Valued Wealth Advisors LLC Reduced Holdings in Q3 2024

Valued Wealth Advisors LLC

  • $154 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BSX
Boston Scientific Corp

Healthcare
-1.3K
- 84.54%
$72.96 - $84.0 $94.9K - $109K
238 $19.9M
CVX
Chevron Corp

Energy
-595
- 70.83%
$137.88 - $161.97 $82K - $96.4K
245 $36.1M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-2.58K
- 12.62%
$51.3 - $59.04 $132K - $152K
17.9K $982M
GOOG
Alphabet Inc.

Communication Services
-330
- 32.23%
$149.54 - $192.66 $49.3K - $63.6K
694 $116M
MSFT
Microsoft Corp

Technology
-66
- 3.91%
$395.15 - $467.56 $26.1K - $30.9K
1.62K $698M
ICE
Intercontinental Exchange, Inc.

Financial Services
-362
- 70.43%
$136.93 - $162.81 $49.6K - $58.9K
152 $24.5M
GOOGL
Alphabet Inc.

Communication Services
-140
- 12.68%
$148.65 - $191.18 $20.8K - $26.8K
964 $160M
LRCX
Lam Research Corp

Technology
-20
- 22.73%
$731.56 - $1127.3 $14.6K - $22.5K
68 $55.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-135
- 7.53%
$161.02 - $200.0 $21.7K - $27K
1.66K $309M
AMAT
Applied Materials Inc

Technology
-98
- 23.5%
$174.88 - $254.97 $17.1K - $25K
319 $64.5M
DE
Deere & CO

Industrials
-46
- 71.88%
$344.84 - $418.0 $15.9K - $19.2K
18 $7.59M
BAC
Bank Of America Corp

Financial Services
-374
- 31.59%
$36.65 - $44.13 $13.7K - $16.5K
810 $32.2M
COP
Conocophillips

Energy
-119
- 45.77%
$102.3 - $116.61 $12.2K - $13.9K
141 $14.9M
QCOM
Qualcomm Inc

Technology
-17
- 5.7%
$156.12 - $209.64 $2.65K - $3.56K
281 $47.8M
XOM
Exxon Mobil Corp

Energy
-130
- 5.96%
$109.72 - $119.0 $14.3K - $15.5K
2.05K $240M
MPC
Marathon Petroleum Corp

Energy
-52
- 32.7%
$158.61 - $180.75 $8.25K - $9.4K
107 $17.4M
NUE
Nucor Corp

Basic Materials
-60
- 68.97%
$137.77 - $166.14 $8.27K - $9.97K
27 $4.08M
WFC
Wells Fargo & Company

Financial Services
-140
- 22.22%
$51.58 - $60.97 $7.22K - $8.54K
490 $27.7M
STLD
Steel Dynamics Inc

Basic Materials
-60
- 39.74%
N/A
91 $11.5M
MU
Micron Technology Inc

Technology
-3
- 1.13%
$86.27 - $136.82 $259 - $410
263 $27.3M
MRK
Merck & Co., Inc.

Healthcare
-25
- 5.73%
$111.15 - $128.97 $2.78K - $3.22K
411 $47M
ABNB
Airbnb, Inc.

Consumer Cyclical
-46
- 95.83%
$113.01 - $154.34 $5.2K - $7.1K
2 $254K
LLY
Eli Lilly & CO

Healthcare
-5
- 4.1%
$772.14 - $960.02 $3.86K - $4.8K
117 $104M
CSX
Csx Corp

Industrials
-224
- 20.99%
$32.48 - $35.45 $7.28K - $7.94K
843 $29.1M
UPS
United Parcel Service Inc

Industrials
-44
- 11.49%
$123.32 - $147.38 $5.43K - $6.48K
339 $46.2M
PSX
Phillips 66

Energy
-37
- 30.33%
$125.0 - $147.17 $4.63K - $5.45K
85 $11.2M
DEO
Diageo PLC

Consumer Defensive
-43
- 74.14%
$120.02 - $140.77 $5.16K - $6.05K
15 $2.15M
VLO
Valero Energy Corp

Energy
-22
- 23.66%
$132.81 - $163.48 $2.92K - $3.6K
71 $9.59M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-30
- 66.67%
$178.41 - $210.18 $5.35K - $6.31K
15 $2.98M
ADM
Archer Daniels Midland CO

Consumer Defensive
-79
- 72.48%
$57.96 - $65.72 $4.58K - $5.19K
30 $1.8M
SCHW
Schwab Charles Corp

Financial Services
-30
- 9.46%
$61.74 - $76.08 $1.85K - $2.28K
287 $18.6M
F
Ford Motor CO

Consumer Cyclical
-238
- 21.12%
$9.71 - $14.55 $2.31K - $3.46K
889 $9.39M
DIS
Walt Disney CO

Communication Services
-41
- 21.24%
$85.6 - $98.61 $3.51K - $4.04K
152 $14.7M
SPGI
S&P Global Inc.

Financial Services
-18
- 26.47%
$446.32 - $527.38 $8.03K - $9.49K
50 $26.1M
CCL
Carnival Corp

Consumer Cyclical
-231
- 68.75%
$14.01 - $19.18 $3.24K - $4.43K
105 $1.94M
EOG
Eog Resources Inc

Energy
-30
- 27.27%
$117.9 - $132.65 $3.54K - $3.98K
80 $9.8M
AIG
American International Group, Inc.

Financial Services
-44
- 10.4%
$70.16 - $79.23 $3.09K - $3.49K
379 $27.8M
CPRT
Copart Inc

Consumer Cyclical
-60
- 31.91%
$49.19 - $55.54 $2.95K - $3.33K
128 $6.71M
FANG
Diamondback Energy, Inc.

Energy
-8
- 11.59%
$168.46 - $210.94 $1.35K - $1.69K
61 $10.5M
DRI
Darden Restaurants Inc

Consumer Cyclical
-26
- 32.91%
$138.06 - $172.74 $3.59K - $4.49K
53 $8.7M
HES
Hess Corp

Energy
-21
- 75.0%
$126.3 - $155.44 $2.65K - $3.26K
7 $954K
ENTG
Entegris Inc

Technology
-16
- 27.59%
$98.09 - $146.48 $1.57K - $2.34K
42 $4.73M
CDNS
Cadence Design Systems Inc

Technology
-7
- 21.21%
$246.84 - $321.11 $1.73K - $2.25K
26 $7.05M
CTRA
Coterra Energy Inc.

Energy
-100
- 39.22%
$22.62 - $27.37 $2.26K - $2.74K
155 $3.72M
UNP
Union Pacific Corp

Industrials
-26
- 15.38%
$221.78 - $256.09 $5.77K - $6.66K
143 $35.3M
DXCM
Dexcom Inc

Healthcare
-23
- 79.31%
$64.0 - $116.06 $1.47K - $2.67K
6 $403K
GM
General Motors CO

Consumer Cyclical
-45
- 10.07%
$39.95 - $49.9 $1.8K - $2.25K
402 $18M
RJF
Raymond James Financial Inc

Financial Services
-22
- 73.33%
$106.39 - $125.13 $2.34K - $2.75K
8 $980K
PPG
Ppg Industries Inc

Basic Materials
-28
- 16.28%
$118.32 - $134.55 $3.31K - $3.77K
144 $19.1M
Activity Summary
Buys All Purchases 248 New Holdings 51 Increased Positions 197 Sells All Sells 148 Reductions 147 Sold out 1 Options Calls 0 Puts 0
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