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 501–550 of 792
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | 10K | $100K–$500K | SH |
| EXPE | EXPEDIA INC DEL COM | 2K | $100K–$500K | SH |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 9K | $100K–$500K | SH |
| MTB | M & T BK CORP COM | 2K | $100K–$500K | SH |
| RACE | FERRARI N V COM | 1K | $100K–$500K | SH |
| GWW | WW GRAINGER INC COM | 419 | $100K–$500K | SH |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | 16K | $100K–$500K | SH |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | 24K | $100K–$500K | SH |
| MPLX | MPLX LP COM UNIT REP LTD | 8K | $100K–$500K | SH |
| CBRE | CBRE GROUP INC CL A | 3K | $100K–$500K | SH |
| DB | DEUTSCHE BANK A G NAMEN AKT | 11K | $100K–$500K | SH |
| DLTR | DOLLAR TREE STORES INC | 3K | $100K–$500K | SH |
| VCEL | VERICEL CORP COM | 11K | $100K–$500K | SH |
| OTIS | OTIS WORLDWIDE CORP COM | 5K | $100K–$500K | SH |
| LYG | LLOYDS TSB GROUP PLC | 77K | $100K–$500K | SH |
| WU | WESTERN UNION COMPANY | 44K | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC COM | 4K | $100K–$500K | SH |
| ROST | ROSS STORES INC | 2K | $100K–$500K | SH |
| WDAY | WORKDAY INC COM | 2K | $100K–$500K | SH |
| IVLU | ISHARES MSCI INTL VALUE FACTOR ETF | 11K | $100K–$500K | SH |
| JBL | JABIL CIRCUIT INC | 2K | $100K–$500K | SH |
| MSBI | MIDLAND STATES BANCORP INC COM | 19K | $100K–$500K | SH |
| PAYX | PAYCHEX INC | 4K | $100K–$500K | SH |
| HAL | HALLIBURTON CO COM | 14K | $100K–$500K | SH |
| TDG | TRANSDIGM GROUP INC COM DELAWARE | 297 | $100K–$500K | SH |
| A | AGILENT TECH INC | 3K | $100K–$500K | SH |
| VTWO | VANGUARD RUSSELL 2000 ETF | 4K | $100K–$500K | SH |
| RIO | RIO TINTO PLC SPON ADR | 5K | $100K–$500K | SH |
| ETHE | GRAYSCALE ETHEREUM STAKING ETF | 16K | $100K–$500K | SH |
| RKT | ROCKET COS INC COM CL A | 20K | $100K–$500K | SH |
| PL | PLANET LABS PBC COM CL A | 20K | $100K–$500K | SH |
| ADM | ARCHER DANIELS MIDLAND CO COM | 7K | $100K–$500K | SH |
| DVN | DEVON ENERGY CORP | 11K | $100K–$500K | SH |
| XLV | HEALTH CARE SELECT SECTOR SPDR | 2K | $100K–$500K | SH |
| IDXX | IDEXX LABS INC | 566 | $100K–$500K | SH |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | 8K | $100K–$500K | SH |
| WPC | WP CAREY INC COM | 6K | $100K–$500K | SH |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | 52K | $100K–$500K | SH |
| RELX | RELX PLC SPONSORED ADR | 9K | $100K–$500K | SH |
| WBD | DISCOVERY HLDG CO | 13K | $100K–$500K | SH |
| RDDT | REDDIT INC CL A | 2K | $100K–$500K | SH |
| AES | AES CORP | 26K | $100K–$500K | SH |
| AEM | AGNICO EAGLE MINES LTD COM | 2K | $100K–$500K | SH |
| HNI | HNI CORP COM | 9K | $100K–$500K | SH |
| NTRS | NORTHERN TR CORP COM | 3K | $100K–$500K | SH |
| PACS | PACS GROUP INC COM SHS | 10K | $100K–$500K | SH |
| PALL | ABRDN PHYSICAL PALLADIUM SHARES ETF | 3K | $100K–$500K | SH |
| CAG | CONAGRA BRANDS INC COM | 21K | $100K–$500K | SH |
| RYLD | GLOBAL X RUSSELL 2000 COVERED CALL ETF | 24K | $100K–$500K | SH |
| WAB | WABTEC | 2K | $100K–$500K | SH |