Valeo Financial Advisors, LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-04-30
Total Holdings
676
Total Value
2809617775
Accession Number
0001722641-25-000002
Form Type
13F-HR
CIK
0001722641
Manager Name
Valeo Financial Advisors, LLC
Data Enrichment
85% identified
574 identified102 unidentified

Holdings

676 positions
Manager:
SEC
Search and click to pin securities to the top
Page 1 of 34
464287804
IJR|464287804
Shares:
2221754(+4.3%)
Value:
$220.2B(-5.2%)
464287507
IJH|464287507
Shares:
3471900(+10.6%)
Value:
$202.3B(+3.4%)
46434G103
IEMG|46434G103
Shares:
2847682(+4.8%)
Value:
$153.7B(+8.3%)
Apple Inc.
AAPL|037833100
Shares:
768417(+4.1%)
Value:
$130.9B(-12.1%)
464287200
IVV|464287200
Shares:
206397(+10.2%)
Value:
$116.0B(+5.1%)
46137V357
RSP|46137V357
Shares:
651029(-0.7%)
Value:
$112.8B(-1.8%)
Prologis, Inc.
PLD|74340W103
Shares:
3875386(+282.5%)
Value:
$98.6B(-7.9%)
92206C706
VGIT|92206C706
Shares:
1487258(+6.0%)
Value:
$88.3B(+8.6%)
46641Q670
46641Q670
Shares:
2034162(+37.2%)
Value:
$87.6B(+28.3%)
MICROSOFT CORP
MSFT|594918104
Shares:
273939(+39034.1%)
Value:
$75.6B(+25511.2%)
92206C409
92206C409
Shares:
1233524(-1.1%)
Value:
$70.1B(-0.3%)
BERKSHIRE HATHAWAY INC
BRK-B|084670702
Shares:
296082(+0.5%)
Value:
$62.7B(+18.8%)
316188309
316188309
Shares:
1326352(+40.7%)
Value:
$55.0B(+30.0%)
464287465
EFA|464287465
Shares:
641851(+6.9%)
Value:
$52.5B(+15.6%)
922908363
VOO|922908363
Shares:
96681(+47.3%)
Value:
$49.7B(+40.4%)
46432F842
IEFA|46432F842
Shares:
920683(+47.2%)
Value:
$49.1B(+11.8%)
JPMORGAN CHASE & CO
JPM|46625H100
Shares:
174600(+1.6%)
Value:
$36.8B(+4.2%)
Alphabet Inc.
GOOGL|02079K305
Shares:
255403(+0.3%)
Value:
$34.1B(-18.0%)
922042858
VWO|922042858
Shares:
651688(-4.8%)
Value:
$29.5B(-2.1%)
921943858
VEA|921943858
Shares:
541705(-1.8%)
Value:
$27.5B(+4.4%)