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 2 of 34
78468R853
Shares:
249127(-3.1%)
Value:
$10.2B(-12.1%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
84.0K | All Managers (Combined) | $25.7M | |||
51.3K | All Managers (Combined) | $24.0M | |||
97.8K | All Managers (Combined) | $21.6M | |||
95.9K | All Managers (Combined) | $19.1M | |||
482.8K | All Managers (Combined) | $17.5M | |||
89.3K | All Managers (Combined) | $15.2M | |||
129.4K | All Managers (Combined) | $14.4M | |||
Exxon Mobil Corp(XOMcusip30231G102) | 113.7K | All Managers (Combined) | $13.5M | ||
Mastercard Inc(MAcusip57636Q104) | 23.5K | QoQ -0.27% (-64)YoY +2.24% (+517) | All Managers (Combined) | $12.9M | |
Oracle Corp(ORCLcusip68389X105) | 90.8K | All Managers (Combined) | $12.7M | ||
Walmart Inc.(WMTcusip931142103) | 143.2K | All Managers (Combined) | $12.6M | ||
13.1K | All Managers (Combined) | $12.4M | |||
31.9K | All Managers (Combined) | $11.8M | |||
14 | All Managers (Combined) | $11.2M | |||
30.8K | All Managers (Combined) | $11.1M | |||
Abbvie Inc.(ABBVcusip00287Y109) | 83.3K | All Managers (Combined) | $10.2M | ||
Broadcom Inc.(AVGOcusip11135F101) | 60.7K | All Managers (Combined) | $10.2M | ||
(cusip78468R853)✕ | 249.1K | All Managers (Combined) | $10.2M | ||
Home Depot, Inc.(HDcusip437076102) | 26.9K | All Managers (Combined) | $9.9M | ||
35.0K | All Managers (Combined) | $9.6M |