Valeo Financial Advisors, LLC Q4 2020 Filing

Filed February 11, 2021

Portfolio Value

$1.9T

Holdings

1,746

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (1,746 positions)

StockValue
ROKUROKU INC COM CL A
$685.0M
NVSNNOVARTIS AG ADR
$681.0M
GSGOLDMAN SACHS GROUP INC
$681.0M
FISVFISERV INC
$680.0M
SWKSTANLEY BLACK & DECKER INC COM
$679.0M
TMUST-MOBILE US INC COM
$675.0M
IPINTERNATIONAL PAPER CO COM
$675.0M
ACWIISHARES TR MSCI ACWIINDEX FD
$667.0M
YUMCYUM CHINA HLDGS INC COM
$667.0M
SPGSIMON PROPERTY GROUP INC
$662.0M
CSXCSX CORP
$653.0M
SCHASCHWAB ETFS- US SMALL-CAP ETF
$650.0M
ARKKARK INNOVATION ETF
$640.0M
LOWLOWES COS INC COM
$636.0M
INSPINSPIRE MED SYS INC COM
$633.0M
VGTVANGUARD INFORMATION TECHNOLOGY
$629.0M
BNDVANGUARD TOTAL BOND MARKET ETF
$624.0M
SJNKSPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETF
$619.0M
VOTVANGUARD MID-CAP GROWTH INDEX FUND
$610.0M
TXNTEXAS INSTRS INC COM
$606.0M
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF
$596.0M
ON1OLD NATL BANCORP IND
$596.0M
ETENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP
$593.0M
BKNGPRICELINE.COM INC
$584.0M
PGXPOWERSHARES GLOBAL PREFERRED ETF
$580.0M
PTONPELOTON INTERACTIVE INC CL A COM
$579.0M
ALSALLSTATE CORP
$575.0M
CRSPCRISPR THERAPEUTICS AG NAMEN AKT
$572.0M
GABCGERMAN AMERICAN BANCORP
$569.0M
HYSPIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD
$567.0M
SCHGSCHWAB US LARGE CAP GROWTH ETF
$555.0M
R6C2ROYAL DUTCH SHELL PLC SPON ADR B
$553.0M
TTTRANE TECHNOLOGIES PLC SHS
$551.0M
EWGISHARES INC MSCI GERMANY INDEX FD
$548.0M
NEENEXTERA ENERGY INC COM
$545.0M
NIONIO INC SPON ADS
$534.0M
SGOLETFS GOLD TRUST ETF
$526.0M
TMOTHERMO FISHER SCIENTIFIC INC COM
$517.0M
UBERUBER TECHNOLOGIES INC COM
$511.0M
ROMPROSHARES ULTRA TECHNOLOGY
$507.0M
DOWDOW INC COM
$507.0M
TTENTOTAL SA ADR
$506.0M
DALDELTA AIR LINES INC DEL CMN
$505.0M
LBTYBLIBERTY GLOBAL PLC CL C
$504.0M
IYRISHARES US REAL ESTATE ETF
$504.0M
NTLAINTELLIA THERAPEUTICS INC COM
$494.0M
HBANHUNTINGTON BANCSHARES INC COM
$492.0M
PENNPENN NATL GAMING INC
$490.0M
SOSOUTHERN CO COM
$485.0M
XYZSQUARE INC CL A
$485.0M
QRVOQORVO INC COM
$485.0M
CHTRCHARTER COMMUNICATIONS INC NEW CL A
$482.0M
AMEAMETEK INC COM
$477.0M
CICIGNA CORP
$472.0M
DWDMORGAN STANLEY
$471.0M
MUMICRON TECHNOLOGY
$460.0M
TTDTHE TRADE DESK INC COM CL A
$452.0M
SOXXISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND
$452.0M
MELLANOX TECHNOLOGIES LTD SHS
$452.0M
0VVBCBS CORP CL B
$445.0M
PSXPHILLIPS 66
$444.0M
HSYHERSHEY CO COM
$444.0M
CITCINTAS CORP
$440.0M
IWPISHARES RUSSELL MIDCAP GROWTH ETF
$434.0M
COPCONOCOPHILLIPS COM
$428.0M
AWMSKYWORKS SOLUTIONS INC COM
$428.0M
AMDADVANCED MICRO DEVICES INC COM
$425.0M
SNOWSNOWFLAKE INC CL A
$423.0M
DOCUSDPHYSICIANS RLTY TR COM
$418.0M
CLXCLOROX CO DEL COM
$417.0M
SCHDSCHWAB US DIVIDEND EQUITY ETF
$415.0M
SCHFSCHWAB INTERNATIONAL EQUITY ETF
$414.0M
DKNG1USDDRAFTKINGS INC COM CL A
$412.0M
FSLRFIRST SOLAR INC
$406.0M
RDFNREDFIN CORP COM
$404.0M
SPYDSPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
$397.0M
FFORD MOTOR COMPANY
$388.0M
CGCCANOPY GROWTH CORP COM
$388.0M
XLUUTILITIES SELECT SECTOR SPDR
$385.0M
TFCTRUIST FINL CORP COM
$383.0M
SCHESCHWAB EMERGING MARKET EQ ETF
$382.0M
IAUUSDISHARES GOLD TRUST ETF
$381.0M
CEF/UCENTRAL FUND OF CANADA LTD
$381.0M
OTISOTIS WORLDWIDE CORP COM
$380.0M
TWLOTWILIO INC CL A
$379.0M
BUDANHEUSER BUSCH
$379.0M
WMWASTE MANAGEMENT INC
$379.0M
HDBHDFC BK LTD ADR REPSTG 3 SHS
$378.0M
ALKALASKA AIR GROUP INC COM
$378.0M
BMRNBIOMARIN PHARMACEUTICAL INC
$375.0M
SLBSCHLUMBERGER LTD COM
$375.0M
VFCV F CORP COM
$373.0M
ENOVCOLFAX CORP
$372.0M
VOVANGUARD MID CAP
$371.0M
ACNACCENTURE LTD BERMUDA CL A
$371.0M
GKOSGLAUKOS CORP COM
$361.0M
LUVSOUTHWEST AIRLS CO COM
$352.0M
SHOPSHOPIFY INC CL A
$351.0M
ARKGARK GENOMIC REVOLUTION ETF
$348.0M
ZTSZOETIS INC COM CL A
$346.0M
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