Valued Retirements, Inc. Purchases in Q2 2025

Valued Retirements, Inc.

  • $88.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
14.8K
New
$72.32 - $86.4 $1.07M - $1.28M
14.8K $1.28B
QGRO
American Centy ETF Tr Stoxx Us

ETFs
8K
+ 78.23%
$83.67 - $109.12 $669K - $873K
18.2K $1.99B
PHYS
Sprott Physical Gold Trust

Financial Services
28.8K
+ 27.35%
$22.82 - $26.29 $656K - $756K
134K $3.39B
IWY
Ishares Tr Russell 200 Growth

ETFs
1.64K
+ 18.02%
$187.5 - $246.51 $308K - $405K
10.8K $2.65B
IMTM
Ishares Msci Intl Momentum Fac

ETFs
11.8K
+ 38.35%
$36.01 - $45.69 $425K - $540K
42.6K $1.95B
LVHI
Franklin International Low Vol

ETFs
21.4K
New
$28.91 - $33.28 $619K - $712K
21.4K $697M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
8.78K
+ 20.73%
$50.39 - $60.05 $442K - $527K
51.1K $3.07B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
342
+ 4.6%
$456.74 - $568.03 $156K - $194K
7.77K $4.42B
VFMO
Vanguard Wellington Fd U S Mom

ETFs
3.07K
+ 202.84%
$134.25 - $172.52 $413K - $530K
4.59K $792M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.61K
+ 30.25%
$152.93 - $181.74 $399K - $474K
11.2K $2.04B
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
9.11K
+ 191.19%
$39.69 - $51.24 $362K - $467K
13.9K $711M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.17K
+ 17.14%
$171.4 - $227.1 $200K - $265K
7.98K $1.81B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.29K
New
$57.46 - $75.58 $247K - $324K
4.29K $324M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.71K
New
$82.32 - $112.47 $223K - $305K
2.71K $305M
RGLD
Royal Gold Inc

Basic Materials
1.56K
New
$155.48 - $186.71 $242K - $291K
1.56K $277M
SPY
Spdr S&P 500 ETF Trust

ETFs
422
New
$496.48 - $617.85 $210K - $261K
422 $261M
TSLA
Tesla, Inc.

Consumer Cyclical
790
New
$221.86 - $362.89 $175K - $287K
790 $251M
GBIL
Goldman Sachs Access Treasury

ETFs
2.49K
New
$99.83 - $100.19 $248K - $249K
2.49K $249M
GILD
Gilead Sciences, Inc.

Healthcare
2.22K
New
$96.91 - $113.0 $215K - $251K
2.22K $246M
RPV
Invesco Exchange Traded Fd Tr

ETFs
2.54K
+ 102.76%
$81.66 - $93.76 $207K - $238K
5K $469M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
964
New
$180.84 - $240.32 $174K - $232K
964 $232M
PLTR
Palantir Technologies Inc.

Technology
1.65K
New
$74.01 - $144.25 $122K - $237K
1.65K $224M
EW
Edwards Lifesciences Corp

Healthcare
2.74K
New
$67.07 - $78.22 $184K - $214K
2.74K $214M
DTH
Wisdomtree Tr

ETFs
4.35K
New
$37.84 - $46.83 $165K - $204K
4.35K $202M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
822
+ 1.33%
$34.78 - $43.42 $28.6K - $35.7K
62.5K $2.71B
SPOT
Spotify Technology S.A.

Communication Services
40
+ 5.45%
$503.3 - $775.9 $20.1K - $31K
774 $594M
WELL
Welltower Inc.

Real Estate
1.1K
+ 60.62%
$136.49 - $155.22 $150K - $170K
2.9K $446M
PAGS
Pag Seguro Digital Ltd.

Technology
11.3K
New
$7.61 - $10.03 $86K - $113K
11.3K $109M
GOOG
Alphabet Inc.

Communication Services
168
+ 12.19%
$146.58 - $180.01 $24.6K - $30.2K
1.55K $274M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
5
+ 0.62%
$299.15 - $396.54 $1.5K - $1.98K
811 $322M
SO
Southern CO

Utilities
410
+ 8.41%
$84.91 - $92.56 $34.8K - $37.9K
5.29K $485M
CSCO
Cisco Systems, Inc.

Technology
1
+ 0.02%
$53.19 - $69.38 $53.2 - $69.4
4.11K $285M
VTWG
Vanguard Russell 2000 Growth E

ETFs
1
+ 0.07%
$163.6 - $208.47 $164 - $208
1.37K $287M
VCIT
Vanguard Intermediate Term Cor

ETFs
29
+ 0.84%
$79.56 - $82.92 $2.31K - $2.4K
3.47K $288M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
2
+ 0.02%
$38.18 - $45.52 $76.4 - $91
10.1K $443M
APD
Air Products & Chemicals, Inc.

Basic Materials
17
+ 2.32%
$248.61 - $294.96 $4.23K - $5.01K
751 $212M
HDV
Ishares Core High Dividend ETF

ETFs
4
+ 0.17%
$108.41 - $120.51 $434 - $482
2.29K $269M
Activity Summary
Buys All Purchases 38 New Holdings 14 Increased Positions 24 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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