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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
VEAVanguard Ftse Developed Markets Etf
Recent Activity
Decreased -0.99%
0.81%
$28.107M
532,235 shares@ $52.81 avg price
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
Decreased -0.21%
0.63%
$21.982M
171,777 shares@ $127.97 avg price
IWMIshares Russell 2000 Etf
Recent Activity
Decreased -22.03%
0.57%
$19.996M
90,524 shares@ $220.9 avg price
JNJJohnson & Johnson Com
Recent Activity
Decreased -0.58%
0.4%
$13.852M
113,679 shares@ $121.85 avg price
ORCLOracle Corporation
Recent Activity
Decreased -0.03%
0.4%
$13.801M
80,989 shares@ $170.41 avg price
COSTCostco Wholesale Corp
Recent Activity
Decreased -3.68%
0.36%
$12.496M
14,096 shares@ $886.53 avg price
SPSMSpdr Portfolio S&p 600 Small Cap Etf
Recent Activity
Decreased -13.51%
0.36%
$12.305M
270,378 shares@ $45.52 avg price
WMTWalmart Inc Com
Recent Activity
Decreased -0.42%
0.33%
$11.561M
143,174 shares@ $80.76 avg price
HDHome Depot
Recent Activity
Decreased -7.08%
0.33%
$11.286M
27,852 shares@ $405.21 avg price
MBINMerchants Bancorp Ind Com
Recent Activity
Decreased -7.18%
0.29%
$9.825M
218,537 shares@ $44.96 avg price