Valued Wealth Advisors LLC Portfolio Holdings

Valued Wealth Advisors LLC

  • $154 Billion
  • Q3 2024

Valued Wealth Advisors LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $154 Billion distributed in 648 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $29.4B, Dimensional ETF Tr with a value of $19.5B, American Centy ETF Tr Avantis with a value of $18.8B, Dimensional ETF Tr Short Durat with a value of $17.1B, and American Centy ETF Tr Avantis with a value of $9.89B.

Examining the 13F form we can see an increase of $8.6B in the current position value, from $146B to 154B. Also it can be appreciated an additional of 51 stocks purchases and 1 closed positions.

Valued Wealth Advisors LLC is based out at Holladay, UT

Below you can find more details about Valued Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $154 Billion
ETFs: $131 Billion
Technology: $3.05 Billion
Financial Services: $1.26 Billion
Industrials: $1.16 Billion
Healthcare: $1.03 Billion
Consumer Cyclical: $1.02 Billion
Communication Services: $963 Million
Consumer Defensive: $555 Million
Other: $1.19 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$38.6B
$1.4 Million 0.0% of portfolio
19
Q4 2023 New
$7.15B
$3.06 Million 0.0% of portfolio
103
Q1 2024 Added 0.98%
$5.66B
$210,000 0.0% of portfolio
60
Q2 2024 Reduced 80.26%
$9.58B
$3.96 Million 0.0% of portfolio
20
Q4 2023 New
$10.8B
$748,000 0.0% of portfolio
7
Q4 2023 New
$5.18B
$4.26 Million 0.0% of portfolio
30
Q4 2023 New
$8.99B
$387,000 0.0% of portfolio
13
Q2 2024 Added 160.0%
$29B
$1.23 Million 0.0% of portfolio
42
Q3 2024 Reduced 39.13%
$7.95B
$794,000 0.0% of portfolio
3
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 648
  • Current Value $154 Billion
  • Prior Value $146 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 51 stocks
  • Additional Purchases 197 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 147 stocks
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