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 2 of 34
Meta Platforms, Inc.
META|30303M102
Shares:
84031(+3.2%)
Value:
$25.7B(+4.5%)
INVESCO QQQ TRUST, SERIES 1
QQQ|46090E103
Shares:
51273(+12718.3%)
Value:
$24.0B(+11657.3%)
VISA INC.
V|92826C839
Shares:
97794(+60.1%)
Value:
$21.6B(+12.1%)
464287655
IWM|464287655
Shares:
95861(+4.2%)
Value:
$19.1B(-5.9%)
46434V803
HEFA|46434V803
Shares:
482788(-1.4%)
Value:
$17.5B(+3.0%)
PROCTER & GAMBLE Co
PG|742718109
Shares:
89265(-0.2%)
Value:
$15.2B(+1.4%)
JOHNSON & JOHNSON
JNJ|478160104
Shares:
129386(+6369.3%)
Value:
$14.4B(+4876.8%)
EXXON MOBIL CORP
XOM|30231G102
Shares:
113672(+0.8%)
Value:
$13.5B(+11.4%)
Mastercard Inc
MA|57636Q104
Shares:
23504(-0.3%)
Value:
$12.9B(+3.8%)
ORACLE CORP
ORCL|68389X105
Shares:
90787(+8.9%)
Value:
$12.7B(-8.6%)
Walmart Inc.
WMT|931142103
Shares:
143151(-0.8%)
Value:
$12.6B(-3.6%)
COSTCO WHOLESALE CORP /NEW
COST|22160K105
Shares:
13091(+2.3%)
Value:
$12.4B(+5.6%)
922908736
VUG|922908736
Shares:
31880(+59.5%)
Value:
$11.8B(+44.1%)
BERKSHIRE HATHAWAY INC
BRK-A|084670108
Shares:
14(+0.0%)
Value:
$11.2B(+17.3%)
464287614
IWF|464287614
Shares:
30824(-2.9%)
Value:
$11.1B(-12.7%)
AbbVie Inc.
ABBV|00287Y109
Shares:
83274(+1.9%)
Value:
$10.2B(+21.7%)
Broadcom Inc.
AVGO|11135F101
Shares:
60695(+2.5%)
Value:
$10.2B(-26.0%)
78468R853
78468R853
Shares:
249127(-3.1%)
Value:
$10.2B(-12.1%)
HOME DEPOT, INC.
HD|437076102
Shares:
26936(-0.4%)
Value:
$9.9B(-6.2%)
922908769
VTI|922908769
Shares:
34987(+10.1%)
Value:
$9.6B(+4.5%)