Valeo Financial Advisors, LLC Q1 2021 Filing

Filed April 12, 2021

Portfolio Value

$2.2T

Holdings

2,020

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (2,020 positions)

StockValue
9 METERS BIOPHARMA INC COM
$232.0M
SYYSYSCO CORP COM
$232.0M
ITWILLINOIS TOOL WKS INC COM
$231.0M
CONSTELLATION BRANDS INC CL B
$230.0M
MCOMOODYS CORP
$229.0M
EXASEXACT SCIENCES CORP
$229.0M
BIVVANGUARD INTERMEDIATE-TERM BOND
$227.0M
MRNAMODERNA INC COM
$226.0M
SPHQINVESCO S&P 500 QUALITY ETF
$224.0M
LYBLYONDELLBASELL
$222.0M
ETRENTERGY CORP NEW COM
$221.0M
AEPAMERICAN ELEC PWR CO INC COM
$221.0M
VDCVANGUARD CONSUMER STAPLES ETF
$220.0M
GNRCGENERAC HLDGS INC COM
$220.0M
TDIVFIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
$218.0M
PRFZPOWERSHARES FTSE RAFI US 1500 S/M PT
$218.0M
PGRPROGRESSIVE CORP COM
$215.0M
VTRSVIATRIS INC COM
$212.0M
TERTERADYNE INC COM
$212.0M
VBKVANGUARD SMALL-CAP GROWTH INDEX FUND
$211.0M
EPRTESSENTIAL PPTYS RLTY TR INC COM
$210.0M
IJSISHARES S&P SMALLCAP 600 VALUE ETF
$206.0M
AAXJISHARES MSCI ASIA EX JAPAN
$206.0M
DGDOLLAR GEN CORP
$206.0M
GPCGENUINE PARTS CO COM
$206.0M
FTVFORTIVE CORP COM
$204.0M
MLMMARTIN MARIETTA MATLS INC
$204.0M
RPGINVESCO S&P 500 PURE GROWTH ETF
$203.0M
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF
$203.0M
KSUEURKANSAS CITY SOUTHERN COM NEW
$202.0M
XRAYDENTSPLY INTL INC (NEW)
$199.0M
VCRVANGUARD CONSUMER DISCRETIONARY
$199.0M
COLONY CAP INC NEW CL A COM
$198.0M
PRUPRUDENTIAL FINL INC
$197.0M
RITMNEW RESIDENTIAL INVESTMENT CORP
$197.0M
NEMNEWMONT CORP COM
$193.0M
RBCAAREPUBLIC BANCORP INC KY CL A
$192.0M
LVLNSPDR S&P REGIONAL BANKING ETF
$191.0M
BF/BBROWN FORMAN CORP CL B
$191.0M
WSMWILLIAMS SONOMA INC COM
$191.0M
ACWXISHARES MSCI ACWI EX US
$191.0M
RYAAYRYANAIR HOLDINGS PLC SPONSORED ADS
$191.0M
SLVISHARES SILVER TRUST ETF
$190.0M
BSXBOSTON SCIENTIFIC CORP
$187.0M
KRKROGER CO COM
$187.0M
BAMBROOKFIELD ASSET MGMT INC COM VOTING
$186.0M
HUBSHUBSPOT INC COM
$186.0M
GGGGRACO INC COM
$186.0M
VENATOR MATLS PLC SHS
$185.0M
WIXWIX COM LTD SHS
$185.0M
NUENUCOR CORP COM
$185.0M
FSLYFASTLY INC CL A
$185.0M
APDAIR PRODS & CHEMS INC COM
$184.0M
TQQQPROSHARES TR ULTRAPRO QQQ
$184.0M
CBRLCRACKER BARREL INC
$183.0M
ARKGARK GENOMIC REVOLUTION ETF
$183.0M
CABOCABLE ONE INC COM
$183.0M
EBAEBAY INC
$181.0M
VBRVANGUARD SMALL CAP VALUE ETF
$180.0M
FNDASCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF
$179.0M
FNDFSCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF
$179.0M
CHURCHILL CAPITAL CORP IV CL A
$177.0M
NVTA1EURINVITAE CORP COM
$177.0M
RIORIO TINTO PLC SPON ADR
$176.0M
ITBISHARES DOW JONES US HOME CONST (ETF)
$176.0M
TECLDIREXION DAILY TECHNOLOGY BULL 3X SHARES
$175.0M
BCCCGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
$175.0M
DONSPDR DOW JONES INDUSTRIAL ETF
$174.0M
LINLINDE PLC SHS
$173.0M
EWWISHARES INC MSCI MEXICO
$172.0M
LOBLIVE OAK BANCSHARES INC COM
$171.0M
HIIHUNTINGTON INGALLS INDS INC COM
$170.0M
REGNREGENERON PHARMACEUTICALS INC
$170.0M
FSKFS KKR CAP CORP COM
$169.0M
VSSVANGUARD FTSE ALL WORLD EX-US ETF
$166.0M
ALCALCON AG ORD SHS
$165.0M
EWUISHARES MSCI UNITED KINGDOM ETF
$165.0M
ACHOWENS & MINOR INC NEW COM
$164.0M
TIPISHARES TIPS BOND ETF
$164.0M
FHLCFIDELITY MSCI HEALTH CARE INDEX ETF
$164.0M
INBKFIRST INTERNET BANCORP
$162.0M
VHTVANGUARD HEALTH CARE ETF
$162.0M
PPLPPL CORP COM
$162.0M
OPENOPENDOOR TECHNOLOGIES INC COM
$161.0M
CRWDCROWDSTRIKE HLDGS INC CL A
$161.0M
BIDUNBAIDU COM ADR
$161.0M
PSIINVESCO DYNAMIC SEMICONDUCTORS ETF
$161.0M
PHYS/USPROTT PHYSICAL GOLD TR UNIT
$159.0M
CFGCITIZENS FINL GROUP INC COM
$158.0M
VVVANGUARD LARGE CAP
$158.0M
PCARPACCAR INC COM
$158.0M
WMSADVANCED DRAIN SYS INC DEL COM
$156.0M
CCLCARNIVAL CORP
$156.0M
KEYKEYCORP COM
$156.0M
UTGREAVES UTIL INCOME FD COM SH BEN INT
$155.0M
APPHARVEST INC COM
$154.0M
SIMOSILICON MOTION TECHNOLOGY CORP SPONSORED ADR
$153.0M
RCLROYAL CARRIBBEAN CRUISES LTD
$153.0M
SCHBSCHWAB U.S. BROAD MARKET ETF
$153.0M
ASMBASSEMBLY BIOSCIENCES INC COM
$153.0M
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