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
PLTR
Palantir Technologies Inc.

Technology
19
New
$24.09 - $37.95 $458 - $721
19 $707K
WPC
W. P. Carey Inc.

Real Estate
11
New
$54.63 - $63.96 $601 - $704
11 $695K
DGX
Quest Diagnostics Inc

Healthcare
3
+ 27.27%
$137.09 - $137.09 $411 - $411
14 $2.17M
CHTR
Charter Communications, Inc.

Communication Services
2
New
$290.56 - $383.07 $581 - $766
2 $649K
FTV
Fortive Corp

Technology
1
+ 0.77%
$67.01 - $79.2 $67 - $79.2
131 $10.3M
TSN
Tyson Foods, Inc.

Consumer Defensive
10
+ 333.33%
$55.91 - $65.87 $559 - $659
13 $775K
Ferguson Enterprises Inc
3
New
N/A
3 $599K
KHC
Kraft Heinz CO

Consumer Defensive
14
+ 40.0%
$31.86 - $36.13 $446 - $506
49 $1.72M
NEM
Newmont Corp

Basic Materials
7
+ 38.89%
$41.65 - $55.85 $292 - $391
25 $1.34M
AES
Aes Corp

Utilities
23
+ 74.19%
$16.18 - $20.07 $372 - $462
54 $1.09M
HUBS
Hubspot Inc

Technology
1
New
$450.09 - $592.58 $450 - $593
1 $532K
EMR
Emerson Electric CO

Industrials
8
+ 1.81%
$98.19 - $118.87 $786 - $951
449 $49.1M
ALGN
Align Technology Inc

Healthcare
2
New
$204.03 - $257.2 $408 - $514
2 $509K
FSLR
First Solar, Inc.

Technology
2
New
$205.36 - $255.78 $411 - $512
2 $499K
CLX
Clorox CO

Consumer Defensive
3
New
$131.73 - $166.97 $395 - $501
3 $489K
IVT
Inven Trust Properties Corp.

Real Estate
1
+ 0.79%
$24.41 - $29.87 $24.4 - $29.9
127 $3.64M
Labcorp Holdings Inc
2
+ 100.0%
N/A
4 $903K
BE
Bloom Energy Corp

Industrials
62
+ 52.1%
$9.75 - $15.28 $605 - $947
181 $1.91M
ALLY
Ally Financial Inc.

Financial Services
16
+ 44.44%
$32.67 - $45.01 $523 - $720
52 $1.85M
MDB
Mongo Db, Inc.

Technology
1
+ 14.29%
$221.5 - $296.69 $222 - $297
8 $2.16M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
2
+ 66.67%
$194.69 - $239.18 $389 - $478
5 $1.05M
MSTR
Microstrategy Inc

Technology
2
New
$114.3 - $1800.09 $229 - $3.6K
2 $338K
CNP
Centerpoint Energy Inc

Utilities
11
+ 84.62%
$25.63 - $30.55 $282 - $336
24 $707K
JBHT
Hunt J B Transport Services Inc

Industrials
1
+ 11.11%
$155.54 - $176.97 $156 - $177
10 $1.72M
LYB
Lyondell Basell Industries N.V.

Basic Materials
2
+ 1.16%
$92.56 - $99.46 $185 - $199
174 $16.7M
ELV
Elevance Health, Inc.

Healthcare
2
+ 5.0%
$500.12 - $562.29 $1K - $1.12K
42 $21.9M
DG
Dollar General Corp

Consumer Defensive
2
+ 200.0%
$80.41 - $132.42 $161 - $265
3 $254K
Amentum Holdings Inc
3
New
N/A
3 $97K
New York Cmnty Bancorp Inc
7
New
N/A
7 $79K
LUV
Southwest Airlines CO

Industrials
1
+ 2.94%
$23.7 - $29.93 $23.7 - $29.9
35 $1.04M
FTI
Technip Fmc PLC

Energy
1
+ 1.67%
$23.46 - $29.5 $23.5 - $29.5
61 $1.6M
WRB
Berkley W R Corp

Financial Services
2
+ 50.0%
$51.54 - $79.62 $103 - $159
6 $341K
L
Loews Corp

Financial Services
0
New
$73.76 - $81.96 $0 - $0
0 $1K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
0
New
$41.34 - $43.55 $0 - $0
0 $5K
MOS
Mosaic CO

Basic Materials
1
+ 2.22%
$24.54 - $30.61 $24.5 - $30.6
46 $1.23M
OKTA
Okta, Inc.

Technology
4
+ 21.05%
$71.0 - $100.39 $284 - $402
23 $1.71M
KLAC
Kla Corp

Technology
1
+ 5.56%
$696.17 - $892.35 $696 - $892
19 $14.7M
SNPS
Synopsys Inc

Technology
2
+ 14.29%
$463.97 - $621.3 $928 - $1.24K
16 $8.1M
BA
Boeing CO

Industrials
5
+ 15.15%
$152.04 - $190.6 $760 - $953
38 $5.78M
MRNA
Moderna, Inc.

Healthcare
5
+ 45.45%
$63.64 - $125.14 $318 - $626
16 $1.07M
HON
Honeywell International Inc

Industrials
7
+ 2.34%
$196.73 - $220.21 $1.38K - $1.54K
306 $63.3M
FDX
Fedex Corp

Industrials
1
+ 3.03%
$254.64 - $313.52 $255 - $314
34 $9.34M
WM
Waste Management Inc

Industrials
6
+ 1.69%
$196.96 - $223.45 $1.18K - $1.34K
360 $74.7M
DECK
Deckers Outdoor Corp

Consumer Cyclical
18
+ 300.0%
$150.73 - $974.56 $2.71K - $17.5K
24 $3.83M
MCK
Mckesson Corp

Healthcare
2
+ 4.88%
$479.06 - $630.38 $958 - $1.26K
43 $21.3M
WSM
Williams Sonoma Inc

Consumer Cyclical
8
+ 23.53%
$128.47 - $280.94 $1.03K - $2.25K
42 $6.51M
AVGO
Broadcom Inc.

Technology
684
+ 804.71%
$136.27 - $1745.86 $93.2K - $1.19M
769 $133M
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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