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
HLTHILTON WORLDWIDE HLDGS INC COM
$404K
WPMSILVER WHEATON CORP
$401K
MSIMOTOROLA SOLUTIONS INC COM NEW
$397K
EXPIEXP WORLD HLDGS INC COM
$392K
LWLAMB WESTON HLDGS INC COM
$390K
AIC3 AI INC CL A
$390K
WFWOORI FINL GROUP INC SPONSORED ADS
$388K
PAAPLAINS ALL AMERICAN PIPELINE LP
$387K
MTBM & T BK CORP COM
$386K
RIVNRIVIAN AUTOMOTIVE INC COM CL A
$386K
STTSTATE STR CORP COM
$384K
ADMARCHER DANIELS MIDLAND CO COM
$384K
MSCIMSCI INC COM
$384K
EXPEEXPEDIA INC DEL COM
$383K
FSKFS KKR CAP CORP COM
$382K
ALKALASKA AIR GROUP INC COM
$382K
ETHGRAYSCALE ETHEREUM MINI TRUST ETF
$378K
AESAES CORP
$375K
SPDWSPDR S&P WORLD EX-US
$368K
TGNATEGNA INC COM
$368K
KEYSKEYSIGHT TECHNOLOGIES INC COM
$368K
STXSEAGATE TECHNOLOGY
$365K
APOAPOLLO GLOBAL MGMT CL A
$363K
TDVPROSHARES S&P TECHNOLOGY DIVIDEND ARISTOCRATS ETF
$360K
DVNDEVON ENERGY CORP
$358K
CLXCLOROX CO DEL COM
$357K
VTWOVANGUARD RUSSELL 2000 ETF
$357K
ESMLISHARES ESG AWARE MSCI USA SMALL-CAP ETF
$355K
ROPROPER INDUSTRIES INC
$355K
SGOLETFS GOLD TRUST ETF
$354K
WFC 7.5 PERP LWELLS FARGO CO NEW PERP PFD CNV A
$351K
WABWABTEC
$349K
TSCOTRACTOR SUPPLY CO
$349K
TROWT ROWE PRICE GROUP INC
$348K
WPCWP CAREY INC COM
$348K
CPBTHE CAMPBELLS COMPANY COM
$348K
ILMNILLUMINA INC
$348K
EDCONSOLIDATED EDISON INC COM
$346K
EVRGEVERGY INC COM
$345K
TWLOTWILIO INC CL A
$343K
FANGDIAMONDBACK ENERGY INC COM
$343K
USDPROSHARES ULTRA SEMICONDUCTORS
$340K
IVLUISHARES MSCI INTL VALUE FACTOR ETF
$339K
LUVSOUTHWEST AIRLS CO COM
$339K
SJMJ M SMUCKER CO NEW
$337K
AVUVAVANTIS U.S. SMALL CAP VALUE ETF
$337K
SPHQINVESCO S&P 500 QUALITY ETF
$336K
RYLDGLOBAL X RUSSELL 2000 COVERED CALL ETF
$336K
VICIVICI PPTYS INC COM
$336K
WRBBERKLEY W R CORP COM
$335K
LNCLINCOLN NATL CORP IND COM
$333K
KVUEKENVUE INC COM
$332K
MSBIMIDLAND STATES BANCORP INC COM
$331K
SPOTSPOTIFY TECHNOLOGY S A SHS
$328K
NTRSNORTHERN TR CORP COM
$327K
AFWALIGN TECHNOLOGY INC COM
$327K
IHIISHARES U.S. MEDICAL DEVICES ETF
$325K
INGING GROEP NV ADR
$322K
EFXEQUIFAX INC COM
$322K
MOSMOSAIC CO
$321K
ITGARTNER INC COM
$321K
SNCYSUN CTRY AIRLS HLDGS INC COM
$320K
SLYVSPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETF
$319K
DLTRDOLLAR TREE STORES INC
$319K
BROSDUTCH BROS INC CL A
$316K
IUSVISHARES CORE S&P US VALUE ETF
$316K
AQLTISHARES U.S. HEALTHCARE PROVIDERS ETF
$316K
AG8AGILENT TECH INC
$315K
SMFGSUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M2098
$311K
CBRECBRE GROUP INC CL A
$310K
SPMDSPDR PORTFOLIO S&P 400 MID CAP ETF
$309K
SNYSANOFI SA
$309K
PFFISHARES S&P U.S. PREFERRED STOCK ETF
$309K
DKSDICKS SPORTING GOODS INC
$308K
CTSHCOGNIZANT TECH SOLUTIONS CORP
$308K
HIMSHIMS & HERS HEALTH INC COM CL A
$307K
PFGCPERFORMANCE FOOD GROUP CO COM
$307K
PRFPOWERSHARES FTSE RAFI US 1000
$306K
GRMNGARMIN LTD
$305K
BUDANHEUSER BUSCH
$304K
VLTOVERALTO CORP COM SHS
$303K
BKRBAKER HUGHES INC
$303K
IYFISHARES U.S. FINANCIALS ETF
$298K
JBLJABIL CIRCUIT INC
$295K
ACWXISHARES MSCI ACWI EX US
$294K
BBVABANCO BILBAO VIZCAYAARGENTARIA SA ADS EACH REPR 1 ORD EUR0.49
$294K
SNPSSYNOPSYS INC COM
$293K
IGMISHARES S&P NORTH AMER TECHNOLOGY
$292K
FTAIFTAI AVIATION LTD SHS
$292K
PRFZPOWERSHARES FTSE RAFI US 1500 S/M PT
$291K
VRSKVERISK ANALYTICS INCCL A
$289K
UNMUNUM GROUP
$288K
XJRISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF
$286K
RJFRAYMOND JAMES FINL INC
$286K
VGKVANGUARD EUROPEAN
$285K
SUSUNCOR ENERGY COM NPV ISIN CA8672291066 SEDOL 2861142EXCHANGED FOR ONE SHAR
$284K
DOVDOVER CORP COM
$284K
BDXBECTON DICKINSON & CO COM
$283K
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF
$282K
VSGXVANGUARD ESG INTERNATIONAL STOCK ETF
$281K
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