• 13F History

Valeo Financial Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 30, 2025
Value $
$3.41B
Signature - Title
Connor Skelly - Chief Compliance Officer
Location
Carmel, IN
Summary
This page shows a list of all the recent 13F filings made by Valeo Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Valeo Financial Advisors, LLC reported 690 stock holdings with total value $3.41B as of Q4 2024. Top holdings included SPY, IJR, IJH, AAPL, and IEMG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 690 $3.41B +$230M -$64.9M +$165M SPY, IJR, IJH, AAPL, IEMG 13F-HR 1/30/2025, 10:50 AM
Q3 2024 691 $3.2B +$213M -$73.2M +$140M SPY, IJR, IJH, IEMG, AAPL 13F-HR 10/10/2024, 10:18 AM
Q2 2024 658 $3.07B +$234M -$56.4M +$178M SPY, IJR, IEMG, AAPL, RSP 13F-HR 7/10/2024, 03:06 PM
Q1 2024 609 $2.51B +$255M -$35.5M +$219M SPY, IJR, IEMG, RSP, AAPL Restatement 4/25/2024, 10:50 AM
Q4 2023 609 $2.22B +$89.5M -$190M -$101M SPY, IJR, RSP, AAPL, IVV 13F-HR 1/29/2024, 09:36 AM
Q3 2023 592 $1.56B +$122M -$30.9M +$91.5M IJR, RSP, AAPL, IVV, MSFT 13F-HR 10/19/2023, 08:25 PM
Q2 2023 563 $1.93B +$78.4M -$115M -$36.4M SPY, IJR, AAPL, RSP, IVV 13F-HR 7/14/2023, 10:51 AM
Q1 2023 576 $1.8B +$218M -$40.3M +$178M SPY, IJR, RSP, AAPL, IVV 13F-HR 4/17/2023, 11:41 AM
Q4 2022 512 $1.58B +$182M -$31.6M +$150M SPY, IJR, RSP, AAPL, IVV 13F-HR 2/9/2023, 09:05 AM
Q3 2022 475 $1.31B +$142M -$54.3M +$87.6M SPY, IJR, RSP, AAPL, IVV 13F-HR 10/31/2022, 10:06 AM
Q2 2022 486 $1.36B +$73.8M -$106M -$32.7M SPY, IJR, RSP, AAPL, IVV 13F-HR 8/3/2022, 09:13 AM
Q1 2022 586 $1.78B +$251M -$21.1M +$230M SPY, IJR, VCSH, AAPL, RSP 13F-HR 4/28/2022, 07:49 AM
Q4 2021 570 $1.7B +$79.6M -$89.3M -$9.66M SPY, IJR, VCSH, AAPL, RSP 13F-HR 1/7/2022, 10:34 AM
Q3 2021 512 $1.58B +$130M -$43.5M +$86.5M SPY, VCSH, IJR, AAPL, VWO 13F-HR 11/2/2021, 10:45 AM
Q2 2021 438 $1.5B +$66M -$686M -$620M SPY, IJR, VCSH, VWO, AAPL 13F-HR 7/22/2021, 08:27 AM
Q1 2021 1,847 $1.99B +$87.5M -$23.3M +$64.3M SPY, IVV, AMZN, VCSH, IJR 13F-HR 4/12/2021, 08:12 AM
Q4 2020 1,528 $1.36B +$456M -$30.2M +$426M SPY, IVV, IJR, VWO, IWD 13F-HR 2/11/2021, 08:41 AM
Q3 2020 1,489 $1.14B +$96.5M -$111M -$14.1M SPY, VCSH, IJR, VWO, AAPL 13F-HR 10/28/2020, 08:25 AM
Q2 2020 1,872 $1.09B +$94.7M -$28.5M +$66.2M SPY, VCSH, IJR, VWO, AAPL 13F-HR 7/20/2020, 07:32 AM
Q1 2020 1,497 $924M +$105M -$29M +$75.8M SPY, VCSH, IJR, VWO, IVV 13F-HR 4/13/2020, 11:01 AM
Q4 2019 1,543 $1.02B +$65.8M -$12M +$53.8M SPY, IJR, VCSH, VWO, AAPL 13F-HR 1/24/2020, 08:07 AM
Q3 2019 1,456 $899M +$66.3M -$27.3M +$39M SPY, VCSH, IJR, VWO, AAPL 13F-HR 10/15/2019, 10:33 AM
Q2 2019 1,480 $873M +$55.2M -$15.5M +$39.6M SPY, IJR, VWO, VCSH, AAPL 13F-HR 7/10/2019, 10:04 AM
Q1 2019 1,458 $823M +$64.6M -$27.9M +$36.8M SPY, VWO, IJR, VCSH, AAPL 13F-HR 4/12/2019, 09:55 AM
Q4 2018 1,382 $713M +$46.8M -$25.1M +$21.6M SPY, VWO, VCSH, IJR, AAPL 13F-HR 1/30/2019, 01:38 PM
Q3 2018 1,446 $715M +$70.2M -$16.9M +$53.3M SPY, VWO, VCSH, IJR, AAPL 13F-HR 11/1/2018, 08:45 AM
Q2 2018 1,401 $706M +$104M -$31.8M +$71.7M SPY, VWO, VCSH, IJR, AAPL 13F-HR 8/14/2018, 09:36 AM
Q1 2018 1,435 $623M +$53.8M -$23.8M +$29.9M SPY, VWO, VCSH, AAPL, VXUS 13F-HR 4/12/2018, 01:33 PM
Q4 2017 1,286 $609M +$165M -$5.76M +$159M SPY, VWO, VCSH, AAPL, IVV 13F-HR 2/9/2018, 12:18 PM
Q3 2017 1,103 $441M SPY, VWO, VCSH, AAPL, JPM Restatement 11/15/2017, 08:39 AM