122M.
Examining the 13F form we can see an increase of $157M in the current position value, from $3.34B to 3.49B.
Below you can find more details about Valeo Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.49 Billion
ETFs: $1.88 Billion
Technology: $429 Million
Financial Services: $286 Million
Healthcare: $226 Million
Communication Services: $147 Million
Consumer Cyclical: $131 Million
Real Estate: $122 Million
Industrials: $104 Million
Other: $171 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 694
- Current Value $3.49 Billion
- Prior Value $3.34 Billion
- Filing
- Period Q2 2024
- Filing Date July 10, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 44 stocks
- Additional Purchases 311 stocks
- Sold out of 0 stocks
- Reduced holdings in 234 stocks