VALEO FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RTX | 59K | $9.95M |
 | PEP | 59K | $8.31M |
 | WFC | 55K | $4.59M |
 | ABBV | 52K | $12.15M |
 | CVX | 50K | $7.84M |
 | MUFG | 50K | $793.27K |
 | UBER | 49K | $4.78M |
 | META | 49K | $35.76M |
 | PLTR | 48K | $8.82M |
 | MFG | 47K | $317.20K |
 | EXPI | 43K | $462.59K |
 | MO | 42K | $2.76M |
 | ATEC | 41K | $600.45K |
 | PM | 41K | $6.64M |
 | CSX | 40K | $1.42M |
 | HBAN | 40K | $684.31K |
 | WU | 39K | $308.87K |
 | CLMT | 39K | $704.69K |
 | NEE | 37K | $2.80M |
 | KEY | 37K | $687.83K |
RTX Corporation
RTX
Shares Held
59K
Value
$9.95M
PepsiCo, Inc.
PEP
Shares Held
59K
Value
$8.31M
Wells Fargo & Company
WFC
Shares Held
55K
Value
$4.59M
AbbVie Inc.
ABBV
Shares Held
52K
Value
$12.15M
Chevron Corporation
CVX
Shares Held
50K
Value
$7.84M
Mitsubishi UFJ Financial Group, Inc.
MUFG
Shares Held
50K
Value
$793.27K
Uber Technologies, Inc.
UBER
Shares Held
49K
Value
$4.78M
Meta Platforms, Inc.
META
Shares Held
49K
Value
$35.76M
Palantir Technologies Inc.
PLTR
Shares Held
48K
Value
$8.82M
Mizuho Financial Group, Inc.
MFG
Shares Held
47K
Value
$317.20K
eXp World Holdings, Inc.
EXPI
Shares Held
43K
Value
$462.59K
Altria Group, Inc.
MO
Shares Held
42K
Value
$2.76M
Alphatec Holdings, Inc.
ATEC
Shares Held
41K
Value
$600.45K
Philip Morris International Inc.
PM
Shares Held
41K
Value
$6.64M
CSX Corporation
CSX
Shares Held
40K
Value
$1.42M
Huntington Bancshares Incorporated
HBAN
Shares Held
40K
Value
$684.31K
The Western Union Company
WU
Shares Held
39K
Value
$308.87K
Calumet, Inc.
CLMT
Shares Held
39K
Value
$704.69K
NextEra Energy, Inc.
NEE
Shares Held
37K
Value
$2.80M
KeyCorp
KEY
Shares Held
37K
Value
$687.83K