VALEO FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VRTX | 5K | $1.86M |
 | CLS | 5K | $1.16M |
 | EOG | 5K | $528.63K |
 | DLR | 5K | $805.63K |
 | MAR | 5K | $1.21M |
 | BROS | 5K | $242.96K |
 | ADBE | 5K | $1.63M |
 | TEL | 5K | $1.01M |
 | SPGI | 5K | $2.24M |
 | ALK | 5K | $228.33K |
 | TMO | 5K | $2.21M |
 | BUD | 5K | $271.98K |
 | CB | 5K | $1.28M |
 | OTIS | 5K | $414.66K |
 | WELL | 5K | $807.87K |
 | APD | 5K | $1.24M |
 | LIN | 5K | $2.15M |
 | WPM | 4K | $499.14K |
 | NTAP | 4K | $519.33K |
 | HIMS | 4K | $245.03K |
Vertex Pharmaceuticals Incorporated
VRTX
Shares Held
5K
Value
$1.86M
Celestica Inc.
CLS
Shares Held
5K
Value
$1.16M
EOG Resources, Inc.
EOG
Shares Held
5K
Value
$528.63K
Digital Realty Trust, Inc.
DLR
Shares Held
5K
Value
$805.63K
Marriott International, Inc.
MAR
Shares Held
5K
Value
$1.21M
Dutch Bros Inc.
BROS
Shares Held
5K
Value
$242.96K
Adobe Inc.
ADBE
Shares Held
5K
Value
$1.63M
TE Connectivity Ltd.
TEL
Shares Held
5K
Value
$1.01M
S&P Global Inc.
SPGI
Shares Held
5K
Value
$2.24M
Alaska Air Group, Inc.
ALK
Shares Held
5K
Value
$228.33K
Thermo Fisher Scientific Inc.
TMO
Shares Held
5K
Value
$2.21M
Anheuser-Busch InBev SA/NV
BUD
Shares Held
5K
Value
$271.98K
Chubb Limited
CB
Shares Held
5K
Value
$1.28M
Otis Worldwide Corporation
OTIS
Shares Held
5K
Value
$414.66K
Welltower Inc.
WELL
Shares Held
5K
Value
$807.87K
Air Products and Chemicals, Inc.
APD
Shares Held
5K
Value
$1.24M
Linde plc
LIN
Shares Held
5K
Value
$2.15M
Wheaton Precious Metals Corp.
WPM
Shares Held
4K
Value
$499.14K
NetApp, Inc.
NTAP
Shares Held
4K
Value
$519.33K
Hims & Hers Health, Inc.
HIMS
Shares Held
4K
Value
$245.03K