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 601–650 of 792
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RRR | RED ROCK RESORTS INC CL A | 5K | $100K–$500K | SH |
| TD | TORONTO DOMINION BANK | 3K | $100K–$500K | SH |
| IHF | ISHARES U.S. HEALTHCARE PROVIDERS ETF | 6K | $100K–$500K | SH |
| BROS | DUTCH BROS INC CL A | 5K | $100K–$500K | SH |
| WDC | WESTERN DIGITAL CORP COM | 2K | $100K–$500K | SH |
| SGOL | ETFS GOLD TRUST ETF | 8K | $100K–$500K | SH |
| ALC | ALCON AG ORD SHS | 4K | $100K–$500K | SH |
| XJR | ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF | 7K | $100K–$500K | SH |
| AZO | AUTOZONE INC NEV | 91 | $100K–$500K | SH |
| PFF | ISHARES S&P U.S. PREFERRED STOCK ETF | 10K | $100K–$500K | SH |
| GRMN | GARMIN LTD | 2K | $100K–$500K | SH |
| CRH | CRH PLC ORD | 2K | $100K–$500K | SH |
| WSO | WATSCO INC COM | 908 | $100K–$500K | SH |
| ENB | ENBRIDGE INC COM | 6K | $100K–$500K | SH |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | 15K | $100K–$500K | SH |
| GDX | MARKET VECTORS GOLD MINERS INDEX ETF | 4K | $100K–$500K | SH |
| SCZ | ISHARES MSCI EAFE SMALL CAP ETF | 4K | $100K–$500K | SH |
| DD | DUPONT DE NEMOURS INC COM | 8K | $100K–$500K | SH |
| VLTO | VERALTO CORP COM SHS | 3K | $100K–$500K | SH |
| BF.B | BROWN FORMAN CORP CL B | 12K | $100K–$500K | SH |
| EVRG | EVERGY INC COM | 4K | $100K–$500K | SH |
| INCY | INCYTE CORP COM | 3K | $100K–$500K | SH |
| NLY | ANNALY CAPITAL MANAGEMENT INC | 13K | $100K–$500K | SH |
| AEE | AMEREN CORP | 3K | $100K–$500K | SH |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | 5K | $100K–$500K | SH |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | 3K | $100K–$500K | SH |
| INSP | INSPIRE MED SYS INC COM | 3K | $100K–$500K | SH |
| EFX | EQUIFAX INC COM | 1K | $100K–$500K | SH |
| TDV | PROSHARES S&P TECHNOLOGY DIVIDEND ARISTOCRATS ETF | 3K | $100K–$500K | SH |
| JBBB | JANUS HENDERSON B-BBB CLO ETF | 6K | $100K–$500K | SH |
| EL | ESTEE LAUDER COMPANIES INC | 3K | $100K–$500K | SH |
| RY | ROYAL BANK OF CANADA | 2K | $100K–$500K | SH |
| SNPS | SYNOPSYS INC COM | 618 | $100K–$500K | SH |
| APO | APOLLO GLOBAL MGMT CL A | 2K | $100K–$500K | SH |
| UNM | UNUM GROUP | 4K | $100K–$500K | SH |
| IBB | ISHARES NASDAQ BIOTECHNOLOGY | 2K | $100K–$500K | SH |
| TOST | TOAST INC CL A | 8K | $100K–$500K | SH |
| WFC-PL | WELLS FARGO & CO PERP PFD CNV A | 235 | $100K–$500K | SH |
| BN | BROOKFIELD ASSET MGMT INC COM VOTING | 6K | $100K–$500K | SH |
| APLD | APPLIED DIGITAL CORP COM NEW | 12K | $100K–$500K | SH |
| NVT | NVENT ELECTRIC PLC SHS | 3K | $100K–$500K | SH |
| SCCO | SOUTHERN PERU COPPER CORP | 2K | $100K–$500K | SH |
| MSTR | STRATEGY INC CL A NEW | 2K | $100K–$500K | SH |
| EVR | EVERCORE INC CLASS A | 825 | $100K–$500K | SH |
| BMO | BANK OF MONTREAL | 2K | $100K–$500K | SH |
| NWG | ROYAL BANK OF SCOTLAND | 16K | $100K–$500K | SH |
| AME | AMETEK INC COM | 1K | $100K–$500K | SH |
| Q | QNITY ELECTRONICS INC COMMON STOCK | 3K | $100K–$500K | SH |
| TRGP | TARGA RES CORP COM | 2K | $100K–$500K | SH |
| FEZ | SPDR INDEX SHS FDS DJ EURO STOXX 50 ETF | 4K | $100K–$500K | SH |