Valeo Financial Advisors, LLC Q3 2023 Filing

Filed October 20, 2023

Portfolio Value

$2.2B

Holdings

619

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (619 positions)

StockValue
PEOEXELON CORP COM
$266K
PFFISHARES S&P U.S. PREFERRED STOCK ETF
$265K
CPCANADIAN PAC RAILWAYLTD
$265K
BF/BBROWN FORMAN CORP CL B
$263K
YETIYETI HLDGS INC COM
$261K
IJKISHARES S&P MIDCAP 400 GROWTH INDEX
$261K
XLVHEALTH CARE SELECT SECTOR SPDR
$258K
KNSLKINSALE CAP GROUP INC COM
$256K
FISFIDELITY NATL INFO SVCS
$254K
APHAMPHENOL CORP CL A
$253K
HEIHEICO CORP NEW COM
$250K
CLWCLEARWATER PAPER CORP COM
$250K
BILLBILL HOLDINGS INC COM
$250K
ECLECOLAB INC COM
$249K
DKNGDRAFTKINGS INC NEW COM CL A
$248K
ULTAULTA SALON COSMETICS & FRAGRANCE INC COM
$248K
EVRGEVERGY INC COM
$247K
PRFPOWERSHARES FTSE RAFI US 1000
$246K
SNPSSYNOPSYS INC COM
$243K
BMOBANK OF MONTREAL
$242K
EXECHESAPEAKE ENERGY CORP COM
$242K
FTCSFIRST TRUST CAPITAL STRENGTH ETF
$242K
XLUUTILITIES SELECT SECTOR SPDR
$240K
DHID R HORTON INC
$238K
PRFZPOWERSHARES FTSE RAFI US 1500 S/M PT
$237K
WMBWILLIAMS COS INC COM
$237K
ATECALPHATEC HLDGS INC COM NEW
$235K
HLNHALEON PLC SPON ADS
$235K
SPHQINVESCO S&P 500 QUALITY ETF
$235K
RELXRELX PLC SPONSORED ADR
$234K
FNCLFIDELITY MSCI FINANCIALS INDEX ETF
$234K
VMWEURVMWARE INC CL A CLASS A
$234K
SLYVSPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETF
$234K
BALLBALL CORP COM
$233K
VOEVANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF
$232K
KVUEKENVUE INC COM
$232K
TDTORONTO DOMINION BANK
$230K
WDCWESTERN DIGITAL CORP. COM
$228K
DOCUSDPHYSICIANS RLTY TR COM
$226K
ADSKAUTODESK INC
$224K
EXREXTRA SPACE STORAGE INC
$224K
BUDANHEUSER BUSCH
$223K
DC4DEXCOM INC COM
$221K
BCEBCE INC COM NEW
$220K
WRKUSDWESTROCK CO COM
$220K
WYNNWYNN RESORTS LTD
$219K
VGKVANGUARD EUROPEAN
$219K
MSIMOTOROLA SOLUTIONS INC COM NEW
$219K
AXONTASER INTERNATIONAL INC
$219K
EDCONSOLIDATED EDISON INC COM
$219K
EWEDWARDS LIFESCIENCES CORP COM
$217K
LWLAMB WESTON HLDGS INC COM
$216K
AZOAUTOZONE INC NEV
$216K
ZSZSCALER INC COM
$214K
AG8AGILENT TECH INC
$213K
AJGGALLAGHER ARTHUR J &CO
$213K
VODVODAFONE GROUP NEW ADR F
$213K
0J7QIAC INC COM NEW
$213K
GWWGRAINGER W W INC COM
$212K
SBACSBA COMMUNICATIONS CP
$212K
KMIKINDER MORGAN INC
$212K
PACWUSDPACWEST BANCORP DEL COM
$210K
SMCSUMMIT MIDSTREAM PARTNERS LP COM UNIT LTD
$209K
VFHVANGUARD FINANCIALS ETF
$208K
NINISOURCE INC COM
$208K
IJSISHARES S&P SMALLCAP 600 VALUE ETF
$206K
GPNGLOBAL PAYMENTS INC
$206K
LOVELOVESAC COMPANY COM
$205K
ALCALCON AG ORD SHS
$205K
ITBISHARES DOW JONES US HOME CONST (ETF)
$203K
TIPISHARES TIPS BOND ETF
$203K
HWMHOWMET AEROSPACE INC COM
$202K
VRSKVERISK ANALYTICS INCCL A
$202K
DFAIDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
$201K
RIGTRANSOCEAN
$194K
CCLCARNIVAL CORP
$185K
MVISMICROVISION INC DEL COM NEW
$185K
VTRSVIATRIS INC COM
$178K
RITMNEW RESIDENTIAL INVESTMENT CORP
$175K
SMFGSUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M2098
$169K
TAKTAKEDA PHARMA CO ADR XXX MANDATORY EXCHANGE
$164K
NIONIO INC SPON ADS
$162K
SANBANCO SANTANDER CENT HISP
$149K
TCPCBLACKROCK TCP CAPITAL CORP COM
$144K
INGING GROEP NV ADR
$138K
NUVNUVEEN MUN VALUE FD
$132K
BBVABANCO BILBAO VIZCAYAARGENTARIA SA ADS EACH REPR 1 ORD EUR0.49
$129K
VTNRUSDVERTEX ENERGY INC COM
$125K
MMUWESTERN ASSET MANAGED MUNS FD INC
$123K
MFGMIZUHO FINANCIAL GROUP INC SPONSORED ADR
$112K
MGNIMAGNITE INC COM
$112K
PMLPIMCO MUN INCOME FD II COM
$112K
LYGLLOYDS TSB GROUP PLC
$111K
BCSBARCLAYS PLC ADR
$104K
KOSKOSMOS ENERGY LTD COM
$104K
CGCCANOPY GROWTH CORP COM
$93K
NOKNOKIA CORP SPONSORED ADR
$92K
FSCOFS CREDIT OPPORTUNITIES CORP COMMON STOCK
$82K
ERICERICSSON ADR B SEK 10
$72K
NWGROYAL BANK OF SCOTLAND
$68K
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