Valued Retirements, Inc. Incresed Positions in Q1 2025

Valued Retirements, Inc.

  • $76.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PHYS
Sprott Physical Gold Trust

Financial Services
46.8K
+ 80.2%
$20.25 - $24.06 $948K - $1.13M
105K $2.53B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
20.1K
+ 90.06%
$55.41 - $60.74 $1.11M - $1.22M
42.3K $2.39B
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.54K
+ 110.85%
$169.43 - $182.84 $768K - $829K
8.63K $1.49B
FDVV
Fidelity High Dividend ETF

ETFs
10.9K
+ 15.51%
$48.86 - $52.28 $535K - $572K
81.5K $4.04B
IWY
Ishares Tr Russell 200 Growth

ETFs
3.15K
+ 52.71%
$210.19 - $243.33 $661K - $766K
9.11K $1.92B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.87K
+ 72.94%
$192.82 - $222.1 $554K - $638K
6.81K $1.32B
IMTM
Ishares Msci Intl Momentum Fac

ETFs
7.41K
+ 31.7%
$37.06 - $41.11 $275K - $305K
30.8K $1.23B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
430
+ 83.5%
$442.66 - $534.52 $190K - $230K
945 $503M
MA
Mastercard Inc

Financial Services
411
+ 78.29%
$504.67 - $576.31 $207K - $237K
936 $513M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.49K
+ 27.27%
$18.36 - $20.51 $174K - $195K
44.3K $876M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
723
+ 10.78%
$507.05 - $563.67 $367K - $408K
7.43K $3.82B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.98K
+ 29.38%
$57.21 - $65.8 $170K - $196K
13.1K $765M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
3.43K
+ 20.43%
$28.25 - $31.5 $97K - $108K
20.2K $606M
WELL
Welltower Inc.

Real Estate
18
+ 1.01%
$124.05 - $156.86 $2.23K - $2.82K
1.81K $277M
V
Visa Inc.

Financial Services
30
+ 4.3%
$306.92 - $362.71 $9.21K - $10.9K
728 $255M
JPM
Jpmorgan Chase & CO

Financial Services
85
+ 6.58%
$225.19 - $279.95 $19.1K - $23.8K
1.38K $338M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
62
+ 0.62%
$41.61 - $44.72 $2.58K - $2.77K
10.1K $438M
CSCO
Cisco Systems, Inc.

Technology
2
+ 0.05%
$58.74 - $64.87 $117 - $130
4.11K $253M
VIG
Vanguard Dividend Appreciation

ETFs
5
+ 0.12%
N/A
4.11K $797M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1
+ 0.12%
$333.37 - $384.99 $333 - $385
806 $269M
VTWG
Vanguard Russell 2000 Growth E

ETFs
1
+ 0.07%
$185.73 - $221.19 $186 - $221
1.37K $256M
AMZN
Amazon Com Inc

Consumer Cyclical
474
+ 10.29%
$190.26 - $242.06 $90.2K - $115K
5.08K $966M
VUG
Vanguard Growth ETF

ETFs
2
+ 0.11%
$369.1 - $427.61 $738 - $855
1.84K $684M
EXPI
Exp World Holdings, Inc.

Real Estate
1.48K
+ 2.31%
$9.38 - $11.76 $13.9K - $17.4K
65.5K $641M
NVDA
Nvidia Corp

Technology
530
+ 7.43%
$106.98 - $149.43 $56.7K - $79.2K
7.66K $831M
MSFT
Microsoft Corp

Technology
121
+ 2.82%
$375.39 - $447.2 $45.4K - $54.1K
4.42K $1.66B
Activity Summary
Buys All Purchases 38 New Holdings 11 Increased Positions 27 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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