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 |
|---|---|---|---|---|---|---|---|---|---|
| SOUTHERN CO COM | Stock | 251 | $1,051,447 | 14,656 | 0.00 | 0.00 | -122 | -0.83 | 03-31-2024 |
| KELLANOVA COM | Stock | 252 | $1,048,176 | 18,296 | 0.00 | 0.00 | -5,029 | -21.56 | 03-31-2024 |
| SPDR GOLD ETF | ETF | 253 | $1,048,143 | 5,095 | 0.00 | 0.00 | 317 | 6.63 | 03-31-2024 |
| VANGUARD DIVIDEND APPRECIATION ETF | ETF | 254 | $1,041,923 | 5,706 | 0.00 | 0.00 | 503 | 9.67 | 03-31-2024 |
