Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VALEO FINANCIAL ADVISORS LLC | 04-19-2024 | 03-31-2024 | 689 | 2,905,807,544 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC COM | Stock | 101 | $3,200,455 | 17,732 | 0.00 | 0.00 | 4,929 | 38.50 | 03-31-2024 |
| DANAHER CORP | Stock | 102 | $3,199,390 | 12,812 | 0.00 | 0.00 | 1,152 | 9.88 | 03-31-2024 |
| CITIGROUP INC | Stock | 103 | $3,149,725 | 50,805 | 0.00 | 0.00 | -8,288 | -14.03 | 03-31-2024 |
| VANGUARD TOTAL BOND MARKET ETF | ETF | 104 | $3,111,704 | 42,843 | 0.00 | 0.00 | 13,784 | 47.43 | 03-31-2024 |
