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
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Page 10 of 34
SOUTHERN CO
SO|842587107
Shares:
17631(+6.5%)
Value:
$1.6B(+19.0%)
464288620
464288620
Shares:
31567(+0.5%)
Value:
$1.6B(+2.1%)
46138G888
46138G888
Shares:
15137(+1.1%)
Value:
$1.6B(+1.1%)
GENERAL MILLS INC
GIS|370334104
Shares:
26251(+4.7%)
Value:
$1.6B(-1.8%)
922908595
VBK|922908595
Shares:
6170(+0.2%)
Value:
$1.6B(-9.9%)
464287564
ICF|464287564
Shares:
25027(-8.7%)
Value:
$1.5B(-6.8%)
SIMON PROPERTY GROUP INC /DE/
SPG|828806109
Shares:
9014(+9.2%)
Value:
$1.5B(+5.3%)
INTUIT INC.
INTU|461202103
Shares:
2438(+3.1%)
Value:
$1.5B(+0.7%)
FISERV INC
FI|337738108
Shares:
6745(+48.5%)
Value:
$1.5B(+59.6%)
TAKE TWO INTERACTIVE SOFTWARE INC
TTWO|874054109
Shares:
7181(+19.0%)
Value:
$1.5B(+34.0%)
3M CO
MMM|88579Y101
Shares:
9975(+5.3%)
Value:
$1.5B(+19.8%)
YUM BRANDS INC
YUM|988498101
Shares:
9178(+0.8%)
Value:
$1.4B(+18.2%)
921946406
VYM|921946406
Shares:
11067(+3.9%)
Value:
$1.4B(+5.1%)
Chubb Ltd
CB|H1467J104
Shares:
4709(-7.9%)
Value:
$1.4B(+0.6%)
AMERICAN ELECTRIC POWER CO INC
AEP|025537101
Shares:
12931(-3.8%)
Value:
$1.4B(+14.0%)
Booking Holdings Inc.
BKNG|09857L108
Shares:
297(+2.4%)
Value:
$1.4B(-5.1%)
46435U853
46435U853
Shares:
36594(+12.5%)
Value:
$1.3B(+12.6%)
808524805
SCHF|808524805
Shares:
67678(+4.9%)
Value:
$1.3B(+12.5%)
TRAVELERS COMPANIES, INC.
TRV|89417E109
Shares:
5068(+0.1%)
Value:
$1.3B(+9.9%)
MARSH & MCLENNAN COMPANIES, INC.
MMC|571748102
Shares:
5442(-1.4%)
Value:
$1.3B(+13.2%)