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
Search and click to pin securities to the top
Page 8 of 34
GE Vernova Inc.
GEV|36828A101
Shares:
7045(+9.0%)
Value:
$2.2B(+1.2%)
808524771
FNDX|808524771
Shares:
89363(+0.2%)
Value:
$2.1B(-0.1%)
Duke Energy CORP
DUK|26441C204
Shares:
17274(-10.7%)
Value:
$2.1B(+1.1%)
INTUITIVE SURGICAL INC
ISRG|46120E602
Shares:
4250(+1.4%)
Value:
$2.1B(-3.8%)
THERMO FISHER SCIENTIFIC INC.
TMO|883556102
Shares:
4228(-0.8%)
Value:
$2.1B(-5.1%)
TARGET CORP
TGT|87612E106
Shares:
19980(+19.7%)
Value:
$2.1B(-7.6%)
Gitlab Inc.
GTLB|37637K108
Shares:
44264(+0.1%)
Value:
$2.1B(-16.5%)
CVS HEALTH Corp
CVS|126650100
Shares:
30489(+5.3%)
Value:
$2.1B(+58.9%)
81369Y407
81369Y407
Shares:
32782(-1.4%)
Value:
$2.1B(-15.7%)
NIKE, Inc.
NKE|654106103
Shares:
32137(+34.8%)
Value:
$2.0B(+13.1%)
AMERICAN TOWER CORP /MA/
AMT|03027X100
Shares:
9296(+77.7%)
Value:
$2.0B(+110.9%)
CROWN CASTLE INC.
CCI|22822V101
Shares:
19373(+78.4%)
Value:
$2.0B(+104.9%)
T-Mobile US, Inc.
TMUS|872590104
Shares:
7502(+38.8%)
Value:
$2.0B(+67.7%)
MORGAN STANLEY
MS|617446448
Shares:
16892(+0.9%)
Value:
$2.0B(-6.3%)
Ares Management Corp
ARES|03990B101
Shares:
13300(+0.5%)
Value:
$1.9B(-16.8%)
CINTAS CORP
CTAS|172908105
Shares:
9429(+2.4%)
Value:
$1.9B(+15.2%)
LINDE PLC
LIN|G54950103
Shares:
4151(-2.7%)
Value:
$1.9B(+8.2%)
92204A702
VGT|92204A702
Shares:
3549(-2.6%)
Value:
$1.9B(-15.1%)
NOVO NORDISK A S
NVO|670100205
Shares:
27715(+2419.5%)
Value:
$1.9B(+1933.9%)
46438F101
46438F101
Shares:
40852(+84.8%)
Value:
$1.9B(+63.1%)