Valued Wealth Advisors LLC Reduced Holdings in Q3 2025

Valued Wealth Advisors LLC

  • $216 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FIS
Fidelity National Information Services, Inc.

Technology
-385
- 74.61%
$63.37 - $82.35 $24.4K - $31.7K
131 $8.61M
ACN
Accenture PLC

Technology
-52
- 91.23%
$232.56 - $304.78 $12.1K - $15.8K
5 $1.23M
PAYX
Paychex Inc

Industrials
-74
- 28.24%
$126.69 - $147.99 $9.38K - $11K
188 $23.9M
PG
Procter & Gamble CO

Consumer Defensive
-70
- 12.22%
$150.47 - $161.22 $10.5K - $11.3K
503 $77.3M
ABT
Abbott Laboratories

Healthcare
-91
- 21.98%
$120.51 - $136.62 $11K - $12.4K
323 $43.3M
LLY
Eli Lilly & CO

Healthcare
-14
- 11.67%
$625.65 - $812.69 $8.76K - $11.4K
106 $81M
VZ
Verizon Communications Inc

Communication Services
-305
- 17.67%
$40.84 - $45.06 $12.5K - $13.7K
1.42K $62.5M
UPS
United Parcel Service Inc

Industrials
-104
- 70.27%
$82.58 - $105.54 $8.59K - $11K
44 $3.67M
ADP
Automatic Data Processing Inc

Industrials
-11
- 2.44%
$288.69 - $310.94 $3.18K - $3.42K
440 $130M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-16
- 23.19%
$366.54 - $479.53 $5.86K - $7.67K
53 $20.7M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-87
- 33.46%
$38.58 - $58.24 $3.36K - $5.07K
173 $6.78M
HON
Honeywell International Inc

Industrials
-2
- 0.67%
$207.7 - $240.4 $415 - $481
298 $62.8M
PGR
Progressive Corp

Financial Services
-13
- 10.24%
$238.61 - $264.3 $3.1K - $3.44K
114 $28.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-254
- 25.32%
$28.92 - $32.19 $7.35K - $8.18K
749 $23.9M
CB
Chubb LTD

Financial Services
-15
- 13.04%
$265.99 - $289.59 $3.99K - $4.34K
100 $28.3M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-228
- 6.59%
$94.17 - $99.95 $21.5K - $22.8K
3.23K $323M
AIG
American International Group, Inc.

Financial Services
-12
- 2.64%
$76.34 - $85.87 $916 - $1.03K
443 $34.8M
AVSF
American Centy ETF Tr Avantis

ETFs
-128
- 1.26%
$46.71 - $47.3 $5.98K - $6.05K
10K $474M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-373
- 8.18%
$63.41 - $69.69 $23.7K - $26K
4.19K $287M
CSCO
Cisco Systems, Inc.

Technology
-43
- 4.84%
$66.2 - $71.79 $2.85K - $3.09K
845 $57.8M
WM
Waste Management Inc

Industrials
-3
- 0.83%
$213.88 - $237.1 $642 - $711
360 $79.4M
ISRG
Intuitive Surgical Inc

Healthcare
-2
- 8.0%
$433.66 - $544.47 $867 - $1.09K
23 $10.3M
WMB
Williams Companies, Inc.

Energy
-57
- 8.64%
$56.52 - $64.01 $3.22K - $3.65K
603 $38.2M
APD
Air Products & Chemicals, Inc.

Basic Materials
-6
- 3.43%
$265.78 - $299.3 $1.59K - $1.8K
169 $46.2M
MOH
Molina Healthcare, Inc.

Healthcare
-10
- 90.91%
$152.31 - $306.29 $1.52K - $3.06K
1 $192K
CPRT
Copart Inc

Consumer Cyclical
-54
- 36.73%
$44.6 - $49.97 $2.41K - $2.7K
93 $4.18M
ZION
Zions Bancorporation, National Association

Financial Services
-59
- 69.41%
$51.2 - $59.15 $3.02K - $3.49K
26 $1.46M
IBM
International Business Machines Corp

Technology
-4
- 2.44%
$234.77 - $292.47 $939 - $1.17K
160 $45.3M
KMB
Kimberly Clark Corp

Consumer Defensive
-19
- 19.0%
$121.72 - $136.77 $2.31K - $2.6K
81 $10.1M
CRM
Salesforce, Inc.

Technology
-1
- 1.41%
$231.66 - $273.65 $232 - $274
70 $16.7M
ACGL
Arch Capital Group Ltd.

Financial Services
-30
- 26.32%
$85.61 - $93.54 $2.57K - $2.81K
84 $7.62M
OKE
Oneok Inc

Energy
-19
- 11.95%
$71.36 - $83.47 $1.36K - $1.59K
140 $10.2M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-632
- 2.33%
$20.76 - $21.78 $13.1K - $13.8K
26.5K $572M
BLDR
Builders First Source, Inc.

Industrials
-19
- 82.61%
$116.91 - $149.21 $2.22K - $2.83K
4 $485K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-7
- 16.67%
$196.15 - $217.83 $1.37K - $1.52K
35 $7.08M
CL
Colgate Palmolive CO

Consumer Defensive
-15
- 18.52%
$79.36 - $93.33 $1.19K - $1.4K
66 $5.26M
BMY
Bristol Myers Squibb CO

Healthcare
-39
- 14.61%
$43.31 - $48.98 $1.69K - $1.91K
228 $10.3M
CNC
Centene Corp

Healthcare
-15
- 27.78%
$25.21 - $56.65 $378 - $850
39 $1.39M
BBY
Best Buy CO Inc

Consumer Cyclical
-24
- 68.57%
$64.12 - $78.46 $1.54K - $1.88K
11 $878K
TMUS
T Mobile Us, Inc.

Communication Services
-7
- 3.87%
$226.02 - $259.01 $1.58K - $1.81K
174 $41.7M
EMR
Emerson Electric CO

Industrials
-2
- 0.45%
$128.6 - $149.63 $257 - $299
443 $58.1M
CTRA
Coterra Energy Inc.

Energy
-35
- 18.04%
$23.09 - $25.45 $808 - $891
159 $3.75M
LNG
Cheniere Energy, Inc.

Energy
-2
- 2.78%
$222.68 - $244.28 $445 - $489
70 $16.5M
Bunge Global Sa
-11
- 78.57%
N/A
3 $252K
EXC
Exelon Corp

Utilities
-22
- 21.15%
$42.73 - $45.54 $940 - $1K
82 $3.68M
MCD
Mcdonalds Corp

Consumer Cyclical
-5
- 8.47%
$291.67 - $316.99 $1.46K - $1.58K
54 $16.5M
GIS
General Mills Inc

Consumer Defensive
-15
- 78.95%
$48.44 - $53.83 $727 - $807
4 $202K
LMT
Lockheed Martin Corp

Industrials
-3
- 15.0%
$410.74 - $499.21 $1.23K - $1.5K
17 $8.6M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-25
- 2.3%
$45.6 - $46.92 $1.14K - $1.17K
1.06K $49.6M
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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