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Home > Institutional Investor > Valeo Financial Advisors, Llc > Profile

Instuitional Investor - Valeo Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Valeo Financial Advisors, Llc
Portfolio Value $3,594,756,110
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 967,462 $556,564,744 15.48%
2.
Ishares Trust
 IEF 2,131,099 $232,173,028 6.45%
3.
Ishares Trust
 IEF 3,139,386 $195,615,112 5.44%
4.
Apple Inc.
 AAPL 738,227 $148,887,131 4.14%
5.
Ishares Core Msci Emerging Mkts - ETF
 2,717,734 $141,920,054 3.94%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)