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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Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Salesforce, Inc.(CRMcusip79466L302) | 80.9K | All Managers (Combined) | $9.3M | ||
205.8K | All Managers (Combined) | $8.6M | |||
Pepsico Inc(PEPcusip713448108) | 84.1K | All Managers (Combined) | $8.5M | ||
225.4K | QoQ 0.00% (+8) | All Managers (Combined) | $8.3M | ||
Chevron Corp(CVXcusip166764100) | 49.6K | All Managers (Combined) | $8.3M | ||
44.0K | All Managers (Combined) | $8.3M | |||
166.2K | All Managers (Combined) | $8.2M | |||
Mcdonalds Corp(MCDcusip580135101) | 26.1K | QoQ +2.61% (+664)YoY +3.77% (+950) | All Managers (Combined) | $8.2M | |
86.1K | All Managers (Combined) | $7.8M | |||
13.9K | QoQ -0.75% (-105)YoY +0.40% (+56) | All Managers (Combined) | $7.3M | ||
Netflix Inc(NFLXcusip64110L106) | 7.6K | QoQ +0.68% (+52)YoY -0.62% (-48) | All Managers (Combined) | $7.1M | |
Walt Disney Co(DIScusip254687106) | 100.9K | All Managers (Combined) | $7.0M | ||
44.4K | All Managers (Combined) | $6.9M | |||
39.2K | QoQ +1.93% (+744)YoY -0.13% (-52) | All Managers (Combined) | $6.8M | ||
Coca Cola Co(KOcusip191216100) | 122.2K | All Managers (Combined) | $6.7M | ||
88.9K | All Managers (Combined) | $6.5M | |||
41.1K | All Managers (Combined) | $6.5M | |||
Caterpillar Inc(CATcusip149123101) | 19.8K | All Managers (Combined) | $6.5M | ||
14.0K | All Managers (Combined) | $6.2M | |||
86.2K | All Managers (Combined) | $6.1M |