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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
PAYCPaycom Software Inc Com
Recent Activity
New Position
0.01%
$336,638
2,021 shares@ $166.58 avg price
STNGScorpio Tankers Inc Shs
Recent Activity
New Position
0.01%
$316,144
4,434 shares@ $71.3 avg price
JAAAJanus Detroit Street Trust Janus Henderson Aaa Clo Etf
Recent Activity
New Position
0.01%
$296,987
5,837 shares@ $50.89 avg price
NXGNxg Nextgen Infrastr Incm Fd Com
Recent Activity
New Position
0.01%
$293,962
7,041 shares@ $41.76 avg price
PFFIshares S&p U.s. Preferred Stock Etf
Recent Activity
New Position
0.01%
$290,029
8,728 shares@ $33.23 avg price
PAAPlains All American Pipeline Lp
Recent Activity
New Position
0.01%
$283,313
16,310 shares@ $17.38 avg price
XJRIshares Esg Screened S&p Small-cap Etf
Recent Activity
New Position
0.01%
$282,987
6,768 shares@ $41.82 avg price
MHOM I Homes Inc Com
Recent Activity
New Position
0.01%
$279,317
1,630 shares@ $171.37 avg price
ILMNIllumina Inc
Recent Activity
New Position
0.01%
$276,491
2,120 shares@ $130.43 avg price
WPMSilver Wheaton Corp
Recent Activity
New Position
0.01%
$270,157
4,423 shares@ $61.09 avg price