Valeo Financial Advisors, LLC Q2 2023 Filing

Filed July 14, 2023

Portfolio Value

$2.2B

Holdings

592

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (592 positions)

StockValue
SPYSPDR S&P 500 ETF
$402.5M
IJRISHARES S&P SMALLCAP 600 ETF
$152.4M
AAPLAPPLE INC
$113.8M
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
$110.2M
VCSHVANGUARD SHORT TERM CORP BOND FD ETF
$87.5M
IVVISHARES S&P 500 INDEX
$73.5M
MSFTMICROSOFT
$61.1M
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF
$56.7M
LLYLILLY ELI & CO COM
$48.5M
EFAISHARES MSCI EAFE ETF
$43.2M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$40.0M
AMZNAMAZON.COM INC
$35.9M
VWOVANGUARD FTSE EMERGING MARKETS ETF
$30.6M
IWMISHARES RUSSELL 2000 ETF
$23.7M
GOOGLGOOGLE INC
$23.6M
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$22.7M
JPMJPMORGAN CHASE & CO COM
$21.6M
AQLTISHARES CORE MSCI EAFE
$21.5M
VOOVANGUARD S&P 500 ETF
$16.2M
GOOGALPHABET INC CAP STK CL C
$15.6M
NVDANVIDIA CORP
$15.5M
JNJJOHNSON & JOHNSON COM
$15.1M
VVISA INC
$13.6M
PGPROCTER AND GAMBLE CO COM
$13.2M
TSLATESLA MOTORS INC
$11.7M
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF
$10.4M
NDQPOWERSHARES QQQ TR
$10.1M
ORCLORACLE CORPORATION
$9.1M
METAMETA PLATFORMS INC CL A
$9.1M
IWDISHARES RUSSELL 1000 VALUE ETF
$9.1M
PEPPEPSICO INC COM
$9.1M
MRKMERCK & CO INC
$8.8M
IWFISHARES RUSSELL 1000 GROWTH ETF
$8.8M
HDHOME DEPOT
$8.6M
MAMASTERCARD INC
$8.3M
XOMEXXON MOBIL CORP COM
$8.3M
EEMISHARES MSCI EMERGING MARKETS ETF
$8.2M
PFEPFIZER INC COM
$8.0M
DISDISNEY WALT CO COM
$7.6M
COSTCOSTCO WHOLESALE CORP
$7.5M
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
$7.2M
MCDMCDONALDS CORP COM
$7.2M
RTXRAYTHEON TECHNOLOGIES CORP COM
$7.0M
LMTLOCKHEED MARTIN CORP
$7.0M
WMTWALMART INC COM
$6.9M
MBINMERCHANTS BANCORP IND COM
$6.8M
BABOEING CO COM
$6.6M
CVXCHEVRON CORP NEW COM
$6.4M
FNAUSDPARAGON 28 INC COM
$6.0M
BACBANK AMERICA CORP COM
$5.9M
KOCOCA COLA CO COM
$5.8M
ABBVABBVIE INC COM
$5.7M
VTIVANGUARD TOTAL STOCK MARKET ETF
$5.7M
UNHUNITEDHEALTH GROUP
$5.6M
CRMSALESFORCE COM
$5.5M
VTVVANGUARD VALUE ETF
$5.1M
AMGNAMGEN INC
$5.1M
IWBISHARES TR RUSSELL 1000 INDEX ETF
$5.0M
CVSCVS HEALTH CORP COM
$5.0M
HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF
$4.8M
ZBHZIMMER HLDGS INC
$4.7M
4I1PHILIP MORRIS INTL INC
$4.7M
CATCATERPILLAR INC COM
$4.7M
IEMGISHARES CORE MSCI EMERGING MKTS
$4.6M
BACVERIZON COMMUNICATIONS
$4.6M
UPSUNITED PARCEL SERVICE INC
$4.5M
CSCOCISCO SYS INC
$4.3M
STZCONSTELLATION BRANDS INC CL A
$4.2M
NKENIKE INC CLASS B
$4.2M
DEDEERE & CO COM
$4.2M
ESGUISHARES ESG AWARE MSCI USA ETF
$4.1M
FDXFEDEX CORP
$4.1M
SBUXSTARBUCKS CORP
$4.1M
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF
$4.1M
VTEBVANGUARD TAX-EXEMPT BOND ETF
$4.1M
FFORD MOTOR COMPANY
$3.8M
GTLBGITLAB INC CLASS A COM
$3.8M
HONHONEYWELL INTL INC
$3.8M
VGSHVANGUARD SHORT-TERM TREASURY ETF
$3.8M
INTCINTEL CORP COM
$3.7M
FMBHFIRST MID ILL BANCSHARES INC COM
$3.7M
HIHILLENBRAND INCORPORATED
$3.6M
XLKTECHNOLOGY SELECT SECTOR SPDR
$3.5M
CMCSACOMCAST CORP NEW CL A
$3.5M
KEKIMBALL ELECTRONICS INC COM
$3.2M
SNOWSNOWFLAKE INC CL A
$3.1M
TRVCCITIGROUP INC
$3.1M
IJHISHARES CORE S&P MID CAP ETF
$3.1M
AVGOBROADCOM INC COM
$3.1M
TAT&T INC COM
$3.1M
DYHTARGET CORP COM
$3.0M
NFLXNETFLIX COM INC
$3.0M
IVEISHARES S&P 500 VALUE ETF
$2.9M
CMICUMMINS INC COM
$2.9M
ABTABBOTT LABS COM
$2.8M
UNPUNION PAC CORP COM
$2.8M
PLDPROLOGIS SHARE BENEFICIAL INT
$2.7M
GSGOLDMAN SACHS GROUP INC
$2.6M
WFCWELLS FARGO CO NEW COM
$2.6M
SCHWCHARLES SCHWAB CORP
$2.5M
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