CIK 1722641
Valeo Financial Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
792
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 451–500 of 792
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| STT | STATE STR CORP COM | 4K | $500K+ | SH |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 5K | $500K+ | SH |
| USIG | ISHARES CREDIT BOND ETF | 10K | $500K+ | SH |
| BBVA | BANCO BILBAO VIZCAYAARGENTARIA SA ADS EACH REPR 1 ORD EUR0.49 | 22K | $500K+ | SH |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | 18K | $500K+ | SH |
| HCA | HCA HEALTHCARE INC COM | 1K | $500K+ | SH |
| INBK | FIRST INTERNET BANCORP | 25K | $500K+ | SH |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | 4K | $500K+ | SH |
| EPI | WISDOMTREE TR INDIA EARNINGS FD | 11K | $500K+ | SH |
| FTAI | FTAI AVIATION LTD SHS | 3K | $500K+ | SH |
| HYS | PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD | 5K | $500K+ | SH |
| TROW | T ROWE PRICE GROUP INC | 5K | $500K+ | SH |
| GOVT | ISHARES U.S. TREASURY BOND ETF | 22K | $100K–$500K | SH |
| ARCC | ARES CAPITAL CORP COM | 25K | $100K–$500K | SH |
| IYR | ISHARES US REAL ESTATE ETF | 5K | $100K–$500K | SH |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | 850 | $100K–$500K | SH |
| NTAP | NETAPP INC | 5K | $100K–$500K | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | 2K | $100K–$500K | SH |
| SRE | SEMPRA ENERGY | 6K | $100K–$500K | SH |
| FMBH | FIRST MID BANCSHARES INC COM | 12K | $100K–$500K | SH |
| USD | PROSHARES ULTRA SEMICONDUCTORS | 9K | $100K–$500K | SH |
| O | REALTY INCOME CORP | 9K | $100K–$500K | SH |
| SMFG | SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M2098 | 25K | $100K–$500K | SH |
| VGK | VANGUARD EUROPEAN | 6K | $100K–$500K | SH |
| BKR | BAKER HUGHES INC | 10K | $100K–$500K | SH |
| PPL | PPL CORP COM | 14K | $100K–$500K | SH |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | 24K | $100K–$500K | SH |
| VSS | VANGUARD FTSE ALL WORLD EX-US ETF | 3K | $100K–$500K | SH |
| PAA | PLAINS ALL AMERICAN PIPELINE LP | 26K | $100K–$500K | SH |
| OEF | ISHARES TR S&P 100 INDEX FUND | 1K | $100K–$500K | SH |
| ING | ING GROEP NV ADR | 17K | $100K–$500K | SH |
| KHC | KRAFT HEINZ CO COM | 19K | $100K–$500K | SH |
| UAL | UNITED CONTL HLDGS INC | 4K | $100K–$500K | SH |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | 2K | $100K–$500K | SH |
| SW | SMURFIT WESTROCK PLC SHS | 12K | $100K–$500K | SH |
| XLU | UTILITIES SELECT SECTOR SPDR | 11K | $100K–$500K | SH |
| LNC | LINCOLN NATL CORP IND COM | 10K | $100K–$500K | SH |
| ZS | ZSCALER INC COM | 2K | $100K–$500K | SH |
| BALL | BALL CORP COM | 9K | $100K–$500K | SH |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | 10K | $100K–$500K | SH |
| CBZ | CBIZ INC COM | 9K | $100K–$500K | SH |
| DXCM | DEXCOM INC COM | 7K | $100K–$500K | SH |
| SU | SUNCOR ENERGY COM NPV ISIN CA8672291066 SEDOL 2861142EXCHANGED FOR ONE SHAR | 10K | $100K–$500K | SH |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 5K | $100K–$500K | SH |
| BDX | BECTON DICKINSON & CO COM | 2K | $100K–$500K | SH |
| FANG | DIAMONDBACK ENERGY INC COM | 3K | $100K–$500K | SH |
| LUV | SOUTHWEST AIRLS CO COM | 11K | $100K–$500K | SH |
| NXG | NXG NEXTGEN INFRASTR INCM FD COM | 9K | $100K–$500K | SH |
| IJK | ISHARES S&P MIDCAP 400 GROWTH INDEX | 4K | $100K–$500K | SH |
| MSD | MORGAN STANLEY EMKT DBT FD INC COM | 58K | $100K–$500K | SH |