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 |
|---|---|
IAU*ISHARES GOLD TRUST ETF | $857K |
VVVANGUARD LARGE CAP | $854K |
MUMICRON TECHNOLOGY | $847K |
HBANHUNTINGTON BANCSHARES INC COM | $843K |
MCOMOODYS CORP | $839K |
FCXFREEPORT MCMORAN COPPER | $831K |
DDOMINION RESOURCES INC | $830K |
METMETLIFE INC COM | $823K |
VOTVANGUARD MID-CAP GROWTH ETF | $820K |
ALSALLSTATE CORP | $818K |
CARRCARRIER GLOBAL CORPORATION COM | $813K |
ULUNILEVER PLC SPON ADR NEW | $807K |
VSTVISTRA CORP COM | $807K |
IPINTERNATIONAL PAPER CO COM | $799K |
ITWILLINOIS TOOL WKS INC COM | $798K |
LPXLOUISIANA PACIFIC | $797K |
BMTABRITISH AMERICAN TOBACCO | $795K |
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND | $795K |
TFCTRUIST FINL CORP COM | $793K |
DEODIAGEO PLC | $777K |
AONAON CORP | $776K |
ESGDISHARES ESG AWARE MSCI EAFE ETF | $771K |
VCRMVANGUARD MUN BD FDS CORE TAX EXEMPT | $765K |
WFC 7.5 PERP LWELLS FARGO CO NEW PERP PFD CNV A | $755K |
KKRKKR & CO LP | $750K |
SMCISUPER MICRO COMPUTER INC COM NEW | $745K |
TTTRANE TECHNOLOGIES PLC SHS | $745K |
FASTFASTENAL CO | $744K |
DC4DEXCOM INC COM | $743K |
KMIKINDER MORGAN INC | $740K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $726K |
VOTETCW TRANSFORM 500 ETF | $705K |
WCNWASTE CONNECTIONS INC | $705K |
IGVISHARES S&P NORTH AMER TECH-SOFTWARE | $699K |
BKBANK NEW YORK MELLON CORP COM | $695K |
OKEONEOK INC NEW COM | $693K |
KEYKEYCORP COM | $693K |
QUALISHARES MSCI USA QUALITY FACTOR ETF | $685K |
SWSMURFIT WESTROCK PLC SHS | $683K |
FELEFRANKLIN ELEC INC COM | $681K |
SLVISHARES SILVER TRUST ETF | $681K |
VOXVANGUARD COMMUNICATION SERVICES ETF | $674K |
NMFCNEW MOUNTAIN FIN CORP | $674K |
CEF/UCENTRAL FUND OF CANADA LTD | $673K |
IJTISHARES S&P SMALLCAP 600 GROWTH ETF | $673K |
PCARPACCAR INC COM | $673K |
SAPSAP AKTIENGESELLSCHAFT ADR | $671K |
NVSNNOVARTIS AG ADR | $658K |
COINCOINBASE GLOBAL INC COM CL A | $658K |
ARCCARES CAPITAL CORP COM | $657K |
KLACKLA-TENCOR CORP | $656K |
FELGFIDELITY ENHANCED LARGE CAP GROWTH ETF | $652K |
CDNSCADENCE DESIGN SYSTEM INC COM | $648K |
EXPIEXP WORLD HLDGS INC COM | $648K |
AXONAXON ENTERPRISE INC COM | $644K |
TMTOYOTA MOTOR CORP ADS | $644K |
HUMHUMANA INC COM | $642K |
ESMLISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $636K |
URTHISHARES MSCI WORLD ETF | $633K |
SHYISHARES 1-3 YR TREASURY BOND ETF | $632K |
IYWISHARES DJ US TECHNOLOGY | $622K |
PRUPRUDENTIAL FINL INC | $622K |
FQIDIGITAL REALTY TRUST INC | $619K |
SONYSONY GROUP CORP SPONSORED ADR | $617K |
OXYOCCIDENTAL PETE CORP COM | $617K |
GPNGLOBAL PAYMENTS INC | $613K |
CLXCLOROX CO DEL COM | $603K |
A4SAMERIPRISE FINANCIAL INC. | $602K |
STLDSTEEL DYNAMICS INC | $601K |
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $599K |
APHAMPHENOL CORP CL A | $598K |
UALUNITED CONTL HLDGS INC | $596K |
BABAALIBABA GROUP HLDG LTD SPONSORED ADS | $595K |
FITBFIFTH THIRD BANCORP | $594K |
SRCE1ST SOURCE CORP COM | $591K |
TPLTEXAS PACIFIC LAND CORPORATION COM | $586K |
SCHASCHWAB ETFS- US SMALL-CAP ETF | $585K |
DFAEDIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $583K |
KRKROGER CO COM | $581K |
SJNKSPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $580K |
EPIWISDOMTREE TR INDIA EARNINGS FD | $579K |
PDIPIMCO DYNAMIC INCOME FD SHS | $578K |
IYRISHARES US REAL ESTATE ETF | $572K |
ESSESSEX PPTY TR REIT | $562K |
SDYSPDR SER TR S&P DIVID ETF | $562K |
HLALWAHED FTSE USA SHARIAH ETF | $561K |
CTVACORTEVA INC COM | $561K |
JCIJOHNSON CTLS INC | $556K |
EFVISHARES MSCI EAFE VALUE INDEX ETF | $554K |
EOGEOG RESOURCES INC | $551K |
PAYXPAYCHEX INC | $551K |
ON1OLD NATL BANCORP IND | $551K |
FNDCSCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $545K |
MCHPMICROCHIP TECHNOLOGY INC | $544K |
FELCFIDELITY ENHANCED LARGE CAP CORE ETF | $540K |
AESAES CORP | $538K |
TELTE CONNECTIVITY LTD | $533K |
DHID R HORTON INC | $531K |
VIOOVANGUARD S&P SMALL-CAP 600 ETF | $529K |
HNIHNI CORP COM | $520K |