Valued Wealth Advisors LLC Purchases in Q3 2024

Valued Wealth Advisors LLC

  • $154 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVDE
American Centy ETF Tr Avantis

ETFs
8.36K
+ 19.24%
$60.09 - $67.67 $502K - $566K
51.8K $3.47B
DFSD
Dimensional ETF Tr Short Durat

ETFs
10.2K
+ 2.92%
$47.0 - $47.84 $480K - $488K
359K $17.1B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
8.28K
+ 4.94%
$31.05 - $34.29 $257K - $284K
176K $6.03B
AVRE
American Centy ETF Tr Avantis
1.6K
+ 2.42%
$40.95 - $48.28 $65.5K - $77.2K
67.6K $3.19B
DFAT
Dimensional ETF Tr U S Target

ETFs
2.9K
+ 4.08%
$51.0 - $57.07 $148K - $165K
74K $4.12B
FNDC
Schwab Fundamental Intl Small

ETFs
3.81K
+ 8.0%
$33.85 - $38.5 $129K - $147K
51.4K $1.96B
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.22K
+ 228.91%
$59.25 - $65.33 $191K - $211K
4.63K $300M
AAPL
Apple Inc.

Technology
429
+ 12.24%
$207.23 - $234.82 $88.9K - $101K
3.93K $916M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.46K
+ 14.75%
$36.02 - $41.68 $88.4K - $102K
19.1K $789M
IVV
Ishares Core S&P 500 ETF

ETFs
190
+ 46.57%
$520.18 - $576.82 $98.8K - $110K
598 $345M
DFAE
Dimensional ETF Tr

ETFs
1.16K
+ 2.1%
$24.46 - $27.82 $28.3K - $32.2K
56.3K $1.54B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
1.44K
+ 4.51%
$26.43 - $29.86 $37.9K - $42.8K
33.2K $981M
ABBV
Abb Vie Inc.

Healthcare
442
+ 97.79%
$163.84 - $199.33 $72.4K - $88.1K
894 $177M
AVUS
American Centy ETF Tr Avantis

ETFs
8
+ 0.06%
$86.27 - $95.15 $690 - $761
14.4K $1.37B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.24K
New
$44.83 - $47.42 $55.6K - $58.8K
1.24K $58.5M
ISVL
Ishares Tr Intl Developed Smal
762
+ 8.09%
$33.99 - $38.26 $25.9K - $29.2K
10.2K $386M
JNJ
Johnson & Johnson

Healthcare
266
+ 46.42%
$145.48 - $167.38 $38.7K - $44.5K
839 $136M
META
Meta Platforms, Inc.

Communication Services
10
+ 1.61%
$453.41 - $572.44 $4.53K - $5.72K
631 $361M
TSLA
Tesla, Inc.

Consumer Cyclical
52
+ 14.61%
$191.76 - $263.26 $9.97K - $13.7K
408 $107M
IVW
Ishares S&P 500 Growth ETF

ETFs
370
+ 160.17%
$84.77 - $97.13 $31.4K - $35.9K
601 $57.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
397
+ 74.76%
$75.32 - $84.37 $29.9K - $33.5K
928 $77.6M
IVE
Ishares S&P 500 Value ETF

ETFs
179
New
$181.06 - $197.17 $32.4K - $35.3K
179 $35.3M
AFL
Aflac Inc

Financial Services
258
+ 116.74%
$88.52 - $111.8 $22.8K - $28.8K
479 $53.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
51
+ 26.56%
$405.19 - $478.57 $20.7K - $24.4K
243 $112M
ADP
Automatic Data Processing Inc

Industrials
71
+ 21.52%
$233.44 - $279.45 $16.6K - $19.8K
401 $111M
VIG
Vanguard Dividend Appreciation

ETFs
153
+ 133.04%
$182.15 - $182.15 $27.9K - $27.9K
268 $53.4M
PLD
Prologis, Inc.

Real Estate
25
+ 1.23%
$111.95 - $132.43 $2.8K - $3.31K
2.06K $260M
UNH
Unitedhealth Group Inc

Healthcare
29
+ 16.38%
$488.01 - $604.18 $14.2K - $17.5K
206 $121M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1K
New
$28.1 - $29.89 $28.1K - $29.9K
1K $29.9M
WMT
Walmart Inc.

Consumer Defensive
214
+ 23.41%
$66.91 - $81.4 $14.3K - $17.4K
1.13K $91.1M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
303
+ 891.18%
$87.56 - $95.49 $26.5K - $28.9K
337 $32.1M
BMY
Bristol Myers Squibb CO

Healthcare
549
+ 1168.09%
$39.66 - $51.75 $21.8K - $28.4K
596 $30.8M
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.47%
$333.64 - $405.2 $667 - $810
429 $174M
VNQ
Vanguard Specialized Funds Van

ETFs
11
+ 0.6%
$82.97 - $98.97 $913 - $1.09K
1.85K $181M
NFLX
Netflix Inc

Communication Services
30
+ 44.12%
$598.55 - $722.26 $18K - $21.7K
98 $69.5M
NVDA
Nvidia Corp

Technology
237
+ 9.38%
$98.91 - $134.91 $23.4K - $32K
2.76K $336M
AVSF
American Centy ETF Tr Avantis

ETFs
328
+ 5.02%
$45.96 - $47.18 $15.1K - $15.5K
6.86K $323M
T
At&T Inc.

Communication Services
701
+ 42.28%
$18.21 - $22.28 $12.8K - $15.6K
2.36K $51.9M
RTX
Raytheon Technologies Corp

Industrials
57
+ 9.41%
$99.55 - $123.34 $5.67K - $7.03K
663 $80.4M
ABT
Abbott Laboratories

Healthcare
127
+ 78.4%
$100.07 - $118.13 $12.7K - $15K
289 $33M
GILD
Gilead Sciences, Inc.

Healthcare
161
+ 101.9%
$66.59 - $83.99 $10.7K - $13.5K
319 $26.7M
SHW
Sherwin Williams CO

Basic Materials
32
+ 88.89%
$294.65 - $384.0 $9.43K - $12.3K
68 $26M
TJX
Tjx Companies Inc

Consumer Cyclical
115
+ 51.34%
$107.93 - $120.23 $12.4K - $13.8K
339 $39.9M
VZ
Verizon Communications Inc

Communication Services
234
+ 18.95%
$38.89 - $45.0 $9.1K - $10.5K
1.47K $66M
PG
Procter & Gamble CO

Consumer Defensive
61
+ 11.21%
$160.76 - $177.82 $9.81K - $10.8K
605 $105M
TRV
Travelers Companies, Inc.

Financial Services
21
+ 6.77%
$201.87 - $242.35 $4.24K - $5.09K
331 $77.5M
GE
General Electric CO

Industrials
26
+ 9.22%
$156.66 - $189.66 $4.07K - $4.93K
308 $58.2M
PGR
Progressive Corp

Financial Services
35
+ 47.95%
$209.46 - $259.24 $7.33K - $9.07K
108 $27.4M
AVGE
American Centy ETF Tr Avantis
126
+ 20.03%
N/A
755 $55.8M
Activity Summary
Buys All Purchases 248 New Holdings 51 Increased Positions 197 Sells All Sells 148 Reductions 147 Sold out 1 Options Calls 0 Puts 0
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