Valeo Financial Advisors, LLC
CIK
1722641
City
CARMEL
State / Country
IN
Top Portfolio Positions
502 positions ·
$2,135,592,228 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
924,509 | $601,245,183 | 28.15% | |
| PLD |
Prologis, Inc.
Real Estate
|
1,238,632 | $163,722,377 | 7.67% | |
| AAPL |
Apple Inc.
Technology
|
527,586 | $133,896,050 | 6.27% | |
| LLY |
ELI LILLY & Co
Healthcare
|
131,645 | $121,083,121 | 5.67% | |
| NVDA |
Nvidia Corp
Technology
|
481,797 | $84,025,396 | 3.93% | |
| MSFT |
Microsoft Corp
Technology
|
176,773 | $65,436,061 | 3.06% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
112,888 | $54,095,929 | 2.53% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
254,586 | $53,022,626 | 2.48% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
182,555 | $52,495,515 | 2.46% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
131,299 | $38,622,913 | 1.81% |
Portfolio Trend
25 quarters · across all stocks
Holdings in MSD
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $407,546 | 58,055 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $429,026 | 58,055 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $402,070 | 54,555 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $535,889 | 69,326 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $434,740 | 54,005 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $367,136 | 47,680 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $240,857 | 30,373 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $99,090 | 13,500 | Shares | Sole | 2024-07-10 | |
| No 13F history on record for this holder in this stock. | ||||||