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 |
|---|---|
ICEINTERCONTINENTAL EXCH INTL | $1.8M |
MDTMEDTRONIC PLC SHS | $1.8M |
KMBKIMBERLY-CLARK CORP COM | $1.8M |
ORLYO REILLY AUTOMOTIVE INC | $1.7M |
XLEENERGY SELECT SECTOR SPDR | $1.7M |
NOCNORTHROP GRUMMAN CORP COM | $1.7M |
SCHESCHWAB EMERGING MARKET EQ ETF | $1.7M |
VNQVANGUARD REIT INDEX ETF | $1.7M |
CEGCONSTELLATION ENERGY CORP COM | $1.7M |
COINCOINBASE GLOBAL INC COM CL A | $1.7M |
NVONOVO-NORDISK A/S ADR ADR CMN | $1.7M |
TBLLINVESCO SHORT TERM TREASURY ETF | $1.6M |
AMATAPPLIED MATLS INC COM | $1.6M |
EMREMERSON ELEC CO COM | $1.6M |
SHELROYAL DUTCH SHELL PLC-ADR | $1.5M |
STLDSTEEL DYNAMICS INC | $1.5M |
LRCXLAM RESEARCH CORP | $1.5M |
VSTVISTRA CORP COM | $1.5M |
SCHMSCHWAB US MID-CAP ETF | $1.5M |
VOXVANGUARD COMMUNICATION SERVICES ETF | $1.5M |
CTVACORTEVA INC COM | $1.5M |
GILDGILEAD SCIENCES INC | $1.5M |
HIHILLENBRAND INCORPORATED | $1.5M |
ADBEADOBE SYS INC | $1.5M |
MPCMARATHON PETE CORP | $1.4M |
MMM3M CO COM | $1.4M |
EFGISHARES MSCI EAFE GROWTH INDEX ETF | $1.4M |
BMYBRISTOL-MYERS SQUIBB CO COM | $1.4M |
VTEIVANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF | $1.4M |
VIOOVANGUARD S&P SMALL-CAP 600 ETF | $1.4M |
VYMVANGUARD HIGH DIVIDEND YIELD | $1.4M |
FISVFISERV INC | $1.4M |
ELVELEVANCE HEALTH INC COM | $1.4M |
CMCSACOMCAST CORP NEW CL A | $1.4M |
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND | $1.4M |
THFFTERRE HAUTE FIRST FINANCIAL | $1.4M |
YUMYUM! BRANDS INC | $1.4M |
SPGSIMON PROPERTY GROUP INC | $1.4M |
GABCGERMAN AMERICAN BANCORP | $1.3M |
ACWIISHARES TR MSCI ACWIINDEX FD | $1.3M |
GISGENERAL MLS INC COM | $1.3M |
IAU*ISHARES GOLD TRUST ETF | $1.3M |
IVOOVANGUARD S&P MID-CAP 400 ETF | $1.3M |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $1.3M |
IWOISHARES RUSSELL 2000 GROWTH INDEX | $1.3M |
USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $1.3M |
TALKTALKSPACE INC COM | $1.3M |
SCHASCHWAB ETFS- US SMALL-CAP ETF | $1.3M |
TTWOTAKE-TWO INTERACTIVE SOFTWARE COM | $1.3M |
ETRENTERGY CORP NEW COM | $1.3M |
AEPAMERICAN ELEC PWR CO INC COM | $1.3M |
CLOXELDRIDGE AAA CLO ETF | $1.3M |
LHLABORATORY CORP OF AMERICA | $1.3M |
MARMARRIOTT INTL INC | $1.3M |
FFORD MOTOR COMPANY | $1.3M |
PHPARKER-HANNIFIN CORP COM | $1.2M |
SCHVSCHWAB US LARGE CAP VALUE ETF | $1.2M |
USBUS BANCORP DEL COM NEW | $1.2M |
DFUVDIMENSIONAL US MARKETWIDE VALUE ETF | $1.2M |
DFIVDIMENSIONAL INTERNATIONAL VALUE ETF | $1.2M |
RCLROYAL CARRIBBEAN CRUISES LTD | $1.2M |
FDNFIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD | $1.2M |
CMGCHIPOTLE MEXICAN GRILL INC | $1.2M |
PNRPENTAIR PLC SHS | $1.2M |
ICFISHARES COHEN & STEERS RLTY | $1.2M |
FTNTFORTINET INC COM | $1.2M |
KMIKINDER MORGAN INC | $1.2M |
VDEVANGUARD ENERGY | $1.2M |
DONSPDR DOW JONES INDUSTRIAL ETF | $1.2M |
SWSMURFIT WESTROCK PLC SHS | $1.1M |
MUMICRON TECHNOLOGY | $1.1M |
PNCPNC FINL SVCS GROUP INC COM | $1.1M |
ADIANALOG DEVICES INC COM | $1.1M |
EAGGISHARES ESG AWARE US AGGREGATE BOND ETF | $1.1M |
SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $1.1M |
DELLDELL TECHNOLOGIES INC CL C | $1.1M |
ZBHZIMMER HLDGS INC | $1.1M |
DDDUPONT DE NEMOURS INC COM | $1.1M |
NVSNNOVARTIS AG ADR | $1.1M |
CLCOLGATE PALMOLIVE CO COM | $1.1M |
ECLECOLAB INC COM | $1.1M |
A4SAMERIPRISE FINANCIAL INC. | $1.1M |
CMECHICAGO MERCANTILE HLDGS INC | $1.1M |
SOXXISHARES SEMICONDUCTOR ETF | $1.1M |
RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $1.1M |
AIGAMERICAN INTL GROUP INC COM NEW | $1.1M |
XLFICONSUMER STAPLES SELECT SECTOR SPDR | $1.1M |
MLB1MERCADOLIBRE INC | $1.1M |
MCKMCKESSON CORP | $1.1M |
KLACKLA-TENCOR CORP | $1.1M |
VEUVANGUARD FTSE ALL-WORLD EX-US | $1.1M |
SPYDSPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $1.1M |
CBZCBIZ INC COM | $1.1M |
LENLENNAR CORP CL A | $1.0M |
BMTABRITISH AMERICAN TOBACCO | $1.0M |
KELKELLANOVA COM | $1.0M |
DFUSDIMENSIONAL U.S. EQUITY MARKET ETF | $1.0M |
SAPSAP AKTIENGESELLSCHAFT ADR | $1.0M |
ANETARISTA NETWORKS INC COM SHS | $1.0M |
PGRPROGRESSIVE CORP COM | $1.0M |