Valeo Financial Advisors, LLC Q4 2019 Filing

Filed January 24, 2020

Portfolio Value

$1.0T

Holdings

1,695

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (1,695 positions)

#StockSharesValue% PortfolioType
101
RDS/AROYAL DUTCH SHELL PLC-ADR
24,455$1.4B0.14%
102
IWOISHARES RUSSELL 2000 GROWTH INDEX
6,660$1.4B0.14%
103
MPCMARATHON PETE CORP
22,954$1.4B0.13%
104
MOALTRIA GROUP INC COM
27,619$1.4B0.13%
105
AQLTISHARES DJ SELECT DIVIDEND
12,964$1.4B0.13%
106
IVWISHARES S&P 500 GROWTH ETF
7,062$1.4B0.13%
107
MDTMEDTRONIC PLC SHS
11,852$1.3B0.13%
108
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND
12,676$1.3B0.13%
109
XLKTECHNOLOGY SELECT SECTOR SPDR
14,606$1.3B0.13%
110
CCLCARNIVAL CORP
25,770$1.3B0.13%
111
DREUSDDUKE REALTY CORP
37,321$1.3B0.13%
112
IWNISHARES RUSSELL 2000 VALUE
10,055$1.3B0.13%
113
DUKDUKE ENERGY CORP NEW COM NEW
14,005$1.3B0.12%
114
MRKMERCK & CO INC
13,863$1.3B0.12%
115
CICIGNA CORP
6,112$1.3B0.12%
116
BMYBRISTOL MYERS SQUIBB CO COM
19,071$1.2B0.12%
117
LABORATORY CORP OF AMERICA
7,178$1.2B0.12%
118
DALDELTA AIR LINES INC DEL CMN
20,679$1.2B0.12%
119
IWRISHARES TR RUSSELL MIDCAP INDEX FD
31,841$1.2B0.12%
120
BPBP PLC SPONSORED ADR
31,336$1.2B0.11%
121
IBMINTL BUSINESS MACHINES
8,768$1.2B0.11%
122
SYKSTRYKER CORP
5,590$1.2B0.11%
123
DEDEERE & CO COM
6,586$1.1B0.11%
124
XLYCONSUMER DISCRETIONARY SEL SECTOR SPDR FD
9,055$1.1B0.11%
125
ENBENBRIDGE INC COM
28,317$1.1B0.11%
126
MBINMERCHANTS BANCORP IND COM
55,083$1.1B0.11%
127
MMM3M CO COM
6,017$1.1B0.10%
128
COSTCOSTCO WHOLESALE CORP
3,603$1.1B0.10%
129
DHRDANAHER CORP
6,764$1.0B0.10%
130
TSLATESLA MOTORS INC
2,405$1.0B0.10%
131
NSCNORFOLK SOUTHERN CRP
5,148$999.0M0.10%
132
AXPAMERICAN EXPRESS CO COM
7,961$991.0M0.10%
133
ITOTISHARES TR S&P 1500 INDEX FD
13,415$975.0M0.09%
134
RSPGUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT
8,348$966.0M0.09%
135
GDGENERAL DYNAMICS CORP COM
5,464$964.0M0.09%
136
BKNGPRICELINE.COM INC
463$951.0M0.09%
137
VTVVANGUARD VALUE ETF
7,910$948.0M0.09%
138
XLVHEALTH CARE SELECT SECTOR SPDR
9,205$938.0M0.09%Put
139
MDLZMONDELEZ INTL INC CL A
16,773$924.0M0.09%
140
YUMCYUM CHINA HLDGS INC COM
18,335$880.0M0.09%
141
AGGISHARES AGGREGATE BOND ETF
7,810$878.0M0.09%
142
SCHXSCHWAB STRATEGIC TR US LRG CAP ETF
11,408$876.0M0.09%
143
0VVBCBS CORP CL B
20,826$874.0M0.08%Call
144
NFLXNETFLIX COM INC
2,693$871.0M0.08%
145
VDEVANGUARD ENERGY
10,627$866.0M0.08%
146
SCHESCHWAB EMERGING MARKET EQ ETF
31,594$865.0M0.08%
147
ADPAUTOMATIC DATA PROCESSING INC COM
5,044$860.0M0.08%
148
VGTVANGUARD INFORMATION TECHNOLOGY
3,466$849.0M0.08%
149
EXPIEXP WORLD HOLDINGS INC COM
74,512$844.0M0.08%
150
GQ9SPDR GOLD ETF
5,793$828.0M0.08%Call
151
HBANHUNTINGTON BANCSHARES INC COM
54,254$818.0M0.08%
152
SCHVSCHWAB US LARGE CAP VALUE ETF
13,560$815.0M0.08%
153
USBUS BANCORP DEL COM NEW
13,642$809.0M0.08%
154
FDNFIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD
5,664$788.0M0.08%
155
KMIKINDER MORGAN INC
36,883$781.0M0.08%
156
HBNCHORIZON BANCORP INC COM
40,324$766.0M0.07%
157
WYNNWYNN RESORTS LTD
5,408$751.0M0.07%
158
KHCKRAFT HEINZ CO COM
23,252$749.0M0.07%
159
LUVSOUTHWEST AIRLS CO COM
13,836$747.0M0.07%
160
DISCKUSDDISCOVERY COMMUNICATIONS INC NEW COM SER C
24,230$739.0M0.07%
161
ASMBASSEMBLY BIOSCIENCES INC COM
35,734$731.0M0.07%
162
GSGOLDMAN SACHS GROUP INC
3,018$694.0M0.07%
163
VEUVANGUARD FTSE ALL-WORLD EX-US
12,548$674.0M0.07%
164
FFORD MOTOR COMPANY
71,178$662.0M0.06%
165
XLIINDUSTRIAL SELECT SECTOR SPDR
7,873$641.0M0.06%
166
MUBISHARES AMT-FREE MUNI BOND ETF
5,609$639.0M0.06%
167
BIIBBIOGEN IDEC INC
2,094$621.0M0.06%
168
BUDANHEUSER BUSCH
7,547$619.0M0.06%
169
IVEISHARES S&P 500 VALUE ETF
4,753$618.0M0.06%
170
ALLERGAN PLC SHS
3,117$596.0M0.06%
171
TXNTEXAS INSTRS INC COM
4,632$594.0M0.06%
172
PRFPOWERSHARES FTSE RAFI US 1000
4,667$591.0M0.06%
173
QCOMQUALCOMM INC
6,670$589.0M0.06%
174
ZTSZOETIS INC COM CL A
4,453$589.0M0.06%
175
VBVANGUARD SMALL CAP ETF
3,543$587.0M0.06%
176
SPGSIMON PROPERTY GROUP INC
3,870$577.0M0.06%
177
TMOTHERMO FISHER SCIENTIFIC INC COM
1,763$573.0M0.06%
178
LBTYBLIBERTY GLOBAL PLC CL C
25,816$563.0M0.05%
179
KELKELLOGG CO COM
7,899$546.0M0.05%
180
SOSOUTHERN CO COM
8,560$545.0M0.05%
181
BXBLACKSTONE GROUP LP
9,496$531.0M0.05%
182
NKENIKE INC CLASS B
4,993$506.0M0.05%
183
CSXCSX CORP
6,974$505.0M0.05%
184
KMBKIMBERLY CLARK CORP COM
3,655$503.0M0.05%
185
FTVFORTIVE CORP COM
6,572$502.0M0.05%
186
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND
3,961$494.0M0.05%
187
DEODIAGEO PLC
2,924$492.0M0.05%
188
ON1OLD NATL BANCORP IND
26,775$490.0M0.05%
189
WMWASTE MANAGEMENT INC
4,268$486.0M0.05%
190
VUGVANGUARD GROWTH ETF
2,664$485.0M0.05%
191
TFCTRUIST FINL CORP COM
8,656$485.0M0.05%
192
GSKGLAXOSMITHKLINE PLC SPONSORED ADR
10,301$484.0M0.05%
193
BDXBECTON DICKINSON & CO COM
1,778$484.0M0.05%
194
GABCGERMAN AMERICAN BANCORP
13,542$482.0M0.05%
195
AVGOBROADCOM INC COM
1,523$481.0M0.05%
196
INSPINSPIRE MED SYS INC COM
6,456$479.0M0.05%
197
IYRISHARES US REAL ESTATE ETF
5,150$479.0M0.05%
198
IBBISHARES NASDAQ BIOTECHNOLOGY
3,945$475.0M0.05%
199
VYMVANGUARD HIGH DIVIDEND YIELD
5,059$474.0M0.05%
200
IJTISHARES S&P SMALLCAP 600 GROWTH ETF
2,432$470.0M0.05%
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