Valued Retirements, Inc. Portfolio Holdings

Valued Retirements, Inc.

  • $74.2 Billion
  • Q4 2024

Valued Retirements, Inc. has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $74.2 Billion distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $5.04B, Dimensional ETF Tr with a value of $4.38B, Exxon Mobil Corp with a value of $4.27B, Invesco Exchange Traded Fd Tr with a value of $3.94B, and Apple Inc. with a value of $3.8B.

Examining the 13F form we can see an increase of $1.65B in the current position value, from $72.6B to 74.2B.

Valued Retirements, Inc. is based out at Houston, TX

Below you can find more details about Valued Retirements, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $74.2 Billion
ETFs: $52.6 Billion
Technology: $7.52 Billion
Energy: $4.76 Billion
Financial Services: $3.43 Billion
Real Estate: $1.74 Billion
Communication Services: $1.26 Billion
Consumer Cyclical: $1.01 Billion
Basic Materials: $480 Million
Other: $623 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $74.2 Billion
  • Prior Value $72.6 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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