Valeo Financial Advisors, LLC Q2 2018 Filing

Filed August 14, 2018

Portfolio Value

$713.8B

Holdings

1,670

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (1,670 positions)

#StockSharesValue% PortfolioType
501
OLD LINE BANCSHARES INC COM
1,803$63.0M0.01%
502
COLMCOLUMBIA SPORTSWEAR CO COM
689$62.0M0.01%
503
APCANADARKO PETE CORP
898$60.0M0.01%
504
HOGHARLEY DAVIDSON INC
1,454$60.0M0.01%
505
MOSMOSAIC CO
1,953$59.0M0.01%
506
EWEDWARDS LIFESCIENCES CORP COM
427$59.0M0.01%
507
LWLAMB WESTON HLDGS INC COM
838$59.0M0.01%
508
CAGCONAGRA BRANDS INC COM
1,600$58.0M0.01%
509
RSGREPUBLIC SERVICES INC
800$58.0M0.01%
510
UBSUBS AG NEW F
3,764$58.0M0.01%
511
VACMARRIOTT VACATIONS WRLDWDE CP COM
500$58.0M0.01%
512
VRTXVERTEX PHARMACEUTICALS IN
329$58.0M0.01%
513
ZIONZIONS BANCORPORATION COM
1,097$58.0M0.01%
514
YUSDALLEGHANY CORP DEL
92$57.0M0.01%
515
DOXAMDOCS LTD
884$57.0M0.01%
516
LGFEURLIONS GATE ENTMNT CORP CL A VTG
2,400$56.0M0.01%
517
ADMARCHER DANIELS MIDLAND CO COM
1,138$56.0M0.01%
518
CSLCARLISLE COS INC COM
450$56.0M0.01%
519
PBIPITNEY BOWES INC COM
7,000$56.0M0.01%
520
ANABANAPTYSBIO INC COM
675$55.0M0.01%
521
FOREST CITY RLTY TR INC COM CL A
2,220$55.0M0.01%
522
EDCONSOLIDATED EDISON INC COM
700$55.0M0.01%
523
EFVISHARES MSCI EAFE VALUE INDEX ETF
1,090$55.0M0.01%
524
SDYSPDR SER TR S&P DIVID ETF
565$54.0M0.01%
525
TFXTELEFLEX INC COM
232$54.0M0.01%
526
VUGVANGUARD GROWTH ETF
350$54.0M0.01%
527
HUBBHUBBELL INC COM
454$54.0M0.01%
528
WTWEURWEIGHT WATCHERS INTL INC
711$54.0M0.01%
529
CNPCENTERPOINT ENERGY INC COM
1,873$53.0M0.01%
530
PAAPLAINS ALL AMERICAN PIPELINE LP
2,000$53.0M0.01%
531
MGAMAGNA INTL INC CL A
974$52.0M0.01%
532
HPEHEWLETT PACKARD ENTERPRISE CO COM
3,311$52.0M0.01%
533
TTWOTAKE-TWO INTERACTIVE SOFTWARE COM
398$51.0M0.01%
534
CTSHCOGNIZANT TECH SOLUTIONS CORP
681$51.0M0.01%
535
DELLDELL TECHNOLOGIES INC COM CL V
539$51.0M0.01%
536
LYGLLOYDS TSB GROUP PLC
16,146$51.0M0.01%
537
NGGNATIONAL GRID TRANSCO PLC
968$51.0M0.01%
538
NBHCNATIONAL BK HLDGS CORP CL A
1,251$51.0M0.01%
539
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
1,248$51.0M0.01%
540
BWABORG WARNER AUTOMOTIVE INC
1,167$51.0M0.01%
541
GDXMARKET VECTORS GOLD MINERS INDEX ETF
2,564$51.0M0.01%
542
FISFIDELITY NATL INFO SVCS
469$50.0M0.01%
543
DWMWISDOMTREE INTERNATIONAL EQUITY FUND
946$50.0M0.01%
544
GNRSPDR S&P GLOBAL NATURAL RESOURCES ETF
1,018$49.0M0.01%
545
RELLRICHARDSON ELECTRS LTD COM
5,000$48.0M0.01%
546
AQUA AMERICA INC COM
1,300$48.0M0.01%
547
GNTXGENTEX CORP COM
2,085$48.0M0.01%
548
IMAIMAX CORP
2,110$48.0M0.01%
549
HRCHILL ROM HLDGS INC COM
505$48.0M0.01%
550
LPTUSDLIBERTY PPTY TR SH BEN INT
1,083$47.0M0.01%
551
VOYAING U S INC
951$47.0M0.01%
552
NCLHNORWEGIAN CRUISE LINE HLDG LTD SHS
909$46.0M0.01%
553
PRUPRUDENTIAL FINL INC
475$46.0M0.01%
554
VENVENTAS INC
804$46.0M0.01%
555
ROPROPER INDUSTRIES INC
153$45.0M0.01%
556
SAMBOSTON BEER CO CL A
160$45.0M0.01%
557
VIABVIACOM INC CL B
1,452$44.0M0.01%
558
ETVEATON VANCE TAX MANAGED BUY WRITE
2,745$44.0M0.01%
559
SUSUNCOR ENERGY COM NPV ISIN CA8672291066 SEDOL 2861142EXCHANGED FOR ONE SHAR
1,095$44.0M0.01%
560
OHIOMEGA HEALTHCARE INVESTORS INC
1,395$44.0M0.01%
561
MSIMOTOROLA SOLUTIONS INC COM NEW
363$44.0M0.01%
562
SRCLSTERICYCLE INC
716$43.0M0.01%
563
ECLECOLAB INC COM
293$43.0M0.01%
564
NAVIGANT CONSULTING INC COM
1,766$43.0M0.01%
565
XTNSPDR S&P TRANSPORTATION ETF
657$43.0M0.01%
566
VNQIVANGUARD GLOBAL EX-U.S. REAL ESTATE ETF
747$43.0M0.01%
567
RGAREINSURANCE GROUP AMER INC
305$43.0M0.01%
568
VLUESHARES EDGE MSCI USA VALUE FACTOR ETF
492$42.0M0.01%
569
MRSHMARSH & MCLENNAN COS INC COM
507$42.0M0.01%
570
TDOCTELADOC INC COM
603$42.0M0.01%
571
PAYXPAYCHEX INC
588$42.0M0.01%
572
XPOXPO LOGISTICS INC COM
411$42.0M0.01%
573
KIESPDR S&P INSURANCE ETF
1,327$42.0M0.01%
574
PLDPROLOGIS SHARE BENEFICIAL INT
653$42.0M0.01%
575
EWJISHARES MSCI JAPAN ETF
728$42.0M0.01%
576
HIHILLENBRAND INCORPORATED
800$41.0M0.01%
577
IJJISHARES S&P MIDCAP 400 VALUE ETF
250$41.0M0.01%
578
AKAFVIDENT CORE U.S. EQUITY ETF
1,178$41.0M0.01%
579
UAAUNDER ARMOUR INC
1,954$41.0M0.01%
580
MUMICRON TECHNOLOGY
781$40.0M0.01%
581
AIVLWISDOMTREE DIVIDEND EX-FINANCIALS ETF
450$40.0M0.01%
582
ORLYO REILLY AUTOMOTIVE INC
127$40.0M0.01%
583
AOAISHARES S&P AGGRESSIVE ALLOCATION FUND
752$40.0M0.01%
584
EXPDEXPEDITORS INTL WASH INC
555$40.0M0.01%
585
ACWVISHARES EDGE MSCI MIN VOL GLOBAL ETF
464$40.0M0.01%
586
BEMIS INC COM
805$40.0M0.01%
587
PZAPOWERSHARES GLOBAL EXCHANGE TRADED FD TR INSURED NATL
1,593$40.0M0.01%
588
AWMSKYWORKS SOLUTIONS INC COM
429$40.0M0.01%
589
XLREREAL ESTATE SELECT SECTOR SPDR FUND
1,208$40.0M0.01%
590
ETXEATON VANCE MUN INCOME 2028 TE SHS
2,000$40.0M0.01%
591
PCGPG&E CORP COM
900$39.0M0.01%
592
PHGKONINKLIJKE PHILIPS N V NY REG SH NEW
915$39.0M0.01%
593
CEF/UCENTRAL FUND OF CANADA LTD
3,279$39.0M0.01%
594
WHWYNDHAM HOTELS & RESORTS INC COM
691$39.0M0.01%
595
DLTRDOLLAR TREE STORES INC
417$39.0M0.01%
596
FNDFSCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF
1,342$39.0M0.01%
597
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
387$39.0M0.01%
598
MTNVAIL RESORTS INC
136$39.0M0.01%
599
DOVDOVER CORP COM
470$38.0M0.01%
600
GNRCGENERAC HLDGS INC COM
700$38.0M0.01%
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