VALEO FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SCHW | 37K | $3.50M |
 | KMI | 36K | $1.03M |
 | OBDC | 36K | $455.10K |
 | SOFI | 35K | $933.19K |
 | AES | 35K | $463.08K |
 | GABC | 35K | $1.37M |
 | CRM | 34K | $8.02M |
 | MDLZ | 34K | $2.11M |
 | ABT | 34K | $4.50M |
 | SBUX | 33K | $2.83M |
 | GIS | 32K | $1.62M |
 | CMCSA | 32K | $999.47K |
 | KVUE | 32K | $512.28K |
 | TSM | 31K | $8.72M |
 | CVS | 31K | $2.35M |
 | BMY | 31K | $1.39M |
 | NKE | 30K | $2.11M |
 | UP | 30K | $55.20K |
 | PANW | 30K | $6.07M |
 | GT | 29K | $217.00K |
The Charles Schwab Corporation
SCHW
Shares Held
37K
Value
$3.50M
Kinder Morgan, Inc.
KMI
Shares Held
36K
Value
$1.03M
Blue Owl Capital Corporation
OBDC
Shares Held
36K
Value
$455.10K
SoFi Technologies, Inc.
SOFI
Shares Held
35K
Value
$933.19K
The AES Corporation
AES
Shares Held
35K
Value
$463.08K
German American Bancorp, Inc.
GABC
Shares Held
35K
Value
$1.37M
Salesforce, Inc.
CRM
Shares Held
34K
Value
$8.02M
Mondelez International, Inc.
MDLZ
Shares Held
34K
Value
$2.11M
Abbott Laboratories
ABT
Shares Held
34K
Value
$4.50M
Starbucks Corporation
SBUX
Shares Held
33K
Value
$2.83M
General Mills, Inc.
GIS
Shares Held
32K
Value
$1.62M
Comcast Corporation
CMCSA
Shares Held
32K
Value
$999.47K
Kenvue Inc.
KVUE
Shares Held
32K
Value
$512.28K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
31K
Value
$8.72M
CVS Health Corporation
CVS
Shares Held
31K
Value
$2.35M
Bristol-Myers Squibb Company
BMY
Shares Held
31K
Value
$1.39M
NIKE, Inc.
NKE
Shares Held
30K
Value
$2.11M
Wheels Up Experience Inc.
UP
Shares Held
30K
Value
$55.20K
Palo Alto Networks, Inc.
PANW
Shares Held
30K
Value
$6.07M
The Goodyear Tire & Rubber Company
GT
Shares Held
29K
Value
$217.00K