Valued Wealth Advisors LLC Incresed Positions in Q3 2024

Valued Wealth Advisors LLC

  • $154 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VRTX
Vertex Pharmaceuticals Inc

Healthcare
8
+ 18.6%
$460.0 - $505.78 $3.68K - $4.05K
51 $23.7M
GS
Goldman Sachs Group Inc

Financial Services
3
+ 6.25%
$459.02 - $510.25 $1.38K - $1.53K
51 $25.4M
AMGN
Amgen Inc

Healthcare
9
+ 16.36%
$309.38 - $337.38 $2.78K - $3.04K
64 $20.7M
FAST
Fastenal CO

Industrials
3
+ 0.81%
$62.09 - $71.83 $186 - $215
373 $26.6M
TRGP
Targa Resources Corp.

Energy
10
+ 10.2%
$127.86 - $156.46 $1.28K - $1.56K
108 $16M
URI
United Rentals, Inc.

Industrials
2
+ 22.22%
$627.41 - $814.1 $1.25K - $1.63K
11 $8.91M
CTSH
Cognizant Technology Solutions Corp

Technology
29
+ 37.66%
$66.89 - $77.87 $1.94K - $2.26K
106 $8.18M
PKG
Packaging Corp Of America

Consumer Cyclical
6
+ 12.24%
$176.32 - $215.7 $1.06K - $1.29K
55 $11.9M
AXP
American Express CO

Financial Services
3
+ 5.77%
$225.92 - $271.17 $678 - $814
55 $14.9M
FISV
Fiserv Inc

Technology
10
+ 29.41%
N/A
44 $7.91M
LEN
Lennar Corp

Consumer Cyclical
4
+ 7.55%
$142.5 - $192.45 $570 - $770
57 $10.7M
SBUX
Starbucks Corp

Consumer Cyclical
11
+ 12.94%
$72.51 - $98.6 $798 - $1.08K
96 $9.36M
MS
Morgan Stanley

Financial Services
21
+ 29.17%
$92.07 - $106.96 $1.93K - $2.25K
93 $9.71M
EQIX
Equinix Inc

Real Estate
2
+ 28.57%
$749.0 - $890.01 $1.5K - $1.78K
9 $7.99M
USB
Us Bancorp \De\

Financial Services
35
+ 20.11%
$39.04 - $47.23 $1.37K - $1.65K
209 $9.62M
LNG
Cheniere Energy, Inc.

Energy
13
+ 35.14%
$172.24 - $186.09 $2.24K - $2.42K
50 $8.99M
FTNT
Fortinet, Inc.

Technology
21
+ 42.86%
$55.39 - $77.55 $1.16K - $1.63K
70 $5.43M
OKE
Oneok Inc

Energy
7
+ 4.38%
$78.62 - $95.27 $550 - $667
167 $15.2M
MSI
Motorola Solutions, Inc.

Technology
3
+ 23.08%
$385.65 - $450.49 $1.16K - $1.35K
16 $7.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 6.67%
$517.38 - $573.86 $1.03K - $1.15K
32 $18.6M
MDLZ
Mondelez International, Inc.

Consumer Defensive
16
+ 16.0%
$64.35 - $75.71 $1.03K - $1.21K
116 $8.6M
UBER
Uber Technologies, Inc

Technology
25
+ 56.82%
$58.48 - $77.47 $1.46K - $1.94K
69 $5.19M
XEL
Xcel Energy Inc

Utilities
16
+ 20.78%
$52.11 - $65.3 $834 - $1.04K
93 $6.12M
CARR
Carrier Global Corp

Industrials
13
+ 27.66%
$61.9 - $80.88 $805 - $1.05K
60 $4.83M
ANET
Arista Networks, Inc.

Technology
3
+ 15.0%
$311.42 - $388.21 $934 - $1.16K
23 $8.83M
MCO
Moodys Corp

Financial Services
3
+ 42.86%
$421.49 - $494.67 $1.26K - $1.48K
10 $4.75M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2
+ 4.17%
$156.14 - $187.2 $312 - $374
50 $9.25M
C
Citigroup Inc

Financial Services
32
+ 11.94%
$56.11 - $67.61 $1.8K - $2.16K
300 $18.8M
PH
Parker Hannifin Corp

Industrials
2
+ 50.0%
$501.01 - $635.92 $1K - $1.27K
6 $3.79M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
6
+ 20.0%
$210.25 - $231.86 $1.26K - $1.39K
36 $8.03M
TT
Trane Technologies PLC

Industrials
3
+ 33.33%
$314.21 - $388.71 $943 - $1.17K
12 $4.67M
SYF
Synchrony Financial

Financial Services
22
+ 11.4%
$43.77 - $52.22 $963 - $1.15K
215 $10.7M
O
Realty Income Corp

Real Estate
25
+ 833.33%
$52.36 - $63.42 $1.31K - $1.59K
28 $1.78M
APH
Amphenol Corp

Technology
29
+ 19.59%
$58.39 - $70.41 $1.69K - $2.04K
177 $11.6M
PECO
Phillips Edison & Company, Inc.

Real Estate
2
+ 0.68%
$32.1 - $38.93 $64.2 - $77.9
297 $11.2M
GLW
Corning Inc

Technology
4
+ 1.92%
$37.76 - $46.2 $151 - $185
212 $9.59M
EXC
Exelon Corp

Utilities
31
+ 91.18%
$34.24 - $40.55 $1.06K - $1.26K
65 $2.64M
SO
Southern CO

Utilities
14
+ 127.27%
$77.0 - $90.52 $1.08K - $1.27K
25 $2.26M
EFX
Equifax Inc

Industrials
4
+ 133.33%
$236.42 - $307.13 $946 - $1.23K
7 $2.06M
CI
Cigna Corp

Healthcare
3
+ 20.0%
$319.12 - $367.1 $957 - $1.1K
18 $6.25M
ECL
Ecolab Inc.

Basic Materials
4
+ 28.57%
$228.86 - $255.76 $915 - $1.02K
18 $4.67M
RSG
Republic Services, Inc.

Industrials
6
+ 66.67%
$189.34 - $208.21 $1.14K - $1.25K
15 $3.01M
MDT
Medtronic PLC

Healthcare
11
+ 47.83%
$76.84 - $91.03 $845 - $1K
34 $3.09M
AMCR
Amcor PLC

Consumer Cyclical
108
+ 2700.0%
$9.5 - $11.44 $1.03K - $1.24K
112 $1.27M
PYPL
Pay Pal Holdings, Inc.

Financial Services
10
+ 47.62%
$57.22 - $80.08 $572 - $801
31 $2.42M
PEG
Public Service Enterprise Group Inc

Utilities
8
+ 33.33%
$73.58 - $89.21 $589 - $714
32 $2.86M
AME
Ametek Inc

Industrials
6
+ 85.71%
$152.74 - $176.01 $916 - $1.06K
13 $2.24M
DTE
Dte Energy CO

Utilities
7
+ 77.78%
$108.67 - $128.41 $761 - $899
16 $2.06M
HBAN
Huntington Bancshares Inc

Financial Services
63
+ 78.75%
$12.84 - $15.15 $809 - $954
143 $2.12M
Activity Summary
Buys All Purchases 248 New Holdings 51 Increased Positions 197 Sells All Sells 148 Reductions 147 Sold out 1 Options Calls 0 Puts 0
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