The Analysis of Valeo Financial Advisors, LLC's Holdings
Currently, Valeo Financial Advisors, LLC holds 792 types of securities in its portfolio with a total value $4.5B. In the most recent quarter, they have increased their positions in IVV (+81.0K shares, valued at $41.7M), PULS (+487.8K shares, valued at $24.2M), VGIT (+232.5K shares, valued at $12.9M); decreased their positions in IJH (-351.8K shares, valued at $22.5M), IJR (-88.9K shares, valued at $9.8M), LLY (-6.3K shares, valued at $6.7M); initiated new positions in JMST (+121.9K shares, valued at $6.2M), SMB (+157.0K shares, valued at $2.7M), N/A (+19.3K shares, valued at $1.8M).
Top Holding Treemap
Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
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INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF600.0K shares-3.31%2025-12-312026-02-04
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BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW118.1K shares2.55%2025-12-312026-02-04
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SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF23.1K shares0.74%2025-12-312026-02-04
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BBVA BANCO BILBAO VIZCAYAARGENTARIA SA ADS EACH REPR 1 ORD EUR0.4922.2K shares6.99%2025-12-312026-02-04
SUPER MICRO COMPUTER INC COM NEW SUPER MICRO COMPUTER INC COM NEW17.6K shares-21.49%2025-12-312026-02-04
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SMFG SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M209824.9K shares15.15%2025-12-312026-02-04
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SU SUNCOR ENERGY COM NPV ISIN CA8672291066 SEDOL 2861142EXCHANGED FOR ONE SHAR10.2K shares34.39%2025-12-312026-02-04
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Call Option Holdings
BITMINE IMMERSION TECNOLOGIES COM NEW Call CallBITMINE IMMERSION TECNOLOGIES COM NEW3.9K shares11.43%2025-12-312026-02-04
ASTRAZENECA PLC- SPONS ADR Call CallASTRAZENECA PLC- SPONS ADR400 sharesnew addition2025-12-312026-02-04
Put Option Holdings