Valeo Financial Advisors, LLC Purchases in Q4 2024

Valeo Financial Advisors, LLC

  • $3.97 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
COIN
Coinbase Global, Inc.

Technology
228
+ 11.28%
$163.17 - $343.62 $37.2K - $78.3K
2.25K $558K
COF
Capital One Financial Corp

Financial Services
252
+ 4.79%
$145.19 - $192.01 $36.6K - $48.4K
5.52K $983K
ADP
Automatic Data Processing Inc

Industrials
245
+ 3.27%
$280.08 - $307.97 $68.6K - $75.5K
7.73K $2.26M
VRT
Vertiv Holdings CO

Industrials
2.07K
New
N/A
2.07K $179K
EQIX
Equinix Inc

Real Estate
26
+ 0.95%
$865.69 - $985.0 $22.5K - $25.6K
2.77K $2.61M
VIG
Vanguard Dividend Appreciation

ETFs
958
+ 17.24%
N/A
6.52K $1.19M
TGTX
Tg Therapeutics, Inc.

Healthcare
3.31K
+ 32.37%
$21.31 - $35.09 $70.5K - $116K
13.5K $407K
ISRG
Intuitive Surgical Inc

Healthcare
74
+ 1.8%
$471.27 - $550.62 $34.9K - $40.7K
4.19K $2.19M
DGRO
Ishares Core Dividend Growth E

ETFs
2.93K
+ 25.46%
$60.73 - $64.94 $178K - $191K
14.5K $886K
EQT
Eqt Corp

Energy
2.22K
+ 34.0%
$35.62 - $46.89 $79K - $104K
8.74K $402K
ETR
Entergy Corp

Utilities
7.74K
+ 101.04%
$73.19 - $156.4 $567K - $1.21M
15.4K $1.17M
TTD
Trade Desk, Inc.

Technology
817
+ 10.23%
$108.7 - $139.51 $88.8K - $114K
8.81K $1.03M
VV
Vanguard Large Cap ETF

ETFs
511
+ 19.23%
$260.27 - $280.65 $133K - $143K
3.17K $854K
GPN
Global Payments Inc

Industrials
937
+ 20.68%
$97.57 - $119.38 $91.4K - $112K
5.47K $612K
ALK
Alaska Air Group, Inc.

Industrials
16
+ 0.21%
$42.48 - $67.6 $680 - $1.08K
7.57K $489K
VST
Vistra Corp.

Utilities
291
+ 5.23%
$115.74 - $166.61 $33.7K - $48.5K
5.85K $806K
IYF
Ishares Tr

ETFs
985
+ 26.52%
$102.7 - $119.05 $101K - $117K
4.7K $519K
STLA
Stellantis N.V.

Consumer Cyclical
10.2K
New
$12.37 - $13.99 $126K - $143K
10.2K $133K
USB
Us Bancorp \De\

Financial Services
1.57K
+ 5.76%
$43.98 - $53.66 $68.8K - $84K
28.8K $1.38M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
469
+ 41.88%
$193.7 - $235.05 $90.8K - $110K
1.59K $363K
JD
Jd.Com, Inc.

Consumer Cyclical
3.73K
New
$33.35 - $47.1 $124K - $176K
3.73K $129K
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
17.3K
+ 56.98%
$7.31 - $8.06 $127K - $139K
47.7K $367K
AAL
American Airlines Group Inc.

Industrials
11.4K
New
N/A
11.4K $126K
COP
Conocophillips

Energy
2.69K
+ 11.41%
$95.12 - $114.72 $256K - $308K
26.3K $2.6M
SRE
Sempra Energy

Utilities
1.26K
+ 44.27%
$80.81 - $94.77 $102K - $119K
4.1K $359K
TPL
Texas Pacific Land Corp

Energy
1
+ 0.19%
$915.49 - $1730.0 $915 - $1.73K
530 $586K
ONB
Old National Bancorp

Financial Services
2.07K
+ 8.88%
$17.94 - $23.23 $37.1K - $48.1K
25.4K $550K
ON
On Semiconductor Corp

Technology
2.65K
+ 49.94%
$63.05 - $74.7 $167K - $198K
7.94K $500K
IWV
Ishares Russell 3000 ETF

ETFs
21
+ 0.15%
$323.08 - $349.08 $6.78K - $7.33K
14.3K $4.79M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
2.67K
+ 54.86%
$52.1 - $57.26 $139K - $153K
7.53K $392K
FAST
Fastenal CO

Industrials
1.46K
+ 16.48%
$69.99 - $84.35 $102K - $123K
10.3K $743K
PAYC
Paycom Software, Inc.

Technology
149
+ 7.37%
$159.94 - $240.25 $23.8K - $35.8K
2.17K $444K
DLR
Digital Realty Trust, Inc.

Real Estate
327
+ 10.34%
$156.46 - $195.69 $51.2K - $64K
3.49K $619K
SZC
Cushing Next Gen Infrastructure Income Fund

Financial Services
2.8K
+ 39.78%
N/A
9.84K $376K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
447
+ 26.48%
$238.25 - $261.28 $106K - $117K
2.14K $517K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.06K
+ 4.19%
$87.25 - $95.52 $92.7K - $101K
26.4K $2.34M
ETN
Eaton Corp PLC

Industrials
280
+ 2.49%
$326.96 - $377.52 $91.5K - $106K
11.5K $3.83M
ORCL
Oracle Corp

Technology
2.38K
+ 2.94%
$165.41 - $192.43 $394K - $458K
83.4K $13.9M
PNC
Pnc Financial Services Group, Inc.

Financial Services
196
+ 2.99%
$178.39 - $215.0 $35K - $42.1K
6.76K $1.3M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
12
+ 0.13%
$131.26 - $163.78 $1.58K - $1.97K
9.3K $1.39M
DELL
Dell Technologies Inc.

Technology
1.01K
+ 12.31%
$111.96 - $144.21 $113K - $145K
9.17K $1.06M
AVUV
American Centy ETF Tr Avantis

ETFs
859
+ 7.59%
$94.37 - $106.41 $81.1K - $91.4K
12.2K $1.18M
SAP
Sap Se

Technology
180
+ 7.07%
$218.13 - $255.54 $39.3K - $46K
2.73K $671K
GILD
Gilead Sciences, Inc.

Healthcare
45
+ 0.47%
$83.95 - $97.9 $3.78K - $4.41K
9.58K $885K
IGV
Ishares Expanded Tech Software

ETFs
129
+ 1.88%
$87.5 - $110.17 $11.3K - $14.2K
6.98K $698K
SQ
Block, Inc.

Technology
348
+ 11.45%
$65.06 - $98.92 $22.6K - $34.4K
3.39K $287K
IJK
Ishares S&P Midcap 400 Growth

ETFs
939
+ 26.27%
$90.66 - $99.46 $85.1K - $93.4K
4.51K $410K
TMUS
T Mobile Us, Inc.

Communication Services
18
+ 0.33%
$206.1 - $246.94 $3.71K - $4.44K
5.41K $1.19M
VTWG
Vanguard Russell 2000 Growth E

ETFs
365
+ 32.42%
$202.91 - $229.76 $74.1K - $83.9K
1.49K $313K
Activity Summary
Buys All Purchases 358 New Holdings 53 Increased Positions 305 Sells All Sells 273 Reductions 273 Sold out 0 Options Calls 26 Puts 23
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