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
XLRE
Select Sector Spdr Tr Real Est

ETFs
266
New
$39.18 - $43.52 $10.4K - $11.6K
266 $11.1M
UNP
Union Pacific Corp

Industrials
30
+ 7.44%
$225.21 - $254.42 $6.76K - $7.63K
433 $102M
TRV
Travelers Companies, Inc.

Financial Services
8
+ 2.38%
$232.43 - $265.13 $1.86K - $2.12K
344 $91.1M
FCOM
Fidelity Covington Tr Msci Com

ETFs
178
New
$55.97 - $64.13 $9.96K - $11.4K
178 $10M
AMD
Advanced Micro Devices Inc

Technology
123
+ 71.93%
$96.63 - $129.55 $11.9K - $15.9K
294 $30.2M
XLV
Select Sector Spdr Fund Health

ETFs
65
New
$137.61 - $149.68 $8.94K - $9.73K
65 $9.49M
AVGE
American Centy ETF Tr Avantis
134
+ 17.31%
N/A
908 $64.6M
MA
Mastercard Inc

Financial Services
11
+ 10.38%
$504.67 - $576.31 $5.55K - $6.34K
117 $64.2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
371
+ 198.4%
$23.16 - $27.04 $8.59K - $10K
558 $13.1M
SCHP
Schwab Strategic Us Tips ETF

ETFs
294
New
$25.69 - $26.89 $7.55K - $7.91K
294 $7.91M
WFC
Wells Fargo & Company

Financial Services
82
+ 11.48%
$66.78 - $81.42 $5.48K - $6.68K
796 $57.2M
MMM
3 M CO

Industrials
2
+ 0.57%
$129.7 - $155.12 $259 - $310
353 $51.8M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
257
New
$24.29 - $24.65 $6.24K - $6.34K
257 $6.33M
CB
Chubb LTD

Financial Services
12
+ 11.76%
$257.71 - $301.99 $3.09K - $3.62K
114 $34.6M
AIG
American International Group, Inc.

Financial Services
2
+ 0.47%
$70.5 - $86.94 $141 - $174
428 $37.2M
BK
Bank Of New York Mellon Corp

Financial Services
53
+ 25.73%
$75.42 - $88.95 $4K - $4.71K
259 $21.7M
IBM
International Business Machines Corp

Technology
5
+ 3.18%
$217.4 - $264.74 $1.09K - $1.32K
162 $40.2M
MELI
Mercadolibre Inc

Consumer Cyclical
2
+ 28.57%
$1739.0 - $2260.0 $3.48K - $4.52K
9 $17.6M
HIG
Hartford Financial Services Group, Inc.

Financial Services
19
+ 8.52%
$106.31 - $123.73 $2.02K - $2.35K
242 $30.1M
VIG
Vanguard Dividend Appreciation

ETFs
31
+ 11.52%
N/A
300 $58.3M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
76
New
$65.44 - $70.64 $4.97K - $5.37K
76 $5.19M
VO
Vanguard Mid Cap ETF

ETFs
20
New
$251.87 - $277.95 $5.04K - $5.56K
20 $5.17M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
73
New
$66.3 - $74.17 $4.84K - $5.41K
73 $5.08M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
100
New
$50.39 - $50.66 $5.04K - $5.07K
100 $5.06M
MU
Micron Technology Inc

Technology
49
+ 18.49%
$86.89 - $109.38 $4.26K - $5.36K
314 $27.3M
VEA
Vanguard Ftse Developed Market

ETFs
96
New
$47.4 - $52.99 $4.55K - $5.09K
96 $4.88M
BWX
Spdr Bloomberg International T

ETFs
220
New
$20.94 - $22.04 $4.61K - $4.85K
220 $4.81M
FSTA
Fidelity Covington Tr Msci Con

ETFs
93
New
$48.3 - $52.85 $4.49K - $4.92K
93 $4.76M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
65
New
$69.87 - $75.62 $4.54K - $4.92K
65 $4.71M
ITOT
Ishares Core S&P Total U.S. St

ETFs
46
+ 33.09%
$120.29 - $134.6 $5.53K - $6.19K
185 $22.6M
Linde PLC
1
+ 1.23%
N/A
82 $38.3M
TJX
Tjx Companies Inc

Consumer Cyclical
32
+ 6.65%
$112.81 - $126.16 $3.61K - $4.04K
513 $62.4M
APD
Air Products & Chemicals, Inc.

Basic Materials
11
+ 5.53%
$283.24 - $338.07 $3.12K - $3.72K
210 $62M
FDIS
Fidelity Covington Tr Msci Con

ETFs
50
New
$82.77 - $101.84 $4.14K - $5.09K
50 $4.23M
ETSY
Etsy Inc

Consumer Cyclical
85
New
$44.4 - $57.29 $3.77K - $4.87K
85 $4.01M
KO
Coca Cola CO

Consumer Defensive
8
+ 2.35%
$60.81 - $72.32 $486 - $579
349 $25.2M
PYZ
Invesco Exchange Traded Fd Tr

ETFs
45
New
$84.63 - $93.15 $3.81K - $4.19K
45 $3.82M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
184
New
$20.7 - $21.15 $3.81K - $3.89K
184 $3.81M
KR
Kroger CO

Consumer Defensive
3
+ 0.54%
$58.36 - $67.72 $175 - $203
554 $37.5M
TRGP
Targa Resources Corp.

Energy
6
+ 5.36%
$178.44 - $217.22 $1.07K - $1.3K
118 $23.7M
EWJ
Ishares Msci Japan ETF

ETFs
53
New
$65.24 - $71.7 $3.46K - $3.8K
53 $3.63M
LCID
Lucid Group, Inc.

Consumer Cyclical
1.5K
New
$2.03 - $3.48 $3.04K - $5.22K
1.5K $3.63M
IEFA
Ishares Tr

ETFs
47
New
$69.57 - $78.65 $3.27K - $3.7K
47 $3.56M
GE
General Electric CO

Industrials
5
+ 6.67%
$168.59 - $212.13 $843 - $1.06K
80 $16.1M
IVE
Ishares S&P 500 Value ETF

ETFs
18
+ 52.94%
$185.78 - $198.58 $3.34K - $3.57K
52 $9.91M
META
Meta Platforms, Inc.

Communication Services
13
+ 2.78%
$576.36 - $736.67 $7.49K - $9.58K
481 $277M
ACGL
Arch Capital Group Ltd.

Financial Services
30
+ 28.3%
$88.13 - $96.94 $2.64K - $2.91K
136 $13.1M
NUE
Nucor Corp

Basic Materials
26
+ 70.27%
$114.48 - $142.52 $2.98K - $3.71K
63 $7.62M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
72
New
$42.5 - $46.71 $3.06K - $3.36K
72 $3.26M
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
Track This Portfolio

Track Valued Wealth Advisors LLC Portfolio

Follow Valued Wealth Advisors LLC 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 Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valued Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email