Valeo Financial Advisors, LLC Q4 2025 Filing

Filed February 4, 2026

Portfolio Value

$4.5B

Holdings

792

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (792 positions)

StockValue
TTWOTAKE-TWO INTERACTIVE SOFTWARE COM
$1.5M
VRTVERTIV HOLDINGS CO COM CL A
$1.4M
CLSCELESTICA INC COM
$1.4M
CSXCSX CORP
$1.4M
VOXVANGUARD COMMUNICATION SERVICES ETF
$1.4M
MPCMARATHON PETE CORP
$1.4M
DFIVDIMENSIONAL INTERNATIONAL VALUE ETF
$1.4M
AMTAMERICAN TOWER CORP
$1.4M
XLIINDUSTRIAL SELECT SECTOR SPDR
$1.4M
VCRMVANGUARD CORE TAX-EXEMPT BOND ETF
$1.4M
PNCPNC FINL SVCS GROUP INC COM
$1.4M
SOXXISHARES SEMICONDUCTOR ETF
$1.4M
VTEIVANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF
$1.4M
ELVELEVANCE HEALTH INC FORMERLY A COM
$1.4M
USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
$1.4M
IWOISHARES RUSSELL 2000 GROWTH INDEX
$1.4M
FCXFREEPORT MCMORAN COPPER
$1.3M
THFFTERRE HAUTE FIRST FINANCIAL
$1.3M
YUMYUM! BRANDS INC
$1.3M
DFUVDIMENSIONAL US MARKETWIDE VALUE ETF
$1.3M
ADBEADOBE SYS INC
$1.3M
GABCGERMAN AMERICAN BANCORP
$1.3M
SCHVSCHWAB US LARGE CAP VALUE ETF
$1.3M
DFUSDIMENSIONAL U.S. EQUITY MARKET ETF
$1.3M
ETRENTERGY CORP NEW COM
$1.3M
FTNTFORTINET INC COM
$1.3M
GPCGENUINE PARTS CO COM
$1.3M
CLOXELDRIDGE AAA CLO ETF
$1.3M
CEF/UCENTRAL FUND OF CANADA LTD
$1.3M
RRYDER SYS INC COM
$1.3M
VLOVALERO ENERGY CORP
$1.2M
GMGENERAL MOTORS CORP
$1.2M
8CWCROWN CASTLE INTL CORP
$1.2M
6RJ0ROCKET LAB CORP COM
$1.2M
VDEVANGUARD ENERGY
$1.2M
DONSPDR DOW JONES INDUSTRIAL ETF
$1.2M
LHLABORATORY CORP OF AMERICA
$1.2M
RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF
$1.2M
SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
$1.2M
EAGGISHARES ESG AWARE US AGGREGATE BOND ETF
$1.2M
VHTVANGUARD HEALTH CARE ETF
$1.2M
ICEINTERCONTINENTAL EXCH INTL
$1.2M
TMUST-MOBILE US INC COM
$1.2M
FDNFIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD
$1.2M
TXNTEXAS INSTRS INC COM
$1.2M
RCLROYAL CARRIBBEAN CRUISES LTD
$1.1M
AIGAMERICAN INTL GROUP INC COM NEW
$1.1M
DGROISHARES CORE DIVIDEND GROWTH ETF
$1.1M
CMECHICAGO MERCANTILE HLDGS INC
$1.1M
STLDSTEEL DYNAMICS INC
$1.1M
IWNISHARES RUSSELL 2000 VALUE
$1.1M
VCRVANGUARD CONSUMER DISCRETIONARY
$1.1M
XLFICONSUMER STAPLES SELECT SECTOR SPDR
$1.1M
ECLECOLAB INC COM
$1.1M
SPYDSTATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
$1.1M
IVOOVANGUARD S&P MID-CAP 400 ETF
$1.1M
NVONOVO-NORDISK A/S ADR ADR CMN
$1.1M
VEUVANGUARD FTSE ALL-WORLD EX-US
$1.1M
ACNACCENTURE PLC CLASS A
$1.1M
NEMNEWMONT CORP COM
$1.1M
TELTE CONNECTIVITY LTD
$1.1M
CITCINTAS CORP
$1.1M
CICIGNA CORP
$1.0M
ROKROCKWELL AUTOMATION INC COM
$1.0M
BPBP PLC SPONSORED ADR
$1.0M
VYMVANGUARD HIGH DIVIDEND YIELD
$1.0M
DDOMINION RESOURCES INC
$1.0M
PYPLPAYPAL HLDGS INC COM
$1.0M
JCIJOHNSON CTLS INC
$1.0M
SRLNSTATE STREET BLACKSTONE SENIOR LOAN ETF
$1.0M
DELLDELL TECHNOLOGIES INC CL C
$1.0M
MRSHMARSH & MCLENNAN COS INC COM
$993K
LENLENNAR CORP CL A
$985K
CLCOLGATE PALMOLIVE CO COM
$984K
DFASDIMENSIONAL U.S. SMALL CAP ETF
$983K
CINFCINCINNATI FINL CORP COM
$977K
ZBHZIMMER HLDGS INC
$976K
A4SAMERIPRISE FINANCIAL INC.
$972K
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF
$960K
ANFABERCROMBIE & FITCH CO CL A
$958K
GLWCORNING INC COM
$956K
PGRPROGRESSIVE CORP COM
$942K
VSTVISTRA CORP COM
$937K
DALDELTA AIR LINES INC DEL CMN
$936K
TFCTRUIST FINL CORP COM
$930K
TMTOYOTA MOTOR CORP ADS
$922K
BMTABRITISH AMERICAN TOBACCO
$915K
VISVANGUARD INDUSTRIALS
$915K
VFHVANGUARD FINANCIALS ETF
$913K
BWXTBWX TECHNOLOGIES INC COM
$909K
STZCONSTELLATION BRANDS INC CL A
$908K
NUENUCOR CORP COM
$899K
GKOSGLAUKOS CORP COM
$887K
BKBANK NEW YORK MELLON CORP COM
$886K
PRUPRUDENTIAL FINL INC
$885K
WELLWELLTOWER INC COM
$884K
HBC2HSBC HOLDINGS PLC SPONS ADR
$873K
KKRKKR & CO LP
$872K
SAPSAP AKTIENGESELLSCHAFT ADR
$870K
ULUNILEVER PLC SPON ADR NEW
$869K
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