Valued Wealth Advisors LLC Reduced Holdings in Q2 2025

Valued Wealth Advisors LLC

  • $192 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BKR
Baker Hughes CO

Energy
-105
- 35.47%
$35.0 - $44.92 $3.68K - $4.72K
191 $7.34M
WFC
Wells Fargo & Company

Financial Services
-153
- 19.22%
$60.98 - $80.12 $9.33K - $12.3K
643 $51.5M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-39
- 28.89%
$152.42 - $182.82 $5.94K - $7.13K
96 $17.6M
PEP
Pepsico Inc

Consumer Defensive
-30
- 34.88%
$128.02 - $151.37 $3.84K - $4.54K
56 $7.36M
PGR
Progressive Corp

Financial Services
-12
- 8.63%
$255.27 - $288.74 $3.06K - $3.46K
127 $33.9M
CTSH
Cognizant Technology Solutions Corp

Technology
-70
- 48.61%
$66.47 - $81.81 $4.65K - $5.73K
74 $5.79M
TJX
Tjx Companies Inc

Consumer Cyclical
-47
- 9.16%
$119.13 - $135.03 $5.6K - $6.35K
466 $57.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-9
- 75.0%
$390.26 - $489.06 $3.51K - $4.4K
3 $1.22M
LEN
Lennar Corp

Consumer Cyclical
-39
- 82.98%
$102.76 - $115.66 $4.01K - $4.51K
8 $886K
STLD
Steel Dynamics Inc

Basic Materials
-38
- 29.01%
N/A
93 $12M
PKG
Packaging Corp Of America

Consumer Cyclical
-17
- 27.87%
$175.97 - $201.36 $2.99K - $3.42K
44 $8.39M
PHM
Pultegroup Inc

Consumer Cyclical
-40
- 23.67%
$92.02 - $106.54 $3.68K - $4.26K
129 $13.6M
AFL
Aflac Inc

Financial Services
-8
- 1.62%
$99.77 - $112.45 $798 - $900
487 $51.3M
TGT
Target Corp

Consumer Defensive
-29
- 23.58%
$88.76 - $105.77 $2.57K - $3.07K
94 $9.24M
HUM
Humana Inc

Healthcare
-13
- 81.25%
$224.93 - $295.04 $2.92K - $3.84K
3 $740K
CAT
Caterpillar Inc

Industrials
-24
- 24.0%
$273.94 - $388.21 $6.57K - $9.32K
76 $29.7M
TSCO
Tractor Supply CO

Consumer Cyclical
-57
- 31.84%
$47.86 - $55.77 $2.73K - $3.18K
122 $6.44M
TFC
Truist Financial Corp

Financial Services
-93
- 25.69%
$34.79 - $42.99 $3.24K - $4K
269 $11.5M
LMT
Lockheed Martin Corp

Industrials
-8
- 28.57%
$430.82 - $486.45 $3.45K - $3.89K
20 $9.34M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1
- 1.43%
$421.16 - $509.5 $421 - $510
69 $30.7M
OKE
Oneok Inc

Energy
-3
- 1.85%
$78.71 - $100.37 $236 - $301
159 $13M
ROST
Ross Stores, Inc.

Consumer Cyclical
-24
- 29.63%
$126.62 - $154.26 $3.04K - $3.7K
57 $7.3M
AMP
Ameriprise Financial Inc

Financial Services
-10
- 21.28%
$422.19 - $533.73 $4.22K - $5.34K
37 $19.8M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-41
- 82.0%
$53.23 - $70.65 $2.18K - $2.9K
9 $542K
BLDR
Builders First Source, Inc.

Industrials
-22
- 48.89%
$105.63 - $131.12 $2.32K - $2.88K
23 $2.68M
HES
Hess Corp

Energy
-15
- 39.47%
$126.32 - $161.29 $1.89K - $2.42K
23 $3.21M
PLD
Prologis, Inc.

Real Estate
-25
- 89.29%
$89.76 - $112.34 $2.24K - $2.81K
3 $316K
CNC
Centene Corp

Healthcare
-39
- 41.94%
$53.4 - $64.29 $2.08K - $2.51K
54 $2.93M
ACGL
Arch Capital Group Ltd.

Financial Services
-22
- 16.18%
$84.99 - $96.82 $1.87K - $2.13K
114 $10.4M
OC
Owens Corning

Industrials
-18
- 52.94%
$126.32 - $147.75 $2.27K - $2.66K
16 $2.24M
NKE
Nike, Inc.

Consumer Cyclical
-53
- 33.13%
$53.27 - $72.04 $2.82K - $3.82K
107 $7.62M
MPC
Marathon Petroleum Corp

Energy
-21
- 48.84%
$118.55 - $170.08 $2.49K - $3.57K
22 $3.69M
CL
Colgate Palmolive CO

Consumer Defensive
-24
- 22.86%
$87.57 - $96.0 $2.1K - $2.3K
81 $7.36M
NSC
Norfolk Southern Corp

Industrials
-15
- 20.27%
$206.34 - $257.46 $3.1K - $3.86K
59 $15.1M
ELV
Elevance Health, Inc.

Healthcare
-5
- 55.56%
$372.27 - $452.69 $1.86K - $2.26K
4 $1.58M
FITB
Fifth Third Bancorp

Financial Services
-66
- 32.04%
$33.32 - $41.51 $2.2K - $2.74K
140 $5.83M
C
Citigroup Inc

Financial Services
-75
- 25.17%
$58.13 - $85.12 $4.36K - $6.38K
223 $19M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-6
- 42.86%
$225.56 - $335.19 $1.35K - $2.01K
8 $1.9M
CPRT
Copart Inc

Consumer Cyclical
-15
- 9.26%
$47.72 - $63.84 $716 - $958
147 $7.21M
DE
Deere & CO

Industrials
-7
- 16.28%
$412.99 - $531.48 $2.89K - $3.72K
36 $18.5M
LOW
Lowes Companies Inc

Consumer Cyclical
-5
- 6.58%
$210.83 - $235.28 $1.05K - $1.18K
71 $15.8M
ABNB
Airbnb, Inc.

Consumer Cyclical
-15
- 83.33%
$105.69 - $140.64 $1.59K - $2.11K
3 $398K
NEE
Nextera Energy Inc

Utilities
-12
- 1.99%
$64.11 - $75.0 $769 - $900
590 $41M
LUV
Southwest Airlines CO

Industrials
-49
- 53.85%
$24.04 - $34.36 $1.18K - $1.68K
42 $1.38M
F
Ford Motor CO

Consumer Cyclical
-167
- 71.37%
$8.69 - $10.85 $1.45K - $1.81K
67 $731K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-38
- 3.38%
$45.12 - $46.23 $1.71K - $1.76K
1.09K $50.2M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-9
- 52.94%
$146.74 - $176.07 $1.32K - $1.58K
8 $1.3M
MOH
Molina Healthcare, Inc.

Healthcare
-3
- 21.43%
$290.25 - $353.24 $871 - $1.06K
11 $3.28M
HD
Home Depot, Inc.

Consumer Cyclical
-3
- 0.97%
$335.24 - $380.78 $1.01K - $1.14K
307 $112M
Activity Summary
Buys All Purchases 109 New Holdings 12 Increased Positions 97 Sells All Sells 183 Reductions 183 Sold out 0 Options Calls 0 Puts 0
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