IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Valeo Financial Advisors, LLC

Q1 2018 Holdings

Filed 2018-04-12 | 1600 holdings | $7.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Technology Select Sector Spdr(XLK)ETF81369Y803$72511,0760.0%
Bank New York Mellon Corp COM(BK)Stock064058100$73714,2940.0%
Ishares TR Russell Midcap Index FD(IWR)ETF464287499$7383,5730.0%
Medtronic PLC SHS(MDT)StockG5960L103$7449,2690.0%
Kraft Heinz Co COM(KHC)Stock500754106$74812,0160.0%
Norfolk Southern CRP(NSC)Stock655844108$7625,6140.0%
Anthem Inc COM(ELV)Stock036752103$7753,5290.0%
Schlumberger LTD COM(SLB)Stock806857108$78612,1380.0%
Guggenheim ETF Trust S&P 500 Equal WeightETF739371813$8048,0790.0%
Raytheon Co COM New(RTN1USD)Stock755111507$8133,7680.0%
Ishares Core Msci Eafe(IEFA)ETF46432F842$81312,3450.0%
Financial Select Sector Spdr(XLF)ETF81369Y605$82129,7690.0%
Jacobs Engr Group Inc del COM(JECUSD)Stock469814107$82313,9200.0%
Horizon Bancorp IND COM(HBNC)Stock440407104$83127,6780.0%
Vectren CorpStock92240G101$86713,5700.0%
Wynn Resorts LTD(WYNN)Stock983134107$8814,8330.0%
Dowdupont Inc COMStock26078J100$88213,8510.0%
Goldman Sachs Group Inc(GS)Stock38141G104$9003,5740.0%
Unitedhealth Group(UNH)Stock91324P102$9284,3370.0%
Ishares S&P 500 Value ETF(IVE)ETF464287408$9518,7020.0%
Abbott Labs COM(ABT)Stock002824100$99116,5460.0%
Washington Prime Group IncREIT93964W108$998149,6190.0%
Honeywell Intl Inc(HON)Stock438516106$1.0K7,1470.0%
BlackRock Inc(BLKCHF)Stock09247X101$1.0K1,9110.0%
Paypal Hldgs Inc COM(PYPL)Stock70450Y103$1.0K13,7630.0%
Walmart Inc COM(WMT)Stock931142103$1.1K12,4760.0%
Coca Cola Co COM(KO)Stock191216100$1.1K25,6450.0%
Wisdomtree U.S. Largecap Dividend Fund(DLN)ETF97717W307$1.1K12,6760.0%
Deere & Co COM(DE)Stock244199105$1.1K7,2800.0%
Royal Dutch Shell PLC(RDS/A)ADR780259206$1.1K17,8550.0%
Ishares Russell 2000 Growth Index(IWO)ETF464287648$1.1K5,9960.0%
Union PAC Corp COM(UNP)Stock907818108$1.2K8,5880.0%
Ishares Core S&P Mid Cap ETF(IJH)ETF464287507$1.2K6,3030.0%
CVS Health Corp COM(CVS)Stock126650100$1.2K19,0260.0%
Merck & Co Inc(MRK)Stock58933Y105$1.2K22,4310.0%
American Intl Group Inc COM New(AIG)Stock026874784$1.2K22,9540.0%
Monsanto CoStock61166W101$1.3K11,1230.0%
Ishares Core Msci Emerging Mkts(IEMG)ETF46434G103$1.3K22,4530.0%
Ishares Russell 2000 Value(IWN)ETF464287630$1.3K10,9140.0%
Bristol Myers Squibb Co COM(BMY)Stock110122108$1.4K21,8060.0%
CBS Corp CL BStock124857202$1.4K26,8330.0%
United Technologies Corp COM(UTXZ)Stock913017109$1.4K11,0670.0%
First Merchants Corp(FRME)Stock320817109$1.4K33,4000.0%
Boeing Co COM(BA)Stock097023105$1.4K4,2630.0%
Duke Realty Corp(DREUSD)REIT264411505$1.4K53,7710.0%
BP PLC Sponsored ADR(BP)ADR055622104$1.4K35,1840.0%
3M Co COM(MMM)Stock88579Y101$1.4K6,5560.0%
Glaxosmithkline PLC Sponsored ADRADR37733W105$1.4K37,0190.0%
Terre Haute First Financial(THFF)Stock320218100$1.5K35,0840.0%
Genesco Inc COM(GCO)Stock371532102$1.5K37,3890.0%
PreviousPage 30 of 32Next