Valeo Financial Advisors, LLC New Holdings in Q3 2025

Valeo Financial Advisors, LLC

  • $4.36 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PULS
Pgim ETF Tr

ETFs
43.5K
New
$49.58 - $49.83 $2.15M - $2.17M
43.5K $2.17M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
35.1K
New
$50.53 - $50.82 $1.77M - $1.78M
35.1K $1.78M
GPC
Genuine Parts CO

Consumer Cyclical
10.9K
New
$122.23 - $142.77 $1.33M - $1.56M
10.9K $1.51M
XYLD
Global X Fds S&P 500 Covered C

ETFs
18K
New
$38.52 - $39.39 $693K - $709K
18K $706K
CNC
Centene Corp

Healthcare
17.1K
New
$25.21 - $56.65 $431K - $969K
17.1K $610K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
15.6K
New
$28.77 - $29.79 $450K - $466K
15.6K $463K
RH
Rh

Consumer Cyclical
2.03K
New
$187.54 - $251.0 $381K - $510K
2.03K $412K
IQV
Iqvia Holdings Inc.

Healthcare
1.8K
New
$157.68 - $200.82 $284K - $362K
1.8K $342K
CGDV
Capital Group Divid Value ETF

ETFs
7.81K
New
$39.59 - $42.21 $309K - $329K
7.81K $328K
RKT
Rocket Companies, Inc.

Financial Services
16.4K
New
$13.31 - $21.16 $218K - $347K
16.4K $317K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
3.63K
New
$71.86 - $87.45 $261K - $318K
3.63K $302K
ENB
Enbridge Inc

Energy
5.95K
New
$43.79 - $50.46 $260K - $300K
5.95K $300K
AVAV
Aero Vironment Inc

Industrials
952
New
$226.08 - $314.89 $215K - $300K
952 $299K
HAL
Halliburton CO

Energy
12K
New
$20.5 - $25.11 $246K - $302K
12K $295K
JBBB
Janus Detroit Str Tr Henderson

ETFs
6.02K
New
$48.04 - $48.61 $289K - $292K
6.02K $289K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
3.74K
New
$50.79 - $76.4 $190K - $286K
3.74K $285K
PSTG
Pure Storage, Inc.

Technology
3.36K
New
$54.47 - $88.29 $183K - $297K
3.36K $281K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
3.02K
New
$43.07 - $91.37 $130K - $276K
3.02K $275K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.94K
New
$113.78 - $148.0 $221K - $288K
1.94K $268K
HOOD
Robinhood Markets, Inc.

Technology
1.86K
New
$91.27 - $143.18 $170K - $266K
1.86K $266K
RBLX
Roblox Corp

Communication Services
1.89K
New
$100.65 - $141.56 $190K - $267K
1.89K $261K
BWA
Borgwarner Inc

Consumer Cyclical
5.89K
New
$34.53 - $44.44 $203K - $262K
5.89K $258K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.3K
New
$163.62 - $210.2 $212K - $272K
1.3K $253K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.51K
New
$100.37 - $100.74 $252K - $253K
2.51K $252K
RPG
Invesco Exchange Traded Fd Tr

ETFs
5.09K
New
$45.41 - $48.26 $231K - $246K
5.09K $242K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.2K
New
$53.81 - $57.52 $226K - $242K
4.2K $241K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
4.67K
New
$47.64 - $51.71 $223K - $242K
4.67K $240K
IBKR
Interactive Brokers Group, Inc.

Financial Services
3.48K
New
$56.32 - $68.81 $196K - $239K
3.48K $239K
FNDA
Schwab Fundamental U S Small C

ETFs
7.64K
New
$28.75 - $31.93 $220K - $244K
7.64K $238K
INCY
Incyte Corp

Healthcare
2.79K
New
$67.27 - $86.96 $188K - $243K
2.79K $236K
RGTI
Rigetti Computing, Inc.

Technology
7.86K
New
$11.33 - $32.1 $89.1K - $252K
7.86K $234K
PKG
Packaging Corp Of America

Consumer Cyclical
1.08K
New
$191.41 - $220.25 $206K - $237K
1.08K $234K
EMN
Eastman Chemical CO

Basic Materials
3.67K
New
$58.79 - $81.56 $216K - $300K
3.67K $231K
WDC
Western Digital Corp

Technology
1.92K
New
$63.84 - $120.06 $123K - $231K
1.92K $230K
FNDF
Schwab Fundamental Intl Large

ETFs
5.34K
New
$39.84 - $43.15 $213K - $230K
5.34K $229K
QBTS
D Wave Quantum Inc.

Technology
9.24K
New
$14.81 - $27.72 $137K - $256K
9.24K $228K
MLI
Mueller Industries Inc

Industrials
2.26K
New
$82.07 - $101.7 $185K - $229K
2.26K $228K
WBD
Warner Bros. Discovery, Inc.

Communication Services
11.7K
New
$10.78 - $19.82 $126K - $232K
11.7K $228K
KRE
Spdr S&P Regional Banking ETF

ETFs
3.53K
New
$58.82 - $66.17 $207K - $233K
3.53K $223K
CASY
Caseys General Stores Inc

Consumer Cyclical
390
New
$494.52 - $565.32 $193K - $220K
390 $220K
MEDP
Medpace Holdings, Inc.

Healthcare
423
New
$308.88 - $514.16 $131K - $217K
423 $217K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
29K
New
$7.48 - $11.55 $217K - $335K
29K $216K
NVT
N Vent Electric PLC

Industrials
2.18K
New
$72.16 - $100.25 $157K - $218K
2.18K $214K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
976
New
$167.19 - $219.52 $163K - $214K
976 $214K
XLG
Invesco Exchange Traded Fd Tr

ETFs
3.71K
New
$51.78 - $57.89 $192K - $215K
3.71K $213K
VNT
Vontier Corp

Technology
5.06K
New
$37.48 - $43.71 $190K - $221K
5.06K $212K
TARS
Tarsus Pharmaceuticals, Inc.

Healthcare
3.52K
New
$38.82 - $59.43 $137K - $209K
3.52K $209K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
4.8K
New
$39.06 - $43.42 $187K - $208K
4.8K $208K
EA
Electronic Arts Inc.

Communication Services
1.04K
New
$147.79 - $202.05 $153K - $209K
1.04K $208K
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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