Valeo Financial Advisors, LLC Q4 2025 Filing

Filed February 4, 2026

Portfolio Value

$4.5T

Holdings

792

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (792 positions)

StockValue
DELLDELL TECHNOLOGIES INC CL C
$1K
MRSHMARSH & MCLENNAN COS INC COM
$993
LENLENNAR CORP CL A
$985
CLCOLGATE PALMOLIVE CO COM
$984
DFASDIMENSIONAL U.S. SMALL CAP ETF
$983
CINFCINCINNATI FINL CORP COM
$977
ZBHZIMMER HLDGS INC
$976
A4SAMERIPRISE FINANCIAL INC.
$972
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF
$960
ANFABERCROMBIE & FITCH CO CL A
$958
GLWCORNING INC COM
$956
PGRPROGRESSIVE CORP COM
$942
VSTVISTRA CORP COM
$937
DALDELTA AIR LINES INC DEL CMN
$936
TFCTRUIST FINL CORP COM
$930
APPAPPLOVIN CORP COM CL A
$926
TMTOYOTA MOTOR CORP ADS
$922
BMTABRITISH AMERICAN TOBACCO
$915
VISVANGUARD INDUSTRIALS
$915
VFHVANGUARD FINANCIALS ETF
$913
BWXTBWX TECHNOLOGIES INC COM
$909
STZCONSTELLATION BRANDS INC CL A
$908
NUENUCOR CORP COM
$899
GKOSGLAUKOS CORP COM
$887
BKBANK NEW YORK MELLON CORP COM
$886
PRUPRUDENTIAL FINL INC
$885
WELLWELLTOWER INC COM
$884
HBC2HSBC HOLDINGS PLC SPONS ADR
$873
KKRKKR & CO LP
$872
SAPSAP AKTIENGESELLSCHAFT ADR
$870
ULUNILEVER PLC SPON ADR NEW
$869
ATECALPHATEC HLDGS INC COM NEW
$868
ALSALLSTATE CORP
$865
CIBRFIRST TRUST NASDAQ CYBERSECURITY ETF
$863
CMCSACOMCAST CORP NEW CL A
$860
SHWSHERWIN WILLIAMS CO COM
$859
METMETLIFE INC COM
$859
QUALISHARES MSCI USA QUALITY FACTOR ETF
$854
MLB1MERCADOLIBRE INC
$846
STXSEAGATE TECHNOLOGY
$838
SOFISOFI TECHNOLOGIES INC COM
$837
MCHPMICROCHIP TECHNOLOGY INC
$836
MUFGMITSUBISHI UFJ FINL GROUP INC SPONSORED
$829
VPUVANGUARD UTILITIES
$822
ESGDISHARES ESG AWARE MSCI EAFE ETF
$822
AONAON CORP
$822
IUSGISHARES CORE S&P U.S. GROWTH ETF
$816
KMIKINDER MORGAN INC
$814
XYLDGLOBAL X S&P 500 COVERED CALL ETF
$812
APDAIR PRODS & CHEMS INC COM
$811
VOTVANGUARD MID-CAP GROWTH ETF
$811
GBILACCESS TREASURY 0-1 YEAR ETF
$808
IGVISHARES S&P NORTH AMER TECH-SOFTWARE
$808
ABGCENCORA INC COM
$806
IYWISHARES DJ US TECHNOLOGY
$794
UBSUBS AG NEW F
$777
SLBSLB LIMITED COM STK
$772
FASTFASTENAL CO
$772
LHXL3HARRIS TECHNOLOGIES INC COM
$772
NINISOURCE INC COM
$770
CLMTCALUMET SPCLTY PRDCTS PRTNRS
$767
KEYKEYCORP COM
$764
URTHISHARES MSCI WORLD ETF
$755
TTTRANE TECHNOLOGIES PLC SHS
$754
URIUNITED RENTALS INC COM
$753
TTETOTALENERGIES SE ACT
$744
CDNSCADENCE DESIGN SYSTEM INC COM
$741
SANBANCO SANTANDER CENT HISP
$739
BAC 7.25 PERP LBK OF AMERICA CORP 7.25 CNV PFD
$738
LPXLOUISIANA PACIFIC
$737
CAHCARDINAL HEALTH INC
$733
GSKGSK PLC SPONSORED ADR
$732
SMHVANECK SEMICONDUCTOR ETF
$732
FELGFIDELITY ENHANCED LARGE CAP GROWTH ETF
$731
CNCCENTENE CORP DEL
$731
FQIDIGITAL REALTY TRUST INC
$729
SONYSONY GROUP CORP SPONSORED ADR
$729
PCARPACCAR INC COM
$729
USTPROSHARES ULTRA 7-10 YEAR TREASURY
$722
DDOGDATADOG INC CL A COM
$721
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
$719
HLALWAHED FTSE USA SHARIAH ETF
$718
LULULULULEMON ATHLETICA INC
$705
CHATROUNDHILL GENERATIVE AI & TECHNOLOGY ETF
$705
BCSBARCLAYS PLC ADR
$692
NXPINXP SEMICONDUCTORS NV COM
$690
HBANHUNTINGTON BANCSHARES INC COM
$680
VOTETCW TRANSFORM 500 ETF
$677
BEBLOOM ENERGY CORP COM CL A
$675
AXONAXON ENTERPRISE INC COM
$672
SHYISHARES 1-3 YR TREASURY BOND ETF
$669
ROPROPER INDUSTRIES INC
$668
NDAQNASDAQ STK MKT INC
$666
CGXUCAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
$662
MDYS & P MID CAP 400 DEP RCPTS MID CAP
$656
BHPBHP GROUP LTD SPONSORED ADS
$654
IWSISHARES RUSSELL MIDCAP VALUE INDEX
$654
EFVISHARES MSCI EAFE VALUE INDEX ETF
$651
MRVLMARVELL TECHNOLOGY GROUP LTD
$649
RSGREPUBLIC SERVICES INC
$646
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