Valeo Financial Advisors, LLC Q2 2025 Filing

Filed July 22, 2025

Portfolio Value

$4.2B

Holdings

753

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (753 positions)

StockValue
SCISERVICE CORP INTL COM
$203K
SBACSBA COMMUNICATIONS CP
$203K
APPAPPLOVIN CORP COM CL A
$202K
VOEVANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF
$201K
PG4PRINCIPAL FINANCIAL GROUP INC
$201K
DOCUDOCUSIGN INC COM
$200K
RIOTRIOT PLATFORMS INC COM
$200K
NCLHNORWEGIAN CRUISE LINE HLDG LTD SHS
$198K
KBDCKAYNE ANDERSON BDC INC COM SHS
$184K
TAKTAKEDA PHARMA CO ADR XXX MANDATORY EXCHANGE
$182K
LEGLEGGETT & PLATT INC COM
$175K
NWGROYAL BANK OF SCOTLAND
$172K
GOODGLADSTONE COMMERCIAL CORP COM
$170K
VODVODAFONE GROUP NEW ADR F
$167K
VTRSVIATRIS INC COM
$159K
ZMZOOM COMMUNICATIONS INC CL A
$152K
YETIYETI HLDGS INC COM
$151K
PKPARK HOTELS & RESORTS INC COM
$143K
PDDPDD HOLDINGS INC SPONSORED ADS
$136K
NOKNOKIA CORP SPONSORED ADR
$128K
PLPLANET LABS PBC COM CL A
$126K
MAGNMAGNERA CORP COM SHS
$121K
CCCCCC INTELLIGENT SOLUTIONS HLD COM
$120K
VVRVAN KAMPEN SENIOR INCOME TRUST
$110K
FSCOFS CREDIT OPPORTUNITIES CORP COMMON STOCK
$109K
JOBYJOBY AVIATION INC COMMON STOCK
$109K
NUNU HLDGS LTD ORD SHS CL A
$104K
ROIVROIVANT SCIENCES LTD SHS
$103K
OPENOPENDOOR TECHNOLOGIES INC COM
$98K
NMRNOMURA HLDGS INC SPON ADR
$90K
USALIBERTY ALL STAR EQUITY FD SH BEN INT
$89K
BAIISHARES A.I. INNOVATION AND TECH ACTIVE ETF
$87K
UMCUNITED MICROELECTRONICS CORP SPON ADR NEW
$82K
RLJRLJ LODGING TR COM
$76K
MVISMICROVISION INC DEL COM NEW
$70K
KNOPKNOT OFFSHORE PARTNERS LP COM UNITS
$70K
AMLXAMYLYX PHARMACEUTICALS INC COM
$64K
ACHRARCHER AVIATION INC COM CL A
$55K
S9QSPIRIT AEROSYSTEMS HOLDINGS INC CL A
$46K
AALAMERICAN AIRLS GROUP INC COM
$46K
EVOEVOTEC AG SPONSORED ADS
$43K
NIONIO INC SPON ADS
$39K
FRGEFORGE GLOBAL HOLDINGS INC COM SHS
$38K
HRTXHERON THERAPEUTICS INC COM
$38K
HUMAHUMACYTE INC COM
$32K
DISCKUSDDISCOVERY COMMUNICATIONS INC NEW COM SER C
$27K
CCIVGBPLUCID GROUP INC COM
$25K
KWE1RING ENERGY INC COM
$25K
STIPISHARES 0-5 YEAR TIPS BOND ETF
$18K
SCHOSCHWAB SHORT-TERM US TREASURY ETF
$18K
NRGVENERGY VAULT HOLDINGS INC COM
$16K
GEVOGEVO INC
$13K
TLRYEURTILRAY BRANDS INC COM
$7K
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