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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 $4,155,124,108
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 943,899 $583,187,400 14.03%
2.
Ishares Trust
 IEF 2,265,854 $245,393,109 5.9%
3.
Ishares Trust
 IEF 3,629,957 $224,848,565 5.41%
4.
Ishares Core Msci Emerging Mkts - ETF
 2,902,229 $174,220,804 4.19%
5.
Apple Inc.
 AAPL 26,589,956 $147,924,639 3.56%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)