Valeo Financial Advisors, LLC Q2 2020 Filing

Filed July 20, 2020

Portfolio Value

$1.1T

Holdings

2,066

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (2,066 positions)

#StockSharesValue% PortfolioType
301
VNQVANGUARD REIT INDEX ETF
2,784$219.0M0.02%
302
AZNASTRAZENECA PLC- SPONS ADR
4,136$218.0M0.02%Call
303
ETNEATON CORP PLC SHS
2,496$218.0M0.02%
304
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
3,802$216.0M0.02%
305
IJTISHARES S&P SMALLCAP 600 GROWTH ETF
1,269$215.0M0.02%
306
FQIDIGITAL REALTY TRUST INC
1,512$215.0M0.02%
307
ALSALLSTATE CORP
2,198$213.0M0.02%
308
HTDCORCEPT THERAPEUTICS INC COM
12,641$213.0M0.02%
309
IHIISHARES U.S. MEDICAL DEVICES ETF
803$213.0M0.02%
310
SCZISHARES MSCI EAFE SMALL CAP ETF
3,927$211.0M0.02%
311
SAICSCIENCE APPLICATIONS INTL CORP COM
2,700$210.0M0.02%
312
ITWILLINOIS TOOL WKS INC COM
1,199$210.0M0.02%
313
COFCAPITAL ONE FINANCIAL CORP
3,319$208.0M0.02%
314
PHYS/USPROTT PHYSICAL GOLD TR UNIT
14,442$207.0M0.02%
315
AWMSKYWORKS SOLUTIONS INC COM
1,605$205.0M0.02%
316
KWEBKRANESHARES CSI CHINA INTERNET ETF
3,295$204.0M0.02%
317
SGENEURSEATTLE GENETICS INC
1,200$204.0M0.02%
318
OPLNKAR AUCTION SERVICES
14,743$203.0M0.02%
319
ETRENTERGY CORP NEW COM
2,157$202.0M0.02%
320
SDYSPDR SER TR S&P DIVID ETF
2,169$198.0M0.02%
321
LYFTLYFT INC CL A COM
5,975$197.0M0.02%
322
MLMMARTIN MARIETTA MATLS INC
941$194.0M0.02%
323
WELLWELLTOWER INC COM
3,739$193.0M0.02%
324
NTLAINTELLIA THERAPEUTICS INC COM
9,082$191.0M0.02%
325
IDXXIDEXX LABS INC
577$191.0M0.02%
326
PANWPALO ALTO NETWORKS INC COM
832$191.0M0.02%
327
AMATAPPLIED MATLS INC COM
3,165$191.0M0.02%
328
DDDUPONT DE NEMOURS INC COM
3,581$190.0M0.02%
329
DISCAUSDDISCOVERY HLDG CO
8,968$189.0M0.02%
330
WEPMAGELLAN MIDSTREAM PARTNERS LP
4,387$189.0M0.02%
331
BSXBOSTON SCIENTIFIC CORP
5,345$188.0M0.02%
332
PDCOEURPATTERSON DENTAL CO
8,392$187.0M0.02%
333
EMREMERSON ELEC CO COM
3,016$187.0M0.02%
334
OREALTY INCOME CORP
3,141$187.0M0.02%
335
PRUPRUDENTIAL FINL INC
3,002$183.0M0.02%
336
ARESARES MANAGEMENT CORPORATION CL A COM STK
4,569$181.0M0.02%
337
GKOSGLAUKOS CORP COM
4,684$180.0M0.02%
338
VYXNCR CORP
10,410$180.0M0.02%
339
BMTABRITISH AMERICAN TOBACCO
4,580$178.0M0.02%
340
AYXEURALTERYX INC COM CL A
1,083$178.0M0.02%Call
341
CABOCABLE ONE INC COM
100$177.0M0.02%
342
APPNAPPIAN CORP CL A
3,432$176.0M0.02%Call
343
CTVACORTEVA INC COM
6,586$176.0M0.02%
344
ISRGINTUITIVE SURGICAL, INC.
308$176.0M0.02%
345
UIUBIQUITI INC COM
1,000$175.0M0.02%
346
CONSTELLATION BRANDS INC CL B
1,000$174.0M0.02%
347
TTDTHE TRADE DESK INC COM CL A
425$173.0M0.02%Call
348
ULUNILEVER PLC SPON ADR NEW
3,127$172.0M0.02%
349
SNAPSNAP INC CL A
7,262$171.0M0.02%
350
SPGIS&P GLOBAL INC COM
512$169.0M0.02%
351
SOCLGLOBAL X FDS GLOBAL X SOCIAL MEDIA INDEX ETF
3,929$168.0M0.02%
352
USOUNITED STATES OIL FUND
5,954$167.0M0.02%
353
FNDFSCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF
7,002$166.0M0.02%
354
BF/BBROWN FORMAN CORP CL B
2,613$166.0M0.02%
355
XLBMATERIALS SELECT SECTOR SPDR
2,922$165.0M0.02%
356
TROWT ROWE PRICE GROUP INC
1,333$165.0M0.02%
357
IJSISHARES S&P SMALLCAP 600 VALUE ETF
1,374$165.0M0.02%
358
AXNX*AXONICS MODULATION TECHNOLOGIE COM
4,712$165.0M0.02%
359
FEYECHFFIREEYE INC
13,500$164.0M0.01%
360
BKNGPRICELINE.COM INC
103$164.0M0.01%
361
PFFISHARES S&P U.S. PREFERRED STOCK ETF
4,729$164.0M0.01%
362
FCBCFIRST CMNTY BANKSHARES INC VA COM
7,297$164.0M0.01%
363
SLYVSPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETF
3,323$163.0M0.01%
364
DGDOLLAR GEN CORP
850$162.0M0.01%
365
ARCIMOTO INC COM
30,487$162.0M0.01%
366
WIXWIX COM LTD SHS
634$162.0M0.01%
367
GMGENERAL MOTORS CORP
6,314$160.0M0.01%
368
TRVTRAVELERS COMPANIES INC COM
1,388$158.0M0.01%
369
AMDADVANCED MICRO DEVICES INC COM
3,000$158.0M0.01%
370
DKNG1USDDRAFTKINGS INC COM CL A
4,721$157.0M0.01%
371
PLDPROLOGIS SHARE BENEFICIAL INT
1,687$157.0M0.01%
372
ALCALCON AG ORD SHS
2,741$157.0M0.01%
373
CTLEURCENTURYLINK INC COM
15,424$155.0M0.01%
374
VIOOVANGUARD S&P SMALL-CAP 600 ETF
1,230$154.0M0.01%
375
DIAXNUVEEN DOW 30 DYNAMIC OVERWRIT SHS
11,249$153.0M0.01%
376
VVVANGUARD LARGE CAP
23,505$153.0M0.01%
377
DLTRDOLLAR TREE STORES INC
1,633$151.0M0.01%
378
ZNGAEURZYNGA INC
15,730$150.0M0.01%Call
379
KSUEURKANSAS CITY SOUTHERN COM NEW
1,003$150.0M0.01%
380
FTAIEURFORTRESS TRANS INFRST INVS LLC COM REP LTD LIAB
11,499$149.0M0.01%
381
SLVISHARES SILVER TRUST ETF
8,619$147.0M0.01%
382
VMWEURVMWARE INC CL A CLASS A
942$146.0M0.01%
383
PPLPPL CORP COM
5,660$146.0M0.01%
384
LHXL3HARRIS TECHNOLOGIES INC COM
863$146.0M0.01%
385
ACWXISHARES MSCI ACWI EX US
3,372$146.0M0.01%
386
WSOWATSCO INC COM
815$145.0M0.01%Call
387
VFCV F CORP COM
2,385$145.0M0.01%
388
EBAEBAY INC
2,767$145.0M0.01%
389
FBNDFIDELITY TOTAL BOND ETF
2,662$144.0M0.01%
390
VBKVANGUARD SMALL-CAP GROWTH INDEX FUND
714$143.0M0.01%
391
CMECHICAGO MERCANTILE HLDGS INC
882$143.0M0.01%
392
MRNAMODERNA INC COM
2,215$142.0M0.01%
393
SPYDSPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
5,109$142.0M0.01%
394
LINLINDE PLC SHS
667$141.0M0.01%
395
USDPROSHARES ULTRA SEMICONDUCTORS
2,310$140.0M0.01%
396
AEMAGNICO EAGLE MINES LTD COM
2,190$140.0M0.01%
397
EAELECTRONICS ARTS
1,045$138.0M0.01%
398
FHLCFIDELITY MSCI HEALTH CARE INDEX ETF
2,754$137.0M0.01%
399
EPRTESSENTIAL PPTYS RLTY TR INC COM
9,216$137.0M0.01%
400
IXNISHARES GLOBAL TECH ETF
578$136.0M0.01%
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