Valeo Financial Advisors, LLC

Filing Details

13F-HR2025-03-31
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
Manager Name
Valeo Financial Advisors, LLC
Data Enrichment
85% identified
574 identified102 unidentified

Holdings

676 positions
Manager:
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Page 3 of 34
Salesforce, Inc.
Shares:
80903(+1.1%)
Value:
$9.3B(-17.5%)
BANK OF AMERICA CORP /DE/
Shares:
205778(-11.8%)
Value:
$8.6B(-0.5%)
PEPSICO INC
Shares:
84097(+7545.2%)
Value:
$8.5B(+7708.8%)
Merchants Bancorp
Shares:
225427(+0.0%)
Value:
$8.3B(+1.4%)
CHEVRON CORP
Shares:
49589(+13.4%)
Value:
$8.3B(+31.0%)
464287598
Shares:
43977(-1.6%)
Value:
$8.3B(-0.0%)
922907746
Shares:
166236(-4.6%)
Value:
$8.2B(-5.6%)
MCDONALDS CORP
Shares:
26104(+2.6%)
Value:
$8.2B(+10.6%)
RTX Corp
Shares:
86083(-1.4%)
Value:
$7.8B(+12.0%)
UNITEDHEALTH GROUP INC
Shares:
13874(-0.8%)
Value:
$7.3B(+2.7%)
NETFLIX INC
Shares:
7596(+0.7%)
Value:
$7.1B(+5.3%)
Walt Disney Co
Shares:
100925(+0.1%)
Value:
$7.0B(-11.2%)
AMGEN INC
Shares:
44429(+3939.0%)
Value:
$6.9B(+2294.8%)
922908744
Shares:
39248(+1.9%)
Value:
$6.8B(+4.0%)
COCA COLA CO
Shares:
122180(+5.3%)
Value:
$6.7B(+23.1%)
921937835
Shares:
88879(+0.9%)
Value:
$6.5B(+3.0%)
Philip Morris International Inc.
Shares:
41125(+2.3%)
Value:
$6.5B(+35.0%)
CATERPILLAR INC
Shares:
19760(-0.9%)
Value:
$6.5B(-9.9%)
LOCKHEED MARTIN CORP
Shares:
13974(+831.6%)
Value:
$6.2B(+756.3%)
Merck & Co., Inc.
Shares:
86240(-2.8%)
Value:
$6.1B(-12.9%)