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