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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$41.5B
$26.8 Million 0.02% of portfolio
467
Q3 2024 Reduced 8.43%
$111B
$26.7 Million 0.02% of portfolio
319
Q3 2024 Added 101.9%
$81.1B
$24.2 Million 0.02% of portfolio
23
Q3 2024 Added 53.33%
$0
$29.9 Million 0.02% of portfolio
1,000
Q3 2024 New
$61.7B
$30.7 Million 0.02% of portfolio
1,040
Q4 2023 New
$965B
$37.5 Million 0.02% of portfolio
215
Q4 2023 New
Linde PLC
-
$38.1 Million 0.02% of portfolio
-
Q3 2024 Added 3.9%
$73.9B
$29.1 Million 0.02% of portfolio
843
Q3 2024 Reduced 20.99%
$120B
$30.1 Million 0.02% of portfolio
104
Q3 2024 Added 33.33%
$293B
$32.4 Million 0.02% of portfolio
157
Q3 2024 Added 12.14%
$230B
$35.8 Million 0.02% of portfolio
301
Q1 2024 Added 11.48%
$164B
$26.1 Million 0.02% of portfolio
50
Q3 2024 Reduced 26.47%
$316B
$36.1 Million 0.02% of portfolio
245
Q3 2024 Reduced 70.83%
$41B
$25.2 Million 0.02% of portfolio
507
Q1 2024 New
$35.2B
$25.3 Million 0.02% of portfolio
117
Q3 2024 Reduced 0.85%
$57.6B
$27.8 Million 0.02% of portfolio
379
Q3 2024 Reduced 10.4%
$120B
$23.7 Million 0.02% of portfolio
51
Q3 2024 Added 18.6%
$0
$25.6 Million 0.02% of portfolio
795
Q1 2024 New
$5.8B
$38.1 Million 0.02% of portfolio
386
Q4 2023 New
$106B
$32.5 Million 0.02% of portfolio
141
Q3 2024 Reduced 6.62%
$120B
$30.8 Million 0.02% of portfolio
596
Q3 2024 Added 1,168.09%
$0
$32.1 Million 0.02% of portfolio
337
Q3 2024 Added 891.18%
$218B
$30.5 Million 0.02% of portfolio
186
Q3 2024 Reduced 1.06%
$86.9B
$24.5 Million 0.02% of portfolio
152
Q3 2024 Reduced 70.43%
$198B
$37.9 Million 0.02% of portfolio
9
Q1 2024 Added 12.5%
$0
$35.3 Million 0.02% of portfolio
179
Q3 2024 New
$203B
$33 Million 0.02% of portfolio
289
Q3 2024 Added 78.4%
$495B
$37 Million 0.02% of portfolio
217
Q3 2024 Added 13.02%
$105B
$27.3 Million 0.02% of portfolio
263
Q3 2024 Reduced 1.13%
$158B
$25 Million 0.02% of portfolio
26
Q2 2024 Added 8.33%
$145B
$35.3 Million 0.02% of portfolio
143
Q3 2024 Reduced 15.38%
$0
$32.5 Million 0.02% of portfolio
304
Q3 2024 Reduced 3.18%
$0
$7.88 Million 0.01% of portfolio
192
Q3 2024 New
$167B
$19.4 Million 0.01% of portfolio
72
Q3 2024 Added 12.5%
$147B
$18.6 Million 0.01% of portfolio
287
Q3 2024 Reduced 9.46%
$19.7B
$9.2 Million 0.01% of portfolio
70
Q3 2024 Reduced 10.26%
$227B
$9.71 Million 0.01% of portfolio
93
Q3 2024 Added 29.17%
$81.7B
$7.99 Million 0.01% of portfolio
9
Q3 2024 Added 28.57%
$31B
$9.08 Million 0.01% of portfolio
166
Q3 2024 Reduced 5.14%
$27B
$16.7 Million 0.01% of portfolio
174
Q3 2024 Added 1.16%
$78.9B
$9.8 Million 0.01% of portfolio
80
Q3 2024 Reduced 27.27%
$41B
$17.8 Million 0.01% of portfolio
200
Q3 2024 Reduced 0.5%
$22.9B
$11.1 Million 0.01% of portfolio
115
Q4 2023 New
$43.5B
$9.39 Million 0.01% of portfolio
889
Q3 2024 Reduced 21.12%
$215B
$14.3 Million 0.01% of portfolio
47
Q3 2024 Reduced 2.08%
$0
$18.6 Million 0.01% of portfolio
32
Q3 2024 Added 6.67%
$210B
$14.7 Million 0.01% of portfolio
152
Q3 2024 Reduced 21.24%
$48.1B
$21.5 Million 0.01% of portfolio
153
Q2 2024 Added 29.66%
$96.2B
$21.9 Million 0.01% of portfolio
42
Q3 2024 Added 5.0%

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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