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
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
CHX
Champion X Corp

Energy
1
+ 20.0%
$27.3 - $31.27 $27.3 - $31.3
6 $180K
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
GLW
Corning Inc

Technology
1
+ 0.51%
$44.91 - $54.25 $44.9 - $54.3
198 $9.08M
ZION
Zions Bancorporation, National Association

Financial Services
1
+ 1.19%
$47.0 - $59.03 $47 - $59
85 $4.22M
CMI
Cummins Inc

Industrials
3
+ 7.14%
$312.92 - $386.07 $939 - $1.16K
45 $14.2M
MS
Morgan Stanley

Financial Services
4
+ 3.81%
$111.68 - $141.08 $447 - $564
109 $12.7M
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.54%
$244.9 - $274.48 $245 - $274
187 $46.7M
PCAR
Paccar Inc

Industrials
13
+ 5.46%
$96.91 - $112.51 $1.26K - $1.46K
251 $24.4M
USB
Us Bancorp \De\

Financial Services
2
+ 0.86%
$40.92 - $50.9 $81.8 - $102
234 $9.93M
DIS
Walt Disney CO

Communication Services
1
+ 0.56%
$96.87 - $114.0 $96.9 - $114
178 $17.5M
HON
Honeywell International Inc

Industrials
8
+ 2.58%
$202.75 - $226.52 $1.62K - $1.81K
318 $67.2M
CRM
Salesforce, Inc.

Technology
2
+ 2.82%
$268.36 - $359.95 $537 - $720
73 $19.6M
ORCL
Oracle Corp

Technology
4
+ 1.95%
$139.81 - $186.47 $559 - $746
209 $29.2M
EMR
Emerson Electric CO

Industrials
2
+ 0.45%
$108.64 - $131.17 $217 - $262
443 $48.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8
+ 0.38%
$57.21 - $65.8 $458 - $526
2.1K $122M
IVW
Ishares S&P 500 Growth ETF

ETFs
47
+ 1.59%
$92.45 - $106.69 $4.35K - $5.01K
3K $279M
TSLA
Tesla, Inc.

Consumer Cyclical
51
+ 15.55%
$222.15 - $428.22 $11.3K - $21.8K
379 $98.2M
DFAU
Dimensional ETF Tr

ETFs
35.1K
+ 4.73%
$37.84 - $42.29 $1.33M - $1.49M
778K $29.9B
DFAT
Dimensional ETF Tr U S Target

ETFs
527
+ 0.68%
$50.44 - $58.1 $26.6K - $30.6K
78.4K $4.04B
AVUV
American Centy ETF Tr Avantis

ETFs
6.12K
+ 2.99%
$84.95 - $100.62 $520K - $616K
211K $18.4B
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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