Valued Wealth Advisors LLC New Holdings in Q4 2024

Valued Wealth Advisors LLC

  • $160 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
2.78K
New
$60.73 - $64.94 $169K - $180K
2.78K $170M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.09K
New
$61.68 - $67.87 $129K - $142K
2.09K $130M
Lam Research Corp
700
New
N/A
700 $50.7M
SPYG
Spdr Portfolio

ETFs
471
New
$81.74 - $91.38 $38.5K - $43K
471 $41.4M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
340
New
$88.59 - $94.57 $30.1K - $32.2K
340 $30.2M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
742
New
$34.13 - $37.35 $25.3K - $27.7K
742 $25.3M
Blackrock Inc
24
New
N/A
24 $25M
QDPL
Pacer Fds Tr Metaurus Us Large
529
New
$37.54 - $40.11 $19.9K - $21.2K
529 $20.6M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
379
New
$51.09 - $55.27 $19.4K - $20.9K
379 $19.4M
ITOT
Ishares Core S&P Total U.S. St

ETFs
139
New
$124.26 - $134.12 $17.3K - $18.6K
139 $17.9M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
103
New
$100.18 - $109.1 $10.3K - $11.2K
103 $10.8M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
118
New
$89.9 - $100.66 $10.6K - $11.9K
118 $10.7M
Arista Networks Inc
94
New
N/A
94 $10.4M
GLD
Spdr Gold Trust

ETFs
35
New
$236.59 - $257.5 $8.28K - $9.01K
35 $8.48M
Wells Fargo CO New
6
New
N/A
6 $7.17M
PSTG
Pure Storage, Inc.

Technology
115
New
$48.19 - $66.6 $5.54K - $7.66K
115 $7.07M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
109
New
$55.86 - $60.21 $6.09K - $6.56K
109 $6.24M
Aim ETF Products Trust
166
New
N/A
166 $5.61M
RDVY
First Trust Rising Dividend Ac

ETFs
93
New
$58.65 - $64.37 $5.45K - $5.99K
93 $5.5M
PNR
Pentair PLC

Industrials
50
New
$95.0 - $109.21 $4.75K - $5.46K
50 $5.03M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
100
New
$41.09 - $45.94 $4.11K - $4.59K
100 $4.21M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
92
New
$43.84 - $48.76 $4.03K - $4.49K
92 $4.06M
Bank America Corp
3
New
N/A
3 $3.71M
PHO
Invesco Exchange Traded Fd Tr

ETFs
50
New
$65.79 - $72.14 $3.29K - $3.61K
50 $3.29M
TY
Tri Continental Corp

Financial Services
100
New
$31.01 - $34.67 $3.1K - $3.47K
100 $3.16M
OLED
Universal Display Corp Pa

Technology
20
New
$146.2 - $213.81 $2.92K - $4.28K
20 $2.92M
RBLX
Roblox Corp

Communication Services
50
New
$39.86 - $61.45 $1.99K - $3.07K
50 $2.89M
NET
Cloudflare, Inc.

Technology
25
New
$78.11 - $117.56 $1.95K - $2.94K
25 $2.69M
PBT
Permian Basin Royalty Trust

Energy
240
New
$10.49 - $13.86 $2.52K - $3.33K
240 $2.65M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
6
New
$338.38 - $446.21 $2.03K - $2.68K
6 $2.61M
BOX
Box Inc

Technology
63
New
$31.6 - $35.65 $1.99K - $2.25K
63 $1.99M
VIPS
Vipshop Holdings LTD

Consumer Cyclical
135
New
$13.09 - $17.44 $1.77K - $2.35K
135 $1.82M
ENB
Enbridge Inc

Energy
23
New
$40.4 - $43.92 $929 - $1.01K
23 $976K
Super Micro Computer Inc
27
New
N/A
27 $823K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
20
New
$28.38 - $39.27 $568 - $785
20 $776K
EXPE
Expedia Group, Inc.

Consumer Cyclical
4
New
$146.47 - $191.01 $586 - $764
4 $746K
WBD
Warner Bros. Discovery, Inc.

Communication Services
67
New
$7.33 - $12.37 $491 - $829
67 $709K
CRT
Cross Timbers Royalty Trust

Energy
60
New
$9.35 - $11.28 $561 - $677
60 $595K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
4
New
$83.95 - $99.75 $336 - $399
4 $358K
CPNG
Coupang, Inc.

Consumer Cyclical
12
New
$21.98 - $26.89 $264 - $323
12 $264K
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
6
New
$24.08 - $48.71 $144 - $292
6 $249K
Aptiv PLC
3
New
N/A
3 $182K
AXS
Axis Capital Holdings LTD

Financial Services
2
New
$78.26 - $94.05 $157 - $188
2 $179K
ATI
Allegheny Technologies Inc

Industrials
3
New
$52.71 - $65.96 $158 - $198
3 $166K
TRNO
Terreno Realty Corp

Real Estate
0
New
$58.62 - $66.94 $0 - $0
0 $14K
KBR
Kbr, Inc.

Industrials
0
New
$55.19 - $72.02 $0 - $0
0 $6K
VMI
Valmont Industries Inc

Industrials
0
New
$287.0 - $352.14 $0 - $0
0 $5K
L
Loews Corp

Financial Services
0
New
$76.49 - $87.05 $0 - $0
0 $1K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
0
New
$41.17 - $43.34 $0 - $0
0 $5K
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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