Valeo Financial Advisors, LLC Sells in Q4 2024

Valeo Financial Advisors, LLC

  • $3.97 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
-284
- 1.8%
$29.0 - $31.6 $8.24K - $8.97K
15.5K $453K
MSBI
Midland States Bancorp, Inc.

Financial Services
-3.85K
- 17.46%
$21.42 - $27.96 $82.4K - $108K
18.2K $443K
K
Kellogg CO

Consumer Defensive
-598
- 4.17%
$80.34 - $81.29 $48K - $48.6K
13.8K $1.11M
DAL
Delta Air Lines, Inc.

Industrials
-4.16K
- 19.46%
$47.46 - $65.77 $197K - $273K
17.2K $1.04M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-371
- 13.3%
$88.59 - $94.57 $32.9K - $35.1K
2.42K $214K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-996
- 6.18%
$41.09 - $45.94 $40.9K - $45.8K
15.1K $636K
VTRS
Viatris Inc

Healthcare
-3.84K
- 26.15%
$11.32 - $13.37 $43.5K - $51.4K
10.8K $135K
MAS
Masco Corp

Industrials
-7
- 0.23%
$72.52 - $85.73 $508 - $600
3.01K $218K
APD
Air Products & Chemicals, Inc.

Basic Materials
-33
- 1.07%
$285.5 - $335.62 $9.42K - $11.1K
3.04K $881K
ABC
Amerisourcebergen Corp

Healthcare
-177
- 10.76%
N/A
1.47K $271K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-86
- 1.7%
$134.53 - $150.65 $11.6K - $13K
4.97K $673K
FANG
Diamondback Energy, Inc.

Energy
-48
- 1.75%
$153.06 - $199.5 $7.35K - $9.58K
2.7K $442K
ACN
Accenture PLC

Technology
-52
- 0.64%
$343.9 - $376.86 $17.9K - $19.6K
8.04K $2.83M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-1.08K
- 4.72%
$11.42 - $12.5 $12.3K - $13.5K
21.8K $251K
UNM
Unum Group

Financial Services
-1.33K
- 27.23%
$58.88 - $77.07 $78.4K - $103K
3.56K $259K
INTU
Intuit Inc

Technology
-70
- 2.87%
$602.01 - $706.25 $42.1K - $49.4K
2.37K $1.49M
CHDN
Churchill Downs Inc

Consumer Cyclical
-136
- 5.45%
$129.55 - $147.45 $17.6K - $20.1K
2.36K $314K
RIG
Transocean Ltd.

Energy
-3.47K
- 17.28%
$3.47 - $4.67 $12.1K - $16.2K
16.6K $62K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-1
- 0.02%
$56.08 - $68.53 $56.1 - $68.5
4.42K $248K
ROK
Rockwell Automation, Inc

Industrials
-155
- 11.19%
$264.65 - $302.92 $41K - $47K
1.23K $351K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-252
- 1.64%
$9.25 - $10.62 $2.33K - $2.68K
15.2K $147K
TM
Toyota Motor Corp

Consumer Cyclical
-402
- 10.84%
$169.2 - $199.52 $68K - $80.2K
3.31K $643K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-406
- 2.78%
$311.11 - $335.64 $126K - $136K
14.2K $4.57M
PRU
Prudential Financial Inc

Financial Services
-28
- 0.53%
$114.59 - $129.52 $3.21K - $3.63K
5.25K $621K
PPL
Ppl Corp

Utilities
-236
- 1.91%
$31.47 - $35.0 $7.43K - $8.26K
12.1K $393K
THFF
First Financial Corp

Financial Services
-1.64K
- 6.29%
$41.17 - $50.61 $67.5K - $82.9K
24.4K $1.13M
PH
Parker Hannifin Corp

Industrials
-35
- 2.08%
$621.74 - $709.46 $21.8K - $24.8K
1.65K $1.05M
IWS
Ishares Russell Midcap Value E

ETFs
-23
- 0.62%
$128.08 - $140.32 $2.95K - $3.23K
3.7K $478K
SNPS
Synopsys Inc

Technology
-5
- 0.92%
$485.36 - $588.0 $2.43K - $2.94K
536 $260K
WELL
Welltower Inc.

Real Estate
-49
- 1.34%
$123.11 - $139.3 $6.03K - $6.83K
3.62K $456K
TLRY
Tilray Brands, Inc.

Healthcare
-1.35K
- 6.72%
$1.16 - $1.77 $1.57K - $2.39K
18.7K $24K
LCID
Lucid Group, Inc.

Consumer Cyclical
-849
- 7.34%
$2.01 - $3.44 $1.71K - $2.92K
10.7K $32K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-19
- 0.49%
$176.42 - $186.91 $3.35K - $3.55K
3.84K $684K
JCI
Johnson Controls International PLC

Industrials
-216
- 2.97%
$74.23 - $86.6 $16K - $18.7K
7.05K $556K
RSG
Republic Services, Inc.

Industrials
-30
- 1.43%
$198.0 - $218.75 $5.94K - $6.56K
2.06K $414K
MO
Altria Group, Inc.

Consumer Defensive
-1.13K
- 2.59%
$49.06 - $57.74 $55.3K - $65.1K
42.3K $2.21M
ILMN
Illumina, Inc.

Healthcare
-85
- 4.01%
$128.99 - $155.15 $11K - $13.2K
2.04K $271K
ABNB
Airbnb, Inc.

Consumer Cyclical
-114
- 5.17%
$125.36 - $147.37 $14.3K - $16.8K
2.09K $274K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-22
- 0.91%
$86.65 - $94.9 $1.91K - $2.09K
2.4K $208K
CME
Cme Group Inc.

Financial Services
-117
- 6.07%
$221.17 - $246.02 $25.9K - $28.8K
1.81K $420K
NOK
Nokia Corp

Technology
-788
- 3.52%
$4.13 - $4.95 $3.25K - $3.9K
21.6K $95K
EVR
Evercore Inc.

Financial Services
-100
- 9.8%
$247.66 - $315.67 $24.8K - $31.6K
920 $255K
PEAK
Healthpeak Properties, Inc.

Real Estate
-93
- 0.45%
N/A
20.5K $388K
NMR
Nomura Holdings Inc

Financial Services
-1.58K
- 11.02%
$5.05 - $6.25 $7.96K - $9.86K
12.7K $73K
FISV
Fiserv Inc

Technology
-3
- 0.07%
N/A
4.54K $568K
Wells Fargo CO New Perp Pfd Cnv A
-8
- 0.01%
N/A
81.9K $0
Summit Midstream Corporation Com
-5.68K
- 37.6%
N/A
9.42K $0
Eldridge Bbb B Clo ETF
-4K
- 3.13%
N/A
124K $0
Laboratory Corp Of America
-299
- 4.97%
N/A
5.71K $0
Activity Summary
Buys All Purchases 358 New Holdings 53 Increased Positions 305 Sells All Sells 273 Reductions 273 Sold out 0 Options Calls 26 Puts 23
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