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 6 of 34
922907738
922907738
Shares:
31991(+925.4%)
Value:
$3.2B(+919.3%)
STARBUCKS CORP
SBUX|855244109
Shares:
62125(+1.4%)
Value:
$3.1B(+10.5%)
464287622
IWB|464287622
Shares:
10104(-28.7%)
Value:
$3.1B(-32.1%)
SCHWAB CHARLES CORP
SCHW|808513105
Shares:
38605(+0.1%)
Value:
$3.0B(+5.9%)
464287309
IVW|464287309
Shares:
32342(+0.6%)
Value:
$3.0B(-8.0%)
808524201
SCHX|808524201
Shares:
134305(-0.5%)
Value:
$3.0B(-5.3%)
SPDR GOLD TRUST
GLD|78463V107
Shares:
10253(+13.7%)
Value:
$3.0B(+35.3%)
Mondelez International, Inc.
MDLZ|609207105
Shares:
43009(+12.1%)
Value:
$2.9B(+27.3%)
QUALCOMM INC/DE
QCOM|747525103
Shares:
43446(+0.2%)
Value:
$2.9B(+0.4%)
STRYKER CORP
SYK|863667101
Shares:
7803(-0.3%)
Value:
$2.9B(+3.0%)
Eaton Corp plc
ETN|G29183103
Shares:
10640(-7.8%)
Value:
$2.9B(-24.4%)
92206C102
VGSH|92206C102
Shares:
47849(-4.1%)
Value:
$2.8B(-3.2%)
464287168
DVY|464287168
Shares:
20606(+4.0%)
Value:
$2.8B(+6.4%)
UNITED PARCEL SERVICE INC
UPS|911312106
Shares:
24215(-6.2%)
Value:
$2.7B(-18.1%)
315948109
315948109
Shares:
36720(+78.7%)
Value:
$2.6B(+57.6%)
TJX COMPANIES INC /DE/
TJX|872540109
Shares:
21555(+3.3%)
Value:
$2.6B(+4.1%)
808524797
SCHD|808524797
Shares:
92001(+29.7%)
Value:
$2.6B(+32.7%)
Accenture plc
ACN|G1151C101
Shares:
8191(+1.9%)
Value:
$2.6B(-9.6%)
78464A409
SPYG|78464A409
Shares:
31690(-0.2%)
Value:
$2.5B(-8.8%)
HERSHEY CO
HSY|427866108
Shares:
14816(+28.1%)
Value:
$2.5B(+29.4%)