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)
| Stock | Value |
|---|---|
MRVLMARVELL TECHNOLOGY GROUP LTD | $527K |
DEODIAGEO PLC | $526K |
EXPIEXP WORLD HLDGS INC COM | $525K |
CDNSCADENCE DESIGN SYSTEM INC COM | $524K |
ROKROCKWELL AUTOMATION INC COM | $522K |
TTDTHE TRADE DESK INC COM CL A | $518K |
ETHGRAYSCALE ETHEREUM MINI TRUST ETF | $516K |
TGTXTG THERAPEUTICS INC COM | $513K |
WDAYWORKDAY INC COM | $508K |
MDYS & P MID CAP 400 DEP RCPTS MID CAP | $506K |
CLMTCALUMET SPCLTY PRDCTS PRTNRS | $503K |
WFC 7.5 PERP LWELLS FARGO CO NEW PERP PFD CNV A | $502K |
7HPHP INC COM | $500K |
AXONAXON ENTERPRISE INC COM | $499K |
HYSPIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD | $494K |
ESGVVANGUARD ESG U.S. STOCK ETF | $493K |
GSKGSK PLC SPONSORED ADR | $488K |
VIOOVANGUARD S&P SMALL-CAP 600 ETF | $481K |
DDDUPONT DE NEMOURS INC COM | $480K |
DHID R HORTON INC | $474K |
SWSMURFIT WESTROCK PLC SHS | $471K |
OTISOTIS WORLDWIDE CORP COM | $470K |
CPBTHE CAMPBELLS COMPANY COM | $466K |
URIUNITED RENTALS INC COM | $465K |
XLUUTILITIES SELECT SECTOR SPDR | $463K |
NXGNXG NEXTGEN INFRASTR INCM FD COM | $463K |
DOWDOW INC COM | $461K |
MPWRMONOLITHIC PWR SYS INC COM | $460K |
SGOLETFS GOLD TRUST ETF | $459K |
TXRHTEXAS ROADHOUSE INC COM | $458K |
HNIHNI CORP COM | $458K |
UBSUBS AG NEW F | $458K |
IUSGISHARES CORE S&P U.S. GROWTH ETF | $455K |
RACEFERRARI N V COM | $454K |
ADSKAUTODESK INC | $450K |
PAYCPAYCOM SOFTWARE INC COM | $450K |
NUENUCOR CORP COM | $447K |
DFSEURDISCOVER FINANCIAL SERVICES LLC | $446K |
BWXTBWX TECHNOLOGIES INC COM | $445K |
IWSISHARES RUSSELL MIDCAP VALUE INDEX | $439K |
EBAEBAY INC | $439K |
PPLPPL CORP COM | $439K |
NDAQNASDAQ STK MKT INC | $438K |
MSDMORGAN STANLEY EMKT DBT FD INC COM | $435K |
SMHVANECK SEMICONDUCTOR ETF | $434K |
RYLDGLOBAL X RUSSELL 2000 COVERED CALL ETF | $425K |
FMBHFIRST MID ILL BANCSHARES INC COM | $424K |
MPLXMPLX LP COM UNIT REP LTD | $423K |
ACWXISHARES MSCI ACWI EX US | $423K |
MLMMARTIN MARIETTA MATLS INC | $421K |
CHTRCHARTER COMMUNICATIONS INC NEW CL A | $418K |
LUVSOUTHWEST AIRLS CO COM | $415K |
T7DTRANSDIGM GROUP INC COM DELAWARE | $414K |
HEIHEICO CORP NEW COM | $414K |
VCELVERICEL CORP COM | $414K |
ATECALPHATEC HLDGS INC COM NEW | $410K |
WMBWILLIAMS COS INC COM | $409K |
SOFISOFI TECHNOLOGIES INC COM | $409K |
RELXRELX PLC SPONSORED ADR | $408K |
MSIMOTOROLA SOLUTIONS INC COM NEW | $404K |
AG8AGILENT TECH INC | $403K |
DOCHEALTH CARE PPTY INVS INC | $403K |
SCHBSCHWAB U.S. BROAD MARKET ETF | $402K |
OREALTY INCOME CORP | $398K |
BHPBHP GROUP LTD SPONSORED ADS | $398K |
BALLBALL CORP COM | $398K |
GPCGENUINE PARTS CO COM | $397K |
PSAPUBLIC STORAGE INC | $393K |
DDOGDATADOG INC CL A COM | $392K |
HWMHOWMET AEROSPACE INC COM | $385K |
ALKALASKA AIR GROUP INC COM | $385K |
RIORIO TINTO PLC SPON ADR | $385K |
MNSTMONSTER BEVERAGE CORP NEW COM | $384K |
ITGARTNER INC COM | $379K |
ESGEISHARES ESG AWARE MSCI EM ETF | $378K |
IJKISHARES S&P MIDCAP 400 GROWTH INDEX | $376K |
NEMNEWMONT CORP COM | $376K |
EWEDWARDS LIFESCIENCES CORP COM | $372K |
TSCOTRACTOR SUPPLY CO | $370K |
FANGDIAMONDBACK ENERGY INC COM | $369K |
SCHESCHWAB EMERGING MARKET EQ ETF | $366K |
VDCVANGUARD CONSUMER STAPLES ETF | $366K |
AESAES CORP | $366K |
CPRTCOPART INC | $366K |
TRGPTARGA RES CORP COM | $363K |
WPCWP CAREY INC COM | $361K |
VNQVANGUARD REIT INDEX ETF | $357K |
SPDWSPDR S&P WORLD EX-US | $354K |
KVUEKENVUE INC COM | $353K |
LHXL3HARRIS TECHNOLOGIES INC COM | $353K |
MSCIMSCI INC COM | $351K |
HCAHCA HEALTHCARE INC COM | $350K |
IVLUISHARES MSCI INTL VALUE FACTOR ETF | $349K |
SNYSANOFI SA | $348K |
BOXXALPHA ARCHITECT 1-3 MONTH BOX ETF | $348K |
LNCLINCOLN NATL CORP IND COM | $346K |
VOEVANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF | $345K |
AQLTISHARES U.S. HEALTHCARE PROVIDERS ETF | $345K |
WPMSILVER WHEATON CORP | $343K |
WRBBERKLEY W R CORP COM | $340K |