Valued Wealth Advisors LLC Portfolio Holdings
Valued Wealth Advisors LLC
- $160 Billion
- Q4 2024
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.
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 653
- Current Value $160 Billion
- Prior Value $154 Billion
- Filing
- Period Q4 2024
- Filing Date January 22, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 50 stocks
- Additional Purchases 229 stocks
- Sold out of 1 stocks
- Reduced holdings in 128 stocks