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
WM
Waste Management Inc

Industrials
5
+ 1.39%
$201.79 - $228.46 $1.01K - $1.14K
365 $73.7M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
5
+ 9.8%
$396.64 - $516.74 $1.98K - $2.58K
56 $22.6M
ADI
Analog Devices Inc

Technology
5
+ 3.55%
$206.35 - $236.48 $1.03K - $1.18K
146 $31.1M
VZ
Verizon Communications Inc

Communication Services
137
+ 9.33%
$39.6 - $45.21 $5.43K - $6.19K
1.61K $64.2M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3
+ 0.99%
$99.2 - $108.47 $298 - $325
307 $30.6M
LEN
Lennar Corp

Consumer Cyclical
6
+ 10.53%
$136.2 - $188.96 $817 - $1.13K
63 $8.59M
ADBE
Adobe Inc.

Technology
1
+ 2.7%
$437.39 - $552.96 $437 - $553
38 $16.9M
LMT
Lockheed Martin Corp

Industrials
1
+ 3.57%
$479.66 - $614.62 $480 - $615
29 $14.1M
DD
Du Pont De Nemours, Inc.

Basic Materials
2
+ 1.0%
$75.95 - $88.05 $152 - $176
202 $15.4M
HD
Home Depot, Inc.

Consumer Cyclical
12
+ 2.8%
$385.02 - $431.37 $4.62K - $5.18K
441 $172M
FCX
Freeport Mcmoran Inc

Basic Materials
3
+ 1.05%
$38.08 - $50.82 $114 - $152
289 $11M
Linde PLC
1
+ 1.25%
N/A
81 $33.9M
TXN
Texas Instruments Inc

Technology
24
+ 5.03%
N/A
501 $94M
AMAT
Applied Materials Inc

Technology
49
+ 15.36%
$161.44 - $213.89 $7.91K - $10.5K
368 $59.9M
MRK
Merck & Co., Inc.

Healthcare
11
+ 2.68%
$96.31 - $114.76 $1.06K - $1.26K
422 $42.3M
MU
Micron Technology Inc

Technology
2
+ 0.76%
$84.16 - $113.41 $168 - $227
265 $22.3M
PHM
Pultegroup Inc

Consumer Cyclical
2
+ 1.32%
$108.86 - $149.04 $218 - $298
153 $16.7M
ISVL
Ishares Tr Intl Developed Smal
900
+ 8.84%
$33.77 - $37.67 $30.4K - $33.9K
11.1K $380M
NEE
Nextera Energy Inc

Utilities
12
+ 2.03%
$69.77 - $85.43 $837 - $1.03K
602 $43.2M
NXPI
Nxp Semiconductors N.V.

Technology
2
+ 0.88%
$207.27 - $255.58 $415 - $511
230 $47.8M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.54K
+ 7.95%
$20.55 - $23.26 $31.7K - $35.8K
20.9K $441M
LLY
Eli Lilly & CO

Healthcare
1
+ 0.85%
$727.2 - $932.06 $727 - $932
118 $91.1M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
885
+ 4.63%
$38.37 - $42.82 $34K - $37.9K
20K $767M
AVDV
American Centy ETF Tr Avantis

ETFs
9.89K
+ 7.07%
$63.85 - $70.4 $632K - $696K
150K $9.75B
AVDE
American Centy ETF Tr Avantis

ETFs
791
+ 1.53%
$60.9 - $66.69 $48.2K - $52.8K
52.6K $3.23B
AVRE
American Centy ETF Tr Avantis
2.45K
+ 3.62%
$41.03 - $46.91 $100K - $115K
70.1K $2.94B
DFAI
Dimensional ETF Tr

ETFs
44.4K
+ 7.23%
$29.0 - $31.6 $1.29M - $1.4M
658K $19.2B
AVEM
American Centy ETF Tr Avantis

ETFs
7.83K
+ 5.56%
$58.59 - $66.14 $459K - $518K
149K $8.74B
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
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