Valued Retirements, Inc. Purchases in Q4 2024

Valued Retirements, Inc.

  • $74.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
4.3K
+ 258.65%
$216.72 - $244.71 $933K - $1.05M
5.97K $1.4B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
17.2K
+ 336.47%
$55.86 - $60.21 $959K - $1.03M
22.3K $1.28B
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.09K
New
$174.22 - $187.62 $713K - $768K
4.09K $717M
FDVV
Fidelity High Dividend ETF

ETFs
15K
+ 27.01%
$49.66 - $52.63 $745K - $790K
70.6K $3.53B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
857
+ 14.65%
$521.84 - $558.82 $447K - $479K
6.71K $3.61B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.43K
+ 161.62%
$198.04 - $221.51 $482K - $539K
3.94K $829M
PHYS
Sprott Physical Gold Trust

Financial Services
22.8K
+ 63.99%
$19.66 - $21.66 $448K - $493K
58.3K $1.18B
VCIT
Vanguard Intermediate Term Cor

ETFs
3.75K
New
$80.13 - $83.77 $300K - $314K
3.75K $301M
QQQ
Invesco Qqq Trust, Series 1

ETFs
26
+ 0.26%
$481.22 - $538.17 $12.5K - $14K
9.86K $5.04B
V
Visa Inc.

Financial Services
698
New
$273.87 - $320.91 $191K - $224K
698 $221M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
21.9K
+ 169.98%
$18.41 - $40.87 $403K - $895K
34.8K $644M
IWP
Ishares Russell Mid Cap Growth

ETFs
153
+ 2.16%
$116.4 - $138.52 $17.8K - $21.2K
7.23K $916M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
961
+ 10.48%
$61.68 - $67.87 $59.3K - $65.2K
10.1K $631M
RFV
Invesco Exchange Traded Fd Tr

ETFs
336
+ 9.06%
$116.09 - $131.23 $39K - $44.1K
4.04K $490M
VUG
Vanguard Growth ETF

ETFs
2
+ 0.11%
$378.79 - $428.11 $758 - $856
1.84K $756M
VIG
Vanguard Dividend Appreciation

ETFs
74
+ 1.84%
N/A
4.1K $803M
VTWG
Vanguard Russell 2000 Growth E

ETFs
1
+ 0.07%
$202.91 - $229.76 $203 - $230
1.37K $288M
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 0.13%
$285.5 - $335.62 $286 - $336
744 $216M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.55K
+ 200.0%
$26.93 - $84.95 $257K - $811K
14.3K $391M
HDV
Ishares Core High Dividend ETF

ETFs
5
+ 0.19%
$110.82 - $121.28 $554 - $606
2.62K $294M
VEA
Vanguard Ftse Developed Market

ETFs
714
+ 7.16%
$47.57 - $52.44 $34K - $37.4K
10.7K $511M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
1.28K
+ 8.27%
$28.33 - $31.77 $36.4K - $40.8K
16.8K $476M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
1.01K
+ 4.49%
$37.33 - $40.39 $37.5K - $40.6K
23.4K $875M
SO
Southern CO

Utilities
12
+ 0.24%
$81.5 - $94.15 $978 - $1.13K
4.97K $409M
Activity Summary
Buys All Purchases 25 New Holdings 4 Increased Positions 21 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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