Fund Holdings — Valeo Financial Advisors, LLC

Total Portfolio Value
$2.79B
Total Bought
$371.60M
Total Sold
$61.95M
Net Transaction
+$309.64M
Filing Period:
Securities
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SharesValue ($K)
Q4 2023
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Q1 2024
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Change
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Q4 2023
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Q1 2024
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Weight (%)
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Change
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ISHARES CORE MSCI EMERGING MKTS
CORE MSCI EMKT
110,6742,640,622+2,529,9485,598132,6754.75%+127,077
SPDR S&P 500 ETF(SPY)946,162993,539+47,377442,419486,94517.45%+44,526
ELI LILLY & CO COM(LLY)104,481110,113+5,63260,90480,6252.89%+19,721
NVIDIA CORP(NVDA)47,94454,234+6,29023,74243,2181.55%+19,476
AMAZON.COM INC(AMZN)280,853298,902+18,04940,71950,0651.79%+9,346
MICROSOFT(MSFT)219,215225,456+6,24170,92079,6962.86%+8,776
ISHARES S&P SMALLCAP 600 ETF1,775,3861,909,851+134,465180,796189,0266.77%+8,230
ISHARES S&P 500 INDEX173,880179,601+5,72183,05091,2323.27%+8,182
BERKSHIRE HATHAWAY INC DEL CL B NEW289,646298,246+8,60043,01448,7461.75%+5,733
META PLATFORMS INC CL A(META)73,21375,124+1,91111,98317,6370.63%+5,654
GOOGLE INC(GOOG)239,357246,032+6,67528,78433,6111.20%+4,828
ISHARES MSCI EAFE ETF686,798715,024+28,22651,75055,5581.99%+3,808
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
780,518780,127-391123,166126,9184.55%+3,752
ALPHABET INC CAP STK CL C(GOOG)168,856173,176+4,32018,12621,4080.77%+3,282
VANGUARD INTERMEDIATE-TERM TREASURY ETF
INTER TERM TREAS
1,074,2611,158,082+83,82163,72566,3592.38%+2,634
ISHARES CORE MSCI EAFE
CORE MSCI EAFE
397,042422,498+25,45627,93230,4881.09%+2,556
PROCTER AND GAMBLE CO COM(PG)91,6221,174,417+1,082,79513,42615,7200.56%+2,294
NOVO-NORDISK A/S ADR ADR CMN(NVO)25,96937,516+11,5472,6864,7380.17%+2,052
VANGUARD S&P 500 ETF41,50743,273+1,76618,13020,1010.72%+1,970
PALO ALTO NETWORKS INC COM(PANW)6,12112,790+6,6691,8053,7580.13%+1,953
EXXON MOBIL CORP COM89,44887,785-1,6638,94310,6260.38%+1,683
JPMORGAN CHASE & CO COM(JPM)184,588174,232-10,35627,25428,9311.04%+1,678
CATERPILLAR INC COM(CAT)20,33020,824+4946,0117,5700.27%+1,559
PEPSICO INC COM(PEP)82,83589,164+6,3299,41810,9520.39%+1,534
WALMART INC COM(WMT)45,385143,389+98,0047,1558,5840.31%+1,429
COSTCO WHOLESALE CORP(COST)14,02514,749+7249,25810,6760.38%+1,418
POWERSHARES QQQ TR43,20244,783+1,58117,69019,1000.68%+1,411
BROADCOM INC COM(AVGO)4,3794,926+5474,8886,1900.22%+1,301
VANGUARD TOTAL BOND MARKET ETF29,05948,409+19,3502,1373,4260.12%+1,289
MERCK & CO INC(MRK)95,06094,275-7858,3169,5860.34%+1,270
RTX CORPORATION COM(RTX)96,19196,493+3025,7986,9860.25%+1,189
EATON CORP PLC SHS(ETN)10,52311,611+1,0882,5343,7000.13%+1,166
VISA INC(V)59,71660,750+1,03415,54716,7070.60%+1,160
VANGUARD TOTAL STOCK MARKET ETF27,57630,552+2,9766,5427,6580.27%+1,116
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSM)13,71818,611+4,8931,4272,4750.09%+1,048
MASTERCARD INC(MA)22,48722,987+5009,59110,6320.38%+1,041
ORACLE CORPORATION(ORCL)77,10679,450+2,3448,1299,1640.33%+1,034
BLUE OWL CAPITAL CORPORATION COM(OBDC)065,000+65,00001,0280.04%+1,028
DISNEY WALT CO COM(DIS)116,354107,565-8,7897,7718,7950.32%+1,024
VANGUARD FTSE DEVELOPED MARKETS ETF506,652518,587+11,93524,26925,2710.91%+1,003
BERKSHIRE HATHAWAY INC DEL CL A141407,5978,5880.31%+991
ISHARES TR RUSSELL 1000 INDEX ETF21,10123,240+2,1395,5346,4590.23%+925
INTUITIVE SURGICAL, INC.28,5613,313-25,2483281,2420.04%+915
ABBVIE INC COM(ABBV)78,71980,732+2,0136,8257,7260.28%+901
CHEVRON CORP NEW COM(CVX)48,29249,332+1,0407,2038,0690.29%+866
ADVANCED MICRO DEVICES INC COM(AMD)12,80317,958+5,1551,8862,7250.10%+839
ISHARES CURRENCY HEDGED MSCI EAFE ETF
HDG MSCI EAFE
299,849297,974-1,8759,44810,2650.37%+817
HERSHEY CO COM(HSY)6,03610,317+4,2811,1251,9410.07%+816
BANK AMERICA CORP COM197,974195,194-2,7806,6667,4800.27%+814
AMERICAN EXPRESS CO COM(AXP)15,61715,404-2132,9263,6830.13%+758
SUPER MICRO COMPUTER INC COM(SMCI)1,2541,476+2223561,1140.04%+758
FIDELITY WISE ORIGIN BITCOIN FUND(FBTC)013,349+13,34907460.03%+746
CHIPOTLE MEXICAN GRILL INC(CMG)226421+1955171,2330.04%+716
PANAGRAM BBB-B CLO ETF
ELDRIDGE BBB B
33,08058,584+25,5048731,5700.06%+696
GE VERNOVA INC COM(GEV)04,607+4,60706730.02%+673
CUMMINS INC COM(CMI)12,96612,852-1143,1063,7570.13%+651
DANAHER CORP(DHR)11,66013,324+1,6642,6973,3380.12%+641
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
MSCI EMRG CHN
139,343148,966+9,6237,7218,3440.30%+623
NEXTERA ENERGY INC COM(NEE)15,31823,310+7,9929301,5510.06%+621
GRAYSCALE BITCOIN TRUST(GBTC)010,516+10,51605980.02%+598
PIONEER NATURAL RESOURCES CO10,83810,971+1332,4373,0230.11%+586
GOLDMAN SACHS GROUP INC(GS)27,56428,117+5533,3603,9170.14%+557
ABERCROMBIE & FITCH CO CL A14,68815,396+7081,2961,8430.07%+547
ISHARES RUSSELL 1000 GROWTH ETF32,49732,053-4449,85210,3880.37%+536
ISHARES RUSSELL 1000 VALUE ETF56,91157,170+2599,4059,9260.36%+521
VANGUARD SMALL CAP ETF6,6468,935+2,2891,4181,9340.07%+516
VANGUARD TOTAL WORLD STOCK ETF29,46932,903+3,4343,0323,5240.13%+492
GE AEROSPACE COM NEW(GE)17,72017,274-4462,2622,7500.10%+488
VANGUARD TAX-EXEMPT BOND ETF43,47654,229+10,7532,2192,7070.10%+487
CONSTELLATION BRANDS INC CL A(STZ)15,83116,469+6383,8274,3070.15%+480
DATADOG INC CL A COM(DDOG)03,749+3,74904760.02%+476
ISHARES AGGREGATE BOND ETF39,05745,496+6,4393,8764,3400.16%+463
DOMINION RESOURCES INC(D)11,01118,829+7,8185189650.03%+447
SALESFORCE COM(CRM)71,70972,094+3856,6927,1290.26%+436
UBER TECHNOLOGIES INC COM(UBER)20,58924,567+3,9781,2681,7040.06%+436
LOWES COS INC COM(LOW)7,8009,409+1,6091,7362,1680.08%+432
CITIGROUP INC(C)59,09355,260-3,8333,0403,4520.12%+412
MARATHON PETE CORP(MPC)8,0348,039+51,1921,6010.06%+409
TARGET CORP COM(TGT)21,89421,264-6303,1183,5160.13%+398
NETFLIX COM INC(NFLX)7,9277,644-2833,8584,2440.15%+385
ISHARES COHEN & STEERS RLTY07,106+7,10603830.01%+383
LULULEMON ATHLETICA INC(LULU)1,7253,417+1,6928821,2460.04%+364
BP PLC SPONSORED ADR(BP)45,09849,655+4,5571,5961,9530.07%+357
TEXAS ROADHOUSE INC COM(TXRH)02,247+2,24703520.01%+352
KIMBERLY-CLARK CORP COM(KMB)15,78716,472+6851,9182,2690.08%+351
CINTAS CORP(CTAS)1,8422,179+3371,1101,4470.05%+337
WAHED FTSE USA SHARIAH ETF
WAHED FTSE ETF
07,166+7,16603370.01%+337
VANGUARD SHORT TERM BOND04,429+4,42903370.01%+337
O REILLY AUTOMOTIVE INC(ORLY)8281,022+1947861,1160.04%+330
DELTA AIR LINES INC DEL CMN(DAL)16,80920,975+4,1666761,0060.04%+330
BOSTON SCIENTIFIC CORP(BSX)21,08621,251+1651,2191,5460.06%+327
THERMO FISHER SCIENTIFIC INC COM(TMO)3,7844,039+2552,0092,3310.08%+323
WASTE CONNECTIONS INC(WCN)01,898+1,89803150.01%+315
APPLIED MATLS INC COM7,8148,077+2631,2661,5800.06%+314
ISHARES CORE S&P MID CAP ETF12,38064,679+52,2993,4313,7430.13%+312
WASTE MANAGEMENT INC(WM)9,6789,690+121,7332,0390.07%+306
UNITED CONTL HLDGS INC(UAL)05,797+5,79703050.01%+305
EVERCORE INC CLASS A(EVR)01,620+1,62003020.01%+302
DUKE ENERGY CORP NEW COM NEW(DUK)18,62121,300+2,6791,8072,1080.08%+301
ISHARES SEMICONDUCTOR ETF1,4485,436+3,9888341,1340.04%+299
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Valeo Financial Advisors, LLC — 13F Holdings — Q1 2024 | TickerTrail