Valeo Financial Advisors, LLC Q2 2020 Filing

Filed July 20, 2020

Portfolio Value

$1.1T

Holdings

2,066

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (2,066 positions)

StockValue
IMMUNOMEDICS INC
$427.0M
SOSOUTHERN CO COM
$426.0M
GILDGILEAD SCIENCES INC
$421.0M
GABCGERMAN AMERICAN BANCORP
$418.0M
CLXCLOROX CO DEL COM
$413.0M
BILLBILL COM HLDGS INC COM
$413.0M
DOCUSDPHYSICIANS RLTY TR COM
$412.0M
YUMCYUM CHINA HLDGS INC COM
$400.0M
PTONPELOTON INTERACTIVE INC CL A COM
$396.0M
VTVANGUARD TOTAL WORLD STOCK ETF
$396.0M
FFORD MOTOR COMPANY
$395.0M
HDVISHARES TR HIGH DIVID EQUITY FD
$388.0M
CITCINTAS CORP
$387.0M
BAXBAXTER INTL INC COM
$386.0M
GSGOLDMAN SACHS GROUP INC
$385.0M
USBUS BANCORP DEL COM NEW
$385.0M
TDOCTELADOC HEALTH INC COM
$383.0M
ON1OLD NATL BANCORP IND
$382.0M
LNCLINCOLN NATL CORP IND COM
$381.0M
CHTRCHARTER COMMUNICATIONS INC NEW CL A
$377.0M
XYZSQUARE INC CL A
$369.0M
METMETLIFE INC COM
$360.0M
VOVANGUARD MID CAP
$357.0M
CEF/UCENTRAL FUND OF CANADA LTD
$354.0M
IQVIQVIA HLDGS INC COM
$352.0M
IYWISHARES DJ US TECHNOLOGY
$351.0M
AVGOBROADCOM INC COM
$347.0M
APDAIR PRODS & CHEMS INC COM
$343.0M
LULULULULEMON ATHLETICA INC
$341.0M
FTVFORTIVE CORP COM
$340.0M
FITBFIFTH THIRD BANCORP
$339.0M
WMWASTE MANAGEMENT INC
$338.0M
VYMVANGUARD HIGH DIVIDEND YIELD
$336.0M
XLNXEURXILINX INC
$335.0M
LUVSOUTHWEST AIRLS CO COM
$332.0M
HSYHERSHEY CO COM
$329.0M
WYNNWYNN RESORTS LTD
$328.0M
ROKUROKU INC COM CL A
$328.0M
ZTSZOETIS INC COM CL A
$328.0M
NOCNORTHROP GRUMMAN CORP COM
$327.0M
0VVBCBS CORP CL B
$326.0M
CARRCARRIER GLOBAL CORPORATION COM
$326.0M
IWPISHARES RUSSELL MIDCAP GROWTH ETF
$325.0M
PAYCPAYCOM SOFTWARE INC COM
$322.0M
SNYSANOFI SA
$314.0M
AFLAFLAC INC COM
$312.0M
TJXTJX COS INC NEW COM
$307.0M
KMIKINDER MORGAN INC
$306.0M
DWDMORGAN STANLEY
$304.0M
CLCOLGATE PALMOLIVE CO COM
$302.0M
OKTAOKTA INC CL A
$300.0M
INSPINSPIRE MED SYS INC COM
$298.0M
IBBISHARES NASDAQ BIOTECHNOLOGY
$297.0M
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
$295.0M
SOXXISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND
$293.0M
PNCPNC FINL SVCS GROUP INC COM
$290.0M
JETSU.S. GLOBAL JETS ETF
$285.0M
XLREREAL ESTATE SELECT SECTOR SPDR FUND
$285.0M
AONAON CORP
$284.0M
CRSPCRISPR THERAPEUTICS AG NAMEN AKT
$284.0M
ESGVVANGUARD ESG U.S. STOCK ETF
$283.0M
DOWDOW INC COM
$281.0M
REGNREGENERON PHARMACEUTICALS INC
$279.0M
UBERUBER TECHNOLOGIES INC COM
$277.0M
VCRVANGUARD CONSUMER DISCRETIONARY
$276.0M
ENOVCOLFAX CORP
$276.0M
SONYSONY CORP SPONSORED ADR
$275.0M
UBSIUNITED BANKSHARES INC W. VA
$272.0M
ETSYETSY INC COM
$267.0M
COPCONOCOPHILLIPS COM
$266.0M
AQLTISHARES U.S. HEALTHCARE PROVIDERS ETF
$265.0M
BUDANHEUSER BUSCH
$264.0M
SCHESCHWAB EMERGING MARKET EQ ETF
$263.0M
CLDRCLOUDERA INC COM
$260.0M
MCHPMICROCHIP TECHNOLOGY INC
$259.0M
VODVODAFONE GROUP NEW ADR F
$257.0M
PGRPROGRESSIVE CORP OHIO COM
$255.0M
IWSISHARES RUSSELL MIDCAP VALUE INDEX
$253.0M
NXPINXP SEMICONDUCTORS NV COM
$253.0M
BYNDBEYOND MEAT INC COM
$250.0M
QUALISHARES EDGE MSCI USA QUALITY FACTOR ETF
$249.0M
FMBFIRST TRUST MANAGED MUNICIPAL ETF
$248.0M
PSXPHILLIPS 66
$248.0M
PDECINNOVATOR S&P 500 POWER BUFFER ETF - DECEMBER
$247.0M
FSLYFASTLY INC CL A
$244.0M
FSICUSDFS KKR CAPITAL CORP COM
$243.0M
MTUMISHARES EDGE MSCI USA MOMENTUM FACTOR ETF
$241.0M
VRTXVERTEX PHARMACEUTICALS IN
$239.0M
AWNADVANCE AUTO PARTS INC
$237.0M
IXCISHARES S&P GLOBAL ENERGY
$235.0M
BAMBROOKFIELD ASSET MGMT INC COM VOTING
$235.0M
VDCVANGUARD CONSUMER STAPLES ETF
$233.0M
CBCHUBB LIMITED COM
$232.0M
GDXMARKET VECTORS GOLD MINERS INDEX ETF
$228.0M
TWLOTWILIO INC CL A
$227.0M
SUMMIT MIDSTREAM PARTNERS LP COM UNIT LTD
$224.0M
KRKROGER CO COM
$222.0M
MCOMOODYS CORP
$221.0M
WENWENDYS CO COM
$221.0M
VNQVANGUARD REIT INDEX ETF
$219.0M
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