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 7 of 34
CONOCOPHILLIPS
COP|20825C104
Shares:
24107(-8.2%)
Value:
$2.5B(-2.8%)
WASTE MANAGEMENT INC
WM|94106L109
Shares:
10883(+16.8%)
Value:
$2.5B(+34.0%)
CONSTELLATION BRANDS, INC.
STZ|21036P108
Shares:
13718(+5.4%)
Value:
$2.5B(-12.5%)
ALTRIA GROUP, INC.
MO|02209S103
Shares:
41784(-1.3%)
Value:
$2.5B(+13.3%)
AppLovin Corp
APP|03831W108
Shares:
9085
Value:
$2.4B
DANAHER CORP /DE/
DHR|235851102
Shares:
11675(-13.7%)
Value:
$2.4B(-22.9%)
AUTOMATIC DATA PROCESSING INC
ADP|053015103
Shares:
7823(+1.2%)
Value:
$2.4B(+5.6%)
NEXTERA ENERGY INC
NEE|65339F101
Shares:
33462(+18.5%)
Value:
$2.4B(+17.1%)
INTEL CORP
INTC|458140100
Shares:
104343(-4.3%)
Value:
$2.3B(+8.2%)
ADVANCED MICRO DEVICES INC
AMD|007903107
Shares:
22467(+2146.7%)
Value:
$2.3B(+1810.9%)
VERTEX PHARMACEUTICALS INC / MA
VRTX|92532F100
Shares:
4738(+330.7%)
Value:
$2.3B(+418.6%)
S&P Global Inc.
SPGI|78409V104
Shares:
4473(+0.7%)
Value:
$2.3B(+2.7%)
LOWES COMPANIES INC
LOW|548661107
Shares:
9595(+0.2%)
Value:
$2.2B(-5.4%)
EQUINIX INC
EQIX|29444U700
Shares:
2735(-1.1%)
Value:
$2.2B(-14.5%)
464287499
IWR|464287499
Shares:
26080(-1.3%)
Value:
$2.2B(-5.0%)
AFLAC INC
AFL|001055102
Shares:
19891(+27.1%)
Value:
$2.2B(+36.6%)
81369Y506
81369Y506
Shares:
23519(+1369.9%)
Value:
$2.2B(+1503.6%)
BOSTON SCIENTIFIC CORP
BSX|101137107
Shares:
21621(+1341.4%)
Value:
$2.2B(+1527.3%)
ADOBE INC.
ADBE|00724F101
Shares:
5656(-28.6%)
Value:
$2.2B(-38.4%)
BRISTOL MYERS SQUIBB CO
BMY|110122108
Shares:
54112(+0.3%)
Value:
$2.2B(+8.3%)