VALEO FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CAG | 14K | $251.23K |
 | NWG | 14K | $194.10K |
 | DHR | 14K | $2.69M |
 | K | 13K | $1.10M |
 | ARES | 13K | $2.14M |
 | PPL | 13K | $494.93K |
 | FITB | 13K | $587.09K |
 | CCCS | 13K | $119.84K |
 | GILD | 13K | $1.46M |
 | MCHP | 13K | $826.13K |
 | ZIM | 13K | $173.98K |
 | EMR | 13K | $1.67M |
 | ZBH | 13K | $1.25M |
 | CARR | 13K | $748.26K |
 | AIG | 13K | $981.83K |
 | WM | 12K | $2.74M |
 | NLY | 12K | $250.34K |
 | FMBH | 12K | $464.11K |
 | SRCE | 12K | $751.34K |
 | AEP | 12K | $1.37M |
Conagra Brands, Inc.
CAG
Shares Held
14K
Value
$251.23K
NatWest Group plc
NWG
Shares Held
14K
Value
$194.10K
Danaher Corporation
DHR
Shares Held
14K
Value
$2.69M
Kellanova
K
Shares Held
13K
Value
$1.10M
Ares Management Corporation
ARES
Shares Held
13K
Value
$2.14M
PPL Corporation
PPL
Shares Held
13K
Value
$494.93K
Fifth Third Bancorp
FITB
Shares Held
13K
Value
$587.09K
CCC Intelligent Solutions Holdings Inc.
CCCS
Shares Held
13K
Value
$119.84K
Gilead Sciences, Inc.
GILD
Shares Held
13K
Value
$1.46M
Microchip Technology Incorporated
MCHP
Shares Held
13K
Value
$826.13K
ZIM Integrated Shipping Services Ltd.
ZIM
Shares Held
13K
Value
$173.98K
Emerson Electric Co.
EMR
Shares Held
13K
Value
$1.67M
Zimmer Biomet Holdings, Inc.
ZBH
Shares Held
13K
Value
$1.25M
Carrier Global Corporation
CARR
Shares Held
13K
Value
$748.26K
American International Group, Inc.
AIG
Shares Held
13K
Value
$981.83K
Waste Management, Inc.
WM
Shares Held
12K
Value
$2.74M
Annaly Capital Management, Inc.
NLY
Shares Held
12K
Value
$250.34K
First Mid Bancshares, Inc.
FMBH
Shares Held
12K
Value
$464.11K
1st Source Corporation
SRCE
Shares Held
12K
Value
$751.34K
American Electric Power Company, Inc.
AEP
Shares Held
12K
Value
$1.37M