Valeo Financial Advisors, LLC Q1 2024 Filing

Filed April 19, 2024

Portfolio Value

$2.9B

Holdings

657

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (657 positions)

StockValue
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF
$262K
PG4PRINCIPAL FINANCIAL GROUP INC
$261K
PPGPPG INDS INC COM
$261K
BMOBANK OF MONTREAL
$260K
PRFPOWERSHARES FTSE RAFI US 1000
$258K
CPRTCOPART INC
$257K
HUBBHUBBELL INC COM
$256K
SUSUNCOR ENERGY COM NPV ISIN CA8672291066 SEDOL 2861142EXCHANGED FOR ONE SHAR
$255K
ELESTEE LAUDER COMPANIES INC
$255K
SNASNAP ON INC COM
$255K
EUFNISHARES MSCI EUROPE FINANCIALS ETF
$255K
BANCBANC OF CALIFORNIA INC COM
$255K
IDXXIDEXX LABS INC
$254K
0J7QIAC INC COM NEW
$253K
HLTHILTON WORLDWIDE HLDGS INC COM
$253K
DOVDOVER CORP COM
$253K
USMVISHARES MSCI USA MIN VOL FACTOR ETF
$252K
BWXTBWX TECHNOLOGIES INC COM
$246K
ROSTROSS STORES INC
$245K
ILMNILLUMINA INC
$244K
LNCLINCOLN NATL CORP IND COM
$243K
MASMASCO CORP COM
$243K
AIC3 AI INC CL A
$243K
GLWCORNING INC COM
$242K
YUMCYUM CHINA HLDGS INC COM
$241K
AJGGALLAGHER ARTHUR J &CO
$240K
PEOEXELON CORP COM
$240K
LWLAMB WESTON HLDGS INC COM
$239K
PALLABRDN PHYSICAL PALLADIUM SHARES ETF
$238K
WYNNWYNN RESORTS LTD
$238K
BAXBAXTER INTL INC COM
$237K
SPOTSPOTIFY TECHNOLOGY S A SHS
$237K
IRINGERSOLL RAND INC COM
$231K
MRNAMODERNA INC COM
$231K
MUBISHARES AMT-FREE MUNI BOND ETF
$230K
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
$229K
SWKSTANLEY BLACK & DECKER INC COM
$229K
ENBENBRIDGE INC COM
$228K
CSGPCOSTAR GROUP INC COM
$228K
FEFIRSTENERGY CORP
$227K
DKSDICKS SPORTING GOODS INC
$226K
WRBBERKLEY W R CORP COM
$226K
EVRGEVERGY INC COM
$224K
IGMISHARES S&P NORTH AMER TECHNOLOGY
$223K
RWOSPDR DJ GLOBAL REAL ESTATE ETF
$223K
WABWABTEC
$223K
CTSHCOGNIZANT TECH SOLUTIONS CORP
$223K
VFHVANGUARD FINANCIALS ETF
$222K
MDYGSPDR S&P 400 MID CAP GROWTH ETF
$221K
STLASTELLANTIS N.V SHS
$221K
VTWGVANGUARD RUSSELL 2000 GROWTH ETF
$220K
0VVBCBS CORP CL B
$219K
TDTORONTO DOMINION BANK
$219K
EDCONSOLIDATED EDISON INC COM
$219K
HWMHOWMET AEROSPACE INC COM
$218K
VRSKVERISK ANALYTICS INCCL A
$218K
ALCALCON AG ORD SHS
$218K
ADMARCHER DANIELS MIDLAND CO COM
$218K
OILKPROSHARES K-1 FREE CRUDE OIL STRATEGY ETF
$217K
MGMMGM RESORTS INTERNATIONAL
$215K
VIGIVANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
$215K
CNHICNH INDL N V SHS
$215K
BIVVANGUARD INTERMEDIATE-TERM BOND
$212K
BUDANHEUSER BUSCH
$212K
PSAPUBLIC STORAGE INC
$211K
YETIYETI HLDGS INC COM
$210K
RITMNEW RESIDENTIAL INVESTMENT CORP
$210K
XLBMATERIALS SELECT SECTOR SPDR
$209K
FNDFSCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF
$209K
CDWCDW CORP COM
$207K
RHCRH PLC ORD
$207K
UPSTUPSTART HLDGS INC COM
$205K
NEMNEWMONT CORP COM
$205K
PINSPINTEREST INC CL A
$202K
RJFRAYMOND JAMES FINL INC
$201K
PCHPOTLATCHDELTIC CORPORATION COM
$201K
SANBANCO SANTANDER CENT HISP
$200K
AESAES CORP
$197K
HEHAWAIIAN ELEC INDUSTRIES COM
$192K
BBVABANCO BILBAO VIZCAYAARGENTARIA SA ADS EACH REPR 1 ORD EUR0.49
$190K
SMFGSUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M2098
$178K
NAKNORTHERN DYNASTY MINERALS LTD COM
$176K
INGING GROEP NV ADR
$174K
MGNIMAGNITE INC COM
$174K
HLNHALEON PLC SPON ADS
$173K
GABGABELLI EQUITY TRUST INC
$172K
NYCBEURNY COMMUNITY BANCORP INC
$171K
VODVODAFONE GROUP NEW ADR F
$169K
BCSBARCLAYS PLC ADR
$163K
VTRSVIATRIS INC COM
$156K
WBDDISCOVERY HLDG CO
$150K
NWBINORTHWEST BANCSHARES INC MD COM
$144K
RDFNREDFIN CORP COM
$140K
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF
$133K
MFGMIZUHO FINANCIAL GROUP INC SPONSORED ADR
$133K
PSLV/USPROTT PHYSICAL SILVER
$124K
CHWCALAMOS GBL DYN INCOME FUND COM
$122K
EMCORE CORP COM
$121K
LYGLLOYDS TSB GROUP PLC
$115K
MVISMICROVISION INC DEL COM NEW
$96K
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