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
SZC
Cushing Next Gen Infrastructure Income Fund

Financial Services
-7.52K
- 46.77%
N/A
8.55K $327K
YUM
Yum Brands Inc

Consumer Cyclical
-2.16K
- 19.43%
$139.5 - $153.94 $301K - $332K
8.95K $1.36M
DXCM
Dexcom Inc

Healthcare
-1.04K
- 9.91%
$66.46 - $89.53 $68.9K - $92.8K
9.41K $633K
XLC
Select Sector Spdr Tr Communic

ETFs
-2.97K
- 40.33%
$105.99 - $119.41 $315K - $355K
4.4K $520K
SPGI
S&P Global Inc.

Financial Services
-143
- 3.02%
$484.94 - $564.15 $69.3K - $80.7K
4.59K $2.24M
ADP
Automatic Data Processing Inc

Industrials
-475
- 5.84%
$288.69 - $310.94 $137K - $148K
7.67K $2.25M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-2.98K
- 23.54%
$105.03 - $112.54 $313K - $336K
9.69K $1.07M
WM
Waste Management Inc

Industrials
-698
- 5.32%
$213.88 - $237.1 $149K - $165K
12.4K $2.74M
XLI
Industrial Sector Spdr

ETFs
-2.22K
- 16.64%
$147.94 - $154.99 $329K - $344K
11.1K $1.72M
SBUX
Starbucks Corp

Consumer Cyclical
-104
- 0.31%
$81.9 - $96.86 $8.52K - $10.1K
33.4K $2.83M
CARR
Carrier Global Corp

Industrials
-812
- 6.08%
$58.75 - $80.73 $47.7K - $65.6K
12.5K $748K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.91K
- 43.0%
$78.11 - $79.07 $227K - $230K
3.85K $304K
GLD
Spdr Gold Trust

ETFs
-2.44K
- 19.26%
$300.96 - $355.47 $733K - $866K
10.2K $3.63M
INSP
Inspire Medical Systems, Inc.

Healthcare
-405
- 11.58%
$74.2 - $139.25 $30.1K - $56.4K
3.09K $229K
FNDC
Schwab Fundamental Intl Small

ETFs
-5.78K
- 37.5%
$41.81 - $45.21 $242K - $261K
9.63K $428K
ABT
Abbott Laboratories

Healthcare
-962
- 2.78%
$120.51 - $136.62 $116K - $131K
33.6K $4.5M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-950
- 5.24%
$65.64 - $78.22 $62.4K - $74.3K
17.2K $1.15M
ALK
Alaska Air Group, Inc.

Industrials
-3.94K
- 46.18%
$49.73 - $63.86 $196K - $251K
4.59K $228K
PGR
Progressive Corp

Financial Services
-439
- 10.43%
$238.61 - $264.3 $105K - $116K
3.77K $930K
XLE
Energy Sector Spdr

ETFs
-3.23K
- 14.4%
$84.25 - $91.99 $272K - $297K
19.2K $1.71M
CI
Cigna Corp

Healthcare
-12
- 0.28%
$262.23 - $334.39 $3.15K - $4.01K
4.31K $1.24M
ARES
Ares Management Corp

Financial Services
-12
- 0.09%
$159.89 - $192.76 $1.92K - $2.31K
13.4K $2.14M
PRU
Prudential Financial Inc

Financial Services
-1.41K
- 15.44%
$100.68 - $109.89 $142K - $155K
7.71K $799K
CME
Cme Group Inc.

Financial Services
-546
- 12.43%
$258.83 - $287.1 $141K - $157K
3.85K $1.04M
WDAY
Workday, Inc.

Technology
-722
- 23.16%
$213.69 - $247.69 $154K - $179K
2.4K $576K
CL
Colgate Palmolive CO

Consumer Defensive
-469
- 3.84%
$79.36 - $93.33 $37.2K - $43.8K
11.7K $937K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-5.54K
- 25.44%
$46.69 - $59.27 $259K - $328K
16.2K $861K
D
Dominion Energy, Inc

Utilities
-4.46K
- 19.74%
$56.32 - $62.1 $251K - $277K
18.1K $1.11M
OKE
Oneok Inc

Energy
-899
- 7.95%
$71.36 - $83.47 $64.2K - $75K
10.4K $759K
AMD
Advanced Micro Devices Inc

Technology
-3.44K
- 17.31%
$134.8 - $184.42 $463K - $634K
16.4K $2.66M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-291
- 5.05%
$196.15 - $217.83 $57.1K - $63.4K
5.47K $1.1M
VGSH
Vanguard

ETFs
-2.72K
- 6.06%
$58.43 - $58.88 $159K - $160K
42.2K $2.48M
KMI
Kinder Morgan, Inc.

Energy
-3.76K
- 9.4%
$26.23 - $28.5 $98.7K - $107K
36.3K $1.03M
FISV
Fiserv Inc

Technology
-1.16K
- 19.43%
N/A
4.83K $604K
VST
Vistra Corp.

Utilities
-817
- 10.26%
$182.0 - $217.92 $149K - $178K
7.15K $1.4M
AIG
American International Group, Inc.

Financial Services
-598
- 4.57%
$76.34 - $85.87 $45.7K - $51.4K
12.5K $981K
DEO
Diageo PLC

Consumer Defensive
-1.15K
- 22.38%
$93.64 - $115.33 $108K - $133K
4K $381K
IT
Gartner Inc

Technology
-65
- 7.78%
$225.98 - $406.7 $14.7K - $26.4K
771 $202K
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
-14.8K
- 21.31%
$7.36 - $7.74 $109K - $114K
54.6K $401K
MCHP
Microchip Technology Inc

Technology
-721
- 5.31%
$60.95 - $75.26 $43.9K - $54.3K
12.9K $826K
VOX
Vanguard Communication Service

ETFs
-1.47K
- 16.74%
$169.0 - $192.17 $248K - $282K
7.29K $1.37M
CCI
Crown Castle International Corp

Real Estate
-73
- 0.38%
$92.96 - $113.91 $6.79K - $8.32K
19.1K $1.85M
AMP
Ameriprise Financial Inc

Financial Services
-75
- 3.64%
$486.13 - $544.55 $36.5K - $40.8K
1.99K $976K
SLB
Schlumberger Limited

Energy
-3.91K
- 16.68%
$32.37 - $37.31 $127K - $146K
19.5K $671K
ARCC
Ares Capital Corp

Financial Services
-3.76K
- 13.32%
$20.41 - $23.25 $76.8K - $87.5K
24.5K $499K
GWW
W.W. Grainger, Inc.

Industrials
-85
- 19.23%
$932.44 - $1059.49 $79.3K - $90.1K
357 $340K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.3K
- 9.43%
$339.37 - $366.46 $441K - $476K
12.5K $4.56M
SJM
J M Smucker CO

Consumer Defensive
-1.39K
- 39.66%
$102.24 - $113.2 $142K - $158K
2.12K $230K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.73K
- 9.16%
$88.47 - $93.24 $153K - $161K
17.2K $1.57M
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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