Holdings
Valeo Financial Advisors, LLC
As of Sep 30, 2026, Valeo Financial Advisors, LLC reported 513 positions worth US$1.78B. Largest: Apple Inc, Prologis, Inc. and Eli Lilly And Company. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 511K | US$170M | −4,969 | Sep 30, 2026 |
| Prologis, Inc. | 1.24M | US$161M | −794 | Sep 30, 2026 |
| Eli Lilly And Company | 130K | US$151M | −38 | Sep 30, 2026 |
| Nvidia Corporation | 488K | US$111M | +1,734 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 304K | US$104M | +4,562 | Sep 30, 2026 |
| Microsoft Corp. | 182K | US$93.4M | +2,858 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 114K | US$63.5M | −16,395 | Sep 30, 2026 |
| Amazon.com, Inc. | 254K | US$63.2M | +2,117 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 113K | US$37.3M | −17,885 | Sep 30, 2026 |
| Meta Platforms, Inc. | 41,735 | US$30.3M | −4,421 | Sep 30, 2026 |