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 4 of 34
CISCO SYSTEMS, INC.
CSCO|17275R102
Shares:
93769(-2.0%)
Value:
$5.8B(+2.1%)
46434G764
EMXC|46434G764
Shares:
101668(-7.2%)
Value:
$5.6B(-7.8%)
Palo Alto Networks Inc
PANW|697435105
Shares:
32767(+11.4%)
Value:
$5.6B(+4.5%)
46435G425
ESGU|46435G425
Shares:
44501(+6.8%)
Value:
$5.4B(+1.1%)
464287226
464287226
Shares:
54523(-9.4%)
Value:
$5.4B(-7.5%)
81369Y803
XLK|81369Y803
Shares:
25723(-0.0%)
Value:
$5.3B(-11.2%)
922042742
VT|922042742
Shares:
43928(+5.9%)
Value:
$5.1B(+4.5%)
464287234
EEM|464287234
Shares:
116306(-2.8%)
Value:
$5.1B(+1.6%)
VERIZON COMMUNICATIONS INC
VZ|92343V104
Shares:
110767(+5.5%)
Value:
$5.0B(+19.6%)
GOLDMAN SACHS GROUP INC
GS|38141G104
Shares:
27799(+1.0%)
Value:
$4.9B(-1.5%)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
TSM|874039100
Shares:
29144(+2.1%)
Value:
$4.8B(-14.2%)
PFIZER INC
PFE|717081103
Shares:
187780(-7.4%)
Value:
$4.8B(+0.1%)
CITIGROUP INC
C|172967424
Shares:
65282(-0.9%)
Value:
$4.6B(-0.1%)
HONEYWELL INTERNATIONAL INC
HON|438516106
Shares:
21881(+5.5%)
Value:
$4.6B(-1.1%)
464287689
IWV|464287689
Shares:
14316(+0.0%)
Value:
$4.5B(-5.0%)
922908629
VO|922908629
Shares:
17337(+20.2%)
Value:
$4.5B(+17.7%)
ABBOTT LABORATORIES
ABT|002824100
Shares:
32298(+2.6%)
Value:
$4.3B(+20.3%)
AMERICAN EXPRESS CO
AXP|025816109
Shares:
15832(+0.1%)
Value:
$4.3B(-9.2%)
BOEING CO
BA|097023105
Shares:
53621(-3.8%)
Value:
$4.2B(-11.2%)
GENERAL ELECTRIC CO
GE|369604301
Shares:
20349(+3.8%)
Value:
$4.1B(+24.6%)