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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
JPMJpmorgan Chase & Co. Com
Recent Activity
Decreased -0.74%
0.89%
$30.966M
171,249 shares@ $180.83 avg price
VEAVanguard Ftse Developed Markets Etf
Recent Activity
Decreased -0.99%
0.81%
$28.107M
532,235 shares@ $52.81 avg price
METAMeta Platforms Inc Cl A
Recent Activity
Increased 2.13%
0.68%
$23.709M
80,816 shares@ $293.38 avg price
QQQPowershares Qqq Tr
Recent Activity
Increased 4.86%
0.67%
$23.193M
47,520 shares@ $488.08 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
HEFAIshares Currency Hedged Msci Eafe Etf
Recent Activity
Increased 0.29%
0.5%
$17.34M
489,540 shares@ $35.43 avg price
JCPBJpmorgan Core Plus Bond Etf
Recent Activity
New Position
0.5%
$17.332M
359,285 shares@ $48.25 avg price
VVisa Inc
Recent Activity
Increased 1.09%
0.49%
$17.07M
62,083 shares@ $274.96 avg price
TSLATesla Motors Inc
Recent Activity
Increased 1.49%
0.45%
$15.775M
60,296 shares@ $261.63 avg price