Valued Wealth Advisors LLC Incresed Positions in Q4 2024

Valued Wealth Advisors LLC

  • $160 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
31
+ 1.65%
$113.92 - $127.38 $3.53K - $3.95K
1.91K $220M
PRI
Primerica, Inc.

Financial Services
1
+ 25.0%
$265.71 - $304.93 $266 - $305
5 $1.36M
OMF
One Main Holdings, Inc.

Financial Services
5
+ 83.33%
$45.27 - $57.43 $226 - $287
11 $580K
FTI
Technip Fmc PLC

Energy
4
+ 6.56%
$25.16 - $31.95 $101 - $128
65 $1.88M
DCI
Donaldson CO Inc

Industrials
6
+ 27.27%
$67.28 - $78.27 $404 - $470
28 $1.89M
NUE
Nucor Corp

Basic Materials
10
+ 37.04%
$115.78 - $167.74 $1.16K - $1.68K
37 $4.33M
IVT
Inven Trust Properties Corp.

Real Estate
1
+ 0.79%
$28.52 - $31.3 $28.5 - $31.3
128 $3.89M
CNP
Centerpoint Energy Inc

Utilities
6
+ 25.0%
$28.58 - $32.66 $171 - $196
30 $952K
MTG
Mgic Investment Corp

Financial Services
10
+ 166.67%
$23.32 - $26.4 $233 - $264
16 $381K
CLF
Cleveland Cliffs Inc.

Basic Materials
29
+ 193.33%
$9.24 - $13.94 $268 - $404
44 $414K
SO
Southern CO

Utilities
5
+ 20.0%
$81.5 - $94.15 $408 - $471
30 $2.48M
MTDR
Matador Resources CO

Energy
3
+ 42.86%
$50.33 - $60.91 $151 - $183
10 $565K
CMA
Comerica Inc

Financial Services
3
+ 42.86%
$57.88 - $72.73 $174 - $218
10 $629K
AVGE
American Centy ETF Tr Avantis
19
+ 2.52%
N/A
774 $56M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
2
+ 40.0%
$101.77 - $113.02 $204 - $226
7 $742K
RGA
Reinsurance Group Of America Inc

Financial Services
1
+ 25.0%
$201.26 - $231.95 $201 - $232
5 $1.07M
ETR
Entergy Corp

Utilities
9
+ 100.0%
$73.19 - $156.4 $659 - $1.41K
18 $1.37M
SNPS
Synopsys Inc

Technology
1
+ 6.25%
$485.36 - $588.0 $485 - $588
17 $8.25M
X
United States Steel Corp

Basic Materials
5
+ 23.81%
$30.14 - $42.31 $151 - $212
26 $885K
HUM
Humana Inc

Healthcare
3
+ 30.0%
$233.89 - $304.18 $702 - $913
13 $3.31M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4
+ 1.65%
$442.29 - $483.08 $1.77K - $1.93K
247 $112M
BBY
Best Buy CO Inc

Consumer Cyclical
8
+ 24.24%
$85.2 - $101.35 $682 - $811
41 $3.54M
CHRD
Oasis Petroleum Inc.

Energy
1
+ 100.0%
$110.83 - $137.78 $111 - $138
2 $234K
TGT
Target Corp

Consumer Defensive
22
+ 15.6%
$121.59 - $160.69 $2.67K - $3.54K
163 $22M
ATKR
Atkore Inc.

Industrials
1
+ 100.0%
$82.02 - $104.45 $82 - $104
2 $167K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
2
+ 33.33%
$19.44 - $28.35 $38.9 - $56.7
8 $206K
SWKS
Skyworks Solutions, Inc.

Technology
1
+ 50.0%
$83.18 - $99.15 $83.2 - $99.2
3 $267K
PR
Permian Resources Corporation

Energy
4
+ 28.57%
$13.41 - $16.21 $53.6 - $64.8
18 $259K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2
+ 5.56%
$209.89 - $233.24 $420 - $466
38 $8.07M
CROX
Crocs, Inc.

Consumer Cyclical
1
+ 50.0%
$96.51 - $141.93 $96.5 - $142
3 $329K
DVN
Devon Energy Corp

Energy
7
+ 22.58%
$30.52 - $42.96 $214 - $301
38 $1.26M
FYBR
Frontier Communications Parent, Inc.

Communication Services
1
+ 6.67%
$34.15 - $36.14 $34.2 - $36.1
16 $556K
CHX
Champion X Corp

Energy
1
+ 25.0%
$25.79 - $32.51 $25.8 - $32.5
5 $136K
SCHA
Schwab Strategic Tr Us Small C

ETFs
93
+ 98.94%
$25.33 - $51.16 $2.36K - $4.76K
187 $4.83M
KHC
Kraft Heinz CO

Consumer Defensive
7
+ 14.29%
$30.1 - $36.02 $211 - $252
56 $1.72M
ON
On Semiconductor Corp

Technology
13
+ 15.12%
$63.05 - $74.7 $820 - $971
99 $6.24M
PECO
Phillips Edison & Company, Inc.

Real Estate
1
+ 0.34%
$35.96 - $39.8 $36 - $39.8
298 $11.2M
APD
Air Products & Chemicals, Inc.

Basic Materials
5
+ 2.58%
$285.5 - $335.62 $1.43K - $1.68K
199 $57.7M
PGR
Progressive Corp

Financial Services
6
+ 5.56%
$239.6 - $268.88 $1.44K - $1.61K
114 $27.3M
ZTS
Zoetis Inc.

Healthcare
5
+ 16.67%
$162.24 - $194.42 $811 - $972
35 $5.7M
DINO
Hf Sinclair Corp

Energy
3
+ 10.71%
$33.69 - $47.67 $101 - $143
31 $1.09M
AES
Aes Corp

Utilities
13
+ 24.07%
$12.44 - $20.24 $162 - $263
67 $865K
EXPD
Expeditors International Of Washington Inc

Industrials
11
+ 15.71%
$110.5 - $128.26 $1.22K - $1.41K
81 $8.98M
NEM
Newmont Corp

Basic Materials
3
+ 12.0%
$37.0 - $58.68 $111 - $176
28 $1.04M
SBUX
Starbucks Corp

Consumer Cyclical
3
+ 3.13%
$87.44 - $102.5 $262 - $308
99 $9.03M
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.37%
N/A
269 $52.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
199
+ 103.65%
$18.41 - $40.87 $3.66K - $8.13K
391 $7.24M
PG
Procter & Gamble CO

Consumer Defensive
15
+ 2.48%
$161.05 - $179.7 $2.42K - $2.7K
620 $104M
ITW
Illinois Tool Works Inc

Industrials
2
+ 1.09%
$253.56 - $278.5 $507 - $557
186 $47.4M
Activity Summary
Buys All Purchases 279 New Holdings 50 Increased Positions 229 Sells All Sells 129 Reductions 128 Sold out 1 Options Calls 0 Puts 0
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