Valeo Financial Advisors, LLC
Q4 2024 13F Holdings
- Locationcarmel, IN
- Num holdings
741
- Value ($000)
$3,594,496
- Date Filed01/30/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF | ETF | 78462F103 | $556.56M | 16 % | 967,462 | ||
IJR ISHARES S&P SMALLCAP 600 ETF | ETF | 464287804 | $232.17M | 7 % | 2,131,099 | ||
IJH ISHARES CORE S&P MID CAP ETF | ETF | 464287507 | $195.62M | 5 % | 3,139,386 | ||
AAPL APPLE INC | STOCK | 037833100 | $148.89M | 4 % | 738,227 | ||
IEMG ISHARES CORE MSCI EMERGING MKTS | ETF | 46434G103 | $141.92M | 4 % | 2,717,734 | ||
RSP INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | 46137V357 | $114.86M | 3 % | 655,500 | ||
IVV ISHARES S&P 500 INDEX | ETF | 464287200 | $110.30M | 3 % | 187,372 | ||
PLD PROLOGIS SHARE BENEFICIAL INT | REIT | 74340W103 | $107.10M | 3 % | 1,013,203 | ||
LLY ELI LILLY & CO COM | STOCK | 532457108 | $94.21M | 3 % | 161,698 | ||
MSFT MICROSOFT | STOCK | 594918104 | $83.41M | 2 % | 270,549 |
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