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 101–150 of 792
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VZ | VERIZON COMMUNICATIONS | 106K | $1M+ | SH |
| VB | VANGUARD SMALL CAP ETF | 17K | $1M+ | SH |
| DE | DEERE & CO COM | 9K | $1M+ | SH |
| ABT | ABBOTT LABS COM | 34K | $1M+ | SH |
| T | AT&T INC COM | 170K | $1M+ | SH |
| XLF | FINANCIAL SELECT SECTOR SPDR | 84K | $1M+ | SH |
| IVE | ISHARES S&P 500 VALUE ETF | 19K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 82K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 20K | $1M+ | SH |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | 13K | $1M+ | SH |
| GLD | SPDR GOLD ETF | 10K | $1M+ | SH |
| FDX | FEDEX CORP | 13K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC COM | 18K | $1M+ | SH |
| QCOM | QUALCOMM INC | 22K | $1M+ | SH |
| TJX | TJX COS INC NEW COM | 24K | $1M+ | SH |
| BLK | BLACKROCK INC | 3K | $1M+ | SH |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | 71K | $1M+ | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY | 5K | $1M+ | SH |
| UNP | UNION PAC CORP COM | 15K | $1M+ | SH |
| ETN | EATON CORP PLC SHS | 11K | $1M+ | SH |
| SCHW | CHARLES SCHWAB CORP | 35K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC COM | 43K | $1M+ | SH |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 33K | $1M+ | SH |
| DVY | ISHARES DJ SELECT DIVIDEND | 24K | $1M+ | SH |
| INTC | INTEL CORP COM | 91K | $1M+ | SH |
| CLOZ | ELDRIDGE BBB-B CLO ETF | 124K | $1M+ | SH |
| DHR | DANAHER CORP | 14K | $1M+ | SH |
| IAU | ISHARES GOLD TRUST ETF | 39K | $1M+ | SH |
| ET | ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP | 189K | $1M+ | SH |
| MS | MORGAN STANLEY | 17K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC COM | 38K | $1M+ | SH |
| HDV | ISHARES TR HIGH DIVID EQUITY FD | 25K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L P | 94K | $1M+ | SH |
| ASML | ASML HLDG NV N Y REGISTRY SHS | 3K | $1M+ | SH |
| MU | MICRON TECHNOLOGY | 10K | $1M+ | SH |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | 18K | $1M+ | SH |
| SNOW | SNOWFLAKE INC COM SHS | 13K | $1M+ | SH |
| SYK | STRYKER CORP | 8K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 17K | $1M+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | 37K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL, INC. | 5K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 33K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP COM | 8K | $1M+ | SH |
| SMB | VANECK SHORT MUNI ETF | 157K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 5K | $1M+ | SH |
| XLY | CONSUMER DISCRETIONARY SEL SECTOR SPDR FD | 22K | $1M+ | SH |
| AMAT | APPLIED MATLS INC COM | 10K | $1M+ | SH |
| SPGI | S&P GLOBAL INC COM | 5K | $1M+ | SH |
| CVS | CVS HEALTH CORP COM | 33K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 25K | $1M+ | SH |