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)

StockValue
PRFZPOWERSHARES FTSE RAFI US 1500 S/M PT
$306K
UALUNITED CONTL HLDGS INC
$305K
FTVFORTIVE CORP COM
$304K
BIIBBIOGEN IDEC INC
$303K
IDV*ISHARES INTERNATIONAL SELECT DIVIDEND ETF
$303K
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
$302K
HLTHILTON WORLDWIDE HLDGS INC COM
$298K
SPDWSPDR S&P WORLD EX-US
$298K
CPRTCOPART INC
$298K
JAAAJANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF
$297K
EWEDWARDS LIFESCIENCES CORP COM
$296K
VIOOVANGUARD S&P SMALL-CAP 600 ETF
$296K
WMBWILLIAMS COS INC COM
$295K
NXGNXG NEXTGEN INFRASTR INCM FD COM
$294K
ITBISHARES DOW JONES US HOME CONST (ETF)
$293K
SUSUNCOR ENERGY COM NPV ISIN CA8672291066 SEDOL 2861142EXCHANGED FOR ONE SHAR
$293K
GLWCORNING INC COM
$293K
UNMUNUM GROUP
$291K
IUSVISHARES CORE S&P US VALUE ETF
$290K
PFFISHARES S&P U.S. PREFERRED STOCK ETF
$290K
WABWABTEC
$287K
USX1UNITED STATES STL CORP
$286K
CTSHCOGNIZANT TECH SOLUTIONS CORP
$285K
QQEWFIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND
$284K
CPCANADIAN PAC RAILWAYLTD
$284K
PAAPLAINS ALL AMERICAN PIPELINE LP
$283K
XJRISHARES ESG SCREENED S&P SMALL-CAP ETF
$283K
PGXPOWERSHARES GLOBAL PREFERRED ETF
$283K
EDCONSOLIDATED EDISON INC COM
$282K
VIGIVANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
$282K
SLYVSPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETF
$281K
PRFPOWERSHARES FTSE RAFI US 1000
$280K
ABNBAIRBNB INC COM CL A
$280K
MHOM/I HOMES INC COM
$279K
ACWXISHARES MSCI ACWI EX US
$278K
EUFNISHARES MSCI EUROPE FINANCIALS ETF
$277K
ILMNILLUMINA INC
$276K
SNPSSYNOPSYS INC COM
$274K
DOVDOVER CORP COM
$272K
FEFIRSTENERGY CORP
$272K
AWCAMERICAN WATER WORKS CO
$271K
WPMSILVER WHEATON CORP
$270K
BWABORG WARNER AUTOMOTIVE INC
$270K
WRBBERKLEY W R CORP COM
$268K
KNSLKINSALE CAP GROUP INC COM
$268K
EVRGEVERGY INC COM
$266K
ADMARCHER DANIELS MIDLAND CO COM
$265K
LEGLEGGETT & PLATT INC COM
$265K
HMCHONDA MOTOR LTD ADR ECH CNV IN 3
$263K
DHDEFINITIVE HEALTHCARE CORP CLASS A COM
$263K
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF
$262K
ALCALCON AG ORD SHS
$262K
RRRRED ROCK RESORTS INC CL A
$260K
FVRRFIVERR INTL LTD ORD SHS
$259K
EVREVERCORE INC CLASS A
$258K
IFFINTERNATIONAL FLAVORS&FRAGRANC COM
$258K
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
$257K
FICOFAIR ISAAC CORP
$257K
ROSTROSS STORES INC
$256K
HWMHOWMET AEROSPACE INC COM
$255K
FSLRFIRST SOLAR INC
$255K
USMVISHARES MSCI USA MIN VOL FACTOR ETF
$255K
BIVVANGUARD INTERMEDIATE-TERM BOND
$254K
MASMASCO CORP COM
$253K
RDFNREDFIN CORP COM
$251K
DGDOLLAR GEN CORP
$250K
IGMISHARES S&P NORTH AMER TECHNOLOGY
$248K
CECELANESE CORP DEL COM
$248K
AWMSKYWORKS SOLUTIONS INC COM
$248K
XYLXYLEM INC
$247K
BMOBANK OF MONTREAL
$247K
CBRECBRE GROUP INC CL A
$244K
GRMNGARMIN LTD
$244K
BANCBANC OF CALIFORNIA INC COM
$242K
LOVELOVESAC COMPANY COM
$242K
MSDMORGAN STANLEY EMKT DBT FD INC COM
$241K
IRINGERSOLL RAND INC COM
$240K
LNCLINCOLN NATL CORP IND COM
$240K
VFHVANGUARD FINANCIALS ETF
$240K
TGTXTG THERAPEUTICS INC COM
$239K
EQTEQT CORP COM
$239K
PFGCPERFORMANCE FOOD GROUP CO COM
$239K
SRESEMPRA ENERGY
$238K
ZSZSCALER INC COM
$236K
LIILENNOX INTL INC COM
$235K
YETIYETI HLDGS INC COM
$234K
DKSDICKS SPORTING GOODS INC
$234K
PALLABRDN PHYSICAL PALLADIUM SHARES ETF
$234K
VTWGVANGUARD RUSSELL 2000 GROWTH ETF
$233K
DKNGDRAFTKINGS INC NEW COM CL A
$233K
IXNISHARES GLOBAL TECH ETF
$231K
HRBBLOCK H & R INC COM
$231K
GABGABELLI EQUITY TRUST INC
$231K
FTSMFIRST TRUST ENHANCED SHORT MATURITY ETF
$231K
ENBENBRIDGE INC COM
$230K
PEOEXELON CORP COM
$230K
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF
$229K
SWKSTANLEY BLACK & DECKER INC COM
$229K
TRGPTARGA RES CORP COM
$226K
RHCRH PLC ORD
$225K
PreviousPage 6 of 7Next