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
ALC
Alcon Inc

Healthcare
61
+ 2.33%
$83.87 - $99.15 $5.12K - $6.05K
2.68K $227K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
627
+ 2.04%
$50.14 - $52.56 $31.4K - $33K
31.4K $1.58M
ED
Consolidated Edison Inc

Utilities
12
+ 0.44%
$88.87 - $107.38 $1.07K - $1.29K
2.72K $242K
TDG
Trans Digm Group Inc

Industrials
5
+ 1.69%
$1239.0 - $1442.53 $6.2K - $7.21K
300 $380K
WPC
W. P. Carey Inc.

Real Estate
11
+ 0.2%
$53.44 - $61.33 $588 - $675
5.4K $294K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
10
+ 0.24%
$131.66 - $144.0 $1.32K - $1.44K
4.25K $561K
EPI
Wisdomtree Tr India Earnings F

ETFs
480
+ 3.9%
$45.09 - $50.08 $21.6K - $24K
12.8K $579K
SPGI
S&P Global Inc.

Financial Services
79
+ 1.81%
$480.36 - $529.17 $37.9K - $41.8K
4.44K $2.21M
FNDC
Schwab Fundamental Intl Small

ETFs
563
+ 3.65%
$33.92 - $38.03 $19.1K - $21.4K
16K $545K
EFX
Equifax Inc

Industrials
1
+ 0.08%
$245.03 - $293.5 $245 - $294
1.23K $314K
DFIV
Dimensional ETF Tr

ETFs
500
+ 1.89%
$34.86 - $37.97 $17.4K - $19K
27K $958K
FELE
Franklin Electric CO Inc

Industrials
5
+ 0.07%
$95.71 - $110.4 $479 - $552
6.99K $681K
ITB
Ishares Tr

ETFs
21
+ 0.91%
$103.31 - $129.34 $2.17K - $2.72K
2.32K $240K
ICE
Intercontinental Exchange, Inc.

Financial Services
137
+ 2.05%
$148.29 - $166.93 $20.3K - $22.9K
6.82K $1.02M
ADI
Analog Devices Inc

Technology
110
+ 2.42%
$206.35 - $236.48 $22.7K - $26K
4.66K $989K
XLV
Select Sector Spdr Fund Health

ETFs
337
+ 5.27%
$136.28 - $154.74 $45.9K - $52.1K
6.73K $925K
O
Realty Income Corp

Real Estate
183
+ 2.43%
$51.76 - $64.71 $9.47K - $11.8K
7.72K $412K
SHW
Sherwin Williams CO

Basic Materials
156
+ 5.44%
$338.75 - $399.71 $52.8K - $62.4K
3.02K $1.03M
GE
General Electric CO

Industrials
1.84K
+ 10.34%
$159.95 - $194.23 $294K - $357K
19.6K $3.27M
RDFN
Redfin Corp

Real Estate
1.27K
+ 6.35%
$7.87 - $12.55 $9.99K - $15.9K
21.3K $167K
IVE
Ishares S&P 500 Value ETF

ETFs
120
+ 0.7%
$189.5 - $206.17 $22.7K - $24.7K
17.2K $3.29M
KLAC
Kla Corp

Technology
74
+ 7.65%
$614.46 - $829.55 $45.5K - $61.4K
1.04K $655K
BHP
Bhp Group LTD

Basic Materials
6
+ 0.08%
$48.78 - $62.43 $293 - $375
7.45K $363K
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.35K
+ 70.41%
$25.33 - $51.16 $237K - $478K
22.6K $585K
SCHG
Schwab Strategic Tr Us Large C

ETFs
28.4K
+ 243.05%
$25.93 - $105.3 $735K - $2.99M
40K $1.12M
NOC
Northrop Grumman Corp

Industrials
71
+ 3.02%
$466.52 - $543.88 $33.1K - $38.6K
2.42K $1.14M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
33K
+ 104.37%
$18.41 - $40.87 $607K - $1.35M
64.5K $1.19M
VHT
Vanguard Health Care ETF

ETFs
4
+ 0.11%
$250.81 - $283.3 $1K - $1.13K
3.77K $956K
HPQ
Hp Inc

Technology
188
+ 0.54%
$32.46 - $39.3 $6.1K - $7.39K
34.9K $1.14M
SO
Southern CO

Utilities
220
+ 1.35%
$81.5 - $94.15 $17.9K - $20.7K
16.5K $1.36M
UL
Unilever PLC

Consumer Defensive
106
+ 0.75%
$56.7 - $64.64 $6.01K - $6.85K
14.2K $806K
NVS
Novartis Ag

Healthcare
64
+ 0.96%
$96.78 - $117.18 $6.19K - $7.5K
6.77K $658K
FCX
Freeport Mcmoran Inc

Basic Materials
2.85K
+ 15.02%
$38.08 - $50.82 $108K - $145K
21.8K $830K
PG
Procter & Gamble CO

Consumer Defensive
2.11K
+ 2.42%
$161.05 - $179.7 $340K - $380K
89.5K $15M
INSP
Inspire Medical Systems, Inc.

Healthcare
19
+ 0.35%
$172.7 - $214.93 $3.28K - $4.08K
5.44K $1.01M
MDT
Medtronic PLC

Healthcare
544
+ 3.06%
$79.61 - $92.24 $43.3K - $50.2K
18.3K $1.47M
MU
Micron Technology Inc

Technology
472
+ 4.92%
$84.16 - $113.41 $39.7K - $53.5K
10.1K $846K
DHI
Horton D R Inc

Consumer Cyclical
229
+ 6.42%
$137.24 - $194.56 $31.4K - $44.6K
3.8K $530K
SCHV
Schwab Strategic Tr Us Large C

ETFs
28.4K
+ 171.58%
$25.79 - $80.4 $734K - $2.29M
45K $1.17M
MPC
Marathon Petroleum Corp

Energy
292
+ 3.21%
$131.65 - $174.84 $38.4K - $51.1K
9.4K $1.31M
AMT
American Tower Corp

Real Estate
322
+ 6.56%
$179.4 - $232.01 $57.8K - $74.7K
5.23K $959K
HSY
Hershey CO

Consumer Defensive
360
+ 3.21%
$168.67 - $193.65 $60.7K - $69.7K
11.6K $1.96M
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.68K
+ 13.9%
$59.25 - $72.99 $277K - $342K
38.4K $2.29M
LOW
Lowes Companies Inc

Consumer Cyclical
57
+ 0.6%
$244.52 - $284.07 $13.9K - $16.2K
9.58K $2.36M
VZ
Verizon Communications Inc

Communication Services
6.44K
+ 6.53%
$39.6 - $45.21 $255K - $291K
105K $4.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.21K
+ 2.28%
$58.88 - $64.8 $71.2K - $78.4K
54.2K $3.19M
X
United States Steel Corp

Basic Materials
2
+ 0.0%
$30.14 - $42.31 $60.3 - $84.6
189K $6.41M
ADBE
Adobe Inc.

Technology
523
+ 7.07%
$437.39 - $552.96 $229K - $289K
7.92K $3.52M
NEE
Nextera Energy Inc

Utilities
508
+ 1.83%
$69.77 - $85.43 $35.4K - $43.4K
28.2K $2.02M
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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