VALEO FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PLD | 875K | $100.22M |
 | NVDA | 605K | $112.90M |
 | AAPL | 595K | $151.44M |
 | TALK | 469K | $1.29M |
 | AMZN | 293K | $64.36M |
 | MBIN | 244K | $7.76M |
 | GOOGL | 228K | $55.49M |
 | MSFT | 206K | $106.91M |
 | BAC | 203K | $10.47M |
 | ET | 188K | $3.22M |
 | PFE | 183K | $4.65M |
 | T | 173K | $4.88M |
 | JPM | 152K | $48.01M |
 | WMT | 147K | $15.13M |
 | LLY | 143K | $108.88M |
 | MIST | 131K | $261.40K |
 | GOOG | 127K | $30.92M |
 | XOM | 119K | $13.45M |
 | F | 119K | $1.42M |
 | BRK-B | 115K | $57.92M |
Prologis, Inc.
PLD
Shares Held
875K
Value
$100.22M
NVIDIA Corporation
NVDA
Shares Held
605K
Value
$112.90M
Apple Inc.
AAPL
Shares Held
595K
Value
$151.44M
Talkspace, Inc.
TALK
Shares Held
469K
Value
$1.29M
Amazon.com, Inc.
AMZN
Shares Held
293K
Value
$64.36M
Merchants Bancorp
MBIN
Shares Held
244K
Value
$7.76M
Alphabet Inc.
GOOGL
Shares Held
228K
Value
$55.49M
Microsoft Corporation
MSFT
Shares Held
206K
Value
$106.91M
Bank of America Corporation
BAC
Shares Held
203K
Value
$10.47M
Energy Transfer LP
ET
Shares Held
188K
Value
$3.22M
Pfizer Inc.
PFE
Shares Held
183K
Value
$4.65M
AT&T Inc.
T
Shares Held
173K
Value
$4.88M
JPMorgan Chase & Co.
JPM
Shares Held
152K
Value
$48.01M
Walmart Inc.
WMT
Shares Held
147K
Value
$15.13M
Eli Lilly and Company
LLY
Shares Held
143K
Value
$108.88M
Milestone Pharmaceuticals Inc.
MIST
Shares Held
131K
Value
$261.40K
Alphabet Inc.
GOOG
Shares Held
127K
Value
$30.92M
Exxon Mobil Corporation
XOM
Shares Held
119K
Value
$13.45M
Ford Motor Company
F
Shares Held
119K
Value
$1.42M
Berkshire Hathaway Inc.
BRK-B
Shares Held
115K
Value
$57.92M