Valeo Financial Advisors, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.97 Billion distributed in 762 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 $567M, Ishares Core S&P Sm Cap ETF with a value of $246M, Ishares Core S&P Mid Cap ETF with a value of $196M, Apple Inc. with a value of $185M, and Ishares Inc with a value of $146M.

Examining the 13F form we can see an increase of $155M in the current position value, from $3.81B to 3.97B.

Below you can find more details about Valeo Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.97 Billion
ETFs: $2.19 Billion
Technology: $512 Million
Financial Services: $321 Million
Healthcare: $241 Million
Communication Services: $162 Million
Consumer Cyclical: $151 Million
Real Estate: $118 Million
Industrials: $108 Million
Other: $166 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 762
  • Current Value $3.97 Billion
  • Prior Value $3.81 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 53 stocks
  • Additional Purchases 305 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 273 stocks
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