Valeo Financial Advisors, LLC Purchases in Q3 2025

Valeo Financial Advisors, LLC

  • $4.36 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
34.8K
+ 1.53%
$108.46 - $120.63 $3.77M - $4.2M
2.3M $274M
IVV
Ishares Core S&P 500 ETF

ETFs
11.3K
+ 5.05%
$620.67 - $670.08 $7.01M - $7.57M
235K $157M
NVDA
Nvidia Corp

Technology
2.02K
+ 0.34%
$153.3 - $186.58 $310K - $378K
605K $113M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
65.1K
+ 1.79%
$62.09 - $66.51 $4.04M - $4.33M
3.7M $241M
JCPB
J P Morgan Exchange Traded Fd

ETFs
250K
+ 11.14%
$46.37 - $47.77 $11.6M - $11.9M
2.49M $119M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
13.9K
+ 14.47%
$567.77 - $614.76 $7.88M - $8.53M
110K $67.2M
PLD
Prologis, Inc.

Real Estate
20K
+ 2.34%
$104.08 - $115.35 $2.08M - $2.31M
875K $100M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
174K
+ 11.63%
$45.26 - $46.63 $7.89M - $8.13M
1.67M $77.4M
IEFA
Ishares Tr

ETFs
58.1K
+ 6.02%
$81.7 - $87.53 $4.75M - $5.09M
1.02M $89.4M
VGIT
Vanguard Intermediate Term Tre

ETFs
112K
+ 7.4%
$58.97 - $60.36 $6.63M - $6.79M
1.63M $98M
IEMG
Ishares Inc

ETFs
54K
+ 1.86%
N/A
2.96M $159M
IWM
Ishares Russell 2000 ETF

ETFs
545
+ 0.53%
$214.92 - $244.84 $117K - $133K
104K $25.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
978
+ 0.15%
$87.29 - $93.61 $85.4K - $91.6K
655K $61.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
83.4K
+ 72.92%
$24.46 - $26.5 $2.04M - $2.21M
198K $5.21M
PULS
Pgim ETF Tr

ETFs
43.5K
New
$49.58 - $49.83 $2.15M - $2.17M
43.5K $2.17M
VEA
Vanguard Ftse Developed Market

ETFs
6.26K
+ 1.16%
$56.02 - $60.3 $350K - $377K
545K $32.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
660
+ 2.16%
$224.68 - $282.71 $148K - $187K
31.2K $8.72M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
35.1K
New
$50.53 - $50.82 $1.77M - $1.78M
35.1K $1.78M
META
Meta Platforms, Inc.

Communication Services
2.64K
+ 5.73%
$695.21 - $791.73 $1.83M - $2.09M
48.7K $35.8M
GPC
Genuine Parts CO

Consumer Cyclical
10.9K
New
$122.23 - $142.77 $1.33M - $1.56M
10.9K $1.51M
UNH
Unitedhealth Group Inc

Healthcare
2.38K
+ 11.8%
$237.77 - $353.61 $566K - $842K
22.6K $7.79M
IWF
Ishares Russell 1000 Gr ETF

ETFs
160
+ 0.5%
$420.11 - $472.68 $67.2K - $75.6K
32.4K $15.2M
BND
Vanguard Bd Index Fd Inc Total

ETFs
16.4K
+ 12.75%
$72.57 - $74.72 $1.19M - $1.22M
145K $10.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.04K
+ 80.47%
$404.94 - $499.99 $824K - $1.02M
4.57K $2.21M
XOM
Exxon Mobil Corp

Energy
5.2K
+ 4.55%
$105.83 - $117.22 $550K - $609K
119K $13.5M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 7.14%
$692600.0 - $759798.0 $693K - $760K
15 $11.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
8.5K
+ 1.0%
$78.96 - $80.04 $671K - $680K
861K $68.8M
XLK
Technology Sector Spdr

ETFs
757
+ 2.82%
$250.97 - $282.66 $190K - $214K
27.6K $7.78M
CVX
Chevron Corp

Energy
2.13K
+ 4.4%
$145.57 - $161.83 $310K - $345K
50.5K $7.84M
SCHG
Schwab Strategic Tr Us Large C

ETFs
453
+ 0.14%
$28.92 - $32.19 $13.1K - $14.6K
328K $10.5M
PEP
Pepsico Inc

Consumer Defensive
2.83K
+ 5.01%
$133.81 - $152.16 $378K - $430K
59.2K $8.31M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.49K
+ 10.19%
$108.97 - $121.65 $380K - $424K
37.7K $4.55M
XYLD
Global X Fds S&P 500 Covered C

ETFs
18K
New
$38.52 - $39.39 $693K - $709K
18K $706K
SHOP
Shopify Inc.

Technology
167
+ 0.88%
$112.11 - $157.12 $18.7K - $26.2K
19.2K $2.86M
BA
Boeing CO

Industrials
2.2K
+ 8.25%
$209.79 - $237.38 $462K - $522K
28.9K $6.23M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.35K
+ 100.09%
$225.11 - $247.9 $530K - $583K
4.7K $1.16M
VT
Vanguard Total World Stk Index

ETFs
1.53K
+ 3.42%
$128.41 - $138.03 $197K - $212K
46.3K $6.38M
EEM
Ishares Msci Emerging Markets

ETFs
147
+ 0.13%
$48.07 - $53.4 $7.07K - $7.85K
117K $6.26M
MRK
Merck & Co., Inc.

Healthcare
3.47K
+ 5.19%
$77.6 - $87.37 $269K - $303K
70.2K $5.89M
CNC
Centene Corp

Healthcare
17.1K
New
$25.21 - $56.65 $431K - $969K
17.1K $610K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.28K
+ 9.66%
$97.75 - $100.75 $516K - $532K
59.9K $6.01M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
18.3K
+ 18.75%
$26.38 - $27.95 $483K - $512K
116K $3.17M
CLX
Clorox CO

Consumer Defensive
4.35K
+ 146.27%
$117.67 - $131.43 $512K - $572K
7.32K $903K
IVE
Ishares S&P 500 Value ETF

ETFs
1.61K
+ 9.09%
$194.44 - $206.51 $313K - $333K
19.3K $4M
DUK
Duke Energy Corp

Utilities
3.33K
+ 18.79%
$116.31 - $125.93 $387K - $419K
21K $2.6M
CVS
Cvs Health Corp

Healthcare
4.39K
+ 16.39%
$58.75 - $76.5 $258K - $336K
31.2K $2.35M
VTV
Vanguard Value ETF

ETFs
203
+ 0.46%
$175.51 - $186.57 $35.6K - $37.9K
44.2K $8.24M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
15.6K
New
$28.77 - $29.79 $450K - $466K
15.6K $463K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
946
+ 23.08%
$103.83 - $179.9 $98.2K - $170K
5.04K $901K
Activity Summary
Buys All Purchases 405 New Holdings 81 Increased Positions 324 Sells All Sells 336 Reductions 336 Sold out 0 Options Calls 22 Puts 12
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