VALEO FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LEN | 10K | $1.22M |
 | ICE | 10K | $1.63M |
 | LNC | 10K | $387.77K |
 | DE | 10K | $4.36M |
 | AMAT | 10K | $1.95M |
 | MMM | 9K | $1.47M |
 | COF | 9K | $2.01M |
 | TTD | 9K | $462.25K |
 | HNI | 9K | $441.80K |
 | DXCM | 9K | $633.49K |
 | MU | 9K | $1.56M |
 | SYY | 9K | $767.83K |
 | DVN | 9K | $323.91K |
 | QBTS | 9K | $228.19K |
 | BKR | 9K | $447.20K |
 | RELX | 9K | $437.02K |
 | LPX | 9K | $807.38K |
 | NEM | 9K | $761.44K |
 | YUM | 9K | $1.36M |
 | BALL | 9K | $450.06K |
Lennar Corporation
LEN
Shares Held
10K
Value
$1.22M
Intercontinental Exchange, Inc.
ICE
Shares Held
10K
Value
$1.63M
Lincoln National Corporation
LNC
Shares Held
10K
Value
$387.77K
Deere & Company
DE
Shares Held
10K
Value
$4.36M
Applied Materials, Inc.
AMAT
Shares Held
10K
Value
$1.95M
3M Company
MMM
Shares Held
9K
Value
$1.47M
Capital One Financial Corporation
COF
Shares Held
9K
Value
$2.01M
The Trade Desk, Inc.
TTD
Shares Held
9K
Value
$462.25K
HNI Corporation
HNI
Shares Held
9K
Value
$441.80K
DexCom, Inc.
DXCM
Shares Held
9K
Value
$633.49K
Micron Technology, Inc.
MU
Shares Held
9K
Value
$1.56M
Sysco Corporation
SYY
Shares Held
9K
Value
$767.83K
Devon Energy Corporation
DVN
Shares Held
9K
Value
$323.91K
D-Wave Quantum Inc.
QBTS
Shares Held
9K
Value
$228.19K
Baker Hughes Company
BKR
Shares Held
9K
Value
$447.20K
RELX Plc
RELX
Shares Held
9K
Value
$437.02K
Louisiana-Pacific Corporation
LPX
Shares Held
9K
Value
$807.38K
Newmont Corporation
NEM
Shares Held
9K
Value
$761.44K
Yum! Brands, Inc.
YUM
Shares Held
9K
Value
$1.36M
Ball Corporation
BALL
Shares Held
9K
Value
$450.06K