Valued Wealth Advisors LLC Sells in Q4 2024

Valued Wealth Advisors LLC

  • $160 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-14K
- 7.96%
$33.92 - $36.6 $475K - $512K
162K $5.6B
META
Meta Platforms, Inc.

Communication Services
-163
- 25.83%
$554.08 - $632.68 $90.3K - $103K
468 $274M
ABBV
Abb Vie Inc.

Healthcare
-368
- 41.16%
$164.99 - $203.87 $60.7K - $75K
526 $93.4M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-883
- 1.89%
$40.38 - $44.35 $35.7K - $39.2K
45.7K $1.87B
CAT
Caterpillar Inc

Industrials
-173
- 55.45%
$360.37 - $416.88 $62.3K - $72.1K
139 $50.5M
DFIV
Dimensional ETF Tr

ETFs
-150
- 0.85%
$34.86 - $37.97 $5.23K - $5.7K
17.5K $621M
GE
General Electric CO

Industrials
-233
- 75.65%
$159.95 - $194.23 $37.3K - $45.3K
75 $12.5M
NVDA
Nvidia Corp

Technology
-566
- 20.48%
$117.0 - $148.88 $66.2K - $84.3K
2.2K $295M
JNJ
Johnson & Johnson

Healthcare
-148
- 17.64%
$143.34 - $165.86 $21.2K - $24.5K
691 $100M
VNQ
Vanguard Specialized Funds Van

ETFs
-203
- 10.96%
$87.85 - $98.6 $17.8K - $20K
1.65K $147M
MSFT
Microsoft Corp

Technology
-29
- 1.79%
$406.35 - $454.46 $11.8K - $13.2K
1.59K $671M
UNH
Unitedhealth Group Inc

Healthcare
-18
- 8.74%
$485.52 - $625.25 $8.74K - $11.3K
188 $95.2M
ELV
Elevance Health, Inc.

Healthcare
-36
- 85.71%
$365.96 - $514.62 $13.2K - $18.5K
6 $2.23M
PEP
Pepsico Inc

Consumer Defensive
-99
- 41.6%
$151.29 - $176.1 $15K - $17.4K
139 $21.3M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-131
- 14.12%
$75.1 - $82.99 $9.84K - $10.9K
797 $60.3M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-11
- 47.83%
$701.85 - $1046.91 $7.72K - $11.5K
12 $8.55M
Ge Vernova Inc
-57
- 82.61%
N/A
12 $3.95M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-133
- 76.44%
$72.97 - $96.75 $9.71K - $12.9K
41 $3.06M
Ge Healthcare Technologies I
-69
- 13.88%
N/A
428 $33.5M
AFL
Aflac Inc

Financial Services
-81
- 16.91%
$100.37 - $115.27 $8.13K - $9.34K
398 $41.2M
SHW
Sherwin Williams CO

Basic Materials
-25
- 36.76%
$338.75 - $399.71 $8.47K - $9.99K
43 $14.6M
MPC
Marathon Petroleum Corp

Energy
-61
- 57.01%
$131.65 - $174.84 $8.03K - $10.7K
46 $6.43M
AMT
American Tower Corp

Real Estate
-4
- 1.96%
$179.4 - $232.01 $718 - $928
200 $37M
ACGL
Arch Capital Group Ltd.

Financial Services
-73
- 40.78%
$88.71 - $114.86 $6.48K - $8.38K
106 $9.79M
AMD
Advanced Micro Devices Inc

Technology
-15
- 8.06%
$118.88 - $172.8 $1.78K - $2.59K
171 $20.7M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-13
- 0.07%
$53.38 - $60.64 $694 - $788
17.8K $972M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-142
- 11.44%
$45.07 - $47.1 $6.4K - $6.69K
1.1K $49.7M
AMGN
Amgen Inc

Healthcare
-14
- 21.88%
$258.78 - $328.31 $3.62K - $4.6K
50 $13.1M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-94
- 81.03%
$59.25 - $72.99 $5.57K - $6.86K
22 $1.33M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-42
- 15.85%
$107.06 - $123.74 $4.5K - $5.2K
223 $24.5M
DHI
Horton D R Inc

Consumer Cyclical
-5
- 4.24%
$137.24 - $194.56 $686 - $973
113 $15.8M
DOW
Dow Inc.

Basic Materials
-95
- 57.23%
$39.1 - $55.34 $3.71K - $5.26K
71 $2.86M
CNC
Centene Corp

Healthcare
-56
- 41.48%
$56.71 - $73.94 $3.18K - $4.14K
79 $4.79M
KO
Coca Cola CO

Consumer Defensive
-24
- 6.58%
$61.74 - $71.71 $1.48K - $1.72K
341 $21.2M
SPGI
S&P Global Inc.

Financial Services
-8
- 16.0%
$480.36 - $529.17 $3.84K - $4.23K
42 $21.2M
DHR
Danaher Corp

Healthcare
-9
- 16.67%
$226.16 - $274.52 $2.04K - $2.47K
45 $10.4M
ROL
Rollins Inc

Consumer Cyclical
-85
- 49.13%
$46.35 - $51.59 $3.94K - $4.39K
88 $4.1M
NSC
Norfolk Southern Corp

Industrials
-14
- 15.56%
$230.6 - $277.0 $3.23K - $3.88K
76 $17.8M
RTX
Raytheon Technologies Corp

Industrials
-1
- 0.15%
$114.45 - $127.21 $114 - $127
662 $76.7M
JPM
Jpmorgan Chase & CO

Financial Services
-120
- 13.75%
$205.18 - $250.29 $24.6K - $30K
753 $180M
CL
Colgate Palmolive CO

Consumer Defensive
-20
- 15.75%
$90.22 - $102.31 $1.8K - $2.05K
107 $9.73M
IDXX
Idexx Laboratories Inc

Healthcare
-2
- 7.14%
$406.92 - $495.42 $814 - $991
26 $10.8M
INTU
Intuit Inc

Technology
-5
- 15.63%
$602.01 - $706.25 $3.01K - $3.53K
27 $17M
ICE
Intercontinental Exchange, Inc.

Financial Services
-7
- 4.61%
$148.29 - $166.93 $1.04K - $1.17K
145 $21.7M
ORCL
Oracle Corp

Technology
-12
- 5.53%
$165.41 - $192.43 $1.98K - $2.31K
205 $34.2M
KMB
Kimberly Clark Corp

Consumer Defensive
-12
- 11.43%
$130.37 - $146.09 $1.56K - $1.75K
93 $12.3M
URI
United Rentals, Inc.

Industrials
-2
- 18.18%
$704.44 - $880.32 $1.41K - $1.76K
9 $6.34M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-2
- 14.29%
$501.29 - $612.85 $1K - $1.23K
12 $6.25M
CI
Cigna Corp

Healthcare
-4
- 22.22%
$265.59 - $358.58 $1.06K - $1.43K
14 $3.88M
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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