Valued Wealth Advisors LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $160 Billion distributed in 653 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $30.1B, American Centy ETF Tr Avantis with a value of $19.8B, Dimensional ETF Tr Short Durat with a value of $19.3B, Dimensional ETF Tr with a value of $19.2B, and American Centy ETF Tr Avantis with a value of $9.75B.
Examining the 13F form we can see an increase of $5.36B in the current position value, from $154B to 160B.
Also it can be appreciated an additional of 50 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
$160 Billion
ETFs: $136 Billion
Technology: $3.13 Billion
Financial Services: $1.3 Billion
Consumer Cyclical: $1.2 Billion
Industrials: $1.15 Billion
Communication Services: $1.05 Billion
Healthcare: $840 Million
Consumer Defensive: $580 Million
Other: $1.18 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
