Valued Retirements, Inc. Purchases in Q3 2024

Valued Retirements, Inc.

  • $72.6 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
1.66K
New
$194.66 - $225.97 $324K - $376K
1.66K $366M
AVGO
Broadcom Inc.

Technology
2K
New
$136.27 - $1745.86 $273K - $3.49M
2K $345M
CCI
Crown Castle International Corp

Real Estate
2.82K
New
$95.29 - $120.24 $269K - $339K
2.82K $335M
LLY
Eli Lilly & CO

Healthcare
371
New
$772.14 - $960.02 $286K - $356K
371 $328M
HDV
Ishares Core High Dividend ETF

ETFs
2.62K
New
$107.62 - $118.76 $282K - $311K
2.62K $308M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.51K
New
$178.94 - $207.0 $269K - $312K
1.51K $303M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
5.1K
New
$51.29 - $56.57 $262K - $289K
5.1K $289M
VTWG
Vanguard Russell 2000 Growth E

ETFs
1.37K
New
$186.75 - $211.16 $256K - $290K
1.37K $284M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
805
New
$305.34 - $350.41 $246K - $282K
805 $278M
JPM
Jpmorgan Chase & CO

Financial Services
1.29K
New
$194.9 - $224.8 $252K - $290K
1.29K $272M
VB
Vanguard Small Cap ETF

ETFs
1.1K
New
$214.77 - $237.72 $235K - $261K
1.1K $260M
MA
Mastercard Inc

Financial Services
525
New
$429.6 - $500.99 $226K - $263K
525 $259M
SPYG
Spdr Portfolio

ETFs
3K
New
$73.38 - $84.1 $220K - $253K
3K $249M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.63K
New
$48.51 - $52.86 $225K - $245K
4.63K $245M
MRK
Merck & Co., Inc.

Healthcare
2.14K
New
$111.15 - $128.97 $237K - $275K
2.14K $243M
ACN
Accenture PLC

Technology
686
New
$295.44 - $355.81 $203K - $244K
686 $242M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
515
New
$405.19 - $478.57 $209K - $246K
515 $237M
GOOG
Alphabet Inc.

Communication Services
1.38K
New
$149.54 - $192.66 $206K - $265K
1.38K $230M
WELL
Welltower Inc.

Real Estate
1.79K
New
$104.0 - $129.74 $186K - $232K
1.79K $229M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
2.16K
New
$97.05 - $106.1 $209K - $229K
2.16K $228M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.36K
New
$85.48 - $98.39 $201K - $232K
2.36K $227M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
2.08K
New
$97.19 - $109.09 $202K - $226K
2.08K $225M
APD
Air Products & Chemicals, Inc.

Basic Materials
743
New
$247.34 - $300.11 $184K - $223K
743 $221M
SMOT
Vaneck ETF Tr Morningstar Smid
6.02K
New
N/A
6.02K $211M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.21K
New
$58.03 - $65.37 $186K - $210K
3.21K $208M
VZ
Verizon Communications Inc

Communication Services
4.55K
New
$38.89 - $45.0 $177K - $205K
4.55K $205M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.2K
New
$91.42 - $91.82 $201K - $202K
2.2K $202M
VGSH
Vanguard

ETFs
3.4K
New
$57.74 - $59.13 $196K - $201K
3.4K $201M
SPY
Spdr S&P 500 ETF Trust

ETFs
349
New
$517.38 - $573.86 $181K - $200K
349 $200M
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
14.8K
New
$8.72 - $9.6 $129K - $142K
14.8K $142M
Activity Summary
Buys All Purchases 81 New Holdings 81 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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