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)

StockValue
6RJ0ROCKET LAB CORP COM
$636K
EPIWISDOMTREE TR INDIA EARNINGS FD
$636K
NMFCNEW MOUNTAIN FIN CORP
$631K
HBC2HSBC HOLDINGS PLC SPONS ADR
$629K
FITBFIFTH THIRD BANCORP
$628K
TTENTOTAL SA ADR
$628K
ARCCARES CAPITAL CORP COM
$620K
RSGREPUBLIC SERVICES INC
$618K
HLALWAHED FTSE USA SHARIAH ETF
$611K
CLMTCALUMET SPCLTY PRDCTS PRTNRS
$608K
EFVISHARES MSCI EAFE VALUE INDEX ETF
$607K
RACEFERRARI N V COM
$606K
WMSADVANCED DRAIN SYS INC DEL COM
$606K
DFAEDIMENSIONAL EMERGING CORE EQUITY MARKET ETF
$602K
PCARPACCAR INC COM
$598K
CHTRCHARTER COMMUNICATIONS INC NEW CL A
$595K
LNGCHENIERE ENERGY INC COM NEW
$593K
OXYOCCIDENTAL PETE CORP COM
$589K
SJNKSPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
$585K
EOGEOG RESOURCES INC
$585K
DDOGDATADOG INC CL A COM
$580K
HWMHOWMET AEROSPACE INC COM
$579K
USTPROSHARES ULTRA 7-10 YEAR TREASURY
$575K
FELCFIDELITY ENHANCED LARGE CAP CORE ETF
$568K
SMHVANECK SEMICONDUCTOR ETF
$567K
PAYXPAYCHEX INC
$566K
ADSKAUTODESK INC
$561K
TPLTEXAS PACIFIC LAND CORPORATION COM
$559K
MDYS & P MID CAP 400 DEP RCPTS MID CAP
$557K
ON1OLD NATL BANCORP IND
$556K
IYRISHARES US REAL ESTATE ETF
$555K
IUSGISHARES CORE S&P U.S. GROWTH ETF
$554K
ESGVVANGUARD ESG U.S. STOCK ETF
$552K
GLWCORNING INC COM
$550K
PDIPIMCO DYNAMIC INCOME FD SHS
$548K
NDAQNASDAQ STK MKT INC
$545K
NRANRG ENERGY INC NEW
$541K
DEODIAGEO PLC
$541K
KHCKRAFT HEINZ CO COM
$540K
QQQMINVESCO NASDAQ 100 ETF
$534K
BSVVANGUARD SHORT TERM BOND
$532K
VCITVANGUARD INTERMEDIATE TERM CORP BOND FD ETF
$520K
HEIHEICO CORP NEW COM
$518K
HNIHNI CORP COM
$518K
NEMNEWMONT CORP COM
$515K
TXRHTEXAS ROADHOUSE INC COM
$512K
AJGGALLAGHER ARTHUR J &CO
$507K
MPMP MATERIALS CORP COM CL A
$504K
ABNBAIRBNB INC COM CL A
$502K
HYSPIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD
$501K
GSKGSK PLC SPONSORED ADR
$499K
BOXXALPHA ARCHITECT 1-3 MONTH BOX ETF
$498K
OBDCBLUE OWL CAPITAL CORPORATION COM
$498K
RFREGIONS FINANCIAL CORP NEW
$497K
LHXL3HARRIS TECHNOLOGIES INC COM
$493K
PSAPUBLIC STORAGE INC
$488K
DHID R HORTON INC
$483K
PAYCPAYCOM SOFTWARE INC COM
$483K
OREALTY INCOME CORP
$481K
XLUUTILITIES SELECT SECTOR SPDR
$480K
RELXRELX PLC SPONSORED ADR
$478K
UBSUBS AG NEW F
$477K
BALLBALL CORP COM
$477K
VSSVANGUARD FTSE ALL WORLD EX-US ETF
$473K
NTAPNETAPP INC
$471K
IWSISHARES RUSSELL MIDCAP VALUE INDEX
$466K
MLMMARTIN MARIETTA MATLS INC
$466K
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
$465K
PPLPPL CORP COM
$461K
GWWGRAINGER W W INC COM
$460K
SANBANCO SANTANDER CENT HISP
$458K
FMBHFIRST MID ILL BANCSHARES INC COM
$456K
WSOWATSCO INC COM
$455K
EWEDWARDS LIFESCIENCES CORP COM
$455K
OTISOTIS WORLDWIDE CORP COM
$454K
INSPINSPIRE MED SYS INC COM
$454K
BHPBHP GROUP LTD SPONSORED ADS
$451K
MNSTMONSTER BEVERAGE CORP NEW COM
$451K
SCZISHARES MSCI EAFE SMALL CAP ETF
$450K
ATECALPHATEC HLDGS INC COM NEW
$449K
DASHDOORDASH INC CL A
$448K
IJKISHARES S&P MIDCAP 400 GROWTH INDEX
$441K
VCELVERICEL CORP COM
$438K
SCHBSCHWAB U.S. BROAD MARKET ETF
$434K
ETHEGRAYSCALE ETHEREUM TRUST ETF
$434K
HCAHCA HEALTHCARE INC COM
$433K
NXGNXG NEXTGEN INFRASTR INCM FD COM
$426K
CAHCARDINAL HEALTH INC
$425K
MPWRMONOLITHIC PWR SYS INC COM
$423K
UIUBIQUITI INC COM
$422K
MSDMORGAN STANLEY EMKT DBT FD INC COM
$422K
CPAYFLEETCOR TECHNOLOGIES, INC.
$421K
T7DTRANSDIGM GROUP INC COM DELAWARE
$419K
SRESEMPRA ENERGY
$418K
BCSBARCLAYS PLC ADR
$417K
DKNGDRAFTKINGS INC NEW COM CL A
$413K
XLVHEALTH CARE SELECT SECTOR SPDR
$413K
WMBWILLIAMS COS INC COM
$411K
UALUNITED CONTL HLDGS INC
$409K
MPLXMPLX LP COM UNIT REP LTD
$408K
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