IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Valeo Financial Advisors, LLC

Q1 2021 Holdings

Filed 2021-04-12 | 2167 holdings | $36.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
AON Corp(AON)StockG0403H108$3941,7110.0%
V F Corp COM(VFC)Stock918204108$3954,9420.0%
NIO Inc Spon ADS(NIO)ADR62914V106$39510,1270.0%
Vanguard Mid Cap(VO)ETF922908629$3961,7890.0%
Schwab Emerging Market EQ ETF(SCHE)ETF808524706$39712,4930.0%
Becton Dickinson & Co COM(BDX)Stock075887109$3971,6340.0%
Total SA ADR(TTEN)ADR89151E109$3988,5610.0%
Twitter Inc COM(TWTRUSD)Stock90184L102$3986,2480.0%
Royal Dutch Shell PLC Spon ADR B(R6C2)ADR780259107$40010,8650.0%
International Paper Co COM(IP)Stock460146103$4007,4070.0%
Vanguard Intermediate-Term Government Bond ETF(VGIT)ETF92206C706$4005,9500.0%
Lincoln Natl Corp IND COM(LNC)Stock534187109$4026,4570.0%
Phillips 66(PSX)Stock718546104$4034,9400.0%
Advance Auto Parts Inc(AAP)Stock00751Y106$4032,1970.0%
Shopify Inc CL A(SHOP)Stock82509L107$4043650.0%
Vanguard High Dividend Yield(VYM)ETF921946406$4064,0200.0%
Hdfc BK LTD ADR Repstg 3 SHS(HDB)ADR40415F101$4075,2350.0%
Marvell Technology Group LTD(MRVL)StockG5876H105$4118,4000.0%
Marathon Pete Corp(MPC)Stock56585A102$4147,7420.0%
Physicians Rlty TR COM(DOCUSD)REIT71943U104$41523,5000.0%
Emerson Elec Co COM(EMR)Stock291011104$4194,6470.0%
Spdr SER TR S&P Divid ETF(SDY)ETF78464A763$4243,5920.0%
Penn Natl Gaming Inc(PENN)Stock707569109$4354,1480.0%
Anheuser Busch(BUD)ADR03524A108$4417,0180.0%
Mellanox Technologies LTD SHSStockM51363113$4523,6220.0%
Pinterest Inc CL A(PINS)Stock72352L106$4636,2500.0%
Southern Co COM(SO)Stock842587107$4667,4960.0%
Discovery Hldg Co(DISCAUSD)Stock25470F104$46810,7670.0%
Hershey Co COM(HSY)Stock427866108$4712,9750.0%
Schwab US Dividend Equity ETF(SCHD)ETF808524797$4766,5310.0%
Truist Finl Corp COM(TFC)Stock89832Q109$4768,1570.0%
Palantir Technologies Inc CL A(PLTR)Stock69608A108$48020,6300.0%
Teladoc Health Inc COM(TDOC)Stock87918A105$4832,6560.0%
Etsy Inc COM(ETSY)Stock29786A106$4832,3970.0%
Schwab International Equity ETF(SCHF)ETF808524805$48512,8870.0%
American Intl Group Inc COM New(AIG)Stock026874784$49510,7190.0%
Magnite Inc COM(MGNI)Stock55955D100$50112,0370.0%
Ametek Inc COM(AME)Stock031100100$5053,9530.0%
Schlumberger LTD COM(SLB)Stock806857108$50918,7190.0%
Morgan Stanley(MS)Stock617446448$5136,6100.0%
Square Inc CL A(XYZ)Stock852234103$5192,2840.0%
Liberty Global PLC CL CStockG5480U120$51920,3260.0%
Pimco ETF TR 0-5 YR High Yield Corp BD Index FD(HYS)ETF72201R783$5235,2750.0%
Peloton Interactive Inc CL A COM(PTON)Stock70614W100$5304,7160.0%
Proshares Ultra Technology(ROM)ETF74347R693$5327,0800.0%
Nextera Energy Inc COM(NEE)Stock65339F101$5337,0450.0%
Cigna Corp(CI)Stock125523100$5362,2160.0%
Qorvo Inc COM(QRVO)Stock74736K101$5402,9540.0%
Ishares US Real Estate ETF(IYR)ETF464287739$5415,8800.0%
Vanguard Total Bond Market ETF(BND)ETF921937835$5556,5540.0%
PreviousPage 36 of 43Next