Valeo Financial Advisors, LLC
CIK Number: 0001722641
3.51B
Market Value
663
# of Holdings
13 months
Avg. Holding Period
67.87%
Win Rate
42.28%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 Et... | 581.65 | +0.04% | 974.43K | -0.52% | 548.87M | 353.32 | 15.64% | |
| 2 | Ishares S&P Sma... | 115.11 | +1.38% | 2.09M | +5.26% | 227.54M | 89.27 | 6.49% | |
| 3 | Ishares Core S&... | 63.09 | +1.15% | 2.86M | +107.47% | 164.33M | 59.91 | 4.68% | |
| 4 | Ishares Core Ms... | 51.38 | +1.08% | 2.68M | -1.64% | 153.85M | 51.64 | 4.38% | |
| 5 | Apple Inc | 233.05 | -0.58% | 653.99K | -1.33% | 142.15M | 130.33 | 4.05% |
Trade Smarter, Not Harder
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
- Unlimited access to all data and tools
- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
- Realtime Options Data
- Instant access to live options data to spot opportunities and trade with precision before the market moves.
- Top Wallstreet Analyst Ratings
- Follow ratings from the best analysts on Wall Street to stay ahead.
- Up to 30 years financial history
- We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.