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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
PGProcter And Gamble Co Com
Recent Activity
Increased 1.52%
0.44%
$15.132M
87,368 shares@ $173.21 avg price
JNJJohnson & Johnson Com
Recent Activity
Decreased -0.58%
0.4%
$13.852M
113,679 shares@ $121.85 avg price
ORCLOracle Corporation
Recent Activity
Decreased -0.03%
0.4%
$13.801M
80,989 shares@ $170.41 avg price
XOMExxon Mobil Corp Com
Recent Activity
Increased 3.43%
0.38%
$13.23M
112,869 shares@ $117.22 avg price
COSTCostco Wholesale Corp
Recent Activity
Decreased -3.68%
0.36%
$12.496M
14,096 shares@ $886.53 avg price
SPSMSpdr Portfolio S&p 600 Small Cap Etf
Recent Activity
Decreased -13.51%
0.36%
$12.305M
270,378 shares@ $45.52 avg price
IWFIshares Russell 1000 Growth Etf
Recent Activity
Increased 0.67%
0.35%
$12.165M
32,408 shares@ $375.39 avg price
MAMastercard Inc
Recent Activity
Increased 1.94%
0.34%
$11.833M
23,964 shares@ $493.81 avg price
WMTWalmart Inc Com
Recent Activity
Decreased -0.42%
0.33%
$11.561M
143,174 shares@ $80.76 avg price
HDHome Depot
Recent Activity
Decreased -7.08%
0.33%
$11.286M
27,852 shares@ $405.21 avg price