Valeo Financial Advisors, LLC Q3 2023 Filing

Filed October 20, 2023

Portfolio Value

$2.2T

Holdings

619

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (619 positions)

#StockSharesValue% PortfolioType
201
AMATAPPLIED MATLS INC COM
7,506$1.0B0.05%
202
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND
16,699$1.0B0.05%
203
RCM1USDR1 RCM INC COM
67,991$1.0B0.05%
204
INTUINTUIT INC
2,005$1.0B0.05%
205
ISRGINTUITIVE SURGICAL, INC.
3,492$1.0B0.05%
206
YUMYUM! BRANDS INC
8,088$1.0B0.05%
207
DFIVDIMENSIONAL INTERNATIONAL VALUE ETF
30,751$1.0B0.05%
208
NOWSERVICENOW INC COM
1,780$995.1M0.05%
209
AIGAMERICAN INTL GROUP INC COM NEW
16,310$988.4M0.05%
210
VIGVANGUARD DIVIDEND APPRECIATION ETF
6,326$982.9M0.04%
211
BKNGBOOKING HOLDINGS INC COM
317$978.2M0.04%
212
VGTVANGUARD INFORMATION TECHNOLOGY
2,348$974.0M0.04%
213
DDOMINION RESOURCES INC
21,581$964.0M0.04%
214
BSXBOSTON SCIENTIFIC CORP
21,106$956.2M0.04%Put
215
NMFCNEW MOUNTAIN FIN CORP
73,250$948.6M0.04%
216
ACWIISHARES TR MSCI ACWIINDEX FD
10,228$944.7M0.04%
217
MRSHMARSH & MCLENNAN COS INC COM
4,963$944.5M0.04%
218
NXPINXP SEMICONDUCTORS NV COM
4,723$944.2M0.04%
219
ASMLASML HOLDING N V N Y REGISTRY SHS
1,584$932.7M0.04%
220
USBUS BANCORP DEL COM NEW
28,172$931.4M0.04%
221
EAGGISHARES ESG AWARE US AGGREGATE BOND ETF
20,558$931.3M0.04%
222
SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
39,089$929.1M0.04%
223
SPGSIMON PROPERTY GROUP INC
8,595$928.5M0.04%
224
CITCINTAS CORP
1,920$923.5M0.04%
225
EXPIEXP WORLD HLDGS INC COM
56,491$917.4M0.04%
226
HSYHERSHEY CO COM
4,570$914.3M0.04%
227
VHTVANGUARD HEALTH CARE ETF
3,876$911.3M0.04%
228
VOVANGUARD MID CAP
4,344$904.6M0.04%
229
INSPINSPIRE MED SYS INC COM
4,472$887.4M0.04%
230
PNCPNC FINL SVCS GROUP INC COM
7,154$878.3M0.04%
231
SCHFSCHWAB INTERNATIONAL EQUITY ETF
25,836$877.4M0.04%
232
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF
6,218$868.7M0.04%
233
DFASDIMENSIONAL U.S. SMALL CAP ETF
16,294$855.3M0.04%
234
SCHGSCHWAB US LARGE CAP GROWTH ETF
11,501$836.3M0.04%
235
BDXBECTON DICKINSON & CO COM
3,177$821.4M0.04%
236
MSBIMIDLAND STATES BANCORP INC COM
39,866$818.8M0.04%
237
CBCHUBB LIMITED COM
3,915$814.9M0.04%
238
DOWDOW INC COM
15,718$810.4M0.04%
239
SOSOUTHERN CO COM
12,440$805.1M0.04%
240
CLMTUSDCALUMET SPCLTY PRDCTS PRTNRS
41,823$798.8M0.04%
241
AONAON CORP
2,431$788.0M0.04%
242
GQ9SPDR GOLD ETF
4,582$785.6M0.04%
243
TFCTRUIST FINL CORP COM
27,359$782.7M0.04%
244
IPINTERNATIONAL PAPER CO COM
22,018$781.0M0.04%
245
METMETLIFE INC COM
12,320$775.0M0.04%
246
TTENTOTAL SA ADR
11,785$775.0M0.04%
247
ESMLISHARES ESG AWARE MSCI USA SMALL-CAP ETF
22,841$768.6M0.04%
248
SCHDSCHWAB US DIVIDEND EQUITY ETF
10,842$767.2M0.03%
249
SPYDSPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
21,565$756.3M0.03%
250
XLIINDUSTRIAL SELECT SECTOR SPDR
7,440$754.3M0.03%
251
CBZCBIZ INC COM
14,475$751.3M0.03%
252
XCEMCOLUMBIA EM CORE EX-CHINA ETF
27,177$745.2M0.03%
253
SNYSANOFI SA
13,865$743.7M0.03%
254
ESGDISHARES ESG AWARE MSCI EAFE ETF
10,605$733.1M0.03%
255
BAC 7.25 PERP LBK OF AMERICA CORP 7.25 CNV PFD
92,955$731.9M0.03%
256
CLCOLGATE PALMOLIVE CO COM
10,161$722.6M0.03%
257
ADIANALOG DEVICES INC COM
4,124$722.0M0.03%
258
DGROISHARES CORE DIVIDEND GROWTH ETF
14,461$716.3M0.03%
259
ZTSZOETIS INC COM CL A
4,103$713.9M0.03%
260
FDNFIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD
4,460$711.9M0.03%
261
XLFICONSUMER STAPLES SELECT SECTOR SPDR
10,124$696.6M0.03%
262
NVSNNOVARTIS AG ADR
6,838$696.6M0.03%
263
SOXXISHARES SEMICONDUCTOR ETF
1,458$690.6M0.03%
264
MUMICRON TECHNOLOGY
10,124$688.7M0.03%
265
CLOZPANAGRAM BBB-B CLO ETF
26,291$687.3M0.03%
266
ICEINTERCONTINENTAL EXCH INTL
6,234$685.8M0.03%
267
GKOSGLAUKOS CORP COM
9,082$683.4M0.03%
268
KEYKEYCORP COM
62,782$675.5M0.03%
269
MLB1MERCADOLIBRE INC
528$669.9M0.03%
270
DFUSDIMENSIONAL U.S. EQUITY ETF
14,355$668.2M0.03%
271
MCOMOODYS CORP
2,098$663.3M0.03%
272
DONSPDR DOW JONES INDUSTRIAL ETF
1,979$662.9M0.03%
273
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
7,614$660.4M0.03%
274
TMUST-MOBILE US INC COM
4,688$656.6M0.03%
275
AMTAMERICAN TOWER CORP
3,965$652.0M0.03%
276
MCHPMICROCHIP TECHNOLOGY INC
8,308$648.4M0.03%
277
VIOOVANGUARD S&P SMALL-CAP 600 ETF
7,385$645.4M0.03%
278
EOGEOG RESOURCES INC
5,068$642.4M0.03%
279
QUALISHARES MSCI USA QUALITY FACTOR ETF
4,873$642.2M0.03%
280
ITWILLINOIS TOOL WKS INC COM
2,743$631.6M0.03%
281
FTNTFORTINET INC COM
10,744$630.5M0.03%
282
ESSESSEX PPTY TR REIT
2,964$628.6M0.03%
283
LRCXEURLAM RESEARCH CORP
986$618.1M0.03%
284
DALDELTA AIR LINES INC DEL CMN
16,695$617.7M0.03%
285
NUENUCOR CORP COM
3,948$617.3M0.03%
286
HBANHUNTINGTON BANCSHARES INC COM
59,112$614.8M0.03%
287
IQVIQVIA HLDGS INC COM
3,118$613.5M0.03%
288
FVRRFIVERR INTL LTD ORD SHS
24,730$605.1M0.03%
289
BMTABRITISH AMERICAN TOBACCO
19,127$600.8M0.03%
290
WFC 7.5 PERP LWELLS FARGO CO NEW PERP PFD CNV A
81,836$599.8M0.03%
291
RRYDER SYS INC COM
5,558$594.4M0.03%
292
GABCGERMAN AMERICAN BANCORP
21,667$587.0M0.03%
293
SGENUSDSEATTLE GENETICS INC
2,757$584.9M0.03%
294
CARRCARRIER GLOBAL CORPORATION COM
10,586$584.4M0.03%
295
DHDEFINITIVE HEALTHCARE CORP CLASS A COM
73,033$583.5M0.03%
296
IYRISHARES US REAL ESTATE ETF
7,406$578.7M0.03%
297
ESGVVANGUARD ESG U.S. STOCK ETF
7,680$577.7M0.03%
298
SDYSPDR SER TR S&P DIVID ETF
5,012$576.4M0.03%
299
TRVTRAVELERS COMPANIES INC COM
3,524$575.5M0.03%
300
SNCYSUN CTRY AIRLS HLDGS INC COM
38,637$573.4M0.03%
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