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
401
VTWOVANGUARD RUSSELL 2000 ETF
5,698$509.2M0.01%
402
KRKROGER CO COM
8,834$506.2M0.01%
403
PDIPIMCO DYNAMIC INCOME FD SHS
24,968$506.1M0.01%
404
HYSPIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD
5,275$503.8M0.01%
405
GSKGSK PLC SPONSORED ADR
12,287$502.3M0.01%
406
DFAIDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
15,798$502.0M0.01%
407
WSOWATSCO INC COM
1,020$501.7M0.01%
408
SCZISHARES MSCI EAFE SMALL CAP ETF
7,396$500.7M0.01%
409
AG8AGILENT TECH INC
3,365$499.6M0.01%
410
MSBIMIDLAND STATES BANCORP INC COM
22,016$492.7M0.01%
411
IWSISHARES RUSSELL MIDCAP VALUE INDEX
3,725$492.1M0.01%
412
OTISOTIS WORLDWIDE CORP COM
4,716$490.2M0.01%
413
PAYXPAYCHEX INC
3,607$484.0M0.01%
414
NEMNEWMONT CORP COM
8,969$479.4M0.01%
415
OREALTY INCOME CORP
7,536$477.9M0.01%
416
FANGDIAMONDBACK ENERGY INC COM
2,750$474.2M0.01%
417
FMBHFIRST MID ILL BANCSHARES INC COM
12,159$473.1M0.01%
418
DOCHEALTH CARE PPTY INVS INC
20,580$470.7M0.01%
419
WELLWELLTOWER INC COM
3,668$469.6M0.01%
420
TPLTEXAS PACIFIC LAND CORPORATION COM
529$468.0M0.01%
421
GPNGLOBAL PAYMENTS INC
4,530$464.0M0.01%
422
BHPBHP GROUP LTD SPONSORED ADS
7,439$462.0M0.01%
423
HUMHUMANA INC COM
1,458$461.8M0.01%
424
TXRHTEXAS ROADHOUSE INC COM
2,591$457.5M0.01%
425
ITGARTNER INC COM
899$455.6M0.01%
426
ECLECOLAB INC COM
1,780$454.5M0.01%
427
LUVSOUTHWEST AIRLS CO COM
15,289$453.0M0.01%
428
MNSTMONSTER BEVERAGE CORP NEW COM
8,667$452.2M0.01%
429
HALHALLIBURTON CO COM
90,352$452.0M0.01%
430
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
4,258$451.9M0.01%Call
431
IQVIQVIA HLDGS INC COM
1,908$451.6M0.01%
432
IUSGISHARES CORE S&P U.S. GROWTH ETF
3,416$450.5M0.01%
433
XLUUTILITIES SELECT SECTOR SPDR
5,566$449.6M0.01%
434
VLOVALERO ENERGY CORP
3,297$445.2M0.01%
435
MLMMARTIN MARIETTA MATLS INC
818$440.3M0.01%
436
CPACOPA HOLDINGS SA CL A
4,685$439.6M0.01%
437
LNGCHENIERE ENERGY INC COM NEW
2,433$437.6M0.01%
438
LVLNSPDR S&P REGIONAL BANKING ETF
7,696$435.6M0.01%
439
ON1OLD NATL BANCORP IND
23,295$434.7M0.01%
440
COINCOINBASE GLOBAL INC COM CL A
2,421$431.4M0.01%Call
441
RFREGIONS FINANCIAL CORP NEW
18,482$431.2M0.01%
442
HCAHCA HEALTHCARE INC COM
1,060$430.8M0.01%
443
MDYS & P MID CAP 400 DEP RCPTS MID CAP
756$430.4M0.01%
444
WDAYWORKDAY INC COM
1,757$429.4M0.01%
445
NDAQNASDAQ STK MKT INC
5,857$427.7M0.01%
446
CMECHICAGO MERCANTILE HLDGS INC
1,926$425.0M0.01%
447
CEGCONSTELLATION ENERGY CORP COM
1,628$423.3M0.01%
448
KVUEKENVUE INC COM
18,271$422.6M0.01%
449
T7DTRANSDIGM GROUP INC COM DELAWARE
295$421.5M0.01%
450
RSGREPUBLIC SERVICES INC
2,091$420.0M0.01%
451
AXONAXON ENTERPRISE INC COM
1,041$416.0M0.01%
452
TSCOTRACTOR SUPPLY CO
1,428$415.5M0.01%
453
SMHVANECK SEMICONDUCTOR ETF
1,688$414.2M0.01%
454
WMSADVANCED DRAIN SYS INC DEL COM
2,633$413.8M0.01%
455
SYYSYSCO CORP COM
5,272$411.5M0.01%
456
ADSKAUTODESK INC
1,485$409.1M0.01%
457
PPLPPL CORP COM
12,360$408.9M0.01%
458
ESGVVANGUARD ESG U.S. STOCK ETF
4,011$407.7M0.01%
459
FTAIFTAI AVIATION LTD SHS
3,066$407.5M0.01%
460
HEIHEICO CORP NEW COM
1,554$406.3M0.01%
461
CPBCAMPBELL SOUP CO COM
8,189$400.6M0.01%
462
MSIMOTOROLA SOLUTIONS INC COM NEW
890$400.0M0.01%
463
HBC2HSBC HOLDINGS PLC SPONS ADR
8,713$393.7M0.01%
464
SGOLETFS GOLD TRUST ETF
15,400$387.0M0.01%
465
VCELVERICEL CORP COM
9,149$386.5M0.01%
466
IYFISHARES U.S. FINANCIALS ETF
3,714$385.9M0.01%
467
ZIMZIM INTEGRATED SHIPPING SERV SHS
15,000$384.9M0.01%
468
BWXTBWX TECHNOLOGIES INC COM
3,539$384.7M0.01%
469
AJGGALLAGHER ARTHUR J &CO
1,367$384.7M0.01%
470
ONON SEMICONDUCTOR CORP COM
5,296$384.5M0.01%
471
MUFGMITSUBISHI UFJ FINL GROUP INC SPONSORED
37,211$378.8M0.01%
472
DLTRDOLLAR TREE STORES INC
5,356$376.6M0.01%
473
EBAEBAY INC
5,774$375.9M0.01%
474
RIORIO TINTO PLC SPON ADR
5,275$375.4M0.01%
475
ETHEGRAYSCALE ETHEREUM TRUST (ETH)
17,102$374.4M0.01%
476
MUBISHARES AMT-FREE MUNI BOND ETF
3,446$374.3M0.01%
477
DFSEURDISCOVER FINANCIAL SERVICES LLC
2,651$371.9M0.01%
478
ROKROCKWELL AUTOMATION INC COM
1,385$371.8M0.01%
479
AQLTISHARES U.S. HEALTHCARE PROVIDERS ETF
6,490$370.6M0.01%
480
VLTOVERALTO CORP COM SHS
3,310$370.2M0.01%
481
ABGCENCORA INC COM
1,645$370.2M0.01%
482
SCHESCHWAB EMERGING MARKET EQ ETF
12,645$369.0M0.01%
483
SNCYSUN CTRY AIRLS HLDGS INC COM
32,819$367.9M0.01%
484
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
3,636$366.1M0.01%
485
SCHBSCHWAB U.S. BROAD MARKET ETF
5,489$365.1M0.01%
486
PSAPUBLIC STORAGE INC
999$363.5M0.01%
487
MRO*MARATHON OIL CORP COM
13,616$362.6M0.01%
488
EFXEQUIFAX INC COM
1,233$362.3M0.01%
489
ESGEISHARES ESG AWARE MSCI EM ETF
9,921$361.2M0.01%
490
GPCGENUINE PARTS CO COM
2,557$357.1M0.01%
491
CRSPCRISPR THERAPEUTICS AG NAMEN AKT
7,533$353.9M0.01%
492
VDCVANGUARD CONSUMER STAPLES ETF
1,608$351.2M0.01%
493
GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF
3,097$349.8M0.01%
494
CHTRCHARTER COMMUNICATIONS INC NEW CL A
1,079$349.7M0.01%
495
TDVPROSHARES S&P TECHNOLOGY DIVIDEND ARISTOCRATS ETF
4,510$347.6M0.01%
496
VNQVANGUARD REIT INDEX ETF
3,554$346.2M0.01%
497
NINISOURCE INC COM
9,926$344.0M0.01%
498
RIVNRIVIAN AUTOMOTIVE INC COM CL A
30,629$343.7M0.01%Call
499
ALKALASKA AIR GROUP INC COM
7,549$341.3M0.01%
500
HUBBHUBBELL INC COM
796$341.0M0.01%
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