Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
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 Latest Top 20 Portfolio Holdings: (Filing Date: 2020-01-24) --- full portfolio
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
SPDR S&P 500 ETF    (ETF) SPY 188,576,000 604,881 18.30%
ISHARES S&P SMALLCAP 600 ETF    (ETF) IJR 60,164,000 727,533 5.84%
VANGUARD SHORT TERM CORP BOND FD ETF    (ETF) VCSH 55,984,000 690,908 5.43%
VANGUARD FTSE EMERGING MARKETS ETF    (ETF) VWO 52,381,000 1,177,887 5.08%
APPLE INC    (Stock) AAPL 33,578,000 114,338 3.25%
ISHARES S&P 500 INDEX    (ETF) IVV 28,509,000 88,196 2.76%
ISHARES MSCI EAFE ETF    (ETF) EFA 21,028,000 302,825 2.04%
MICROSOFT    (Stock) MSFT 20,811,000 131,963 2.02%
BERKSHIRE HATHAWAY INC DEL CL B NEW    (Stock) BRK/B 17,807,000 78,618 1.72%
VANGUARD TOTAL STOCK MARKET INDEX FUND    (ETF) VTI 16,593,000 101,414 1.61%
ISHARES RUSSELL 2000 ETF    (ETF) IWM 15,375,000 92,801 1.49%
VANGUARD TOTAL INTERNATIONAL STOCK ETF    (ETF) VXUS 13,344,000 239,605 1.29%
JPMORGAN CHASE & CO COM    (Stock) JPM 11,535,000 82,746 1.11%
AMAZON.COM INC    (Stock) AMZN 10,589,000 5,730 1.02%
HILL ROM HLDGS INC COM    (Stock) HRC 9,762,000 85,990 0.94%
ISHARES MSCI EMERGING MARKETS ETF    (ETF) EEM 9,694,000 216,032 0.94%
DISNEY WALT CO COM DISNEY    (Stock) DIS 8,304,000 57,414 0.80%
VISA INC    (Stock) V 7,754,000 41,265 0.75%
JOHNSON & JOHNSON COM    (Stock) JNJ 7,686,000 52,691 0.74%
AT&T INC COM    (Stock) T 7,529,000 192,655 0.73%


Investing Just Like
Valeo Financial Advisors, LLC

Matching performance of Valeo Financial Advisors, LLC by investing same stocks.

Get the number of shares each stock for investing:





MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*