Valeo Financial Advisors, LLC Q4 2024 Filing
Filed January 30, 2025
Portfolio Value
$3.6B
Holdings
690
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (690 positions)
| Stock | Value |
|---|---|
DEDEERE & CO COM | $3.4M |
CLOZELDRIDGE BBB-B CLO ETF | $3.3M |
IVEISHARES S&P 500 VALUE ETF | $3.3M |
GEGE AEROSPACE COM NEW | $3.3M |
IVWISHARES S&P 500 GROWTH ETF | $3.3M |
TAT&T INC COM | $3.3M |
UPSUNITED PARCEL SERVICE INC | $3.3M |
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | $3.2M |
SCHXSCHWAB STRATEGIC TR US LRG CAP ETF | $3.1M |
DHRDANAHER CORP | $3.1M |
IBMINTL BUSINESS MACHINES | $3.1M |
NVONOVO-NORDISK A/S ADR ADR CMN | $3.0M |
VRTXVERTEX PHARMACEUTICALS IN | $2.9M |
VGSHVANGUARD SHORT-TERM TREASURY ETF | $2.9M |
QCOMQUALCOMM INC | $2.9M |
EPDENTERPRISE PRODS PARTNERS L P | $2.9M |
AMDADVANCED MICRO DEVICES INC COM | $2.9M |
STZCONSTELLATION BRANDS INC CL A | $2.9M |
SCHWCHARLES SCHWAB CORP | $2.9M |
ACNACCENTURE PLC CLASS A | $2.8M |
SYKSTRYKER CORP | $2.8M |
SBUXSTARBUCKS CORP | $2.8M |
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF | $2.8M |
EQIXEQUINIX INC COM | $2.6M |
COPCONOCOPHILLIPS COM | $2.6M |
AQLTISHARES DJ SELECT DIVIDEND | $2.6M |
TJXTJX COS INC NEW COM | $2.5M |
GTLBGITLAB INC CLASS A COM | $2.5M |
XLYCONSUMER DISCRETIONARY SEL SECTOR SPDR FD | $2.5M |
BXBLACKSTONE GROUP LP | $2.4M |
LOWLOWES COS INC COM | $2.4M |
ARESARES MANAGEMENT CORPORATION CL A COM STK | $2.3M |
IWRISHARES TR RUSSELL MIDCAP INDEX FD | $2.3M |
MDLZMONDELEZ INTL INC CL A | $2.3M |
VGTVANGUARD INFORMATION TECHNOLOGY | $2.3M |
ADPAUTOMATIC DATA PROCESSING INC COM | $2.3M |
DYHTARGET CORP COM | $2.3M |
XLEENERGY SELECT SECTOR SPDR | $2.2M |
HIHILLENBRAND INCORPORATED | $2.2M |
TMOTHERMO FISHER SCIENTIFIC INC COM | $2.2M |
SPGIS&P GLOBAL INC COM | $2.2M |
MOALTRIA GROUP INC COM | $2.2M |
TXNTEXAS INSTRS INC COM | $2.2M |
NOWSERVICENOW INC COM | $2.2M |
ISRGINTUITIVE SURGICAL, INC. | $2.2M |
GQ9SPDR GOLD ETF | $2.2M |
INTCINTEL CORP COM | $2.1M |
SHOPSHOPIFY INC CL A | $2.1M |
GEVGE VERNOVA INC COM | $2.1M |
FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $2.1M |
DWDMORGAN STANLEY | $2.1M |
DUKDUKE ENERGY CORP NEW COM NEW | $2.1M |
SMHVANECK SEMICONDUCTOR ETF | $2.1M |
SNOWSNOWFLAKE INC CL A | $2.1M |
NEENEXTERA ENERGY INC COM | $2.0M |
BMYBRISTOL-MYERS SQUIBB CO COM | $2.0M |
HSYHERSHEY CO COM | $2.0M |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $1.9M |
BSXBOSTON SCIENTIFIC CORP | $1.9M |
WMWASTE MANAGEMENT INC | $1.9M |
ITOTISHARES TR S&P 1500 INDEX FD | $1.9M |
NKENIKE INC CLASS B | $1.8M |
IWPISHARES RUSSELL MIDCAP GROWTH ETF | $1.8M |
LINLINDE PLC SHS | $1.8M |
XLIINDUSTRIAL SELECT SECTOR SPDR | $1.8M |
MIGAMICROSTRATEGY INC CL A NEW | $1.8M |
UBERUBER TECHNOLOGIES INC COM | $1.8M |
VBKVANGUARD SMALL-CAP GROWTH ETF | $1.7M |
CITCINTAS CORP | $1.7M |
KMBKIMBERLY-CLARK CORP COM | $1.7M |
FBTCFIDELITY WISE ORIGIN BITCOIN FUND | $1.7M |
NSCNORFOLK SOUTHERN CRP | $1.7M |
ICFISHARES COHEN & STEERS RLTY | $1.7M |
GDGENERAL DYNAMICS CORP COM | $1.6M |
AFLAFLAC INC COM | $1.6M |
PSXPHILLIPS 66 | $1.6M |
CMCSACOMCAST CORP NEW CL A | $1.6M |
LULULULULEMON ATHLETICA INC | $1.6M |
GISGENERAL MLS INC COM | $1.6M |
TBLLINVESCO SHORT TERM TREASURY ETF | $1.6M |
USIGISHARES CREDIT BOND ETF | $1.6M |
ZBHZIMMER HLDGS INC | $1.5M |
PYPLPAYPAL HLDGS INC COM | $1.5M |
SHELROYAL DUTCH SHELL PLC-ADR | $1.5M |
MLB1MERCADOLIBRE INC | $1.5M |
CSXCSX CORP | $1.5M |
INTUINTUIT INC | $1.5M |
IWOISHARES RUSSELL 2000 GROWTH INDEX | $1.5M |
MDTMEDTRONIC PLC SHS | $1.5M |
BKNGBOOKING HOLDINGS INC COM | $1.4M |
SPGSIMON PROPERTY GROUP INC | $1.4M |
CBCHUBB LIMITED COM | $1.4M |
VEUVANGUARD FTSE ALL-WORLD EX-US | $1.4M |
AMATAPPLIED MATLS INC COM | $1.4M |
ANFABERCROMBIE & FITCH CO CL A | $1.4M |
USBUS BANCORP DEL COM NEW | $1.4M |
GABCGERMAN AMERICAN BANCORP | $1.4M |
SOSOUTHERN CO COM | $1.4M |
VYMVANGUARD HIGH DIVIDEND YIELD | $1.4M |
ACWIISHARES TR MSCI ACWIINDEX FD | $1.3M |