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
SCHE
Schwab Strategic Tr Us Emergin

ETFs
91
+ 0.16%
$30.13 - $33.37 $2.74K - $3.04K
56.4K $1.88M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.06K
+ 61.75%
$55.61 - $57.37 $170K - $176K
8.02K $457K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.06K
+ 56.06%
$75.26 - $80.19 $155K - $165K
5.74K $458K
QCOM
Qualcomm Inc

Technology
156
+ 0.76%
$145.84 - $173.55 $22.8K - $27.1K
20.7K $3.44M
SAN
Banco Santander, S.A.

Financial Services
4.72K
+ 8.57%
$8.27 - $10.48 $39.1K - $49.5K
59.9K $627K
DGRO
Ishares Core Dividend Growth E

ETFs
1.58K
+ 10.81%
$64.12 - $68.08 $102K - $108K
16.2K $1.11M
HUM
Humana Inc

Healthcare
653
New
$220.41 - $312.0 $144K - $204K
653 $169K
UBS
Ubs Group Ag

Financial Services
1.62K
+ 11.51%
$33.77 - $42.38 $54.8K - $68.8K
15.7K $644K
KHC
Kraft Heinz CO

Consumer Defensive
6.23K
+ 29.78%
$25.63 - $28.94 $160K - $180K
27.1K $706K
DHI
Horton D R Inc

Consumer Cyclical
54
+ 1.39%
$129.82 - $184.04 $7.01K - $9.94K
3.93K $666K
F
Ford Motor CO

Consumer Cyclical
3.05K
+ 2.63%
$10.82 - $12.09 $33K - $36.8K
119K $1.42M
DDOG
Datadog, Inc.

Technology
877
+ 20.32%
$124.52 - $155.15 $109K - $136K
5.19K $739K
AZN
Astrazeneca PLC

Healthcare
467
+ 2.66%
$68.72 - $82.11 $32.1K - $38.3K
18K $1.38M
HSBC
Hsbc Holdings PLC

Financial Services
687
+ 6.64%
$60.27 - $70.98 $41.4K - $48.8K
11K $783K
NVS
Novartis Ag

Healthcare
683
+ 7.37%
$113.5 - $129.73 $77.5K - $88.6K
9.95K $1.28M
PL
Planet Labs Pbc

Industrials
925
+ 4.47%
$6.14 - $12.98 $5.68K - $12K
21.6K $280K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
3.1K
+ 6.65%
$13.29 - $16.05 $41.2K - $49.8K
49.8K $793K
LEN
Lennar Corp

Consumer Cyclical
29
+ 0.3%
$107.73 - $142.4 $3.12K - $4.13K
9.7K $1.22M
ATEC
Alphatec Holdings, Inc.

Healthcare
846
+ 2.09%
$10.31 - $16.55 $8.72K - $14K
41.3K $600K
FAST
Fastenal CO

Industrials
73
+ 0.36%
$42.47 - $50.39 $3.1K - $3.68K
20.6K $1.01M
BHP
Bhp Group LTD

Basic Materials
1.36K
+ 14.47%
$48.67 - $56.22 $66K - $76.3K
10.7K $598K
BKR
Baker Hughes CO

Energy
1.29K
+ 16.32%
$38.68 - $50.55 $49.8K - $65.1K
9.18K $447K
BK
Bank Of New York Mellon Corp

Financial Services
94
+ 1.26%
$90.65 - $109.75 $8.52K - $10.3K
7.54K $821K
VCR
Vanguard Consumer Discretionar

ETFs
119
+ 4.26%
$359.61 - $401.35 $42.8K - $47.8K
2.92K $1.15M
NKE
Nike, Inc.

Consumer Cyclical
2.54K
+ 9.14%
$69.24 - $79.24 $176K - $201K
30.3K $2.11M
RIOT
Riot Blockchain, Inc.

Technology
140
+ 0.79%
$11.03 - $19.78 $1.54K - $2.77K
17.8K $339K
CDNS
Cadence Design Systems Inc

Technology
132
+ 6.25%
$309.46 - $373.37 $40.8K - $49.3K
2.25K $788K
DHR
Danaher Corp

Healthcare
626
+ 4.85%
$181.46 - $212.2 $114K - $133K
13.5K $2.69M
EMLD
Ftac Emerald Acquisition Corp.

Financial Services
12.2K
New
N/A
12.2K $132K
DAL
Delta Air Lines, Inc.

Industrials
201
+ 1.26%
$49.0 - $61.97 $9.85K - $12.5K
16.1K $913K
BDX
Becton Dickinson & CO

Healthcare
564
+ 33.35%
$172.41 - $199.66 $97.2K - $113K
2.26K $422K
WELL
Welltower Inc.

Real Estate
130
+ 2.95%
$150.71 - $178.14 $19.6K - $23.2K
4.54K $807K
TTWO
Take Two Interactive Software Inc

Communication Services
164
+ 3.02%
$217.37 - $259.96 $35.6K - $42.6K
5.59K $1.44M
JD
Jd.Com, Inc.

Consumer Cyclical
3.63K
New
$30.39 - $35.64 $110K - $129K
3.63K $126K
AFL
Aflac Inc

Financial Services
76
+ 0.42%
$98.09 - $111.7 $7.45K - $8.49K
18.2K $2.03M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
304
+ 2.45%
$90.62 - $107.71 $27.5K - $32.7K
12.7K $1.25M
TM
Toyota Motor Corp

Consumer Cyclical
242
+ 6.34%
$167.86 - $202.79 $40.6K - $49.1K
4.06K $776K
CRWD
Crowd Strike Holdings, Inc.

Technology
645
+ 6.16%
$412.46 - $514.1 $266K - $332K
11.1K $5.45M
EBAY
Ebay Inc

Consumer Cyclical
112
+ 1.71%
$75.33 - $100.77 $8.44K - $11.3K
6.66K $605K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.14K
+ 55.56%
$118.3 - $142.16 $135K - $163K
3.2K $388K
VZ
Verizon Communications Inc

Communication Services
915
+ 0.82%
$40.84 - $45.06 $37.4K - $41.2K
112K $4.92M
VOE
Vanguard Mid Cap Value Index F

ETFs
585
+ 47.76%
$164.63 - $174.58 $96.3K - $102K
1.81K $315K
RIO
Rio Tinto PLC

Basic Materials
1.21K
+ 29.8%
$57.66 - $66.01 $69.8K - $79.9K
5.27K $347K
ITW
Illinois Tool Works Inc

Industrials
38
+ 0.52%
$252.31 - $269.41 $9.59K - $10.2K
7.4K $1.93M
VTWO
Vanguard Russell 2000 ETF

ETFs
679
+ 16.59%
$86.92 - $99.32 $59K - $67.4K
4.77K $466K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.65K
+ 8.64%
$14.73 - $19.31 $24.3K - $31.9K
20.8K $399K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
69
+ 3.84%
$534.91 - $598.71 $36.9K - $41.3K
1.87K $1.05M
SCHO
Schwab Short Term Us Treasury

ETFs
4.33K
+ 33.5%
$24.23 - $24.42 $105K - $106K
17.3K $421K
CHW
Calamos Global Dynamic Income Fund

Financial Services
14.1K
New
$7.06 - $7.63 $99.7K - $108K
14.1K $106K
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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