Valeo Financial Advisors, LLC Portfolio Holdings
Valeo Financial Advisors, LLC
- $3.97 Billion
- Q4 2024
Valeo Financial Advisors, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.97 Billion distributed in 762 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $567M, Ishares Core S&P Sm Cap ETF with a value of $246M, Ishares Core S&P Mid Cap ETF with a value of $196M, Apple Inc. with a value of $185M, and Ishares Inc with a value of $146M.
Examining the 13F form we can see an increase of $155M in the current position value, from $3.81B to 3.97B.
Below you can find more details about Valeo Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.97 Billion
ETFs: $2.19 Billion
Technology: $512 Million
Financial Services: $321 Million
Healthcare: $241 Million
Communication Services: $162 Million
Consumer Cyclical: $151 Million
Real Estate: $118 Million
Industrials: $108 Million
Other: $166 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 762
- Current Value $3.97 Billion
- Prior Value $3.81 Billion
- Filing
- Period Q4 2024
- Filing Date January 30, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 53 stocks
- Additional Purchases 305 stocks
- Sold out of 0 stocks
- Reduced holdings in 273 stocks