StockDriftsStockDriftsTop 50 Valeo Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF | 14.35% | 922.5K | $599.9M | -0.97%(-9.00K) | $355.18(+109.69%) | 2026-03-31 | |
| IJR | ISHARES S&P SMALLCAP 600 ETF | 5.72% | 2.12M | $239.3M | -4.16%(-92.12K) | $92.10(+59.04%) | 2026-03-31 | |
| IJH | ISHARES CORE S&P MID CAP ETF | 5.01% | 3.21M | $209.6M | -3.98%(-133.03K) | $60.02(+26.78%) | 2026-03-31 | |
| IEMG | ISHARES CORE MSCI EMERGING MKTS | 4.93% | 2.96M | $206.2M | +0.91%(+26.75K) | $51.75(+54.27%) | 2026-03-31 | |
| PLD | PROLOGIS SHARE BENEFICIAL INT | 3.92% | 1.24M | $163.7M | +45.72%(+388.65K) | $117.56(+18.61%) | 2026-03-31 | |
| IVV | ISHARES S&P 500 INDEX | 3.76% | 320.2K | $157.1M | +1.40%(+4.41K) | $482.46(+55.13%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.19% | 526.1K | $133.5M | -10.54%(-62.01K) | $124.66(+147.58%) | 2026-03-31 | |
| JCPB | JPMORGAN CORE PLUS BOND ETF | 3.07% | 2.91M | $128.1M | +10.57%(+277.74K) | $47.09(-0.75%) | 2026-03-31 | |
| LLY | ELI LILLY & CO COM | 2.9% | 131.6K | $121.1M | -3.51%(-4.79K) | $454.95(+166.82%) | 2026-03-31 | |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 2.72% | 591.7K | $113.5M | -1.39%(-8.33K) | $142.76(+50.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.95% | +51.88% |
| Top 20 Holdings Unweighted | +17.51% | +62.25% |
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