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)

StockValue
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
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