Valeo Financial Advisors, LLC Q1 2024 Filing

Filed April 19, 2024

Portfolio Value

$2.9T

Holdings

657

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (657 positions)

StockValue
FASTFASTENAL CO
$679.1M
VOTVANGUARD MID-CAP GROWTH ETF
$673.7M
FELEFRANKLIN ELEC INC COM
$669.7M
RRYDER SYS INC COM
$668.0M
MARMARRIOTT INTL INC
$664.9M
GBTCGRAYSCALE BITCOIN TRUST
$664.3M
DC4DEXCOM INC COM
$664.1M
FTNTFORTINET INC COM
$664.0M
SNYSANOFI SA
$662.9M
TGTXTG THERAPEUTICS INC COM
$659.3M
EFVISHARES MSCI EAFE VALUE INDEX ETF
$658.9M
DELLDELL TECHNOLOGIES INC CL C
$655.0M
SDYSPDR SER TR S&P DIVID ETF
$653.0M
TTDTHE TRADE DESK INC COM CL A
$652.2M
LPXLOUISIANA PACIFIC
$646.1M
CDNSCADENCE DESIGN SYSTEM INC COM
$645.3M
NVSNNOVARTIS AG ADR
$644.4M
MCOMOODYS CORP
$642.6M
CRSPCRISPR THERAPEUTICS AG NAMEN AKT
$639.3M
GILDGILEAD SCIENCES INC
$637.2M
REGNREGENERON PHARMACEUTICALS INC
$636.2M
VOTETCW TRANSFORM 500 ETF
$633.8M
XCEMCOLUMBIA EM CORE EX-CHINA ETF
$632.7M
BKBANK NEW YORK MELLON CORP COM
$629.5M
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
$627.3M
PRUPRUDENTIAL FINL INC
$627.3M
CTVACORTEVA INC COM
$626.3M
IJTISHARES S&P SMALLCAP 600 GROWTH ETF
$621.6M
MRVLMARVELL TECHNOLOGY GROUP LTD
$619.2M
GSKGSK PLC SPONSORED ADR
$613.0M
CLMTUSDCALUMET SPCLTY PRDCTS PRTNRS
$612.8M
AONAON CORP
$610.7M
QUALISHARES MSCI USA QUALITY FACTOR ETF
$604.0M
TTTRANE TECHNOLOGIES PLC SHS
$601.9M
DHID R HORTON INC
$599.5M
HNIHNI CORP COM
$592.2M
XLVHEALTH CARE SELECT SECTOR SPDR
$591.2M
IYRISHARES US REAL ESTATE ETF
$589.6M
URTHISHARES MSCI WORLD ETF
$589.5M
EXPIEXP WORLD HLDGS INC COM
$588.0M
DFAEDIMENSIONAL EMERGING CORE EQUITY MARKET ETF
$584.0M
SJNKSPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
$579.4M
SONYSONY GROUP CORP SPONSORED ADR
$579.0M
BAC 7.25 PERP LBK OF AMERICA CORP 7.25 CNV PFD
$578.2M
CEF/UCENTRAL FUND OF CANADA LTD
$576.1M
TELTE CONNECTIVITY LTD
$569.8M
LYBLYONDELLBASELL
$569.2M
VVVANGUARD LARGE CAP
$568.7M
IPINTERNATIONAL PAPER CO COM
$567.6M
WFC 7.5 PERP LWELLS FARGO CO NEW PERP PFD CNV A
$564.2M
SWAVUSDSHOCKWAVE MED INC COM
$562.7M
DDDUPONT DE NEMOURS INC COM
$560.0M
KRKROGER CO COM
$555.6M
UTGREAVES UTIL INCOME FD COM SH BEN INT
$553.2M
FELGFIDELITY ENHANCED LARGE CAP GROWTH ETF
$551.2M
OKEONEOK INC NEW COM
$549.6M
SHYISHARES 1-3 YR TREASURY BOND ETF
$543.3M
COINCOINBASE GLOBAL INC COM CL A
$541.5M
KMIKINDER MORGAN INC
$540.5M
MLB1MERCADOLIBRE INC
$538.6M
A4SAMERIPRISE FINANCIAL INC.
$538.0M
KLACKLA-TENCOR CORP
$534.8M
IQVIQVIA HLDGS INC COM
$534.6M
IDV*ISHARES INTERNATIONAL SELECT DIVIDEND ETF
$534.5M
IGVISHARES S&P NORTH AMER TECH-SOFTWARE
$533.8M
CLOXPANAGRAM AAA CLO ETF
$528.0M
ROKROCKWELL AUTOMATION INC COM
$525.3M
KNSLKINSALE CAP GROUP INC COM
$525.3M
VLOVALERO ENERGY CORP
$523.9M
HUBSHUBSPOT INC COM
$523.8M
STLDSTEEL DYNAMICS INC
$523.0M
RSGREPUBLIC SERVICES INC
$521.0M
HYSPIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD
$520.7M
SLVISHARES SILVER TRUST ETF
$520.5M
RIORIO TINTO PLC SPON ADR
$515.8M
FITBFIFTH THIRD BANCORP
$515.6M
CLXCLOROX CO DEL COM
$515.3M
DGROISHARES CORE DIVIDEND GROWTH ETF
$512.8M
ANETEURARISTA NETWORKS INC COM
$511.2M
DFAIDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
$509.9M
8CWCROWN CASTLE INTL CORP
$509.8M
CAGCONAGRA BRANDS INC COM
$509.5M
EOGEOG RESOURCES INC
$505.7M
IUSVISHARES CORE S&P US VALUE ETF
$504.7M
ARCCARES CAPITAL CORP COM
$499.9M
BDXBECTON DICKINSON & CO COM
$499.6M
AG8AGILENT TECH INC
$498.5M
URIUNITED RENTALS INC COM
$497.6M
SNCYSUN CTRY AIRLS HLDGS INC COM
$495.2M
OREALTY INCOME CORP
$493.6M
SCHASCHWAB ETFS- US SMALL-CAP ETF
$491.7M
BHPBHP GROUP LTD SPONSORED ADS
$490.7M
CPACOPA HOLDINGS SA CL A
$488.0M
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
$483.9M
LHXL3HARRIS TECHNOLOGIES INC COM
$483.3M
ESSESSEX PPTY TR REIT
$479.6M
RCLROYAL CARRIBBEAN CRUISES LTD
$479.4M
OTISOTIS WORLDWIDE CORP COM
$478.2M
RFREGIONS FINANCIAL CORP NEW
$477.8M
SAPSAP AKTIENGESELLSCHAFT ADR
$476.6M
PreviousPage 4 of 7Next