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
ETN
Eaton Corp PLC

Industrials
2
+ 1.2%
$272.52 - $333.02 $545 - $666
169 $56M
KMB
Kimberly Clark Corp

Consumer Defensive
23
+ 28.05%
$135.05 - $148.35 $3.11K - $3.41K
105 $15M
ISRG
Intuitive Surgical Inc

Healthcare
5
+ 20.0%
$416.14 - $494.01 $2.08K - $2.47K
30 $14.7M
ZTS
Zoetis Inc.

Healthcare
17
+ 130.77%
$172.58 - $196.48 $2.93K - $3.34K
30 $5.86M
ADBE
Adobe Inc.

Technology
9
+ 32.14%
$508.13 - $586.55 $4.57K - $5.28K
37 $19.2M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
8
+ 18.6%
$460.0 - $505.78 $3.68K - $4.05K
51 $23.7M
GS
Goldman Sachs Group Inc

Financial Services
3
+ 6.25%
$459.02 - $510.25 $1.38K - $1.53K
51 $25.4M
AMGN
Amgen Inc

Healthcare
9
+ 16.36%
$309.38 - $337.38 $2.78K - $3.04K
64 $20.7M
FAST
Fastenal CO

Industrials
3
+ 0.81%
$62.09 - $71.83 $186 - $215
373 $26.6M
TRGP
Targa Resources Corp.

Energy
10
+ 10.2%
$127.86 - $156.46 $1.28K - $1.56K
108 $16M
URI
United Rentals, Inc.

Industrials
2
+ 22.22%
$627.41 - $814.1 $1.25K - $1.63K
11 $8.91M
CTSH
Cognizant Technology Solutions Corp

Technology
29
+ 37.66%
$66.89 - $77.87 $1.94K - $2.26K
106 $8.18M
PKG
Packaging Corp Of America

Consumer Cyclical
6
+ 12.24%
$176.32 - $215.7 $1.06K - $1.29K
55 $11.9M
AXP
American Express CO

Financial Services
3
+ 5.77%
$225.92 - $271.17 $678 - $814
55 $14.9M
TDG
Trans Digm Group Inc

Industrials
2
New
$1202.03 - $1427.41 $2.4K - $2.85K
2 $2.86M
FISV
Fiserv Inc

Technology
10
+ 29.41%
N/A
44 $7.91M
VST
Vistra Corp.

Utilities
14
+ 38.89%
$69.0 - $119.06 $966 - $1.67K
50 $5.93M
LEN
Lennar Corp

Consumer Cyclical
4
+ 7.55%
$142.5 - $192.45 $570 - $770
57 $10.7M
SBUX
Starbucks Corp

Consumer Cyclical
11
+ 12.94%
$72.51 - $98.6 $798 - $1.08K
96 $9.36M
MS
Morgan Stanley

Financial Services
21
+ 29.17%
$92.07 - $106.96 $1.93K - $2.25K
93 $9.71M
EQIX
Equinix Inc

Real Estate
2
+ 28.57%
$749.0 - $890.01 $1.5K - $1.78K
9 $7.99M
USB
Us Bancorp \De\

Financial Services
35
+ 20.11%
$39.04 - $47.23 $1.37K - $1.65K
209 $9.62M
LNG
Cheniere Energy, Inc.

Energy
13
+ 35.14%
$172.24 - $186.09 $2.24K - $2.42K
50 $8.99M
FTNT
Fortinet, Inc.

Technology
21
+ 42.86%
$55.39 - $77.55 $1.16K - $1.63K
70 $5.43M
OKE
Oneok Inc

Energy
7
+ 4.38%
$78.62 - $95.27 $550 - $667
167 $15.2M
MSI
Motorola Solutions, Inc.

Technology
3
+ 23.08%
$385.65 - $450.49 $1.16K - $1.35K
16 $7.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 6.67%
$517.38 - $573.86 $1.03K - $1.15K
32 $18.6M
PM
Philip Morris International Inc.

Consumer Defensive
17
New
$101.25 - $127.45 $1.72K - $2.17K
17 $2.09M
MDLZ
Mondelez International, Inc.

Consumer Defensive
16
+ 16.0%
$64.35 - $75.71 $1.03K - $1.21K
116 $8.6M
UBER
Uber Technologies, Inc

Technology
25
+ 56.82%
$58.48 - $77.47 $1.46K - $1.94K
69 $5.19M
XEL
Xcel Energy Inc

Utilities
16
+ 20.78%
$52.11 - $65.3 $834 - $1.04K
93 $6.12M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
22
New
$77.23 - $87.97 $1.7K - $1.94K
22 $1.93M
CARR
Carrier Global Corp

Industrials
13
+ 27.66%
$61.9 - $80.88 $805 - $1.05K
60 $4.83M
MPWR
Monolithic Power Systems Inc

Technology
2
New
$757.04 - $947.16 $1.51K - $1.89K
2 $1.85M
ANET
Arista Networks, Inc.

Technology
3
+ 15.0%
$311.42 - $388.21 $934 - $1.16K
23 $8.83M
MCO
Moodys Corp

Financial Services
3
+ 42.86%
$421.49 - $494.67 $1.26K - $1.48K
10 $4.75M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2
+ 4.17%
$156.14 - $187.2 $312 - $374
50 $9.25M
C
Citigroup Inc

Financial Services
32
+ 11.94%
$56.11 - $67.61 $1.8K - $2.16K
300 $18.8M
PH
Parker Hannifin Corp

Industrials
2
+ 50.0%
$501.01 - $635.92 $1K - $1.27K
6 $3.79M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
6
+ 20.0%
$210.25 - $231.86 $1.26K - $1.39K
36 $8.03M
TT
Trane Technologies PLC

Industrials
3
+ 33.33%
$314.21 - $388.71 $943 - $1.17K
12 $4.67M
SYF
Synchrony Financial

Financial Services
22
+ 11.4%
$43.77 - $52.22 $963 - $1.15K
215 $10.7M
O
Realty Income Corp

Real Estate
25
+ 833.33%
$52.36 - $63.42 $1.31K - $1.59K
28 $1.78M
APH
Amphenol Corp

Technology
29
+ 19.59%
$58.39 - $70.41 $1.69K - $2.04K
177 $11.6M
PECO
Phillips Edison & Company, Inc.

Real Estate
2
+ 0.68%
$32.1 - $38.93 $64.2 - $77.9
297 $11.2M
GLW
Corning Inc

Technology
4
+ 1.92%
$37.76 - $46.2 $151 - $185
212 $9.59M
IR
Ingersoll Rand Inc.

Industrials
15
New
$86.9 - $100.4 $1.3K - $1.51K
15 $1.47M
EXC
Exelon Corp

Utilities
31
+ 91.18%
$34.24 - $40.55 $1.06K - $1.26K
65 $2.64M
SYK
Stryker Corp

Healthcare
4
New
$315.94 - $371.96 $1.26K - $1.49K
4 $1.45M
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
Track This Portfolio

Track Valued Wealth Advisors LLC Portfolio

Follow Valued Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valued Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valued Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email