$1.97 Billion is the total value of Valeo Financial Advisors, LLC's 674 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 41.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VCSH | Sell | VANGUARD SHORT TERM CORP BOND FD ETFetf | $110,514,000 | -5.5% | 1,760,497 | -1.3% | 5.62% | -11.3% |
| VWO | Sell | VANGUARD FTSE EMERGING MARKETS ETFetf | $26,295,000 | -26.3% | 569,980 | -20.9% | 1.34% | -30.8% |
| VOO | Sell | VANGUARD S&P 500 ETFetf | $13,579,000 | -10.9% | 32,708 | -6.3% | 0.69% | -16.4% |
| IWD | Sell | ISHARES RUSSELL 1000 VALUE ETFetf | $9,226,000 | -2.6% | 55,584 | -1.4% | 0.47% | -8.4% |
| IWF | Sell | ISHARES RUSSELL 1000 GROWTH ETFetf | $9,104,000 | -16.1% | 30,923 | -12.9% | 0.46% | -21.1% |
| ABBV | Sell | ABBVIE INC COMstock | $7,552,000 | +19.2% | 81,275 | -0.2% | 0.38% | +12.0% |
| XOM | Sell | EXXON MOBIL CORP COMstock | $7,066,000 | +26.7% | 85,550 | -6.1% | 0.36% | +18.9% |
| CVX | Sell | CHEVRON CORP NEW COMstock | $6,552,000 | +21.2% | 40,237 | -12.6% | 0.33% | +14.0% |
| SPSM | Sell | SPDR PORTFOLIO S&P 600 SMALL CAP ETFetf | $6,141,000 | -7.6% | 145,946 | -1.8% | 0.31% | -13.3% |
| CVS | Sell | CVS HEALTH CORP COMstock | $5,724,000 | -8.0% | 56,555 | -6.2% | 0.29% | -13.6% |
| KE | Sell | KIMBALL ELECTRONICS INC COMstock | $5,250,000 | -8.3% | 262,610 | -0.2% | 0.27% | -13.9% |
| VZ | Sell | VERIZON COMMUNICATIONSstock | $4,883,000 | -3.2% | 95,857 | -1.2% | 0.25% | -9.2% |
| VTEB | Sell | VANGUARD TAX-EXEMPT BOND ETFetf | $4,656,000 | -11.8% | 90,322 | -6.0% | 0.24% | -17.1% |
| EMXC | Sell | ISHARES MSCI EMERGING MARKETS EX CHINA ETFetf | $3,577,000 | -6.1% | 61,480 | -2.1% | 0.18% | -11.7% |
| FFBC | Sell | FIRST FINANCIAL BANCORP INC OHIOstock | $2,719,000 | -29.6% | 117,960 | -25.5% | 0.14% | -34.0% |
| CINF | Sell | CINCINNATI FINL CORP COMstock | $2,480,000 | +18.3% | 18,241 | -0.8% | 0.13% | +11.5% |
| DUK | Sell | DUKE ENERGY CORP NEW COM NEWstock | $2,161,000 | +3.5% | 19,353 | -2.7% | 0.11% | -2.7% |
| DVY | Sell | ISHARES DJ SELECT DIVIDENDetf | $2,096,000 | +1.4% | 16,360 | -3.0% | 0.11% | -4.5% |
| DRE | Sell | DUKE REALTY CORPreit | $2,105,000 | -12.7% | 36,261 | -1.3% | 0.11% | -18.3% |
| NKE | Sell | NIKE INC CLASS Bstock | $1,818,000 | -22.8% | 13,512 | -4.4% | 0.09% | -27.6% |
| BP | Sell | BP PLC SPONSORED ADRadr | $1,773,000 | -8.7% | 60,314 | -17.3% | 0.09% | -14.3% |
| SLB | Sell | SCHLUMBERGER LTD COM STKstock | $1,708,000 | +24.1% | 41,350 | -10.0% | 0.09% | +17.6% |
| FNDX | Sell | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETFetf | $1,687,000 | -8.4% | 28,842 | -8.2% | 0.09% | -14.0% |
| GIS | Sell | GENERAL MLS INC COMstock | $1,628,000 | -10.6% | 24,040 | -11.1% | 0.08% | -16.2% |
| DEO | Sell | DIAGEO PLCadr | $1,565,000 | -17.4% | 33,682 | -2.6% | 0.08% | -21.6% |
| IEMG | Sell | ISHARES CORE MSCI EMERGING MKTSetf | $1,560,000 | -11.3% | 28,076 | -4.4% | 0.08% | -16.8% |
| GD | Sell | GENERAL DYNAMICS CORP COMstock | $1,499,000 | +13.2% | 6,215 | -2.2% | 0.08% | +5.6% |
| IWO | Sell | ISHARES RUSSELL 2000 GROWTH INDEXetf | $1,401,000 | -10.4% | 5,130 | -3.9% | 0.07% | -16.5% |
| MSBI | Sell | MIDLAND STS BANCORP INC ILL COMstock | $1,157,000 | +8.1% | 40,100 | -7.1% | 0.06% | +1.7% |
| MUB | Sell | ISHARES AMT-FREE MUNI BOND ETFetf | $1,164,000 | -15.8% | 10,613 | -10.7% | 0.06% | -21.3% |
| ECOR | Sell | ELECTROCORE INC COMstock | $1,066,000 | -21.4% | 1,822,250 | -21.7% | 0.05% | -26.0% |
| K | Sell | KELLOGG CO COMstock | $970,000 | -20.8% | 15,046 | -20.8% | 0.05% | -25.8% |
| TXN | Sell | TEXAS INSTRS INC COMstock | $937,000 | -12.3% | 5,109 | -9.8% | 0.05% | -17.2% |
| GABC | Sell | GERMAN AMERICAN BANCORPstock | $929,000 | -6.4% | 24,444 | -3.9% | 0.05% | -13.0% |
| XCEM | Sell | COLUMBIA EM CORE EX-CHINA ETFetf | $932,000 | -20.9% | 30,457 | -17.9% | 0.05% | -26.6% |
| CNVY | Sell | CONVEY HLDG PARENT INC COMstock | $910,000 | -64.4% | 139,089 | -54.5% | 0.05% | -66.7% |
| AIG | Sell | AMERICAN INTL GROUP INC COM NEWstock | $884,000 | +9.4% | 14,083 | -0.9% | 0.04% | +2.3% |
| GLD | Sell | SPDR GOLD ETFetf | $867,000 | -26.4% | 4,801 | -30.3% | 0.04% | -31.2% |
| WDC | Sell | WESTERN DIGITAL CORP. COMstock | $753,000 | -30.5% | 15,165 | -8.8% | 0.04% | -35.6% |
| GSK | Sell | GLAXOSMITHKLINE PLC SPONSORED ADRadr | $727,000 | -2.2% | 16,695 | -0.8% | 0.04% | -7.5% |
| VOT | Sell | VANGUARD MID-CAP GROWTH INDEX FUNDetf | $733,000 | -21.6% | 3,292 | -10.3% | 0.04% | -27.5% |
| VNQ | Sell | VANGUARD REIT INDEX ETFetf | $699,000 | -6.8% | 6,448 | -0.3% | 0.04% | -12.2% |
| HSY | Sell | HERSHEY CO COMstock | $660,000 | +11.9% | 3,048 | -0.0% | 0.03% | +6.2% |
| PENN | Sell | PENN NATL GAMING INCstock | $656,000 | -30.4% | 15,473 | -14.8% | 0.03% | -35.3% |
| SCHF | Sell | SCHWAB INTERNATIONAL EQUITY ETFetf | $636,000 | -8.0% | 17,322 | -2.5% | 0.03% | -13.5% |
| UL | Sell | UNILEVER PLC SPON ADR NEWadr | $639,000 | -19.4% | 14,023 | -4.9% | 0.03% | -25.6% |
| IYR | Sell | ISHARES US REAL ESTATE ETFetf | $638,000 | -7.0% | 5,898 | -0.1% | 0.03% | -13.5% |
| VCIT | Sell | VANGUARD INTERMEDIATE TERM CORP BOND FD ETFetf | $547,000 | -14.8% | 6,352 | -8.2% | 0.03% | -20.0% |
| MU | Sell | MICRON TECHNOLOGYstock | $533,000 | -21.2% | 6,844 | -5.7% | 0.03% | -27.0% |
| FLGT | Sell | FULGENT GENETICS INC COMstock | $505,000 | -41.5% | 8,090 | -5.7% | 0.03% | -44.7% |
| APPN | Sell | APPIAN CORP CL Astock | $499,000 | -7.1% | 8,210 | -0.3% | 0.02% | -13.8% |
| BCRX | Sell | BIOCRYST PHARMACEUTICALS INC COMstock | $447,000 | +16.1% | 27,500 | -1.2% | 0.02% | +9.5% |
| MRVL | Sell | MARVELL TECHNOLOGY GROUP LTDstock | $451,000 | -36.0% | 6,293 | -21.9% | 0.02% | -39.5% |
| FMBH | Sell | FIRST MID ILL BANCSHARES INC COMstock | $446,000 | -14.7% | 11,582 | -5.3% | 0.02% | -17.9% |
| PGX | Sell | POWERSHARES GLOBAL PREFERRED ETFetf | $426,000 | -36.6% | 31,400 | -29.9% | 0.02% | -38.9% |
| AAP | Sell | ADVANCE AUTO PARTS INCstock | $419,000 | -13.8% | 2,023 | -0.2% | 0.02% | -19.2% |
| ALK | Sell | ALASKA AIR GROUP INC COMstock | $398,000 | +8.7% | 6,865 | -2.3% | 0.02% | 0.0% |
| AMT | Sell | AMERICAN TOWER CORPreit | $384,000 | -15.4% | 1,530 | -1.5% | 0.02% | -20.0% |
| ACWX | Sell | ISHARES MSCI ACWI EX USetf | $379,000 | -24.2% | 7,253 | -19.4% | 0.02% | -29.6% |
| FSK | Sell | FS KKR CAP CORP COMcef | $371,000 | -21.2% | 16,258 | -27.8% | 0.02% | -24.0% |
| CARR | Sell | CARRIER GLOBAL CORPORATION COMstock | $354,000 | -27.3% | 7,722 | -14.0% | 0.02% | -30.8% |
| NCR | Sell | NCR CORPstock | $361,000 | -4.5% | 8,986 | -4.4% | 0.02% | -10.0% |
| VTWO | Sell | VANGUARD RUSSELL 2000 ETFetf | $329,000 | -11.1% | 3,974 | -3.6% | 0.02% | -15.0% |
| VV | Sell | VANGUARD LARGE CAPetf | $344,000 | -7.5% | 1,649 | -2.1% | 0.02% | -15.0% |
| IYW | Sell | ISHARES DJ US TECHNOLOGYetf | $321,000 | -12.5% | 3,111 | -2.7% | 0.02% | -20.0% |
| LBTYK | Sell | LIBERTY GLOBAL PLC CL Cstock | $316,000 | -44.8% | 12,188 | -40.1% | 0.02% | -48.4% |
| MCO | Sell | MOODYS CORPstock | $288,000 | -22.6% | 853 | -10.5% | 0.02% | -25.0% |
| CRWD | Sell | CROWDSTRIKE HLDGS INC CL Astock | $301,000 | +8.3% | 1,325 | -2.5% | 0.02% | 0.0% |
| TTE | Sell | TOTAL SA ADRadr | $288,000 | -31.8% | 5,704 | -33.2% | 0.02% | -34.8% |
| BIIB | Sell | BIOGEN IDEC INCstock | $295,000 | -12.7% | 1,399 | -0.7% | 0.02% | -16.7% |
| OTIS | Sell | OTIS WORLDWIDE CORP COMstock | $280,000 | -12.5% | 3,634 | -1.1% | 0.01% | -17.6% |
| NVS | Sell | NOVARTIS AG ADRadr | $283,000 | -58.9% | 3,223 | -59.1% | 0.01% | -62.2% |
| LW | Sell | LAMB WESTON HLDGS INC COMstock | $260,000 | -7.5% | 4,335 | -2.1% | 0.01% | -13.3% |
| ALC | Sell | ALCON AG ORD SHSstock | $254,000 | -19.9% | 3,200 | -12.0% | 0.01% | -23.5% |
| SGFY | Sell | SIGNIFY HEALTH INC CL A COMstock | $252,000 | +27.3% | 13,900 | -0.1% | 0.01% | +18.2% |
| SNAP | Sell | SNAP INC CL Astock | $253,000 | -20.9% | 6,644 | -2.2% | 0.01% | -23.5% |
| BUD | Sell | ANHEUSER BUSCHadr | $255,000 | -5.6% | 4,250 | -4.6% | 0.01% | -13.3% |
| OGN | Sell | ORGANON & CO COMMON STOCKstock | $260,000 | -39.8% | 7,449 | -47.5% | 0.01% | -43.5% |
| TTD | Sell | THE TRADE DESK INC COM CL Astock | $227,000 | -53.3% | 3,284 | -38.1% | 0.01% | -53.8% |
| VMW | Sell | VMWARE INC CL A CLASS Astock | $217,000 | -30.2% | 1,905 | -29.1% | 0.01% | -35.3% |
| SNY | Sell | SANOFI SAadr | $218,000 | -21.6% | 4,245 | -23.6% | 0.01% | -26.7% |
| SAVA | Sell | CASSAVA SCIENCES INC COMstock | $219,000 | -27.5% | 5,900 | -14.5% | 0.01% | -31.2% |
| WHR | Sell | WHIRLPOOL CORP COMstock | $217,000 | -46.8% | 1,255 | -27.7% | 0.01% | -50.0% |
| Sell | GRAB HOLDINGS LIMITED CLASS A ORDstock | $149,000 | -51.9% | 42,600 | -2.1% | 0.01% | -52.9% | |
| TGTX | Sell | TG THERAPEUTICS INC COMstock | $163,000 | -62.0% | 17,100 | -24.3% | 0.01% | -65.2% |
| AAPL | Sell | APPLE INCcall | $157,000 | -35.1% | 900 | -40.0% | 0.01% | -38.5% |
| ABNB | Sell | AIRBNB INC COM CL Astock | $154,000 | -3.1% | 894 | -6.4% | 0.01% | -11.1% |
| DBRG | Sell | DIGITALBRIDGE GROUP INC CL A COMreit | $110,000 | -56.7% | 15,240 | -50.0% | 0.01% | -57.1% |
| FTK | Sell | FLOTEK INDS INC DEL COMstock | $69,000 | -18.8% | 55,000 | -26.7% | 0.00% | -20.0% |
| SNAP | Sell | SNAP INC CL Acall | $46,000 | -34.3% | 1,200 | -20.0% | 0.00% | -50.0% |
| MPC | Exit | MARATHON PETE CORPcall | $0 | – | -100 | -100.0% | 0.00% | – |
| OPEN | Sell | OPENDOOR TECHNOLOGIES INC COMcall | $9,000 | -60.9% | 1,000 | -37.5% | 0.00% | -100.0% |
| BPMX | Exit | TIMBER PHARMACEUTICALS INC COMstock | $0 | – | -12,000 | -100.0% | 0.00% | – |
| PENN | Sell | PENN NATL GAMING INCcall | $8,000 | -80.5% | 200 | -75.0% | 0.00% | -100.0% |
| ITRM | Exit | ITERUM THERAPEUTICS PLC SHSstock | $0 | – | -20,600 | -100.0% | 0.00% | – |
| PFE | Exit | PFIZER INC COMcall | $0 | – | -100 | -100.0% | 0.00% | – |
| EDTK | Exit | SKILLFUL CRAFTSMAN ED TECH LTD ORD SHSstock | $0 | – | -11,135 | -100.0% | -0.00% | – |
| MRO | Exit | MARATHON OIL CORP COMcall | $0 | – | -1,200 | -100.0% | -0.00% | – |
| Exit | INPIXON COMstock | $0 | – | -20,000 | -100.0% | -0.00% | – | |
| KMI | Exit | KINDER MORGAN INCcall | $0 | – | -1,000 | -100.0% | -0.00% | – |
| TGTX | Exit | TG THERAPEUTICS INC COMcall | $0 | – | -1,000 | -100.0% | -0.00% | – |
| U | Exit | UNITY SOFTWARE INC COMcall | $0 | – | -100 | -100.0% | -0.00% | – |
| TDOC | Exit | TELADOC HEALTH INC COMcall | $0 | – | -200 | -100.0% | -0.00% | – |
| CTRM | Exit | CASTOR MARITIME INC SHS NEWstock | $0 | – | -13,300 | -100.0% | -0.00% | – |
| FINV | Exit | FINVOLUTION GROUP SPONSORED ADSadr | $0 | – | -10,000 | -100.0% | -0.00% | – |
| PENN | Exit | PENN NATL GAMING INCput | $0 | – | -1,000 | -100.0% | -0.00% | – |
| FSLR | Exit | FIRST SOLAR INCcall | $0 | – | -600 | -100.0% | -0.00% | – |
| ASMB | Exit | ASSEMBLY BIOSCIENCES INC COMstock | $0 | – | -25,500 | -100.0% | -0.00% | – |
| NXUWS | Exit | NOVUS CAPITAL CORPORATION II WT EXP 020226stock | $0 | – | -66,666 | -100.0% | -0.00% | – |
| TWTR | Exit | TWITTER INC COMcall | $0 | – | -2,600 | -100.0% | -0.01% | – |
| ADBE | Exit | ADOBE SYS INCcall | $0 | – | -200 | -100.0% | -0.01% | – |
| GLNG | Exit | GOLAR LNG LTD SHS ISIN BMG9456A1009stock | $0 | – | -10,800 | -100.0% | -0.01% | – |
| PYPL | Exit | PAYPAL HLDGS INC COMcall | $0 | – | -800 | -100.0% | -0.01% | – |
| NMZ | Exit | NUVEEN MUN HIGH INCOME OPPORTU COMcef | $0 | – | -10,601 | -100.0% | -0.01% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC COMput | $0 | – | -1,100 | -100.0% | -0.01% | – |
| AINV | Exit | APOLLO INVT CORP COM SH BEN INTcef | $0 | – | -13,900 | -100.0% | -0.01% | – |
| ECL | Exit | ECOLAB INC COMstock | $0 | – | -905 | -100.0% | -0.01% | – |
| CVNA | Exit | CARVANA CO CL Astock | $0 | – | -895 | -100.0% | -0.01% | – |
| SOCL | Exit | GLOBAL X FDS GLOBAL X SOCIAL MEDIA INDEX ETFetf | $0 | – | -3,929 | -100.0% | -0.01% | – |
| PACW | Exit | PACWEST BANCORP DEL COMstock | $0 | – | -4,428 | -100.0% | -0.01% | – |
| LBTYA | Exit | LIBERTY GLOBAL PLC SHS CL Astock | $0 | – | -7,294 | -100.0% | -0.01% | – |
| WSM | Exit | WILLIAMS SONOMA INC COMstock | $0 | – | -1,190 | -100.0% | -0.01% | – |
| ITB | Exit | ISHARES DOW JONES US HOME CONST (ETF)etf | $0 | – | -2,688 | -100.0% | -0.01% | – |
| TDOC | Exit | TELADOC HEALTH INC COMstock | $0 | – | -2,414 | -100.0% | -0.01% | – |
| NOVA | Exit | SUNNOVA ENERGY INTL INC. COMstock | $0 | – | -7,650 | -100.0% | -0.01% | – |
| KNSL | Exit | KINSALE CAP GROUP INC COMstock | $0 | – | -910 | -100.0% | -0.01% | – |
| TRUP | Exit | TRUPANION INC COM USD0.00001stock | $0 | – | -1,611 | -100.0% | -0.01% | – |
| TEAM | Exit | ATLASSIAN CORP PLC CL Astock | $0 | – | -570 | -100.0% | -0.01% | – |
| DDOG | Exit | DATADOG INC CL A COMstock | $0 | – | -1,242 | -100.0% | -0.01% | – |
| CFX | Exit | COLFAX CORPstock | $0 | – | -4,800 | -100.0% | -0.01% | – |
| VCR | Exit | VANGUARD CONSUMER DISCRETIONARYetf | $0 | – | -695 | -100.0% | -0.01% | – |
| REGN | Exit | REGENERON PHARMACEUTICALS INCstock | $0 | – | -389 | -100.0% | -0.01% | – |
| RBLX | Exit | ROBLOX CORP CL Astock | $0 | – | -2,285 | -100.0% | -0.01% | – |
| WRK | Exit | WESTROCK CO COMstock | $0 | – | -5,223 | -100.0% | -0.01% | – |
| PGR | Exit | PROGRESSIVE CORP COMstock | $0 | – | -2,345 | -100.0% | -0.01% | – |
| CLW | Exit | CLEARWATER PAPER CORP COMstock | $0 | – | -6,900 | -100.0% | -0.01% | – |
| ZBRA | Exit | ZEBRA TECHNOLOGIES CORPORATION CL Astock | $0 | – | -424 | -100.0% | -0.01% | – |
| TACO | Exit | DEL TACO RESTAURANTS INC NEW COMstock | $0 | – | -21,250 | -100.0% | -0.01% | – |
| SCHM | Exit | SCHWAB US MID-CAP ETFetf | $0 | – | -3,375 | -100.0% | -0.02% | – |
| RDSB | Exit | ROYAL DUTCH SHELL PLC SPON ADR Bcall | $0 | – | -7,000 | -100.0% | -0.02% | – |
| LOB | Exit | LIVE OAK BANCSHARES INC COMstock | $0 | – | -3,339 | -100.0% | -0.02% | – |
| FSLR | Exit | FIRST SOLAR INCstock | $0 | – | -3,358 | -100.0% | -0.02% | – |
| ICLN | Exit | ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUNDetf | $0 | – | -15,218 | -100.0% | -0.02% | – |
| GLD | Exit | SPDR GOLD ETFput | $0 | – | -2,000 | -100.0% | -0.02% | – |
| RWR | Exit | SPDR DJ WILSHIRE REIT (ETF)etf | $0 | – | -3,247 | -100.0% | -0.02% | – |
| TGT | Exit | TARGET CORP COMput | $0 | – | -2,100 | -100.0% | -0.03% | – |
| WLK | Exit | WESTLAKE CHEM CORP COMstock | $0 | – | -5,115 | -100.0% | -0.03% | – |
| RDSB | Exit | ROYAL DUTCH SHELL PLC SPON ADR Badr | $0 | – | -12,104 | -100.0% | -0.03% | – |
| CLF | Exit | CLEVELAND-CLIFFS INC NEW COMstock | $0 | – | -24,400 | -100.0% | -0.03% | – |
| U | Exit | UNITY SOFTWARE INC COMstock | $0 | – | -3,940 | -100.0% | -0.03% | – |
| DG | Exit | DOLLAR GEN CORPput | $0 | – | -2,900 | -100.0% | -0.04% | – |
| DG | Exit | DOLLAR GEN CORPcall | $0 | – | -2,900 | -100.0% | -0.04% | – |
| APO | Exit | APOLLO GLOBAL MGMT LLC COM NPV CL A SHSstock | $0 | – | -10,365 | -100.0% | -0.04% | – |
| RDSA | Exit | ROYAL DUTCH SHELL PLC-ADRadr | $0 | – | -20,118 | -100.0% | -0.05% | – |
| IXC | Exit | ISHARES S&P GLOBAL ENERGYetf | $0 | – | -34,526 | -100.0% | -0.05% | – |
| DFAT | Exit | DIMENSIONAL U.S. TARGETED VALUE ETFetf | $0 | – | -21,703 | -100.0% | -0.06% | – |
| NXU | Exit | NOVUS CAPITAL CORPORATION II COM CL Astock | $0 | – | -184,998 | -100.0% | -0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF | 25 | Q3 2023 | 20.4% |
| ISHARES S&P SMALL-CAP FUND | 25 | Q3 2023 | 7.4% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 25 | Q3 2023 | 7.4% |
| VANGUARD FTSE EMERGING MARKETS ETF | 25 | Q3 2023 | 6.5% |
| APPLE INC COM | 25 | Q3 2023 | 5.2% |
| ISHARES S&P 500 INDEX | 25 | Q3 2023 | 10.1% |
| MICROSOFT CORP COM | 25 | Q3 2023 | 2.8% |
| ISHARES MSCI EAFE ETF | 25 | Q3 2023 | 2.3% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 25 | Q3 2023 | 2.2% |
| AMAZON COM INC COM | 25 | Q3 2023 | 8.1% |
View Valeo Financial Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-04-25 |
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-04-28 |
View Valeo Financial Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.