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 5 of 34
922908611
VBR|922908611
Shares:
28503(+4.8%)
Value:
$4.0B(+0.2%)
Palantir Technologies Inc.
PLTR|69608A108
Shares:
46324(+0.3%)
Value:
$3.9B(+12.0%)
81369Y605
81369Y605
Shares:
86819(+10.0%)
Value:
$3.9B(+2.5%)
AT&T INC.
T|00206R102
Shares:
137602(-3.8%)
Value:
$3.9B(+19.4%)
DEERE & CO
DE|244199105
Shares:
8235(+2.7%)
Value:
$3.9B(+13.7%)
INTERNATIONAL BUSINESS MACHINES CORP
IBM|459200101
Shares:
14837(+5.3%)
Value:
$3.7B(+19.1%)
UNION PACIFIC CORP
UNP|907818108
Shares:
15550(+1.3%)
Value:
$3.7B(+4.9%)
CUMMINS INC
CMI|231021106
Shares:
11586(+0.3%)
Value:
$3.6B(-9.8%)
WELLS FARGO & COMPANY/MN
WFC|949746101
Shares:
49615(+1.1%)
Value:
$3.6B(+3.4%)
Uber Technologies, Inc
UBER|90353T100
Shares:
58561(+48.2%)
Value:
$3.5B(+99.7%)
CrowdStrike Holdings, Inc.
CRWD|22788C105
Shares:
9858(-19.5%)
Value:
$3.5B(-17.0%)
921909768
VXUS|921909768
Shares:
55535(+2.5%)
Value:
$3.4B(+8.0%)
922908751
VB|922908751
Shares:
15525(+6.9%)
Value:
$3.4B(-1.4%)
46429B663
46429B663
Shares:
181951(-1.6%)
Value:
$3.4B(-2.4%)
Energy Transfer LP
ET|29273V100
Shares:
180926(-29.2%)
Value:
$3.4B(-17.2%)
BlackRock, Inc.
BLK|09290D101
Shares:
3477(+1.2%)
Value:
$3.3B(-6.6%)
464287408
IVE|464287408
Shares:
17261(+0.3%)
Value:
$3.3B(+0.1%)
81752T528
81752T528
Shares:
123764(+0.0%)
Value:
$3.3B(-1.4%)
FEDEX CORP
FDX|31428X106
Shares:
13284(-0.5%)
Value:
$3.2B(-13.8%)
ENTERPRISE PRODUCTS PARTNERS L.P.
EPD|293792107
Shares:
93464(+1.3%)
Value:
$3.2B(+10.3%)