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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
BLKBlackrock Inc
Recent Activity
Exited
0%
$2.542M
3,229 shares@ $787.35 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$1.493M
1,402 shares@ $1064.7 avg price
SMCISuper Micro Computer Inc Com
Recent Activity
Exited
0%
$1.381M
1,686 shares@ $819.35 avg price
USDProshares Ultra Semiconductors
Recent Activity
Exited
0%
$1.285M
9,240 shares@ $139.13 avg price
JNKSpdr High Yield Bond Etf
Recent Activity
Exited
0%
$1.134M
12,031 shares@ $94.27 avg price
ROMProshares Ultra Technology
Recent Activity
Exited
0%
$988,793
14,160 shares@ $69.84 avg price
CLMTCalumet Spclty Prdcts Prtnrs
Recent Activity
Exited
0%
$661,918
41,241 shares@ $16.05 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$570,130
3,790 shares@ $150.44 avg price
UTGReaves Util Income Fd Com Sh Ben Int
Recent Activity
Exited
0%
$557,837
20,419 shares@ $27.32 avg price
SMLPSummit Midstream Partners Lp Com Unit Ltd
Recent Activity
Exited
0%
$536,707
15,093 shares@ $35.56 avg price