Values Added Financial LLC Purchases in Q3 2024

Values Added Financial LLC

  • $159 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MCO
Moodys Corp

Financial Services
2
+ 0.27%
$421.49 - $494.67 $843 - $989
750 $356M
ICE
Intercontinental Exchange, Inc.

Financial Services
1
+ 0.06%
$136.93 - $162.81 $137 - $163
1.68K $270M
ABT
Abbott Laboratories

Healthcare
124
+ 5.38%
$100.07 - $118.13 $12.4K - $14.6K
2.43K $277M
V
Visa Inc.

Financial Services
11
+ 0.45%
$253.74 - $291.56 $2.79K - $3.21K
2.43K $668M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
297
+ 5.24%
$38.03 - $42.06 $11.3K - $12.5K
5.97K $250M
NVDA
Nvidia Corp

Technology
389
+ 4.74%
$98.91 - $134.91 $38.5K - $52.5K
8.59K $1.04B
TXN
Texas Instruments Inc

Technology
48
+ 3.15%
$194.6 - $194.6 $9.34K - $9.34K
1.57K $325M
UNP
Union Pacific Corp

Industrials
28
+ 2.74%
$221.78 - $256.09 $6.21K - $7.17K
1.05K $259M
AVGO
Broadcom Inc.

Technology
1.44K
+ 920.51%
$136.27 - $1745.86 $196K - $2.51M
1.59K $275M
PEP
Pepsico Inc

Consumer Defensive
39
+ 2.28%
$161.9 - $179.3 $6.31K - $6.99K
1.75K $297M
CHD
Church & Dwight CO Inc

Consumer Defensive
16
+ 0.45%
$98.01 - $106.59 $1.57K - $1.71K
3.54K $371M
INTU
Intuit Inc

Technology
4
+ 0.96%
$602.97 - $670.49 $2.41K - $2.68K
419 $260M
AMZN
Amazon Com Inc

Consumer Cyclical
111
+ 0.85%
$161.02 - $200.0 $17.9K - $22.2K
13.1K $2.45B
GOOGL
Alphabet Inc.

Communication Services
166
+ 1.69%
$148.65 - $191.18 $24.7K - $31.7K
9.97K $1.65B
GOOG
Alphabet Inc.

Communication Services
40
+ 0.46%
$149.54 - $192.66 $5.98K - $7.71K
8.67K $1.45B
EW
Edwards Lifesciences Corp

Healthcare
23
+ 0.25%
$59.7 - $93.78 $1.37K - $2.16K
9.35K $617M
Activity Summary
Buys All Purchases 67 New Holdings 17 Increased Positions 50 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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