Valued Wealth Advisors LLC Incresed Positions in Q1 2025

Valued Wealth Advisors LLC

  • $167 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
5
+ 3.18%
$217.4 - $264.74 $1.09K - $1.32K
162 $40.2M
MELI
Mercadolibre Inc

Consumer Cyclical
2
+ 28.57%
$1739.0 - $2260.0 $3.48K - $4.52K
9 $17.6M
HIG
Hartford Financial Services Group, Inc.

Financial Services
19
+ 8.52%
$106.31 - $123.73 $2.02K - $2.35K
242 $30.1M
VIG
Vanguard Dividend Appreciation

ETFs
31
+ 11.52%
N/A
300 $58.3M
MU
Micron Technology Inc

Technology
49
+ 18.49%
$86.89 - $109.38 $4.26K - $5.36K
314 $27.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
46
+ 33.09%
$120.29 - $134.6 $5.53K - $6.19K
185 $22.6M
Linde PLC
1
+ 1.23%
N/A
82 $38.3M
TJX
Tjx Companies Inc

Consumer Cyclical
32
+ 6.65%
$112.81 - $126.16 $3.61K - $4.04K
513 $62.4M
APD
Air Products & Chemicals, Inc.

Basic Materials
11
+ 5.53%
$283.24 - $338.07 $3.12K - $3.72K
210 $62M
KO
Coca Cola CO

Consumer Defensive
8
+ 2.35%
$60.81 - $72.32 $486 - $579
349 $25.2M
TRGP
Targa Resources Corp.

Energy
6
+ 5.36%
$178.44 - $217.22 $1.07K - $1.3K
118 $23.7M
GE
General Electric CO

Industrials
5
+ 6.67%
$168.59 - $212.13 $843 - $1.06K
80 $16.1M
IVE
Ishares S&P 500 Value ETF

ETFs
18
+ 52.94%
$185.78 - $198.58 $3.34K - $3.57K
52 $9.91M
META
Meta Platforms, Inc.

Communication Services
13
+ 2.78%
$576.36 - $736.67 $7.49K - $9.58K
481 $277M
ACGL
Arch Capital Group Ltd.

Financial Services
30
+ 28.3%
$88.13 - $96.94 $2.64K - $2.91K
136 $13.1M
NUE
Nucor Corp

Basic Materials
26
+ 70.27%
$114.48 - $142.52 $2.98K - $3.71K
63 $7.62M
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
TSCO
Tractor Supply CO

Consumer Cyclical
29
+ 19.33%
$51.66 - $57.94 $1.5K - $1.68K
179 $9.85M
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
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
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
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
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