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 151–200 of 792
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WM | WASTE MANAGEMENT INC | 11K | $1M+ | SH |
| LOW | LOWES COS INC COM | 10K | $1M+ | SH |
| COF | CAPITAL ONE FINANCIAL CORP | 10K | $1M+ | SH |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | 41K | $1M+ | SH |
| COP | CONOCOPHILLIPS COM | 25K | $1M+ | SH |
| MO | ALTRIA GROUP INC COM | 41K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW COM NEW | 20K | $1M+ | SH |
| NOW | SERVICENOW INC COM | 15K | $1M+ | SH |
| BX | BLACKSTONE GROUP LP | 15K | $1M+ | SH |
| SSO | PROSHARES ULTRA S&P 500 | 40K | $1M+ | SH |
| HSY | HERSHEY CO COM | 12K | $1M+ | SH |
| NOC | NORTHROP GRUMMAN CORP COM | 4K | $1M+ | SH |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 79K | $1M+ | SH |
| NSC | NORFOLK SOUTHERN CRP | 7K | $1M+ | SH |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | 13K | $1M+ | SH |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 78K | $1M+ | SH |
| VRTX | VERTEX PHARMACEUTICALS IN | 5K | $1M+ | SH |
| MDT | MEDTRONIC PLC SHS | 22K | $1M+ | SH |
| HI | HILLENBRAND INCORPORATED | 66K | $1M+ | SH |
| ITOT | ISHARES TR S&P 1500 INDEX FD | 14K | $1M+ | SH |
| EQIX | EQUINIX INC COM | 3K | $1M+ | SH |
| OAKM | OAKMARK U.S. LARGE CAP ETF | 72K | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 21K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC COM | 364 | $1M+ | SH |
| IWP | ISHARES RUSSELL MIDCAP GROWTH ETF | 14K | $1M+ | SH |
| PSX | PHILLIPS 66 | 15K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING INC COM | 7K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP COM | 5K | $1M+ | SH |
| SCHE | SCHWAB EMERGING MARKET EQ ETF | 57K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC COM | 8K | $1M+ | SH |
| INTU | INTUIT INC | 3K | $1M+ | SH |
| AFL | AFLAC INC COM | 17K | $1M+ | SH |
| ORLY | O REILLY AUTOMOTIVE INC | 20K | $1M+ | SH |
| EMR | EMERSON ELEC CO COM | 14K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP COM | 2K | $1M+ | SH |
| SLV | ISHARES SILVER TRUST ETF | 28K | $1M+ | SH |
| SCHM | SCHWAB US MID-CAP ETF | 60K | $1M+ | SH |
| ADI | ANALOG DEVICES INC COM | 7K | $1M+ | SH |
| LIN | LINDE PLC SHS | 4K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC COM SHS | 14K | $1M+ | SH |
| — | ASTRAZENECA PLC- SPONS ADR | 19K | $1M+ | SH |
| ACWI | ISHARES TR MSCI ACWIINDEX FD | 12K | $1M+ | SH |
| TGT | TARGET CORP COM | 18K | $1M+ | SH |
| MEAR | ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | 34K | $1M+ | SH |
| SO | SOUTHERN CO COM | 19K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 31K | $1M+ | SH |
| SHEL | ROYAL DUTCH SHELL PLC-ADR | 22K | $1M+ | SH |
| QQQM | INVESCO NASDAQ 100 ETF | 6K | $1M+ | SH |
| CB | CHUBB LIMITED COM | 5K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 13K | $1M+ | SH |