Valued Wealth Advisors LLC Portfolio Holdings

Valued Wealth Advisors LLC

  • $167 Billion
  • Q1 2025

Valued Wealth Advisors LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $167 Billion distributed in 665 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $29.9B, Dimensional ETF Tr with a value of $21.7B, Dimensional ETF Tr Short Durat with a value of $20.4B, American Centy ETF Tr Avantis with a value of $18.4B, and American Centy ETF Tr Avantis with a value of $10.9B.

Examining the 13F form we can see an increase of $7B in the current position value, from $160B to 167B. Also it can be appreciated an additional of 42 stocks purchases and 1 closed positions.

Valued Wealth Advisors LLC is based out at Holladay, UT

Below you can find more details about Valued Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $167 Billion
ETFs: $143 Billion
Technology: $2.4 Billion
Financial Services: $1.39 Billion
Industrials: $1.08 Billion
Communication Services: $973 Million
Healthcare: $937 Million
Consumer Cyclical: $924 Million
Energy: $595 Million
Other: $958 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29.9 Billion 17.96% of portfolio
778,393
Q1 2025 Added 4.73%
$0
$21.7 Billion 13.02% of portfolio
694,793
Q1 2025 Added 5.55%
$0
$20.4 Billion 12.27% of portfolio
430,243
Q1 2025 Added 4.36%
$0
$18.4 Billion 11.05% of portfolio
211,180
Q1 2025 Added 2.99%
$0
$10.9 Billion 6.56% of portfolio
156,821
Q1 2025 Added 4.65%
$0
$9.61 Billion 5.77% of portfolio
159,603
Q1 2025 Added 7.36%
$0
$9.57 Billion 5.74% of portfolio
146,765
Q1 2025 Added 4.87%
$0
$5.3 Billion 3.18% of portfolio
160,711
Q1 2025 Reduced 0.72%
$0
$4.04 Billion 2.42% of portfolio
78,403
Q1 2025 Added 0.68%
$0
$3.59 Billion 2.16% of portfolio
54,186
Q1 2025 Added 3.04%
$0
$3.29 Billion 1.97% of portfolio
76,378
Q1 2025 Added 9.0%
$0
$2.13 Billion 1.28% of portfolio
51,592
Q1 2025 Added 12.79%
$0
$1.79 Billion 1.07% of portfolio
59,061
Q1 2025 Added 14.85%
$0
$1.79 Billion 1.07% of portfolio
49,431
Q1 2025 Reduced 14.47%
$0
$1.73 Billion 1.04% of portfolio
18,751
Q1 2025 Added 29.12%
$0
$1.59 Billion 0.96% of portfolio
61,592
Q1 2025 Reduced 8.06%
$0
$1.33 Billion 0.8% of portfolio
26,400
Q1 2025 Added 47.92%
$0
$891 Million 0.53% of portfolio
22,640
Q1 2025 Added 13.26%
$0
$847 Million 0.51% of portfolio
22,840
Q1 2025 Added 106.04%
$3.42T
$803 Million 0.48% of portfolio
3,616
Q1 2025 Reduced 15.12%
$0
$710 Million 0.43% of portfolio
11,890
Q1 2025 Added 111.91%
$0
$684 Million 0.41% of portfolio
17,367
Q1 2025 Reduced 0.76%
$0
$622 Million 0.37% of portfolio
1,107
Q1 2025 Added 11.71%
$0
$594 Million 0.36% of portfolio
21,095
Q1 2025 New
$2.95T
$549 Million 0.33% of portfolio
1,461
Q1 2025 Reduced 8.23%
$0
$447 Million 0.27% of portfolio
20,760
Q1 2025 Reduced 0.77%
$0
$445 Million 0.27% of portfolio
16,128
Q1 2025 Added 4.59%
$0
$314 Million 0.19% of portfolio
5,186
Q1 2025 Reduced 57.2%
$440B
$275 Million 0.17% of portfolio
2,314
Q1 2025 Reduced 1.28%
$0
$279 Million 0.17% of portfolio
3,003
Q1 2025 Added 1.59%
$1.88T
$283 Million 0.17% of portfolio
1,490
Q1 2025 Reduced 10.83%
$1.25T
$277 Million 0.17% of portfolio
481
Q1 2025 Added 2.78%
$0
$233 Million 0.14% of portfolio
846
Q1 2025 Reduced 0.12%
$0
$211 Million 0.13% of portfolio
1,742
Q1 2025 Reduced 0.51%
$0
$199 Million 0.12% of portfolio
1,907
Q4 2024 Added 1.65%
$271B
$189 Million 0.11% of portfolio
1,744
Q1 2025 Reduced 20.66%
$718B
$185 Million 0.11% of portfolio
753
Q4 2024 Reduced 13.75%
$440B
$175 Million 0.1% of portfolio
185
Q1 2025 Reduced 6.57%
$0
$170 Million 0.1% of portfolio
2,759
Q1 2025 Reduced 0.61%
$0
$159 Million 0.1% of portfolio
339
Q4 2024 Added 16,850.0%
$0
$159 Million 0.1% of portfolio
1,755
Q1 2025 Added 6.43%
$694B
$150 Million 0.09% of portfolio
282
Q1 2025 Added 14.17%
$125B
$136 Million 0.08% of portfolio
443
Q1 2025 Added 7.26%
$0
$129 Million 0.08% of portfolio
1,403
Q1 2025 Added 316.32%
$957B
$139 Million 0.08% of portfolio
896
Q1 2025 Reduced 22.63%
$0
$138 Million 0.08% of portfolio
798
Q4 2024 Added 3,700.0%
$565B
$118 Million 0.07% of portfolio
338
Q1 2025 Added 12.29%
$197B
$124 Million 0.07% of portfolio
4,390
Q1 2025 Added 23.28%
$264B
$111 Million 0.07% of portfolio
1,260
Q1 2025 Reduced 3.74%

Summary

  • Portfolio
  • No. of Stocks 665
  • Current Value $167 Billion
  • Prior Value $160 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 42 stocks
  • Additional Purchases 127 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 143 stocks
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