test

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
FTECFidelity Msci Information Technology Index Etf
Recent Activity
Exited
0%
$532,998
3,107 shares@ $171.55 avg price
MARAMarathon Digital Holdings Inc Com
Recent Activity
Exited
0%
$496,250
25,000 shares@ $19.85 avg price
HUBSHubspot Inc Com
Recent Activity
Exited
0%
$487,756
827 shares@ $589.79 avg price
WSBCWesbanco Inc Com
Recent Activity
Exited
0%
$402,183
14,410 shares@ $27.91 avg price
WRKWestrock Co Com
Recent Activity
Exited
0%
$313,236
6,232 shares@ $50.27 avg price
PINSPinterest Inc Cl A
Recent Activity
Exited
0%
$262,833
5,964 shares@ $44.07 avg price
GDXMarket Vectors Gold Miners Index Etf
Recent Activity
Exited
0%
$257,680
7,594 shares@ $33.94 avg price
MOHMolina Healthcare Inc Com
Recent Activity
Exited
0%
$235,462
792 shares@ $297.31 avg price
TBILUs Treasury 3 Month Bill Etf
Recent Activity
Exited
0%
$230,092
4,600 shares@ $50.02 avg price
IDXXIdexx Labs Inc
Recent Activity
Exited
0%
$228,010
468 shares@ $487.21 avg price