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
AMGN
Amgen Inc

Healthcare
-646
- 2.79%
$271.18 - $309.22 $175K - $200K
22.5K $6.35M
WSO
Watsco Inc

Industrials
-176
- 17.0%
$381.94 - $489.97 $67.2K - $86.2K
859 $347K
TMUS
T Mobile Us, Inc.

Communication Services
-491
- 5.91%
$226.02 - $259.01 $111K - $127K
7.82K $1.87M
MA
Mastercard Inc

Financial Services
-470
- 2.01%
$550.18 - $598.96 $259K - $282K
22.9K $13M
RYLD
Global X Fds Russell 2000 Cove

ETFs
-6.99K
- 23.67%
$14.46 - $15.29 $101K - $107K
22.6K $339K
TFC
Truist Financial Corp

Financial Services
-3.49K
- 15.88%
$42.83 - $47.07 $149K - $164K
18.5K $844K
LNG
Cheniere Energy, Inc.

Energy
-318
- 11.18%
$222.68 - $244.28 $70.8K - $77.7K
2.53K $593K
XLV
Select Sector Spdr Fund Health

ETFs
-824
- 20.82%
$129.01 - $139.72 $106K - $115K
3.13K $436K
TDG
Trans Digm Group Inc

Industrials
-26
- 8.52%
$1271.04 - $1620.83 $33K - $42.1K
279 $367K
ESS
Essex Property Trust, Inc.

Real Estate
-350
- 15.14%
N/A
1.96K $535K
ROK
Rockwell Automation, Inc

Industrials
-401
- 13.73%
$328.67 - $358.52 $132K - $144K
2.52K $880K
SHW
Sherwin Williams CO

Basic Materials
-284
- 8.75%
$330.88 - $375.23 $94K - $107K
2.96K $1.03M
DOW
Dow Inc.

Basic Materials
-1.41K
- 8.83%
$20.87 - $30.37 $29.4K - $42.9K
14.6K $333K
MAR
Marriott International Inc

Consumer Cyclical
-103
- 2.17%
$255.35 - $282.87 $26.3K - $29.1K
4.65K $1.21M
PAYX
Paychex Inc

Industrials
-104
- 2.67%
$126.69 - $147.99 $13.2K - $15.4K
3.79K $479K
EOG
Eog Resources Inc

Energy
-402
- 7.86%
$112.12 - $126.1 $45.1K - $50.7K
4.72K $528K
CEG
Constellation Energy Corp

Utilities
-361
- 6.47%
$298.82 - $354.89 $108K - $128K
5.22K $1.72M
EPD
Enterprise Products Partners L.P.

Energy
-3.47K
- 3.59%
$30.74 - $32.14 $107K - $111K
93K $2.91M
FDX
Fedex Corp

Industrials
-882
- 5.92%
$217.1 - $243.2 $191K - $215K
14K $3.31M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-121
- 4.43%
$158.24 - $191.13 $19.1K - $23.1K
2.61K $433K
PAYC
Paycom Software, Inc.

Technology
-131
- 5.98%
$208.14 - $238.8 $27.3K - $31.3K
2.06K $428K
HNI
Hni Corp

Industrials
-1.11K
- 10.51%
$43.18 - $52.5 $47.8K - $58.1K
9.43K $441K
CAG
Conagra Brands Inc.

Consumer Defensive
-2.34K
- 14.58%
$18.04 - $21.14 $42.2K - $49.5K
13.7K $251K
BROS
Dutch Bros Inc.

Consumer Cyclical
-4
- 0.09%
$52.34 - $74.24 $209 - $297
4.64K $242K
KKR
Kkr & Co. Inc.

Financial Services
-362
- 4.49%
$129.95 - $152.16 $47K - $55.1K
7.7K $1M
CTSH
Cognizant Technology Solutions Corp

Technology
-375
- 8.95%
$66.67 - $80.98 $25K - $30.4K
3.81K $255K
CPRT
Copart Inc

Consumer Cyclical
-877
- 12.55%
$44.6 - $49.97 $39.1K - $43.8K
6.11K $274K
BMY
Bristol Myers Squibb CO

Healthcare
-651
- 2.06%
$43.31 - $48.98 $28.2K - $31.9K
30.9K $1.39M
DKNG
Draft Kings Inc.

Consumer Cyclical
-250
- 2.5%
$37.4 - $48.23 $9.35K - $12.1K
9.76K $364K
WMB
Williams Companies, Inc.

Energy
-1.04K
- 15.9%
$56.52 - $64.01 $58.8K - $66.6K
5.51K $348K
EQIX
Equinix Inc

Real Estate
-37
- 1.35%
$756.7 - $811.13 $28K - $30K
2.71K $2.12M
PEG
Public Service Enterprise Group Inc

Utilities
-714
- 19.11%
$79.99 - $90.14 $57.1K - $64.4K
3.02K $252K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-1.85K
- 29.96%
$41.53 - $66.18 $76.7K - $122K
4.32K $245K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.12K
- 18.07%
$72.04 - $77.35 $80.7K - $86.6K
5.08K $389K
EXPI
Exp World Holdings, Inc.

Real Estate
-14K
- 24.42%
$9.32 - $11.59 $131K - $163K
43.4K $462K
TRGP
Targa Resources Corp.

Energy
-287
- 17.23%
$160.52 - $174.4 $46.1K - $50.1K
1.38K $231K
DRI
Darden Restaurants Inc

Consumer Cyclical
-117
- 8.81%
$184.73 - $220.27 $21.6K - $25.8K
1.21K $230K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-757
- 14.59%
$59.29 - $62.87 $44.9K - $47.6K
4.43K $266K
UL
Unilever PLC

Consumer Defensive
-441
- 2.88%
$58.43 - $65.01 $25.8K - $28.7K
14.9K $882K
SNCY
Sun Country Airlines Holdings, Inc.

Industrials
-4.69K
- 17.2%
$10.3 - $13.65 $48.3K - $64K
22.6K $266K
DG
Dollar General Corp

Consumer Defensive
-248
- 9.71%
$101.86 - $116.32 $25.3K - $28.8K
2.31K $238K
MTB
M&T Bank Corp

Financial Services
-315
- 13.63%
$183.74 - $204.05 $57.9K - $64.3K
2K $394K
DELL
Dell Technologies Inc.

Technology
-1.68K
- 17.06%
$120.96 - $141.77 $203K - $238K
8.18K $1.16M
HLN
Haleon PLC

Healthcare
-1.6K
- 6.5%
$8.72 - $10.35 $14K - $16.6K
23K $206K
SNY
Sanofi

Healthcare
-838
- 12.17%
$45.07 - $51.35 $37.8K - $43K
6.05K $285K
ALC
Alcon Inc

Healthcare
-89
- 3.08%
$73.24 - $92.22 $6.52K - $8.21K
2.8K $208K
VOTE
Engine No 1 ETF Tr

ETFs
-1.31K
- 13.38%
$72.69 - $78.67 $94.9K - $103K
8.45K $663K
STLD
Steel Dynamics Inc

Basic Materials
-457
- 3.68%
N/A
12K $1.17M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.54K
- 9.69%
$66.38 - $71.68 $102K - $110K
14.3K $1.02M
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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