Valeo Financial Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Carmel, IN
CIK
0001722641
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 671 2,476,873 SPY, IJR, RSP, AAPL 13F-HR 1/29/2024 000172264124000001
Q3 2023 646 2,195,036 SPY, IJR, RSP, AAPL 13F-HR 10/19/2023 000172264123000007
Q2 2023 613 2,188,967 SPY, IJR, AAPL, RSP 13F-HR 7/14/2023 000172264123000006
Q1 2023 640 2,076,398 SPY, IJR, RSP, AAPL 13F-HR 4/17/2023 000172264123000004
Q4 2022 565 1,823,044 SPY, IJR, RSP, VCSH 13F-HR 2/9/2023 000172264123000003
Q3 2022 510 1,568,549 SPY, IJR, VCSH, RSP 13F-HR 10/31/2022 000172264122000004
Q2 2022 513 1,593,389 SPY, IJR, VCSH, RSP 13F-HR 8/3/2022 000172264122000003
Q1 2022 643 1,967,955 SPY, IJR, VCSH, AAPL 13F-HR 4/28/2022 000172264122000002
Q4 2021 598 1,847,961 SPY, IJR, VCSH, AAPL 13F-HR 1/7/2022 000172264122000001
Q3 2021 583 1,749,769 SPY, VCSH, IJR, AAPL 13F-HR 11/2/2021 000172264121000004
Q2 2021 517 1,648,357 SPY, IJR, VCSH, VWO 13F-HR 7/22/2021 000172264121000003
Q1 2021 2,120 2,161,881 SPY, IVV, AMZN, VCSH 13F-HR 4/12/2021 000172264121000002
Q4 2020 1,776 1,945,217 SPY, IVV, AMZN, VCSH 13F-HR 2/11/2021 000172264121000001
Q3 2020 1,680 1,143,590 SPY, VCSH, IJR, VWO 13F-HR 10/28/2020 000172264120000004
Q2 2020 2,148 1,098,503 SPY, VCSH, IJR, VWO 13F-HR 7/20/2020 000172264120000003
Q1 2020 1,889 940,501 SPY, VCSH, IJR, VWO 13F-HR 4/13/2020 000172264120000002
Q4 2019 1,710 1,030,165 SPY, IJR, VCSH, VWO 13F-HR 1/24/2020 000172264120000001
Q3 2019 1,624 905,454 SPY, VCSH, IJR, VWO 13F-HR 10/15/2019 000172264119000005
Q2 2019 1,609 873,276 SPY, IJR, VWO, VCSH 13F-HR 7/10/2019 000172264119000004
Q1 2019 1,601 822,999 SPY, VWO, IJR, VCSH 13F-HR 4/12/2019 000172264119000003
Q4 2018 1,623 713,066 SPY, VWO, VCSH, IJR 13F-HR 1/30/2019 000172264119000002
Q3 2018 1,871 740,419 SPY, VWO, VCSH, IJR 13F-HR 11/1/2018 000172264118000004
Q2 2018 1,677 713,795 SPY, VWO, VCSH, IJR 13F-HR 8/14/2018 000172264118000003
Q1 2018 1,600 623,452 SPY, VWO, VCSH, AAPL 13F-HR 4/12/2018 000172264118000002
Q4 2017 1,490 609,321 SPY, VWO, VCSH, AAPL 13F-HR 2/9/2018 000172264118000001
Q3 2017 1,252 441,716 SPY, VWO, VCSH, AAPL RESTATEMENT 11/15/2017 000172264117000002
Additional filings from Valeo Financial Advisors, LLC that have since been restated