Valued Wealth Advisors LLC Portfolio Holdings
Valued Wealth Advisors LLC
- $167 Billion
- Q1 2025
Valued Wealth Advisors LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $167 Billion distributed in 665 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $29.9B, Dimensional ETF Tr with a value of $21.7B, Dimensional ETF Tr Short Durat with a value of $20.4B, American Centy ETF Tr Avantis with a value of $18.4B, and American Centy ETF Tr Avantis with a value of $10.9B.
Examining the 13F form we can see an increase of $7B in the current position value, from $160B to 167B. Also it can be appreciated an additional of 42 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 $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 665
- Current Value $167 Billion
- Prior Value $160 Billion
- Filing
- Period Q1 2025
- Filing Date May 01, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 42 stocks
- Additional Purchases 127 stocks
- Sold out of 1 stocks
- Reduced holdings in 143 stocks