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
ERIC
Ericsson Lm Telephone CO

Technology
10K
New
$7.36 - $8.59 $73.7K - $86K
10K $80K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1.04K
+ 7.6%
$101.77 - $113.02 $105K - $117K
14.7K $1.55M
ALL
Allstate Corp

Financial Services
333
+ 8.52%
$181.25 - $208.2 $60.4K - $69.3K
4.24K $818K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.15K
+ 24.09%
$65.67 - $69.79 $75.3K - $80K
5.9K $395K
KR
Kroger CO

Consumer Defensive
671
+ 7.6%
$55.21 - $63.3 $37K - $42.5K
9.51K $581K
IP
International Paper CO

Consumer Cyclical
6
+ 0.04%
$46.64 - $59.57 $280 - $357
14.8K $799K
EW
Edwards Lifesciences Corp

Healthcare
508
+ 11.32%
$64.54 - $75.92 $32.8K - $38.6K
4.99K $369K
AMP
Ameriprise Financial Inc

Financial Services
2
+ 0.18%
$473.15 - $574.01 $946 - $1.15K
1.13K $602K
PDI
Pimco Dynamic Income Fund

Financial Services
6.53K
+ 26.16%
$18.33 - $20.85 $120K - $136K
31.5K $577K
MPLX
Mplx LP

Energy
1.14K
+ 23.35%
$43.77 - $51.66 $50K - $59K
6.03K $288K
APH
Amphenol Corp

Technology
505
+ 6.23%
$62.07 - $75.35 $31.3K - $38.1K
8.61K $597K
LNC
Lincoln National Corp

Financial Services
2.02K
+ 26.46%
$30.46 - $36.84 $61.4K - $74.2K
9.63K $305K
OKE
Oneok Inc

Energy
16
+ 0.23%
$92.28 - $117.05 $1.48K - $1.87K
6.91K $693K
PAYX
Paychex Inc

Industrials
320
+ 8.87%
$135.86 - $148.73 $43.5K - $47.6K
3.93K $550K
DKNG
Draft Kings Inc.

Consumer Cyclical
2.07K
+ 34.77%
$35.32 - $44.84 $73K - $92.7K
8.02K $298K
SMHI
Seacor Marine Holdings Inc.

Industrials
10K
New
$5.91 - $10.14 $59.1K - $101K
10K $65K
RJF
Raymond James Financial Inc

Financial Services
13
+ 0.72%
$123.0 - $170.1 $1.6K - $2.21K
1.82K $282K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.66K
+ 11.84%
$43.02 - $47.32 $114K - $126K
25.1K $1.08M
DE
Deere & CO

Industrials
24
+ 0.3%
$389.45 - $466.0 $9.35K - $11.2K
8.02K $3.4M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
676
+ 20.84%
$84.34 - $95.14 $57K - $64.3K
3.92K $341K
ADSK
Autodesk, Inc.

Technology
246
+ 16.57%
N/A
1.73K $425K
FVRR
Fiverr International Ltd.

Communication Services
14
+ 0.14%
$21.53 - $35.45 $301 - $496
10K $318K
CINF
Cincinnati Financial Corp

Financial Services
63
+ 1.01%
$132.86 - $160.16 $8.37K - $10.1K
6.33K $909K
BK
Bank Of New York Mellon Corp

Financial Services
139
+ 1.56%
$70.82 - $81.87 $9.84K - $11.4K
9.04K $694K
MUB
Ishares National Muni Bond ETF

ETFs
573
+ 16.63%
$105.78 - $108.7 $60.6K - $62.3K
4.02K $428K
BWXT
Bwx Technologies, Inc.

Industrials
400
+ 11.3%
$111.39 - $133.28 $44.6K - $53.3K
3.94K $438K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
78
+ 1.56%
$180.39 - $205.43 $14.1K - $16K
5.07K $960K
SONY
Sony Group Corp

Technology
23.3K
+ 397.05%
$17.53 - $96.8 $408K - $2.25M
29.2K $616K
WDAY
Workday, Inc.

Technology
103
+ 5.86%
$233.85 - $279.91 $24.1K - $28.8K
1.86K $479K
HWM
Howmet Aerospace Inc.

Industrials
241
+ 9.48%
$99.72 - $120.09 $24K - $28.9K
2.78K $304K
ADM
Archer Daniels Midland CO

Consumer Defensive
1.71K
+ 38.51%
$49.38 - $59.52 $84.5K - $102K
6.15K $310K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
90
+ 3.59%
$417.69 - $450.94 $37.6K - $40.6K
2.6K $1.11M
STLD
Steel Dynamics Inc

Basic Materials
445
+ 9.22%
N/A
5.27K $517K
INBK
First Internet Bancorp

Financial Services
8
+ 0.03%
$30.5 - $42.44 $244 - $340
24.3K $874K
GRMN
Garmin LTD

Technology
1
+ 0.07%
$161.91 - $220.77 $162 - $221
1.39K $285K
TRV
Travelers Companies, Inc.

Financial Services
28
+ 0.56%
$225.97 - $266.66 $6.33K - $7.47K
5.06K $1.22M
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.28K
+ 6.21%
$34.25 - $37.94 $43.8K - $48.6K
21.9K $795K
PCAR
Paccar Inc

Industrials
46
+ 0.72%
$97.92 - $118.41 $4.5K - $5.45K
6.47K $673K
GSAT
Globalstar, Inc.

Communication Services
1K
+ 2.27%
$1.03 - $2.29 $1.03K - $2.29K
45K $93K
SNA
Snap On Inc

Industrials
8
+ 1.12%
$285.44 - $371.35 $2.28K - $2.97K
721 $244K
PL
Planet Labs Pbc

Industrials
80
+ 0.4%
$2.1 - $4.52 $168 - $362
20.1K $81K
IYW
Ishares Dj Us Tech ETF

ETFs
41
+ 1.06%
$148.14 - $166.23 $6.07K - $6.82K
3.9K $622K
ROST
Ross Stores, Inc.

Consumer Cyclical
234
+ 13.77%
$138.59 - $156.61 $32.4K - $36.6K
1.93K $292K
CHTR
Charter Communications, Inc.

Communication Services
47
+ 4.36%
$315.38 - $408.02 $14.8K - $19.2K
1.13K $385K
CPB
Campbell Soup CO

Consumer Defensive
2.22K
+ 27.07%
$41.42 - $48.71 $91.8K - $108K
10.4K $435K
CBRE
Cbre Group, Inc.

Real Estate
168
+ 8.55%
$119.22 - $140.71 $20K - $23.6K
2.13K $279K
NTRS
Northern Trust Corp

Financial Services
58
+ 2.56%
$88.4 - $111.16 $5.13K - $6.45K
2.33K $238K
BMO
Bank Of Montreal

Financial Services
125
+ 4.56%
$89.75 - $103.39 $11.2K - $12.9K
2.87K $278K
EOG
Eog Resources Inc

Energy
263
+ 6.22%
$118.22 - $136.54 $31.1K - $35.9K
4.49K $550K
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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