Valued Wealth Advisors LLC Reduced Holdings in Q2 2025

Valued Wealth Advisors LLC

  • $192 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVSF
American Centy ETF Tr Avantis

ETFs
-20.7K
- 67.05%
$46.28 - $47.03 $958K - $973K
10.2K $478M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-7.33K
- 61.64%
$52.31 - $63.72 $383K - $467K
4.56K $291M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-6.6K
- 24.99%
$44.22 - $52.08 $292K - $344K
19.8K $1.03B
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.46K
- 82.05%
$82.96 - $110.1 $204K - $271K
539 $59.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.08K
- 99.05%
$51.16 - $62.02 $106K - $129K
20 $1.24M
IWM
Ishares Russell 2000 ETF

ETFs
-587
- 96.39%
$174.82 - $215.79 $103K - $127K
22 $4.75M
AAPL
Apple Inc.

Technology
-259
- 7.16%
$172.42 - $223.89 $44.7K - $58K
3.36K $689M
BMY
Bristol Myers Squibb CO

Healthcare
-1.03K
- 79.48%
$44.12 - $59.6 $45.6K - $61.6K
267 $12.4M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-2.46K
- 4.77%
$36.25 - $42.28 $89.1K - $104K
49.1K $2.08B
CVX
Chevron Corp

Energy
-218
- 45.13%
$133.73 - $168.51 $29.2K - $36.7K
265 $38M
UNP
Union Pacific Corp

Industrials
-148
- 34.18%
$208.27 - $238.46 $30.8K - $35.3K
285 $65.6M
ISVL
Ishares Tr Intl Developed Smal
-3.49K
- 15.28%
$33.31 - $42.11 $116K - $147K
19.3K $813M
Ge Healthcare Technologies I
-413
- 96.5%
N/A
15 $1.11M
JNJ
Johnson & Johnson

Healthcare
-146
- 21.25%
$146.36 - $159.82 $21.4K - $23.3K
541 $82.6M
VIG
Vanguard Dividend Appreciation

ETFs
-155
- 51.67%
N/A
145 $29.8M
Lam Research Corp
-481
- 52.57%
N/A
434 $42.3M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.12K
- 56.88%
$19.6 - $24.44 $21.9K - $27.3K
846 $20.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-15
- 5.32%
$483.48 - $539.8 $7.25K - $8.1K
267 $130M
EOG
Eog Resources Inc

Energy
-144
- 81.82%
$104.61 - $129.97 $15.1K - $18.7K
32 $3.85M
LLY
Eli Lilly & CO

Healthcare
-15
- 11.11%
$713.71 - $898.95 $10.7K - $13.5K
120 $93.7M
AMAT
Applied Materials Inc

Technology
-156
- 55.12%
$126.95 - $183.52 $19.8K - $28.6K
127 $23.2M
VNQ
Vanguard Specialized Funds Van

ETFs
-153
- 8.72%
$79.79 - $91.42 $12.2K - $14K
1.6K $143M
PG
Procter & Gamble CO

Consumer Defensive
-48
- 7.73%
$157.66 - $172.39 $7.57K - $8.27K
573 $91.3M
CMCSA
Comcast Corp

Communication Services
-348
- 23.74%
$32.84 - $36.72 $11.4K - $12.8K
1.12K $39.9M
APD
Air Products & Chemicals, Inc.

Basic Materials
-35
- 16.67%
$248.61 - $294.96 $8.7K - $10.3K
175 $49.4M
PCAR
Paccar Inc

Industrials
-111
- 44.22%
$86.4 - $99.09 $9.59K - $11K
140 $13.3M
MU
Micron Technology Inc

Technology
-182
- 57.96%
$64.72 - $127.91 $11.8K - $23.3K
132 $16.3M
CMI
Cummins Inc

Industrials
-32
- 71.11%
$267.12 - $336.65 $8.55K - $10.8K
13 $4.29M
IVV
Ishares Core S&P 500 ETF

ETFs
-121
- 10.93%
$498.8 - $620.9 $60.4K - $75.1K
986 $612M
QCOM
Qualcomm Inc

Technology
-71
- 25.09%
$124.66 - $159.48 $8.85K - $11.3K
212 $33.8M
PSX
Phillips 66

Energy
-77
- 76.24%
$92.87 - $125.73 $7.15K - $9.68K
24 $2.86M
NVO
Novo Nordisk A S

Healthcare
-126
- 41.86%
$58.08 - $81.05 $7.32K - $10.2K
175 $12.1M
HDV
Ishares Core High Dividend ETF

ETFs
-17
- 0.98%
$108.41 - $120.51 $1.84K - $2.05K
1.73K $202M
PFE
Pfizer Inc

Healthcare
-339
- 89.68%
$21.59 - $24.84 $7.32K - $8.42K
39 $944K
UPS
United Parcel Service Inc

Industrials
-66
- 30.84%
$91.92 - $110.2 $6.07K - $7.27K
148 $14.9M
VLO
Valero Energy Corp

Energy
-66
- 58.93%
$104.69 - $141.77 $6.91K - $9.36K
46 $6.2M
VGT
Vanguard Information Technolog

ETFs
-30
- 30.61%
$470.37 - $663.28 $14.1K - $19.9K
68 $45M
FCX
Freeport Mcmoran Inc

Basic Materials
-229
- 80.63%
$29.15 - $44.46 $6.68K - $10.2K
55 $2.41M
TRGP
Targa Resources Corp.

Energy
-30
- 25.42%
$157.32 - $205.72 $4.72K - $6.17K
88 $15.4M
GWW
W.W. Grainger, Inc.

Industrials
-9
- 23.68%
$919.93 - $1101.66 $8.28K - $9.91K
29 $30.3M
TMUS
T Mobile Us, Inc.

Communication Services
-7
- 3.72%
$220.99 - $268.54 $1.55K - $1.88K
181 $43.1M
NUE
Nucor Corp

Basic Materials
-59
- 93.65%
$103.22 - $131.43 $6.09K - $7.75K
4 $521K
MRK
Merck & Co., Inc.

Healthcare
-38
- 10.27%
$73.47 - $87.12 $2.79K - $3.31K
332 $26.5M
USB
Us Bancorp \De\

Financial Services
-166
- 70.94%
$36.4 - $45.76 $6.04K - $7.6K
68 $3.09M
ACN
Accenture PLC

Technology
-19
- 25.0%
$279.23 - $323.21 $5.31K - $6.14K
57 $17M
FANG
Diamondback Energy, Inc.

Energy
-35
- 64.81%
$119.25 - $161.49 $4.17K - $5.65K
19 $2.62M
KKR
Kkr & Co. Inc.

Financial Services
-55
- 74.32%
$92.79 - $134.29 $5.1K - $7.39K
19 $2.54M
PANW
Palo Alto Networks Inc

Technology
-38
- 73.08%
$152.44 - $204.64 $5.79K - $7.78K
14 $2.87M
EXPD
Expeditors International Of Washington Inc

Industrials
-48
- 66.67%
$102.84 - $122.24 $4.94K - $5.87K
24 $2.76M
Activity Summary
Buys All Purchases 109 New Holdings 12 Increased Positions 97 Sells All Sells 183 Reductions 183 Sold out 0 Options Calls 0 Puts 0
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