Valeo Financial Advisors, LLC Q3 2019 Filing

Filed October 15, 2019

Portfolio Value

$905.5B

Holdings

1,610

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (1,610 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF
582,620$167.4B18.49%
2
VCSHVANGUARD SHORT TERM CORP BOND FD ETF
646,374$52.4B5.79%
3
IJRISHARES S&P SMALLCAP 600 ETF
673,025$51.6B5.70%
4
VWOVANGUARD FTSE EMERGING MARKETS ETF
1,141,794$46.0B5.08%
5
AAPLAPPLE INC
115,161$25.8B2.85%
6
IVVISHARES S&P 500 INDEX
83,009$24.8B2.74%
7
EFAISHARES MSCI EAFE ETF
296,572$19.3B2.14%
8
MSFTMICROSOFT
130,007$18.1B2.00%
9
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
79,172$16.5B1.82%
10
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
99,086$15.0B1.65%
11
IWMISHARES RUSSELL 2000 ETF
92,417$14.0B1.54%
12
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
238,249$12.3B1.36%
13
JPMJPMORGAN CHASE & CO COM
81,092$9.5B1.05%
14
HRCHILL ROM HLDGS INC COM
87,886$9.2B1.02%
15
EEMISHARES MSCI EMERGING MARKETS ETF
207,050$8.5B0.93%
16
AMZNAMAZON.COM INC
4,833$8.4B0.93%
17
DISDISNEY WALT CO COM DISNEY
58,611$7.6B0.84%
18
TAT&T INC COM
200,998$7.6B0.84%
19
PGPROCTER & GAMBLE CO COM
58,032$7.2B0.80%
20
VVISA INC
40,507$7.0B0.77%
21
IWDISHARES RUSSELL 1000 VALUE ETF
53,147$6.8B0.75%
22
ALKALASKA AIR GROUP INC COM
104,630$6.8B0.75%
23
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
160,835$6.6B0.73%
24
JNJJOHNSON & JOHNSON COM
50,585$6.5B0.72%
25
GOOGLGOOGLE INC
5,088$6.2B0.69%
26
GOOGALPHABET INC CAP STK CL C
4,912$6.0B0.66%
27
IWFISHARES RUSSELL 1000 GROWTH ETF
36,999$5.9B0.65%
28
R6C2ROYAL DUTCH SHELL PLC SPON ADR B
98,483$5.9B0.65%
29
PEPPEPSICO INC COM
42,296$5.8B0.64%
30
LLYLILLY ELI & CO COM
43,222$4.8B0.53%
31
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
15$4.7B0.52%
32
INTCINTEL CORP COM
88,315$4.6B0.50%
33
MAMASTERCARD INC
16,717$4.5B0.50%
34
EPDENTERPRISE PRODS PARTNERS L P
155,452$4.4B0.49%
35
PFEPFIZER INC COM
120,985$4.3B0.48%
36
KEKIMBALL ELECTRONICS INC COM
298,352$4.3B0.48%
37
WFCWELLS FARGO CO NEW COM
81,702$4.1B0.46%
38
WMTWALMART INC COM
34,723$4.1B0.46%
39
UTXZUNITED TECHNOLOGIES CORP COM
30,159$4.1B0.45%
40
IWBISHARES TR RUSSELL 1000 INDEX ETF
24,652$4.1B0.45%
41
BUSDBARNES GROUP INC COM
76,000$3.9B0.43%
42
METAFACEBOOK INC CL A
21,666$3.9B0.43%
43
WFC 7.5 PERP LWELLS FARGO CO NEW PERP PFD CNV A
2,524$3.8B0.42%
44
BABOEING CO COM
10,035$3.8B0.42%
45
AQLTISHARES CORE MSCI EAFE
90,465$3.5B0.39%
46
CVSCVS HEALTH CORP COM
54,636$3.4B0.38%
47
XOMEXXON MOBIL CORP COM
45,446$3.2B0.35%
48
BACVERIZON COMMUNICATIONS
50,961$3.1B0.34%
49
AMGNAMGEN INC
14,512$2.8B0.31%
50
CMICUMMINS INC COM
17,229$2.8B0.31%
51
MCDMCDONALDS CORP COM
12,958$2.8B0.31%
52
FDXFEDEX CORP
18,804$2.7B0.30%
53
ORCLORACLE CORPORATION
49,705$2.7B0.30%
54
VTEBVANGUARD TAX-EXEMPT BOND ETF
50,715$2.7B0.30%
55
BACBANK AMER CORP COM
92,050$2.7B0.30%
56
UPSUNITED PARCEL SERVICE INC
22,092$2.6B0.29%
57
STZCONSTELLATION BRANDS INC CL A
12,241$2.5B0.28%
58
RTN1USDRAYTHEON CO COM NEW
12,472$2.4B0.27%
59
CINFCINCINNATI FINL CORP COM
20,849$2.4B0.27%
60
DYHTARGET CORP COM
22,746$2.4B0.27%
61
CSCOCISCO SYS INC
48,987$2.4B0.27%
62
IJHISHARES CORE S&P MID CAP ETF
12,240$2.4B0.26%
63
XLEENERGY SELECT SECTOR SPDR
38,861$2.3B0.25%
64
ZBHZIMMER HLDGS INC
16,244$2.2B0.25%
65
PYPLPAYPAL HLDGS INC COM
21,423$2.2B0.25%
66
XLFFINANCIAL SELECT SECTOR SPDR
77,948$2.2B0.24%
67
HIHILLENBRAND INCORPORATED
70,324$2.2B0.24%
68
CVXCHEVRON CORP NEW COM
18,183$2.2B0.24%
69
ETENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP
163,316$2.1B0.24%Call
70
XLFICONSUMER STAPLES SELECT SECTOR SPDR
34,588$2.1B0.23%
71
LMTLOCKHEED MARTIN CORP
5,343$2.1B0.23%
72
FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF
51,794$2.0B0.23%
73
CRMSALESFORCE COM
12,610$1.9B0.21%
74
GISGENERAL MLS INC COM
33,895$1.9B0.21%
75
TRVCCITIGROUP INC
26,376$1.8B0.20%
76
BLKCHFBLACKROCK INC
4,066$1.8B0.20%
77
VOOVANGUARD S&P 500 ETF
6,473$1.8B0.19%
78
KBALUSDKIMBALL INTERNATIONAL INC-CL B
91,205$1.8B0.19%
79
ABTABBOTT LABS COM
20,281$1.7B0.19%
80
KOCOCA COLA CO COM
30,447$1.7B0.18%
81
4I1PHILIP MORRIS INTL INC
21,731$1.6B0.18%
82
IEMGISHARES CORE MSCI EMERGING MKTS
61,598$1.6B0.18%
83
HONHONEYWELL INTL INC
8,930$1.5B0.17%
84
THFFTERRE HAUTE FIRST FINANCIAL
34,654$1.5B0.17%
85
LENLENNAR CORP CL A
26,923$1.5B0.17%Call
86
UNPUNION PACIFIC CORP COM
9,140$1.5B0.16%
87
NVDANVIDIA CORP
8,443$1.5B0.16%
88
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
8,165$1.4B0.15%Call
89
RDS/AROYAL DUTCH SHELL PLC-ADR
23,082$1.4B0.15%
90
ENBENBRIDGE INC COM
38,309$1.3B0.15%
91
DUKDUKE ENERGY CORP NEW COM NEW
13,821$1.3B0.15%
92
ABBVABBVIE INC COM
17,240$1.3B0.14%
93
TTENTOTAL SA ADR
24,802$1.3B0.14%
94
SBUXSTARBUCKS CORP
14,561$1.3B0.14%
95
GEGENERAL ELECTRIC CO COM
143,501$1.3B0.14%
96
IWOISHARES RUSSELL 2000 GROWTH INDEX
6,657$1.3B0.14%
97
MPCMARATHON PETE CORP
21,009$1.3B0.14%Call
98
IVWISHARES S&P 500 GROWTH ETF
7,057$1.3B0.14%
99
DREUSDDUKE REALTY CORP
37,241$1.3B0.14%
100
IBMINTL BUSINESS MACHINES
8,691$1.3B0.14%
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