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 301–350 of 792
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MRSH | MARSH & MCLENNAN COS INC COM | 5K | $500K+ | SH |
| LEN | LENNAR CORP CL A | 10K | $500K+ | SH |
| CL | COLGATE PALMOLIVE CO COM | 12K | $500K+ | SH |
| DFAS | DIMENSIONAL U.S. SMALL CAP ETF | 14K | $500K+ | SH |
| CINF | CINCINNATI FINL CORP COM | 6K | $500K+ | SH |
| ZBH | ZIMMER HLDGS INC | 11K | $500K+ | SH |
| AMP | AMERIPRISE FINANCIAL INC. | 2K | $500K+ | SH |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | 4K | $500K+ | SH |
| NEM | NEWMONT CORP COM | 10K | $500K+ | SH |
| ANF | ABERCROMBIE & FITCH CO CL A | 8K | $500K+ | SH |
| GLW | CORNING INC COM | 11K | $500K+ | SH |
| PGR | PROGRESSIVE CORP COM | 4K | $500K+ | SH |
| VST | VISTRA CORP COM | 6K | $500K+ | SH |
| DAL | DELTA AIR LINES INC DEL CMN | 14K | $500K+ | SH |
| TFC | TRUIST FINL CORP COM | 19K | $500K+ | SH |
| APP | APPLOVIN CORP COM CL A | 1K | $500K+ | SH |
| TM | TOYOTA MOTOR CORP ADS | 4K | $500K+ | SH |
| BTI | BRITISH AMERICAN TOBACCO | 16K | $500K+ | SH |
| VIS | VANGUARD INDUSTRIALS | 3K | $500K+ | SH |
| VFH | VANGUARD FINANCIALS ETF | 7K | $500K+ | SH |
| BWXT | BWX TECHNOLOGIES INC COM | 5K | $500K+ | SH |
| STZ | CONSTELLATION BRANDS INC CL A | 7K | $500K+ | SH |
| NUE | NUCOR CORP COM | 6K | $500K+ | SH |
| GKOS | GLAUKOS CORP COM | 8K | $500K+ | SH |
| BK | BANK NEW YORK MELLON CORP COM | 8K | $500K+ | SH |
| PRU | PRUDENTIAL FINL INC | 8K | $500K+ | SH |
| WELL | WELLTOWER INC COM | 5K | $500K+ | SH |
| HSBC | HSBC HOLDINGS PLC SPONS ADR | 11K | $500K+ | SH |
| KKR | KKR & CO LP | 7K | $500K+ | SH |
| SAP | SAP AKTIENGESELLSCHAFT ADR | 4K | $500K+ | SH |
| UL | UNILEVER PLC SPON ADR NEW | 13K | $500K+ | SH |
| ATEC | ALPHATEC HLDGS INC COM NEW | 41K | $500K+ | SH |
| ALL | ALLSTATE CORP | 4K | $500K+ | SH |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | 12K | $500K+ | SH |
| CMCSA | COMCAST CORP NEW CL A | 29K | $500K+ | SH |
| MET | METLIFE INC COM | 11K | $500K+ | SH |
| SHW | SHERWIN WILLIAMS CO COM | 3K | $500K+ | SH |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 4K | $500K+ | SH |
| MELI | MERCADOLIBRE INC | 420 | $500K+ | SH |
| STX | SEAGATE TECHNOLOGY | 3K | $500K+ | SH |
| SOFI | SOFI TECHNOLOGIES INC COM | 32K | $500K+ | SH |
| MCHP | MICROCHIP TECHNOLOGY INC | 13K | $500K+ | SH |
| MUFG | MITSUBISHI UFJ FINL GROUP INC SPONSORED | 52K | $500K+ | SH |
| AON | AON CORP | 2K | $500K+ | SH |
| VPU | VANGUARD UTILITIES | 4K | $500K+ | SH |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | 9K | $500K+ | SH |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | 5K | $500K+ | SH |
| KMI | KINDER MORGAN INC | 30K | $500K+ | SH |
| XYLD | GLOBAL X S&P 500 COVERED CALL ETF | 20K | $500K+ | SH |
| VOT | VANGUARD MID-CAP GROWTH ETF | 3K | $500K+ | SH |