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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
SMCSummit Midstream Corporation Com
Recent Activity
New Position
0.02%
$528,708
15,093 shares@ $35.04 avg price
TPLTexas Pacific Land Corporation Com
Recent Activity
New Position
0.02%
$468,027
529 shares@ $884.74 avg price
GPNGlobal Payments Inc
Recent Activity
New Position
0.02%
$463,982
4,530 shares@ $102.43 avg price
WMSAdvanced Drain Sys Inc Del Com
Recent Activity
New Position
0.02%
$413,802
2,633 shares@ $157.16 avg price
VCELVericel Corp Com
Recent Activity
New Position
0.02%
$386,545
9,149 shares@ $42.25 avg price
IYFIshares U.s. Financials Etf
Recent Activity
New Position
0.02%
$385,928
3,714 shares@ $103.92 avg price
ZIMZim Integrated Shipping Serv Shs
Recent Activity
New Position
0.02%
$384,900
15,000 shares@ $25.66 avg price
ETHEGrayscale Ethereum Trust (eth)
Recent Activity
New Position
0.02%
$374,363
17,102 shares@ $21.9 avg price
TDVProshares S&p Technology Dividend Aristocrats Etf
Recent Activity
New Position
0.01%
$347,586
4,510 shares@ $77.08 avg price
HUBBHubbell Inc Com
Recent Activity
New Position
0.01%
$340,967
796 shares@ $428.36 avg price