Valued Wealth Advisors LLC Incresed Positions in Q3 2024

Valued Wealth Advisors LLC

  • $154 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HIG
Hartford Financial Services Group, Inc.

Financial Services
58
+ 28.02%
$98.71 - $117.61 $5.73K - $6.82K
265 $31.2M
NEE
Nextera Energy Inc

Utilities
32
+ 5.73%
$69.9 - $84.97 $2.24K - $2.72K
590 $49.9M
AEP
American Electric Power CO Inc

Utilities
100
+ 5000.0%
$87.11 - $104.95 $8.71K - $10.5K
102 $10.5M
CB
Chubb LTD

Financial Services
26
+ 33.33%
$252.51 - $292.2 $6.57K - $7.6K
104 $30.1M
PAYX
Paychex Inc

Industrials
65
+ 73.86%
$116.17 - $135.19 $7.55K - $8.79K
153 $20.5M
ORCL
Oracle Corp

Technology
25
+ 13.02%
$125.9 - $170.35 $3.15K - $4.26K
217 $37M
BK
Bank Of New York Mellon Corp

Financial Services
114
+ 87.02%
$59.54 - $72.17 $6.79K - $8.23K
245 $17.6M
PANW
Palo Alto Networks Inc

Technology
26
+ 173.33%
$294.18 - $368.01 $7.65K - $9.57K
41 $14M
V
Visa Inc.

Financial Services
20
+ 7.43%
$253.74 - $291.56 $5.07K - $5.83K
289 $79.5M
Ge Healthcare Technologies I
7
+ 1.43%
N/A
497 $46.6M
AMT
American Tower Corp

Real Estate
4
+ 2.0%
$192.27 - $242.73 $769 - $971
204 $47.4M
NSC
Norfolk Southern Corp

Industrials
23
+ 34.33%
$213.75 - $259.69 $4.92K - $5.97K
90 $22.3M
KO
Coca Cola CO

Consumer Defensive
75
+ 25.86%
$62.69 - $73.01 $4.7K - $5.48K
365 $26.3M
TMUS
T Mobile Us, Inc.

Communication Services
17
+ 12.14%
$175.14 - $206.36 $2.98K - $3.51K
157 $32.4M
ACGL
Arch Capital Group Ltd.

Financial Services
52
+ 40.94%
$94.47 - $114.25 $4.91K - $5.94K
179 $20M
CMI
Cummins Inc

Industrials
17
+ 73.91%
$266.63 - $326.4 $4.53K - $5.55K
40 $13M
NOW
Service Now, Inc.

Technology
4
+ 15.38%
$730.87 - $937.36 $2.92K - $3.75K
30 $26.8M
Ge Vernova Inc
3
+ 4.55%
N/A
69 $17.6M
TXN
Texas Instruments Inc

Technology
2
+ 0.42%
$194.6 - $194.6 $389 - $389
477 $98.5M
DHI
Horton D R Inc

Consumer Cyclical
1
+ 0.85%
$135.21 - $197.06 $135 - $197
118 $22.5M
CMCSA
Comcast Corp

Communication Services
47
+ 3.17%
$37.33 - $41.78 $1.75K - $1.96K
1.53K $63.9M
PHM
Pultegroup Inc

Consumer Cyclical
4
+ 2.72%
$103.95 - $144.98 $416 - $580
151 $21.7M
IBM
International Business Machines Corp

Technology
13
+ 24.07%
$175.1 - $223.38 $2.28K - $2.9K
67 $14.8M
LOW
Lowes Companies Inc

Consumer Cyclical
8
+ 12.5%
$213.3 - $270.78 $1.71K - $2.17K
72 $19.4M
ITW
Illinois Tool Works Inc

Industrials
3
+ 1.66%
$233.14 - $263.97 $699 - $792
184 $48.5M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
107
+ 53.5%
$49.83 - $62.75 $5.33K - $6.71K
307 $17.7M
ROST
Ross Stores, Inc.

Consumer Cyclical
31
+ 34.44%
$136.06 - $155.24 $4.22K - $4.81K
121 $18.2M
BX
Blackstone Inc.

Financial Services
9
+ 7.09%
$120.77 - $159.66 $1.09K - $1.44K
136 $20.8M
PCG
Pg&E Corp

Utilities
239
+ 151.27%
$17.08 - $20.6 $4.08K - $4.92K
397 $7.85M
DHR
Danaher Corp

Healthcare
14
+ 35.0%
$239.25 - $280.76 $3.35K - $3.93K
54 $15.1M
CRM
Salesforce, Inc.

Technology
13
+ 16.25%
$238.42 - $276.53 $3.1K - $3.59K
93 $25.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
7
+ 100.0%
$531.86 - $624.21 $3.72K - $4.37K
14 $8.66M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
23
+ 63.89%
$138.85 - $182.81 $3.19K - $4.2K
59 $10.5M
WMB
Williams Companies, Inc.

Energy
79
+ 22.01%
$41.24 - $46.22 $3.26K - $3.65K
438 $20M
TFC
Truist Financial Corp

Financial Services
82
+ 30.6%
$38.22 - $44.94 $3.13K - $3.69K
350 $15M
CL
Colgate Palmolive CO

Consumer Defensive
38
+ 42.7%
$95.54 - $108.77 $3.63K - $4.13K
127 $13.2M
Linde PLC
3
+ 3.9%
N/A
80 $38.1M
CNC
Centene Corp

Healthcare
47
+ 53.41%
$64.89 - $80.23 $3.05K - $3.77K
135 $10.2M
VBK
Vanguard Small Cap Growth ETF

ETFs
1
+ 0.43%
$240.48 - $267.94 $240 - $268
236 $63M
KKR
Kkr & Co. Inc.

Financial Services
22
+ 50.0%
$104.51 - $133.23 $2.3K - $2.93K
66 $8.62M
BLDR
Builders First Source, Inc.

Industrials
4
+ 7.02%
$132.6 - $201.83 $530 - $807
61 $11.8M
SCHA
Schwab Strategic Tr Us Small C

ETFs
74
+ 370.0%
$46.9 - $51.96 $3.47K - $3.85K
94 $4.82M
ADSK
Autodesk, Inc.

Technology
8
+ 14.04%
$245.83 - $245.83 $1.97K - $1.97K
65 $17.9M
FITB
Fifth Third Bancorp

Financial Services
63
+ 39.13%
$36.01 - $43.64 $2.27K - $2.75K
224 $9.67M
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
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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