IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Valeo Financial Advisors, LLC

Q3 2023 Holdings

Filed 2023-10-20 | 657 holdings | $2.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Terre Haute First Financial(THFF)Stock320218100$1.1M31,5470.0%
Spdr High Yield Bond ETF(JNK)ETF78468R622$1.1M11,8250.0%
Emerson Elec Co COM(EMR)Stock291011104$1.1M11,1350.0%
Marathon Pete Corp(MPC)Stock56585A102$1.1M7,1550.0%
Ishares Msci Eafe Growth Index ETF(EFG)ETF464288885$1.1M12,7580.1%
AIR Prods & Chems Inc COM(APD)Stock009158106$1.1M3,8870.1%
Schwab US Large Cap Value ETF(SCHV)ETF808524409$1.1M17,0920.1%
Vanguard High Dividend Yield(VYM)ETF921946406$1.1M10,8600.1%
Astrazeneca PLC(AZN)ADR046353108$1.1M16,6570.1%
Norfolk Southern CRP(NSC)Stock655844108$1.1M5,7960.1%
Northrop Grumman Corp COM(NOC)Stock666807102$1.2M2,6140.1%
Aflac Inc COM(AFL)Stock001055102$1.2M15,1050.1%
Taiwan Semiconductor Manufacturing Co LTD(TSM)ADR874039100$1.2M13,3920.1%
Ishares Aggregate Bond ETF(AGG)ETF464287226$1.2M12,6040.1%
Vanguard Small Cap ETF(VB)ETF922908751$1.2M6,2870.1%
Unilever PLC Spon ADR NewADR904767704$1.2M24,5200.1%
Ishares Russell Midcap Growth ETF(IWP)ETF464287481$1.2M13,2600.1%
CSX Corp(CSX)Stock126408103$1.2M39,4870.1%
Kellanova COM(KEL)Stock487836108$1.2M20,6410.1%
Nextera Energy Inc COM(NEE)Stock65339F101$1.2M21,6900.1%
Diageo PLC(DGED)ADR25243Q205$1.3M34,3190.1%
Devon Energy Corp(DVN)Stock25179M103$1.3M26,4140.1%
Advanced Micro Devices Inc COM(AMD)Stock007903107$1.3M12,3800.1%
Dimensional US Marketwide Value ETF(DFUV)ETF25434V724$1.3M37,5000.1%
Ishares Core S&P U.S. Growth ETF(IUSG)ETF464287671$1.3M13,5410.1%
Ishares Russell 2000 Growth Index(IWO)ETF464287648$1.3M5,8000.1%
Cincinnati Finl Corp COM(CINF)Stock172062101$1.3M12,7400.1%
Ishares Russell 2000 Value(IWN)ETF464287630$1.3M9,6560.1%
Shopify Inc CL A(SHOP)Stock82509L107$1.3M24,2080.1%
3M Co COM(MMM)Stock88579Y101$1.3M14,3230.1%
Consumer Discretionary SEL Sector Spdr FD(XLY)ETF81369Y407$1.3M8,3490.1%
Ares Management Corporation CL A COM STK(ARES)Stock03990B101$1.3M13,1200.1%
Lowes COS Inc COM(LOW)Stock548661107$1.4M6,5980.1%
Bristol-Myers Squibb Co COM(BMY)Stock110122108$1.4M42,5060.1%
Waste Management Inc(WM)Stock94106L109$1.4M9,1420.1%
Ishares Credit Bond ETF(USIG)ETF464288620$1.4M29,0140.1%
Morgan Stanley(MS)Stock617446448$1.4M17,1880.1%
Cigna Corp(CI)Stock125523100$1.4M5,0150.1%
Blackstone Group LP(BX)Stock09260D107$1.4M13,4470.1%
Linde PLC SHS(LIN)StockG54950103$1.4M3,8740.1%
Laboratory Corp of AmericaStock50540R409$1.5M7,2430.1%
Vanguard Small-Cap Growth ETF(VBK)ETF922908595$1.5M6,8500.1%
Palo Alto Networks Inc COM(PANW)Stock697435105$1.5M6,3420.1%
Vertex Pharmaceuticals in(VRTX)Stock92532F100$1.5M4,3470.1%
Kimberly-Clark Corp COM(KMB)Stock494368103$1.5M12,6350.1%
General Dynamics Corp COM(GD)Stock369550108$1.6M7,2820.1%
General MLS Inc COM(GIS)Stock370334104$1.6M25,5460.1%
Texas Instrs Inc COM(TXN)Stock882508104$1.6M10,2900.1%
S&P Global Inc COM(SPGI)Stock78409V104$1.6M4,4910.1%
Vanguard Energy(VDE)ETF92204A306$1.7M13,2300.1%
PreviousPage 10 of 13Next