Valued Wealth Advisors LLC Sells in Q3 2025

Valued Wealth Advisors LLC

  • $216 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-25
- 2.3%
$45.6 - $46.92 $1.14K - $1.17K
1.06K $49.6M
UFPI
Ufp Industries Inc

Basic Materials
-4
- 66.67%
$91.8 - $108.49 $367 - $434
2 $189K
WDAY
Workday, Inc.

Technology
-2
- 66.67%
$213.69 - $247.69 $427 - $495
1 $323K
MAR
Marriott International Inc

Consumer Cyclical
-1
- 10.0%
$255.35 - $282.87 $255 - $283
9 $2.36M
DHR
Danaher Corp

Healthcare
-2
- 6.67%
$181.46 - $212.2 $363 - $424
28 $5.63M
JBHT
Hunt J B Transport Services Inc

Industrials
-2
- 28.57%
$130.65 - $154.66 $261 - $309
5 $674K
Smurfit Westrock PLC
-7
- 35.0%
N/A
13 $554K
ZTS
Zoetis Inc.

Healthcare
-1
- 7.69%
$141.13 - $159.19 $141 - $159
12 $1.68M
PRI
Primerica, Inc.

Financial Services
-1
- 20.0%
$255.46 - $285.58 $255 - $286
4 $1.12M
RHI
Robert Half International Inc.

Industrials
-5
- 50.0%
$33.49 - $43.03 $167 - $215
5 $183K
PECO
Phillips Edison & Company, Inc.

Real Estate
-2
- 0.9%
$33.04 - $36.15 $66.1 - $72.3
220 $7.57M
HUM
Humana Inc

Healthcare
-1
- 33.33%
$220.41 - $312.0 $220 - $312
2 $525K
PR
Permian Resources Corporation

Energy
-15
- 83.33%
$12.8 - $14.51 $192 - $218
3 $39K
RPM
Rpm International Inc

Basic Materials
-2
- 28.57%
$110.07 - $128.23 $220 - $256
5 $600K
MTDR
Matador Resources CO

Energy
-3
- 33.33%
$44.93 - $52.55 $135 - $158
6 $277K
BC
Brunswick Corp

Consumer Cyclical
-3
- 75.0%
$56.64 - $66.85 $170 - $201
1 $66K
IP
International Paper CO

Consumer Cyclical
-3
- 10.0%
$45.32 - $55.68 $136 - $167
27 $1.24M
MRNA
Moderna, Inc.

Healthcare
-5
- 62.5%
$23.51 - $34.67 $118 - $173
3 $78K
XLE
Energy Sector Spdr

ETFs
-2
- 18.18%
$84.25 - $91.99 $169 - $184
9 $778K
DOW
Dow Inc.

Basic Materials
-3
- 21.43%
$20.87 - $30.37 $62.6 - $91.1
11 $253K
EXP
Eagle Materials Inc

Basic Materials
-1
- 20.0%
$209.12 - $242.26 $209 - $242
4 $934K
OLN
Olin Corp

Basic Materials
-3
- 75.0%
$18.23 - $26.93 $54.7 - $80.8
1 $26K
TSCO
Tractor Supply CO

Consumer Cyclical
-10
- 8.2%
$54.08 - $62.65 $541 - $627
112 $6.39M
CLF
Cleveland Cliffs Inc.

Basic Materials
-6
- 66.67%
$8.12 - $12.84 $48.7 - $77
3 $37K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-1
- 14.29%
$19.08 - $23.53 $19.1 - $23.5
6 $121K
VTRS
Viatris Inc

Healthcare
-11
- 14.47%
$8.74 - $10.69 $96.1 - $118
65 $647K
CIVI
Civitas Resources, Inc.

Energy
-1
- 50.0%
$27.85 - $37.37 $27.9 - $37.4
1 $37K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-1
- 16.67%
$113.78 - $148.0 $114 - $148
5 $696K
APA
Apa Corp

Energy
-1
- 16.67%
$18.06 - $24.69 $18.1 - $24.7
5 $126K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-50
- 8.96%
$25.29 - $28.33 $1.26K - $1.42K
508 $14.2M
IEMG
Ishares Inc

ETFs
-2
- 6.06%
N/A
31 $2.04M
PCG
Pg&E Corp

Utilities
-80
- 6.67%
$13.0 - $15.73 $1.04K - $1.26K
1.12K $16.9M
PEP
Pepsico Inc

Consumer Defensive
-2
- 3.57%
$133.81 - $152.16 $268 - $304
54 $7.58M
VNQ
Vanguard Specialized Funds Van

ETFs
-39
- 2.43%
$88.47 - $93.24 $3.45K - $3.64K
1.56K $143M
FCOM
Fidelity Covington Tr Msci Com

ETFs
-11
- 6.18%
$63.98 - $72.59 $704 - $798
167 $11.9M
ITW
Illinois Tool Works Inc

Industrials
-3
- 1.63%
$252.31 - $269.41 $757 - $808
181 $47.5M
DISV
Dimensional ETF Tr Dimensional

ETFs
-42
- 3.08%
$32.78 - $35.79 $1.38K - $1.5K
1.32K $47.2M
XOM
Exxon Mobil Corp

Energy
-68
- 2.92%
$105.83 - $117.22 $7.2K - $7.97K
2.26K $255M
DHI
Horton D R Inc

Consumer Cyclical
-2
- 1.87%
$129.82 - $184.04 $260 - $368
105 $17.8M
TJX
Tjx Companies Inc

Consumer Cyclical
-38
- 8.15%
$121.35 - $144.54 $4.61K - $5.49K
428 $61.9M
UNH
Unitedhealth Group Inc

Healthcare
-2
- 1.24%
$237.77 - $353.61 $476 - $707
159 $54.9M
HDV
Ishares Core High Dividend ETF

ETFs
-16
- 0.93%
$118.16 - $123.66 $1.89K - $1.98K
1.71K $209M
HD
Home Depot, Inc.

Consumer Cyclical
-4
- 1.3%
$357.4 - $423.42 $1.43K - $1.69K
303 $123M
RTX
Raytheon Technologies Corp

Industrials
-5
- 0.76%
$144.19 - $167.33 $721 - $837
651 $109M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-2.29K
- 4.66%
$41.91 - $44.87 $96K - $103K
46.8K $2.09B
ABBV
Abb Vie Inc.

Healthcare
-16
- 2.89%
$184.85 - $231.54 $2.96K - $3.7K
538 $125M
AVGO
Broadcom Inc.

Technology
-6
- 0.89%
$264.74 - $369.57 $1.59K - $2.22K
669 $221M
ISVL
Ishares Tr Intl Developed Smal
-74
- 0.38%
$41.88 - $45.27 $3.1K - $3.35K
19.3K $872M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-6
- 0.03%
$30.13 - $33.37 $181 - $200
22.7K $757M
Activity Summary
Buys All Purchases 181 New Holdings 21 Increased Positions 160 Sells All Sells 111 Reductions 110 Sold out 1 Options Calls 0 Puts 0
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