Valeo Financial Advisors, LLC
Holdings in EXPI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $264,938 | 29,275 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $462,590 | 43,395 | Shares | Sole | 2025-11-03 |
| 2025-06-30 | $522,494 | 57,417 | Shares | Sole | 2025-09-12 |
| 2025-03-31 | $524,677 | 53,648 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $647,552 | 56,260 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $802,002 | 56,920 | Shares | Sole | 2024-10-10 |
| 2024-06-30 | $642,342 | 56,920 | Shares | Sole | 2024-07-10 |
| 2024-03-31 | $587,983 | 56,920 | Shares | Sole | 2024-04-25 |
| 2023-12-31 | $869,197 | 56,005 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $917,413 | 56,491 | Shares | Sole | 2023-10-20 |
| 2023-06-30 | $1,161,841 | 57,290 | Shares | Sole | 2023-07-14 |
| 2023-03-31 | $924,491 | 72,852 | Shares | Sole | 2023-04-17 |
| 2022-12-31 | $656,345 | 59,237 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $762,223 | 67,995 | Shares | Sole | 2022-10-31 |
| 2022-06-30 | $753,138 | 63,988 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $1,418,114 | 66,987 | Shares | Sole | 2022-04-28 |
| 2021-12-31 | $2,140,831 | 63,545 | Shares | Sole | 2022-01-07 |
| 2021-09-30 | $2,574,908 | 64,745 | Shares | Sole | 2021-11-02 |
| 2021-06-30 | $2,395,675 | 61,792 | Shares | Sole | 2021-07-22 |
| 2021-03-31 | $2,810,981 | 61,712 | Shares | Sole | 2021-04-12 |
| 2020-12-31 | $1,195,114 | 37,868 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $758,876 | 37,624 | Shares | Sole | 2020-10-28 |
| 2020-06-30 | $265,383 | 31,130 | Shares | Sole | 2020-07-20 |
| 2020-03-31 | $262,957 | 62,165 | Shares | Sole | 2020-04-13 |