Valued Wealth Advisors LLC New Holdings in Q1 2024

Valued Wealth Advisors LLC

  • $141 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1K
New
$75.25 - $80.63 $75.3K - $80.6K
1K $80.6M
JXN
Jackson Financial Inc.

Financial Services
1K
New
$48.65 - $66.14 $48.7K - $66.1K
1K $66.1M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1K
New
$54.61 - $61.05 $54.6K - $61.1K
1K $61.1M
DJP
Barclays Bank PLC

ETFs
795
New
$29.41 - $31.2 $23.4K - $24.8K
795 $24.7M
IAU
Ishares Gold Trust

ETFs
507
New
$37.66 - $42.01 $19.1K - $21.3K
507 $21.3M
VIG
Vanguard Dividend Appreciation

ETFs
115
New
$168.47 - $182.98 $19.4K - $21K
115 $21.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
22
New
$467.28 - $523.17 $10.3K - $11.5K
22 $11.5M
Ishares Bitcoin Tr
211
New
N/A
211 $8.54M
QUAL
Ishares Msci Usa Quality Facto

ETFs
39
New
$144.62 - $165.44 $5.64K - $6.45K
39 $6.41M
Ea Series Trust
276
New
N/A
276 $5.87M
ABNB
Airbnb, Inc.

Consumer Cyclical
20
New
$133.42 - $168.18 $2.67K - $3.36K
20 $3.3M
IVT
Inven Trust Properties Corp.

Real Estate
125
New
$24.51 - $25.85 $3.06K - $3.23K
125 $3.24M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
57
New
$42.0 - $55.99 $2.39K - $3.19K
57 $3.16M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
20
New
$114.9 - $139.72 $2.3K - $2.79K
20 $2.78M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
107
New
$23.62 - $25.64 $2.53K - $2.74K
107 $2.73M
GLDM
World Gold Trust

ETFs
61
New
$39.49 - $44.05 $2.41K - $2.69K
61 $2.69M
IBKR
Interactive Brokers Group, Inc.

Financial Services
24
New
$84.55 - $111.71 $2.03K - $2.68K
24 $2.68M
DISV
Dimensional ETF Tr Dimensional

ETFs
98
New
$24.73 - $27.24 $2.42K - $2.67K
98 $2.67M
AAON
Aaon, Inc.

Industrials
30
New
$69.81 - $88.35 $2.09K - $2.65K
30 $2.64M
EME
Emcor Group, Inc.

Industrials
7
New
$210.52 - $351.59 $1.47K - $2.46K
7 $2.45M
AEM
Agnico Eagle Mines LTD

Basic Materials
40
New
$44.98 - $59.65 $1.8K - $2.39K
40 $2.39M
SAP
Sap Se

Technology
12
New
$148.52 - $197.09 $1.78K - $2.37K
12 $2.34M
WTS
Watts Water Technologies Inc

Industrials
10
New
$195.45 - $218.0 $1.95K - $2.18K
10 $2.13M
Cooper Cos Inc
20
New
N/A
20 $2.03M
HDV
Ishares Core High Dividend ETF

ETFs
16
New
$101.8 - $110.21 $1.63K - $1.76K
16 $1.76M
BDX
Becton Dickinson & CO

Healthcare
7
New
$233.45 - $247.73 $1.63K - $1.73K
7 $1.73M
FIX
Comfort Systems Usa Inc

Industrials
5
New
$195.89 - $323.29 $979 - $1.62K
5 $1.59M
SJM
J M Smucker CO

Consumer Defensive
12
New
$117.54 - $133.74 $1.41K - $1.6K
12 $1.52M
QLYS
Qualys, Inc.

Technology
9
New
$159.47 - $198.19 $1.44K - $1.78K
9 $1.5M
DCI
Donaldson CO Inc

Industrials
20
New
$62.42 - $74.92 $1.25K - $1.5K
20 $1.49M
BYD
Boyd Gaming Corp

Consumer Cyclical
21
New
$61.51 - $67.32 $1.29K - $1.41K
21 $1.42M
BE
Bloom Energy Corp

Industrials
119
New
$8.58 - $14.76 $1.02K - $1.76K
119 $1.34M
VST
Vistra Corp.

Utilities
19
New
$38.07 - $71.2 $723 - $1.35K
19 $1.32M
DFIS
Dimensional ETF Tr Dimensional

ETFs
50
New
$23.13 - $25.1 $1.16K - $1.26K
50 $1.25M
ALLY
Ally Financial Inc.

Financial Services
30
New
$32.13 - $40.6 $964 - $1.22K
30 $1.22M
EXP
Eagle Materials Inc

Basic Materials
4
New
$196.46 - $271.75 $786 - $1.09K
4 $1.09M
CCL
Carnival Corp

Consumer Cyclical
58
New
$14.71 - $17.78 $853 - $1.03K
58 $948K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
1
New
$810.22 - $934.96 $810 - $935
1 $847K
AN
Autonation, Inc.

Consumer Cyclical
5
New
$135.73 - $167.46 $679 - $837
5 $828K
X
United States Steel Corp

Basic Materials
20
New
$38.26 - $48.49 $765 - $970
20 $816K
PRI
Primerica, Inc.

Financial Services
3
New
$206.01 - $256.18 $618 - $769
3 $759K
CG
Carlyle Group Inc.

Financial Services
14
New
$38.45 - $47.62 $538 - $667
14 $657K
WWD
Woodward, Inc.

Industrials
4
New
$132.61 - $155.28 $530 - $621
4 $617K
WLK
Westlake Corp

Basic Materials
4
New
$132.81 - $152.8 $531 - $611
4 $612K
LAD
Lithia Motors Inc

Consumer Cyclical
2
New
$281.43 - $324.78 $563 - $650
2 $602K
CACC
Credit Acceptance Corp

Financial Services
1
New
$516.26 - $582.42 $516 - $582
1 $552K
UFPI
Ufp Industries Inc

Basic Materials
4
New
$110.06 - $123.56 $440 - $494
4 $493K
BC
Brunswick Corp

Consumer Cyclical
5
New
$80.68 - $96.52 $403 - $483
5 $483K
VOYA
Voya Financial, Inc.

Financial Services
6
New
$66.82 - $74.08 $401 - $444
6 $444K
Activity Summary
Buys All Purchases 368 New Holdings 98 Increased Positions 270 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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