Valeo Financial Advisors, LLC Q2 2018 Filing

Filed August 14, 2018

Portfolio Value

$713.8M

Holdings

1,670

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (1,670 positions)

StockValue
PFFISHARES S&P U.S. PREFERRED STOCK ETF
$63K
COLMCOLUMBIA SPORTSWEAR CO COM
$62K
HOGHARLEY DAVIDSON INC
$60K
APCANADARKO PETE CORP
$60K
MOSMOSAIC CO
$59K
LWLAMB WESTON HLDGS INC COM
$59K
EWEDWARDS LIFESCIENCES CORP COM
$59K
CAGCONAGRA BRANDS INC COM
$58K
UBSUBS AG NEW F
$58K
VACMARRIOTT VACATIONS WRLDWDE CP COM
$58K
ZIONZIONS BANCORPORATION COM
$58K
VRTXVERTEX PHARMACEUTICALS IN
$58K
RSGREPUBLIC SERVICES INC
$58K
YUSDALLEGHANY CORP DEL
$57K
DOXAMDOCS LTD
$57K
PBIPITNEY BOWES INC COM
$56K
CSLCARLISLE COS INC COM
$56K
ADMARCHER DANIELS MIDLAND CO COM
$56K
LGFEURLIONS GATE ENTMNT CORP CL A VTG
$56K
EFVISHARES MSCI EAFE VALUE INDEX ETF
$55K
FOREST CITY RLTY TR INC COM CL A
$55K
EDCONSOLIDATED EDISON INC COM
$55K
ANABANAPTYSBIO INC COM
$55K
TFXTELEFLEX INC COM
$54K
HUBBHUBBELL INC COM
$54K
WTWEURWEIGHT WATCHERS INTL INC
$54K
SDYSPDR SER TR S&P DIVID ETF
$54K
VUGVANGUARD GROWTH ETF
$54K
PAAPLAINS ALL AMERICAN PIPELINE LP
$53K
CNPCENTERPOINT ENERGY INC COM
$53K
MGAMAGNA INTL INC CL A
$52K
HPEHEWLETT PACKARD ENTERPRISE CO COM
$52K
TTWOTAKE-TWO INTERACTIVE SOFTWARE COM
$51K
GDXMARKET VECTORS GOLD MINERS INDEX ETF
$51K
CTSHCOGNIZANT TECH SOLUTIONS CORP
$51K
DELLDELL TECHNOLOGIES INC COM CL V
$51K
NGGNATIONAL GRID TRANSCO PLC
$51K
LYGLLOYDS TSB GROUP PLC
$51K
NBHCNATIONAL BK HLDGS CORP CL A
$51K
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
$51K
BWABORG WARNER AUTOMOTIVE INC
$51K
FISFIDELITY NATL INFO SVCS
$50K
DWMWISDOMTREE INTERNATIONAL EQUITY FUND
$50K
GNRSPDR S&P GLOBAL NATURAL RESOURCES ETF
$49K
IMAIMAX CORP
$48K
RELLRICHARDSON ELECTRS LTD COM
$48K
AQUA AMERICA INC COM
$48K
HRCHILL ROM HLDGS INC COM
$48K
GNTXGENTEX CORP COM
$48K
VOYAING U S INC
$47K
LPTUSDLIBERTY PPTY TR SH BEN INT
$47K
VENVENTAS INC
$46K
PRUPRUDENTIAL FINL INC
$46K
NCLHNORWEGIAN CRUISE LINE HLDG LTD SHS
$46K
SAMBOSTON BEER CO CL A
$45K
ROPROPER INDUSTRIES INC
$45K
SUSUNCOR ENERGY COM NPV ISIN CA8672291066 SEDOL 2861142EXCHANGED FOR ONE SHAR
$44K
OHIOMEGA HEALTHCARE INVESTORS INC
$44K
VIABVIACOM INC CL B
$44K
MSIMOTOROLA SOLUTIONS INC COM NEW
$44K
ETVEATON VANCE TAX MANAGED BUY WRITE
$44K
NAVIGANT CONSULTING INC COM
$43K
XTNSPDR S&P TRANSPORTATION ETF
$43K
SRCLSTERICYCLE INC
$43K
ECLECOLAB INC COM
$43K
RGAREINSURANCE GROUP AMER INC
$43K
VNQIVANGUARD GLOBAL EX-U.S. REAL ESTATE ETF
$43K
XPOXPO LOGISTICS INC COM
$42K
KIESPDR S&P INSURANCE ETF
$42K
PLDPROLOGIS SHARE BENEFICIAL INT
$42K
TDOCTELADOC INC COM
$42K
VLUESHARES EDGE MSCI USA VALUE FACTOR ETF
$42K
EWJISHARES MSCI JAPAN ETF
$42K
PAYXPAYCHEX INC
$42K
MRSHMARSH & MCLENNAN COS INC COM
$42K
HIHILLENBRAND INCORPORATED
$41K
AKAFVIDENT CORE U.S. EQUITY ETF
$41K
UAAUNDER ARMOUR INC
$41K
IJJISHARES S&P MIDCAP 400 VALUE ETF
$41K
EXPDEXPEDITORS INTL WASH INC
$40K
AIVLWISDOMTREE DIVIDEND EX-FINANCIALS ETF
$40K
AOAISHARES S&P AGGRESSIVE ALLOCATION FUND
$40K
AWMSKYWORKS SOLUTIONS INC COM
$40K
MUMICRON TECHNOLOGY
$40K
BEMIS INC COM
$40K
ETXEATON VANCE MUN INCOME 2028 TE SHS
$40K
XLREREAL ESTATE SELECT SECTOR SPDR FUND
$40K
PZAPOWERSHARES GLOBAL EXCHANGE TRADED FD TR INSURED NATL
$40K
ACWVISHARES EDGE MSCI MIN VOL GLOBAL ETF
$40K
ORLYO REILLY AUTOMOTIVE INC
$40K
FNDFSCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF
$39K
CEF/UCENTRAL FUND OF CANADA LTD
$39K
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
$39K
PHGKONINKLIJKE PHILIPS N V NY REG SH NEW
$39K
MTNVAIL RESORTS INC
$39K
PCGPG&E CORP COM
$39K
WHWYNDHAM HOTELS & RESORTS INC COM
$39K
DLTRDOLLAR TREE STORES INC
$39K
CCLCARNIVAL CORP
$38K
DOVDOVER CORP COM
$38K
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