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
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
13
+ 0.08%
$12.27 - $15.41 $160 - $200
16K $231K
ABT
Abbott Laboratories

Healthcare
507
+ 1.64%
$111.93 - $119.39 $56.7K - $60.5K
31.5K $3.56M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
454
+ 18.89%
$99.2 - $108.47 $45K - $49.2K
2.86K $284K
BCS
Barclays PLC

Financial Services
515
+ 2.86%
$11.65 - $13.67 $6K - $7.04K
18.5K $245K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
97
+ 3.74%
$174.04 - $205.27 $16.9K - $19.9K
2.69K $484K
MSI
Motorola Solutions, Inc.

Technology
34
+ 3.82%
$449.08 - $504.6 $15.3K - $17.2K
924 $427K
NDAQ
Nasdaq, Inc.

Financial Services
4
+ 0.07%
$70.87 - $83.05 $283 - $332
5.86K $453K
AIG
American International Group, Inc.

Financial Services
441
+ 3.02%
$70.0 - $79.22 $30.9K - $34.9K
15K $1.09M
TROW
Price T Rowe Group Inc

Financial Services
102
+ 3.52%
$106.48 - $124.69 $10.9K - $12.7K
3K $338K
NI
Nisource Inc.

Utilities
56
+ 0.56%
$33.74 - $38.25 $1.89K - $2.14K
9.98K $366K
ENB
Enbridge Inc

Energy
267
+ 4.71%
$40.4 - $43.92 $10.8K - $11.7K
5.94K $252K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
117
+ 2.42%
$43.37 - $51.46 $5.07K - $6.02K
4.95K $238K
HLAL
Listed Fds Tr Wahed Ftse Usa S

ETFs
288
+ 2.78%
$50.7 - $54.98 $14.6K - $15.8K
10.6K $560K
ICF
Ishares Tr

ETFs
2.64K
+ 10.65%
$58.8 - $66.61 $155K - $176K
27.4K $1.65M
PFGC
Performance Food Group CO

Consumer Defensive
4
+ 0.13%
$78.03 - $90.57 $312 - $362
3.05K $257K
PSA
Public Storage

Real Estate
273
+ 27.33%
$289.33 - $360.21 $79K - $98.3K
1.27K $380K
XLP
Consumer Staples Sector Spdr

ETFs
207
+ 1.59%
N/A
13.3K $1.01M
IAU
Ishares Gold Trust

ETFs
377
+ 2.23%
$48.37 - $52.65 $18.2K - $19.8K
17.3K $857K
IGM
Ishares Expanded Tech Sector E

ETFs
3
+ 0.12%
$94.19 - $106.95 $283 - $321
2.59K $264K
EXC
Exelon Corp

Utilities
823
+ 14.52%
$36.22 - $40.97 $29.8K - $33.7K
6.49K $244K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
516
+ 16.16%
$79.93 - $88.06 $41.2K - $45.4K
3.71K $296K
FICO
Fair Isaac Corp

Technology
4
+ 3.03%
$1911.01 - $2382.4 $7.64K - $9.53K
136 $270K
MSCI
Msci Inc.

Financial Services
7
+ 1.22%
$569.09 - $635.99 $3.98K - $4.45K
583 $349K
GWW
W.W. Grainger, Inc.

Industrials
8
+ 2.68%
$1023.06 - $1220.93 $8.18K - $9.77K
307 $323K
EBAY
Ebay Inc

Consumer Cyclical
493
+ 8.54%
$57.51 - $67.17 $28.4K - $33.1K
6.27K $388K
PKG
Packaging Corp Of America

Consumer Cyclical
9
+ 0.93%
$211.98 - $248.85 $1.91K - $2.24K
977 $219K
PAA
Plains All American Pipeline LP

Energy
885
+ 5.43%
$16.27 - $18.67 $14.4K - $16.5K
17.2K $293K
DFAS
Dimensional ETF Tr U S Small C

ETFs
77
+ 0.47%
$63.58 - $71.15 $4.9K - $5.48K
16.6K $1.08M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
11K
+ 200.02%
$22.01 - $66.82 $242K - $734K
16.5K $373K
PFF
Ishares Trust Ishares Pfd And

ETFs
752
+ 8.62%
$31.23 - $33.51 $23.5K - $25.2K
9.48K $298K
AJG
Arthur J. Gallagher & Co.

Financial Services
17
+ 1.24%
$278.49 - $315.16 $4.73K - $5.36K
1.38K $392K
VRSK
Verisk Analytics, Inc.

Industrials
3
+ 0.38%
$262.86 - $294.75 $789 - $884
797 $219K
HIG
Hartford Financial Services Group, Inc.

Financial Services
193
+ 10.72%
$107.06 - $123.74 $20.7K - $23.9K
1.99K $218K
ESS
Essex Property Trust, Inc.

Real Estate
18
+ 0.92%
N/A
1.97K $536K
KNSL
Kinsale Capital Group, Inc.

Financial Services
9
+ 1.57%
$424.05 - $524.22 $3.82K - $4.72K
584 $271K
KEYS
Keysight Technologies, Inc.

Technology
1
+ 0.05%
$149.01 - $172.53 $149 - $173
2.08K $333K
MLM
Martin Marietta Materials Inc

Basic Materials
43
+ 5.26%
$516.5 - $619.58 $22.2K - $26.6K
861 $444K
IBM
International Business Machines Corp

Technology
96
+ 0.69%
$204.9 - $238.04 $19.7K - $22.9K
14.1K $3.1M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
45
+ 1.24%
$100.22 - $100.73 $4.51K - $4.53K
3.68K $369K
MCO
Moodys Corp

Financial Services
8
+ 0.45%
$454.04 - $500.88 $3.63K - $4.01K
1.77K $838K
HLN
Haleon PLC

Healthcare
2.14K
+ 11.69%
$9.23 - $10.71 $19.8K - $22.9K
20.5K $195K
MVIS
Microvision, Inc.

Technology
1.45K
+ 2.6%
N/A
57.2K $60K
VDE
Vanguard Energy ETF

ETFs
105
+ 1.11%
$116.67 - $136.78 $12.3K - $14.4K
9.56K $1.16M
SCHX
Schwab Strategic Tr Us Large C

ETFs
88.9K
+ 192.9%
$22.4 - $68.28 $1.99M - $6.07M
135K $3.13M
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
91
+ 0.61%
N/A
15K $0
Vanguard Mun Bd Fds Core Tax Exempt
10.3K
New
N/A
10.3K $0
Arista Networks Inc Com Shs
8.15K
New
N/A
8.15K $0
Royal Bank Of Scotland
160
+ 1.48%
N/A
11K $0
CTSH
Cognizant Technology Solutions Corp

Technology
2
+ 0.05%
$74.37 - $82.32 $149 - $165
3.69K $284K
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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