Valeo Financial Advisors, LLC Q1 2020 Filing

Filed April 13, 2020

Portfolio Value

$940.5B

Holdings

1,836

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (1,836 positions)

#StockSharesValue% PortfolioType
301
PHYS/USPROTT PHYSICAL GOLD TRUST UNIT
14,442$196.0M0.02%
302
ETRENTERGY CORP NEW COM
1,865$192.0M0.02%
303
MCOMOODYS CORP
793$191.0M0.02%
304
ETNEATON CORP PLC SHS
2,354$190.0M0.02%
305
PTONPELOTON INTERACTIVE INC CL A COM
6,671$189.0M0.02%Call
306
LHXL3HARRIS TECHNOLOGIES INC COM
986$186.0M0.02%
307
UNUSDUNILEVER N V N Y SHS NEW
3,719$185.0M0.02%
308
FCBCFIRST CMNTY BANKSHARES INC VA COM
7,297$182.0M0.02%
309
EMREMERSON ELEC CO COM
3,524$182.0M0.02%
310
IHIISHARES U.S. MEDICAL DEVICES ETF
740$182.0M0.02%
311
GPNGLOBAL PAYMENTS INC
1,204$180.0M0.02%
312
ROKUROKU INC COM CL A
1,939$179.0M0.02%Call
313
LINLINDE PLC SHS
939$178.0M0.02%
314
PRFPOWERSHARES FTSE RAFI US 1000
1,788$178.0M0.02%
315
SCZISHARES MSCI EAFE SMALL CAP ETF
3,686$174.0M0.02%
316
ICPTUSDINTERCEPT PHARMA INC
2,475$171.0M0.02%
317
VRTXVERTEX PHARMACEUTICALS IN
688$170.0M0.02%
318
WENWENDYS CO COM
10,170$170.0M0.02%
319
CABOCABLE ONE INC COM
100$170.0M0.02%
320
MCHPMICROCHIP TECHNOLOGY INC
2,146$169.0M0.02%
321
TROWT ROWE PRICE GROUP INC
1,615$169.0M0.02%
322
XOPSPDR SERIES TRUST S&P OIL GAS EXPL & PRODTN ETF
4,045$168.0M0.02%Call
323
DDDUPONT DE NEMOURS INC COM
4,124$167.0M0.02%
324
CONSTELLATION BRANDS INC CL B
1,000$167.0M0.02%
325
DWDMORGAN STANLEY
4,068$166.0M0.02%
326
ITWILLINOIS TOOL WKS INC COM
1,041$166.0M0.02%
327
7HPHP INC COM
10,195$163.0M0.02%
328
ACWXISHARES MSCI ACWI EX US
4,196$162.0M0.02%
329
COFCAPITAL ONE FINANCIAL CORP
2,706$162.0M0.02%
330
GKOSGLAUKOS CORP COM
4,659$157.0M0.02%
331
UIUBIQUITI INC COM
1,000$157.0M0.02%
332
AMATAPPLIED MATLS INC COM
3,132$156.0M0.02%
333
VCYTVERACYTE INC COM
1,055$155.0M0.02%
334
FITBFIFTH THIRD BANCORP
8,633$154.0M0.02%
335
PPLPPL CORP COM
5,776$154.0M0.02%
336
EDCONSOLIDATED EDISON INC COM
1,751$154.0M0.02%
337
XLBMATERIALS SELECT SECTOR SPDR
3,024$152.0M0.02%
338
CMECHICAGO MERCANTILE HLDGS INC
806$151.0M0.02%
339
SONYSONY CORP SPONSORED ADR
2,459$151.0M0.02%
340
VHTVANGUARD HEALTH CARE ETF
850$150.0M0.02%
341
FLRNSPDR BLOOMBERG BARCLAYS INVESTMENT GRADE FLOATING RATE ETF
5,012$149.0M0.02%
342
ULUNILEVER PLC SPON ADR NEW
2,853$148.0M0.02%
343
WASHINGTON PRIME GROUP INC
147,800$148.0M0.02%
344
IDXXIDEXX LABS INC
574$148.0M0.02%
345
PANWPALO ALTO NETWORKS INC COM
827$147.0M0.02%
346
WQTMWISDOMTREE FLOATING RATE TREASURY FUND
5,808$146.0M0.02%
347
SYYSYSCO CORP COM
2,979$146.0M0.02%
348
EZMWISDOMTREE U.S. MIDCAP FUND
4,891$144.0M0.02%
349
DIAXNUVEEN DOW 30 DYNAMIC OVERWRIT SHS
10,800$144.0M0.02%
350
PEOEXELON CORP COM
3,636$141.0M0.01%
351
FBNDFIDELITY TOTAL BOND ETF
2,662$141.0M0.01%
352
VIOOVANGUARD S&P SMALL-CAP 600 ETF
1,230$137.0M0.01%
353
BSJM1EURINVESCO BULLETSHARES 2022 HIGH YIELD CORPORATE BOND ETF
6,045$137.0M0.01%
354
LQDISHARES IBOXX CORPORATE BOND ETF
6,292$137.0M0.01%
355
KSUEURKANSAS CITY SOUTHERN COM NEW
992$136.0M0.01%
356
AWMSKYWORKS SOLUTIONS INC COM
1,508$136.0M0.01%
357
TWLOTWILIO INC CL A
1,410$134.0M0.01%
358
VFCV F CORP COM
2,265$133.0M0.01%
359
EIMEATON VANCE INSD MUN BD FD
10,687$133.0M0.01%
360
IYKISHARES DOW JONES US CONSUMER GOODS
1,153$133.0M0.01%
361
FNCLFIDELITY MSCI FINANCIALS INDEX ETF
4,005$132.0M0.01%
362
PLDPROLOGIS SHARE BENEFICIAL INT
1,440$132.0M0.01%
363
EWUISHARES MSCI UNITED KINGDOM ETF
5,260$131.0M0.01%
364
AMDADVANCED MICRO DEVICES INC COM
2,696$131.0M0.01%
365
SPHQINVESCO S&P 500 QUALITY ETF
4,033$130.0M0.01%
366
AMLPUSDALPS TRUST ETF ALERIAN MLP
33,688$130.0M0.01%
367
SPGIS&P GLOBAL INC COM
488$129.0M0.01%
368
CLXCLOROX CO DEL COM
693$128.0M0.01%
369
FHLCFIDELITY MSCI HEALTH CARE INDEX ETF
2,760$127.0M0.01%
370
IYGISHARES TR DOW JONES U S FINL SVCS
1,091$126.0M0.01%
371
VMWEURVMWARE INC CL A CLASS A
955$125.0M0.01%
372
GGGGRACO INC COM
2,591$124.0M0.01%
373
INBKFIRST INTERNET BANCORP
6,638$122.0M0.01%
374
SUBISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD
1,150$122.0M0.01%
375
SOCLGLOBAL X FDS GLOBAL X SOCIAL MEDIA INDEX ETF
3,929$121.0M0.01%
376
VBKVANGUARD SMALL-CAP GROWTH INDEX FUND
747$121.0M0.01%
377
SCHBSCHWAB U.S. BROAD MARKET ETF
1,833$120.0M0.01%
378
VCITVANGUARD INTERMEDIATE TERM CORP BOND FD ETF
1,323$120.0M0.01%
379
PDCOEURPATTERSON DENTAL CO
8,051$120.0M0.01%
380
SGENEURSEATTLE GENETICS INC
1,000$120.0M0.01%
381
TNADIREXION DAILY SMALL CAP BULL 3X SHARES
6,000$120.0M0.01%
382
WRKUSDWESTROCK CO COM
3,741$120.0M0.01%
383
PFFISHARES S&P U.S. PREFERRED STOCK ETF
3,509$119.0M0.01%
384
DLTRDOLLAR TREE STORES INC
1,510$118.0M0.01%
385
EAELECTRONICS ARTS
1,099$117.0M0.01%
386
NXPINXP SEMICONDUCTORS NV COM
1,301$117.0M0.01%
387
MSCIMSCI INC COM
389$116.0M0.01%
388
FNDFSCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF
5,310$116.0M0.01%
389
AZNASTRAZENECA PLC- SPONS ADR
2,599$116.0M0.01%
390
SCHWCHARLES SCHWAB CORP
3,144$115.0M0.01%
391
ALXNALEXION PHARMA INC
1,170$114.0M0.01%
392
CTLEURCENTURYLINK INC COM
10,676$114.0M0.01%
393
CTVACORTEVA INC COM
4,138$113.0M0.01%
394
EWEDWARDS LIFESCIENCES CORP COM
528$113.0M0.01%
395
NINISOURCE INC COM
4,224$112.0M0.01%
396
IXNISHARES GLOBAL TECH ETF
578$112.0M0.01%
397
SSNCSS&C TECHNOLOGIES HLDGS INC COM
2,233$110.0M0.01%
398
ALCALCON AG ORD SHS
2,070$110.0M0.01%
399
LVLNSPDR S&P REGIONAL BANKING ETF
2,953$110.0M0.01%
400
NTRSNORTHERN TR CORP COM
1,308$110.0M0.01%
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