Valeo Financial Advisors, LLC Q1 2023 Filing

Filed April 17, 2023

Portfolio Value

$2.1B

Holdings

616

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (616 positions)

StockValue
XLUUTILITIES SELECT SECTOR SPDR
$351K
CMECHICAGO MERCANTILE HLDGS INC
$348K
ATVIEURACTIVISION INC
$347K
VBKVANGUARD SMALL-CAP GROWTH ETF
$346K
ELESTEE LAUDER COMPANIES INC
$345K
ETRENTERGY CORP NEW COM
$345K
VOTEENGINE NO. 1 TRANSFORM 500 ETF
$344K
ESGEISHARES ESG AWARE MSCI EM ETF
$344K
IYWISHARES DJ US TECHNOLOGY
$342K
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
$342K
TDCTERADATA CORP
$341K
IWPISHARES RUSSELL MIDCAP GROWTH ETF
$338K
PRFPOWERSHARES FTSE RAFI US 1000
$337K
SOFISOFI TECHNOLOGIES INC COM
$335K
SGOLETFS GOLD TRUST ETF
$334K
MDYS & P MID CAP 400 DEP RCPTS MID CAP
$334K
PHPARKER-HANNIFIN CORP COM
$332K
HBC2HSBC HOLDINGS PLC SPONS ADR
$330K
SCZISHARES MSCI EAFE SMALL CAP ETF
$329K
IDV*ISHARES INTERNATIONAL SELECT DIVIDEND ETF
$327K
PAYXPAYCHEX INC
$327K
BIIBBIOGEN IDEC INC
$324K
AVBAVALONBAY CMNTYS INC COM
$322K
CIMCHIMERA INVT CORP COM NEW
$322K
SCHESCHWAB EMERGING MARKET EQ ETF
$322K
AQLTISHARES U.S. HEALTHCARE PROVIDERS ETF
$321K
UBSIUNITED BANKSHARES INC W. VA
$318K
BALLBALL CORP COM
$318K
CHTRCHARTER COMMUNICATIONS INC NEW CL A
$318K
SNYSANOFI SA
$317K
FTVFORTIVE CORP COM
$316K
VMWEURVMWARE INC CL A CLASS A
$315K
VHTVANGUARD HEALTH CARE ETF
$315K
CRWDCROWDSTRIKE HLDGS INC CL A
$313K
ALKALASKA AIR GROUP INC COM
$312K
PCARPACCAR INC COM
$311K
DHID R HORTON INC
$310K
SRESEMPRA ENERGY
$309K
ADMARCHER DANIELS MIDLAND CO COM
$309K
TMTOYOTA MOTOR CORP ADS
$307K
KKRKKR & CO LP
$304K
MSCIMSCI INC COM
$304K
SAPSAP AKTIENGESELLSCHAFT ADR
$303K
FSKFS KKR CAP CORP COM
$302K
ARCCARES CAPITAL CORP COM
$299K
BIVVANGUARD INTERMEDIATE-TERM BOND
$299K
DFAEDIMENSIONAL EMERGING CORE EQUITY MARKET ETF
$298K
EWUISHARES MSCI UNITED KINGDOM ETF
$297K
WEPMAGELLAN MIDSTREAM PARTNERS LP
$296K
IVLUISHARES MSCI INTL VALUE FACTOR ETF
$295K
RYLDGLOBAL X RUSSELL 2000 COVERED CALL ETF
$293K
HCAHCA HEALTHCARE INC COM
$292K
MRO*MARATHON OIL CORP COM
$290K
GKOSGLAUKOS CORP COM
$289K
VTWOVANGUARD RUSSELL 2000 ETF
$286K
ULTAULTA SALON COSMETICS & FRAGRANCE INC COM
$285K
ATECALPHATEC HLDGS INC COM NEW
$283K
CHRCHURCHILL DOWNS INC COM
$280K
BNDVANGUARD TOTAL BOND MARKET ETF
$279K
APTVAPTIV PLC SHS
$277K
EMNEASTMAN CHEMICAL CO
$277K
VDCVANGUARD CONSUMER STAPLES ETF
$277K
EBAEBAY INC
$276K
DOCUSDPHYSICIANS RLTY TR COM
$276K
IBBISHARES NASDAQ BIOTECHNOLOGY
$276K
UIUBIQUITI INC COM
$273K
FASTFASTENAL CO
$272K
CDNSCADENCE DESIGN SYSTEM INC COM
$272K
CP.TOCANADIAN PAC RAILWAYLTD
$272K
WMSADVANCED DRAIN SYS INC DEL COM
$272K
ACWXISHARES MSCI ACWI EX US
$272K
YETIYETI HLDGS INC COM
$267K
USDPROSHARES ULTRA SEMICONDUCTORS
$267K
HEIHEICO CORP NEW COM
$264K
BMOBANK OF MONTREAL
$264K
LVLNSPDR S&P REGIONAL BANKING ETF
$263K
NIONIO INC SPON ADS
$262K
BCEBCE INC COM NEW
$262K
MRVLMARVELL TECHNOLOGY GROUP LTD
$262K
PEOEXELON CORP COM
$261K
HALHALLIBURTON CO COM
$261K
UBSUBS AG NEW F
$261K
VTNRUSDVERTEX ENERGY INC COM
$260K
WSMWILLIAMS SONOMA INC COM
$260K
FSLRFIRST SOLAR INC
$258K
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF
$257K
IGVISHARES S&P NORTH AMER TECH-SOFTWARE
$257K
NGGNATIONAL GRID TRANSCO PLC
$256K
VSGXVANGUARD ESG INTERNATIONAL STOCK ETF
$256K
LOVELOVESAC COMPANY COM
$255K
CNCCENTENE CORP DEL
$254K
SBACSBA COMMUNICATIONS CP
$254K
MGMMGM RESORTS INTERNATIONAL
$254K
SCHBSCHWAB U.S. BROAD MARKET ETF
$249K
ZBRAZEBRA TECHNOLOGIES CORPORATION CL A
$249K
IJTISHARES S&P SMALLCAP 600 GROWTH ETF
$248K
SLYVSPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETF
$246K
KLACKLA-TENCOR CORP
$246K
PACWUSDPACWEST BANCORP DEL COM
$243K
VIOOVANGUARD S&P SMALL-CAP 600 ETF
$243K
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