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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P REGIONAL BANKING ETF | ETF | 451 | $476,518 | 9,477 | 0.00 | 0.00 | 298 | 3.25 | 03-31-2024 |
| GENUINE PARTS CO COM | Stock | 452 | $475,998 | 3,072 | 0.00 | 0.00 | 39 | 1.29 | 03-31-2024 |
| ISHARES DJ US TECHNOLOGY | ETF | 453 | $474,026 | 3,510 | 0.00 | 0.00 | -242 | -6.45 | 03-31-2024 |
| JOHNSON CTLS INC | Stock | 454 | $473,978 | 7,256 | 0.00 | 0.00 | 1,199 | 19.80 | 03-31-2024 |
