VALEO FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VZ | 112K | $4.92M |
 | KO | 97K | $6.46M |
 | EPD | 93K | $2.91M |
 | INTC | 90K | $3.01M |
 | PG | 89K | $13.72M |
 | ORCL | 89K | $25.02M |
 | CSCO | 85K | $5.84M |
 | LYG | 77K | $348.13K |
 | JNJ | 77K | $14.20M |
 | HI | 73K | $1.98M |
 | DIS | 72K | $8.26M |
 | MRK | 70K | $5.89M |
 | AVGO | 65K | $21.47M |
 | C | 63K | $6.37M |
 | TSLA | 62K | $27.76M |
 | MVIS | 61K | $75.94K |
 | V | 60K | $20.48M |
 | DH | 60K | $243.32K |
 | SAN | 60K | $627.39K |
 | NMFC | 60K | $576.95K |
Verizon Communications Inc.
VZ
Shares Held
112K
Value
$4.92M
The Coca-Cola Company
KO
Shares Held
97K
Value
$6.46M
Enterprise Products Partners L.P.
EPD
Shares Held
93K
Value
$2.91M
Intel Corporation
INTC
Shares Held
90K
Value
$3.01M
The Procter & Gamble Company
PG
Shares Held
89K
Value
$13.72M
Oracle Corporation
ORCL
Shares Held
89K
Value
$25.02M
Cisco Systems, Inc.
CSCO
Shares Held
85K
Value
$5.84M
Lloyds Banking Group plc
LYG
Shares Held
77K
Value
$348.13K
Johnson & Johnson
JNJ
Shares Held
77K
Value
$14.20M
Hillenbrand, Inc.
HI
Shares Held
73K
Value
$1.98M
The Walt Disney Company
DIS
Shares Held
72K
Value
$8.26M
Merck & Co., Inc.
MRK
Shares Held
70K
Value
$5.89M
Broadcom Inc.
AVGO
Shares Held
65K
Value
$21.47M
Citigroup Inc.
C
Shares Held
63K
Value
$6.37M
Tesla, Inc.
TSLA
Shares Held
62K
Value
$27.76M
MicroVision, Inc.
MVIS
Shares Held
61K
Value
$75.94K
Visa Inc.
V
Shares Held
60K
Value
$20.48M
Definitive Healthcare Corp.
DH
Shares Held
60K
Value
$243.32K
Banco Santander, S.A.
SAN
Shares Held
60K
Value
$627.39K
New Mountain Finance Corporation
NMFC
Shares Held
60K
Value
$576.95K