Valued Wealth Advisors LLC Purchases in Q1 2025

Valued Wealth Advisors LLC

  • $167 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
36.6K
+ 5.55%
$28.88 - $32.4 $1.06M - $1.18M
695K $21.7B
AVDV
American Centy ETF Tr Avantis

ETFs
6.97K
+ 4.65%
$63.74 - $71.96 $445K - $502K
157K $10.9B
DFSD
Dimensional ETF Tr Short Durat

ETFs
18K
+ 4.36%
$46.74 - $47.55 $839K - $854K
430K $20.4B
AVSF
American Centy ETF Tr Avantis

ETFs
23K
+ 290.85%
$45.96 - $46.74 $1.06M - $1.07M
30.9K $1.44B
AVEM
American Centy ETF Tr Avantis

ETFs
10.9K
+ 7.36%
$57.11 - $62.4 $625K - $683K
160K $9.61B
DFSV
Dimensional ETF Tr Dimensional

ETFs
21.1K
New
$27.56 - $32.1 $581K - $677K
21.1K $594M
ISVL
Ishares Tr Intl Developed Smal
11.8K
+ 106.04%
$33.63 - $38.07 $395K - $448K
22.8K $847M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
7.64K
+ 14.85%
$26.71 - $31.58 $204K - $241K
59.1K $1.79B
AVDE
American Centy ETF Tr Avantis

ETFs
1.6K
+ 3.04%
$60.63 - $68.55 $97.1K - $110K
54.2K $3.59B
XSVM
Invesco S&P Smallcap Value Wit

ETFs
8.55K
+ 47.92%
$49.34 - $55.91 $422K - $478K
26.4K $1.33B
DFAS
Dimensional ETF Tr U S Small C

ETFs
6.28K
+ 111.91%
$58.81 - $68.2 $369K - $428K
11.9K $710M
AVUS
American Centy ETF Tr Avantis

ETFs
4.23K
+ 29.12%
$90.7 - $101.57 $384K - $430K
18.8K $1.73B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
5.85K
+ 12.79%
$39.96 - $43.3 $234K - $253K
51.6K $2.13B
AVLV
American Centy ETF Tr Avantis
6.81K
+ 4.87%
$63.51 - $70.42 $432K - $479K
147K $9.57B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.65K
+ 13.26%
$37.07 - $40.63 $98.3K - $108K
22.6K $891M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.07K
+ 316.32%
$90.0 - $96.32 $95.9K - $103K
1.4K $129M
VGT
Vanguard Information Technolog

ETFs
98
New
$542.38 - $646.34 $53.2K - $63.3K
98 $53.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.96K
New
$21.75 - $24.28 $42.7K - $47.6K
1.96K $43.3M
T
At&T Inc.

Communication Services
829
+ 23.28%
$21.56 - $28.28 $17.9K - $23.4K
4.39K $124M
MGK
Vanguard Mega Cap Growth ETF

ETFs
137
New
$307.43 - $357.48 $42.1K - $49K
137 $42.3M
IVV
Ishares Core S&P 500 ETF

ETFs
116
+ 11.71%
$554.06 - $615.85 $64.3K - $71.4K
1.11K $622M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
35
+ 14.17%
$442.66 - $534.52 $15.5K - $18.7K
282 $150M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
708
+ 4.59%
$25.81 - $28.52 $18.3K - $20.2K
16.1K $445M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
1.45K
New
$21.77 - $22.56 $31.6K - $32.7K
1.45K $32.6M
BMY
Bristol Myers Squibb CO

Healthcare
440
+ 51.1%
$53.9 - $63.11 $23.7K - $27.8K
1.3K $79.4M
IGM
Ishares Expanded Tech Sector E

ETFs
315
New
$90.67 - $108.46 $28.6K - $34.2K
315 $28.6M
V
Visa Inc.

Financial Services
37
+ 12.29%
$306.92 - $362.71 $11.4K - $13.4K
338 $118M
LLY
Eli Lilly & CO

Healthcare
17
+ 14.41%
$725.72 - $929.72 $12.3K - $15.8K
135 $112M
ABBV
Abb Vie Inc.

Healthcare
10
+ 1.9%
$169.2 - $216.66 $1.69K - $2.17K
536 $112M
SCHG
Schwab Strategic Tr Us Large C

ETFs
748
New
$24.91 - $29.02 $18.6K - $21.7K
748 $18.7M
ENPH
Enphase Energy, Inc.

Technology
285
New
$52.87 - $73.51 $15.1K - $21K
285 $17.7M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
243
New
$63.07 - $73.5 $15.3K - $17.9K
243 $17.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
814
+ 208.18%
$18.36 - $20.51 $14.9K - $16.7K
1.21K $23.8M
ABT
Abbott Laboratories

Healthcare
76
+ 24.36%
$111.1 - $140.22 $8.44K - $10.7K
388 $51.5M
Lam Research Corp
215
+ 30.71%
N/A
915 $66.7M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
90
New
$161.27 - $192.3 $14.5K - $17.3K
90 $14.5M
ADP
Automatic Data Processing Inc

Industrials
30
+ 7.26%
$286.85 - $318.64 $8.61K - $9.56K
443 $136M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
137
New
$100.56 - $108.28 $13.8K - $14.8K
137 $14.1M
AFL
Aflac Inc

Financial Services
97
+ 24.37%
$100.99 - $111.19 $9.8K - $10.8K
495 $55.1M
NFLX
Netflix Inc

Communication Services
10
+ 9.26%
$828.4 - $1058.6 $8.28K - $10.6K
118 $110M
VZ
Verizon Communications Inc

Communication Services
107
+ 6.66%
$37.81 - $46.49 $4.05K - $4.97K
1.71K $77.7M
PAYX
Paychex Inc

Industrials
64
+ 33.16%
$136.06 - $154.52 $8.71K - $9.89K
257 $39.7M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
30
New
$408.78 - $448.82 $12.3K - $13.5K
30 $12.6M
TMUS
T Mobile Us, Inc.

Communication Services
16
+ 9.3%
$211.3 - $272.83 $3.38K - $4.37K
188 $50.3M
PGR
Progressive Corp

Financial Services
25
+ 21.93%
$235.61 - $291.22 $5.89K - $7.28K
139 $39.4M
VNQ
Vanguard Specialized Funds Van

ETFs
106
+ 6.43%
$85.55 - $94.34 $9.07K - $10K
1.76K $159M
PCG
Pg&E Corp

Utilities
766
+ 176.91%
$15.16 - $20.4 $11.6K - $15.6K
1.2K $20.6M
CVX
Chevron Corp

Energy
4
+ 0.84%
$146.71 - $167.97 $587 - $672
483 $80.8M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
14
+ 25.0%
$402.49 - $513.76 $5.63K - $7.19K
70 $33.9M
Activity Summary
Buys All Purchases 169 New Holdings 42 Increased Positions 127 Sells All Sells 144 Reductions 143 Sold out 1 Options Calls 0 Puts 0
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