The Rise and Fall of Holdings: Comparing Valeo Financial Advisors, LLC Q4 2022 and Q1 2023
Ava Hoppe | 9 May, 2023
Valeo Financial Advisors, LLC recently filed their 13F report, detailing their holdings for Q4 2022 and Q1 2023. The report shows that Valeo Financial Advisors, LLC has made some significant changes in their portfolio over the past three months, with some positions being increased while others were reduced or eliminated entirely.
One of the notable changes made by Valeo Financial Advisors, LLC is the increase in shares of SPDR S&P 500 ETF (SPY) from 871,641 in Q4 2022 to 963,453 in Q1 2023. The value of their shares also increased by 11.2%, from $327,790 to $364,513. This increase shows that Valeo Financial Advisors, LLC believes in the strength of the S&P 500 and is bullish on the market's future.
Another position that saw substantial growth in Q1 2023 is their Apple Inc. (AAPL) holdings. They now own 660,152 shares, up from 587,118 in Q4 2022, and the value of their shares increased by 44%, from $70,600 to $101,633. This increase in Apple Inc. shares shows that Valeo Financial Advisors, LLC believes in the company's long-term growth potential, despite recent concerns about supply chain disruption and chip shortages.
In contrast, Valeo Financial Advisors, LLC reduced their holdings in Pfizer Inc. (PFE) by 20.9% in Q1 2023. They now own 211,794 shares, down from 213,205 in Q4 2022, and the value of their shares decreased by $2,283, from $10,924 to $8,641. This reduction in holdings could be due to concerns about the company's long-term growth potential or changes in their investment strategy.
Some other positions that saw significant changes in Q1 2023 were Tesla Motors Inc. (TSLA), whose shares were increased by 56% from 38,458 to 58,463, and NVIDIA Corp (NVDA), whose shares increased by 32% from 35,255 to 43,143. On the other hand, Valeo Financial Advisors, LLC sold all their holdings in Sunoco LP (SUN), and their shares in AT&T Inc. (T) reduced by 18%.
In conclusion, the Valeo Financial Advisors, LLC Q4 2022 and Q1 2023 comparison shows that they made several significant changes in their holdings over the past three months. The firm appears to be bullish on companies like SPDR S&P 500 ETF and Apple Inc. and sees potential in Tesla Motors Inc. and NVIDIA Corp. However, they also appear to have concerns about some companies' long-term growth potential, like Pfizer Inc. The report provides insight into Valeo's investment strategy, and it will be interesting to see how their holdings evolve in the coming months.
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