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
FTCSFIRST TRUST CAPITAL STRENGTH ETF
$342K
WBDDISCOVERY HLDG CO
$341K
RACEFERRARI N V COM
$339K
MISTMILESTONE PHARMACEUTICALS INC COM
$338K
KLACKLA-TENCOR CORP
$338K
CLXCLOROX CO DEL COM
$338K
MDYS & P MID CAP 400 DEP RCPTS MID CAP
$337K
PAYXPAYCHEX INC
$336K
UBSUBS AG NEW F
$335K
DGDOLLAR GEN CORP
$333K
RCLROYAL CARRIBBEAN CRUISES LTD
$332K
AQLTISHARES U.S. HEALTHCARE PROVIDERS ETF
$332K
CMECHICAGO MERCANTILE HLDGS INC
$326K
ATECALPHATEC HLDGS INC COM NEW
$326K
DFAEDIMENSIONAL EMERGING CORE EQUITY MARKET ETF
$326K
PGXPOWERSHARES GLOBAL PREFERRED ETF
$325K
BIIBBIOGEN IDEC INC
$324K
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF
$323K
PGRPROGRESSIVE CORP COM
$317K
CTRACOTERRA ENERGY INC COM
$315K
IDV*ISHARES INTERNATIONAL SELECT DIVIDEND ETF
$313K
ELESTEE LAUDER COMPANIES INC
$313K
FSKFS KKR CAP CORP COM
$313K
ESGEISHARES ESG AWARE MSCI EM ETF
$313K
VDCVANGUARD CONSUMER STAPLES ETF
$313K
MRO*MARATHON OIL CORP COM
$311K
CDNSCADENCE DESIGN SYSTEM INC COM
$309K
FASTFASTENAL CO
$309K
EMNEASTMAN CHEMICAL CO
$306K
SCHESCHWAB EMERGING MARKET EQ ETF
$306K
VHTVANGUARD HEALTH CARE ETF
$305K
ATVIEURACTIVISION INC
$304K
IWPISHARES RUSSELL MIDCAP GROWTH ETF
$302K
VSGXVANGUARD ESG INTERNATIONAL STOCK ETF
$302K
VTWOVANGUARD RUSSELL 2000 ETF
$299K
CCLCARNIVAL CORP
$297K
MPWRMONOLITHIC PWR SYS INC COM
$294K
KMIKINDER MORGAN INC
$294K
FTVFORTIVE CORP COM
$292K
IGVISHARES S&P NORTH AMER TECH-SOFTWARE
$291K
BALLBALL CORP COM
$290K
SMCIUSDSUPER MICRO COMPUTER INC COM
$288K
JCIJOHNSON CTLS INC
$287K
8CWCROWN CASTLE INTL CORP
$283K
EWUISHARES MSCI UNITED KINGDOM ETF
$282K
IJTISHARES S&P SMALLCAP 600 GROWTH ETF
$281K
ESEVERSOURCE ENERGY COM
$281K
ULTAULTA SALON COSMETICS & FRAGRANCE INC COM
$280K
OREALTY INCOME CORP
$279K
BIVVANGUARD INTERMEDIATE-TERM BOND
$277K
EBAEBAY INC
$276K
CPCANADIAN PAC RAILWAYLTD
$276K
HEIHEICO CORP NEW COM
$274K
BCEBCE INC COM NEW
$273K
WEAWESTERN ALLIANCE BANCORP COM
$273K
MSIMOTOROLA SOLUTIONS INC COM NEW
$271K
BILLBILL HOLDINGS INC COM
$269K
IVLUISHARES MSCI INTL VALUE FACTOR ETF
$268K
UBSIUNITED BANKSHARES INC W. VA
$268K
ABGAMERISOURCEBERGEN CORP COM
$267K
LWLAMB WESTON HLDGS INC COM
$265K
RIORIO TINTO PLC SPON ADR
$262K
ECLECOLAB INC COM
$262K
DOCUSDPHYSICIANS RLTY TR COM
$261K
WBAWALGREENS BOOTS ALLIANCE INC COM
$261K
XYZBLOCK INC CL A
$258K
BNDVANGUARD TOTAL BOND MARKET ETF
$257K
ZBRAZEBRA TECHNOLOGIES CORPORATION CL A
$257K
DHID R HORTON INC
$256K
BMOBANK OF MONTREAL
$256K
ITGARTNER INC COM
$255K
VICIVICI PPTYS INC COM
$254K
DKNGDRAFTKINGS INC NEW COM CL A
$253K
PRFPOWERSHARES FTSE RAFI US 1000
$253K
SLYVSPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETF
$250K
MUFGMITSUBISHI UFJ FINL GROUP INC SPONSORED
$250K
HLNHALEON PLC SPON ADS
$249K
HMCHONDA MOTOR LTD AMERN SHS
$247K
PRFZPOWERSHARES FTSE RAFI US 1500 S/M PT
$247K
WYNNWYNN RESORTS LTD
$247K
ENBENBRIDGE INC COM
$244K
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF
$244K
FQIDIGITAL REALTY TRUST INC
$243K
UALUNITED CONTL HLDGS INC
$243K
XLUUTILITIES SELECT SECTOR SPDR
$243K
QQEWFIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND
$242K
CBZCBIZ INC COM
$242K
RELXRELX PLC SPONSORED ADR
$241K
BAXBAXTER INTL INC COM
$240K
VIOOVANGUARD S&P SMALL-CAP 600 ETF
$240K
SPHQINVESCO S&P 500 QUALITY ETF
$240K
WSMWILLIAMS SONOMA INC COM
$239K
WMBWILLIAMS COS INC COM
$239K
ONON SEMICONDUCTOR CORP COM
$238K
LOVELOVESAC COMPANY COM
$237K
GAMGENL AMERN INVESTORS CO
$236K
KKRKKR & CO LP
$231K
PEGPUBLIC SVC ENTERPRISE GRP INC COM
$231K
ARCCARES CAPITAL CORP COM
$230K
TTTRANE TECHNOLOGIES PLC SHS
$230K
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