Valeo Financial Advisors, LLC Q1 2022 Filing

Filed April 28, 2022

Portfolio Value

$2.0B

Holdings

585

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (585 positions)

StockValue
SMTCSEMTECH CORP COM
$555K
VCITVANGUARD INTERMEDIATE TERM CORP BOND FD ETF
$547K
CEF/UCENTRAL FUND OF CANADA LTD
$543K
PLTRPALANTIR TECHNOLOGIES INC CL A
$541K
TWTRUSDTWITTER INC COM
$539K
SDYSPDR SER TR S&P DIVID ETF
$536K
IJTISHARES S&P SMALLCAP 600 GROWTH ETF
$536K
SOFISOFI TECHNOLOGIES INC COM
$535K
MUMICRON TECHNOLOGY
$533K
HYSPIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD
$532K
TIPISHARES TIPS BOND ETF
$527K
IAU*ISHARES GOLD TRUST ETF
$524K
WYNNWYNN RESORTS LTD
$523K
LENLENNAR CORP CL A
$521K
CTVACORTEVA INC COM
$520K
LPXLOUISIANA PACIFIC
$513K
BDXBECTON DICKINSON & CO COM
$510K
SGOLETFS GOLD TRUST ETF
$506K
APPNAPPIAN CORP CL A
$499K
USDPROSHARES ULTRA SEMICONDUCTORS
$495K
SONYSONY GROUP CORPORATION SPONSORED ADR
$493K
ANFABERCROMBIE & FITCH CO CL A
$485K
XLREREAL ESTATE SELECT SECTOR SPDR FUND
$480K
TQQQPROSHARES TR ULTRAPRO QQQ
$479K
QUALISHARES MSCI USA QUALITY FACTOR ETF
$475K
NXPINXP SEMICONDUCTORS NV COM
$475K
SLVISHARES SILVER TRUST ETF
$472K
BILLBILL COM HLDGS INC COM
$472K
IWSISHARES RUSSELL MIDCAP VALUE INDEX
$472K
DDDUPONT DE NEMOURS INC COM
$471K
SCHBSCHWAB U.S. BROAD MARKET ETF
$471K
CAGCONAGRA BRANDS INC COM
$469K
GILDGILEAD SCIENCES INC
$467K
ETNEATON CORP PLC SHS
$463K
CBCHUBB LIMITED COM
$460K
RRYDER SYS INC COM
$459K
PAVMED INC COM
$456K
MRSHMARSH & MCLENNAN COS INC COM
$452K
MRVLMARVELL TECHNOLOGY GROUP LTD
$451K
BCRXBIOCRYST PHARMACEUTICALS INC COM
$447K
GLWCORNING INC COM
$447K
WPCWP CAREY INC COM
$446K
FMBHFIRST MID ILL BANCSHARES INC COM
$446K
ROKROCKWELL AUTOMATION INC COM
$446K
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF
$445K
USMVISHARES MSCI USA MIN VOL FACTOR ETF
$444K
CHTRCHARTER COMMUNICATIONS INC NEW CL A
$439K
BALLBALL CORP COM
$434K
TWLOTWILIO INC CL A
$432K
HUMHUMANA INC COM
$431K
ASMLASML HOLDING N V N Y REGISTRY SHS
$431K
PGXPOWERSHARES GLOBAL PREFERRED ETF
$426K
STLDSTEEL DYNAMICS INC
$425K
LNCLINCOLN NATL CORP IND COM
$423K
MCHPMICROCHIP TECHNOLOGY INC
$422K
AWNADVANCE AUTO PARTS INC
$419K
TDCTERADATA CORP
$417K
IBBISHARES NASDAQ BIOTECHNOLOGY
$415K
DOCUSDPHYSICIANS RLTY TR COM
$413K
CMECHICAGO MERCANTILE HLDGS INC
$412K
MLMMARTIN MARIETTA MATLS INC
$411K
AQLTISHARES U.S. HEALTHCARE PROVIDERS ETF
$410K
NOCNORTHROP GRUMMAN CORP COM
$409K
CPACOPA HOLDINGS SA CL A
$402K
SCHESCHWAB EMERGING MARKET EQ ETF
$399K
ALKALASKA AIR GROUP INC COM
$398K
ISRGINTUITIVE SURGICAL, INC.
$396K
MGNIMAGNITE INC COM
$393K
CFGCITIZENS FINL GROUP INC COM
$393K
SYYSYSCO CORP COM
$390K
IDXXIDEXX LABS INC
$388K
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF
$388K
BIVVANGUARD INTERMEDIATE-TERM BOND
$384K
AMTAMERICAN TOWER CORP
$384K
ACWXISHARES MSCI ACWI EX US
$379K
KEYKEYCORP COM
$378K
KMIKINDER MORGAN INC
$378K
A4SAMERIPRISE FINANCIAL INC.
$376K
ORLYO REILLY AUTOMOTIVE INC
$375K
LYBLYONDELLBASELL
$374K
DOCNDIGITALOCEAN HLDGS INC COM
$374K
ARKKARK INNOVATION ETF
$374K
ESGVVANGUARD ESG U.S. STOCK ETF
$373K
DVNDEVON ENERGY CORP
$372K
PLDPROLOGIS SHARE BENEFICIAL INT
$371K
FSKFS KKR CAP CORP COM
$371K
DELLDELL TECHNOLOGIES INC CL C
$369K
INTUINTUIT INC
$367K
METMETLIFE INC COM
$365K
VYXNCR CORP
$361K
MGMMGM RESORTS INTERNATIONAL
$359K
BCEBCE INC COM NEW
$358K
ALBALBEMARLE CORP
$358K
BMTABRITISH AMERICAN TOBACCO
$358K
MRNAMODERNA INC COM
$355K
CARRCARRIER GLOBAL CORPORATION COM
$354K
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
$353K
LMNDLEMONADE INC COM
$352K
GBXAGOLDMAN SACHS BLOOMBERG CLEAN ENERGY EQUITY ETF
$349K
CRWDCROWDSTRIKE HLDGS INC CL A
$346K
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