Valued Retirements, Inc. Portfolio Holdings

Valued Retirements, Inc.

  • $72.6 Billion
  • Q3 2024

Valued Retirements, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $72.6 Billion distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $4.95B, Invesco Qqq Trust, Series 1 with a value of $4.8B, Exxon Mobil Corp with a value of $4.65B, Invesco Exchange Traded Fd Tr with a value of $4.22B, and Cambria Shareholder Yld ETF with a value of $3.61B.

Examining the 13F form we can see an increase of $72.6B in the current position value.

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 $72.6 Billion
ETFs: $50.3 Billion
Technology: $7.1 Billion
Energy: $5.11 Billion
Financial Services: $2.64 Billion
Real Estate: $2.14 Billion
Communication Services: $1.36 Billion
Consumer Cyclical: $858 Million
Basic Materials: $624 Million
Other: $1.02 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.77B
$955 Million 1.32% of portfolio
67,787
Q4 2023 Reduced 9.04%

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $72.6 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 81 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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