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Connor Skelly

@Valeo Financial Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$3.509BTotal holdings691
Assets growth rate9.65%Assets growth rate (2-Q avg)12.17%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Valeo Financial Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 691 positions.

Assets under management

The assets under management (AUM) of Valeo Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.509B in assets, with a quarterly growth rate of 9.65% and a 2-quarter average growth rate of 12.17%. The portfolio is managed by Connor Skelly, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JCPBJpmorgan Core Plus Bond Etf
Recent Activity
New Position
0.5%
$17.332M
359,285 shares@ $48.25 avg price
FBNDFidelity Total Bond Etf
Recent Activity
New Position
0.3%
$10.418M
222,883 shares@ $46.75 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.1%
$3.292M
3,467 shares@ $949.64 avg price
MSTRMicrostrategy Inc Cl A New
Recent Activity
New Position
0.07%
$2.114M
12,540 shares@ $168.6 avg price
USHYIshares Broad Usd High Yield Corporate Bond Etf
Recent Activity
New Position
0.04%
$1.224M
32,500 shares@ $37.65 avg price
AVUVAvantis U.s. Small Cap Value Etf
Recent Activity
New Position
0.04%
$1.086M
11,323 shares@ $95.96 avg price
SMCISuper Micro Computer Inc Com New
Recent Activity
New Position
0.03%
$716,624
1,721 shares@ $416.4 avg price
CLMTCalumet Spclty Prdcts Prtnrs
Recent Activity
New Position
0.03%
$706,403
39,641 shares@ $17.83 avg price
CPRIMichael Kors Holdings Ltd
Recent Activity
New Position
0.02%
$576,499
13,584 shares@ $42.44 avg price
TELTe Connectivity Ltd
Recent Activity
New Position
0.02%
$567,420
3,758 shares@ $150.99 avg price