Position in EW
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$375,047
+$82,115 QoQ
Shares Held
4,146
+13.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#831
of 1,313 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $9,979,556 across 10 Medical Devices names. EW ranks #8 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
26,907 | $2,441,541 | |
| 2 | SYK |
Stryker Corp
|
6,475 | $2,038,589 | |
| 3 | GKOS |
GLAUKOS Corp
|
9,892 | $1,382,505 | |
| 4 | MDT |
Medtronic plc
|
16,563 | $1,295,723 | |
| 5 | ZBH |
Zimmer Biomet Holdings, Inc.
|
11,176 | $962,141 | |
| 6 | BSX |
Boston Scientific Corp
|
10,535 | $449,633 | |
| 7 | ATEC |
Alphatec Holdings, Inc.
|
44,363 | $383,739 | |
| 8 | EW |
Edwards Lifesciences Corp
This page
|
4,146 | $375,047 |
All Filings in EW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,047 | 4,146 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $292,932 | 3,658 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $598,455 | 7,020 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $625,815 | 8,047 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $459,483 | 5,875 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $372,257 | 5,136 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $369,705 | 4,994 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $296,031 | 4,486 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $474,135 | 5,133 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $456,681 | 4,779 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $389,713 | 5,111 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $217,054 | 3,133 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $467,027 | 4,951 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $363,101 | 4,389 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $210,698 | 2,824 | Shares | Sole | 2023-02-09 | |
| 2021-03-31 | $81,047 | 969 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $88,401 | 969 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $80,937 | 1,014 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $108,640 | 1,572 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $99,591 | 528 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||