$1.59 Billion is the total value of Valeo Financial Advisors, LLC's 518 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 32.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETFetf | $296,561,000 | -10.1% | 786,113 | +0.1% | 18.61% | +11.0% |
| IJR | Buy | ISHARES S&P SMALLCAP 600 ETFetf | $115,830,000 | -9.6% | 1,273,916 | +4.6% | 7.27% | +11.6% |
| RSP | Buy | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $78,271,000 | -6.3% | 583,112 | +5.9% | 4.91% | +15.8% |
| EFA | Buy | ISHARES MSCI EAFE ETFetf | $29,582,000 | +2.9% | 473,387 | +21.2% | 1.86% | +27.1% |
| VTI | Buy | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $22,857,000 | -16.9% | 121,183 | +0.4% | 1.43% | +2.6% |
| AMZN | Buy | AMAZON.COM INCstock | $22,289,000 | -39.4% | 209,828 | +1760.3% | 1.40% | -25.1% |
| VXUS | Buy | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $14,958,000 | -11.8% | 289,833 | +2.2% | 0.94% | +9.1% |
| VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $12,780,000 | -3.7% | 313,246 | +13.3% | 0.80% | +18.8% |
| IEFA | Buy | ISHARES CORE MSCI EAFEetf | $11,176,000 | +1.3% | 189,909 | +14.0% | 0.70% | +25.2% |
| EEM | Buy | ISHARES MSCI EMERGING MARKETS ETFetf | $8,450,000 | +2.2% | 210,728 | +15.1% | 0.53% | +26.2% |
| Buy | PARAGON 28 INC COMstock | $7,856,000 | +45.3% | 495,005 | +53.3% | 0.49% | +79.3% | |
| IWF | Buy | ISHARES RUSSELL 1000 GROWTH ETFetf | $7,493,000 | -17.7% | 32,395 | +4.8% | 0.47% | +1.5% |
| VTEB | Buy | VANGUARD TAX-EXEMPT BOND ETFetf | $5,948,000 | +27.7% | 119,157 | +31.9% | 0.37% | +57.4% |
| MBIN | Buy | MERCHANTS BANCORP IND COMstock | $5,920,000 | -16.9% | 261,124 | +0.3% | 0.37% | +2.8% |
| CRM | Buy | SALESFORCE COMstock | $5,810,000 | -3.8% | 81,360 | +8.9% | 0.36% | +18.9% |
| SPSM | Buy | SPDR PORTFOLIO S&P 600 SMALL CAP ETFetf | $5,586,000 | -9.0% | 155,261 | +6.4% | 0.35% | +12.5% |
| VT | Buy | VANGUARD TOTAL WORLD STOCK ETFetf | $5,260,000 | +517.4% | 61,636 | +632.4% | 0.33% | +667.4% |
| FDX | Buy | FEDEX CORPstock | $3,870,000 | -0.1% | 17,069 | +2.0% | 0.24% | +23.4% |
| STZ | Buy | CONSTELLATION BRANDS INC CL Astock | $3,253,000 | +1.6% | 13,956 | +0.4% | 0.20% | +25.2% |
| CNVY | Buy | CONVEY HLDG PARENT INC COMstock | $3,085,000 | +239.0% | 296,589 | +113.2% | 0.19% | +321.7% |
| ZBH | Buy | ZIMMER HLDGS INCstock | $2,936,000 | -14.6% | 27,948 | +4.0% | 0.18% | +5.1% |
| C | Buy | CITIGROUP INCstock | $2,889,000 | -8.2% | 62,808 | +6.6% | 0.18% | +13.1% |
| TGT | Buy | TARGET CORP COMstock | $2,756,000 | -30.9% | 19,514 | +3.8% | 0.17% | -14.8% |
| PYPL | Buy | PAYPAL HLDGS INC COMstock | $2,746,000 | -39.2% | 62,256 | +0.5% | 0.17% | -24.9% |
| DRE | Buy | DUKE REALTY CORPreit | $2,593,000 | +23.2% | 47,194 | +30.2% | 0.16% | +52.3% |
| IBM | Buy | INTL BUSINESS MACHINESstock | $2,502,000 | +12.6% | 17,719 | +3.6% | 0.16% | +38.9% |
| FFBC | Buy | FIRST FINANCIAL BANCORP INC OHIOstock | $2,466,000 | -9.3% | 127,111 | +7.8% | 0.16% | +12.3% |
| DHR | Buy | DANAHER CORPstock | $2,118,000 | -11.6% | 8,353 | +2.3% | 0.13% | +9.0% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L Pstock | $2,082,000 | -4.5% | 85,440 | +1.1% | 0.13% | +18.0% |
| BP | Buy | BP PLC SPONSORED ADRadr | $2,006,000 | +13.1% | 70,755 | +17.3% | 0.13% | +40.0% |
| SNOW | Buy | SNOWFLAKE INC CL Astock | $1,943,000 | +0.4% | 13,972 | +65.4% | 0.12% | +24.5% |
| DVY | Buy | ISHARES DJ SELECT DIVIDENDetf | $1,929,000 | -8.0% | 16,396 | +0.2% | 0.12% | +13.1% |
| F | Buy | FORD MOTOR COMPANYstock | $1,882,000 | +34.3% | 169,065 | +104.1% | 0.12% | +66.2% |
| New | DIMENSIONAL US MARKETWIDE VALUE ETFetf | $1,737,000 | – | 54,958 | +100.0% | 0.11% | – | |
| HDV | Buy | ISHARES TR HIGH DIVID EQUITY FDetf | $1,676,000 | +4.4% | 16,691 | +11.1% | 0.10% | +28.0% |
| VIAC | Buy | CBS CORP CL Bstock | $1,629,000 | -25.7% | 66,009 | +13.8% | 0.10% | -8.1% |
| Buy | ROYAL DUTCH SHELL PLC-ADRadr | $1,596,000 | +13.4% | 30,520 | +19.2% | 0.10% | +40.8% | |
| IEMG | Buy | ISHARES CORE MSCI EMERGING MKTSetf | $1,585,000 | +1.6% | 32,311 | +15.1% | 0.10% | +25.3% |
| GS | Buy | GOLDMAN SACHS GROUP INCstock | $1,562,000 | -5.2% | 24,100 | +1.1% | 0.10% | +16.7% |
| EQIX | Buy | EQUINIX INC COMreit | $1,510,000 | -8.7% | 2,298 | +3.1% | 0.10% | +13.1% |
| LRCX | Buy | LAM RESEARCH CORPstock | $1,503,000 | -4.4% | 3,528 | +20.7% | 0.09% | +17.5% |
| SLY | Buy | SPDR S&P 600 SMALL CAP ETFetf | $1,473,000 | +18.8% | 18,392 | +38.9% | 0.09% | +46.0% |
| IWR | Buy | ISHARES TR RUSSELL MIDCAP INDEX FDetf | $1,347,000 | -17.2% | 20,836 | +0.0% | 0.08% | +2.4% |
| ET | Buy | ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIPstock | $1,342,000 | -2.5% | 134,444 | +9.3% | 0.08% | +20.0% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INstock | $1,201,000 | +39.2% | 4,261 | +28.9% | 0.08% | +70.5% |
| SU | Buy | SUNCOR ENERGY COM NPV ISIN CA8672291066 SEDOL 2861142EXCHANGED FOR ONE SHARstock | $1,173,000 | +68.8% | 33,450 | +57.0% | 0.07% | +111.4% |
| NFLX | Buy | NETFLIX COM INCstock | $1,146,000 | -36.5% | 6,552 | +36.0% | 0.07% | -21.7% |
| TROW | Buy | T ROWE PRICE GROUP INCstock | $1,103,000 | -22.6% | 9,708 | +3.0% | 0.07% | -4.2% |
| New | WARNER BROS DISCOVERY INC COM SER Astock | $1,077,000 | – | 80,217 | +100.0% | 0.07% | – | |
| BABA | Buy | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $1,090,000 | +18.9% | 9,587 | +13.4% | 0.07% | +44.7% |
| VB | Buy | VANGUARD SMALL CAP ETFetf | $1,082,000 | -8.9% | 6,146 | +10.0% | 0.07% | +13.3% |
| SHOP | Buy | SHOPIFY INC CL Astock | $1,026,000 | -17.6% | 32,842 | +1683.0% | 0.06% | +1.6% |
| UBER | Buy | UBER TECHNOLOGIES INC COMstock | $1,001,000 | -21.1% | 48,915 | +37.6% | 0.06% | -1.6% |
| SGOV | New | ISHARES 0-3 MONTH TREASURY BOND ETFetf | $1,001,000 | – | 9,994 | +100.0% | 0.06% | – |
| DLN | Buy | WISDOMTREE U.S. LARGECAP DIVIDEND FUNDetf | $987,000 | -9.6% | 16,699 | +0.5% | 0.06% | +12.7% |
| ECOR | Buy | ELECTROCORE INC COMstock | $941,000 | -11.7% | 1,844,500 | +1.2% | 0.06% | +9.3% |
| PXD | Buy | PIONEER NATURAL RESOURCES COstock | $894,000 | -1.9% | 4,008 | +10.0% | 0.06% | +21.7% |
| UL | Buy | UNILEVER PLC SPON ADR NEWadr | $898,000 | +40.5% | 19,598 | +39.8% | 0.06% | +75.0% |
| WFCPRL | Buy | WELLS FARGO CO NEW PERP PFD CNV Aconvertible preferred | $841,000 | +1.7% | 81,996 | +0.1% | 0.05% | +26.2% |
| ACWI | Buy | ISHARES TR MSCI ACWIINDEX FDetf | $836,000 | -12.7% | 9,963 | +3.7% | 0.05% | +6.1% |
| MSFT | Buy | MICROSOFTcall | $817,000 | +2535.5% | 3,200 | +3100.0% | 0.05% | +2450.0% |
| VBR | Buy | VANGUARD SMALL CAP VALUE ETFetf | $811,000 | +18.2% | 12,433 | +13.8% | 0.05% | +45.7% |
| PSX | Buy | PHILLIPS 66stock | $801,000 | -2.0% | 9,767 | +3.3% | 0.05% | +19.0% |
| SPYD | Buy | SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETFetf | $772,000 | -1.9% | 19,335 | +8.0% | 0.05% | +20.0% |
| LEG | New | LEGGETT & PLATT INC COMstock | $727,000 | – | 21,027 | +100.0% | 0.05% | – |
| DFAS | Buy | DIMENSIONAL U.S. SMALL CAP ETFetf | $720,000 | -14.3% | 14,995 | +0.0% | 0.04% | +4.7% |
| BWA | Buy | BORG WARNER AUTOMOTIVE INCstock | $685,000 | +7.0% | 20,530 | +24.7% | 0.04% | +30.3% |
| PANW | Buy | PALO ALTO NETWORKS INC COMstock | $689,000 | -10.4% | 1,395 | +12.9% | 0.04% | +10.3% |
| AAP | Buy | ADVANCE AUTO PARTS INCstock | $653,000 | +55.8% | 3,774 | +86.6% | 0.04% | +95.2% |
| HSY | Buy | HERSHEY CO COMstock | $658,000 | -0.3% | 3,056 | +0.3% | 0.04% | +20.6% |
| DFAI | New | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFetf | $652,000 | – | 27,022 | +100.0% | 0.04% | – |
| New | GSK PLC SPONSORED ADRadr | $612,000 | – | 14,049 | +100.0% | 0.04% | – | |
| IYR | Buy | ISHARES US REAL ESTATE ETFetf | $584,000 | -8.5% | 6,350 | +7.7% | 0.04% | +15.6% |
| WLK | New | WESTLAKE CORPORATION COMstock | $591,000 | – | 6,029 | +100.0% | 0.04% | – |
| CRSP | Buy | CRISPR THERAPEUTICS AG NAMEN AKTstock | $580,000 | +3.8% | 9,547 | +7.2% | 0.04% | +28.6% |
| MELI | Buy | MERCADOLIBRE INCstock | $538,000 | -11.1% | 844 | +65.8% | 0.03% | +9.7% |
| TTE | Buy | TOTAL SA ADRadr | $512,000 | +77.8% | 9,726 | +70.5% | 0.03% | +113.3% |
| CEF | Buy | CENTRAL FUND OF CANADA LTDcef | $491,000 | -9.6% | 29,209 | +4.2% | 0.03% | +10.7% |
| HUBS | Buy | HUBSPOT INC COMstock | $499,000 | -32.7% | 1,661 | +6.3% | 0.03% | -18.4% |
| LEN | Buy | LENNAR CORP CL Astock | $482,000 | -7.5% | 6,826 | +6.4% | 0.03% | +15.4% |
| DVN | Buy | DEVON ENERGY CORPstock | $481,000 | +29.3% | 8,729 | +38.8% | 0.03% | +57.9% |
| UPST | Buy | UPSTART HLDGS INC COMstock | $470,000 | -50.2% | 14,874 | +71.9% | 0.03% | -39.6% |
| WPC | Buy | WP CAREY INC COMreit | $460,000 | +3.1% | 5,550 | +0.7% | 0.03% | +26.1% |
| IJT | Buy | ISHARES S&P SMALLCAP 600 GROWTH ETFetf | $461,000 | -14.0% | 4,377 | +2.1% | 0.03% | +7.4% |
| AMZN | Buy | AMAZON.COM INCcall | $446,000 | -89.5% | 4,200 | +223.1% | 0.03% | -87.0% |
| VMW | Buy | VMWARE INC CL A CLASS Astock | $417,000 | +92.2% | 3,659 | +92.1% | 0.03% | +136.4% |
| AMT | Buy | AMERICAN TOWER CORPreit | $413,000 | +7.6% | 1,615 | +5.6% | 0.03% | +30.0% |
| DOC | Buy | PHYSICIANS RLTY TR COMreit | $412,000 | -0.2% | 23,635 | +0.3% | 0.03% | +23.8% |
| ETN | Buy | EATON CORP PLC SHSstock | $392,000 | -15.3% | 3,110 | +1.8% | 0.02% | +4.2% |
| APD | Buy | AIR PRODS & CHEMS INC COMstock | $376,000 | +61.4% | 1,564 | +67.8% | 0.02% | +100.0% |
| BLL | Buy | BALL CORP COMstock | $380,000 | -12.4% | 5,532 | +14.8% | 0.02% | +9.1% |
| NXPI | Buy | NXP SEMICONDUCTORS NV COMstock | $387,000 | -18.5% | 2,616 | +2.0% | 0.02% | 0.0% |
| BIV | Buy | VANGUARD INTERMEDIATE-TERM BONDetf | $386,000 | +0.5% | 4,965 | +6.0% | 0.02% | +20.0% |
| MRNA | Buy | MODERNA INC COMstock | $390,000 | +9.9% | 2,732 | +32.8% | 0.02% | +33.3% |
| BSV | New | VANGUARD SHORT TERM BONDetf | $357,000 | – | 4,650 | +100.0% | 0.02% | – |
| COG | Buy | COTERRA ENERGY INC COMstock | $348,000 | +38.1% | 13,480 | +44.6% | 0.02% | +69.2% |
| HSBC | New | HSBC HOLDINGS PLC SPONS ADRput | $327,000 | – | 10,000 | +100.0% | 0.02% | – |
| DOCN | Buy | DIGITALOCEAN HLDGS INC COMstock | $312,000 | -11.1% | 7,550 | +24.3% | 0.02% | +11.1% |
| SCZ | Buy | ISHARES MSCI EAFE SMALL CAP ETFetf | $319,000 | -6.7% | 5,852 | +13.4% | 0.02% | +17.6% |
| SOFI | Buy | SOFI TECHNOLOGIES INC COMstock | $301,000 | -43.7% | 57,131 | +0.8% | 0.02% | -29.6% |
| EFG | Buy | ISHARES MSCI EAFE GROWTH INDEX ETFetf | $306,000 | +14.6% | 3,798 | +37.2% | 0.02% | +35.7% |
| TEL | Buy | TE CONNECTIVITY LTDstock | $304,000 | -11.4% | 2,684 | +2.6% | 0.02% | +11.8% |
| SPCE | Buy | VIRGIN GALACTIC HOLDINGS INC COMstock | $285,000 | +12.2% | 47,300 | +84.0% | 0.02% | +38.5% |
| CLX | Buy | CLOROX CO DEL COMstock | $288,000 | +12.1% | 2,044 | +10.4% | 0.02% | +38.5% |
| FTNT | Buy | FORTINET INC COMstock | $283,000 | +10.5% | 5,005 | +567.3% | 0.02% | +38.5% |
| INBK | Buy | FIRST INTERNET BANCORPstock | $291,000 | -14.4% | 7,909 | +0.0% | 0.02% | +5.9% |
| CRWD | Buy | CROWDSTRIKE HLDGS INC CL Astock | $281,000 | -6.6% | 1,668 | +25.9% | 0.02% | +20.0% |
| UI | Buy | UBIQUITI INC COMstock | $263,000 | -14.3% | 1,060 | +0.5% | 0.02% | +6.2% |
| VIOO | Buy | VANGUARD S&P SMALL-CAP 600 ETFetf | $267,000 | +9.4% | 1,570 | +27.3% | 0.02% | +41.7% |
| SPHQ | Buy | INVESCO S&P 500 QUALITY ETFetf | $273,000 | +25.8% | 6,510 | +49.9% | 0.02% | +54.5% |
| ATVI | New | ACTIVISION INCstock | $277,000 | – | 3,557 | +100.0% | 0.02% | – |
| ZM | Buy | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $264,000 | -7.7% | 2,446 | +0.4% | 0.02% | +13.3% |
| New | DRAFTKINGS INC NEW COM CL Astock | $258,000 | – | 22,150 | +100.0% | 0.02% | – | |
| ANF | Buy | ABERCROMBIE & FITCH CO CL Astock | $259,000 | -46.6% | 15,293 | +0.8% | 0.02% | -36.0% |
| BILL | Buy | BILL COM HLDGS INC COMstock | $253,000 | -46.4% | 2,300 | +10.4% | 0.02% | -33.3% |
| EQNR | New | STATOIL ASA SPONSORED ADR CMNadr | $247,000 | – | 7,105 | +100.0% | 0.02% | – |
| CLW | New | CLEARWATER PAPER CORP COMstock | $232,000 | – | 6,900 | +100.0% | 0.02% | – |
| YETI | New | YETI HLDGS INC COMstock | $243,000 | – | 5,500 | +100.0% | 0.02% | – |
| TTD | Buy | THE TRADE DESK INC COM CL Astock | $236,000 | +4.0% | 5,639 | +71.7% | 0.02% | +25.0% |
| MCK | New | MCKESSON CORPstock | $239,000 | – | 734 | +100.0% | 0.02% | – |
| BNDX | New | VANGUARD TOTAL INTERNATIONAL BOND ETFetf | $245,000 | – | 4,954 | +100.0% | 0.02% | – |
| GKOS | Buy | GLAUKOS CORP COMstock | $238,000 | -17.6% | 5,243 | +4.9% | 0.02% | 0.0% |
| CHDN | Buy | CHURCHILL DOWNS INC COMstock | $208,000 | -10.0% | 1,088 | +4.6% | 0.01% | +8.3% |
| WD | Buy | WALKER & DUNLOP INC COMstock | $209,000 | -14.3% | 2,166 | +15.0% | 0.01% | +8.3% |
| VHT | Buy | VANGUARD HEALTH CARE ETFetf | $200,000 | -1.0% | 851 | +7.2% | 0.01% | +30.0% |
| ZS | Buy | ZSCALER INC COMstock | $208,000 | -32.7% | 1,394 | +9.0% | 0.01% | -18.8% |
| IBDP | New | ISHARES IBONDS DEC 2024 TERM CORPORATE ETFetf | $207,000 | – | 8,360 | +100.0% | 0.01% | – |
| AAPL | Buy | APPLE INCcall | $191,000 | +21.7% | 1,400 | +55.6% | 0.01% | +50.0% |
| TGTX | Buy | TG THERAPEUTICS INC COMstock | $178,000 | +9.2% | 42,000 | +145.6% | 0.01% | +37.5% |
| NRZ | Buy | NEW RESIDENTIAL INVESTMENT CORPreit | $166,000 | -13.5% | 17,855 | +2.0% | 0.01% | 0.0% |
| ZS | New | ZSCALER INC COMput | $164,000 | – | 1,100 | +100.0% | 0.01% | – |
| PTON | Buy | PELOTON INTERACTIVE INC CL A COMstock | $128,000 | -59.2% | 13,984 | +17.7% | 0.01% | -50.0% |
| QQQ | New | POWERSHARES QQQ TRput | $112,000 | – | 400 | +100.0% | 0.01% | – |
| AVDL | New | AVADEL PHARMACEUTICALS PLC SPONSORED ADRadr | $110,000 | – | 45,000 | +100.0% | 0.01% | – |
| QQQ | New | POWERSHARES QQQ TRcall | $56,000 | – | 200 | +100.0% | 0.00% | – |
| New | DERMTECH INC COMstock | $60,000 | – | 10,865 | +100.0% | 0.00% | – | |
| SAN | Buy | BANCO SANTANDER CENT HISPadr | $46,000 | -6.1% | 16,586 | +13.6% | 0.00% | +50.0% |
| HSBC | New | HSBC HOLDINGS PLC SPONS ADRadr | $54,000 | – | 1,638 | +100.0% | 0.00% | – |
| TLRY | New | TILRAY BRANDS INC COM CL 2stock | $54,000 | – | 17,370 | +100.0% | 0.00% | – |
| VSTM | Buy | VERASTEM INC COMstock | $27,000 | -15.6% | 23,500 | +4.4% | 0.00% | 0.0% |
| New | BLACKSKY TECHNOLOGY INC COM CL Astock | $33,000 | – | 14,355 | +100.0% | 0.00% | – | |
| CAT | New | CATERPILLAR INC COMcall | $36,000 | – | 200 | +100.0% | 0.00% | – |
| HYLN | New | HYLIION HOLDINGS CORP COMMON STOCKstock | $35,000 | – | 10,974 | +100.0% | 0.00% | – |
| SHOP | New | SHOPIFY INC CL Acall | $31,000 | – | 1,000 | +100.0% | 0.00% | – |
| TWTR | New | TWITTER INC COMput | $37,000 | – | 1,000 | +100.0% | 0.00% | – |
| TWTR | New | TWITTER INC COMcall | $37,000 | – | 1,000 | +100.0% | 0.00% | – |
| MNMD | New | MIND MEDICINE MINDMED INC COMMON SHARESstock | $9,000 | – | 14,023 | +100.0% | 0.00% | – |
| New | LOGICMARK INC COM NEWstock | $22,000 | – | 20,000 | +100.0% | 0.00% | – | |
| SEEL | New | SEELOS THERAPEUTICS INC COMstock | $10,000 | – | 14,825 | +100.0% | 0.00% | – |
| HUT | Buy | HUT 8 MNG CORP COMstock | $16,000 | -73.8% | 11,881 | +7.0% | 0.00% | -66.7% |
| SNDL | New | SNDL INC COMstock | $13,000 | – | 40,000 | +100.0% | 0.00% | – |
| VZ | New | VERIZON COMMUNICATIONSput | $15,000 | – | 300 | +100.0% | 0.00% | – |
| DKNG | Exit | DRAFTKINGS INC COM CL Aput | $0 | – | 0 | +100.0% | 0.00% | – |
| TSLA | New | TESLA MOTORS INCput | $0 | – | 0 | +100.0% | 0.00% | – |
| New | DRAFTKINGS INC NEW COM CL Acall | $6,000 | – | 500 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-03
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.