Values Added Financial LLC Purchases and Sells in Q1 2025

Values Added Financial LLC

$180 Billion
Q1 2025

Top Buys

Incresed Positions

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPAB	73.6K + 30.22%	$24.73 - $25.62 $1.82M - $1.88M	317K $8.1B
BND	20.8K + 10.96%	$71.17 - $73.66 $1.48M - $1.53M	210K $15.4B
SCHZ	60.4K + 97.83%	$22.46 - $23.26 $1.36M - $1.4M	122K $2.83B
SPDW	19.8K + 6.66%	$33.84 - $37.77 $669K - $746K	317K $11.5B
MKL	447 + 42.01%	$1660.14 - $2059.83 $742K - $921K	1.51K $2.82B
ESGD	10.3K + 42.6%	$75.32 - $84.77 $773K - $871K	34.4K $2.81B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WELL	1.44K New	$124.05 - $156.86 $179K - $226K	1.44K $221M
EWU	5.76K New	$33.37 - $38.01 $192K - $219K	5.76K $216M
NFLX	226 New	$828.4 - $1058.6 $187K - $239K	226 $211M
SPMD	4.06K New	$50.21 - $57.73 $204K - $234K	4.06K $208M
IXN	2.71K New	$75.73 - $88.4 $205K - $239K	2.71K $205M

Top Sells

Reduced Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTEB	-11.3K - 9.5%	$49.25 - $50.66 $555K - $571K	107K $5.33B
SCHA	-7.35K - 5.56%	$23.16 - $27.04 $170K - $199K	125K $2.93B
MSFT	-448 - 6.49%	$375.39 - $447.2 $168K - $200K	6.46K $2.43B
VEA	-22.4K - 9.85%	$47.4 - $52.99 $1.06M - $1.19M	205K $10.4B
SPTM	-2.65K - 3.62%	$67.03 - $74.61 $178K - $198K	70.5K $4.8B
VWO	-11.8K - 11.25%	$42.5 - $46.71 $502K - $552K	93.2K $4.22B

Activity Summary All Purchases 70 New Holdings 5 Increased Positions 65 All Sells 38 Reductions 38 Sold out 0 Calls 0 Puts 0

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