Valeo Financial Advisors, LLC Q2 2024 Filing

Filed July 10, 2024

Portfolio Value

$3.2B

Holdings

656

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (656 positions)

StockValue
IUSVISHARES CORE S&P US VALUE ETF
$477K
GSKGSK PLC SPONSORED ADR
$476K
EWEDWARDS LIFESCIENCES CORP COM
$474K
BMTABRITISH AMERICAN TOBACCO
$474K
SONYSONY GROUP CORP SPONSORED ADR
$473K
WSOWATSCO INC COM
$472K
CLXCLOROX CO DEL COM
$469K
PFFDGLOBAL X U.S. PREFERRED ETF
$468K
VTWOVANGUARD RUSSELL 2000 ETF
$467K
TXRHTEXAS ROADHOUSE INC COM
$463K
LVLNSPDR S&P REGIONAL BANKING ETF
$460K
BIIBBIOGEN IDEC INC
$460K
MLMMARTIN MARIETTA MATLS INC
$459K
SCHASCHWAB ETFS- US SMALL-CAP ETF
$459K
WEAWESTERN ALLIANCE BANCORP COM
$459K
MPWRMONOLITHIC PWR SYS INC COM
$458K
COINCOINBASE GLOBAL INC COM CL A
$457K
FTAIFTAI AVIATION LTD SHS
$457K
OTISOTIS WORLDWIDE CORP COM
$455K
ABNBAIRBNB INC COM CL A
$453K
URIUNITED RENTALS INC COM
$449K
IUSGISHARES CORE S&P U.S. GROWTH ETF
$448K
CPACOPA HOLDINGS SA CL A
$446K
AG8AGILENT TECH INC
$442K
SMHVANECK SEMICONDUCTOR ETF
$441K
GPCGENUINE PARTS CO COM
$439K
FQIDIGITAL REALTY TRUST INC
$437K
ADSKAUTODESK INC
$436K
STLDSTEEL DYNAMICS INC
$431K
PAYXPAYCHEX INC
$431K
IWSISHARES RUSSELL MIDCAP VALUE INDEX
$428K
KKRKKR & CO LP
$426K
ON1OLD NATL BANCORP IND
$426K
ECLECOLAB INC COM
$426K
DFAIDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
$423K
NEMNEWMONT CORP COM
$418K
HLALWAHED FTSE USA SHARIAH ETF
$417K
OREALTY INCOME CORP
$416K
CRSPCRISPR THERAPEUTICS AG NAMEN AKT
$415K
SNCYSUN CTRY AIRLS HLDGS INC COM
$412K
ONON SEMICONDUCTOR CORP COM
$409K
ICFISHARES COHEN & STEERS RLTY
$408K
WFC 7.5 PERP LWELLS FARGO CO NEW PERP PFD CNV A
$405K
RSGREPUBLIC SERVICES INC
$405K
MDYS & P MID CAP 400 DEP RCPTS MID CAP
$404K
WSBCWESBANCO INC COM
$402K
HALHALLIBURTON CO COM
$402K
IQVIQVIA HLDGS INC COM
$401K
FMBHFIRST MID ILL BANCSHARES INC COM
$400K
ITGARTNER INC COM
$399K
MUFGMITSUBISHI UFJ FINL GROUP INC SPONSORED
$399K
CPBCAMPBELL SOUP CO COM
$393K
RACEFERRARI N V COM
$392K
MRO*MARATHON OIL CORP COM
$391K
MUBISHARES AMT-FREE MUNI BOND ETF
$388K
ESGVVANGUARD ESG U.S. STOCK ETF
$388K
SGOLETFS GOLD TRUST ETF
$387K
BHPBHP GROUP LTD SPONSORED ADS
$384K
ODFLOLD DOMINION FREIGHT LINE INC
$382K
HBC2HSBC HOLDINGS PLC SPONS ADR
$379K
WELLWELLTOWER INC COM
$373K
DOCHEALTH CARE PPTY INVS INC
$370K
RFREGIONS FINANCIAL CORP NEW
$369K
7HPHP INC COM
$368K
GWWGRAINGER W W INC COM
$367K
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
$366K
CMECHICAGO MERCANTILE HLDGS INC
$365K
MRNAMODERNA INC COM
$364K
IHIISHARES U.S. MEDICAL DEVICES ETF
$360K
T7DTRANSDIGM GROUP INC COM DELAWARE
$353K
ABGCENCORA INC COM
$353K
AJGGALLAGHER ARTHUR J &CO
$352K
SNPSSYNOPSYS INC COM
$352K
SCZISHARES MSCI EAFE SMALL CAP ETF
$349K
CHRCHURCHILL DOWNS INC COM
$347K
NDAQNASDAQ STK MKT INC
$347K
HEIHEICO CORP NEW COM
$346K
TSCOTRACTOR SUPPLY CO
$345K
DFSEURDISCOVER FINANCIAL SERVICES LLC
$345K
KEYSKEYSIGHT TECHNOLOGIES INC COM
$343K
AQLTISHARES U.S. HEALTHCARE PROVIDERS ETF
$340K
SCHESCHWAB EMERGING MARKET EQ ETF
$339K
VDCVANGUARD CONSUMER STAPLES ETF
$339K
MSIMOTOROLA SOLUTIONS INC COM NEW
$338K
VLTOVERALTO CORP COM SHS
$337K
GOODGLADSTONE COMMERCIAL CORP COM
$334K
TROWT ROWE PRICE GROUP INC
$333K
PGXPOWERSHARES GLOBAL PREFERRED ETF
$333K
ESGEISHARES ESG AWARE MSCI EM ETF
$333K
PPLPPL CORP COM
$332K
USX1UNITED STATES STL CORP
$331K
CEGCONSTELLATION ENERGY CORP COM
$330K
EBAEBAY INC
$327K
SCHBSCHWAB U.S. BROAD MARKET ETF
$327K
NINISOURCE INC COM
$326K
DHDEFINITIVE HEALTHCARE CORP CLASS A COM
$323K
BWXTBWX TECHNOLOGIES INC COM
$322K
FSKFS KKR CAP CORP COM
$321K
CPRTCOPART INC
$321K
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
$320K
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