Valued Retirements, Inc. Incresed Positions in Q2 2025

Valued Retirements, Inc.

  • $88.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
FDVV
Fidelity High Dividend ETF

ETFs
5.96K
+ 7.31%
$43.6 - $52.02 $260K - $310K
87.5K $4.55B
IDMO
Invesco ETF Tr Ii S&P Intl Dev

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

ETFs
2.54K
+ 102.76%
$81.66 - $93.76 $207K - $238K
5K $469M
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
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
Track This Portfolio

Track Valued Retirements, Inc. Portfolio

Follow Valued Retirements, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valued Retirements, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valued Retirements, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email