Valeo Financial Advisors, LLC Q1 2025 Filing

Filed April 30, 2025

Portfolio Value

$3.6B

Holdings

676

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (676 positions)

StockValue
KKRKKR & CO LP
$818K
FASTFASTENAL CO
$814K
MUMICRON TECHNOLOGY
$808K
CEF/UCENTRAL FUND OF CANADA LTD
$804K
IPINTERNATIONAL PAPER CO COM
$803K
RRYDER SYS INC COM
$800K
DONSPDR DOW JONES INDUSTRIAL ETF
$800K
NXPINXP SEMICONDUCTORS NV COM
$799K
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF
$796K
EQTEQT CORP COM
$784K
HBANHUNTINGTON BANCSHARES INC COM
$781K
WCNWASTE CONNECTIONS INC
$779K
RCLROYAL CARRIBBEAN CRUISES LTD
$777K
ITWILLINOIS TOOL WKS INC COM
$772K
KHCKRAFT HEINZ CO COM
$771K
CARRCARRIER GLOBAL CORPORATION COM
$771K
GKOSGLAUKOS CORP COM
$769K
REGNREGENERON PHARMACEUTICALS INC
$753K
COINCOINBASE GLOBAL INC COM CL A
$751K
TFCTRUIST FINL CORP COM
$748K
VSTVISTRA CORP COM
$745K
LNGCHENIERE ENERGY INC COM NEW
$743K
SLVISHARES SILVER TRUST ETF
$732K
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
$725K
NINISOURCE INC COM
$725K
MLB1MERCADOLIBRE INC
$723K
ANFABERCROMBIE & FITCH CO CL A
$718K
LPXLOUISIANA PACIFIC
$714K
STLDSTEEL DYNAMICS INC
$711K
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND
$711K
TPLTEXAS PACIFIC LAND CORPORATION COM
$705K
OKEONEOK INC NEW COM
$703K
PDIPIMCO DYNAMIC INCOME FD SHS
$703K
VOTVANGUARD MID-CAP GROWTH ETF
$703K
SONYSONY GROUP CORP SPONSORED ADR
$698K
TTTRANE TECHNOLOGIES PLC SHS
$673K
SHYISHARES 1-3 YR TREASURY BOND ETF
$671K
ARCCARES CAPITAL CORP COM
$665K
FELEFRANKLIN ELEC INC COM
$663K
NMFCNEW MOUNTAIN FIN CORP
$660K
INBKFIRST INTERNET BANCORP
$651K
VOXVANGUARD COMMUNICATION SERVICES ETF
$650K
TMTOYOTA MOTOR CORP ADS
$642K
PCARPACCAR INC COM
$638K
VOTETCW TRANSFORM 500 ETF
$638K
TTENTOTAL SA ADR
$638K
GBTCGRAYSCALE BITCOIN TRUST ETF
$637K
VCITVANGUARD INTERMEDIATE TERM CORP BOND FD ETF
$633K
DFAEDIMENSIONAL EMERGING CORE EQUITY MARKET ETF
$632K
TELTE CONNECTIVITY LTD
$628K
OXYOCCIDENTAL PETE CORP COM
$625K
URTHISHARES MSCI WORLD ETF
$623K
IJTISHARES S&P SMALLCAP 600 GROWTH ETF
$622K
ESMLISHARES ESG AWARE MSCI USA SMALL-CAP ETF
$621K
SRCE1ST SOURCE CORP COM
$621K
VVVANGUARD LARGE CAP
$617K
DALDELTA AIR LINES INC DEL CMN
$617K
KRKROGER CO COM
$615K
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
$613K
JCIJOHNSON CTLS INC
$613K
IGVISHARES S&P NORTH AMER TECH-SOFTWARE
$610K
SYYSYSCO CORP COM
$603K
ESSESSEX PPTY TR REIT
$602K
PWRQUANTA SERVICES INC
$602K
MUFGMITSUBISHI UFJ FINL GROUP INC SPONSORED
$599K
KEYKEYCORP COM
$596K
ABGCENCORA INC COM
$595K
HLALWAHED FTSE USA SHARIAH ETF
$589K
EPIWISDOMTREE TR INDIA EARNINGS FD
$589K
PRUPRUDENTIAL FINL INC
$585K
FQIDIGITAL REALTY TRUST INC
$584K
BTCOINVESCO GALAXY BITCOIN ETF
$583K
RSGREPUBLIC SERVICES INC
$583K
FELGFIDELITY ENHANCED LARGE CAP GROWTH ETF
$582K
SJNKSPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
$581K
FNDCSCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF
$579K
EFVISHARES MSCI EAFE VALUE INDEX ETF
$578K
CLXCLOROX CO DEL COM
$577K
APHAMPHENOL CORP CL A
$576K
PAYXPAYCHEX INC
$575K
SDYSPDR SER TR S&P DIVID ETF
$572K
MCHPMICROCHIP TECHNOLOGY INC
$570K
IYWISHARES DJ US TECHNOLOGY
$569K
DC4DEXCOM INC COM
$566K
A4SAMERIPRISE FINANCIAL INC.
$565K
HBC2HSBC HOLDINGS PLC SPONS ADR
$564K
EOGEOG RESOURCES INC
$564K
WELLWELLTOWER INC COM
$563K
IYRISHARES US REAL ESTATE ETF
$561K
AVUVAVANTIS U.S. SMALL CAP VALUE ETF
$560K
SMCISUPER MICRO COMPUTER INC COM NEW
$557K
DVNDEVON ENERGY CORP
$554K
FITBFIFTH THIRD BANCORP
$553K
DFAIDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
$549K
IYFISHARES U.S. FINANCIALS ETF
$546K
ON1OLD NATL BANCORP IND
$545K
AJGGALLAGHER ARTHUR J &CO
$537K
WSOWATSCO INC COM
$537K
FELCFIDELITY ENHANCED LARGE CAP CORE ETF
$534K
SCHASCHWAB ETFS- US SMALL-CAP ETF
$528K
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