Valued Wealth Advisors LLC Purchases in Q2 2025

Valued Wealth Advisors LLC

  • $192 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FAST
Fastenal CO

Industrials
434
+ 107.16%
$40.65 - $83.16 $17.6K - $36.1K
839 $35.3M
ADP
Automatic Data Processing Inc

Industrials
8
+ 1.81%
$276.76 - $326.81 $2.21K - $2.61K
451 $140M
VEU
Vanguard Ftse All World Ex Us

ETFs
50
New
$54.19 - $67.22 $2.71K - $3.36K
50 $3.36M
GILD
Gilead Sciences, Inc.

Healthcare
32
+ 5.6%
$96.91 - $113.0 $3.1K - $3.62K
603 $66.8M
Blackrock Inc
1
+ 4.35%
N/A
24 $24.7M
HIG
Hartford Financial Services Group, Inc.

Financial Services
13
+ 5.37%
$109.83 - $131.67 $1.43K - $1.71K
255 $32.5M
ADBE
Adobe Inc.

Technology
6
+ 26.09%
$340.0 - $420.68 $2.04K - $2.52K
29 $11.4M
INTC
Intel Corp

Technology
105
+ 283.78%
$18.13 - $22.69 $1.9K - $2.38K
142 $3.18M
LNG
Cheniere Energy, Inc.

Energy
6
+ 9.09%
$197.25 - $244.33 $1.18K - $1.47K
72 $17.6M
TPR
Tapestry, Inc.

Consumer Cyclical
1
+ 0.9%
$60.6 - $87.81 $60.6 - $87.8
112 $9.79M
PYPL
Pay Pal Holdings, Inc.

Financial Services
21
+ 80.77%
$57.41 - $74.81 $1.21K - $1.57K
47 $3.49M
AIG
American International Group, Inc.

Financial Services
27
+ 6.31%
$77.56 - $87.72 $2.09K - $2.37K
455 $39M
EBAY
Ebay Inc

Consumer Cyclical
1
+ 0.42%
$59.52 - $79.36 $59.5 - $79.4
240 $17.9M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2
+ 0.78%
$45.98 - $56.15 $92 - $112
260 $14.6M
BE
Bloom Energy Corp

Industrials
16
+ 6.13%
$16.32 - $23.92 $261 - $383
277 $6.63M
IBKR
Interactive Brokers Group, Inc.

Financial Services
72
+ 300.0%
$50.53 - $212.53 $3.64K - $15.3K
96 $5.32M
WM
Waste Management Inc

Industrials
9
+ 2.54%
$216.47 - $242.1 $1.95K - $2.18K
363 $83.1M
CME
Cme Group Inc.

Financial Services
3
+ 12.5%
$252.37 - $290.71 $757 - $872
27 $7.55M
CF
Cf Industries Holdings, Inc.

Basic Materials
1
+ 1.28%
$68.47 - $102.48 $68.5 - $102
79 $7.23M
MDLZ
Mondelez International, Inc.

Consumer Defensive
16
New
$63.54 - $68.5 $1.02K - $1.1K
16 $1.09M
MDT
Medtronic PLC

Healthcare
11
+ 32.35%
$80.68 - $88.86 $887 - $977
45 $3.96M
SYK
Stryker Corp

Healthcare
2
+ 66.67%
$337.37 - $395.63 $675 - $791
5 $1.99M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2
+ 3.57%
$149.76 - $186.42 $300 - $373
58 $10.8M
SO
Southern CO

Utilities
10
+ 33.33%
$84.91 - $92.56 $849 - $926
40 $3.64M
EXC
Exelon Corp

Utilities
24
+ 30.0%
$42.2 - $47.37 $1.01K - $1.14K
104 $4.52M
DRI
Darden Restaurants Inc

Consumer Cyclical
1
+ 1.54%
$186.58 - $225.78 $187 - $226
66 $14.3M
Invesco Galaxy Bitcoin ETF
6
New
N/A
6 $646K
BHF
Brighthouse Financial, Inc.

Financial Services
12
New
$47.29 - $61.15 $567 - $734
12 $646K
XEL
Xcel Energy Inc

Utilities
12
+ 12.0%
$65.65 - $72.39 $788 - $869
112 $7.72M
STT
State Street Corp

Financial Services
1
+ 3.7%
$75.33 - $106.34 $75.3 - $106
28 $2.93M
MCD
Mcdonalds Corp

Consumer Cyclical
5
+ 9.26%
$285.55 - $321.23 $1.43K - $1.61K
59 $17.3M
SBUX
Starbucks Corp

Consumer Cyclical
11
+ 11.11%
$79.69 - $99.41 $877 - $1.09K
110 $10.1M
RDVY
First Trust Rising Dividend Ac

ETFs
1
+ 1.08%
$51.6 - $62.74 $51.6 - $62.7
94 $5.88M
CTVA
Corteva, Inc.

Basic Materials
1
+ 3.23%
$55.52 - $74.53 $55.5 - $74.5
32 $2.35M
DAL
Delta Air Lines, Inc.

Industrials
6
+ 60.0%
$35.88 - $52.99 $215 - $318
16 $790K
DHI
Horton D R Inc

Consumer Cyclical
1
+ 0.94%
$115.1 - $129.63 $115 - $130
107 $13.8M
EQH
Equitable Holdings, Inc.

Financial Services
1
+ 1.79%
$43.98 - $56.1 $44 - $56.1
57 $3.17M
KO
Coca Cola CO

Consumer Defensive
8
+ 2.29%
$68.37 - $73.9 $547 - $591
357 $25.4M
ALLY
Ally Financial Inc.

Financial Services
1
+ 1.67%
$30.09 - $38.95 $30.1 - $39
61 $2.37M
DVN
Devon Energy Corp

Energy
8
+ 36.36%
$26.8 - $37.92 $214 - $303
30 $965K
OMF
One Main Holdings, Inc.

Financial Services
1
+ 9.09%
$40.42 - $57.0 $40.4 - $57
12 $659K
VFC
V F Corp

Consumer Cyclical
1
New
$9.74 - $16.39 $9.74 - $16.4
1 $12K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
0
New
$41.1 - $42.37 $0 - $0
0 $6K
L
Loews Corp

Financial Services
0
New
$80.89 - $92.09 $0 - $0
0 $2K
DECK
Deckers Outdoor Corp

Consumer Cyclical
2
+ 8.33%
$100.44 - $129.37 $201 - $259
26 $2.68M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
4
+ 10.53%
$212.1 - $244.27 $848 - $977
42 $9.21M
PHG
Koninklijke Philips Nv

Healthcare
6
+ 3.75%
$21.67 - $25.64 $130 - $154
166 $3.98M
GNTX
Gentex Corp

Consumer Cyclical
1
+ 0.98%
$20.83 - $23.52 $20.8 - $23.5
103 $2.26M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
9
+ 900.0%
$105.72 - $1416.0 $951 - $12.7K
10 $1.12M
Activity Summary
Buys All Purchases 109 New Holdings 12 Increased Positions 97 Sells All Sells 183 Reductions 183 Sold out 0 Options Calls 0 Puts 0
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