Valeo Financial Advisors, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified574 identified102 unidentified
Holdings
676 positions
Manager:
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Page 1 of 34
46641Q670
Shares:
2034162(+37.2%)
Value:
$87.6B(+28.3%)
92206C409
Shares:
1233524(-1.1%)
Value:
$70.1B(-0.3%)
316188309
Shares:
1326352(+40.7%)
Value:
$55.0B(+30.0%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
2.2M | All Managers (Combined) | $220.2M | |||
3.5M | All Managers (Combined) | $202.3M | |||
2.8M | All Managers (Combined) | $153.7M | |||
Apple Inc.(AAPLcusip037833100) | 768.4K | All Managers (Combined) | $130.9M | ||
206.4K | All Managers (Combined) | $116.0M | |||
651.0K | All Managers (Combined) | $112.8M | |||
Prologis, Inc.(PLDcusip74340W103) | 3.9M | All Managers (Combined) | $98.6M | ||
1.5M | All Managers (Combined) | $88.3M | |||
(cusip46641Q670)✕ | 2.0M | YoY NEW(+2.0M) | All Managers (Combined) | $87.6M | YoY NEW(+$87.6M) |
Microsoft Corp(MSFTcusip594918104) | 273.9K | All Managers (Combined) | $75.6M | ||
(cusip92206C409)✕ | 1.2M | All Managers (Combined) | $70.1M | ||
296.1K | All Managers (Combined) | $62.7M | |||
(cusip316188309)✕ | 1.3M | YoY NEW(+1.3M) | All Managers (Combined) | $55.0M | YoY NEW(+$55.0M) |
641.9K | All Managers (Combined) | $52.5M | |||
96.7K | All Managers (Combined) | $49.7M | |||
920.7K | All Managers (Combined) | $49.1M | |||
174.6K | All Managers (Combined) | $36.8M | |||
Alphabet Inc.(GOOGLcusip02079K305) | 255.4K | All Managers (Combined) | $34.1M | ||
651.7K | All Managers (Combined) | $29.5M | |||
541.7K | All Managers (Combined) | $27.5M |