Valeo Financial Advisors, LLC Q3 2018 Filing

Filed November 1, 2018

Portfolio Value

$740.4B

Holdings

1,861

Report Date

Q3 2018

Filing Type

13F-HR

All Holdings (1,861 positions)

#StockSharesValue% PortfolioType
201
SCHGSCHWAB US LARGE CAP GROWTH ETF
4,571$343.0M0.05%
202
MSBIMIDLAND STS BANCORP INC ILL COM
12,628$341.0M0.05%
203
NKENIKE INC CLASS B
4,535$340.0M0.05%
204
SCHFSCHWAB INTERNATIONAL EQUITY ETF
10,972$337.0M0.05%
205
ZTSZOETIS INC COM CL A
3,669$331.0M0.04%
206
VOVANGUARD MID CAP
2,205$330.0M0.04%
207
CLCOLGATE PALMOLIVE CO COM
5,524$329.0M0.04%
208
FDNFIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD
2,599$327.0M0.04%
209
KRKROGER CO COM
11,001$327.0M0.04%
210
SNYSANOFI SA
7,314$327.0M0.04%
211
KELKELLOGG CO COM
4,972$326.0M0.04%
212
MACMACERICH CO COM
6,313$326.0M0.04%
213
CBCHUBB LIMITED COM
2,589$324.0M0.04%
214
WYWEYERHAEUSER CO
12,147$323.0M0.04%
215
ULUNILEVER PLC SPON ADR NEW
6,026$319.0M0.04%
216
OREALTY INCOME CORP
5,173$312.0M0.04%
217
MTUMISHARES EDGE MSCI USA MOMENTUM FACTOR ETF
2,900$309.0M0.04%
218
TXNTEXAS INSTRS INC COM
3,258$302.0M0.04%
219
NTRNUTRIEN LTD COM
5,664$300.0M0.04%
220
IJTISHARES S&P SMALLCAP 600 GROWTH ETF
1,671$300.0M0.04%
221
BMTABRITISH AMERICAN TOBACCO
6,858$298.0M0.04%
222
IAUUSDISHARES GOLD TRUST ETF
25,520$298.0M0.04%
223
CITCINTAS CORP
1,613$292.0M0.04%
224
ACWIISHARES TR MSCI ACWIINDEX FD
4,200$289.0M0.04%
225
SYYSYSCO CORP COM
3,998$286.0M0.04%
226
ADBEADOBE SYS INC
1,158$283.0M0.04%
227
WDAYWORKDAY INC COM
2,122$282.0M0.04%
228
NVSNNOVARTIS AG ADR
3,207$280.0M0.04%
229
L-3 COMMUNICATIONS HLDGS INC
1,472$280.0M0.04%
230
WRKUSDWESTROCK CO COM
6,481$278.0M0.04%
231
VODVODAFONE GROUP NEW ADR F
14,443$273.0M0.04%
232
MPCMARATHON PETE CORP
3,854$271.0M0.04%
233
VENVENTAS INC
4,599$271.0M0.04%
234
BDXBECTON DICKINSON & CO COM
1,171$270.0M0.04%
235
NXPINXP SEMICONDUCTORS NV COM
3,573$268.0M0.04%
236
NOCNORTHROP GRUMMAN CORP COM
1,017$266.0M0.04%
237
SCHESCHWAB EMERGING MARKET EQ ETF
10,875$259.0M0.03%
238
FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF
6,909$258.0M0.03%
239
ISHARES IBONDS DEC 2020 TERM CORPORATE ETF
10,152$254.0M0.03%
240
TJXTJX COS INC NEW COM
2,313$254.0M0.03%
241
AAXJISHARES MSCI ASIA EX JAPAN
4,045$253.0M0.03%
242
FUNDSPROTT FOCUS TR INC COM
37,350$251.0M0.03%
243
KEYKEYCORP NEW COM
13,778$248.0M0.03%
244
GKOSGLAUKOS CORP COM
4,275$248.0M0.03%
245
AQLTISHARES U.S. HEALTHCARE PROVIDERS ETF
1,298$247.0M0.03%
246
AXGNAXOGEN INC COM
6,607$245.0M0.03%
247
XLBMATERIALS SELECT SECTOR SPDR
4,668$245.0M0.03%
248
ISHARES IBONDS DEC 2021 TERM CORPORATE ETF
10,021$244.0M0.03%
249
AIGAMERICAN INTL GROUP INC COM NEW
5,878$242.0M0.03%
250
LRCXEURLAM RESEARCH CORP
1,705$242.0M0.03%
251
IAUISHARES IBONDS DEC 2022 TERM CORPORATE ETF
9,908$240.0M0.03%
252
VNQVANGUARD REIT INDEX ETF
3,064$240.0M0.03%
253
PEOEXELON CORP COM
5,429$238.0M0.03%
254
YUMYUM! BRANDS INC
2,636$238.0M0.03%
255
BIIBBIOGEN IDEC INC
781$238.0M0.03%
256
ISHARES IBONDS DEC 2019 TERM CORPORATE ETF
9,541$237.0M0.03%
257
GOVERNMENT PPTYS INCOME TR COM SHS BEN INT
26,700$236.0M0.03%
258
RANDGOLD RES LTD ADR
3,000$236.0M0.03%
259
VMWEURVMWARE INC CL A CLASS A
1,646$231.0M0.03%
260
CMECHICAGO MERCANTILE HLDGS INC
1,223$224.0M0.03%
261
PGRPROGRESSIVE CORP OHIO COM
85,411$222.0M0.03%
262
ISHARES IBONDS DEC 2018 TERM CORPORATE ETF
8,764$220.0M0.03%
263
BAXBAXTER INTL INC COM
3,462$218.0M0.03%
264
UNUSDUNILEVER N V N Y SHS NEW
4,034$217.0M0.03%
265
AVGOBROADCOM INC COM
952$212.0M0.03%Call
266
9990302DAPACHE CORP COM
5,499$208.0M0.03%
267
AGGISHARES AGGREGATE BOND ETF
1,987$208.0M0.03%
268
IQVIQVIA HLDGS INC COM
1,728$208.0M0.03%
269
ITBISHARES DOW JONES US HOME CONST (ETF)
6,688$208.0M0.03%
270
AETNA INC COM
1,036$206.0M0.03%
271
EMREMERSON ELEC CO COM
3,027$205.0M0.03%
272
PPLPPL CORP COM
6,739$205.0M0.03%
273
FORTERRA INC COM
45,000$203.0M0.03%
274
GGGGRACO INC COM
4,953$201.0M0.03%
275
IGVISHARES S&P NORTH AMER TECH-SOFTWARE
1,099$201.0M0.03%
276
MNSTMONSTER BEVERAGE CORP NEW COM
3,812$201.0M0.03%
277
KMIKINDER MORGAN INC
11,786$201.0M0.03%
278
DDOMINION RESOURCES INC
2,762$199.0M0.03%
279
TWENTY FIRST CENTY FOX INC CL A
4,374$199.0M0.03%
280
ON1OLD NATL BANCORP IND
11,160$199.0M0.03%
281
IXNISHARES GLOBAL TECH ETF
1,241$199.0M0.03%
282
WBAWALGREENS BOOTS ALLIANCE INC COM
2,405$192.0M0.03%
283
INSPINSPIRE MED SYS INC COM
4,756$191.0M0.03%
284
KSUEURKANSAS CITY SOUTHERN COM NEW
1,855$189.0M0.03%
285
ACNACCENTURE LTD BERMUDA CL A
1,195$188.0M0.03%
286
CTLEURCENTURYLINK INC COM
9,011$186.0M0.03%
287
VTVANGUARD TOTAL WORLD STOCK ETF
2,662$186.0M0.03%
288
RFREGIONS FINANCIAL CORP NEW
10,919$183.0M0.02%
289
DBOINVESCO DB OIL FUND
15,000$183.0M0.02%
290
SHWSHERWIN WILLIAMS CO COM
459$181.0M0.02%
291
BXUSDBLACKSTONE GROUP LP
5,559$179.0M0.02%
292
ALSALLSTATE CORP
1,859$178.0M0.02%
293
ROMPROSHARES ULTRA TECHNOLOGY
1,770$177.0M0.02%
294
SCZISHARES MSCI EAFE SMALL CAP ETF
3,091$174.0M0.02%
295
CHTRCHARTER COMMUNICATIONS INC NEW CL A
539$173.0M0.02%
296
DALDELTA AIR LINES INC DEL CMN
3,163$173.0M0.02%
297
ALBALBEMARLE CORP
1,731$171.0M0.02%
298
LOWLOWES COS INC COM
1,791$170.0M0.02%
299
VCRVANGUARD CONSUMER DISCRETIONARY
1,049$170.0M0.02%
300
SCHBSCHWAB U.S. BROAD MARKET ETF
2,606$169.0M0.02%
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