Valeo Financial Advisors, LLC
Q2 2025 13F Holdings
- Locationcarmel, IN
- Num holdings
787
- Value ($000)
$4,157,227
- Date Filed07/22/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF | ETF | 78462F103 | $583.19M | 14 % | 943,899 | ||
IJR ISHARES S&P SMALLCAP 600 ETF | ETF | 464287804 | $245.39M | 6 % | 2,265,854 | ||
IJH ISHARES CORE S&P MID CAP ETF | ETF | 464287507 | $224.85M | 5 % | 3,629,957 | ||
IEMG ISHARES CORE MSCI EMERGING MKTS | ETF | 46434G103 | $174.22M | 4 % | 2,902,229 | ||
AAPL APPLE INC | STOCK | 037833100 | $147.92M | 4 % | 26,589,956 | ||
IVV ISHARES S&P 500 INDEX | ETF | 464287200 | $138.49M | 3 % | 223,053 | ||
RSP INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | 46137V357 | $115.77M | 3 % | 637,006 | ||
LLY ELI LILLY & CO COM | STOCK | 532457108 | $104.68M | 3 % | 134,292 | ||
MSFT MICROSOFT | STOCK | 594918104 | $102.52M | 3 % | 502,200 | ||
JCPB JPMORGAN CORE PLUS BOND ETF | ETF | 46641Q670 | $97.32M | 2 % | 2,239,363 |
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