Valeo Financial Advisors LLC

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Berkshire Hathaway Inc
BRK.B
$48.75M20.76298,246+2.97%+$1.41M0.23
Merchants Bancorp
MBIN
$9.63M0.51235,326-8.37%-$880,004.650.05
The Procter & Gamble Company
PG
$15.72B0.051.17M+1,181.81%+$14.49B73.2
Eli Lilly and Company
LLY
$80.62M0.01110,113+5.39%+$4.12M0.38
The Walt Disney Company
DIS
$8.79M0.01107,565-7.55%-$718,624.480.04
Diageo plc
DEO
$1.22B0.0134,636-0.38%-$4.66M5.7
JPMorgan Chase & Co.
JPM
$28.93M0.01174,232-5.61%-$1.72M0.14
PepsiCo, Inc.
PEP
$10.95M0.0189,164+7.64%+$777,359.330.05
AbbVie Inc.
ABBV
$7.73M0.0180,732+2.56%+$192,632.050.04
Apple Inc.
AAPL
$106.16M<0.01671,920+5.62%+$5.65M0.49
Merck & Co., Inc.
MRK
$9.59M<0.0194,275-0.83%-$79,820.410.05
Caterpillar Inc.
CAT
$7.57M<0.0120,824+2.43%+$179,579.890.04
Johnson & Johnson
JNJ
$11.87M<0.01108,129-10.27%-$1.36M0.06
Microsoft Corporation
MSFT
$79.7M<0.01225,456+2.85%+$2.21M0.37
Visa Inc.
V
$16.71M<0.0160,750+1.73%+$284,365.030.08
Meta Platforms, Inc.
META
$17.64M<0.0175,124+2.61%+$448,643.370.08
Chevron Corporation
CVX
$8.07M<0.0149,332+2.15%+$170,109.760.04
Costco Wholesale Corporation
COST
$10.68M<0.0114,749+5.16%+$524,065.350.05
The Home Depot, Inc.
HD
$9.97M<0.0129,930-0.03%-$2,998.020.05
Amazon.com, Inc.
AMZN
$50.07M<0.01298,902+6.43%+$3.02M0.23
Oracle Corporation
ORCL
$9.16M<0.0179,450+3.04%+$270,356.720.04
NVIDIA Corporation
NVDA
$43.22M<0.0154,234+13.12%+$5.01M0.2
Tesla, Inc.
TSLA
$9.3M<0.0157,738+2.38%+$215,960.360.04
Exxon Mobil Corporation
XOM
$10.63M<0.0187,785-1.86%-$201,305.610.05
Mastercard Incorporated
MA
$10.63M<0.0122,987+2.22%+$231,250.550.05
Walmart Inc.
WMT
$8.58M<0.01143,389+215.94%+$5.87M0.04
Alphabet Inc.
GOOGL
$33.61M<0.01246,032+2.79%+$911,893.200.16
Berkshire Hathaway Inc
BRK.A
$8.59M<0.01140%+$00.04
Alphabet Inc.
GOOG
$21.41M<0.01173,176+2.56%+$534,046.330.1
iShares Russell 1000 Growth ETF
IWF
$10.39M<0.0132,053-1.37%-$143,894.320.05
Vanguard Developed Markets Index Fund
VEA
$25.27M<0.01518,587+2.36%+$581,609.430.12
iShares MSCI Emerging Markets ex China ETF
EMXC
$8.34M<0.01148,966+6.91%+$538,986.380.04
iShares Russell 1000 Value ETF
IWD
$9.93M<0.0157,170+0.46%+$44,967.770.05
Vanguard Short-Term Corporate Bond Index Fund
VCSH
$83.31M<0.011.43M-0.1%-$85,707.700.39
iShares MSCI EAFE ETF
EFA
$55.56M<0.01715,024+4.11%+$2.19M0.26
iShares Core S&P 500 ETF
IVV
$91.23M<0.01179,601+3.29%+$2.91M0.43
iShares Core S&P Small-Cap ETF
IJR
$189.03M<0.011.91M+7.57%+$13.31M0.88
iShares Core MSCI Emerging Markets ETF
IEMG
$132.67M<0.012.64M+2,285.95%+$127.11M0.62
SPDR S&P 500 ETF Trust
SPY
$486.94M<0.01993,539+5.01%+$23.22M2.27
iShares Core MSCI EAFE ETF
IEFA
$30.49M<0.01422,498+6.41%+$1.84M0.14
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.79M<0.01311,131-1.02%-$131,678.600.06
iShares Currency Hedged MSCI EAFE ETF
HEFA
$10.27M<0.01297,974-0.63%-$64,593.750.05
Invesco S&P 500 Equal Weight ETF
RSP
$126.92M<0.01780,127-0.05%-$63,611.360.59
Vanguard Emerging Markets Stock Index Fund
VWO
$34.9M<0.01836,621-7.06%-$2.65M0.16
iShares Core High Dividend ETF
HDV
$1.77B<0.01169,679+7.74%+$127.05M8.24
Invesco QQQ Trust
QQQ
$19.1M<0.0144,783+3.66%+$674,309.720.09
Vanguard Total Stock Market Index Fund
VTI
$7.66M<0.0130,552+10.79%+$745,924.090.04
Vanguard 500 Index Fund
VOO
$20.1M<0.0143,273+4.25%+$820,317.220.09
iShares Russell 2000 ETF
IWM
$23.26M<0.01117,678-5.61%-$1.38M0.11
Vanguard Intermediate-Term Treasury Index Fund
VGIT
$66.36M<0.011.16M+7.8%+$4.8M0.31