Valeo Financial Advisors, LLC Banks—Regional

Valeo Financial Advisors, LLC

  • $36.8 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$13.3B
$18.1 Million 0.05% of portfolio
363,718
Q2 2025 New
$1.39B
$7.82 Million 0.02% of portfolio
236,425
Q2 2025 Added 4.88%
$29B
$1.58 Million 0.0% of portfolio
38,525
Q2 2025 Added 3.2%
$672M
$1.36 Million 0.0% of portfolio
25,174
Q2 2025 Added 8.67%
$1.18B
$1.34 Million 0.0% of portfolio
34,876
Q2 2025 Added 0.22%
$68B
$1.23 Million 0.0% of portfolio
27,129
Q2 2025 Reduced 1.83%
$77.3B
$1.14 Million 0.0% of portfolio
6,121
Q2 2025 Reduced 8.9%
$58.4B
$794,000 0.0% of portfolio
18,490
Q2 2025 Added 1.7%
$1.51B
$773,000 0.0% of portfolio
12,461
Q2 2025 Added 20.07%
$23.8B
$717,000 0.0% of portfolio
42,825
Q2 2025 Reduced 17.69%
$16.7B
$657,000 0.0% of portfolio
37,735
Q2 2025 Added 1.23%
$213M
$653,000 0.0% of portfolio
24,307
Q2 2025 Added 0.05%
$6.28B
$555,000 0.0% of portfolio
26,032
Q2 2025 Added 1.22%
$23.7B
$496,000 0.0% of portfolio
21,123
Q2 2025 Added 48.04%
$794M
$456,000 0.0% of portfolio
12,172
Q2 2025 Added 0.11%
$33B
$386,000 0.0% of portfolio
1,990
Q2 2025 Added 17.2%
$74B
$277,000 0.0% of portfolio
9,492
Q2 2025 New
$76.4B
$255,000 0.0% of portfolio
60,214
Q2 2025 Added 5.88%
$81.5B
$246,000 0.0% of portfolio
44,386
Q2 2025 Added 2.81%
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