Valeo Financial Advisors’s Applied Digital APLD Stock Holding History

Valeo Financial Advisors’s Portfolio APLD Stock Details APLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$432K	Sell	11,570 -97	-0.8%	-$3.74K	0.01%	494
2026 Q1	$277K	Buy	11,667 +134	+1%	+$4.2K	0.01%	585
2025 Q4	$283K	Buy	11,533 +2,685	+30%	+$77.3K	0.01%	644
2025 Q3	$203K	Buy	+8,848	New	+$131K	﹤0.01%	754

Other funds holding APLD

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return