Valeo Financial Advisors, LLC

Q1 2025 13F Holdings

  • Location
    carmel, IN
  • Num holdings

    694

  • Value ($000)

    $3,586,996

  • Date Filed
    04/30/2025
  • Form type
    13F-HR
  • CIK
    0001722641
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY
SPY

SPDR S&P 500 ETF

ETF
$521.18M
15 %

949,500

IJR
IJR

ISHARES S&P SMALLCAP 600 ETF

ETF
$220.20M
6 %

2,221,754

IJH
IJH

ISHARES CORE S&P MID CAP ETF

ETF
$202.32M
6 %

3,471,900

IEMG
IEMG

ISHARES CORE MSCI EMERGING MKTS

ETF
$153.69M
4 %

2,847,682

AAPL
AAPL

APPLE INC

STOCK
$130.85M
4 %

768,417

IVV
IVV

ISHARES S&P 500 INDEX

ETF
$115.97M
3 %

206,397

RSP
RSP

INVESCO S&P 500 EQUAL WEIGHT ETF

ETF
$112.78M
3 %

651,029

LLY
LLY

ELI LILLY & CO COM

STOCK
$101.69M
3 %

162,801

PLD
PLD

PROLOGIS SHARE BENEFICIAL INT

REIT
$98.64M
3 %

3,875,386

---

VANGUARD INTERMEDIATE-TERM TREASURY ETF

ETF
$88.34M
3 %

1,487,258

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