Fund HoldingsValeo Financial Advisors, LLC

Total Portfolio Value
$3.59B
Total Bought
$298.55M
Total Sold
$107.38M
Net Transaction
+$191.17M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
JPMORGAN CORE PLUS BOND ETF
CORE PLUS BD ETF
1,482,5022,034,162+551,66068,29987,6312.44%+19,332
VANGUARD S&P 500 ETF65,65696,681+31,02535,37649,6851.39%+14,309
FIDELITY TOTAL BOND ETF942,4751,326,352+383,87742,28954,9791.53%+12,690
ISHARES CORE MSCI EMERGING MKTS
CORE MSCI EMKT
02,847,682+2,847,6820153,6894.28%+153,689
BERKSHIRE HATHAWAY INC DEL CL B NEW0296,082+296,082062,7391.75%+62,739
ELI LILLY & CO COM(LLY)0162,801+162,8010101,6952.84%+101,695
ISHARES MSCI EAFE ETF0641,851+641,851052,4581.46%+52,458
VANGUARD INTERMEDIATE-TERM TREASURY ETF
INTER TERM TREAS
1,402,9961,487,258+84,26281,37488,3432.46%+6,969
ISHARES CORE S&P MID CAP ETF3,139,3863,471,900+332,514195,615202,3205.64%+6,705
ISHARES S&P 500 INDEX187,372206,397+19,025110,302115,9743.23%+5,672
ISHARES CORE MSCI EAFE
CORE MSCI EAFE
0920,683+920,683049,1141.37%+49,114
POWERSHARES QQQ TR051,273+51,273024,0430.67%+24,043
VANGUARD GROWTH ETF031,880+31,880011,8220.33%+11,822
VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF3,12031,991+28,8713103,1610.09%+2,851
APPLOVIN CORP COM CL A(APP)09,085+9,08502,4070.07%+2,407
VISA INC(V)61,06697,794+36,72819,29921,6380.60%+2,338
CHEVRON CORP NEW COM(CVX)049,589+49,58908,2960.23%+8,296
ABBVIE INC COM(ABBV)083,274+83,274010,1690.28%+10,169
JOHNSON & JOHNSON COM(JNJ)0129,386+129,386014,3950.40%+14,395
UBER TECHNOLOGIES INC COM(UBER)058,561+58,56103,5080.10%+3,508
PHILIP MORRIS INTL INC(PM)041,125+41,12506,5280.18%+6,528
BERKSHIRE HATHAWAY INC DEL CL A014+14011,1780.31%+11,178
AMGEN INC(AMGN)044,429+44,42906,8660.19%+6,866
JPMORGAN CHASE & CO. COM(JPM)171,858174,600+2,74235,34536,8421.03%+1,496
EXXON MOBIL CORP COM0113,672+113,672013,5190.38%+13,519
TALKSPACE INC COM(TALK)0507,118+507,11801,2980.04%+1,298
COCA COLA CO COM(KO)0122,180+122,18006,6780.19%+6,678
VANGUARD FTSE DEVELOPED MARKETS ETF0541,705+541,705027,5350.77%+27,535
META PLATFORMS INC CL A(META)81,42484,031+2,60724,60625,7250.72%+1,119
AMERICAN TOWER CORP(AMT)09,296+9,29602,0230.06%+2,023
CROWN CASTLE INTL CORP(CCI)10,85719,373+8,5169852,0190.06%+1,034
FIDELITY WISE ORIGIN BITCOIN FUND(FBTC)20,55236,720+16,1681,6772,6430.07%+966
RTX CORPORATION COM(RTX)086,083+86,08307,7730.22%+7,773
VERIZON COMMUNICATIONS(VZ)0110,767+110,76705,0240.14%+5,024
T-MOBILE US INC COM(TMUS)07,502+7,50202,0010.06%+2,001
GE AEROSPACE COM NEW(GE)020,349+20,34904,0730.11%+4,073
MCDONALDS CORP COM(MCD)026,104+26,10408,1540.23%+8,154
SPDR GOLD ETF(GLD)9,01610,253+1,2372,1832,9540.08%+771
CVS HEALTH CORP COM(CVS)030,489+30,48902,0660.06%+2,066
ISHARES BITCOIN TRUST ETF(IBIT)22,10340,852+18,7491,1731,9120.05%+740
PEPSICO INC COM(PEP)084,097+84,09708,5070.24%+8,507
ABBOTT LABS COM032,298+32,29804,2840.12%+4,284
O REILLY AUTOMOTIVE INC(ORLY)01,287+1,28701,8440.05%+1,844
VANGUARD MID CAP14,42417,337+2,9133,8104,4840.12%+674
SPDR S&P 500 ETF(SPY)(Put)01,200+1,2000671+671
COSTCO WHOLESALE CORP(COST)013,091+13,091012,3800.35%+12,380
ELEVANCE HEALTH INC COM(ELV)04,116+4,11601,7900.05%+1,790
INTERCONTINENTAL EXCH INTL(ICE)09,614+9,61401,6580.05%+1,658
WASTE MANAGEMENT INC(WM)010,883+10,88302,5200.07%+2,520
SCHWAB US DIVIDEND EQUITY ETF70,94592,001+21,0561,9382,5720.07%+634
AT&T INC COM(T)0137,602+137,60203,8910.11%+3,891
MONDELEZ INTL INC CL A(MDLZ)043,009+43,00902,9180.08%+2,918
AFLAC INC COM(AFL)019,891+19,89102,2120.06%+2,212
INTL BUSINESS MACHINES(IBM)014,837+14,83703,6890.10%+3,689
INVESCO GALAXY BITCOIN ETF(BTCO)07,086+7,08605830.02%+583
HERSHEY CO COM(HSY)014,816+14,81602,5340.07%+2,534
CHICAGO MERCANTILE HLDGS INC(CME)03,751+3,75109950.03%+995
FISERV INC(FISV)06,745+6,74501,4900.04%+1,490
ASML HOLDING N V N Y REGISTRY SHS
N Y REGISTRY SHS
02,762+2,76201,8300.05%+1,830
GRAYSCALE ETHEREUM MINI TRUST ETF(ETH)029,983+29,98305160.01%+516
MICROSTRATEGY INC CL A NEW(MSTR)1,9773,762+1,7855721,0850.03%+512
ISHARES CURRENCY HEDGED MSCI EAFE ETF
HDG MSCI EAFE
0482,788+482,788017,5200.49%+17,520
MASTERCARD INC(MA)23,56823,504-6412,41012,8820.36%+472
DEERE & CO COM(DE)08,235+8,23503,8650.11%+3,865
PALANTIR TECHNOLOGIES INC CL A(PLTR)46,16746,324+1573,4923,9100.11%+418
VANGUARD TOTAL STOCK MARKET ETF034,987+34,98709,6160.27%+9,616
MICROSTRATEGY INC CL A NEW(MSTR)(Call)05,300+5,30001,528+1,528
BOSTON SCIENTIFIC CORP(BSX)021,621+21,62102,1800.06%+2,180
ALIBABA GROUP HLDG LTD SPONSORED ADS(BABA)05,483+5,48307250.02%+725
EQT CORP COM(EQT)014,669+14,66907840.02%+784
KINDER MORGAN INC(KMI)039,222+39,22201,1190.03%+1,119
TAKE-TWO INTERACTIVE SOFTWARE COM(TTWO)07,181+7,18101,4880.04%+1,488
NETFLIX COM INC(NFLX)7,5447,596+526,7247,0840.20%+359
NISOURCE INC COM(NI)018,085+18,08507250.02%+725
ALPHA ARCHITECT 1-3 MONTH BOX ETF
ALPHA ARCH 1-3
03,122+3,12203480.01%+348
NEXTERA ENERGY INC COM(NEE)033,462+33,46202,3720.07%+2,372
VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF02,151+2,15103450.01%+345
FORD MOTOR COMPANY(F)0130,584+130,58401,3100.04%+1,310
ISHARES MSCI USA QUALITY FACTOR ETF
MSCI USA QLT FCT
05,816+5,81609940.03%+994
ROYAL DUTCH SHELL PLC-ADR(SHEL)024,646+24,64601,8060.05%+1,806
ENTERPRISE PRODS PARTNERS L P(EPD)093,464+93,46403,1910.09%+3,191
STARBUCKS CORP(SBUX)062,125+62,12503,1080.09%+3,108
ALTRIA GROUP INC COM(MO)041,784+41,78402,5080.07%+2,508
NOVARTIS AG ADR(NVS)08,520+8,52009500.03%+950
GILEAD SCIENCES INC(GILD)010,467+10,46701,1730.03%+1,173
STATE STR CORP COM(STT)03,138+3,13802810.01%+281
CORTEVA INC COM(CTVA)013,384+13,38408410.02%+841
BAXTER INTL INC COM08,133+8,13302780.01%+278
WEYERHAEUSER CO(WY)09,312+9,31202730.01%+273
GENERAL DYNAMICS CORP COM(GD)06,965+6,96501,8980.05%+1,898
CENCORA INC COM02,140+2,14005950.02%+595
AUTOZONE INC NEV(AZO)069+6902630.01%+263
VANGUARD VALUE ETF039,248+39,24806,7800.19%+6,780
SOUTHERN CO COM(SO)017,631+17,63101,6210.05%+1,621
FIRST TRUST NASDAQ CYBERSECURITY ETF
NASDAQ CYB ETF
04,094+4,09402580.01%+258
VANGUARD TOTAL INTERNATIONAL STOCK ETF055,535+55,53503,4490.10%+3,449
CINTAS CORP(CTAS)09,429+9,42901,9380.05%+1,938
IDACORP INC COM(IDA)02,179+2,17902530.01%+253
ANHEUSER BUSCH(BUD)04,077+4,07702510.01%+251
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST(GLDM)04,034+4,03402500.01%+250
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