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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
AVGOBroadcom Inc Com
Recent Activity
Increased 708.34%
0.28%
$9.803M
56,826 shares@ $172.51 avg price
VUGVanguard Growth Etf
Recent Activity
Increased 3.16%
0.28%
$9.593M
24,987 shares@ $383.94 avg price
VTIVanguard Total Stock Market Etf
Recent Activity
Increased 2.27%
0.27%
$9.256M
32,688 shares@ $283.16 avg price
ABBVAbbvie Inc Com
Recent Activity
Increased 0.55%
0.26%
$9.037M
80,490 shares@ $112.28 avg price
CRMSalesforce Com
Recent Activity
Increased 2.19%
0.26%
$9.025M
79,256 shares@ $113.87 avg price
VTEBVanguard Tax-exempt Bond Etf
Recent Activity
Increased 171.94%
0.23%
$7.807M
152,710 shares@ $51.13 avg price
BACBank America Corp Com
Recent Activity
Increased 0.56%
0.22%
$7.685M
230,640 shares@ $33.33 avg price
VTVVanguard Value Etf
Recent Activity
Increased 5.19%
0.22%
$7.629M
43,699 shares@ $174.58 avg price
PFEPfizer Inc Com
Recent Activity
Increased 0.27%
0.17%
$5.62M
217,790 shares@ $25.81 avg price
NFLXNetflix Com Inc
Recent Activity
Increased 2.47%
0.16%
$5.362M
7,560 shares@ $709.3 avg price