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
RSG
Republic Services, Inc.

Industrials
-3
- 0.12%
$225.33 - $246.01 $676 - $738
2.5K $574K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-139
- 7.76%
$185.65 - $214.38 $25.8K - $29.8K
1.65K $331K
MLM
Martin Marietta Materials Inc

Basic Materials
-179
- 20.32%
$546.36 - $631.12 $97.8K - $113K
702 $442K
IYR
Ishares Tr

ETFs
-544
- 9.29%
$94.16 - $98.46 $51.2K - $53.6K
5.31K $515K
OTIS
Otis Worldwide Corp

Industrials
-48
- 1.05%
$84.93 - $101.07 $4.08K - $4.85K
4.54K $414K
IYF
Ishares Tr

ETFs
-400
- 16.21%
$119.89 - $127.16 $48K - $50.9K
2.07K $261K
SCHW
Schwab Charles Corp

Financial Services
-2.08K
- 5.38%
$91.03 - $98.69 $190K - $205K
36.6K $3.5M
DVN
Devon Energy Corp

Energy
-2.03K
- 17.98%
$31.75 - $36.99 $64.3K - $74.9K
9.24K $323K
XLU
Utilities Sector Spdr

ETFs
-744
- 12.65%
$81.14 - $87.32 $60.4K - $65K
5.14K $447K
HBAN
Huntington Bancshares Inc

Financial Services
-3.2K
- 7.47%
$15.87 - $17.88 $50.8K - $57.2K
39.6K $684K
AON
Aon PLC

Financial Services
-79
- 3.25%
$350.91 - $375.27 $27.7K - $29.6K
2.36K $839K
CAH
Cardinal Health Inc

Healthcare
-2
- 0.08%
$146.04 - $167.63 $292 - $335
2.53K $396K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-435
- 3.48%
$70.85 - $76.96 $30.8K - $33.5K
12.1K $918K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-1.15K
- 9.82%
$13.6 - $15.52 $15.7K - $17.9K
10.6K $155K
MSCI
Msci Inc.

Financial Services
-34
- 4.91%
$526.48 - $588.0 $17.9K - $20K
658 $373K
GOOD
Gladstone Commercial Corp

Real Estate
-32
- 0.27%
$12.21 - $14.62 $391 - $468
11.8K $145K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-493
- 9.28%
$131.47 - $143.64 $64.8K - $70.8K
4.82K $682K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-43
- 2.55%
$259.44 - $278.65 $11.2K - $12K
1.64K $425K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-6.37K
- 6.81%
$62.54 - $68.42 $399K - $436K
87.2K $5.89M
SRCE
1 St Source Corp

Financial Services
-256
- 2.05%
$58.3 - $65.7 $14.9K - $16.8K
12.2K $751K
FITB
Fifth Third Bancorp

Financial Services
-1.52K
- 10.34%
$40.91 - $46.28 $62.2K - $70.3K
13.2K $587K
NOK
Nokia Corp

Technology
-1.71K
- 6.9%
$4.05 - $5.23 $6.93K - $8.95K
23.1K $111K
HWM
Howmet Aerospace Inc.

Industrials
-244
- 7.84%
$171.0 - $196.23 $41.7K - $47.9K
2.87K $562K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-79
- 7.44%
$567.09 - $607.37 $44.8K - $48K
983 $585K
AME
Ametek Inc

Industrials
-132
- 9.38%
$176.44 - $192.03 $23.3K - $25.3K
1.28K $239K
GILD
Gilead Sciences, Inc.

Healthcare
-151
- 1.14%
$108.22 - $120.47 $16.3K - $18.2K
13.1K $1.46M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-147
- 7.77%
$134.42 - $141.26 $19.8K - $20.8K
1.74K $246K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-287
- 8.15%
$133.48 - $144.38 $38.3K - $41.4K
3.23K $461K
UNM
Unum Group

Financial Services
-17
- 0.48%
$68.55 - $82.12 $1.17K - $1.4K
3.55K $275K
IWS
Ishares Russell Midcap Value E

ETFs
-270
- 7.11%
$132.83 - $140.61 $35.9K - $38K
3.53K $493K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.01K
- 6.83%
$39.8 - $42.86 $40.3K - $43.4K
13.8K $590K
MGM
Mgm Resorts International

Consumer Cyclical
-322
- 4.49%
$34.18 - $39.77 $11K - $12.8K
6.85K $237K
HUMA
Humacyte, Inc.

Healthcare
-500
- 3.25%
$1.41 - $2.73 $705 - $1.37K
14.9K $25K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
-234
- 1.75%
$9.11 - $10.03 $2.13K - $2.35K
13.2K $119K
IR
Ingersoll Rand Inc.

Industrials
-54
- 1.95%
$74.98 - $89.02 $4.05K - $4.81K
2.72K $224K
SHEL
Shell PLC

Energy
-427
- 1.95%
$69.82 - $73.93 $29.8K - $31.6K
21.5K $1.54M
MSBI
Midland States Bancorp, Inc.

Financial Services
-51
- 0.27%
$16.53 - $19.0 $843 - $969
19.1K $326K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-4
- 0.1%
$49.34 - $53.96 $197 - $216
3.92K $205K
PNW
Pinnacle West Capital Corp

Utilities
-41
- 1.74%
$85.87 - $94.45 $3.52K - $3.87K
2.32K $207K
ABC
Amerisourcebergen Corp

Healthcare
-15
- 0.64%
N/A
2.33K $431K
AVUV
American Centy ETF Tr Avantis

ETFs
-357
- 8.8%
$90.37 - $102.12 $32.3K - $36.5K
3.7K $368K
SCI
Service Corp International

Consumer Cyclical
-64
- 2.56%
$75.63 - $83.25 $4.84K - $5.33K
2.43K $202K
Ge Vernova Inc Com
-88
- 1.23%
N/A
7.04K $0
Wells Fargo CO New Perp Pfd Cnv A
-15
- 6.52%
N/A
215 $0
Reddit Inc Cl A
-130
- 7.75%
N/A
1.55K $0
Alpha Architect 1 3 Month Box ETF
-1.3K
- 29.4%
N/A
3.12K $0
Vanguard Intermediate Term Tax Exempt Bond ETF
-3.34K
- 23.2%
N/A
11.1K $0
Laboratory Corp Of America
-2
- 0.04%
N/A
4.84K $0
EL
Estee Lauder Companies Inc

Consumer Defensive
-236
- 8.07%
$83.65 - $95.26 $19.7K - $22.5K
2.69K $236K
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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