Valeo Financial Advisors, LLC Sells in Q3 2025

Valeo Financial Advisors, LLC

  • $4.36 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ANF
Abercrombie & Fitch CO

Consumer Cyclical
-983K
- 98.96%
$84.77 - $103.36 $83.3M - $102M
10.3K $883K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-127K
- 70.17%
$546.99 - $602.2 $69.3M - $76.2M
53.8K $32.3M
ONB
Old National Bancorp

Financial Services
-724K
- 96.62%
$20.4 - $23.47 $14.8M - $17M
25.3K $556K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-98.6K
- 13.71%
$181.56 - $190.33 $17.9M - $18.8M
621K $118M
VO
Vanguard Mid Cap ETF

ETFs
-34.6K
- 52.75%
$279.83 - $293.74 $9.69M - $10.2M
31K $9.11M
VUG
Vanguard Growth ETF

ETFs
-21.7K
- 50.39%
$433.97 - $484.08 $9.42M - $10.5M
21.4K $10.2M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-74.6K
- 92.99%
$85.01 - $90.35 $6.34M - $6.74M
5.62K $502K
IWD
Ishares Russell 1000 Val ETF

ETFs
-31K
- 40.6%
$192.76 - $203.86 $5.98M - $6.32M
45.4K $9.23M
FMBH
First Mid Bancshares, Inc.

Financial Services
-74K
- 85.8%
$37.18 - $40.64 $2.75M - $3.01M
12.3K $464K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-34.7K
- 92.75%
$68.94 - $86.3 $2.39M - $3M
2.71K $234K
EPI
Wisdomtree Tr India Earnings F

ETFs
-38.6K
- 77.66%
$43.79 - $47.63 $1.69M - $1.84M
11.1K $490K
CAT
Caterpillar Inc

Industrials
-9.71K
- 30.99%
$390.92 - $477.15 $3.8M - $4.64M
21.6K $10.3M
V
Visa Inc.

Financial Services
-1.9K
- 3.07%
$332.09 - $358.86 $630K - $681K
60K $20.5M
COST
Costco Wholesale Corp

Consumer Defensive
-619
- 5.15%
$915.95 - $994.57 $567K - $616K
11.4K $10.6M
CRM
Salesforce, Inc.

Technology
-443
- 1.29%
$231.66 - $273.65 $103K - $121K
33.9K $8.02M
ACN
Accenture PLC

Technology
-3.5K
- 40.4%
$232.56 - $304.78 $814K - $1.07M
5.16K $1.27M
DIS
Walt Disney CO

Communication Services
-3.85K
- 5.06%
$112.25 - $124.0 $432K - $477K
72.1K $8.26M
STZ
Constellation Brands, Inc.

Consumer Defensive
-4.99K
- 40.25%
$131.78 - $176.09 $657K - $878K
7.4K $996K
CTAS
Cintas Corp

Industrials
-3.57K
- 30.51%
$199.29 - $226.27 $712K - $808K
8.14K $1.67M
PM
Philip Morris International Inc.

Consumer Defensive
-623
- 1.5%
$157.77 - $183.27 $98.3K - $114K
40.9K $6.64M
PG
Procter & Gamble CO

Consumer Defensive
-2.46K
- 2.69%
$150.47 - $161.22 $371K - $397K
89.3K $13.7M
HON
Honeywell International Inc

Industrials
-1.75K
- 7.76%
$207.7 - $240.4 $364K - $422K
20.9K $4.39M
SYK
Stryker Corp

Healthcare
-1.56K
- 16.26%
$368.57 - $403.53 $573K - $628K
8.02K $2.96M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-9.03K
- 21.13%
$60.9 - $70.75 $550K - $639K
33.7K $2.11M
DE
Deere & CO

Industrials
-554
- 5.5%
$457.26 - $524.37 $253K - $291K
9.52K $4.35M
ICF
Ishares Tr

ETFs
-12K
- 61.86%
$59.57 - $62.89 $714K - $754K
7.39K $455K
UPS
United Parcel Service Inc

Industrials
-2.47K
- 8.89%
$82.58 - $105.54 $204K - $261K
25.3K $2.11M
KO
Coca Cola CO

Consumer Defensive
-3.3K
- 3.28%
$65.67 - $71.67 $217K - $237K
97.4K $6.46M
CB
Chubb LTD

Financial Services
-2.12K
- 31.74%
$265.99 - $289.59 $563K - $613K
4.55K $1.28M
ET
Energy Transfer LP

Energy
-25.4K
- 11.93%
$17.11 - $18.16 $435K - $462K
188K $3.22M
COIN
Coinbase Global, Inc.

Technology
-1.53K
- 32.13%
$297.99 - $419.78 $455K - $641K
3.22K $1.09M
SNOW
Snowflake Inc.

Technology
-2.4K
- 18.14%
$191.73 - $241.0 $461K - $579K
10.8K $2.45M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.58K
- 0.87%
$211.65 - $238.24 $546K - $614K
293K $64.4M
NVO
Novo Nordisk A S

Healthcare
-2.8K
- 11.28%
$45.38 - $71.7 $127K - $200K
22K $1.22M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-3.13K
- 15.82%
$38.58 - $58.24 $121K - $182K
16.7K $652K
CMCSA
Comcast Corp

Communication Services
-7.42K
- 18.91%
$31.41 - $36.33 $233K - $269K
31.8K $999K
MRVL
Marvell Technology, Inc.

Technology
-5.62K
- 42.99%
$62.31 - $84.07 $350K - $472K
7.45K $625K
CTVA
Corteva, Inc.

Basic Materials
-4.32K
- 33.01%
$67.08 - $77.12 $290K - $333K
8.77K $592K
CSCO
Cisco Systems, Inc.

Technology
-4.31K
- 4.8%
$66.2 - $71.79 $285K - $309K
85.4K $5.84M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-783
- 19.57%
$159.87 - $247.68 $125K - $194K
3.22K $572K
INTU
Intuit Inc

Technology
-114
- 4.34%
$646.03 - $807.39 $73.6K - $92K
2.52K $1.72M
AMT
American Tower Corp

Real Estate
-171
- 1.59%
$192.32 - $232.35 $32.9K - $39.7K
10.6K $2.03M
TXN
Texas Instruments Inc

Technology
-1.76K
- 17.61%
N/A
8.21K $1.6M
CHTR
Charter Communications, Inc.

Communication Services
-527
- 38.86%
$256.57 - $418.22 $135K - $220K
829 $228K
KE
Kimball Electronics, Inc.

Industrials
-27.6K
- 58.23%
$18.26 - $33.13 $505K - $916K
19.8K $591K
MSTR
Microstrategy Inc

Technology
-73
- 2.09%
$300.7 - $455.9 $22K - $33.3K
3.43K $1.1M
TGT
Target Corp

Consumer Defensive
-1.42K
- 7.46%
$86.56 - $107.43 $123K - $153K
17.6K $1.58M
WMS
Advanced Drainage Systems, Inc.

Industrials
-3.05K
- 57.35%
$110.89 - $148.5 $338K - $452K
2.27K $314K
ELV
Elevance Health, Inc.

Healthcare
-153
- 4.22%
$274.66 - $395.76 $42K - $60.6K
3.47K $1.12M
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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