Valeo Financial Advisors, LLC Q4 2022 Filing

Filed February 9, 2023

Portfolio Value

$1.8T

Holdings

542

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (542 positions)

#StockSharesValue% PortfolioType
301
MISTMILESTONE PHARMACEUTICALS INC COM
113,699$450.2M0.02%
302
BMTABRITISH AMERICAN TOBACCO
10,984$439.2M0.02%
303
CTVACORTEVA INC COM
7,371$433.3M0.02%
304
NEMNEWMONT CORP COM
9,090$429.0M0.02%
305
ALSALLSTATE CORP
3,157$428.1M0.02%
306
HUBSHUBSPOT INC COM
1,468$424.4M0.02%
307
WPCWP CAREY INC COM
5,386$420.9M0.02%
308
KMIKINDER MORGAN INC
23,266$420.6M0.02%
309
CPBCAMPBELL SOUP CO COM
7,366$418.0M0.02%
310
BSXBOSTON SCIENTIFIC CORP
9,031$417.9M0.02%
311
MCKMCKESSON CORP
1,106$414.8M0.02%
312
SMTCSEMTECH CORP COM
14,305$410.4M0.02%
313
ADIANALOG DEVICES INC COM
2,488$408.0M0.02%
314
CARRCARRIER GLOBAL CORPORATION COM
9,860$406.7M0.02%
315
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
7,026$406.7M0.02%
316
DGDOLLAR GEN CORP
1,648$405.7M0.02%
317
VBKVANGUARD SMALL-CAP GROWTH ETF
2,022$405.6M0.02%
318
GLWCORNING INC COM
12,659$404.3M0.02%
319
VNQVANGUARD REIT INDEX ETF
4,897$403.9M0.02%
320
GPCGENUINE PARTS CO COM
2,321$402.8M0.02%
321
IWSISHARES RUSSELL MIDCAP VALUE INDEX
3,820$402.4M0.02%
322
SYYSYSCO CORP COM
5,251$401.5M0.02%
323
IAU*ISHARES GOLD TRUST ETF
11,499$397.8M0.02%
324
BKNGBOOKING HOLDINGS INC COM
197$397.4M0.02%
325
ON1OLD NATL BANCORP IND
21,698$390.1M0.02%
326
USMVISHARES MSCI USA MIN VOL FACTOR ETF
5,404$389.6M0.02%
327
AQLTISHARES U.S. HEALTHCARE PROVIDERS ETF
1,448$387.6M0.02%
328
ITWILLINOIS TOOL WKS INC COM
1,759$387.6M0.02%
329
CPACOPA HOLDINGS SA CL A
4,650$386.7M0.02%
330
RFREGIONS FINANCIAL CORP NEW
17,814$384.1M0.02%
331
LUVSOUTHWEST AIRLS CO COM
11,390$383.5M0.02%
332
FASTFASTENAL CO
7,988$378.0M0.02%
333
EOGEOG RESOURCES INC
2,880$373.0M0.02%
334
FMBHFIRST MID ILL BANCSHARES INC COM
11,582$371.6M0.02%
335
LYBLYONDELLBASELL
4,439$368.6M0.02%
336
HUMHUMANA INC COM
717$367.2M0.02%
337
UBSIUNITED BANKSHARES INC W. VA
9,027$365.5M0.02%
338
STLDSTEEL DYNAMICS INC
3,730$364.4M0.02%
339
VVVANGUARD LARGE CAP
2,088$363.7M0.02%
340
PRUPRUDENTIAL FINL INC
3,655$363.5M0.02%
341
ETRENTERGY CORP NEW COM
3,219$362.2M0.02%
342
VOEVANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF
2,654$358.9M0.02%
343
ANFABERCROMBIE & FITCH CO CL A
15,611$357.7M0.02%
344
IQVIQVIA HLDGS INC COM
1,741$356.7M0.02%
345
BIVVANGUARD INTERMEDIATE-TERM BOND
4,755$353.4M0.02%
346
ORLYO REILLY AUTOMOTIVE INC
419$353.2M0.02%
347
LHXL3HARRIS TECHNOLOGIES INC COM
1,688$351.4M0.02%
348
SUSAISHARES MSCI USA ESG SELECT ETF
4,211$346.6M0.02%
349
OTISOTIS WORLDWIDE CORP COM
4,422$346.3M0.02%
350
FCXFREEPORT MCMORAN COPPER
9,210$346.2M0.02%Put
351
MRO*MARATHON OIL CORP COM
12,735$344.7M0.02%
352
IDXXIDEXX LABS INC
844$344.3M0.02%
353
TELTE CONNECTIVITY LTD
2,996$343.9M0.02%
354
SONYSONY GROUP CORPORATION SPONSORED ADR
4,475$341.4M0.02%
355
XYZBLOCK INC CL A
5,423$340.8M0.02%
356
TMTOYOTA MOTOR CORP ADS
2,474$337.9M0.02%
357
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF
7,412$337.4M0.02%
358
FTNTFORTINET INC COM
6,895$337.1M0.02%
359
CGCCANOPY GROWTH CORP COM
145,380$335.8M0.02%
360
AEPAMERICAN ELEC PWR CO INC COM
3,521$334.3M0.02%
361
MCOMOODYS CORP
1,199$334.1M0.02%
362
PRFPOWERSHARES FTSE RAFI US 1000
2,151$333.7M0.02%
363
ALKALASKA AIR GROUP INC COM
7,759$333.2M0.02%
364
A4SAMERIPRISE FINANCIAL INC.
1,063$331.0M0.02%
365
CLXCLOROX CO DEL COM
2,356$330.6M0.02%
366
BWXTBWX TECHNOLOGIES INC COM
5,676$329.7M0.02%
367
REGNREGENERON PHARMACEUTICALS INC
456$329.0M0.02%
368
ADMARCHER DANIELS MIDLAND CO COM
3,530$327.8M0.02%
369
NUENUCOR CORP COM
2,478$326.6M0.02%
370
CSGPCOSTAR GROUP INC COM
4,218$326.0M0.02%
371
ROMPROSHARES ULTRA TECHNOLOGY
14,160$325.8M0.02%
372
EBAEBAY INC
7,734$320.7M0.02%
373
SCHESCHWAB EMERGING MARKET EQ ETF
13,529$320.2M0.02%
374
NOWSERVICENOW INC COM
821$318.8M0.02%
375
MLMMARTIN MARIETTA MATLS INC
941$318.0M0.02%
376
FISVFISERV INC
3,115$314.8M0.02%
377
SCZISHARES MSCI EAFE SMALL CAP ETF
5,535$312.6M0.02%
378
ULTAULTA SALON COSMETICS & FRAGRANCE INC COM
663$311.0M0.02%
379
XLUUTILITIES SELECT SECTOR SPDR
4,398$310.1M0.02%
380
BHPBHP GROUP LTD SPONSORED ADS
4,987$309.4M0.02%
381
SGOLETFS GOLD TRUST ETF
17,704$309.3M0.02%
382
SCHDSCHWAB US DIVIDEND EQUITY ETF
4,094$309.2M0.02%
383
WYNNWYNN RESORTS LTD
3,720$306.8M0.02%
384
LULULULULEMON ATHLETICA INC
953$305.4M0.02%
385
ARCCARES CAPITAL CORP COM
16,386$302.7M0.02%
386
CHTRCHARTER COMMUNICATIONS INC NEW CL A
886$300.4M0.02%
387
BNDVANGUARD TOTAL BOND MARKET ETF
4,175$299.9M0.02%
388
ROKROCKWELL AUTOMATION INC COM
1,161$299.0M0.02%
389
FMBFIRST TRUST MANAGED MUNICIPAL ETF
5,900$295.6M0.02%
390
PGRPROGRESSIVE CORP COM
2,255$292.5M0.02%
391
IWPISHARES RUSSELL MIDCAP GROWTH ETF
3,496$292.3M0.02%
392
BALLBALL CORP COM
5,695$291.2M0.02%
393
UIUBIQUITI INC COM
1,060$289.9M0.02%
394
WBAWALGREENS BOOTS ALLIANCE INC COM
7,740$289.2M0.02%
395
BCEBCE INC COM NEW
6,544$287.6M0.02%
396
BIIBBIOGEN IDEC INC
1,038$287.4M0.02%
397
TROWT ROWE PRICE GROUP INC
2,634$287.2M0.02%
398
CRSPCRISPR THERAPEUTICS AG NAMEN AKT
7,045$286.4M0.02%
399
TDCTERADATA CORP
8,475$285.3M0.02%
400
FSKFS KKR CAP CORP COM
16,287$285.0M0.02%
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