Valeo Financial Advisors, LLC Q2 2022 Filing

Filed August 3, 2022

Portfolio Value

$1.6T

Holdings

484

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (484 positions)

StockValue
GQ9SPDR GOLD ETF
$731.0M
XCEMCOLUMBIA EM CORE EX-CHINA ETF
$730.0M
LEGLEGGETT & PLATT INC COM
$727.0M
DFASDIMENSIONAL U.S. SMALL CAP ETF
$720.0M
PANWPALO ALTO NETWORKS INC COM
$689.0M
BWABORG WARNER AUTOMOTIVE INC
$685.0M
WDCWESTERN DIGITAL CORP. COM
$678.0M
SOSOUTHERN CO COM
$677.0M
VGTVANGUARD INFORMATION TECHNOLOGY
$671.0M
AZNASTRAZENECA PLC- SPONS ADR
$662.0M
DOWDOW INC COM
$658.0M
HSYHERSHEY CO COM
$658.0M
CLCOLGATE PALMOLIVE CO COM
$653.0M
AWNADVANCE AUTO PARTS INC
$653.0M
DFAIDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
$652.0M
BKBANK NEW YORK MELLON CORP COM
$646.0M
DWDMORGAN STANLEY
$644.0M
ACNACCENTURE LTD BERMUDA CL A
$642.0M
UTGREAVES UTIL INCOME FD COM SH BEN INT
$636.0M
TXNTEXAS INSTRS INC COM
$636.0M
DALDELTA AIR LINES INC DEL CMN
$635.0M
EMREMERSON ELEC CO COM
$630.0M
SCHGSCHWAB US LARGE CAP GROWTH ETF
$626.0M
NWBINORTHWEST BANCSHARES INC MD COM
$619.0M
GSKGSK PLC SPONSORED ADR
$612.0M
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF
$611.0M
AIGAMERICAN INTL GROUP INC COM NEW
$605.0M
MLB1MERCADOLIBRE INC
$602.0M
UEOWESTLAKE CORPORATION COM
$591.0M
BF/BBROWN FORMAN CORP CL B
$589.0M
SIMON PROPERTY GRP ACQ HOLDIN UNIT
$588.0M
IYRISHARES US REAL ESTATE ETF
$584.0M
TJXTJX COS INC NEW COM
$584.0M
CRSPCRISPR THERAPEUTICS AG NAMEN AKT
$580.0M
VOVANGUARD MID CAP
$574.0M
TRVTRAVELERS COMPANIES INC COM
$568.0M
FITBFIFTH THIRD BANCORP
$567.0M
AGGISHARES AGGREGATE BOND ETF
$558.0M
SJNKSPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
$554.0M
IWPISHARES RUSSELL MIDCAP GROWTH ETF
$550.0M
GXCSPDR S&P CHINA ETF
$544.0M
ZTSZOETIS INC COM CL A
$537.0M
FDNFIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD
$526.0M
DFUSDIMENSIONAL U.S. EQUITY ETF
$522.0M
IPINTERNATIONAL PAPER CO COM
$521.0M
AFLAFLAC INC COM
$518.0M
TTENTOTAL SA ADR
$512.0M
GOFGUGGENHEIM STRATEGIC OPPORTUN COM SBI
$503.0M
VOTVANGUARD MID-CAP GROWTH INDEX FUND
$500.0M
SCHASCHWAB ETFS- US SMALL-CAP ETF
$499.0M
HUBSHUBSPOT INC COM
$499.0M
IJJISHARES S&P MIDCAP 400 VALUE ETF
$498.0M
CEF/UCENTRAL FUND OF CANADA LTD
$491.0M
SDYSPDR SER TR S&P DIVID ETF
$489.0M
IAU*ISHARES GOLD TRUST ETF
$485.0M
LENLENNAR CORP CL A
$482.0M
DVNDEVON ENERGY CORP
$481.0M
CAGCONAGRA BRANDS INC COM
$477.0M
VCITVANGUARD INTERMEDIATE TERM CORP BOND FD ETF
$473.0M
UPSTUPSTART HLDGS INC COM
$470.0M
FELEFRANKLIN ELEC INC COM
$470.0M
MPCMARATHON PETE CORP
$468.0M
HYSPIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD
$467.0M
BKNGBOOKING HOLDINGS INC COM
$465.0M
IJTISHARES S&P SMALLCAP 600 GROWTH ETF
$461.0M
WPCWP CAREY INC COM
$460.0M
PNCPNC FINL SVCS GROUP INC COM
$457.0M
XLIINDUSTRIAL SELECT SECTOR SPDR
$454.0M
KRKROGER CO COM
$442.0M
SMTCSEMTECH CORP COM
$440.0M
LUVSOUTHWEST AIRLS CO COM
$437.0M
CITCINTAS CORP
$435.0M
CLMTUSDCALUMET SPCLTY PRDCTS PRTNRS
$432.0M
AONAON CORP
$429.0M
MUBISHARES AMT-FREE MUNI BOND ETF
$419.0M
SOXXISHARES SEMICONDUCTOR FUND
$418.0M
VMWEURVMWARE INC CL A CLASS A
$417.0M
AMTAMERICAN TOWER CORP
$413.0M
FMBHFIRST MID ILL BANCSHARES INC COM
$413.0M
DOCUSDPHYSICIANS RLTY TR COM
$412.0M
LINLINDE PLC SHS
$410.0M
ROMPROSHARES ULTRA TECHNOLOGY
$405.0M
LPXLOUISIANA PACIFIC
$404.0M
CPBCAMPBELL SOUP CO COM
$401.0M
RRYDER SYS INC COM
$399.0M
BDXBECTON DICKINSON & CO COM
$398.0M
IWSISHARES RUSSELL MIDCAP VALUE INDEX
$397.0M
ETNEATON CORP PLC SHS
$392.0M
VNQVANGUARD REIT INDEX ETF
$391.0M
MRNAMODERNA INC COM
$390.0M
NXPINXP SEMICONDUCTORS NV COM
$387.0M
BIVVANGUARD INTERMEDIATE-TERM BOND
$386.0M
TWTRUSDTWITTER INC COM
$384.0M
SGOLETFS GOLD TRUST ETF
$382.0M
HBC2HSBC HOLDINGS PLC SPONS ADR
$381.0M
GMGENERAL MOTORS CORP
$380.0M
BALLBALL CORP COM
$380.0M
APDAIR PRODS & CHEMS INC COM
$376.0M
NVONOVO-NORDISK A/S ADR ADR CMN
$373.0M
ZSZSCALER INC COM
$372.0M
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