Valeo Financial Advisors, LLC Q2 2025 Filing
Filed July 22, 2025
Portfolio Value
$4.2B
Holdings
753
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (753 positions)
| Stock | Value |
|---|---|
ABTABBOTT LABS COM | $4.6M |
WMWASTE MANAGEMENT INC | $4.5M |
UBERUBER TECHNOLOGIES INC COM | $4.5M |
PFEPFIZER INC COM | $4.5M |
SCHFSCHWAB INTERNATIONAL EQUITY ETF | $4.5M |
MUBISHARES AMT-FREE MUNI BOND ETF | $4.4M |
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | $4.3M |
XLFFINANCIAL SELECT SECTOR SPDR | $4.2M |
WFCWELLS FARGO CO NEW COM | $4.1M |
VTEBVANGUARD TAX-EXEMPT BOND ETF | $3.9M |
COPCONOCOPHILLIPS COM | $3.9M |
RRYDER SYS INC COM | $3.9M |
ETNEATON CORP PLC SHS | $3.9M |
IBITISHARES BITCOIN TRUST ETF | $3.9M |
CSXCSX CORP | $3.8M |
GQ9SPDR GOLD ETF | $3.8M |
MRSHMARSH & MCLENNAN COS INC COM | $3.8M |
VBVANGUARD SMALL CAP ETF | $3.8M |
IVWISHARES S&P 500 GROWTH ETF | $3.8M |
GEVGE VERNOVA INC COM | $3.8M |
CMICUMMINS INC COM | $3.7M |
ESSESSEX PPTY TR REIT | $3.6M |
VBKVANGUARD SMALL-CAP GROWTH ETF | $3.6M |
BLKBLACKROCK INC | $3.5M |
AZNASTRAZENECA PLC- SPONS ADR | $3.5M |
IVEISHARES S&P 500 VALUE ETF | $3.4M |
ETENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP | $3.4M |
LPXLOUISIANA PACIFIC | $3.4M |
UNPUNION PAC CORP COM | $3.4M |
CLOZELDRIDGE BBB-B CLO ETF | $3.3M |
QCOMQUALCOMM INC | $3.2M |
FBTCFIDELITY WISE ORIGIN BITCOIN FUND | $3.2M |
PSXPHILLIPS 66 | $3.2M |
HDVISHARES TR HIGH DIVID EQUITY FD | $3.2M |
SYKSTRYKER CORP | $3.2M |
SBUXSTARBUCKS CORP | $3.1M |
AQLTISHARES DJ SELECT DIVIDEND | $3.1M |
VGTVANGUARD INFORMATION TECHNOLOGY | $3.1M |
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF | $3.0M |
EPDENTERPRISE PRODS PARTNERS L P | $3.0M |
AMDADVANCED MICRO DEVICES INC COM | $3.0M |
SNOWSNOWFLAKE INC COM SHS | $2.9M |
PYPLPAYPAL HLDGS INC COM | $2.9M |
MDLZMONDELEZ INTL INC CL A | $2.9M |
XLYCONSUMER DISCRETIONARY SEL SECTOR SPDR FD | $2.8M |
SCHXSCHWAB STRATEGIC TR US LRG CAP ETF | $2.8M |
TJXTJX COS INC NEW COM | $2.7M |
VGSHVANGUARD SHORT-TERM TREASURY ETF | $2.6M |
UPSUNITED PARCEL SERVICE INC | $2.6M |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $2.6M |
AMTAMERICAN TOWER CORP | $2.6M |
TELTE CONNECTIVITY LTD | $2.5M |
MOALTRIA GROUP INC COM | $2.5M |
DHRDANAHER CORP | $2.5M |
NOWSERVICENOW INC COM | $2.5M |
NEENEXTERA ENERGY INC COM | $2.5M |
DWDMORGAN STANLEY | $2.5M |
ISRGINTUITIVE SURGICAL, INC. | $2.4M |
HSYHERSHEY CO COM | $2.4M |
ADPAUTOMATIC DATA PROCESSING INC COM | $2.4M |
ACNACCENTURE PLC CLASS A | $2.4M |
BSXBOSTON SCIENTIFIC CORP | $2.4M |
ARESARES MANAGEMENT CORPORATION CL A COM STK | $2.3M |
GDGENERAL DYNAMICS CORP COM | $2.3M |
LOWLOWES COS INC COM | $2.3M |
BWXTBWX TECHNOLOGIES INC COM | $2.2M |
SHOPSHOPIFY INC CL A SUB VTG SHS | $2.2M |
CITCINTAS CORP | $2.2M |
INTCINTEL CORP COM | $2.1M |
FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $2.1M |
JCIJOHNSON CTLS INC | $2.1M |
ASMLASML HOLDING N V N Y REGISTRY SHS | $2.1M |
DUKDUKE ENERGY CORP NEW COM NEW | $2.1M |
IWPISHARES RUSSELL MIDCAP GROWTH ETF | $2.1M |
LINLINDE PLC SHS | $2.0M |
MIGAMICROSTRATEGY INC CL A NEW | $2.0M |
VRTXVERTEX PHARMACEUTICALS IN | $2.0M |
INTUINTUIT INC | $2.0M |
GTLBGITLAB INC CLASS A COM | $2.0M |
STZCONSTELLATION BRANDS INC CL A | $2.0M |
XLIINDUSTRIAL SELECT SECTOR SPDR | $2.0M |
8CWCROWN CASTLE INTL CORP | $2.0M |
SSOPROSHARES ULTRA S&P 500 | $2.0M |
ITOTISHARES TR S&P 1500 INDEX FD | $2.0M |
DYHTARGET CORP COM | $1.9M |
NSCNORFOLK SOUTHERN CRP | $1.9M |
COFCAPITAL ONE FINANCIAL CORP | $1.9M |
SOFISOFI TECHNOLOGIES INC COM | $1.9M |
TXNTEXAS INSTRS INC COM | $1.9M |
AFLAFLAC INC COM | $1.9M |
BKNGBOOKING HOLDINGS INC COM | $1.9M |
BXBLACKSTONE GROUP LP | $1.9M |
CVSCVS HEALTH CORP COM | $1.8M |
TMUST-MOBILE US INC COM | $1.8M |
NKENIKE INC CLASS B | $1.8M |
SOSOUTHERN CO COM | $1.8M |
ITWILLINOIS TOOL WKS INC COM | $1.8M |
USIGISHARES CREDIT BOND ETF | $1.8M |
CBCHUBB LIMITED COM | $1.8M |
EBAEBAY INC | $1.8M |