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
201
PYPLPAYPAL HLDGS INC COM
40,938$1.4B0.04%
202
NXPINXP SEMICONDUCTORS NV COM
5,841$1.4B0.04%
203
SHOPSHOPIFY INC CL A
17,289$1.4B0.04%
204
MMM3M CO COM
10,115$1.4B0.04%
205
PLTRPALANTIR TECHNOLOGIES INC CL A
36,853$1.4B0.04%
206
ORLYO REILLY AUTOMOTIVE INC
1,169$1.3B0.04%
207
LHLABORATORY CORP OF AMERICA
6,012$1.3B0.04%
208
ANFABERCROMBIE & FITCH CO CL A
9,287$1.3B0.04%
209
SCHVSCHWAB US LARGE CAP VALUE ETF
16,579$1.3B0.04%
210
SOXXISHARES SEMICONDUCTOR ETF
5,773$1.3B0.04%
211
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND
16,699$1.3B0.04%
212
SLBSCHLUMBERGER LTD COM STK
31,125$1.3B0.04%
213
SCHFSCHWAB INTERNATIONAL EQUITY ETF
31,573$1.3B0.04%
214
KEKIMBALL ELECTRONICS INC COM
69,279$1.3B0.04%
215
YUMYUM! BRANDS INC
9,126$1.3B0.04%
216
IWNISHARES RUSSELL 2000 VALUE
7,476$1.2B0.04%
217
7HPHP INC COM
34,684$1.2B0.04%
218
USBUS BANCORP DEL COM NEW
27,193$1.2B0.04%
219
EMREMERSON ELEC CO COM
11,368$1.2B0.04%
220
NOCNORTHROP GRUMMAN CORP COM
2,352$1.2B0.04%
221
CLCOLGATE PALMOLIVE CO COM
11,928$1.2B0.04%
222
EFGISHARES MSCI EAFE GROWTH INDEX ETF
11,445$1.2B0.04%
223
BKNGBOOKING HOLDINGS INC COM
292$1.2B0.04%
224
USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
32,500$1.2B0.03%
225
AZNASTRAZENECA PLC- SPONS ADR
15,657$1.2B0.03%
226
SCHGSCHWAB US LARGE CAP GROWTH ETF
11,669$1.2B0.03%
227
PNCPNC FINL SVCS GROUP INC COM
6,563$1.2B0.03%
228
MRSHMARSH & MCLENNAN COS INC COM
5,391$1.2B0.03%
229
CMGCHIPOTLE MEXICAN GRILL INC
20,708$1.2B0.03%
230
KEYKEYCORP COM
98,200$1.2B0.03%
231
TRVTRAVELERS COMPANIES INC COM
5,034$1.2B0.03%
232
VCITVANGUARD INTERMEDIATE TERM CORP BOND FD ETF
14,038$1.2B0.03%
233
KELKELLANOVA COM
14,349$1.2B0.03%
234
VDEVANGUARD ENERGY
9,451$1.2B0.03%
235
INSPINSPIRE MED SYS INC COM
5,423$1.1B0.03%
236
THFFTERRE HAUTE FIRST FINANCIAL
26,054$1.1B0.03%
237
AMTAMERICAN TOWER CORP
4,908$1.1B0.03%
238
TMUST-MOBILE US INC COM
5,387$1.1B0.03%
239
VIGVANGUARD DIVIDEND APPRECIATION ETF
5,557$1.1B0.03%
240
SHWSHERWIN WILLIAMS CO COM
2,868$1.1B0.03%
241
GMGENERAL MOTORS CORP
113,555$1.1B0.03%
242
AVUVAVANTIS U.S. SMALL CAP VALUE ETF
11,323$1.1B0.03%
243
DALDELTA AIR LINES INC DEL CMN
21,348$1.1B0.03%
244
XLFICONSUMER STAPLES SELECT SECTOR SPDR
13,054$1.1B0.03%
245
ACWIISHARES TR MSCI ACWIINDEX FD
9,036$1.1B0.03%
246
ICEINTERCONTINENTAL EXCH INTL
6,684$1.1B0.03%
247
DFASDIMENSIONAL U.S. SMALL CAP ETF
16,534$1.1B0.03%
248
SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
42,483$1.1B0.03%
249
EAGGISHARES ESG AWARE US AGGREGATE BOND ETF
21,975$1.1B0.03%
250
PHPARKER-HANNIFIN CORP COM
1,684$1.1B0.03%
251
VHTVANGUARD HEALTH CARE ETF
3,767$1.1B0.03%
252
DONSPDR DOW JONES INDUSTRIAL ETF
2,508$1.1B0.03%
253
ADIANALOG DEVICES INC COM
4,548$1.0B0.03%
254
LULULULULEMON ATHLETICA INC
3,858$1.0B0.03%
255
GKOSGLAUKOS CORP COM
7,877$1.0B0.03%
256
SPYDSPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
22,426$1.0B0.03%
257
SCHDSCHWAB US DIVIDEND EQUITY ETF
12,086$1.0B0.03%
258
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND
11,243$1.0B0.03%
259
MARMARRIOTT INTL INC
4,084$1.0B0.03%
260
DFIVDIMENSIONAL INTERNATIONAL VALUE ETF
26,513$1.0B0.03%
261
ETRENTERGY CORP NEW COM
7,663$1.0B0.03%
262
PGRPROGRESSIVE CORP COM
3,966$1.0B0.03%
263
OXYOCCIDENTAL PETE CORP COM
19,525$1.0B0.03%Call
264
MUMICRON TECHNOLOGY
9,589$994.4M0.03%
265
CARRCARRIER GLOBAL CORPORATION COM
12,244$985.5M0.03%
266
XLVHEALTH CARE SELECT SECTOR SPDR
6,392$984.5M0.03%
267
BAC 7.25 PERP LBK OF AMERICA CORP 7.25 CNV PFD
93,075$977.1M0.03%
268
TTWOTAKE-TWO INTERACTIVE SOFTWARE COM
6,346$975.4M0.03%
269
DELLDELL TECHNOLOGIES INC CL C
8,165$967.9M0.03%
270
FDNFIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD
4,552$964.3M0.03%
271
VCRVANGUARD CONSUMER DISCRETIONARY
2,796$952.0M0.03%
272
FCXFREEPORT MCMORAN COPPER
18,970$948.0M0.03%
273
OBDCBLUE OWL CAPITAL CORPORATION COM
65,000$947.0M0.03%
274
DEODIAGEO PLC
32,658$945.4M0.03%
275
DFUSDIMENSIONAL U.S. EQUITY MARKET ETF
15,183$944.4M0.03%
276
UBSUBS AG NEW F
29,893$924.0M0.03%
277
ULUNILEVER PLC SPON ADR NEW
14,120$917.2M0.03%
278
APDAIR PRODS & CHEMS INC COM
3,072$914.6M0.03%
279
DDOMINION RESOURCES INC
15,736$909.4M0.03%
280
AIGAMERICAN INTL GROUP INC COM NEW
14,585$879.4M0.03%
281
TTDTHE TRADE DESK INC COM CL A
7,989$876.0M0.02%
282
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF
4,305$872.9M0.02%
283
BALLBALL CORP COM
12,806$869.6M0.02%
284
MCHPMICROCHIP TECHNOLOGY INC
10,761$864.0M0.02%
285
TFCTRUIST FINL CORP COM
20,025$856.5M0.02%
286
ESGDISHARES ESG AWARE MSCI EAFE ETF
10,132$852.8M0.02%
287
CINFCINCINNATI FINL CORP COM
6,263$852.5M0.02%
288
MLB1MERCADOLIBRE INC
414$850.0M0.02%
289
IAU*ISHARES GOLD TRUST ETF
16,934$841.6M0.02%
290
DOWDOW INC COM
15,354$838.8M0.02%
291
MCOMOODYS CORP
1,764$837.2M0.02%
292
SNYSANOFI SA
14,472$834.0M0.02%
293
INBKFIRST INTERNET BANCORP
24,278$831.8M0.02%
294
METMETLIFE INC COM
10,043$828.4M0.02%
295
LPXLOUISIANA PACIFIC
7,700$827.4M0.02%
296
FBTCFIDELITY WISE ORIGIN BITCOIN FUND
14,770$820.2M0.02%
297
FISVFISERV INC
4,545$816.5M0.02%
298
WFC 7.5 PERP LWELLS FARGO CO NEW PERP PFD CNV A
81,943$814.7M0.02%
299
CBZCBIZ INC COM
12,077$812.7M0.02%
300
RRYDER SYS INC COM
5,558$810.4M0.02%
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