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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Valeo Financial Advisors, LLC INSTITUTION : Valeo Financial Advisors, LLC
Valeo Financial Advisors, LLC Portfolio (reported on 2019-10-15)
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
SPDR S&P 500 ETF    (ETF) SPY 167,391,000 582,620 18.48%
VANGUARD SHORT TERM CORP BOND FD ETF    (ETF) VCSH 52,389,000 646,374 5.78%
ISHARES S&P SMALLCAP 600 ETF    (ETF) IJR 51,625,000 673,025 5.70%
VANGUARD FTSE EMERGING MARKETS ETF    (ETF) VWO 45,968,000 1,141,794 5.07%
APPLE INC    (Stock) AAPL 25,790,000 115,161 2.84%
ISHARES S&P 500 INDEX    (ETF) IVV 24,780,000 83,009 2.73%
ISHARES MSCI EAFE ETF    (ETF) EFA 19,339,000 296,572 2.13%
MICROSOFT    (Stock) MSFT 18,075,000 130,007 1.99%
BERKSHIRE HATHAWAY INC DEL CL B NEW    (Stock) BRK/B 16,469,000 79,172 1.81%
VANGUARD TOTAL STOCK MARKET INDEX FUND    (ETF) VTI 14,962,000 99,086 1.65%
ISHARES RUSSELL 2000 ETF    (ETF) IWM 13,986,000 92,417 1.54%
VANGUARD TOTAL INTERNATIONAL STOCK ETF    (ETF) VXUS 12,308,000 238,249 1.35%
JPMORGAN CHASE & CO COM    (Stock) JPM 9,544,000 81,092 1.05%
HILL ROM HLDGS INC COM    (Stock) HRC 9,248,000 87,886 1.02%
ISHARES MSCI EMERGING MARKETS ETF    (ETF) EEM 8,462,000 207,050 0.93%
AMAZON.COM INC    (Stock) AMZN 8,389,000 4,833 0.92%
DISNEY WALT CO COM DISNEY    (Stock) DIS 7,638,000 58,611 0.84%
AT&T INC COM    (Stock) T 7,606,000 200,998 0.84%
PROCTER & GAMBLE CO COM    (Stock) PG 7,218,000 58,032 0.79%
VISA INC    (Stock) V 6,969,000 40,507 0.76%
ISHARES RUSSELL 1000 VALUE ETF    (ETF) IWD 6,817,000 53,147 0.75%
ALASKA AIR GROUP INC COM    (Stock) ALK 6,791,000 104,630 0.75%
VANGUARD FTSE DEVELOPED MARKETS ETF    (ETF) VEA 6,607,000 160,835 0.72%
JOHNSON & JOHNSON COM    (Stock) JNJ 6,545,000 50,585 0.72%
GOOGLE INC    (Stock) GOOGL 6,213,000 5,088 0.68%
ALPHABET INC CAP STK CL C    (Stock) GOOG 5,988,000 4,912 0.66%
ISHARES RUSSELL 1000 GROWTH ETF    (ETF) IWF 5,906,000 36,999 0.65%
ROYAL DUTCH SHELL PLC SPON ADR B    (ADR) RDS-B 5,899,000 98,483 0.65%
PEPSICO INC COM    (Stock) PEP 5,798,000 42,296 0.64%
LILLY ELI & CO COM    (Stock) LLY 4,834,000 43,222 0.53%
BERKSHIRE HATHAWAY INC DEL CL A    (Stock) BRK.A 4,677,000 15 0.51%
INTEL CORP COM    (Stock) INTC 4,551,000 88,315 0.50%
MASTERCARD INC    (Stock) MA 4,540,000 16,717 0.50%
ENTERPRISE PRODS PARTNERS L P    (Stock) EPD 4,443,000 155,452 0.49%
PFIZER INC COM    (Stock) PFE 4,347,000 120,985 0.48%
KIMBALL ELECTRONICS INC COM    (Stock) KE 4,329,000 298,352 0.47%
WELLS FARGO CO NEW COM    (Stock) WFC 4,121,000 81,702 0.45%
WALMART INC COM    (Stock) WMT 4,121,000 34,723 0.45%
UNITED TECHNOLOGIES CORP COM    (Stock) UTX 4,117,000 30,159 0.45%
ISHARES TR RUSSELL 1000 INDEX ETF    (ETF) IWB 4,056,000 24,652 0.44%
BARNES GROUP INC COM    (Stock) B 3,917,000 76,000 0.43%
FACEBOOK INC CL A    (Stock) FB 3,858,000 21,666 0.42%
WELLS FARGO CO NEW PERP PFD CNV A    (Convertible Preferred) WFC/PL 3,842,000 2,524 0.42%
BOEING CO COM    (Stock) BA 3,818,000 10,035 0.42%
ISHARES CORE MSCI EAFE    (ETF) IEFA 3,514,000 90,465 0.38%
CVS HEALTH CORP COM    (Stock) CVS 3,445,000 54,636 0.38%
EXXON MOBIL CORP COM    (Stock) XOM 3,209,000 45,446 0.35%
VERIZON COMMUNICATIONS    (Stock) VZ 3,076,000 50,961 0.33%
AMGEN INC    (Stock) AMGN 2,808,000 14,512 0.31%
CUMMINS INC COM    (Stock) CMI 2,803,000 17,229 0.30%
MCDONALDS CORP COM    (Stock) MCD 2,782,000 12,958 0.30%
FEDEX CORP    (Stock) FDX 2,737,000 18,804 0.30%
ORACLE CORPORATION    (Stock) ORCL 2,735,000 49,705 0.30%
VANGUARD TAX-EXEMPT BOND ETF    (ETF) 2,719,000 50,715 0.30%
BANK AMER CORP COM    (Stock) BAC 2,685,000 92,050 0.29%
UNITED PARCEL SERVICE INC    (Stock) UPS 2,647,000 22,092 0.29%
CONSTELLATION BRANDS INC CL A    (Stock) STZ 2,537,000 12,241 0.28%
RAYTHEON CO COM NEW    (Stock) RTN 2,447,000 12,472 0.27%
CINCINNATI FINL CORP COM    (Stock) CINF 2,432,000 20,849 0.26%
TARGET CORP COM    (Stock) TGT 2,432,000 22,746 0.26%
CISCO SYS INC    (Stock) CSCO 2,420,000 48,987 0.26%
ISHARES CORE S&P MID CAP ETF    (ETF) IJH 2,365,000 12,240 0.26%
ENERGY SELECT SECTOR SPDR    (ETF) XLE 2,301,000 38,861 0.25%
ZIMMER HLDGS INC    (Stock) ZMH 2,230,000 16,244 0.24%
PAYPAL HLDGS INC COM    (Stock) PYPL 2,219,000 21,423 0.24%
FINANCIAL SELECT SECTOR SPDR    (ETF) XLF 2,183,000 77,948 0.24%
HILLENBRAND INCORPORATED    (Stock) HI 2,172,000 70,324 0.23%
CHEVRON CORP NEW COM    (Stock) CVX 2,156,000 18,183 0.23%
ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP    (Stock) ETE 2,136,000 163,316 0.23%
CONSUMER STAPLES SELECT SECTOR SPDR    (ETF) XLP 2,124,000 34,588 0.23%
LOCKHEED MARTIN CORP    (Stock) LMT 2,084,000 5,343 0.23%
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF    (ETF) FNDX 2,048,000 51,794 0.22%
SALESFORCE COM    (Stock) CRM 1,872,000 12,610 0.20%
GENERAL MLS INC COM    (Stock) GIS 1,868,000 33,895 0.20%
CITIGROUP INC    (Stock) C 1,822,000 26,376 0.20%
BLACKROCK INC    (Stock) BLK 1,812,000 4,066 0.20%
VANGUARD S&P 500 ETF    (ETF) VOO 1,765,000 6,473 0.19%
KIMBALL INTERNATIONAL INC-CL B    (Stock) KBALB 1,760,000 91,205 0.19%
ABBOTT LABS COM    (Stock) ABT 1,696,000 20,281 0.18%
COCA COLA CO COM    (Stock) KO 1,658,000 30,447 0.18%
PHILIP MORRIS INTL INC    (Stock) PM 1,650,000 21,731 0.18%
ISHARES CORE MSCI EMERGING MKTS    (ETF) IEMG 1,622,000 61,598 0.17%
HONEYWELL INTL INC    (Stock) HON 1,511,000 8,930 0.16%
TERRE HAUTE FIRST FINANCIAL    (Stock) THFF 1,506,000 34,654 0.16%
LENNAR CORP CL A    (Stock) LEN 1,503,000 26,923 0.16%
UNION PACIFIC CORP COM    (Stock) UNP 1,481,000 9,140 0.16%
NVIDIA CORP    (Stock) NVDA 1,470,000 8,443 0.16%
ALIBABA GROUP HLDG LTD SPONSORED ADS    (ADR) BABA 1,365,000 8,165 0.15%
ROYAL DUTCH SHELL PLC-ADR    (ADR) RDS.A 1,358,000 23,082 0.14%
ENBRIDGE INC COM    (Stock) ENB 1,344,000 38,309 0.14%
DUKE ENERGY CORP NEW COM NEW    (Stock) DUK 1,325,000 13,821 0.14%
ABBVIE INC COM    (Stock) ABBV 1,305,000 17,240 0.14%
TOTAL SA ADR    (ADR) TOT 1,290,000 24,802 0.14%
STARBUCKS CORP    (Stock) SBUX 1,287,000 14,561 0.14%
ISHARES RUSSELL 2000 GROWTH INDEX    (ETF) IWO 1,283,000 6,657 0.14%
GENERAL ELECTRIC CO COM    (Stock) GE 1,283,000 143,501 0.14%
MARATHON PETE CORP    (Stock) MPC 1,276,000 21,009 0.14%
ISHARES S&P 500 GROWTH ETF    (ETF) IVW 1,270,000 7,057 0.14%
DUKE REALTY CORP    (REIT) DRE 1,265,000 37,241 0.13%
INTL BUSINESS MACHINES    (Stock) IBM 1,264,000 8,691 0.13%
WISDOMTREE U.S. LARGECAP DIVIDEND FUND    (ETF) DLN 1,256,000 12,676 0.13%
ISHARES DJ SELECT DIVIDEND    (ETF) DVY 1,255,000 12,309 0.13%
BP PLC SPONSORED ADR    (ADR) BP 1,238,000 32,594 0.13%
HOME DEPOT    (Stock) HD 1,237,000 5,332 0.13%
LABORATORY CORP OF AMERICA    (Stock) LH 1,235,000 7,351 0.13%
ISHARES RUSSELL 2000 VALUE    (ETF) IWN 1,214,000 10,163 0.13%
DELTA AIR LINES INC DEL CMN    (Stock) DAL 1,212,000 21,041 0.13%
COMCAST CORP NEW CL A    (Stock) CMCSA 1,181,000 26,198 0.13%
UNITEDHEALTH GROUP    (Stock) UNH 1,158,000 5,332 0.12%
DEERE & CO COM    (Stock) DE 1,157,000 6,858 0.12%
TECHNOLOGY SELECT SECTOR SPDR    (ETF) XLK 1,139,000 14,140 0.12%
MERCK & CO INC    (Stock) MRK 1,135,000 13,479 0.12%
ISHARES TR RUSSELL MIDCAP INDEX FD    (ETF) IWR 1,128,000 31,621 0.12%
STRYKER CORP    (Stock) SYK 1,099,000 5,084 0.12%
CATERPILLAR INC DEL COM    (Stock) CAT 1,099,000 8,699 0.12%
ALTRIA GROUP INC COM    (Stock) MO 1,097,000 26,814 0.12%
YUM CHINA HLDGS INC COM    (Stock) 1,095,000 24,095 0.12%
CONSUMER DISCRETIONARY SEL SECTOR SPDR FD    (ETF) XLY 1,085,000 8,986 0.11%
HEALTH CARE SELECT SECTOR SPDR    (ETF) XLV 1,061,000 11,770 0.11%
POWERSHARES QQQ TR    (ETF) 1,055,000 5,586 0.11%
3M CO COM    (Stock) MMM 1,050,000 6,389 0.11%
ANTHEM INC COM    (Stock) ANTM 1,031,000 4,296 0.11%
GENERAL DYNAMICS CORP COM    (Stock) GD 1,021,000 5,589 0.11%
COSTCO WHOLESALE CORP    (Stock) COST 997,000 3,462 0.11%
UNITED BANKSHARES INC W. VA    (Stock) UBSI 996,000 26,303 0.11%
CBS CORP CL B    (Stock) CBS 980,000 24,270 0.10%
NORFOLK SOUTHERN CRP    (Stock) NSC 953,000 5,307 0.10%
BRISTOL MYERS SQUIBB CO COM    (Stock) BMY 951,000 18,749 0.10%
MERCHANTS BANCORP IND COM    (Stock) 949,000 57,350 0.10%
MONDELEZ INTL INC CL A    (Stock) MDLZ 948,000 17,139 0.10%
MEDTRONIC PLC SHS    (Stock) MDT 929,000 8,553 0.10%
DANAHER CORP    (Stock) DHR 897,000 6,212 0.09%
GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT    (ETF) 884,000 8,184 0.09%
AMERICAN EXPRESS CO COM    (Stock) AXP 823,000 6,961 0.09%
VANGUARD VALUE ETF    (ETF) VTV 821,000 7,361 0.09%
AUTOMATIC DATA PROCESSING INC COM    (Stock) ADP 814,000 5,044 0.08%
TESLA MOTORS INC    (Stock) TSLA 791,000 3,285 0.08%
CARNIVAL CORP    (Stock) CCL 788,000 18,036 0.08%
SCHWAB US LARGE CAP VALUE ETF    (ETF) SCHV 769,000 13,560 0.08%
KINDER MORGAN INC    (Stock) KMI 763,000 37,014 0.08%
ANHEUSER BUSCH    (ADR) BUD 758,000 7,970 0.08%
HUNTINGTON BANCSHARES INC COM    (Stock) HBAN 753,000 52,778 0.08%
SCHWAB STRATEGIC TR US LRG CAP ETF    (ETF) SCHX 750,000 10,580 0.08%
SPDR GOLD ETF    (ETF) GLD 744,000 5,363 0.08%
VANGUARD ENERGY    (ETF) VDE 743,000 9,519 0.08%
ISHARES AGGREGATE BOND ETF    (ETF) AGG 740,000 6,541 0.08%
KRAFT HEINZ CO COM    (Stock) KHC 731,000 26,071 0.08%
VANGUARD INFORMATION TECHNOLOGY    (ETF) VGT 699,000 3,254 0.07%
SIMON PROPERTY GROUP INC    (REIT) SPG 694,000 4,461 0.07%
US BANCORP DEL COM NEW    (Stock) USB 693,000 12,521 0.07%
SOUTHWEST AIRLS CO COM    (Stock) LUV 686,000 12,693 0.07%
PRICELINE.COM INC    (Stock) 677,000 345 0.07%
CIGNA CORP    (Stock) 665,000 4,380 0.07%
FORD MOTOR COMPANY    (Stock) F 660,000 72,103 0.07%
WYNN RESORTS LTD    (Stock) WYNN 638,000 5,869 0.07%
NETFLIX COM INC    (Stock) NFLX 633,000 2,365 0.06%
EXP WORLD HOLDINGS INC COM    (Stock) 622,000 74,212 0.06%
ISHARES TR S&P 1500 INDEX FD    (ETF) ISI 599,000 8,933 0.06%
ISHARES S&P 500 VALUE ETF    (ETF) IVE 593,000 4,978 0.06%
SOUTHERN CO COM    (Stock) SO 583,000 9,438 0.06%
QUALCOMM INC    (Stock) QCOM 569,000 7,459 0.06%
LIBERTY GLOBAL PLC CL C    (Stock) LBTYK 567,000 23,816 0.06%
HERSHEY CO COM    (Stock) HSY 566,000 3,651 0.06%
ISHARES AMT-FREE MUNI BOND ETF    (ETF) MUB 556,000 4,875 0.06%
ALLERGAN PLC SHS    (Stock) AGN 548,000 3,256 0.06%
ZOETIS INC COM CL A    (Stock) ZTS 542,000 4,352 0.05%
WASHINGTON PRIME GROUP INC    (REIT) 535,000 129,300 0.05%
INDUSTRIAL SELECT SECTOR SPDR    (ETF) XLI 529,000 6,816 0.05%
KIMBERLY CLARK CORP COM    (Stock) KMB 509,000 3,581 0.05%
DIAGEO PLC    (ADR) DEO 509,000 3,110 0.05%
CSX CORP    (Stock) CSX 500,000 7,223 0.05%
WASTE MANAGEMENT INC    (Stock) WMI 487,000 4,237 0.05%
ISHARES US REAL ESTATE ETF    (ETF) IYR 482,000 5,150 0.05%
INSPIRE MED SYS INC COM    (Stock) 476,000 7,806 0.05%
AFLAC INC COM    (Stock) AFL 475,000 9,076 0.05%
BECTON DICKINSON & CO COM    (Stock) BDX 475,000 1,878 0.05%
NIKE INC CLASS B    (Stock) NKE 464,000 4,941 0.05%
GOLDMAN SACHS GROUP INC    (Stock) GS 464,000 2,239 0.05%
DISCOVERY COMMUNICATIONS INC NEW COM SER C    (Stock) DISCK 461,000 18,730 0.05%
OLD NATL BANCORP IND    (Stock) ONB 456,000 26,498 0.05%
THERMO FISHER SCIENTIFIC INC COM    (Stock) TMO 455,000 1,563 0.05%
VANGUARD DIVIDEND APPRECIATION INDEX FUND    (ETF) VIG 454,000 3,794 0.05%
GERMAN AMERICAN BANCORP    (Stock) GABC 440,000 13,742 0.04%
LINCOLN NATL CORP IND COM    (Stock) LNC 438,000 7,255 0.04%
ISHARES S&P SMALLCAP 600 GROWTH ETF    (ETF) IJT 434,000 2,436 0.04%
TRAVELERS COMPANIES INC COM    (Stock) TRV 433,000 2,915 0.04%
VANGUARD HIGH DIVIDEND YIELD    (ETF) VYM 429,000 4,838 0.04%
CINTAS CORP    (Stock) CTAS 425,000 1,586 0.04%
FORTIVE CORP COM    (Stock) FTV 423,000 6,174 0.04%
YUM! BRANDS INC    (Stock) YUM 420,000 3,708 0.04%
ISHARES TR MSCI ACWIINDEX FD    (ETF) ACWI 418,000 5,668 0.04%
TEXAS INSTRS INC COM    (Stock) TXN 411,000 3,178 0.04%
PHILLIPS 66    (Stock) PSX 406,000 3,961 0.04%
ADOBE SYS INC    (Stock) ADBE 405,000 1,467 0.04%
BAXTER INTL INC COM    (Stock) BAX 402,000 4,599 0.04%
NEXTERA ENERGY INC COM    (Stock) NEE 398,000 1,708 0.04%
GLAXOSMITHKLINE PLC SPONSORED ADR    (ADR) GSK 398,000 9,320 0.04%
VANGUARD TOTAL WORLD STOCK ETF    (ETF) 396,000 5,292 0.04%
KANSAS CITY SOUTHERN COM NEW    (Stock) KSU 389,000 2,922 0.04%
BROOKFIELD ASSET MGMT INC COM VOTING    (Stock) BAM 387,000 7,284 0.04%
1 2 3 4 5 6 7 8 9 Next >Full Portfolio View
Total Value As 2019-09-30: 905,454,000 SEC FILING
* Portfolios do not reflect changes after reporting
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George Soros

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