41. Valeo Financial Advisors

Rank: 41
Location: Carmel, IN
Website: www.valeofinancial.com

ALL ETF Holdings

$8,944,535,606

Total AUM

$2,123,112,641

Total ETF Assets

18,918

Total Accounts

Firm Data Courtesy of RIA Database



Top 5 ETF Holdings
  1. SPY: $556,564,744
  2. IJR: $232,173,028
  3. IJH: $195,615,112
  4. IEMG: $141,920,054
  5. RSP: $114,863,239
Top 5 ETF Sectors
  1. Large Cap Growth Equities
  2. Small Cap Growth Equities
  3. Mid Cap Growth Equities
  4. Emerging Markets Equities
  5. Government Bonds
Top 5 ETF Issuers
  1. iShares
  2. Invesco
  3. Vanguard
  4. JPMorgan
  5. Fidelity


Top 20 ETF Holdings

ETF Ownership – By Year

ETF Ownership – By Quarter

Notes:
• ETF data as of December 31, 2024.
• Assets under management are as reported on the firm’s form ADV Part I as of March 31st of any given year.


For details on how firms qualified for this list, please see our Methodology.



https://www.valeofinancial.com 2025 Top 50 ETF Power Users