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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Page 8 of 34
81369Y407
Shares:
32782(-1.4%)
Value:
$2.1B(-15.7%)
46438F101
Shares:
40852(+84.8%)
Value:
$1.9B(+63.1%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Ge Vernova Inc.(GEVcusip36828A101) | 7.0K | All Managers (Combined) | $2.2M | ||
89.4K | All Managers (Combined) | $2.1M | |||
Duke Energy Corp(DUKcusip26441C204) | 17.3K | All Managers (Combined) | $2.1M | ||
4.3K | QoQ +1.35% (-57) | All Managers (Combined) | $2.1M | ||
4.2K | QoQ -0.79% (-34)YoY +4.67% (-189) | All Managers (Combined) | $2.1M | ||
Target Corp(TGTcusip87612E106) | 20.0K | All Managers (Combined) | $2.1M | ||
Gitlab Inc.(GTLBcusip37637K108) | 44.3K | QoQ +0.08% (-36)YoY +0.08% (-36) | All Managers (Combined) | $2.1M | |
Cvs Health Corp(CVScusip126650100) | 30.5K | All Managers (Combined) | $2.1M | ||
(cusip81369Y407)✕ | 32.8K | All Managers (Combined) | $2.1M | ||
Nike, Inc.(NKEcusip654106103) | 32.1K | All Managers (Combined) | $2.0M | ||
9.3K | All Managers (Combined) | $2.0M | |||
19.4K | All Managers (Combined) | $2.0M | |||
7.5K | All Managers (Combined) | $2.0M | |||
Morgan Stanley(MScusip617446448) | 16.9K | All Managers (Combined) | $2.0M | ||
13.3K | QoQ +0.49% (-65)YoY +1.10% (+146) | All Managers (Combined) | $1.9M | ||
Cintas Corp(CTAScusip172908105) | 9.4K | All Managers (Combined) | $1.9M | ||
4.2K | QoQ -2.71% (-116)YoY -2.37% (-101) | All Managers (Combined) | $1.9M | ||
3.5K | QoQ -2.63% (-96) | All Managers (Combined) | $1.9M | ||
Novo Nordisk A S(NVOcusip670100205) | 27.7K | All Managers (Combined) | $1.9M | ||
(cusip46438F101)✕ | 40.9K | YoY NEW(+40.9K) | All Managers (Combined) | $1.9M | YoY NEW(+$1.9M) |