Valeo Financial Advisors, LLC Q4 2023 Filing

Filed January 29, 2024

Portfolio Value

$2.5B

Holdings

634

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (634 positions)

StockValue
SPYSPDR S&P 500 ETF
$442.4M
IJRISHARES S&P SMALLCAP 600 ETF
$180.8M
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
$123.2M
AAPLAPPLE INC
$114.0M
VCSHVANGUARD SHORT TERM CORP BOND FD ETF
$84.3M
IVVISHARES S&P 500 INDEX
$83.1M
MSFTMICROSOFT
$70.9M
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF
$63.7M
LLYELI LILLY & CO COM
$60.9M
EFAISHARES MSCI EAFE ETF
$51.8M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$43.0M
AMZNAMAZON.COM INC
$40.7M
VWOVANGUARD FTSE EMERGING MARKETS ETF
$37.0M
GOOGLGOOGLE INC
$28.8M
AQLTISHARES CORE MSCI EAFE
$27.9M
JPMJPMORGAN CHASE & CO COM
$27.3M
IWMISHARES RUSSELL 2000 ETF
$25.0M
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$24.3M
NVDANVIDIA CORP
$23.7M
VOOVANGUARD S&P 500 ETF
$18.1M
GOOGALPHABET INC CAP STK CL C
$18.1M
NDQPOWERSHARES QQQ TR
$17.7M
VVISA INC
$15.5M
JNJJOHNSON & JOHNSON COM
$14.5M
TSLATESLA MOTORS INC
$14.0M
PGPROCTER AND GAMBLE CO COM
$13.4M
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF
$13.3M
METAMETA PLATFORMS INC CL A
$12.0M
MBINMERCHANTS BANCORP IND COM
$10.9M
HDHOME DEPOT
$10.4M
IWFISHARES RUSSELL 1000 GROWTH ETF
$9.9M
MAMASTERCARD INC
$9.6M
HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF
$9.4M
PEPPEPSICO INC COM
$9.4M
IWDISHARES RUSSELL 1000 VALUE ETF
$9.4M
COSTCOSTCO WHOLESALE CORP
$9.3M
XOMEXXON MOBIL CORP COM
$8.9M
MRKMERCK & CO INC
$8.3M
ORCLORACLE CORPORATION
$8.1M
EEMISHARES MSCI EMERGING MARKETS ETF
$8.0M
DISDISNEY WALT CO COM
$7.8M
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF
$7.7M
UNHUNITEDHEALTH GROUP
$7.6M
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
$7.6M
BABOEING CO COM
$7.5M
MCDMCDONALDS CORP COM
$7.4M
CVXCHEVRON CORP NEW COM
$7.2M
LMTLOCKHEED MARTIN CORP
$7.2M
WMTWALMART INC COM
$7.2M
AMGNAMGEN INC
$7.0M
ABBVABBVIE INC COM
$6.8M
CRMSALESFORCE COM
$6.7M
BACBANK AMERICA CORP COM
$6.7M
VTIVANGUARD TOTAL STOCK MARKET ETF
$6.5M
KOCOCA COLA CO COM
$6.1M
VTVVANGUARD VALUE ETF
$6.1M
INTCINTEL CORP COM
$6.0M
CATCATERPILLAR INC COM
$6.0M
RTXRTX CORPORATION COM
$5.8M
IEMGISHARES CORE MSCI EMERGING MKTS
$5.6M
IWBISHARES TR RUSSELL 1000 INDEX ETF
$5.5M
NKENIKE INC CLASS B
$5.2M
PFEPFIZER INC COM
$5.2M
AVGOBROADCOM INC COM
$4.9M
DEDEERE & CO COM
$4.9M
HONHONEYWELL INTL INC
$4.8M
4I1PHILIP MORRIS INTL INC
$4.7M
CSCOCISCO SYS INC
$4.6M
ESGUISHARES ESG AWARE MSCI USA ETF
$4.3M
VGSHVANGUARD SHORT-TERM TREASURY ETF
$4.3M
BACVERIZON COMMUNICATIONS
$4.1M
VUGVANGUARD GROWTH ETF
$4.1M
FDXFEDEX CORP
$4.0M
SNOWSNOWFLAKE INC CL A
$4.0M
IWVISHARES TRUST RUSSELL 3000 INDEX FD
$4.0M
CVSCVS HEALTH CORP COM
$3.9M
AGGISHARES AGGREGATE BOND ETF
$3.9M
NFLXNETFLIX COM INC
$3.9M
UNPUNION PAC CORP COM
$3.8M
UPSUNITED PARCEL SERVICE INC
$3.8M
STZCONSTELLATION BRANDS INC CL A
$3.8M
CMCSACOMCAST CORP NEW CL A
$3.8M
XLKTECHNOLOGY SELECT SECTOR SPDR
$3.8M
PLDPROLOGIS SHARE BENEFICIAL INT
$3.6M
ETENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP
$3.5M
VBRVANGUARD SMALL CAP VALUE ETF
$3.5M
IJHISHARES CORE S&P MID CAP ETF
$3.4M
HIHILLENBRAND INCORPORATED
$3.4M
QCOMQUALCOMM INC
$3.4M
SCHWCHARLES SCHWAB CORP
$3.4M
ABTABBOTT LABS COM
$3.4M
GSGOLDMAN SACHS GROUP INC
$3.4M
SBUXSTARBUCKS CORP
$3.2M
DYHTARGET CORP COM
$3.1M
CMICUMMINS INC COM
$3.1M
FFORD MOTOR COMPANY
$3.1M
ADBEADOBE SYS INC
$3.1M
TRVCCITIGROUP INC
$3.0M
VTVANGUARD TOTAL WORLD STOCK ETF
$3.0M
IVEISHARES S&P 500 VALUE ETF
$3.0M
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