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
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
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