Valued Wealth Advisors LLC Purchases and Sells in Q2 2025

Valued Wealth Advisors LLC

$192 Billion
Q2 2025

Top Buys

Incresed Positions

97 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAU	55.3K + 7.1%	$34.04 - $42.36 $1.88M - $2.34M	834K $35.3B
AVUV	35.9K + 17.01%	$75.17 - $91.21 $2.7M - $3.28M	247K $22.5B
DFSD	51.3K + 11.92%	$47.09 - $48.01 $2.41M - $2.46M	482K $23.1B
DFAT	29K + 37.03%	$44.8 - $53.97 $1.3M - $1.57M	107K $5.8B
AVEM	4.98K + 3.12%	$53.08 - $68.54 $264K - $341K	165K $11.3B
AVLV	13.3K + 9.04%	$56.85 - $68.21 $755K - $905K	160K $10.9B

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DISV	1.36K New	$25.93 - $32.91 $35.4K - $44.9K	1.36K $44.9M
FIS	516 New	$68.14 - $82.13 $35.2K - $42.4K	516 $42M
IWF	26 New	$320.42 - $424.58 $8.33K - $11K	26 $11M
IWD	50 New	$166.82 - $194.23 $8.34K - $9.71K	50 $9.71M
IWR	52 New	$74.88 - $91.97 $3.89K - $4.78K	52 $4.78M
VEU	50 New	$54.19 - $67.22 $2.71K - $3.36K	50 $3.36M

Top Sells

Reduced Positions

183 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVSF	-20.7K - 67.05%	$46.28 - $47.03 $958K - $973K	10.2K $478M
DFAS	-7.33K - 61.64%	$52.31 - $63.72 $383K - $467K	4.56K $291M
XSVM	-6.6K - 24.99%	$44.22 - $52.08 $292K - $344K	19.8K $1.03B
IVW	-2.46K - 82.05%	$82.96 - $110.1 $204K - $271K	539 $59.3M
IJH	-2.08K - 99.05%	$51.16 - $62.02 $106K - $129K	20 $1.24M
IWM	-587 - 96.39%	$174.82 - $215.79 $103K - $127K	22 $4.75M

Activity Summary All Purchases 109 New Holdings 12 Increased Positions 97 All Sells 183 Reductions 183 Sold out 0 Calls 0 Puts 0

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