Valeo Financial Advisors, LLC Q3 2020 Filing

Filed October 28, 2020

Portfolio Value

$1.1T

Holdings

1,629

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (1,629 positions)

#StockSharesValue% PortfolioType
201
DALDELTA AIR LINES INC DEL CMN
13,989$428.0M0.04%
202
INSPINSPIRE MED SYS INC COM
3,313$428.0M0.04%
203
AIGAMERICAN INTL GROUP INC COM NEW
15,532$428.0M0.04%
204
VTVANGUARD TOTAL WORLD STOCK ETF
5,292$427.0M0.04%
205
SOSOUTHERN CO COM
7,875$427.0M0.04%
206
DOCUSDPHYSICIANS RLTY TR COM
23,500$421.0M0.04%
207
ENBENBRIDGE INC COM
14,202$415.0M0.04%
208
CGCCANOPY GROWTH CORP COM
28,907$414.0M0.04%
209
CITCINTAS CORP
1,241$413.0M0.04%
210
SLBSCHLUMBERGER LTD COM
25,870$404.0M0.04%Call
211
XLUUTILITIES SELECT SECTOR SPDR
6,768$402.0M0.04%
212
ROKUROKU INC COM CL A
2,131$402.0M0.04%
213
AGGISHARES AGGREGATE BOND ETF
3,373$398.0M0.03%
214
HBANHUNTINGTON BANCSHARES INC COM
43,329$397.0M0.03%
215
NEMNEWMONT CORP COM
6,193$393.0M0.03%
216
FFORD MOTOR COMPANY
58,489$390.0M0.03%
217
IYWISHARES DJ US TECHNOLOGY
1,265$381.0M0.03%
218
HSYHERSHEY CO COM
2,644$379.0M0.03%
219
SCHFSCHWAB INTERNATIONAL EQUITY ETF
11,907$374.0M0.03%
220
OTISOTIS WORLDWIDE CORP COM
5,980$373.0M0.03%
221
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
6,268$366.0M0.03%
222
GABCGERMAN AMERICAN BANCORP
13,442$365.0M0.03%
223
CEF/UCENTRAL FUND OF CANADA LTD
19,675$361.0M0.03%
224
IAUUSDISHARES GOLD TRUST ETF
20,002$360.0M0.03%
225
FTVFORTIVE CORP COM
4,673$356.0M0.03%
226
DKNG1USDDRAFTKINGS INC COM CL A
5,964$351.0M0.03%
227
ZTSZOETIS INC COM CL A
2,103$348.0M0.03%
228
WYNNWYNN RESORTS LTD
4,783$343.0M0.03%Call
229
SCHESCHWAB EMERGING MARKET EQ ETF
12,753$341.0M0.03%
230
HYMBSPDR NUVEEN BLOOMBERG BARCLAYS HIGH YIELD MUNICIPAL BOND ETF
5,940$338.0M0.03%
231
0VVBCBS CORP CL B
12,045$337.0M0.03%
232
IWPISHARES RUSSELL MIDCAP GROWTH ETF
1,943$336.0M0.03%
233
TFCTRUIST FINL CORP COM
8,805$335.0M0.03%
234
NXPINXP SEMICONDUCTORS NV COM
2,685$335.0M0.03%
235
MPCMARATHON PETE CORP
11,398$334.0M0.03%Call
236
SPYDSPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
12,172$333.0M0.03%
237
CRSPCRISPR THERAPEUTICS AG NAMEN AKT
3,902$326.0M0.03%
238
NIONIO INC SPON ADS
15,361$326.0M0.03%Call
239
AMDADVANCED MICRO DEVICES INC COM
3,959$325.0M0.03%
240
LUVSOUTHWEST AIRLS CO COM
8,597$322.0M0.03%
241
TJXTJX COS INC NEW COM
5,728$319.0M0.03%
242
AWNADVANCE AUTO PARTS INC
2,037$313.0M0.03%
243
ESGVVANGUARD ESG U.S. STOCK ETF
5,027$311.0M0.03%
244
YUMCYUM CHINA HLDGS INC COM
5,794$307.0M0.03%
245
USBUS BANCORP DEL COM NEW
8,566$307.0M0.03%
246
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
3,769$306.0M0.03%
247
ENOVCOLFAX CORP
9,735$305.0M0.03%
248
BDXBECTON DICKINSON & CO COM
1,303$303.0M0.03%
249
VOVANGUARD MID CAP
1,714$302.0M0.03%
250
AVGOBROADCOM INC COM
814$297.0M0.03%
251
KMIKINDER MORGAN INC
23,969$295.0M0.03%Call
252
AFLAFLAC INC COM
8,129$295.0M0.03%
253
IBBISHARES NASDAQ BIOTECHNOLOGY
2,172$294.0M0.03%
254
REGNREGENERON PHARMACEUTICALS INC
519$291.0M0.03%
255
AONAON CORP
1,381$285.0M0.02%
256
WMWASTE MANAGEMENT INC
2,513$284.0M0.02%
257
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF
5,227$284.0M0.02%
258
FITBFIFTH THIRD BANCORP
13,278$283.0M0.02%
259
CARRCARRIER GLOBAL CORPORATION COM
9,197$281.0M0.02%
260
AMTAMERICAN TOWER CORP
1,151$278.0M0.02%
261
BUDANHEUSER BUSCH
5,108$275.0M0.02%Call
262
SONYSONY CORP SPONSORED ADR
3,588$275.0M0.02%
263
FSKFS KKR CAPITAL CORP COM
17,342$275.0M0.02%
264
BAXBAXTER INTL INC COM
3,422$275.0M0.02%
265
UBERUBER TECHNOLOGIES INC COM
7,448$272.0M0.02%
266
CLCOLGATE PALMOLIVE CO COM
3,496$270.0M0.02%
267
AWMSKYWORKS SOLUTIONS INC COM
1,843$268.0M0.02%
268
AQLTISHARES U.S. HEALTHCARE PROVIDERS ETF
1,298$262.0M0.02%
269
BKNGPRICELINE.COM INC
153$262.0M0.02%
270
TWLOTWILIO INC CL A
1,063$262.0M0.02%Put
271
ULUNILEVER PLC SPON ADR NEW
4,234$261.0M0.02%
272
SNYSANOFI SA
5,185$260.0M0.02%
273
ON1OLD NATL BANCORP IND
20,631$259.0M0.02%
274
ETNEATON CORP PLC SHS
2,525$257.0M0.02%
275
EMREMERSON ELEC CO COM
3,872$254.0M0.02%
276
METMETLIFE INC COM
6,780$252.0M0.02%
277
FMBFIRST TRUST MANAGED MUNICIPAL ETF
4,500$250.0M0.02%
278
PANWPALO ALTO NETWORKS INC COM
1,018$249.0M0.02%
279
OIHMKT VECTORS OIL SERVICES
2,542$248.0M0.02%Call
280
IWSISHARES RUSSELL MIDCAP VALUE INDEX
3,036$245.0M0.02%
281
PNCPNC FINL SVCS GROUP INC COM
2,224$244.0M0.02%
282
SGENUSDSEATTLE GENETICS INC
1,232$241.0M0.02%
283
COPCONOCOPHILLIPS COM
7,304$240.0M0.02%
284
VNQVANGUARD REIT INDEX ETF
3,025$239.0M0.02%
285
GKOSGLAUKOS CORP COM
4,800$238.0M0.02%
286
VCITVANGUARD INTERMEDIATE TERM CORP BOND FD ETF
2,434$233.0M0.02%
287
XLREREAL ESTATE SELECT SECTOR SPDR FUND
6,583$232.0M0.02%
288
SCZISHARES MSCI EAFE SMALL CAP ETF
3,913$231.0M0.02%
289
VYXNCR CORP
10,410$230.0M0.02%
290
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
2,500$230.0M0.02%
291
SHOPSHOPIFY INC CL A
225$230.0M0.02%
292
PENNPENN NATL GAMING INC
3,147$229.0M0.02%
293
PSXPHILLIPS 66
4,415$229.0M0.02%
294
GSKGLAXOSMITHKLINE PLC SPONSORED ADR
6,069$228.0M0.02%
295
IQVIQVIA HLDGS INC COM
1,449$228.0M0.02%
296
LNCLINCOLN NATL CORP IND COM
7,255$227.0M0.02%
297
GILDGILEAD SCIENCES INC
3,579$226.0M0.02%
298
MCOMOODYS CORP
765$222.0M0.02%
299
WELLWELLTOWER INC COM
4,033$222.0M0.02%
300
XYZSQUARE INC CL A
1,366$222.0M0.02%
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