Valued Retirements, Inc. Portfolio Holdings
Valued Retirements, Inc.
- $88.6 Billion
- Q3 2025
Valued Retirements, Inc. has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $88.6 Billion distributed in 89 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 $5.26B, Dimensional ETF Tr with a value of $4.82B, Fidelity High Dividend ETF with a value of $4.55B, Vanguard Index Fds S&P 500 ETF with a value of $4.42B, and Exxon Mobil Corp with a value of $4.22B.
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
$88.6 Billion
ETFs: $62.9 Billion
Technology: $7.59 Billion
Financial Services: $6.06 Billion
Energy: $4.71 Billion
Communication Services: $2.58 Billion
Real Estate: $1.8 Billion
Consumer Cyclical: $1.29 Billion
Basic Materials: $489 Million
Other: $1.18 Billion
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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