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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
EMNEastman Chemical Co
Recent Activity
Exited
0%
$220,019
2,246 shares@ $97.97 avg price
BLDRBuilders Firstsource Inc Com
Recent Activity
Exited
0%
$216,888
1,567 shares@ $138.41 avg price
RWOSpdr Dj Global Real Estate Etf
Recent Activity
Exited
0%
$216,247
5,207 shares@ $41.54 avg price
NVTNvent Electric Plc Shs
Recent Activity
Exited
0%
$214,278
2,797 shares@ $76.61 avg price
APAApa Corporation Com
Recent Activity
Exited
0%
$212,880
7,231 shares@ $29.44 avg price
MGMMgm Resorts International
Recent Activity
Exited
0%
$209,760
4,720 shares@ $44.45 avg price
WYNNWynn Resorts Ltd
Recent Activity
Exited
0%
$204,858
2,289 shares@ $89.5 avg price
BCEBce Inc Com New
Recent Activity
Exited
0%
$204,158
6,307 shares@ $32.38 avg price
PSLVSprott Physical Silver
Recent Activity
Exited
0%
$148,950
15,000 shares@ $9.93 avg price
HEHawaiian Elec Industries Com
Recent Activity
Exited
0%
$112,750
12,500 shares@ $9.02 avg price