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 |
|---|---|---|---|---|---|---|---|---|---|
| BANK AMERICA CORP COM | Stock | 51 | $7,400,916 | 195,172 | 0.00 | 0.00 | -2,802 | -1.42 | 03-31-2024 |
| UNITEDHEALTH GROUP | Stock | 52 | $7,255,852 | 14,667 | 0.00 | 0.00 | 191 | 1.32 | 03-31-2024 |
| MCDONALDS CORP COM | Stock | 53 | $7,017,062 | 24,888 | 0.00 | 0.00 | -108 | -0.43 | 03-31-2024 |
| ISHARES MSCI EMERGING MARKETS ETF | ETF | 54 | $6,973,892 | 169,764 | 0.00 | 0.00 | -29,825 | -14.94 | 03-31-2024 |
