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
PFG
Principal Financial Group Inc

Financial Services
188
+ 7.42%
$75.53 - $82.95 $14.2K - $15.6K
2.72K $225K
NTRS
Northern Trust Corp

Financial Services
30
+ 1.16%
$123.6 - $134.6 $3.71K - $4.04K
2.63K $353K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
227
+ 0.95%
$46.86 - $48.27 $10.6K - $11K
24.2K $1.16M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
99
+ 2.31%
$64.58 - $69.94 $6.39K - $6.92K
4.39K $304K
XJR
Ishares Tresg Screened S&P Sma

ETFs
21
+ 0.29%
$39.17 - $43.37 $823 - $911
7.26K $309K
JBL
Jabil Inc

Technology
107
+ 7.36%
$202.08 - $234.45 $21.6K - $25.1K
1.56K $338K
TECH
Bio Techne Corp

Healthcare
80
+ 1.96%
$49.87 - $58.78 $3.99K - $4.7K
4.16K $231K
PK
Park Hotels & Resorts Inc.

Real Estate
915
+ 6.55%
$10.17 - $12.13 $9.31K - $11.1K
14.9K $164K
MTD
Mettler Toledo International Inc

Healthcare
8
+ 4.02%
$1166.48 - $1324.06 $9.33K - $10.6K
207 $254K
APO
Apollo Global Management, Inc.

Financial Services
319
+ 12.45%
$131.55 - $156.05 $42K - $49.8K
2.88K $384K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
215
+ 2.79%
$82.38 - $83.0 $17.7K - $17.8K
7.92K $657K
ZS
Zscaler, Inc.

Technology
85
+ 12.3%
$267.68 - $316.5 $22.8K - $26.9K
776 $232K
MELI
Mercadolibre Inc

Consumer Cyclical
53
+ 13.59%
$2292.04 - $2514.05 $121K - $133K
443 $1.04M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
94
+ 1.99%
$70.77 - $73.59 $6.65K - $6.92K
4.82K $352K
RACE
Ferrari N.V.

Consumer Cyclical
44
+ 4.05%
$436.24 - $517.65 $19.2K - $22.8K
1.13K $548K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
23
+ 1.18%
$122.57 - $132.57 $2.82K - $3.05K
1.98K $256K
IP
International Paper CO

Consumer Cyclical
463
+ 3.02%
$45.32 - $55.68 $21K - $25.8K
15.8K $733K
PFF
Ishares Trust Ishares Pfd And

ETFs
177
+ 1.76%
$30.67 - $32.13 $5.43K - $5.69K
10.2K $323K
ROP
Roper Technologies Inc

Industrials
120
+ 17.91%
$495.03 - $573.0 $59.4K - $68.8K
790 $393K
TTE
Total Energies Se

Energy
193
+ 1.89%
N/A
10.4K $715K
ORCC
Owl Rock Capital Corp

Financial Services
905
+ 2.61%
N/A
35.6K $477K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
2
+ 0.05%
$57.15 - $62.12 $114 - $124
4.3K $266K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
7
+ 0.04%
$102.4 - $103.88 $717 - $727
17.7K $1.83M
NDAQ
Nasdaq, Inc.

Financial Services
159
+ 2.61%
$86.73 - $96.94 $13.8K - $15.4K
6.25K $552K
EFX
Equifax Inc

Industrials
42
+ 3.29%
$234.03 - $265.73 $9.83K - $11.2K
1.32K $338K
NRG
Nrg Energy, Inc.

Utilities
21
+ 0.62%
$144.77 - $173.91 $3.04K - $3.65K
3.39K $549K
TOST
Toast, Inc.

Technology
1.2K
+ 25.46%
$36.51 - $49.3 $43.8K - $59.2K
5.92K $216K
DLR
Digital Realty Trust, Inc.

Real Estate
84
+ 1.84%
$161.21 - $180.02 $13.5K - $15.1K
4.66K $805K
IRM
Iron Mountain Inc

Real Estate
85
+ 4.07%
$89.46 - $104.46 $7.6K - $8.88K
2.17K $221K
AXON
Axon Enterprise, Inc.

Industrials
160
+ 16.21%
$698.02 - $870.97 $112K - $139K
1.15K $823K
LUV
Southwest Airlines CO

Industrials
343
+ 3.28%
$29.06 - $37.7 $9.97K - $12.9K
10.8K $344K
OEF
Ishares S&P 100 ETF

ETFs
16
+ 2.25%
N/A
728 $193K
ADSK
Autodesk, Inc.

Technology
11
+ 0.58%
N/A
1.92K $472K
PODD
Insulet Corp

Healthcare
18
+ 2.19%
$277.3 - $352.82 $4.99K - $6.35K
839 $259K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1
+ 0.04%
$100.16 - $100.7 $100 - $101
2.58K $260K
LEG
Leggett & Platt Inc

Consumer Cyclical
150
+ 0.77%
$8.08 - $10.59 $1.21K - $1.59K
19.7K $175K
RLJ
Rlj Lodging Trust

Real Estate
281
+ 2.69%
$6.95 - $7.89 $1.95K - $2.22K
10.7K $77K
VIG
Vanguard Dividend Appreciation

ETFs
5
+ 0.08%
N/A
6.5K $1.18M
Fidelity Enhanced Large Cap Core ETF
33
+ 0.2%
N/A
16.5K $0
Fidelity Enhanced Large Cap Value ETF
29
+ 0.44%
N/A
6.55K $0
Fidelity Enhanced Large Cap Growth ETF
15
+ 0.09%
N/A
17.5K $0
Webull Corp Ord Shs
7.66K
New
N/A
7.66K $0
Synchronoss Technologies Inc Com New
15K
New
N/A
15K $0
Annaly Capital Management Inc
2.38K
+ 23.77%
N/A
12.4K $0
Gsk PLC Sponsored Adr
999
+ 7.64%
N/A
14.1K $0
Kenvue Inc Com
15.1K
+ 92.12%
N/A
31.6K $0
Vanguard Core Tax Exempt Bond ETF
190
+ 5.49%
N/A
3.65K $0
Magnera Corp Com Shs
55
+ 0.55%
N/A
10.1K $0
Oakmark U.S. Large Cap ETF
33.2K
New
N/A
33.2K $0
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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