Valued Wealth Advisors LLC Incresed Positions in Q4 2024

Valued Wealth Advisors LLC

  • $160 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GIS
General Mills Inc

Consumer Defensive
134
+ 705.26%
$62.78 - $74.62 $8.41K - $10K
153 $9.76M
AMP
Ameriprise Financial Inc

Financial Services
9
+ 18.37%
$473.15 - $574.01 $4.26K - $5.17K
58 $30.9M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
113
+ 36.81%
$55.73 - $66.16 $6.3K - $7.48K
420 $25.3M
CSCO
Cisco Systems, Inc.

Technology
43
+ 5.43%
$52.45 - $60.02 $2.26K - $2.58K
835 $49.4M
COP
Conocophillips

Energy
80
+ 56.74%
$95.12 - $114.72 $7.61K - $9.18K
221 $21.9M
KR
Kroger CO

Consumer Defensive
84
+ 17.99%
$55.21 - $63.3 $4.64K - $5.32K
551 $33.7M
GWW
W.W. Grainger, Inc.

Industrials
6
+ 16.67%
$1023.06 - $1220.93 $6.14K - $7.33K
42 $44.3M
HON
Honeywell International Inc

Industrials
4
+ 1.31%
$202.84 - $236.0 $811 - $944
310 $70M
PAYX
Paychex Inc

Industrials
40
+ 26.14%
$135.86 - $148.73 $5.43K - $5.95K
193 $27.1M
BAC
Bank Of America Corp

Financial Services
64
+ 7.9%
$39.22 - $47.77 $2.51K - $3.06K
874 $38.4M
TMUS
T Mobile Us, Inc.

Communication Services
15
+ 9.55%
$206.1 - $246.94 $3.09K - $3.7K
172 $38M
F
Ford Motor CO

Consumer Cyclical
587
+ 66.03%
$9.69 - $11.4 $5.69K - $6.69K
1.48K $14.6M
PCAR
Paccar Inc

Industrials
35
+ 17.24%
$97.92 - $118.41 $3.43K - $4.14K
238 $25.3M
LNG
Cheniere Energy, Inc.

Energy
16
+ 32.0%
$181.07 - $225.92 $2.9K - $3.61K
66 $14.2M
DIS
Walt Disney CO

Communication Services
25
+ 16.45%
$92.39 - $117.6 $2.31K - $2.94K
177 $19.8M
TPR
Tapestry, Inc.

Consumer Cyclical
55
+ 65.48%
$43.54 - $66.18 $2.39K - $3.64K
139 $9.09M
VLO
Valero Energy Corp

Energy
45
+ 63.38%
$118.59 - $144.02 $5.34K - $6.48K
116 $14.2M
GM
General Motors CO

Consumer Cyclical
21
+ 5.22%
$44.82 - $60.2 $941 - $1.26K
423 $22.5M
DRI
Darden Restaurants Inc

Consumer Cyclical
17
+ 32.08%
$155.96 - $188.66 $2.65K - $3.21K
70 $13.1M
DAL
Delta Air Lines, Inc.

Industrials
66
+ 200.0%
$47.46 - $65.77 $3.13K - $4.34K
99 $5.99M
KKR
Kkr & Co. Inc.

Financial Services
21
+ 31.82%
$129.87 - $162.87 $2.73K - $3.42K
87 $12.9M
HES
Hess Corp

Energy
31
+ 442.86%
$127.66 - $148.65 $3.96K - $4.61K
38 $5.06M
TRGP
Targa Resources Corp.

Energy
4
+ 3.7%
$150.58 - $207.69 $602 - $831
112 $20M
D
Dominion Energy, Inc

Utilities
67
+ 3350.0%
$52.63 - $60.92 $3.53K - $4.08K
69 $3.72M
MS
Morgan Stanley

Financial Services
12
+ 12.9%
$104.42 - $134.99 $1.25K - $1.62K
105 $13.2M
UPS
United Parcel Service Inc

Industrials
55
+ 16.22%
$122.65 - $138.35 $6.75K - $7.61K
394 $49.7M
BURL
Burlington Stores, Inc.

Consumer Cyclical
12
+ 400.0%
$242.7 - $295.49 $2.91K - $3.55K
15 $4.28M
MET
Metlife Inc

Financial Services
43
+ 54.43%
$78.15 - $88.25 $3.36K - $3.79K
122 $10M
TRV
Travelers Companies, Inc.

Financial Services
5
+ 1.51%
$225.97 - $266.66 $1.13K - $1.33K
336 $81M
VST
Vistra Corp.

Utilities
17
+ 34.0%
$115.74 - $166.61 $1.97K - $2.83K
67 $9.25M
WSM
Williams Sonoma Inc

Consumer Cyclical
11
+ 26.19%
$129.13 - $198.21 $1.42K - $2.18K
53 $9.82M
AIG
American International Group, Inc.

Financial Services
47
+ 12.4%
$70.0 - $79.22 $3.29K - $3.72K
426 $31M
CCL
Carnival Corp

Consumer Cyclical
97
+ 92.38%
$17.34 - $26.8 $1.68K - $2.6K
202 $5.03M
CMCSA
Comcast Corp

Communication Services
255
+ 16.66%
$37.39 - $45.14 $9.53K - $11.5K
1.79K $67M
FAST
Fastenal CO

Industrials
40
+ 10.72%
$69.99 - $84.35 $2.8K - $3.37K
413 $29.7M
UAL
United Airlines Holdings, Inc.

Industrials
23
+ 127.78%
$55.62 - $102.44 $1.28K - $2.36K
41 $3.98M
PNC
Pnc Financial Services Group, Inc.

Financial Services
13
+ 26.0%
$178.39 - $215.0 $2.32K - $2.8K
63 $12.2M
CTSH
Cognizant Technology Solutions Corp

Technology
38
+ 35.85%
$74.37 - $82.32 $2.83K - $3.13K
144 $11.1M
ASML
Asml Holding Nv

Technology
5
+ 100.0%
$658.43 - $872.27 $3.29K - $4.36K
10 $6.93M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
4
+ 40.0%
$260.53 - $404.79 $1.04K - $1.62K
14 $5.35M
CPRT
Copart Inc

Consumer Cyclical
34
+ 26.56%
$51.36 - $63.8 $1.75K - $2.17K
162 $9.3M
ABT
Abbott Laboratories

Healthcare
23
+ 7.96%
$111.93 - $119.39 $2.57K - $2.75K
312 $35.3M
FITB
Fifth Third Bancorp

Financial Services
56
+ 25.0%
$41.76 - $48.44 $2.34K - $2.71K
280 $11.9M
STLD
Steel Dynamics Inc

Basic Materials
29
+ 31.87%
N/A
120 $13.7M
ADSK
Autodesk, Inc.

Technology
3
+ 4.62%
N/A
68 $20.1M
ACN
Accenture PLC

Technology
7
+ 4.0%
$343.9 - $376.86 $2.41K - $2.64K
182 $64M
ABNB
Airbnb, Inc.

Consumer Cyclical
16
+ 800.0%
$125.36 - $147.37 $2.01K - $2.36K
18 $2.37M
PKG
Packaging Corp Of America

Consumer Cyclical
6
+ 10.91%
$211.98 - $248.85 $1.27K - $1.49K
61 $13.8M
HPE
Hewlett Packard Enterprise CO

Technology
87
+ 483.33%
$19.31 - $23.95 $1.68K - $2.08K
105 $2.26M
Activity Summary
Buys All Purchases 279 New Holdings 50 Increased Positions 229 Sells All Sells 129 Reductions 128 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