Valued Wealth Advisors LLC Incresed Positions in Q3 2025

Valued Wealth Advisors LLC

  • $216 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
55.8K
+ 6.69%
$42.42 - $45.96 $2.36M - $2.56M
889K $40.7B
AVUV
American Centy ETF Tr Avantis

ETFs
21.9K
+ 8.85%
$90.37 - $102.12 $1.98M - $2.23M
269K $26.8B
DFAI
Dimensional ETF Tr

ETFs
52.6K
+ 7.6%
$34.05 - $36.55 $1.79M - $1.92M
745K $27.1B
DFSD
Dimensional ETF Tr Short Durat

ETFs
44.8K
+ 9.3%
$47.86 - $48.43 $2.14M - $2.17M
526K $25.4B
AVDV
American Centy ETF Tr Avantis

ETFs
4.49K
+ 2.9%
$79.24 - $89.03 $356K - $400K
160K $14.2B
AVEM
American Centy ETF Tr Avantis

ETFs
8.83K
+ 5.36%
$68.33 - $75.41 $603K - $666K
173K $13B
AVLV
American Centy ETF Tr Avantis
13.7K
+ 8.58%
$68.33 - $72.69 $938K - $998K
174K $12.6B
AVRE
American Centy ETF Tr Avantis
8.48K
+ 10.62%
$43.53 - $45.34 $369K - $385K
88.4K $3.93B
AAPL
Apple Inc.

Technology
85
+ 2.53%
$202.38 - $256.87 $17.2K - $21.8K
3.44K $877M
NVDA
Nvidia Corp

Technology
118
+ 4.56%
$153.3 - $186.58 $18.1K - $22K
2.71K $505M
GOOG
Alphabet Inc.

Communication Services
22
+ 2.33%
$175.16 - $255.24 $3.85K - $5.62K
968 $236M
DFSV
Dimensional ETF Tr Dimensional

ETFs
2
+ 0.01%
$29.2 - $32.74 $58.4 - $65.5
23.3K $740M
TSLA
Tesla, Inc.

Consumer Cyclical
5
+ 1.25%
$293.94 - $444.72 $1.47K - $2.22K
405 $180M
VGT
Vanguard Information Technolog

ETFs
27
+ 39.71%
$656.44 - $753.15 $17.7K - $20.3K
95 $70.8M
JPM
Jpmorgan Chase & CO

Financial Services
21
+ 3.1%
$282.78 - $316.06 $5.94K - $6.64K
699 $220M
JNJ
Johnson & Johnson

Healthcare
17
+ 3.14%
$155.17 - $185.42 $2.64K - $3.15K
558 $104M
Lam Research Corp
21
+ 4.84%
N/A
455 $61.1M
AMZN
Amazon Com Inc

Consumer Cyclical
64
+ 4.47%
$211.65 - $238.24 $13.5K - $15.2K
1.5K $328M
ORCL
Oracle Corp

Technology
3
+ 1.54%
$218.96 - $328.33 $657 - $985
198 $55.6M
CAT
Caterpillar Inc

Industrials
9
+ 11.84%
$390.92 - $477.15 $3.52K - $4.29K
85 $40.3M
CVX
Chevron Corp

Energy
42
+ 15.85%
$145.57 - $161.83 $6.11K - $6.8K
307 $47.7M
AVGE
American Centy ETF Tr Avantis
36
+ 3.51%
N/A
1.06K $88.5M
META
Meta Platforms, Inc.

Communication Services
14
+ 3.18%
$695.21 - $791.73 $9.73K - $11.1K
454 $334M
WMT
Walmart Inc.

Consumer Defensive
19
+ 1.54%
$94.4 - $104.27 $1.79K - $1.98K
1.26K $129M
GS
Goldman Sachs Group Inc

Financial Services
3
+ 5.0%
$696.56 - $806.32 $2.09K - $2.42K
63 $50M
MU
Micron Technology Inc

Technology
7
+ 5.3%
$104.88 - $168.89 $734 - $1.18K
139 $23.3M
BAC
Bank Of America Corp

Financial Services
25
+ 1.87%
$44.92 - $52.42 $1.12K - $1.31K
1.36K $70.2M
VIG
Vanguard Dividend Appreciation

ETFs
24
+ 16.55%
N/A
169 $36.6M
FAST
Fastenal CO

Industrials
8
+ 0.95%
$42.47 - $50.39 $340 - $403
847 $41.5M
AMD
Advanced Micro Devices Inc

Technology
1
+ 0.34%
$134.8 - $184.42 $135 - $184
298 $48.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2
+ 0.75%
$459.11 - $506.91 $918 - $1.01K
269 $135M
TRV
Travelers Companies, Inc.

Financial Services
5
+ 1.49%
$250.62 - $279.43 $1.25K - $1.4K
341 $95.2M
BWXT
Bwx Technologies, Inc.

Industrials
5
+ 4.95%
$136.45 - $184.37 $682 - $922
106 $19.6M
GM
General Motors CO

Consumer Cyclical
23
+ 8.01%
$48.89 - $61.24 $1.12K - $1.41K
310 $18.9M
BK
Bank Of New York Mellon Corp

Financial Services
3
+ 1.21%
$90.65 - $109.75 $272 - $329
251 $27.3M
C
Citigroup Inc

Financial Services
7
+ 3.14%
$85.57 - $103.49 $599 - $724
230 $23.4M
WFC
Wells Fargo & Company

Financial Services
23
+ 3.58%
$77.05 - $85.16 $1.77K - $1.96K
666 $55.9M
UNP
Union Pacific Corp

Industrials
11
+ 3.86%
$214.91 - $237.16 $2.36K - $2.61K
296 $70M
EBAY
Ebay Inc

Consumer Cyclical
3
+ 1.25%
$75.33 - $100.77 $226 - $302
243 $22.1M
NSC
Norfolk Southern Corp

Industrials
4
+ 6.78%
$259.49 - $300.41 $1.04K - $1.2K
63 $19M
PHM
Pultegroup Inc

Consumer Cyclical
3
+ 2.33%
$108.0 - $141.42 $324 - $424
132 $17.5M
GE
General Electric CO

Industrials
1
+ 1.25%
$244.75 - $305.63 $245 - $306
81 $24.4M
AMAT
Applied Materials Inc

Technology
4
+ 3.15%
$156.25 - $204.95 $625 - $820
131 $26.8M
NEE
Nextera Energy Inc

Utilities
1
+ 0.17%
$69.77 - $77.54 $69.8 - $77.5
591 $44.6M
GILD
Gilead Sciences, Inc.

Healthcare
29
+ 4.81%
$108.22 - $120.47 $3.14K - $3.49K
632 $70.2M
Arista Networks Inc
2
+ 2.86%
N/A
72 $10.5M
MRK
Merck & Co., Inc.

Healthcare
18
+ 5.42%
$77.6 - $87.37 $1.4K - $1.57K
350 $29.7M
Sandisk Corp
26
+ 2600.0%
N/A
27 $3.03M
COP
Conocophillips

Energy
20
+ 9.71%
$91.0 - $98.99 $1.82K - $1.98K
226 $21.4M
Activity Summary
Buys All Purchases 181 New Holdings 21 Increased Positions 160 Sells All Sells 111 Reductions 110 Sold out 1 Options Calls 0 Puts 0
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