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 |
|---|---|
LRCXLAM RESEARCH CORP | $1.3M |
MPCMARATHON PETE CORP | $1.3M |
LHLABORATORY CORP OF AMERICA | $1.3M |
EMREMERSON ELEC CO COM | $1.3M |
PNCPNC FINL SVCS GROUP INC COM | $1.3M |
CVSCVS HEALTH CORP COM | $1.3M |
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND | $1.3M |
ASMLASML HOLDING N V N Y REGISTRY SHS | $1.3M |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $1.3M |
CLOXELDRIDGE AAA CLO ETF | $1.3M |
SOXXISHARES SEMICONDUCTOR ETF | $1.2M |
AEPAMERICAN ELEC PWR CO INC COM | $1.2M |
ZTSZOETIS INC COM CL A | $1.2M |
MMM3M CO COM | $1.2M |
YUMYUM! BRANDS INC | $1.2M |
TRVTRAVELERS COMPANIES INC COM | $1.2M |
MRVLMARVELL TECHNOLOGY GROUP LTD | $1.2M |
USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $1.2M |
SCHFSCHWAB INTERNATIONAL EQUITY ETF | $1.2M |
TMUST-MOBILE US INC COM | $1.2M |
LENLENNAR CORP CL A | $1.2M |
DFUVDIMENSIONAL US MARKETWIDE VALUE ETF | $1.2M |
NXPINXP SEMICONDUCTORS NV COM | $1.2M |
AVUVAVANTIS U.S. SMALL CAP VALUE ETF | $1.2M |
SCHVSCHWAB US LARGE CAP VALUE ETF | $1.2M |
MRSHMARSH & MCLENNAN COS INC COM | $1.2M |
IBITISHARES BITCOIN TRUST ETF | $1.2M |
ETRENTERGY CORP NEW COM | $1.2M |
KEKIMBALL ELECTRONICS INC COM | $1.2M |
BPBP PLC SPONSORED ADR | $1.2M |
VDEVANGUARD ENERGY | $1.2M |
GKOSGLAUKOS CORP COM | $1.2M |
ORLYO REILLY AUTOMOTIVE INC | $1.1M |
GMGENERAL MOTORS CORP | $1.1M |
ELVELEVANCE HEALTH INC COM | $1.1M |
7HPHP INC COM | $1.1M |
NOCNORTHROP GRUMMAN CORP COM | $1.1M |
MARMARRIOTT INTL INC | $1.1M |
THFFTERRE HAUTE FIRST FINANCIAL | $1.1M |
SCHGSCHWAB US LARGE CAP GROWTH ETF | $1.1M |
KELKELLANOVA COM | $1.1M |
CICIGNA CORP | $1.1M |
TTWOTAKE-TWO INTERACTIVE SOFTWARE COM | $1.1M |
DONSPDR DOW JONES INDUSTRIAL ETF | $1.1M |
SPYDSPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $1.1M |
DFASDIMENSIONAL U.S. SMALL CAP ETF | $1.1M |
FDNFIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD | $1.1M |
IWNISHARES RUSSELL 2000 VALUE | $1.1M |
CLCOLGATE PALMOLIVE CO COM | $1.1M |
DELLDELL TECHNOLOGIES INC CL C | $1.1M |
SLBSCHLUMBERGER LTD COM STK | $1.1M |
VCRVANGUARD CONSUMER DISCRETIONARY | $1.0M |
SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $1.0M |
PHPARKER-HANNIFIN CORP COM | $1.0M |
MCKMCKESSON CORP | $1.0M |
XLFICONSUMER STAPLES SELECT SECTOR SPDR | $1.0M |
DALDELTA AIR LINES INC DEL CMN | $1.0M |
TTDTHE TRADE DESK INC COM CL A | $1.0M |
VCITVANGUARD INTERMEDIATE TERM CORP BOND FD ETF | $1.0M |
PWRQUANTA SERVICES INC | $1.0M |
SHWSHERWIN WILLIAMS CO COM | $1.0M |
EAGGISHARES ESG AWARE US AGGREGATE BOND ETF | $1.0M |
EFGISHARES MSCI EAFE GROWTH INDEX ETF | $1.0M |
ICEINTERCONTINENTAL EXCH INTL | $1.0M |
KHCKRAFT HEINZ CO COM | $1.0M |
INSPINSPIRE MED SYS INC COM | $1.0M |
CEGCONSTELLATION ENERGY CORP COM | $991K |
ADIANALOG DEVICES INC COM | $990K |
CBZCBIZ INC COM | $988K |
8CWCROWN CASTLE INTL CORP | $985K |
COFCAPITAL ONE FINANCIAL CORP | $983K |
OBDCBLUE OWL CAPITAL CORPORATION COM | $983K |
FFORD MOTOR COMPANY | $972K |
BAC 7.25 PERP LBK OF AMERICA CORP 7.25 CNV PFD | $970K |
DFUSDIMENSIONAL U.S. EQUITY MARKET ETF | $968K |
AMTAMERICAN TOWER CORP | $959K |
DFIVDIMENSIONAL INTERNATIONAL VALUE ETF | $958K |
VHTVANGUARD HEALTH CARE ETF | $957K |
AZNASTRAZENECA PLC- SPONS ADR | $956K |
TSCOTRACTOR SUPPLY CO | $950K |
CMGCHIPOTLE MEXICAN GRILL INC | $947K |
ECLECOLAB INC COM | $947K |
FISVFISERV INC | $933K |
XLVHEALTH CARE SELECT SECTOR SPDR | $926K |
FTNTFORTINET INC COM | $916K |
ACSIAMERICAN CUSTOMER SATISFACTION ETF | $910K |
CINFCINCINNATI FINL CORP COM | $909K |
AIGAMERICAN INTL GROUP INC COM NEW | $906K |
ANETARISTA NETWORKS INC COM SHS | $901K |
DDOGDATADOG INC CL A COM | $899K |
REGNREGENERON PHARMACEUTICALS INC | $891K |
DGROISHARES CORE DIVIDEND GROWTH ETF | $887K |
GILDGILEAD SCIENCES INC | $885K |
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF | $883K |
APDAIR PRODS & CHEMS INC COM | $881K |
INBKFIRST INTERNET BANCORP | $874K |
CLMTCALUMET SPCLTY PRDCTS PRTNRS | $873K |
RRYDER SYS INC COM | $872K |
PGRPROGRESSIVE CORP COM | $871K |
RCLROYAL CARRIBBEAN CRUISES LTD | $859K |