Valeo Financial Advisors, LLC Q2 2021 Filing

Filed July 22, 2021

Portfolio Value

$1.6B

Holdings

458

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (458 positions)

StockValue
PLTRPALANTIR TECHNOLOGIES INC CL A
$708K
UTGREAVES UTIL INCOME FD COM SH BEN INT
$704K
WHRWHIRLPOOL CORP COM
$704K
PTONPELOTON INTERACTIVE INC CL A COM
$699K
0VVBCBS CORP CL B
$697K
TMOTHERMO FISHER SCIENTIFIC INC COM
$690K
FFORD MOTOR COMPANY
$686K
R6C2ROYAL DUTCH SHELL PLC SPON ADR B
$684K
ROMPROSHARES ULTRA TECHNOLOGY
$682K
VOTVANGUARD MID-CAP GROWTH INDEX FUND
$673K
XLVHEALTH CARE SELECT SECTOR SPDR
$670K
SPOTSPOTIFY TECHNOLOGY S A SHS
$661K
GQ9SPDR GOLD ETF
$657K
OGNORGANON & CO COMMON STOCK
$650K
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF
$649K
NVSNNOVARTIS AG ADR
$648K
FELEFRANKLIN ELEC INC COM
$646K
UBERUBER TECHNOLOGIES INC COM
$637K
SHOPSHOPIFY INC CL A
$635K
SJNKSPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETF
$634K
VOVANGUARD MID CAP
$633K
VCITVANGUARD INTERMEDIATE TERM CORP BOND FD ETF
$633K
COPCONOCOPHILLIPS COM
$616K
SCHFSCHWAB INTERNATIONAL EQUITY ETF
$611K
SIMON PROPERTY GRP ACQ HOLDIN UNIT
$604K
DFUSDIMENSIONAL U.S. EQUITY ETF
$604K
IYRISHARES US REAL ESTATE ETF
$599K
VNQVANGUARD REIT INDEX ETF
$599K
FITBFIFTH THIRD BANCORP
$596K
LUVSOUTHWEST AIRLS CO COM
$596K
DWDMORGAN STANLEY
$585K
DALDELTA AIR LINES INC DEL CMN
$585K
IJTISHARES S&P SMALLCAP 600 GROWTH ETF
$582K
CICIGNA CORP
$574K
TFCTRUIST FINL CORP COM
$566K
NIONIO INC SPON ADS
$564K
LBTYBLIBERTY GLOBAL PLC CL C
$550K
AVGOBROADCOM INC COM
$545K
SOXXISHARES SEMICONDUCTOR FUND
$541K
SGOLETFS GOLD TRUST ETF
$528K
HYSPIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD
$527K
MUMICRON TECHNOLOGY
$526K
MGNIMAGNITE INC COM
$526K
VYMVANGUARD HIGH DIVIDEND YIELD
$526K
NEENEXTERA ENERGY INC COM
$522K
NXPINXP SEMICONDUCTORS NV COM
$521K
JDJD COM INC SPONS ADR REPSTG COMCL A
$521K
HSYHERSHEY CO COM
$518K
SDYSPDR SER TR S&P DIVID ETF
$513K
PGXPOWERSHARES GLOBAL PREFERRED ETF
$511K
SOSOUTHERN CO COM
$509K
SCHESCHWAB EMERGING MARKET EQ ETF
$504K
CHTRCHARTER COMMUNICATIONS INC NEW CL A
$504K
ABALLIANCEBERNSTEIN HLDG UNIT LTD PARTNERSHIP INT
$501K
AGGISHARES AGGREGATE BOND ETF
$491K
XLUUTILITIES SELECT SECTOR SPDR
$491K
GNRCGENERAC HLDGS INC COM
$487K
SCHDSCHWAB US DIVIDEND EQUITY ETF
$487K
CEF/UCENTRAL FUND OF CANADA LTD
$486K
BKNGPRICELINE.COM INC
$484K
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
$481K
PINSPINTEREST INC CL A
$478K
AIGAMERICAN INTL GROUP INC COM NEW
$477K
WMSADVANCED DRAIN SYS INC DEL COM
$467K
AWMSKYWORKS SOLUTIONS INC COM
$460K
SUMMIT MIDSTREAM PARTNERS LP COM UNIT LTD
$459K
ACNACCENTURE LTD BERMUDA CL A
$458K
IPINTERNATIONAL PAPER CO COM
$458K
TIPISHARES TIPS BOND ETF
$453K
ARKGARK GENOMIC REVOLUTION ETF
$450K
USDPROSHARES ULTRA SEMICONDUCTORS
$448K
BCRXBIOCRYST PHARMACEUTICALS INC COM
$448K
IBBISHARES NASDAQ BIOTECHNOLOGY
$442K
TDOCTELADOC HEALTH INC COM
$441K
ALKALASKA AIR GROUP INC COM
$439K
DOCUSDPHYSICIANS RLTY TR COM
$434K
GILDGILEAD SCIENCES INC
$427K
PENNPENN NATL GAMING INC
$426K
IPOAGBPVIRGIN GALACTIC HOLDINGS INC COM
$425K
MRVLMARVELL TECHNOLOGY GROUP LTD
$424K
PSXPHILLIPS 66
$423K
AWNADVANCE AUTO PARTS INC
$423K
CITCINTAS CORP
$422K
ETSYETSY INC COM
$422K
IWSISHARES RUSSELL MIDCAP VALUE INDEX
$421K
CLFCLEVELAND-CLIFFS INC NEW COM
$420K
TTENTOTAL SA ADR
$420K
ZTSZOETIS INC COM CL A
$419K
BIIBBIOGEN IDEC INC
$418K
AFLAFLAC INC COM
$415K
PANWPALO ALTO NETWORKS INC COM
$413K
LNCLINCOLN NATL CORP IND COM
$406K
LYFTLYFT INC CL A COM
$406K
EMREMERSON ELEC CO COM
$406K
VGITVANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF
$404K
IJJISHARES S&P MIDCAP 400 VALUE ETF
$403K
WMWASTE MANAGEMENT INC
$402K
BUDANHEUSER BUSCH
$400K
GKOSGLAUKOS CORP COM
$395K
MPCMARATHON PETE CORP
$386K
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