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
501
PCARPACCAR INC COM
610$43.0M0.01%
502
VMWEURVMWARE INC CL A COM
345$43.0M0.01%
503
HRSEURHARRIS CORP DEL COM
296$42.0M0.01%
504
IJSISHARES S&P SMALL-CAP 600 VALUE ETF
273$42.0M0.01%
505
ETVEATON VANCE TX MNG BY WRT OPP COM
2,745$42.0M0.01%
506
POWERSHARES NATIONAL AMT-FREE MUNICIPAL BOND PORTFOLIO
1,593$41.0M0.01%
507
LBRDALIBERTY BROADBAND CORP COM SER A
484$41.0M0.01%
508
ETXEATON VANCE MUN INCOME 2028 TE SHS
2,000$41.0M0.01%
509
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
482$41.0M0.01%
510
ECLECOLAB INC COM
299$40.0M0.01%
511
ROPROPER TECHNOLOGIES INC COM
153$40.0M0.01%
512
ENERGEN CORP COM
700$40.0M0.01%
513
HIIHUNTINGTON INGALLS INDS INC COM
169$40.0M0.01%
514
KIESPDR S&P INSURANCE ETF
1,302$40.0M0.01%
515
WDCWESTERN DIGITAL CORP COM
500$40.0M0.01%
516
ADSKAUTODESK INC COM
383$40.0M0.01%
517
UAAUNDER ARMOUR INC CL A
2,669$39.0M0.01%
518
CBBCINCINNATI BELL INC NEW COM NEW
1,854$39.0M0.01%
519
NOVEURNATIONAL OILWELL VARCO INC COM
1,069$39.0M0.01%
520
ADIANALOG DEVICES INC COM
439$39.0M0.01%
521
BOBEUSDBOB EVANS FARMS INC COM
500$39.0M0.01%
522
VOEVANGUARD MID-CAP VALUE INDEX FUND
347$39.0M0.01%
523
TMTOYOTA MOTOR CORP SP ADR REP2COM
307$39.0M0.01%
524
LWLAMB WESTON HLDGS INC COM
699$39.0M0.01%
525
BEMIS INC COM
805$38.0M0.01%
526
TRIPTRIPADVISOR INC COM
1,100$38.0M0.01%
527
PANWPALO ALTO NETWORKS INC COM
264$38.0M0.01%
528
RVSBRIVERVIEW BANCORP INC COM
4,427$38.0M0.01%
529
ZIONZIONS BANCORPORATION COM
755$38.0M0.01%
530
HPEHEWLETT PACKARD ENTERPRISE CO COM
2,677$38.0M0.01%
531
EPCEDGEWELL PERS CARE CO COM
625$37.0M0.01%
532
PNFPPINNACLE FINL PARTNERS INC COM
561$37.0M0.01%
533
NYCBEURNEW YORK CMNTY BANCORP INC COM
2,841$37.0M0.01%
534
LLOEWS CORP COM
746$37.0M0.01%
535
IWSISHARES RUSSELL MID-CAP VALUE ETF
416$37.0M0.01%
536
ATLANTIC CAP BANCSHARES INC COM
2,085$37.0M0.01%
537
XOPUSDSPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
1,000$37.0M0.01%
538
KMXCARMAX INC COM
576$37.0M0.01%
539
VIABVIACOM INC NEW CL B
1,175$36.0M0.01%
540
VCRVANGUARD CONSUMER DISCRETIONARY INDEX FUND
233$36.0M0.01%
541
EWGISHARES MSCI GERMANY ETF
1,049$35.0M0.01%
542
INTREXON CORP COM
3,069$35.0M0.01%
543
WPMWHEATON PRECIOUS METALS CORP COM
1,586$35.0M0.01%
544
BALDWIN & LYONS INC CL B
1,450$35.0M0.01%
545
TDIVFIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
3,167$35.0M0.01%
546
IGIBISHARES INTERMEDIATE CREDIT BOND ETF
318$35.0M0.01%
547
U6ZURANIUM ENERGY CORP COM
19,750$35.0M0.01%
548
GNRCGENERAC HLDGS INC COM
700$35.0M0.01%
549
HBAN 8.5 PERP AHUNTINGTON BANCSHARES INC PFD CONV SER A
25$35.0M0.01%
550
FISIFINANCIAL INSTNS INC COM
1,125$35.0M0.01%
551
RELLRICHARDSON ELECTRS LTD COM
5,000$34.0M0.01%
552
PHMPULTE GROUP INC COM
1,030$34.0M0.01%
553
PPGPPG INDS INC COM
289$34.0M0.01%
554
FW2NBANNER CORP COM NEW
620$34.0M0.01%
555
PAYXPAYCHEX INC COM
501$34.0M0.01%
556
POWERSHARES PREFERRED PORTFOLIO
2,261$34.0M0.01%
557
PZZAPAPA JOHNS INTL INC COM
600$34.0M0.01%
558
WELLS FARGO CO NEW WT EXP 102818
1,250$34.0M0.01%
559
DXJWISDOMTREE JAPAN HEDGED EQUITY FUND
568$34.0M0.01%
560
SCHPSCHWAB U.S. TIPS ETF
592$33.0M0.01%
561
RLRALPH LAUREN CORP CL A
320$33.0M0.01%
562
ALSALLSTATE CORP COM
312$33.0M0.01%
563
MUMICRON TECHNOLOGY INC COM
805$33.0M0.01%
564
BLUE BUFFALO PET PRODS INC COM
1,000$33.0M0.01%
565
IGIWESTERN ASSET INVT GRADE DEFIN COM
1,407$32.0M0.01%
566
KBHKB HOME COM
1,010$32.0M0.01%
567
RGAREINSURANCE GROUP AMER INC COM NEW
205$32.0M0.01%
568
UBSUBS GROUP AG SHS
1,738$32.0M0.01%
569
ADMARCHER DANIELS MIDLAND CO COM
800$32.0M0.01%
570
AQLTISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF
500$32.0M0.01%
571
AWMSKYWORKS SOLUTIONS INC COM
342$32.0M0.01%
572
FDCFIRST DATA CORP NEW COM CL A
1,833$31.0M0.01%
573
CVCOCAVCO INDS INC DEL COM
200$31.0M0.01%
574
RHT1EURRED HAT INC COM
258$31.0M0.01%
575
SAMBOSTON BEER INC CL A
160$31.0M0.01%
576
TRONOX LTD SHS CL A
1,500$31.0M0.01%
577
PLDPROLOGIS INC COM
477$31.0M0.01%
578
HIHILLENBRAND INC COM
700$31.0M0.01%
579
EWUISHARES MSCI UNITED KINGDOM ETF
872$31.0M0.01%
580
BWXSPDR BLOOMBERG BARCLAYS INTERNATIONAL TREASURY BOND ETF
1,056$30.0M0.00%
581
UALUNITED CONTL HLDGS INC COM
443$30.0M0.00%
582
DXCDXC TECHNOLOGY CO COM
314$30.0M0.00%
583
CNOBCONNECTONE BANCORP INC NEW COM
1,150$30.0M0.00%
584
ROSTROSS STORES INC COM
377$30.0M0.00%
585
HASHASBRO INC COM
328$30.0M0.00%
586
CSTRUSDCAPSTAR FINL HLDGS INC COM
1,400$29.0M0.00%
587
GUARANTY BANCORP DEL COM NEW
1,056$29.0M0.00%
588
VBRVANGUARD SMALL-CAP VALUE INDEX FUND
220$29.0M0.00%
589
HDVISHARES CORE HIGH DIVIDEND ETF
324$29.0M0.00%
590
CERNCHFCERNER CORP COM
428$29.0M0.00%
591
ALLIANZGI CONV & INCOME FD COM
4,000$28.0M0.00%
592
CRCCANADIAN NAT RES LTD COM
770$28.0M0.00%Put
593
FBINFORTUNE BRANDS HOME & SEC INC COM
406$28.0M0.00%
594
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT
1,555$28.0M0.00%
595
EGBNEAGLE BANCORP INC MD COM
485$28.0M0.00%
596
DBEFX-TRACKERS MSCI EAFE HEDGED EQUITY ETF
884$28.0M0.00%
597
WMBWILLIAMS COS INC DEL COM
886$27.0M0.00%
598
ORLYO REILLY AUTOMOTIVE INC NEW COM
114$27.0M0.00%
599
CORPORATE CAP TR INC COM
1,716$27.0M0.00%
600
NATIONAL COMM CORP COM
678$27.0M0.00%
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