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
XLY
Select Sector Spdr Consumer Di

ETFs
-1.05K
- 8.12%
$216.09 - $242.18 $227K - $255K
11.9K $2.85M
SGOL
Abrdn Gold ETF Trust

ETFs
-489
- 4.35%
$31.18 - $36.81 $15.2K - $18K
10.7K $395K
CINF
Cincinnati Financial Corp

Financial Services
-106
- 1.67%
$145.8 - $158.1 $15.5K - $16.8K
6.23K $984K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-15
- 0.17%
$82.96 - $95.7 $1.24K - $1.44K
8.75K $785K
SYY
Sysco Corp

Consumer Defensive
-204
- 2.14%
$76.33 - $82.51 $15.6K - $16.8K
9.33K $767K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-3.03K
- 4.91%
$68.24 - $73.73 $207K - $223K
58.7K $4.31M
THFF
First Financial Corp

Financial Services
-147
- 0.58%
$52.44 - $59.93 $7.71K - $8.81K
25K $1.41M
ROST
Ross Stores, Inc.

Consumer Cyclical
-27
- 1.28%
$127.59 - $152.81 $3.44K - $4.13K
2.08K $316K
NTAP
Net App, Inc.

Technology
-36
- 0.81%
$101.1 - $126.36 $3.64K - $4.55K
4.38K $519K
SCCO
Southern Copper Corp

Basic Materials
-12
- 0.45%
$90.54 - $121.36 $1.09K - $1.46K
2.63K $319K
LNC
Lincoln National Corp

Financial Services
-1
- 0.01%
$33.37 - $43.29 $33.4 - $43.3
9.62K $387K
RDVY
First Trust Rising Dividend Ac

ETFs
-312
- 1.79%
$62.38 - $67.29 $19.5K - $21K
17.2K $1.15M
VDE
Vanguard Energy ETF

ETFs
-62
- 0.63%
$118.37 - $129.65 $7.34K - $8.04K
9.73K $1.22M
SRE
Sempra Energy

Utilities
-213
- 3.83%
$74.14 - $89.98 $15.8K - $19.2K
5.36K $481K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-6
- 0.44%
$171.01 - $228.24 $1.03K - $1.37K
1.37K $291K
BP
Bp PLC

Energy
-2.13K
- 6.96%
$30.25 - $35.69 $64.5K - $76.1K
28.5K $982K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-483
- 3.53%
$100.63 - $112.27 $48.6K - $54.2K
13.2K $1.46M
MPWR
Monolithic Power Systems Inc

Technology
-68
- 9.2%
$711.24 - $922.81 $48.4K - $62.8K
671 $617K
IYW
Ishares Dj Us Tech ETF

ETFs
-51
- 1.26%
$171.38 - $197.01 $8.74K - $10K
4K $783K
UNP
Union Pacific Corp

Industrials
-38
- 0.26%
$214.91 - $237.16 $8.17K - $9.01K
14.7K $3.48M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-4
- 0.07%
$185.88 - $207.44 $744 - $830
6.14K $1.23M
AES
Aes Corp

Utilities
-412
- 1.16%
$10.77 - $13.94 $4.44K - $5.74K
35.2K $463K
AEP
American Electric Power CO Inc

Utilities
-154
- 1.25%
$103.26 - $115.0 $15.9K - $17.7K
12.2K $1.37M
BAC
Bank Of America Corp

Financial Services
-16.3K
- 7.44%
$44.92 - $52.42 $733K - $856K
203K $10.5M
MS
Morgan Stanley

Financial Services
-1.51K
- 8.14%
$139.09 - $161.16 $210K - $244K
17.1K $2.71M
IAU
Ishares Gold Trust

ETFs
-1.68K
- 7.87%
$61.62 - $72.77 $104K - $122K
19.7K $1.43M
COP
Conocophillips

Energy
-312
- 1.13%
$91.0 - $98.99 $28.4K - $30.9K
27.3K $2.58M
PFE
Pfizer Inc

Healthcare
-4.8K
- 2.56%
$23.29 - $25.88 $112K - $124K
183K $4.65M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-5.18K
- 2.55%
$21.69 - $23.34 $112K - $121K
198K $4.62M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-128
- 2.7%
$284.45 - $324.95 $36.4K - $41.6K
4.61K $1.47M
NOC
Northrop Grumman Corp

Industrials
-458
- 12.07%
$498.9 - $609.32 $228K - $279K
3.34K $2.03M
SOXX
Ishares Semiconductor ETF

ETFs
-45
- 0.98%
$236.93 - $271.12 $10.7K - $12.2K
4.55K $1.23M
NEE
Nextera Energy Inc

Utilities
-1.14K
- 2.98%
$69.77 - $77.54 $79.5K - $88.3K
37.1K $2.8M
MCD
Mcdonalds Corp

Consumer Cyclical
-580
- 2.09%
$291.67 - $316.99 $169K - $184K
27.2K $8.26M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-272
- 0.43%
$25.29 - $28.33 $6.88K - $7.71K
63.2K $1.76M
LOW
Lowes Companies Inc

Consumer Cyclical
-613
- 5.68%
$215.01 - $273.02 $132K - $167K
10.2K $2.56M
URI
United Rentals, Inc.

Industrials
-24
- 2.58%
$774.14 - $975.23 $18.6K - $23.4K
906 $864K
GS
Goldman Sachs Group Inc

Financial Services
-845
- 8.93%
$696.56 - $806.32 $589K - $681K
8.62K $6.86M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-538
- 1.87%
$30.06 - $36.69 $16.2K - $19.7K
28.2K $1.04M
R
Ryder System Inc

Industrials
-128
- 1.92%
$168.66 - $189.57 $21.6K - $24.3K
6.56K $1.24M
ETN
Eaton Corp PLC

Industrials
-47
- 0.42%
$342.99 - $392.76 $16.1K - $18.5K
11.2K $4.2M
MO
Altria Group, Inc.

Consumer Defensive
-2.25K
- 5.11%
$57.75 - $67.68 $130K - $152K
41.7K $2.76M
SPG
Simon Property Group Inc

Real Estate
-195
- 2.32%
$159.93 - $187.67 $31.2K - $36.6K
8.22K $1.54M
SLV
I Shares Silver Trust

ETFs
-300
- 1.37%
$32.73 - $42.5 $9.82K - $12.8K
21.6K $915K
DVY
Ishares Tr

ETFs
-170
- 0.72%
$133.88 - $142.57 $22.8K - $24.2K
23.6K $3.35M
UBER
Uber Technologies, Inc

Technology
-157
- 0.32%
$86.91 - $99.57 $13.6K - $15.6K
48.7K $4.78M
PSX
Phillips 66

Energy
-285
- 1.88%
$118.37 - $139.46 $33.7K - $39.7K
14.9K $2.02M
NEM
Newmont Corp

Basic Materials
-207
- 2.24%
$57.35 - $85.25 $11.9K - $17.6K
9.03K $761K
STX
Seagate Technology Holdings PLC

Technology
-29
- 1.14%
$142.01 - $236.06 $4.12K - $6.85K
2.5K $591K
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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