VALEO FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SAP | 4K | $980.90K |
 | MAS | 4K | $256.46K |
 | ARE | 4K | $302.61K |
 | JD | 4K | $126.98K |
 | TD | 4K | $285.02K |
 | UNM | 4K | $275.73K |
 | TARS | 4K | $209.37K |
 | DOCU | 4K | $253.70K |
 | STT | 4K | $406.62K |
 | IBKR | 3K | $239.27K |
 | ELV | 3K | $1.12M |
 | SYF | 3K | $245.52K |
 | MSTR | 3K | $1.10M |
 | PFGC | 3K | $356.02K |
 | NXPI | 3K | $778.89K |
 | NRG | 3K | $549.20K |
 | BLK | 3K | $3.95M |
 | PSTG | 3K | $281.74K |
 | NOC | 3K | $2.03M |
 | DLTR | 3K | $304.63K |
SAP SE
SAP
Shares Held
4K
Value
$980.90K
Masco Corporation
MAS
Shares Held
4K
Value
$256.46K
Alexandria Real Estate Equities, Inc.
ARE
Shares Held
4K
Value
$302.61K
JD.com, Inc.
JD
Shares Held
4K
Value
$126.98K
The Toronto-Dominion Bank
TD
Shares Held
4K
Value
$285.02K
Unum Group
UNM
Shares Held
4K
Value
$275.73K
Tarsus Pharmaceuticals, Inc.
TARS
Shares Held
4K
Value
$209.37K
DocuSign, Inc.
DOCU
Shares Held
4K
Value
$253.70K
State Street Corporation
STT
Shares Held
4K
Value
$406.62K
Interactive Brokers Group, Inc.
IBKR
Shares Held
3K
Value
$239.27K
Elevance Health Inc.
ELV
Shares Held
3K
Value
$1.12M
Synchrony Financial
SYF
Shares Held
3K
Value
$245.52K
MicroStrategy Incorporated
MSTR
Shares Held
3K
Value
$1.10M
Performance Food Group Company
PFGC
Shares Held
3K
Value
$356.02K
NXP Semiconductors N.V.
NXPI
Shares Held
3K
Value
$778.89K
NRG Energy, Inc.
NRG
Shares Held
3K
Value
$549.20K
BlackRock, Inc.
BLK
Shares Held
3K
Value
$3.95M
Pure Storage, Inc.
PSTG
Shares Held
3K
Value
$281.74K
Northrop Grumman Corporation
NOC
Shares Held
3K
Value
$2.03M
Dollar Tree, Inc.
DLTR
Shares Held
3K
Value
$304.63K