Valeo Financial Advisors, LLC Reduced Holdings in Q3 2024

Valeo Financial Advisors, LLC

  • $3.81 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
THFF
First Financial Corp

Financial Services
-3.04K
- 10.44%
$35.62 - $46.32 $108K - $141K
26.1K $1.14M
CAG
Conagra Brands Inc.

Consumer Defensive
-27
- 0.15%
$28.13 - $32.83 $760 - $886
18.3K $595K
SPYG
Spdr Portfolio

ETFs
-105
- 0.36%
$73.38 - $84.1 $7.7K - $8.83K
29.4K $2.44M
XLI
Industrial Sector Spdr

ETFs
-927
- 6.28%
$120.56 - $135.44 $112K - $126K
13.8K $1.87M
GTLB
Gitlab Inc.

Technology
-13
- 0.03%
$40.84 - $56.2 $531 - $731
44.2K $2.28M
VB
Vanguard Small Cap ETF

ETFs
-764
- 5.55%
$214.77 - $237.72 $164K - $182K
13K $3.08M
CEG
Constellation Energy Corp

Utilities
-20
- 1.21%
$167.08 - $262.86 $3.34K - $5.26K
1.63K $423K
VEU
Vanguard Ftse All World Ex Us

ETFs
-289
- 1.1%
$56.47 - $63.69 $16.3K - $18.4K
25.9K $1.63M
AEP
American Electric Power CO Inc

Utilities
-1.14K
- 7.66%
$87.11 - $104.95 $98.9K - $119K
13.7K $1.4M
APD
Air Products & Chemicals, Inc.

Basic Materials
-63
- 2.01%
$247.34 - $300.11 $15.6K - $18.9K
3.07K $914K
CINF
Cincinnati Financial Corp

Financial Services
-41
- 0.65%
$115.7 - $138.2 $4.74K - $5.67K
6.26K $852K
SYK
Stryker Corp

Healthcare
-182
- 2.2%
$315.94 - $371.96 $57.5K - $67.7K
8.1K $2.93M
MDT
Medtronic PLC

Healthcare
-1.14K
- 6.04%
$76.84 - $91.03 $87.9K - $104K
17.8K $1.6M
AMGN
Amgen Inc

Healthcare
-985
- 2.24%
$309.38 - $337.38 $305K - $332K
42.9K $13.8M
HNI
Hni Corp

Industrials
-46
- 0.35%
$44.15 - $54.95 $2.03K - $2.53K
13.1K $704K
R
Ryder System Inc

Industrials
-5
- 0.09%
$117.21 - $148.66 $586 - $743
5.56K $810K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-192
- 4.31%
$72.18 - $107.33 $13.9K - $20.6K
4.26K $451K
CMCSA
Comcast Corp

Communication Services
-2.08K
- 2.43%
$37.33 - $41.78 $77.5K - $86.7K
83.5K $3.49M
CB
Chubb LTD

Financial Services
-119
- 2.26%
$252.51 - $292.2 $30K - $34.8K
5.14K $1.48M
TGT
Target Corp

Consumer Defensive
-60
- 0.31%
$133.47 - $159.25 $8.01K - $9.56K
19.2K $3M
IVE
Ishares S&P 500 Value ETF

ETFs
-616
- 3.48%
$181.06 - $197.17 $112K - $121K
17.1K $3.37M
K
Kellogg CO

Consumer Defensive
-3.06K
- 17.57%
$56.19 - $80.81 $172K - $247K
14.3K $1.16M
WAL
Western Alliance Bancorporation

Financial Services
-104
- 1.42%
$61.15 - $88.41 $6.36K - $9.19K
7.2K $622K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-780
- 1.34%
$96.25 - $101.98 $75.1K - $79.5K
57.6K $5.83M
ADP
Automatic Data Processing Inc

Industrials
-477
- 5.99%
$233.44 - $279.45 $111K - $133K
7.49K $2.07M
NOW
Service Now, Inc.

Technology
-48
- 2.34%
$730.87 - $937.36 $35.1K - $45K
2.01K $1.79M
NOC
Northrop Grumman Corp

Industrials
-55
- 2.29%
$423.73 - $533.14 $23.3K - $29.3K
2.35K $1.24M
NSC
Norfolk Southern Corp

Industrials
-212
- 2.77%
$213.75 - $259.69 $45.3K - $55.1K
7.45K $1.85M
ABT
Abbott Laboratories

Healthcare
-935
- 2.93%
$100.07 - $118.13 $93.6K - $110K
31K $3.53M
MO
Altria Group, Inc.

Consumer Defensive
-411
- 0.94%
$45.95 - $54.71 $18.9K - $22.5K
43.4K $2.22M
DVY
Ishares Tr

ETFs
-404
- 2.03%
$119.99 - $135.74 $48.5K - $54.8K
19.5K $2.63M
FITB
Fifth Third Bancorp

Financial Services
-155
- 0.42%
$36.01 - $43.64 $5.58K - $6.76K
37.1K $1.59M
GIS
General Mills Inc

Consumer Defensive
-946
- 3.32%
$62.5 - $75.15 $59.1K - $71.1K
27.5K $2.03M
KEY
Keycorp

Financial Services
-104
- 0.11%
$13.95 - $17.34 $1.45K - $1.8K
98.2K $1.65M
MBIN
Merchants Bancorp

Financial Services
-16.9K
- 7.18%
$39.38 - $52.59 $666K - $889K
219K $9.83M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-39.8K
- 5.81%
$75.32 - $84.37 $3M - $3.36M
646K $54M
VZ
Verizon Communications Inc

Communication Services
-759
- 0.76%
$38.89 - $45.0 $29.5K - $34.2K
98.6K $4.43M
T
At&T Inc.

Communication Services
-4.3K
- 2.9%
$18.21 - $22.28 $78.3K - $95.8K
144K $3.17M
DEO
Diageo PLC

Consumer Defensive
-892
- 2.66%
$120.02 - $140.77 $107K - $126K
32.7K $4.58M
AFL
Aflac Inc

Financial Services
-42
- 0.26%
$88.52 - $111.8 $3.72K - $4.7K
16K $1.79M
DHR
Danaher Corp

Healthcare
-108
- 0.77%
$239.25 - $280.76 $25.8K - $30.3K
13.9K $3.88M
PM
Philip Morris International Inc.

Consumer Defensive
-4.18K
- 9.49%
$101.25 - $127.45 $424K - $533K
39.9K $4.84M
INSP
Inspire Medical Systems, Inc.

Healthcare
-5
- 0.09%
$125.79 - $216.71 $629 - $1.08K
5.42K $1.14M
GE
General Electric CO

Industrials
-167
- 0.93%
$156.66 - $189.66 $26.2K - $31.7K
17.8K $3.35M
SBUX
Starbucks Corp

Consumer Cyclical
-7.27K
- 10.42%
$72.51 - $98.6 $527K - $717K
62.5K $6.1M
CAT
Caterpillar Inc

Industrials
-1.07K
- 5.16%
$316.8 - $391.12 $340K - $420K
19.7K $7.71M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.49K
- 5.98%
$245.82 - $304.51 $367K - $455K
23.5K $7.15M
KO
Coca Cola CO

Consumer Defensive
-3.11K
- 2.52%
$62.69 - $73.01 $195K - $227K
120K $8.65M
HD
Home Depot, Inc.

Consumer Cyclical
-2.12K
- 7.08%
$333.64 - $405.2 $708K - $860K
27.9K $11.3M
Activity Summary
Buys All Purchases 377 New Holdings 71 Increased Positions 306 Sells All Sells 264 Reductions 264 Sold out 0 Options Calls 9 Puts 3
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