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 251–300 of 792
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ETR | ENTERGY CORP NEW COM | 14K | $1M+ | SH |
| FTNT | FORTINET INC COM | 16K | $1M+ | SH |
| GPC | GENUINE PARTS CO COM | 10K | $1M+ | SH |
| CLOX | ELDRIDGE AAA CLO ETF | 50K | $1M+ | SH |
| CEF | CENTRAL FUND OF CANADA LTD | 27K | $1M+ | SH |
| R | RYDER SYS INC COM | 7K | $1M+ | SH |
| MCK | MCKESSON CORP | 2K | $1M+ | SH |
| REGN | REGENERON PHARMACEUTICALS INC | 2K | $1M+ | SH |
| VLO | VALERO ENERGY CORP | 8K | $1M+ | SH |
| CCI | CROWN CASTLE INTL CORP | 14K | $1M+ | SH |
| VDE | VANGUARD ENERGY | 10K | $1M+ | SH |
| DIA | SPDR DOW JONES INDUSTRIAL ETF | 2K | $1M+ | SH |
| LH | LABORATORY CORP OF AMERICA | 5K | $1M+ | SH |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 17K | $1M+ | SH |
| GM | GENERAL MOTORS CORP | 15K | $1M+ | SH |
| RKLB | ROCKET LAB CORP COM | 17K | $1M+ | SH |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | 47K | $1M+ | SH |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | 25K | $1M+ | SH |
| VHT | VANGUARD HEALTH CARE ETF | 4K | $1M+ | SH |
| TMUS | T-MOBILE US INC COM | 6K | $1M+ | SH |
| ICE | INTERCONTINENTAL EXCH INTL | 7K | $1M+ | SH |
| FDN | FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD | 4K | $1M+ | SH |
| TXN | TEXAS INSTRS INC COM | 7K | $1M+ | SH |
| ARGX | ARGENX SE SPONSORED ADR | 1K | $1M+ | SH |
| RCL | ROYAL CARRIBBEAN CRUISES LTD | 4K | $1M+ | SH |
| AIG | AMERICAN INTL GROUP INC COM NEW | 13K | $1M+ | SH |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 16K | $1M+ | SH |
| CME | CHICAGO MERCANTILE HLDGS INC | 4K | $1M+ | SH |
| STLD | STEEL DYNAMICS INC | 7K | $1M+ | SH |
| IWN | ISHARES RUSSELL 2000 VALUE | 6K | $1M+ | SH |
| VCR | VANGUARD CONSUMER DISCRETIONARY | 3K | $1M+ | SH |
| XLP | CONSUMER STAPLES SELECT SECTOR SPDR | 14K | $1M+ | SH |
| ECL | ECOLAB INC COM | 4K | $1M+ | SH |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | 25K | $1M+ | SH |
| IVOO | VANGUARD S&P MID-CAP 400 ETF | 10K | $1M+ | SH |
| NVO | NOVO-NORDISK A/S ADR ADR CMN | 21K | $1M+ | SH |
| VEU | VANGUARD FTSE ALL-WORLD EX-US | 14K | $1M+ | SH |
| ACN | ACCENTURE PLC CLASS A | 4K | $1M+ | SH |
| TEL | TE CONNECTIVITY LTD | 5K | $1M+ | SH |
| CTAS | CINTAS CORP | 6K | $1M+ | SH |
| CI | CIGNA CORP | 4K | $1M+ | SH |
| ROK | ROCKWELL AUTOMATION INC COM | 3K | $1M+ | SH |
| BP | BP PLC SPONSORED ADR | 30K | $1M+ | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD | 7K | $1M+ | SH |
| D | DOMINION RESOURCES INC | 17K | $1M+ | SH |
| MCO | MOODYS CORP | 2K | $1M+ | SH |
| PYPL | PAYPAL HLDGS INC COM | 17K | $1M+ | SH |
| JCI | JOHNSON CTLS INC | 8K | $1M+ | SH |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | 24K | $1M+ | SH |
| DELL | DELL TECHNOLOGIES INC CL C | 8K | $1M+ | SH |