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
301
CLDRCLOUDERA INC COM
20,000$218.0M0.02%
302
IDXXIDEXX LABS INC
552$217.0M0.02%
303
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF
1,467$216.0M0.02%
304
IJTISHARES S&P SMALLCAP 600 GROWTH ETF
1,217$215.0M0.02%
305
OPLNKAR AUCTION SERVICES
14,873$214.0M0.02%
306
GMGENERAL MOTORS CORP
7,236$214.0M0.02%
307
COFCAPITAL ONE FINANCIAL CORP
2,976$214.0M0.02%
308
DDDUPONT DE NEMOURS INC COM
3,840$213.0M0.02%
309
MCHPMICROCHIP TECHNOLOGY INC
2,061$212.0M0.02%
310
APDAIR PRODS & CHEMS INC COM
711$212.0M0.02%
311
CVNACARVANA CO CL A
952$212.0M0.02%
312
VODVODAFONE GROUP NEW ADR F
15,627$210.0M0.02%
313
ETRENTERGY CORP NEW COM
2,098$207.0M0.02%
314
UBSIUNITED BANKSHARES INC W. VA
9,450$203.0M0.02%
315
FLOTEK INDS INC DEL COM
75,000$203.0M0.02%
316
VDCVANGUARD CONSUMER STAPLES ETF
1,233$201.0M0.02%
317
QUALISHARES MSCI USA QUALITY FACTOR ETF
1,934$201.0M0.02%
318
ARCIMOTO INC COM
30,487$201.0M0.02%
319
SDYSPDR SER TR S&P DIVID ETF
2,169$200.0M0.02%
320
PGRPROGRESSIVE CORP COM
2,100$199.0M0.02%
321
SJMJ M SMUCKER CO NEW
1,722$199.0M0.02%
322
DWDMORGAN STANLEY
4,097$198.0M0.02%
323
FTAIEURFORTRESS TRANS INFRST INVS LLC COM REP LTD LIAB
11,499$197.0M0.02%
324
VYMVANGUARD HIGH DIVIDEND YIELD
2,409$195.0M0.02%
325
CRWDCROWDSTRIKE HLDGS INC CL A
1,420$195.0M0.02%
326
AEPAMERICAN ELEC PWR CO INC COM
2,372$194.0M0.02%
327
DISCAUSDDISCOVERY HLDG CO
8,900$194.0M0.02%
328
BSXBOSTON SCIENTIFIC CORP
5,039$193.0M0.02%
329
CLXCLOROX CO DEL COM
917$193.0M0.02%
330
SOCLGLOBAL X FDS GLOBAL X SOCIAL MEDIA INDEX ETF
3,929$192.0M0.02%
331
TDOCTELADOC HEALTH INC COM
868$190.0M0.02%
332
BF/BBROWN FORMAN CORP CL B
2,520$190.0M0.02%
333
CONSTELLATION BRANDS INC CL B
1,000$189.0M0.02%
334
CABOCABLE ONE INC COM
100$189.0M0.02%
335
JETSU.S. GLOBAL JETS ETF
11,100$188.0M0.02%
336
NVTA1EURINVITAE CORP COM
4,335$188.0M0.02%
337
ARESARES MANAGEMENT CORPORATION CL A COM STK
4,569$185.0M0.02%
338
PRUPRUDENTIAL FINL INC
2,883$183.0M0.02%
339
ITWILLINOIS TOOL WKS INC COM
943$182.0M0.02%
340
NTLAINTELLIA THERAPEUTICS INC COM
9,082$181.0M0.02%
341
VCRVANGUARD CONSUMER DISCRETIONARY
761$179.0M0.02%
342
PHYS/USPROTT PHYSICAL GOLD TR UNIT
11,856$178.0M0.02%
343
LHXL3HARRIS TECHNOLOGIES INC COM
1,044$177.0M0.02%
344
USDPROSHARES ULTRA SEMICONDUCTORS
2,310$176.0M0.02%
345
GDXMARKET VECTORS GOLD MINERS INDEX ETF
4,474$175.0M0.02%Call
346
TROWT ROWE PRICE GROUP INC
1,350$173.0M0.02%
347
ALSALLSTATE CORP
1,836$173.0M0.02%
348
WENWENDYS CO COM
7,732$172.0M0.02%Call
349
GDXJMARKET VECTORS ETF TR JR GOLD MINERS ETF NEW
3,090$171.0M0.01%Call
350
EPRTESSENTIAL PPTYS RLTY TR INC COM
9,216$169.0M0.01%
351
UIUBIQUITI INC COM
1,000$167.0M0.01%
352
SLYVSPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETF
3,323$166.0M0.01%
353
AZNASTRAZENECA PLC- SPONS ADR
3,012$165.0M0.01%
354
FQIDIGITAL REALTY TRUST INC
1,117$164.0M0.01%
355
TWTRUSDTWITTER INC COM
3,677$164.0M0.01%
356
PLDPROLOGIS SHARE BENEFICIAL INT
1,619$163.0M0.01%
357
GNRCGENERAC HLDGS INC COM
835$161.0M0.01%Call
358
AMATAPPLIED MATLS INC COM
2,702$161.0M0.01%
359
TRVTRAVELERS COMPANIES INC COM
1,478$160.0M0.01%
360
VIOOVANGUARD S&P SMALL-CAP 600 ETF
1,230$159.0M0.01%
361
BAMBROOKFIELD ASSET MGMT INC COM VOTING
4,819$159.0M0.01%
362
GGGGRACO INC COM
2,591$159.0M0.01%
363
DGDOLLAR GEN CORP
754$158.0M0.01%
364
AEMAGNICO EAGLE MINES LTD COM
1,973$157.0M0.01%
365
APPNAPPIAN CORP CL A
2,410$156.0M0.01%
366
LYFTLYFT INC CL A COM
5,617$155.0M0.01%
367
IJSISHARES S&P SMALLCAP 600 VALUE ETF
1,262$154.0M0.01%
368
VBKVANGUARD SMALL-CAP GROWTH INDEX FUND
710$153.0M0.01%
369
MRNAMODERNA INC COM
2,161$153.0M0.01%
370
CMGCHIPOTLE MEXICAN GRILL INC
123$153.0M0.01%
371
ABXBARRICK GOLD CORP F
5,450$153.0M0.01%Call
372
ACWXISHARES MSCI ACWI EX US
3,309$152.0M0.01%
373
IXNISHARES GLOBAL TECH ETF
578$152.0M0.01%
374
BILLBILL COM HLDGS INC COM
1,500$150.0M0.01%
375
ATECALPHATEC HLDGS INC COM NEW
22,625$150.0M0.01%
376
PPLPPL CORP COM
5,445$148.0M0.01%
377
SUMMIT MIDSTREAM PARTNERS LP COM UNIT LTD
226,400$148.0M0.01%
378
UDOWPROSHARES ULTRAPRO DOW 30
1,902$148.0M0.01%
379
SPHQINVESCO S&P 500 QUALITY ETF
3,818$148.0M0.01%
380
ITBISHARES DOW JONES US HOME CONST (ETF)
2,588$147.0M0.01%
381
SLVISHARES SILVER TRUST ETF
6,791$147.0M0.01%
382
SOXXISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND
483$147.0M0.01%
383
ULTAULTA SALON COSMETICS & FRAGRANCE INC COM
651$146.0M0.01%
384
FBNDFIDELITY TOTAL BOND ETF
2,662$145.0M0.01%
385
PGXPOWERSHARES GLOBAL PREFERRED ETF
9,837$145.0M0.01%
386
UTGREAVES UTIL INCOME FD COM SH BEN INT
4,634$145.0M0.01%
387
ACHOWENS & MINOR INC NEW COM
5,772$145.0M0.01%
388
FHLCFIDELITY MSCI HEALTH CARE INDEX ETF
2,762$145.0M0.01%
389
VHTVANGUARD HEALTH CARE ETF
705$144.0M0.01%
390
ETSYETSY INC COM
1,184$144.0M0.01%
391
MLMMARTIN MARIETTA MATLS INC
604$142.0M0.01%
392
PGTIUSDPGT INNOVATIONS INC COM
8,131$142.0M0.01%
393
CTVACORTEVA INC COM
4,858$140.0M0.01%
394
SCHBSCHWAB U.S. BROAD MARKET ETF
1,756$140.0M0.01%
395
USMVISHARES MSCI USA MIN VOL FACTOR ETF
2,194$140.0M0.01%
396
KRKROGER CO COM
4,118$140.0M0.01%
397
RITMNEW RESIDENTIAL INVESTMENT CORP
17,500$139.0M0.01%
398
ANFABERCROMBIE & FITCH CO CL A
9,924$138.0M0.01%
399
ISRGINTUITIVE SURGICAL, INC.
195$138.0M0.01%
400
IPOAGBPVIRGIN GALACTIC HOLDINGS INC COM
7,175$138.0M0.01%
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