Valeo Financial Advisors, LLC Q3 2024 Filing

Filed October 10, 2024

Portfolio Value

$3.5T

Holdings

691

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (691 positions)

#StockSharesValue% PortfolioType
101
XLFFINANCIAL SELECT SECTOR SPDR
77,924$3.5B0.10%
102
AMDADVANCED MICRO DEVICES INC COM
20,959$3.4B0.10%
103
CLOZPANAGRAM BBB-B CLO ETF
127,764$3.4B0.10%
104
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
52,957$3.4B0.10%
105
IVEISHARES S&P 500 VALUE ETF
17,097$3.4B0.10%
106
GEGE AEROSPACE COM NEW
17,759$3.3B0.10%
107
DEDEERE & CO COM
7,995$3.3B0.10%
108
BLKBLACKROCK INC
3,467$3.3B0.09%
109
QCOMQUALCOMM INC
43,644$3.3B0.09%
110
TAT&T INC COM
143,995$3.2B0.09%
111
SCHXSCHWAB STRATEGIC TR US LRG CAP ETF
46,101$3.1B0.09%
112
SBUXSTARBUCKS CORP
62,520$3.1B0.09%
113
IBMINTL BUSINESS MACHINES
14,000$3.1B0.09%
114
VBVANGUARD SMALL CAP ETF
12,997$3.1B0.09%
115
NKENIKE INC CLASS B
34,831$3.1B0.09%
116
IVWISHARES S&P 500 GROWTH ETF
32,007$3.1B0.09%
117
EPDENTERPRISE PRODS PARTNERS L P
105,033$3.1B0.09%
118
DYHTARGET CORP COM
19,227$3.0B0.09%
119
VRTXVERTEX PHARMACEUTICALS IN
6,425$3.0B0.09%
120
SYKSTRYKER CORP
8,102$2.9B0.08%
121
ACNACCENTURE PLC CLASS A
8,089$2.9B0.08%
122
INTCINTEL CORP COM
120,846$2.8B0.08%
123
WFCWELLS FARGO CO NEW COM
48,747$2.8B0.08%
124
TMOTHERMO FISHER SCIENTIFIC INC COM
4,348$2.7B0.08%
125
AQLTISHARES DJ SELECT DIVIDEND
19,485$2.6B0.08%
126
LOWLOWES COS INC COM
9,522$2.6B0.07%
127
TJXTJX COS INC NEW COM
21,148$2.5B0.07%
128
MDLZMONDELEZ INTL INC CL A
33,698$2.5B0.07%
129
COPCONOCOPHILLIPS COM
23,563$2.5B0.07%
130
SCHWCHARLES SCHWAB CORP
38,262$2.5B0.07%
131
XLEENERGY SELECT SECTOR SPDR
28,180$2.5B0.07%
132
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF
29,436$2.4B0.07%
133
EQIXEQUINIX INC COM
2,741$2.4B0.07%
134
NEENEXTERA ENERGY INC COM
27,733$2.3B0.07%
135
GTLBGITLAB INC CLASS A COM
44,228$2.3B0.06%
136
SPGIS&P GLOBAL INC COM
4,365$2.3B0.06%
137
DUKDUKE ENERGY CORP NEW COM NEW
19,406$2.2B0.06%
138
IWRISHARES TR RUSSELL MIDCAP INDEX FD
25,371$2.2B0.06%
139
LINLINDE PLC SHS
4,687$2.2B0.06%
140
MOALTRIA GROUP INC COM
43,443$2.2B0.06%
141
ITOTISHARES TR S&P 1500 INDEX FD
17,397$2.2B0.06%
142
VGTVANGUARD INFORMATION TECHNOLOGY
3,716$2.2B0.06%
143
FFORD MOTOR COMPANY
203,633$2.2B0.06%
144
HSYHERSHEY CO COM
11,207$2.1B0.06%
145
BXBLACKSTONE GROUP LP
14,021$2.1B0.06%
146
MIGAMICROSTRATEGY INC CL A NEW
12,540$2.1B0.06%Call
147
FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
29,421$2.1B0.06%
148
TXNTEXAS INSTRS INC COM
10,109$2.1B0.06%
149
CMCSACOMCAST CORP NEW CL A
83,464$2.1B0.06%
150
ADPAUTOMATIC DATA PROCESSING INC COM
7,486$2.1B0.06%
151
ELVELEVANCE HEALTH INC COM
3,973$2.1B0.06%
152
XLYCONSUMER DISCRETIONARY SEL SECTOR SPDR FD
10,274$2.1B0.06%
153
ARESARES MANAGEMENT CORPORATION CL A COM STK
13,190$2.1B0.06%
154
GISGENERAL MLS INC COM
27,518$2.0B0.06%
155
ISRGINTUITIVE SURGICAL, INC.
4,119$2.0B0.06%
156
HIHILLENBRAND INCORPORATED
72,303$2.0B0.06%
157
WMWASTE MANAGEMENT INC
9,445$2.0B0.06%
158
UBERUBER TECHNOLOGIES INC COM
25,635$1.9B0.05%
159
CLOXPANAGRAM AAA CLO ETF
74,900$1.9B0.05%
160
PSXPHILLIPS 66
14,527$1.9B0.05%
161
CITCINTAS CORP
9,267$1.9B0.05%
162
GDGENERAL DYNAMICS CORP COM
6,263$1.9B0.05%
163
XLIINDUSTRIAL SELECT SECTOR SPDR
13,830$1.9B0.05%
164
KMBKIMBERLY-CLARK CORP COM
13,025$1.9B0.05%
165
NSCNORFOLK SOUTHERN CRP
7,446$1.9B0.05%
166
BSXBOSTON SCIENTIFIC CORP
21,852$1.8B0.05%Put
167
AMATAPPLIED MATLS INC COM
9,011$1.8B0.05%
168
SNOWSNOWFLAKE INC CL A
15,720$1.8B0.05%
169
NOWSERVICENOW INC COM
2,005$1.8B0.05%
170
AFLAFLAC INC COM
16,006$1.8B0.05%
171
CVSCVS HEALTH CORP COM
28,457$1.8B0.05%
172
DWDMORGAN STANLEY
16,666$1.7B0.05%
173
VBKVANGUARD SMALL-CAP GROWTH ETF
6,436$1.7B0.05%
174
ASMLASML HOLDING N V N Y REGISTRY SHS
2,046$1.7B0.05%
175
BPBP PLC SPONSORED ADR
54,252$1.7B0.05%
176
LENLENNAR CORP CL A
9,038$1.7B0.05%
177
GQ9SPDR GOLD ETF
6,955$1.7B0.05%
178
IWPISHARES RUSSELL MIDCAP GROWTH ETF
14,288$1.7B0.05%
179
SHELROYAL DUTCH SHELL PLC-ADR
25,123$1.7B0.05%
180
VEUVANGUARD FTSE ALL-WORLD EX-US
25,928$1.6B0.05%
181
ICFISHARES COHEN & STEERS RLTY
24,779$1.6B0.05%
182
IWOISHARES RUSSELL 2000 GROWTH INDEX
5,751$1.6B0.05%
183
REGNREGENERON PHARMACEUTICALS INC
1,547$1.6B0.05%
184
CSXCSX CORP
46,920$1.6B0.05%
185
USIGISHARES CREDIT BOND ETF
30,789$1.6B0.05%
186
BMYBRISTOL-MYERS SQUIBB CO COM
49,733$1.6B0.05%
187
MDTMEDTRONIC PLC SHS
17,798$1.6B0.05%
188
SPGSIMON PROPERTY GROUP INC
9,444$1.6B0.05%
189
GEVGE VERNOVA INC COM
6,242$1.6B0.05%
190
TBLLINVESCO SHORT TERM TREASURY ETF
14,874$1.6B0.04%
191
ZTSZOETIS INC COM CL A
8,028$1.6B0.04%
192
INTUINTUIT INC
2,435$1.5B0.04%
193
DFUVDIMENSIONAL US MARKETWIDE VALUE ETF
36,198$1.5B0.04%
194
MPCMARATHON PETE CORP
9,107$1.5B0.04%
195
CBCHUBB LIMITED COM
5,137$1.5B0.04%
196
KHCKRAFT HEINZ CO COM
41,957$1.5B0.04%
197
SOSOUTHERN CO COM
16,328$1.5B0.04%
198
ZBHZIMMER HLDGS INC
13,624$1.5B0.04%
199
CICIGNA CORP
4,080$1.4B0.04%
200
AEPAMERICAN ELEC PWR CO INC COM
13,687$1.4B0.04%
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