Valeo Financial Advisors, LLC Q3 2024 Filing
Filed October 10, 2024
Portfolio Value
$3.5B
Holdings
691
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (691 positions)
| Stock | Value |
|---|---|
PYPLPAYPAL HLDGS INC COM | $1.4M |
NXPINXP SEMICONDUCTORS NV COM | $1.4M |
SHOPSHOPIFY INC CL A | $1.4M |
MMM3M CO COM | $1.4M |
PLTRPALANTIR TECHNOLOGIES INC CL A | $1.4M |
ORLYO REILLY AUTOMOTIVE INC | $1.3M |
LHLABORATORY CORP OF AMERICA | $1.3M |
ANFABERCROMBIE & FITCH CO CL A | $1.3M |
SCHVSCHWAB US LARGE CAP VALUE ETF | $1.3M |
SOXXISHARES SEMICONDUCTOR ETF | $1.3M |
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND | $1.3M |
SLBSCHLUMBERGER LTD COM STK | $1.3M |
SCHFSCHWAB INTERNATIONAL EQUITY ETF | $1.3M |
KEKIMBALL ELECTRONICS INC COM | $1.3M |
YUMYUM! BRANDS INC | $1.3M |
IWNISHARES RUSSELL 2000 VALUE | $1.2M |
7HPHP INC COM | $1.2M |
USBUS BANCORP DEL COM NEW | $1.2M |
EMREMERSON ELEC CO COM | $1.2M |
NOCNORTHROP GRUMMAN CORP COM | $1.2M |
CLCOLGATE PALMOLIVE CO COM | $1.2M |
EFGISHARES MSCI EAFE GROWTH INDEX ETF | $1.2M |
BKNGBOOKING HOLDINGS INC COM | $1.2M |
USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $1.2M |
AZNASTRAZENECA PLC- SPONS ADR | $1.2M |
SCHGSCHWAB US LARGE CAP GROWTH ETF | $1.2M |
PNCPNC FINL SVCS GROUP INC COM | $1.2M |
MRSHMARSH & MCLENNAN COS INC COM | $1.2M |
CMGCHIPOTLE MEXICAN GRILL INC | $1.2M |
KEYKEYCORP COM | $1.2M |
TRVTRAVELERS COMPANIES INC COM | $1.2M |
VCITVANGUARD INTERMEDIATE TERM CORP BOND FD ETF | $1.2M |
KELKELLANOVA COM | $1.2M |
VDEVANGUARD ENERGY | $1.2M |
INSPINSPIRE MED SYS INC COM | $1.1M |
THFFTERRE HAUTE FIRST FINANCIAL | $1.1M |
AMTAMERICAN TOWER CORP | $1.1M |
TMUST-MOBILE US INC COM | $1.1M |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $1.1M |
SHWSHERWIN WILLIAMS CO COM | $1.1M |
GMGENERAL MOTORS CORP | $1.1M |
AVUVAVANTIS U.S. SMALL CAP VALUE ETF | $1.1M |
DALDELTA AIR LINES INC DEL CMN | $1.1M |
XLFICONSUMER STAPLES SELECT SECTOR SPDR | $1.1M |
ACWIISHARES TR MSCI ACWIINDEX FD | $1.1M |
ICEINTERCONTINENTAL EXCH INTL | $1.1M |
DFASDIMENSIONAL U.S. SMALL CAP ETF | $1.1M |
SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $1.1M |
EAGGISHARES ESG AWARE US AGGREGATE BOND ETF | $1.1M |
PHPARKER-HANNIFIN CORP COM | $1.1M |
VHTVANGUARD HEALTH CARE ETF | $1.1M |
DONSPDR DOW JONES INDUSTRIAL ETF | $1.1M |
ADIANALOG DEVICES INC COM | $1.0M |
LULULULULEMON ATHLETICA INC | $1.0M |
GKOSGLAUKOS CORP COM | $1.0M |
SPYDSPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $1.0M |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $1.0M |
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND | $1.0M |
MARMARRIOTT INTL INC | $1.0M |
DFIVDIMENSIONAL INTERNATIONAL VALUE ETF | $1.0M |
ETRENTERGY CORP NEW COM | $1.0M |
PGRPROGRESSIVE CORP COM | $1.0M |
OXYOCCIDENTAL PETE CORP COM | $1.0M |
MUMICRON TECHNOLOGY | $994K |
CARRCARRIER GLOBAL CORPORATION COM | $986K |
XLVHEALTH CARE SELECT SECTOR SPDR | $985K |
BAC 7.25 PERP LBK OF AMERICA CORP 7.25 CNV PFD | $977K |
TTWOTAKE-TWO INTERACTIVE SOFTWARE COM | $975K |
DELLDELL TECHNOLOGIES INC CL C | $968K |
FDNFIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD | $964K |
VCRVANGUARD CONSUMER DISCRETIONARY | $952K |
FCXFREEPORT MCMORAN COPPER | $948K |
OBDCBLUE OWL CAPITAL CORPORATION COM | $947K |
DEODIAGEO PLC | $945K |
DFUSDIMENSIONAL U.S. EQUITY MARKET ETF | $944K |
UBSUBS AG NEW F | $924K |
ULUNILEVER PLC SPON ADR NEW | $917K |
APDAIR PRODS & CHEMS INC COM | $915K |
DDOMINION RESOURCES INC | $909K |
AIGAMERICAN INTL GROUP INC COM NEW | $879K |
TTDTHE TRADE DESK INC COM CL A | $876K |
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF | $873K |
BALLBALL CORP COM | $870K |
MCHPMICROCHIP TECHNOLOGY INC | $864K |
TFCTRUIST FINL CORP COM | $856K |
ESGDISHARES ESG AWARE MSCI EAFE ETF | $853K |
CINFCINCINNATI FINL CORP COM | $853K |
MLB1MERCADOLIBRE INC | $850K |
IAU*ISHARES GOLD TRUST ETF | $842K |
DOWDOW INC COM | $839K |
MCOMOODYS CORP | $837K |
SNYSANOFI SA | $834K |
INBKFIRST INTERNET BANCORP | $832K |
METMETLIFE INC COM | $828K |
LPXLOUISIANA PACIFIC | $827K |
FBTCFIDELITY WISE ORIGIN BITCOIN FUND | $820K |
FISVFISERV INC | $817K |
WFC 7.5 PERP LWELLS FARGO CO NEW PERP PFD CNV A | $815K |
CBZCBIZ INC COM | $813K |
RRYDER SYS INC COM | $810K |