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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 2020-04-13)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
SPDR S&P 500 ETF    (ETF) SPY 193,521,000 712,353 20.57%
VANGUARD SHORT TERM CORP BOND FD ETF    (ETF) VCSH 61,004,000 752,482 6.48%
ISHARES S&P SMALLCAP 600 ETF    (ETF) IJR 53,689,000 890,486 5.70%
VANGUARD FTSE EMERGING MARKETS ETF    (ETF) VWO 42,862,000 1,230,955 4.55%
ISHARES S&P 500 INDEX    (ETF) IVV 31,672,000 113,899 3.36%
APPLE INC    (Stock) AAPL 29,994,000 111,992 3.18%
MICROSOFT    (Stock) MSFT 20,684,000 125,253 2.19%
BERKSHIRE HATHAWAY INC DEL CL B NEW    (Stock) BRK/B 17,081,000 88,139 1.81%
ISHARES MSCI EAFE ETF    (ETF) EFA 16,081,000 289,623 1.70%
VANGUARD TOTAL STOCK MARKET INDEX FUND    (ETF) VTI 14,918,000 107,065 1.58%
AMAZON.COM INC    (Stock) AMZN 12,510,000 6,124 1.33%
VANGUARD TOTAL INTERNATIONAL STOCK ETF    (ETF) VXUS 11,080,000 252,421 1.17%
ISHARES RUSSELL 2000 ETF    (ETF) IWM 10,820,000 87,474 1.15%
HILL ROM HLDGS INC COM    (Stock) HRC 9,313,000 83,795 0.99%
JPMORGAN CHASE & CO COM    (Stock) JPM 8,678,000 84,968 0.92%
VANGUARD SHORT-TERM GOVERNMENT BOND ETF    (ETF) VGSH 7,573,000 121,634 0.80%
VANGUARD FTSE DEVELOPED MARKETS ETF    (ETF) VEA 7,458,000 214,514 0.79%
VISA INC    (Stock) V 7,250,000 41,758 0.77%
JOHNSON & JOHNSON COM    (Stock) JNJ 7,125,000 50,437 0.75%
ALPHABET INC CAP STK CL C    (Stock) GOOG 6,971,000 5,755 0.74%
PROCTER & GAMBLE CO COM    (Stock) PG 6,740,000 58,784 0.71%
ISHARES MSCI EMERGING MARKETS ETF    (ETF) EEM 6,621,000 187,285 0.70%
DISNEY WALT CO COM DISNEY    (Stock) DIS 6,546,000 62,721 0.69%
GOOGLE INC    (Stock) GOOGL 6,323,000 5,241 0.67%
LILLY ELI & CO COM    (Stock) LLY 6,080,000 41,726 0.64%
ISHARES RUSSELL 1000 GROWTH ETF    (ETF) IWF 5,982,000 37,159 0.63%
AT&T INC COM    (Stock) T 5,804,000 189,041 0.61%
ISHARES RUSSELL 1000 VALUE ETF    (ETF) IWD 5,539,000 50,868 0.58%
MASTERCARD INC    (Stock) MA 5,013,000 18,601 0.53%
PEPSICO INC COM    (Stock) PEP 4,960,000 37,139 0.52%
FACEBOOK INC CL A    (Stock) FB 4,716,000 26,927 0.50%
PFIZER INC COM    (Stock) PFE 4,552,000 128,708 0.48%
ISHARES CORE MSCI EAFE    (ETF) IEFA 4,496,000 118,385 0.47%
BERKSHIRE HATHAWAY INC DEL CL A    (Stock) BRK.A 4,358,000 15 0.46%
RAYTHEON TECHNOLOGIES CORP COM    (Stock) 4,083,000 63,072 0.43%
ROYAL DUTCH SHELL PLC SPON ADR B    (ADR) RDS-B 4,045,000 110,677 0.43%
KIMBALL ELECTRONICS INC COM    (Stock) KE 3,985,000 316,736 0.42%
INTEL CORP COM    (Stock) INTC 3,757,000 65,654 0.39%
WALMART INC COM    (Stock) WMT 3,720,000 30,543 0.39%
VANGUARD S&P 500 ETF    (ETF) VOO 3,695,000 14,463 0.39%
ALASKA AIR GROUP INC COM    (Stock) ALK 3,606,000 114,106 0.38%
ISHARES TR RUSSELL 1000 INDEX ETF    (ETF) IWB 3,574,000 23,369 0.38%
BOEING CO COM    (Stock) BA 3,437,000 22,653 0.36%
VANGUARD TAX-EXEMPT BOND ETF    (ETF) 3,416,000 64,268 0.36%
VERIZON COMMUNICATIONS    (Stock) VZ 3,363,000 58,549 0.35%
WELLS FARGO CO NEW PERP PFD CNV A    (Convertible Preferred) WFC/PL 3,277,000 2,430 0.34%
BARNES GROUP INC COM    (Stock) B 3,095,000 76,000 0.32%
CVS HEALTH CORP COM    (Stock) CVS 2,958,000 48,986 0.31%
SALESFORCE COM    (Stock) CRM 2,838,000 18,402 0.30%
AMGEN INC    (Stock) AMGN 2,837,000 13,004 0.30%
ENTERPRISE PRODS PARTNERS L P    (Stock) EPD 2,687,000 164,080 0.28%
ORACLE CORPORATION    (Stock) ORCL 2,649,000 49,833 0.28%
CISCO SYS INC    (Stock) CSCO 2,600,000 63,075 0.27%
BK OF AMERICA CORP COM    (Stock) BAC 2,518,000 101,667 0.26%
MCDONALDS CORP COM    (Stock) MCD 2,504,000 13,646 0.26%
DOMINION RESOURCES INC    (Stock) D 2,458,000 30,139 0.26%
TECHNOLOGY SELECT SECTOR SPDR    (ETF) XLK 2,446,000 28,706 0.26%
LOCKHEED MARTIN CORP    (Stock) LMT 2,436,000 6,577 0.25%
EXXON MOBIL CORP COM    (Stock) XOM 2,435,000 56,428 0.25%
ISHARES CORE MSCI EMERGING MKTS    (ETF) IEMG 2,434,000 57,904 0.25%
FEDEX CORP    (Stock) FDX 2,377,000 19,432 0.25%
WELLS FARGO CO NEW COM    (Stock) WFC 2,320,000 70,105 0.24%
ABBVIE INC COM    (Stock) ABBV 2,310,000 28,998 0.24%
CONSTELLATION BRANDS INC CL A    (Stock) STZ 2,277,000 13,707 0.24%
UNITED PARCEL SERVICE INC    (Stock) UPS 2,252,000 22,816 0.23%
PAYPAL HLDGS INC COM    (Stock) PYPL 2,249,000 21,253 0.23%
FINANCIAL SELECT SECTOR SPDR    (ETF) XLF 2,092,000 89,812 0.22%
CUMMINS INC COM    (Stock) CMI 1,985,000 13,175 0.21%
CHEVRON CORP NEW COM    (Stock) CVX 1,980,000 23,466 0.21%
COMCAST CORP NEW CL A    (Stock) CMCSA 1,947,000 51,300 0.20%
TARGET CORP COM    (Stock) TGT 1,920,000 18,430 0.20%
ZIMMER HLDGS INC    (Stock) ZMH 1,907,000 17,279 0.20%
ISHARES CORE S&P MID CAP ETF    (ETF) IJH 1,898,000 12,133 0.20%
COCA COLA CO COM    (Stock) KO 1,885,000 38,488 0.20%
UNITEDHEALTH GROUP    (Stock) UNH 1,841,000 6,974 0.19%
PHILIP MORRIS INTL INC    (Stock) PM 1,826,000 24,244 0.19%
CONSUMER STAPLES SELECT SECTOR SPDR    (ETF) XLP 1,809,000 31,135 0.19%
STARBUCKS CORP    (Stock) SBUX 1,808,000 24,533 0.19%
GENERAL MLS INC COM    (Stock) GIS 1,802,000 31,414 0.19%
CINCINNATI FINL CORP COM    (Stock) CINF 1,743,000 20,849 0.18%
ABBOTT LABS COM    (Stock) ABT 1,718,000 19,992 0.18%
NVIDIA CORP    (Stock) NVDA 1,717,000 6,532 0.18%
CATERPILLAR INC DEL COM    (Stock) CAT 1,633,000 13,059 0.17%
TESLA MOTORS INC    (Stock) TSLA 1,630,000 2,857 0.17%
POWERSHARES QQQ TR    (ETF) 1,582,000 7,879 0.16%
ALIBABA GROUP HLDG LTD SPONSORED ADS    (ADR) BABA 1,575,000 8,017 0.16%
ENERGY SELECT SECTOR SPDR    (ETF) XLE 1,557,000 45,882 0.16%
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF    (ETF) FNDX 1,557,000 45,606 0.16%
HONEYWELL INTL INC    (Stock) HON 1,502,000 10,484 0.15%
CITIGROUP INC    (Stock) C 1,498,000 31,706 0.15%
BLACKROCK INC    (Stock) BLK 1,492,000 3,170 0.15%
ANTHEM INC COM    (Stock) ANTM 1,452,000 5,988 0.15%
MEDTRONIC PLC SHS    (Stock) MDT 1,447,000 14,394 0.15%
HILLENBRAND INCORPORATED    (Stock) HI 1,442,000 70,123 0.15%
BP PLC SPONSORED ADR    (ADR) BP 1,428,000 57,477 0.15%
MERCK & CO INC    (Stock) MRK 1,394,000 16,924 0.14%
ISHARES S&P 500 GROWTH ETF    (ETF) IVW 1,348,000 7,631 0.14%
TERRE HAUTE FIRST FINANCIAL    (Stock) THFF 1,328,000 37,171 0.14%
CONSUMER DISCRETIONARY SEL SECTOR SPDR FD    (ETF) XLY 1,292,000 12,136 0.13%
DUKE ENERGY CORP NEW COM NEW    (Stock) DUK 1,287,000 14,274 0.13%
STRYKER CORP    (Stock) SYK 1,267,000 6,988 0.13%
NIKE INC CLASS B    (Stock) NKE 1,262,000 14,550 0.13%
LABORATORY CORP OF AMERICA    (Stock) LH 1,216,000 8,288 0.12%
DUKE REALTY CORP    (REIT) DRE 1,212,000 34,241 0.12%
HOME DEPOT    (Stock) HD 1,185,000 5,913 0.12%
UNION PAC CORP COM    (Stock) UNP 1,183,000 7,954 0.12%
TOTAL SA ADR    (ADR) TOT 1,179,000 32,101 0.12%
ROYAL DUTCH SHELL PLC-ADR    (ADR) RDS.A 1,164,000 30,706 0.12%
ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP    (Stock) ETE 1,129,000 194,269 0.12%
COSTCO WHOLESALE CORP    (Stock) COST 1,124,000 3,730 0.11%
WISDOMTREE U.S. LARGECAP DIVIDEND FUND    (ETF) DLN 1,120,000 12,676 0.11%
ALTRIA GROUP INC COM    (Stock) MO 1,118,000 27,439 0.11%
LENNAR CORP CL A    (Stock) LEN 1,109,000 24,760 0.11%
CIGNA CORP    (Stock) 1,101,000 6,052 0.11%
DANAHER CORP    (Stock) DHR 1,101,000 7,555 0.11%
ISHARES DJ SELECT DIVIDEND    (ETF) DVY 1,064,000 13,113 0.11%
BRISTOL-MYERS SQUIBB CO COM    (Stock) BMY 1,057,000 17,998 0.11%
KIMBALL INTERNATIONAL INC-CL B    (Stock) KBALB 1,048,000 89,007 0.11%
VANGUARD VALUE ETF    (ETF) VTV 1,008,000 10,374 0.10%
ISHARES TR RUSSELL MIDCAP INDEX FD    (ETF) IWR 989,000 31,851 0.10%
HEALTH CARE SELECT SECTOR SPDR    (ETF) XLV 980,000 10,341 0.10%
NETFLIX COM INC    (Stock) NFLX 974,000 2,628 0.10%
3M CO COM    (Stock) MMM 971,000 6,571 0.10%
AMERICAN EXPRESS CO COM    (Stock) AXP 969,000 10,238 0.10%
DEERE & CO COM    (Stock) DE 955,000 6,553 0.10%
MONDELEZ INTL INC CL A    (Stock) MDLZ 902,000 17,247 0.09%
NORFOLK SOUTHERN CRP    (Stock) NSC 889,000 5,583 0.09%
YUM! BRANDS INC    (Stock) YUM 878,000 10,973 0.09%
VANGUARD FTSE ALL-WORLD EX-US    (ETF) VEU 878,000 20,607 0.09%
INTL BUSINESS MACHINES    (Stock) IBM 861,000 7,118 0.09%
VANGUARD INFORMATION TECHNOLOGY    (ETF) VGT 853,000 3,831 0.09%
VANGUARD ENERGY    (ETF) VDE 847,000 18,956 0.09%
SPDR GOLD ETF    (ETF) GLD 846,000 5,337 0.08%
ISHARES RUSSELL 2000 GROWTH INDEX    (ETF) IWO 844,000 4,965 0.08%
GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT    (ETF) 827,000 9,001 0.08%
UTILITIES SELECT SECTOR SPDR    (ETF) XLU 824,000 13,576 0.08%
ISHARES AGGREGATE BOND ETF    (ETF) AGG 823,000 7,024 0.08%
ISHARES RUSSELL 2000 VALUE    (ETF) IWN 801,000 8,938 0.08%
ISHARES TR S&P 1500 INDEX FD    (ETF) ISI 795,000 12,872 0.08%
OTIS WORLDWIDE CORP COM    (Stock) 780,000 15,911 0.08%
INDUSTRIAL SELECT SECTOR SPDR    (ETF) XLI 773,000 12,272 0.08%
FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD    (ETF) FDN 771,000 5,847 0.08%
MERCHANTS BANCORP IND COM    (Stock) 764,000 49,480 0.08%
SCHWAB STRATEGIC TR US LRG CAP ETF    (ETF) SCHX 761,000 11,498 0.08%
KRAFT HEINZ CO COM    (Stock) KHC 705,000 24,995 0.07%
GENERAL ELECTRIC CO COM    (Stock) GE 696,000 97,499 0.07%
AUTOMATIC DATA PROCESSING INC COM    (Stock) ADP 694,000 4,875 0.07%
GENERAL DYNAMICS CORP COM    (Stock) GD 688,000 4,879 0.07%
VANGUARD GROWTH ETF    (ETF) VUG 673,000 4,024 0.07%
COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND    (ETF) 670,000 14,399 0.07%
SCHWAB US LARGE CAP VALUE ETF    (ETF) SCHV 664,000 13,697 0.07%
SIMON PROPERTY GROUP INC    (REIT) SPG 664,000 9,811 0.07%
BIOGEN IDEC INC    (Stock) BIIB 658,000 2,055 0.06%
DELTA AIR LINES INC DEL CMN    (Stock) DAL 650,000 26,737 0.06%
ENBRIDGE INC COM    (Stock) ENB 641,000 22,351 0.06%
ISHARES EDGE MSCI MIN VOL USA ETF    (ETF) USMV 593,000 10,381 0.06%
PROSHARES ULTRA TECHNOLOGY    (ETF) ROM 583,000 4,770 0.06%
CANOPY GROWTH CORP COM    (Stock) 575,000 39,463 0.06%
DIAGEO PLC    (ADR) DEO 573,000 4,299 0.06%
ISHARES AMT-FREE MUNI BOND ETF    (ETF) MUB 567,000 5,013 0.06%
MUTUALFIRST FINANCIAL INC.    (Stock) MFSF 557,000 19,118 0.05%
PRICELINE.COM INC    (Stock) 552,000 390 0.05%
ASSEMBLY BIOSCIENCES INC COM    (Stock) ASMB 550,000 33,514 0.05%
YUM CHINA HLDGS INC COM    (Stock) 547,000 12,018 0.05%
ALLERGAN PLC SHS    (Stock) AGN 543,000 2,980 0.05%
VANGUARD DIVIDEND APPRECIATION INDEX FUND    (ETF) VIG 542,000 4,867 0.05%
BLACKSTONE GROUP LP    (Stock) 541,000 11,158 0.05%
KELLOGG CO COM    (Stock) K 529,000 8,433 0.05%
EXP WORLD HLDGS INC COM    (Stock) 513,000 62,165 0.05%
ISHARES S&P 500 VALUE ETF    (ETF) IVE 511,000 4,854 0.05%
MARATHON PETE CORP    (Stock) MPC 511,000 20,010 0.05%
DISCOVERY COMMUNICATIONS INC NEW COM SER C    (Stock) DISCK 494,000 24,511 0.05%
THERMO FISHER SCIENTIFIC INC COM    (Stock) TMO 478,000 1,519 0.05%
TEXAS INSTRS INC COM    (Stock) TXN 478,000 4,419 0.05%
QUALCOMM INC    (Stock) QCOM 477,000 6,648 0.05%
VANGUARD SMALL CAP ETF    (ETF) VB 476,000 3,794 0.05%
CORESITE RLTY CORP COM    (REIT) COR 472,000 3,912 0.05%
CARRIER GLOBAL CORPORATION COM    (Stock) 470,000 31,855 0.04%
ISHARES US REAL ESTATE ETF    (ETF) IYR 467,000 5,922 0.04%
SOUTHERN CO COM    (Stock) SO 465,000 7,712 0.04%
KIMBERLY CLARK CORP COM    (Stock) KMB 465,000 3,534 0.04%
DOW INC COM    (Stock) 458,000 12,543 0.04%
ADOBE SYS INC    (Stock) ADBE 458,000 1,439 0.04%
FORD MOTOR COMPANY    (Stock) F 456,000 84,938 0.04%
BECTON DICKINSON & CO COM    (Stock) BDX 450,000 1,817 0.04%
NEXTERA ENERGY INC COM    (Stock) NEE 442,000 1,808 0.04%
SPDR S&P 600 SMALL CAP ETF    (ETF) DSC 442,000 8,396 0.04%
HUNTINGTON BANCSHARES INC COM    (Stock) HBAN 436,000 48,419 0.04%
CSX CORP    (Stock) CSX 434,000 6,774 0.04%
ISHARES TR MSCI ACWIINDEX FD    (ETF) ACWI 432,000 6,517 0.04%
INSPIRE MED SYS INC COM    (Stock) 427,000 6,613 0.04%
ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF    (ETF) 426,000 3,840 0.04%
SHOPIFY INC CL A    (Stock) 425,000 1,018 0.04%
BAXTER INTL INC COM    (Stock) BAX 407,000 4,700 0.04%
LOWES COS INC COM    (Stock) LOW 397,000 4,198 0.04%
VANGUARD HIGH DIVIDEND YIELD    (ETF) VYM 393,000 5,124 0.04%
GERMAN AMERICAN BANCORP    (Stock) GABC 393,000 13,442 0.04%
GLAXOSMITHKLINE PLC SPONSORED ADR    (ADR) GSK 391,000 10,140 0.04%
LIBERTY GLOBAL PLC CL C    (Stock) LBTYK 388,000 22,338 0.04%
VANGUARD MID CAP    (ETF) VO 385,000 2,687 0.04%
1 2 3 4 5 6 7 8 9 10 Next >Full Portfolio View
Total Value As 2020-03-31: 940,501,000 SEC FILING
* Portfolios do not reflect changes after reporting
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George Soros

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