Valeo Financial Advisors, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationcarmel, IN
- CIK0001722641
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
741 | $3.59B | SPY, IJR, IJH, AAPL | 13F-HR | Jan 30, 2025 | 000172264125000001 | ||
705 | $3.51B | SPY, IJR, IJH, IEMG | 13F-HR | Oct 10, 2024 | 000172264124000006 | ||
678 | $3.20B | SPY, IJR, IEMG, AAPL | 13F-HR | Jul 10, 2024 | 000172264124000004 | ||
667 | $2.79B | SPY, IJR, IEMG, RSP | RESTATEMENT | Apr 25, 2024 | 000172264124000003 | ||
671 | $2.48B | SPY, IJR, RSP, AAPL | 13F-HR | Jan 29, 2024 | 000172264124000001 | ||
646 | $2.20B | SPY, IJR, RSP, AAPL | 13F-HR | Oct 20, 2023 | 000172264123000007 | ||
613 | $2.19B | SPY, IJR, AAPL, RSP | 13F-HR | Jul 14, 2023 | 000172264123000006 | ||
640 | $2.08B | SPY, IJR, RSP, AAPL | 13F-HR | Apr 17, 2023 | 000172264123000004 | ||
565 | $1.82B | SPY, IJR, RSP, VCSH | 13F-HR | Feb 9, 2023 | 000172264123000003 | ||
510 | $1.57B | SPY, IJR, VCSH, RSP | 13F-HR | Oct 31, 2022 | 000172264122000004 | ||
513 | $1.59B | SPY, IJR, VCSH, RSP | 13F-HR | Aug 3, 2022 | 000172264122000003 | ||
643 | $1.97B | SPY, IJR, VCSH, AAPL | 13F-HR | Apr 28, 2022 | 000172264122000002 | ||
598 | $1.85B | SPY, IJR, VCSH, AAPL | 13F-HR | Jan 7, 2022 | 000172264122000001 | ||
583 | $1.75B | SPY, VCSH, IJR, AAPL | 13F-HR | Nov 2, 2021 | 000172264121000004 | ||
517 | $1.65B | SPY, IJR, VCSH, VWO | 13F-HR | Jul 22, 2021 | 000172264121000003 | ||
2,120 | $2.16B | SPY, IVV, AMZN, VCSH | 13F-HR | Apr 12, 2021 | 000172264121000002 | ||
1,776 | $1.95B | SPY, IVV, AMZN, VCSH | 13F-HR | Feb 11, 2021 | 000172264121000001 | ||
1,680 | $1.14B | SPY, VCSH, IJR, VWO | 13F-HR | Oct 28, 2020 | 000172264120000004 | ||
2,148 | $1.10B | SPY, VCSH, IJR, VWO | 13F-HR | Jul 20, 2020 | 000172264120000003 | ||
1,889 | $940.50M | SPY, VCSH, IJR, VWO | 13F-HR | Apr 13, 2020 | 000172264120000002 | ||
1,710 | $1.03B | SPY, IJR, VCSH, VWO | 13F-HR | Jan 24, 2020 | 000172264120000001 | ||
1,624 | $905.45M | SPY, VCSH, IJR, VWO | 13F-HR | Oct 15, 2019 | 000172264119000005 | ||
1,609 | $873.28M | SPY, IJR, VWO, VCSH | 13F-HR | Jul 10, 2019 | 000172264119000004 | ||
1,601 | $823.00M | SPY, VWO, IJR, VCSH | 13F-HR | Apr 12, 2019 | 000172264119000003 | ||
1,623 | $713.07M | SPY, VWO, VCSH, IJR | 13F-HR | Jan 30, 2019 | 000172264119000002 | ||
1,871 | $740.42M | SPY, VWO, VCSH, IJR | 13F-HR | Nov 1, 2018 | 000172264118000004 | ||
1,677 | $713.79M | SPY, VWO, VCSH, IJR | 13F-HR | Aug 14, 2018 | 000172264118000003 | ||
1,600 | $623.45M | SPY, VWO, VCSH, AAPL | 13F-HR | Apr 12, 2018 | 000172264118000002 | ||
1,490 | $609.32M | SPY, VWO, VCSH, AAPL | 13F-HR | Feb 9, 2018 | 000172264118000001 | ||
1,252 | $441.72M | SPY, VWO, VCSH, AAPL | RESTATEMENT | Nov 15, 2017 | 000172264117000002 |