Valeo Financial Advisors, LLC Q4 2017 Filing

Filed February 9, 2018

Portfolio Value

$609.3B

Holdings

1,485

Report Date

Q4 2017

Filing Type

13F-HR

All Holdings (1,485 positions)

#StockSharesValue% PortfolioType
101
ELVANTHEM INC COM
4,350$979.0M0.16%
102
IJHISHARES S&P MIDCAP FUND
5,130$973.0M0.16%
103
DOWDUPONT INC COM
13,580$967.0M0.16%
104
IWRISHARES RUSSELL MID-CAP ETF
4,589$955.0M0.16%
105
WMTWALMART INC COM
9,660$954.0M0.16%
106
NSCNORFOLK SOUTHERN CORP COM
6,456$935.0M0.15%
107
KHCKRAFT HEINZ CO COM
11,674$908.0M0.15%
108
FOREST CITY RLTY TR INC COM CL A
36,704$885.0M0.15%
109
ABBVABBVIE INC COM
9,034$874.0M0.14%
110
DYHTARGET CORP COM
13,171$859.0M0.14%
111
GUGGENHEIM S&P 500 EQUAL WEIGHT ETF
8,279$836.0M0.14%
112
MACMACERICH CO COM
12,716$835.0M0.14%
113
BLKCHFBLACKROCK INC COM
1,598$821.0M0.13%
114
XLVHEALTH CARE SELECT SECTOR SPDR FUND
9,774$808.0M0.13%
115
HBNCHORIZON BANCORP IND COM
29,015$807.0M0.13%
116
BKBANK NEW YORK MELLON CORP COM
14,191$764.0M0.13%
117
AQLTISHARES CORE MSCI EAFE ETF
11,458$757.0M0.12%
118
ALLERGAN PLC 5.5 CNV PFD A
1,282$752.0M0.12%
119
GISGENERAL MLS INC COM
12,658$750.0M0.12%
120
VGTVANGUARD INFORMATION TECHNOLOGY INDEX FUND
4,439$731.0M0.12%
121
UNHUNITEDHEALTH GROUP INC COM
3,313$730.0M0.12%
122
COSTCOSTCO WHSL CORP NEW COM
3,865$719.0M0.12%
123
VODVODAFONE GROUP PLC NEW SPONSORED ADR
20,865$666.0M0.11%
124
XLUSECTOR SPDR TR SHS BEN INT UTILITIES
12,515$659.0M0.11%
125
KBALUSDKIMBALL INTL INC CL B
35,226$658.0M0.11%
126
IVWISHARES S&P 500 GROWTH ETF
4,297$656.0M0.11%
127
ZBHZIMMER BIOMET HLDGS INC COM
5,332$643.0M0.11%
128
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND
6,229$636.0M0.10%
129
SNYSANOFI SPONSORED ADR
14,467$622.0M0.10%
130
TSLATESLA INC COM
1,957$609.0M0.10%
131
XLFICONSUMER STAPLES SELECT SECTOR SPDR FUND
10,670$607.0M0.10%
132
SLBSCHLUMBERGER LTD COM
8,895$599.0M0.10%
133
GDGENERAL DYNAMICS CORP COM
2,927$595.0M0.10%
134
AQLTISHARES SELECT DIVIDEND ETF
5,952$587.0M0.10%
135
IPINTL PAPER CO COM
9,909$574.0M0.09%
136
XLKTECHNOLOGY SELECT SECTOR SPDR FUND
8,894$569.0M0.09%
137
LABORATORY CORP AMER HLDGS COM NEW
3,570$569.0M0.09%
138
GENERAL FIN CORP DEL COM
82,732$563.0M0.09%
139
HDHOME DEPOT INC COM
2,964$562.0M0.09%
140
PSXPHILLIPS 66 COM
5,423$549.0M0.09%
141
NVSNNOVARTIS A G SPONSORED ADR
6,519$547.0M0.09%
142
DHRDANAHER CORP DEL COM
5,684$528.0M0.09%
143
RTN1USDRAYTHEON CO COM NEW
2,777$522.0M0.09%
144
AMGAFFILIATED MANAGERS GROUP COM
2,520$517.0M0.08%
145
MDTMEDTRONIC PLC SHS
6,386$516.0M0.08%
146
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
5,137$507.0M0.08%
147
LMTLOCKHEED MARTIN CORP COM
1,575$506.0M0.08%
148
SYKSTRYKER CORP COM
3,259$505.0M0.08%
149
SCHWSCHWAB CHARLES CORP NEW COM
9,762$501.0M0.08%
150
SEASPAN CORP SHS
74,000$500.0M0.08%
151
TROWPRICE T ROWE GROUP INC COM
4,643$487.0M0.08%
152
IVEISHARES S&P 500 VALUE ETF
4,252$486.0M0.08%
153
SJMSMUCKER J M CO COM NEW
3,854$479.0M0.08%
154
XLIINDUSTRIAL SELECT SECTOR SPDR FUND
6,258$474.0M0.08%
155
KELKELLOGG CO COM
6,801$462.0M0.08%
156
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF
6,433$455.0M0.07%
157
CLCOLGATE PALMOLIVE CO COM
5,866$443.0M0.07%
158
GABCGERMAN AMERN BANCORP INC COM
12,403$438.0M0.07%
159
ACWXISHARES MSCI ACWI EX US INDEX FUND
8,748$437.0M0.07%
160
AXPAMERICAN EXPRESS CO COM
4,377$435.0M0.07%
161
HBANHUNTINGTON BANCSHARES INC COM
29,890$435.0M0.07%
162
MSBIMIDLAND STS BANCORP INC ILL COM
13,368$434.0M0.07%
163
TXNTEXAS INSTRS INC COM
4,128$431.0M0.07%
164
GOVERNMENT PPTYS INCOME TR COM SHS BEN INT
22,955$426.0M0.07%
165
LUVSOUTHWEST AIRLS CO COM
6,440$422.0M0.07%
166
KMBKIMBERLY CLARK CORP COM
3,474$419.0M0.07%
167
TMOTHERMO FISHER SCIENTIFIC INC COM
2,209$419.0M0.07%
168
KRKROGER CO COM
15,135$415.0M0.07%
169
VTVVANGUARD VALUE INDEX FUND
3,887$413.0M0.07%
170
IYRISHARES U.S. REAL ESTATE ETF
5,037$408.0M0.07%
171
BMTABRITISH AMERN TOB PLC SPONSORED ADR
6,048$405.0M0.07%
172
CSXCSX CORP COM
7,330$403.0M0.07%
173
POT1EURPOTASH CORP SASK INC COM
19,264$398.0M0.07%
174
JOEST JOE CO COM
21,900$395.0M0.06%
175
NFLXNETFLIX INC COM
2,054$394.0M0.06%
176
CBCHUBB LIMITED COM
2,643$386.0M0.06%
177
SOSOUTHERN CO COM
7,933$382.0M0.06%
178
BKNGPRICELINE GRP INC COM NEW
214$372.0M0.06%
179
ULUNILEVER PLC SPON ADR NEW
6,596$365.0M0.06%
180
GQ9SPDR GOLD SHARES
2,946$364.0M0.06%
181
AXGNAXOGEN INC COM
12,607$357.0M0.06%
182
GSKGLAXOSMITHKLINE PLC SPONSORED ADR
10,004$355.0M0.06%
183
USBUS BANCORP DEL COM NEW
6,546$351.0M0.06%
184
PNCPNC FINL SVCS GROUP INC COM
2,347$339.0M0.06%
185
FTVFORTIVE CORP COM
4,600$333.0M0.05%
186
AFLAFLAC INC COM
3,789$333.0M0.05%
187
ADPAUTOMATIC DATA PROCESSING INC COM
2,830$332.0M0.05%
188
CPBCAMPBELL SOUP CO COM
6,548$315.0M0.05%
189
LENLENNAR CORP CL A
4,957$313.0M0.05%
190
ETENERGY TRANSFER EQUITY L P COM UT LTD PTN
18,035$311.0M0.05%
191
CVSCVS HEALTH CORP COM
4,294$311.0M0.05%
192
FUNDSPROTT FOCUS TR INC COM
39,250$311.0M0.05%
193
SCHESCHWAB EMERGING MARKETS EQUITY ETF
10,826$302.0M0.05%
194
UNUSDUNILEVER N V N Y SHS NEW
5,358$302.0M0.05%
195
AAXJISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND
3,957$302.0M0.05%
196
OPLNKAR AUCTION SVCS INC COM
5,960$301.0M0.05%
197
DKSDICKS SPORTING GOODS INC COM
10,400$299.0M0.05%
198
WMSADVANCED DRAIN SYS INC DEL COM
12,500$298.0M0.05%
199
FDXFEDEX CORP COM
1,188$296.0M0.05%
200
DISCAUSDDISCOVERY COMMUNICATNS NEW COM SER A
13,050$292.0M0.05%
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