Valued Wealth Advisors LLC New Holdings in Q1 2025

Valued Wealth Advisors LLC

  • $167 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFSV
Dimensional ETF Tr Dimensional

ETFs
21.1K
New
$27.56 - $32.1 $581K - $677K
21.1K $594M
VGT
Vanguard Information Technolog

ETFs
98
New
$542.38 - $646.34 $53.2K - $63.3K
98 $53.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.96K
New
$21.75 - $24.28 $42.7K - $47.6K
1.96K $43.3M
MGK
Vanguard Mega Cap Growth ETF

ETFs
137
New
$307.43 - $357.48 $42.1K - $49K
137 $42.3M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
1.45K
New
$21.77 - $22.56 $31.6K - $32.7K
1.45K $32.6M
IGM
Ishares Expanded Tech Sector E

ETFs
315
New
$90.67 - $108.46 $28.6K - $34.2K
315 $28.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
748
New
$24.91 - $29.02 $18.6K - $21.7K
748 $18.7M
ENPH
Enphase Energy, Inc.

Technology
285
New
$52.87 - $73.51 $15.1K - $21K
285 $17.7M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
243
New
$63.07 - $73.5 $15.3K - $17.9K
243 $17.1M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
90
New
$161.27 - $192.3 $14.5K - $17.3K
90 $14.5M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
30
New
$408.78 - $448.82 $12.3K - $13.5K
30 $12.6M
XLRE
Select Sector Spdr Tr Real Est

ETFs
266
New
$39.18 - $43.52 $10.4K - $11.6K
266 $11.1M
FCOM
Fidelity Covington Tr Msci Com

ETFs
178
New
$55.97 - $64.13 $9.96K - $11.4K
178 $10M
XLV
Select Sector Spdr Fund Health

ETFs
65
New
$137.61 - $149.68 $8.94K - $9.73K
65 $9.49M
SCHP
Schwab Strategic Us Tips ETF

ETFs
294
New
$25.69 - $26.89 $7.55K - $7.91K
294 $7.91M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
257
New
$24.29 - $24.65 $6.24K - $6.34K
257 $6.33M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
76
New
$65.44 - $70.64 $4.97K - $5.37K
76 $5.19M
VO
Vanguard Mid Cap ETF

ETFs
20
New
$251.87 - $277.95 $5.04K - $5.56K
20 $5.17M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
73
New
$66.3 - $74.17 $4.84K - $5.41K
73 $5.08M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
100
New
$50.39 - $50.66 $5.04K - $5.07K
100 $5.06M
VEA
Vanguard Ftse Developed Market

ETFs
96
New
$47.4 - $52.99 $4.55K - $5.09K
96 $4.88M
BWX
Spdr Bloomberg International T

ETFs
220
New
$20.94 - $22.04 $4.61K - $4.85K
220 $4.81M
FSTA
Fidelity Covington Tr Msci Con

ETFs
93
New
$48.3 - $52.85 $4.49K - $4.92K
93 $4.76M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
65
New
$69.87 - $75.62 $4.54K - $4.92K
65 $4.71M
FDIS
Fidelity Covington Tr Msci Con

ETFs
50
New
$82.77 - $101.84 $4.14K - $5.09K
50 $4.23M
ETSY
Etsy Inc

Consumer Cyclical
85
New
$44.4 - $57.29 $3.77K - $4.87K
85 $4.01M
PYZ
Invesco Exchange Traded Fd Tr

ETFs
45
New
$84.63 - $93.15 $3.81K - $4.19K
45 $3.82M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
184
New
$20.7 - $21.15 $3.81K - $3.89K
184 $3.81M
EWJ
Ishares Msci Japan ETF

ETFs
53
New
$65.24 - $71.7 $3.46K - $3.8K
53 $3.63M
LCID
Lucid Group, Inc.

Consumer Cyclical
1.5K
New
$2.03 - $3.48 $3.04K - $5.22K
1.5K $3.63M
IEFA
Ishares Tr

ETFs
47
New
$69.57 - $78.65 $3.27K - $3.7K
47 $3.56M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
72
New
$42.5 - $46.71 $3.06K - $3.36K
72 $3.26M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
18
New
$106.46 - $114.75 $1.92K - $2.07K
18 $1.98M
Schwab Strategic Tr
73
New
N/A
73 $1.91M
PSNY
Polestar Automotive Holding Uk PLC

Consumer Cyclical
1.8K
New
$1.0 - $1.22 $1.8K - $2.19K
1.8K $1.89M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
52
New
$22.46 - $23.26 $1.17K - $1.21K
52 $1.21M
Millrose Pptys Inc
23
New
N/A
23 $610K
SKX
Skechers Usa Inc

Consumer Cyclical
2
New
$54.98 - $78.24 $110 - $156
2 $114K
Sandisk Corp
1
New
N/A
1 $48K
L
Loews Corp

Financial Services
0
New
$81.13 - $91.91 $0 - $0
0 $2K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
0
New
$40.79 - $42.32 $0 - $0
0 $5K
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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