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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
PEPPepsico Inc Com
Recent Activity
Decreased -7.93%
0.27%
$9.275M
81,926 shares@ $113.22 avg price
CATCaterpillar Inc Com
Recent Activity
Decreased -9.17%
0.26%
$8.808M
22,520 shares@ $391.13 avg price
UNHUnitedhealth Group
Recent Activity
Decreased -1.12%
0.25%
$8.708M
14,894 shares@ $584.66 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -7.59%
0.25%
$8.603M
14,717 shares@ $584.56 avg price
IWDIshares Russell 1000 Value Etf
Recent Activity
Decreased -21.16%
0.25%
$8.544M
45,016 shares@ $189.81 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -4.25%
0.24%
$8.295M
91,819 shares@ $90.34 avg price
RTXRtx Corporation Com
Recent Activity
Decreased -3.28%
0.22%
$7.602M
90,132 shares@ $84.35 avg price
MCDMcdonalds Corp Com
Recent Activity
Decreased -5.98%
0.21%
$7.149M
23,478 shares@ $304.52 avg price
EMXCIshares Msci Emerging Markets Ex China Etf
Recent Activity
Decreased -13.08%
0.2%
$6.989M
114,366 shares@ $61.11 avg price
DISDisney Walt Co Com
Recent Activity
Decreased -3.82%
0.2%
$6.908M
102,129 shares@ $67.64 avg price