Valued Retirements, Inc. Portfolio Holdings
Valued Retirements, Inc.
- $76.1 Billion
- Q1 2025
Valued Retirements, Inc. has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $76.1 Billion distributed in 82 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $4.69B, Exxon Mobil Corp with a value of $4.65B, Invesco Qqq Trust, Series 1 with a value of $4.49B, Fidelity High Dividend ETF with a value of $4.04B, and Vanguard Index Fds S&P 500 ETF with a value of $3.82B.
Examining the 13F form we can see an increase of $1.84B in the current position value, from $74.2B to 76.1B.
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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