Valued Wealth Advisors LLC Sells in Q1 2025

Valued Wealth Advisors LLC

  • $167 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TXN
Texas Instruments Inc

Technology
-15
- 2.99%
N/A
486 $87.3M
COST
Costco Wholesale Corp

Consumer Defensive
-13
- 6.57%
$890.62 - $1076.86 $11.6K - $14K
185 $175M
DAL
Delta Air Lines, Inc.

Industrials
-89
- 89.9%
$43.6 - $69.06 $3.88K - $6.15K
10 $438K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-7
- 58.33%
$634.14 - $744.83 $4.44K - $5.21K
5 $3.17M
ON
On Semiconductor Corp

Technology
-73
- 73.74%
$40.69 - $64.51 $2.97K - $4.71K
26 $1.06M
WST
West Pharmaceutical Services Inc

Healthcare
-6
- 20.0%
$199.11 - $347.87 $1.19K - $2.09K
24 $5.38M
URI
United Rentals, Inc.

Industrials
-6
- 66.67%
$594.17 - $789.56 $3.57K - $4.74K
3 $1.89M
KKR
Kkr & Co. Inc.

Financial Services
-13
- 14.94%
$108.17 - $167.07 $1.41K - $2.17K
74 $8.57M
SYF
Synchrony Financial

Financial Services
-33
- 16.02%
$51.9 - $70.63 $1.71K - $2.33K
173 $9.14M
AXP
American Express CO

Financial Services
-11
- 25.0%
$255.39 - $325.87 $2.81K - $3.58K
33 $8.91M
FITB
Fifth Third Bancorp

Financial Services
-74
- 26.43%
$37.48 - $44.96 $2.77K - $3.33K
206 $8.15M
ASML
Asml Holding Nv

Technology
-5
- 50.0%
$662.63 - $776.99 $3.31K - $3.88K
5 $3.31M
D
Dominion Energy, Inc

Utilities
-67
- 97.1%
$52.85 - $57.43 $3.54K - $3.85K
2 $114K
DHR
Danaher Corp

Healthcare
-12
- 26.67%
$201.62 - $250.59 $2.42K - $3.01K
33 $6.83M
BLDR
Builders First Source, Inc.

Industrials
-18
- 28.57%
$122.8 - $173.51 $2.21K - $3.12K
45 $5.62M
NKE
Nike, Inc.

Consumer Cyclical
-18
- 10.11%
$63.29 - $81.72 $1.14K - $1.47K
160 $10.2M
LEN
Lennar Corp

Consumer Cyclical
-16
- 25.4%
$113.93 - $141.54 $1.82K - $2.26K
47 $5.41M
PECO
Phillips Edison & Company, Inc.

Real Estate
-76
- 25.5%
$34.43 - $37.49 $2.62K - $2.85K
222 $8.12M
BURL
Burlington Stores, Inc.

Consumer Cyclical
-9
- 60.0%
$228.41 - $293.71 $2.06K - $2.64K
6 $1.43M
Blackrock Inc
-1
- 4.17%
N/A
23 $22.2M
CDNS
Cadence Design Systems Inc

Technology
-6
- 25.0%
$233.96 - $324.52 $1.4K - $1.95K
18 $4.58M
ZTS
Zoetis Inc.

Healthcare
-16
- 45.71%
$156.48 - $175.67 $2.5K - $2.81K
19 $3.14M
DHI
Horton D R Inc

Consumer Cyclical
-7
- 6.19%
$125.29 - $147.65 $877 - $1.03K
106 $13.5M
PRU
Prudential Financial Inc

Financial Services
-14
- 13.21%
$105.04 - $122.33 $1.47K - $1.71K
92 $10.3M
OC
Owens Corning

Industrials
-8
- 19.05%
$137.83 - $191.19 $1.1K - $1.53K
34 $4.91M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-7
- 11.11%
$168.84 - $202.89 $1.18K - $1.42K
56 $9.91M
EME
Emcor Group, Inc.

Industrials
-4
- 44.44%
$361.16 - $535.99 $1.44K - $2.14K
5 $1.85M
UAL
United Airlines Holdings, Inc.

Industrials
-14
- 34.15%
$69.05 - $110.52 $967 - $1.55K
27 $1.87M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2
- 6.06%
$551.42 - $612.93 $1.1K - $1.23K
31 $17.1M
ADM
Archer Daniels Midland CO

Consumer Defensive
-41
- 80.39%
$45.22 - $52.17 $1.85K - $2.14K
10 $494K
HPE
Hewlett Packard Enterprise CO

Technology
-87
- 82.86%
$14.77 - $24.42 $1.28K - $2.12K
18 $281K
VTRS
Viatris Inc

Healthcare
-97
- 32.12%
$8.68 - $12.42 $842 - $1.2K
205 $1.78M
DEO
Diageo PLC

Consumer Defensive
-15
Closed
$104.79 - $126.12 $1.57K - $1.89K
0 $13K
ADI
Analog Devices Inc

Technology
-1
- 0.68%
$201.56 - $243.82 $202 - $244
145 $29.2M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-9
- 34.62%
$161.13 - $209.29 $1.45K - $1.88K
17 $2.82M
SNPS
Synopsys Inc

Technology
-2
- 11.76%
$428.58 - $551.54 $857 - $1.1K
15 $6.52M
MLM
Martin Marietta Materials Inc

Basic Materials
-3
- 75.0%
$460.39 - $552.64 $1.38K - $1.66K
1 $479K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-27
- 2.7%
$29.34 - $31.31 $792 - $845
973 $28.9M
LMT
Lockheed Martin Corp

Industrials
-1
- 3.45%
$423.19 - $506.29 $423 - $506
28 $12.6M
HAL
Halliburton CO

Energy
-53
- 58.24%
$24.15 - $29.9 $1.28K - $1.58K
38 $975K
DOW
Dow Inc.

Basic Materials
-26
- 36.62%
$34.36 - $41.92 $893 - $1.09K
45 $1.58M
TPR
Tapestry, Inc.

Consumer Cyclical
-28
- 20.14%
$65.63 - $89.21 $1.84K - $2.5K
111 $7.84M
CF
Cf Industries Holdings, Inc.

Basic Materials
-8
- 9.3%
$75.03 - $97.25 $600 - $778
78 $6.13M
OXY
Occidental Petroleum Corp

Energy
-21
- 41.18%
$45.45 - $52.7 $954 - $1.11K
30 $1.49M
Bunge Global Sa
-13
- 48.15%
N/A
14 $1.08M
TROW
Price T Rowe Group Inc

Financial Services
-4
- 13.33%
$91.57 - $116.93 $366 - $468
26 $2.41M
KHC
Kraft Heinz CO

Consumer Defensive
-32
- 57.14%
$28.51 - $32.22 $912 - $1.03K
24 $740K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-6
- 50.0%
$103.02 - $140.69 $618 - $844
6 $635K
BBY
Best Buy CO Inc

Consumer Cyclical
-2
- 4.88%
$70.3 - $91.1 $141 - $182
39 $2.91M
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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