The Analysis of Valeo Financial Advisors, LLC's Holdings
Currently, Valeo Financial Advisors, LLC holds 789 types of securities in its portfolio with a total value $4.4B. In the most recent quarter, they have increased their positions in JCPB (+254.4K shares, valued at $11.2M), VOO (+13.9K shares, valued at $8.5M), IVV (+11.8K shares, valued at $7.9M); decreased their positions in AAPL (-26.0M shares, valued at $6.6B), EQIX (-8.2M shares, valued at $6.4B), CAT (-7.3M shares, valued at $3.5B); initiated new positions in PULS (+43.5K shares, valued at $2.2M), JAAA (+35.1K shares, valued at $1.8M), GPC (+10.9K shares, valued at $1.5M).
Top Holding Treemap
Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
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