Valeo Financial Advisors, LLC Q2 2023 Filing

Filed July 14, 2023

Portfolio Value

$2.2T

Holdings

592

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (592 positions)

#StockSharesValue% PortfolioType
201
VGTVANGUARD INFORMATION TECHNOLOGY
2,342$1.0B0.05%
202
SPGSIMON PROPERTY GROUP INC
8,949$1.0B0.05%
203
THFFTERRE HAUTE FIRST FINANCIAL
31,547$1.0B0.05%
204
JNKSPDR HIGH YIELD BOND ETF
10,907$1.0B0.05%
205
ISRGINTUITIVE SURGICAL, INC.
2,925$1.0B0.05%
206
EMREMERSON ELEC CO COM
11,055$999.2M0.05%
207
VTVANGUARD TOTAL WORLD STOCK ETF
10,268$995.8M0.05%
208
PNCPNC FINL SVCS GROUP INC COM
7,861$990.1M0.05%
209
DFIVDIMENSIONAL INTERNATIONAL VALUE ETF
29,940$983.5M0.04%
210
SOSOUTHERN CO COM
13,954$980.3M0.04%
211
NXPINXP SEMICONDUCTORS NV COM
4,679$957.7M0.04%
212
BXBLACKSTONE GROUP LP
10,263$954.2M0.04%
213
DALDELTA AIR LINES INC DEL CMN
19,956$948.7M0.04%
214
VDEVANGUARD ENERGY
8,363$944.1M0.04%
215
USBUS BANCORP DEL COM NEW
28,135$929.6M0.04%
216
SCHFSCHWAB INTERNATIONAL EQUITY ETF
25,571$911.6M0.04%
217
NMFCNEW MOUNTAIN FIN CORP
73,250$911.2M0.04%
218
AIGAMERICAN INTL GROUP INC COM NEW
15,674$901.9M0.04%
219
BKBANK NEW YORK MELLON CORP COM
20,027$891.6M0.04%
220
SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
37,005$884.8M0.04%
221
EAGGISHARES ESG AWARE US AGGREGATE BOND ETF
18,571$876.0M0.04%
222
MRSHMARSH & MCLENNAN COS INC COM
4,564$858.3M0.04%
223
XCEMCOLUMBIA EM CORE EX-CHINA ETF
29,858$854.0M0.04%
224
INTUINTUIT INC
1,858$851.3M0.04%
225
UBERUBER TECHNOLOGIES INC COM
19,696$850.3M0.04%
226
DFASDIMENSIONAL U.S. SMALL CAP ETF
15,463$847.4M0.04%
227
YUMYUM! BRANDS INC
6,087$843.4M0.04%
228
TFCTRUIST FINL CORP COM
27,628$838.5M0.04%
229
DOWDOW INC COM
15,402$820.3M0.04%
230
DDOMINION RESOURCES INC
15,817$819.1M0.04%
231
SCHGSCHWAB US LARGE CAP GROWTH ETF
10,904$817.3M0.04%
232
CLCOLGATE PALMOLIVE CO COM
10,606$817.1M0.04%
233
ESGDISHARES ESG AWARE MSCI EAFE ETF
11,189$816.0M0.04%
234
MPCMARATHON PETE CORP
6,942$809.4M0.04%
235
TTENTOTAL SA ADR
13,919$802.3M0.04%
236
MSBIMIDLAND STATES BANCORP INC COM
39,866$793.7M0.04%
237
XLIINDUSTRIAL SELECT SECTOR SPDR
7,381$792.1M0.04%
238
ANFABERCROMBIE & FITCH CO CL A
20,819$784.5M0.04%
239
SPYDSPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
21,154$784.4M0.04%
240
ESMLISHARES ESG AWARE MSCI USA SMALL-CAP ETF
21,912$778.3M0.04%
241
0VVBCBS CORP CL B
48,862$777.4M0.04%
242
BDXBECTON DICKINSON & CO COM
2,931$773.9M0.04%
243
MLB1MERCADOLIBRE INC
639$757.0M0.03%
244
SNYSANOFI SA
13,930$750.8M0.03%
245
NVSNNOVARTIS AG ADR
7,363$743.0M0.03%
246
BSXBOSTON SCIENTIFIC CORP
13,682$740.1M0.03%
247
XLFICONSUMER STAPLES SELECT SECTOR SPDR
9,922$735.9M0.03%
248
SOXXISHARES SEMICONDUCTOR ETF
1,448$734.5M0.03%
249
AMTAMERICAN TOWER CORP
4,082$733.5M0.03%Put
250
CITCINTAS CORP
1,471$731.2M0.03%
251
MCHPMICROCHIP TECHNOLOGY INC
8,112$726.8M0.03%
252
ZTSZOETIS INC COM CL A
4,215$725.8M0.03%
253
FDNFIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD
4,435$722.9M0.03%
254
AONAON CORP
2,041$704.4M0.03%
255
ESSESSEX PPTY TR REIT
2,947$690.5M0.03%
256
CBCHUBB LIMITED COM
3,584$690.0M0.03%
257
GILDGILEAD SCIENCES INC
8,851$682.1M0.03%
258
HBANHUNTINGTON BANCSHARES INC COM
63,160$680.9M0.03%
259
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
10,842$678.9M0.03%
260
ITWILLINOIS TOOL WKS INC COM
2,690$673.0M0.03%
261
TRVTRAVELERS COMPANIES INC COM
3,844$667.6M0.03%
262
CLMTUSDCALUMET SPCLTY PRDCTS PRTNRS
42,023$666.5M0.03%
263
VOVANGUARD MID CAP
3,005$661.6M0.03%
264
GSKGSK PLC SPONSORED ADR
18,558$661.4M0.03%
265
MCOMOODYS CORP
1,902$661.4M0.03%
266
FELEFRANKLIN ELEC INC COM
6,413$659.9M0.03%
267
WFC 7.5 PERP LWELLS FARGO CO NEW PERP PFD CNV A
81,872$658.5M0.03%
268
DONSPDR DOW JONES INDUSTRIAL ETF
1,906$655.4M0.03%
269
VCITVANGUARD INTERMEDIATE TERM CORP BOND FD ETF
8,243$651.5M0.03%
270
BKNGBOOKING HOLDINGS INC COM
241$651.2M0.03%
271
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
7,786$649.0M0.03%
272
IPINTERNATIONAL PAPER CO COM
20,047$637.7M0.03%
273
ROMPROSHARES ULTRA TECHNOLOGY
14,160$637.3M0.03%
274
ESGVVANGUARD ESG U.S. STOCK ETF
8,116$635.9M0.03%
275
IYRISHARES US REAL ESTATE ETF
7,281$630.1M0.03%
276
SUSUNCOR ENERGY COM NPV ISIN CA8672291066 SEDOL 2861142EXCHANGED FOR ONE SHAR
21,489$630.0M0.03%
277
ADIANALOG DEVICES INC COM
3,234$629.9M0.03%
278
ICEINTERCONTINENTAL EXCH INTL
5,534$625.7M0.03%
279
DFUSDIMENSIONAL U.S. EQUITY ETF
12,817$617.3M0.03%
280
BWABORG WARNER AUTOMOTIVE INC
12,611$616.8M0.03%
281
NOWSERVICENOW INC COM
1,091$613.1M0.03%
282
VYMVANGUARD HIGH DIVIDEND YIELD
5,743$609.2M0.03%
283
QUALISHARES MSCI USA QUALITY FACTOR ETF
4,455$600.8M0.03%
284
VOTVANGUARD MID-CAP GROWTH ETF
2,888$594.4M0.03%
285
SDYSPDR SER TR S&P DIVID ETF
4,842$593.5M0.03%
286
VMWEURVMWARE INC CL A CLASS A
4,061$583.5M0.03%
287
HUBSHUBSPOT INC COM
1,095$582.6M0.03%
288
KEYKEYCORP COM
63,010$582.2M0.03%
289
GMGENERAL MOTORS CORP
15,090$581.9M0.03%
290
LPXLOUISIANA PACIFIC
7,729$579.5M0.03%
291
LRCXEURLAM RESEARCH CORP
893$573.8M0.03%
292
GABCGERMAN AMERICAN BANCORP
21,098$573.4M0.03%
293
DGROISHARES CORE DIVIDEND GROWTH ETF
11,084$571.2M0.03%
294
UTGREAVES UTIL INCOME FD COM SH BEN INT
20,718$568.1M0.03%
295
DLTRDOLLAR TREE STORES INC
3,955$567.5M0.03%
296
SJNKSPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
22,975$567.5M0.03%
297
FTNTFORTINET INC COM
7,491$566.2M0.03%
298
SHYISHARES 1-3 YR TREASURY BOND ETF
6,952$563.7M0.03%
299
EFVISHARES MSCI EAFE VALUE INDEX ETF
11,478$561.7M0.03%
300
AWNADVANCE AUTO PARTS INC
7,875$553.6M0.03%
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