test

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
SPYSpdr S&p 500 Etf
Recent Activity
Increased 0.07%
15.74%
$552.119M
980,128 shares@ $563.32 avg price
IJRIshares S&p Smallcap 600 Etf
Recent Activity
Increased 5.26%
6.49%
$227.545M
2.093M shares@ $108.7 avg price
IJHIshares Core S&p Mid Cap Etf
Recent Activity
Increased 107.48%
4.69%
$164.331M
2.857M shares@ $57.53 avg price
IEMGIshares Core Msci Emerging Mkts
Recent Activity
Decreased -1.63%
4.39%
$153.853M
2.68M shares@ $57.42 avg price
AAPLApple Inc
Recent Activity
Decreased -1.32%
4.06%
$142.148M
653,988 shares@ $217.36 avg price
PLDPrologis Share Beneficial Int
Recent Activity
Increased 0.03%
3.64%
$127.484M
1.01M shares@ $126.28 avg price
RSPInvesco S&p 500 Equal Weight Etf
Recent Activity
Decreased -7.06%
3.53%
$123.746M
690,703 shares@ $179.16 avg price
IVVIshares S&p 500 Index
Recent Activity
Increased 2.7%
3.01%
$105.47M
182,848 shares@ $576.82 avg price
LLYEli Lilly & Co Com
Recent Activity
Increased 1.16%
2.88%
$100.864M
113,850 shares@ $885.94 avg price
VCSHVanguard Short Term Corp Bond Fd Etf
Recent Activity
Decreased -0.64%
2.44%
$85.603M
1.423M shares@ $60.15 avg price