Valued Wealth Advisors LLC Purchases in Q1 2025

Valued Wealth Advisors LLC

  • $167 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
1
+ 2.0%
$258.59 - $327.36 $259 - $327
51 $16M
DE
Deere & CO

Industrials
2
+ 4.88%
$408.57 - $509.27 $817 - $1.02K
43 $20.3M
STLD
Steel Dynamics Inc

Basic Materials
11
+ 9.17%
N/A
131 $16.5M
PFE
Pfizer Inc

Healthcare
110
+ 41.04%
$25.01 - $27.13 $2.75K - $2.98K
378 $9.59M
CSCO
Cisco Systems, Inc.

Technology
6
+ 0.72%
$58.74 - $64.87 $352 - $389
841 $51.9M
SCHW
Schwab Charles Corp

Financial Services
15
+ 5.32%
$71.24 - $83.64 $1.07K - $1.25K
297 $23.2M
C
Citigroup Inc

Financial Services
30
+ 11.19%
$67.23 - $84.63 $2.02K - $2.54K
298 $21.1M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
25
+ 2.27%
$44.72 - $46.25 $1.12K - $1.16K
1.12K $51.8M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
18
New
$106.46 - $114.75 $1.92K - $2.07K
18 $1.98M
Schwab Strategic Tr
73
New
N/A
73 $1.91M
PSNY
Polestar Automotive Holding Uk PLC

Consumer Cyclical
1.8K
New
$1.0 - $1.22 $1.8K - $2.19K
1.8K $1.89M
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.16%
$158.56 - $176.26 $159 - $176
621 $106M
ELV
Elevance Health, Inc.

Healthcare
3
+ 50.0%
$365.9 - $436.25 $1.1K - $1.31K
9 $3.94M
KLAC
Kla Corp

Technology
1
+ 5.26%
$636.62 - $777.63 $637 - $778
20 $13.6M
EBAY
Ebay Inc

Consumer Cyclical
1
+ 0.42%
$61.61 - $70.93 $61.6 - $70.9
239 $16.2M
CTRA
Coterra Energy Inc.

Energy
28
+ 15.22%
$25.51 - $29.83 $714 - $835
212 $6.12M
COF
Capital One Financial Corp

Financial Services
7
+ 9.46%
$163.87 - $209.82 $1.15K - $1.47K
81 $14.6M
EOG
Eog Resources Inc

Energy
2
+ 1.15%
$120.54 - $138.05 $241 - $276
176 $22.5M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
52
New
$22.46 - $23.26 $1.17K - $1.21K
52 $1.21M
BE
Bloom Energy Corp

Industrials
80
+ 44.2%
$19.66 - $29.81 $1.57K - $2.38K
261 $5.13M
DFS
Discover Financial Services

Financial Services
9
+ 6.62%
$152.99 - $203.25 $1.38K - $1.83K
145 $24.7M
LUV
Southwest Airlines CO

Industrials
30
+ 49.18%
$28.18 - $34.84 $845 - $1.05K
91 $3.08M
MET
Metlife Inc

Financial Services
15
+ 12.3%
$77.7 - $87.0 $1.17K - $1.31K
137 $11M
HUM
Humana Inc

Healthcare
3
+ 23.08%
$249.11 - $303.11 $747 - $909
16 $4.25M
BKR
Baker Hughes CO

Energy
1
+ 0.34%
$41.16 - $48.85 $41.2 - $48.9
296 $13M
CNC
Centene Corp

Healthcare
14
+ 17.72%
$55.93 - $65.89 $783 - $922
93 $5.65M
SHW
Sherwin Williams CO

Basic Materials
1
+ 2.33%
$330.16 - $365.55 $330 - $366
44 $15.4M
ALLY
Ally Financial Inc.

Financial Services
19
+ 46.34%
$32.99 - $40.09 $627 - $762
60 $2.2M
PHM
Pultegroup Inc

Consumer Cyclical
16
+ 10.46%
$101.09 - $118.51 $1.62K - $1.9K
169 $17.4M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
5
+ 125.0%
$88.0 - $115.5 $440 - $578
9 $1.03M
Millrose Pptys Inc
23
New
N/A
23 $610K
MSI
Motorola Solutions, Inc.

Technology
2
+ 15.38%
$411.73 - $482.1 $823 - $964
15 $6.59M
IP
International Paper CO

Consumer Cyclical
9
+ 27.27%
$49.38 - $60.09 $444 - $541
42 $2.26M
LYB
Lyondell Basell Industries N.V.

Basic Materials
9
+ 21.95%
$69.82 - $78.67 $628 - $708
50 $3.49M
JBL
Jabil Inc

Technology
5
+ 13.51%
$130.51 - $173.33 $653 - $867
42 $5.74M
WMS
Advanced Drainage Systems, Inc.

Industrials
3
+ 150.0%
$105.29 - $126.99 $316 - $381
5 $544K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
4
+ 400.0%
$80.4 - $106.5 $322 - $426
5 $403K
TFC
Truist Financial Corp

Financial Services
22
+ 6.47%
$39.48 - $48.15 $869 - $1.06K
362 $14.9M
EXP
Eagle Materials Inc

Basic Materials
1
+ 25.0%
$207.49 - $262.13 $207 - $262
5 $1.11M
SKX
Skechers Usa Inc

Consumer Cyclical
2
New
$54.98 - $78.24 $110 - $156
2 $114K
Sandisk Corp
1
New
N/A
1 $48K
CHX
Champion X Corp

Energy
1
+ 20.0%
$27.3 - $31.27 $27.3 - $31.3
6 $180K
L
Loews Corp

Financial Services
0
New
$81.13 - $91.91 $0 - $0
0 $2K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
0
New
$40.79 - $42.32 $0 - $0
0 $5K
HBAN
Huntington Bancshares Inc

Financial Services
5
+ 5.21%
$14.28 - $17.39 $71.4 - $87
101 $1.54M
JBHT
Hunt J B Transport Services Inc

Industrials
1
+ 10.0%
$146.12 - $186.55 $146 - $187
11 $1.63M
KEY
Keycorp

Financial Services
1
+ 1.32%
$15.15 - $18.3 $15.2 - $18.3
77 $1.23M
OKE
Oneok Inc

Energy
1
+ 0.62%
$89.57 - $109.85 $89.6 - $110
162 $16M
ISRG
Intuitive Surgical Inc

Healthcare
1
+ 4.0%
$476.63 - $610.45 $477 - $610
26 $12.9M
Activity Summary
Buys All Purchases 169 New Holdings 42 Increased Positions 127 Sells All Sells 144 Reductions 143 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