Valeo Financial Advisors, LLC
Q1 2025 13F Holdings
- Locationcarmel, IN
- Num holdings
694
- Value ($000)
$3,586,996
- Date Filed04/30/2025
- Form type13F-HR
- CIK0001722641
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF | ETF | 78462F103 | $521.18M | 15 % | 949,500 | ||
IJR ISHARES S&P SMALLCAP 600 ETF | ETF | 464287804 | $220.20M | 6 % | 2,221,754 | ||
IJH ISHARES CORE S&P MID CAP ETF | ETF | 464287507 | $202.32M | 6 % | 3,471,900 | ||
IEMG ISHARES CORE MSCI EMERGING MKTS | ETF | 46434G103 | $153.69M | 4 % | 2,847,682 | ||
AAPL APPLE INC | STOCK | 037833100 | $130.85M | 4 % | 768,417 | ||
IVV ISHARES S&P 500 INDEX | ETF | 464287200 | $115.97M | 3 % | 206,397 | ||
RSP INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | 46137V357 | $112.78M | 3 % | 651,029 | ||
LLY ELI LILLY & CO COM | STOCK | 532457108 | $101.69M | 3 % | 162,801 | ||
PLD PROLOGIS SHARE BENEFICIAL INT | REIT | 74340W103 | $98.64M | 3 % | 3,875,386 | ||
VANGUARD INTERMEDIATE-TERM TREASURY ETF | ETF | 92206C706 | $88.34M | 3 % | 1,487,258 |
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