Valued Wealth Advisors LLC Sells in Q1 2025

Valued Wealth Advisors LLC

  • $167 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
-6.93K
- 57.2%
$59.61 - $66.71 $413K - $462K
5.19K $314M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.17K
- 0.72%
$32.42 - $36.13 $37.8K - $42.2K
161K $5.3B
AAPL
Apple Inc.

Technology
-644
- 15.12%
$209.68 - $247.1 $135K - $159K
3.62K $803M
PLD
Prologis, Inc.

Real Estate
-2.03K
- 98.64%
$103.59 - $124.04 $211K - $252K
28 $3.13M
FNDC
Schwab Fundamental Intl Small

ETFs
-8.36K
- 14.47%
$33.34 - $37.44 $279K - $313K
49.4K $1.79B
MSFT
Microsoft Corp

Technology
-131
- 8.23%
$375.39 - $447.2 $49.2K - $58.6K
1.46K $549M
NVDA
Nvidia Corp

Technology
-454
- 20.66%
$106.98 - $149.43 $48.6K - $67.8K
1.74K $189M
DFAE
Dimensional ETF Tr

ETFs
-5.4K
- 8.06%
$24.64 - $26.86 $133K - $145K
61.6K $1.59B
AMZN
Amazon Com Inc

Consumer Cyclical
-181
- 10.83%
$190.26 - $242.06 $34.4K - $43.8K
1.49K $283M
GOOGL
Alphabet Inc.

Communication Services
-262
- 22.63%
$154.33 - $206.19 $40.4K - $54K
896 $139M
HD
Home Depot, Inc.

Consumer Cyclical
-131
- 29.71%
$347.25 - $424.87 $45.5K - $55.7K
310 $114M
AVGO
Broadcom Inc.

Technology
-54
- 7.69%
$167.43 - $244.7 $9.04K - $13.2K
648 $109M
NXPI
Nxp Semiconductors N.V.

Technology
-227
- 98.7%
$189.99 - $245.86 $43.1K - $55.8K
3 $574K
ACN
Accenture PLC

Technology
-106
- 58.24%
$300.91 - $398.25 $31.9K - $42.2K
76 $23.7M
LOW
Lowes Companies Inc

Consumer Cyclical
-124
- 62.0%
$222.66 - $268.42 $27.6K - $33.3K
76 $17.6M
UPS
United Parcel Service Inc

Industrials
-180
- 45.69%
$109.66 - $136.26 $19.7K - $24.5K
214 $23.6M
SPYG
Spdr Portfolio

ETFs
-259
- 54.99%
$80.05 - $92.39 $20.7K - $23.9K
212 $17M
CSX
Csx Corp

Industrials
-685
- 71.88%
$29.11 - $33.67 $19.9K - $23.1K
268 $7.88M
AMAT
Applied Materials Inc

Technology
-85
- 23.1%
$145.06 - $195.51 $12.3K - $16.6K
283 $41.1M
CAT
Caterpillar Inc

Industrials
-39
- 28.06%
$326.75 - $407.63 $12.7K - $15.9K
100 $33.1M
FDX
Fedex Corp

Industrials
-58
- 74.36%
$230.33 - $281.53 $13.4K - $16.3K
20 $4.91M
PANW
Palo Alto Networks Inc

Technology
-90
- 63.38%
$167.82 - $208.28 $15.1K - $18.7K
52 $8.87M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-133
- 92.36%
$132.75 - $177.12 $17.7K - $23.6K
11 $1.68M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-495
- 66.71%
$33.84 - $37.77 $16.8K - $18.7K
247 $8.99M
BAC
Bank Of America Corp

Financial Services
-306
- 35.01%
$39.61 - $47.74 $12.1K - $14.6K
568 $23.7M
IWM
Ishares Russell 2000 ETF

ETFs
-7
- 1.14%
$198.1 - $229.79 $1.39K - $1.61K
609 $121M
ICE
Intercontinental Exchange, Inc.

Financial Services
-103
- 71.03%
$142.8 - $176.36 $14.7K - $18.2K
42 $7.25M
QCOM
Qualcomm Inc

Technology
-91
- 24.33%
$151.94 - $175.86 $13.8K - $16K
283 $43.5M
VTI
Vanguard Total Stock Market Et

ETFs
-1
- 0.12%
$271.18 - $303.12 $271 - $303
846 $233M
CMCSA
Comcast Corp

Communication Services
-320
- 17.92%
$33.19 - $38.23 $10.6K - $12.2K
1.47K $54.1M
GS
Goldman Sachs Group Inc

Financial Services
-18
- 20.93%
$524.81 - $672.19 $9.45K - $12.1K
68 $36.9M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-162
- 38.57%
$47.79 - $59.89 $7.74K - $9.7K
258 $13M
F
Ford Motor CO

Consumer Cyclical
-1.24K
- 84.15%
$9.12 - $10.43 $11.3K - $13K
234 $2.35M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-205
- 54.09%
$49.78 - $53.19 $10.2K - $10.9K
174 $8.89M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-36
- 60.0%
$111.56 - $223.11 $4.02K - $8.03K
24 $2.68M
COP
Conocophillips

Energy
-101
- 45.7%
$88.6 - $105.85 $8.95K - $10.7K
120 $12.6M
TGT
Target Corp

Consumer Defensive
-40
- 24.54%
$103.65 - $142.5 $4.15K - $5.7K
123 $12.9M
MRK
Merck & Co., Inc.

Healthcare
-52
- 12.32%
$83.01 - $101.02 $4.32K - $5.25K
370 $33.5M
GIS
General Mills Inc

Consumer Defensive
-134
- 87.58%
$57.56 - $65.3 $7.71K - $8.75K
19 $1.14M
PEP
Pepsico Inc

Consumer Defensive
-53
- 38.13%
$142.64 - $156.42 $7.56K - $8.29K
86 $12.8M
GM
General Motors CO

Consumer Cyclical
-117
- 27.66%
$45.22 - $54.92 $5.29K - $6.43K
306 $14.4M
AMP
Ameriprise Financial Inc

Financial Services
-11
- 18.97%
$472.29 - $575.13 $5.2K - $6.33K
47 $22.8M
ADBE
Adobe Inc.

Technology
-15
- 39.47%
$377.84 - $464.11 $5.67K - $6.96K
23 $8.99M
WMT
Walmart Inc.

Consumer Defensive
-49
- 3.74%
$84.5 - $105.05 $4.14K - $5.15K
1.26K $111M
ROST
Ross Stores, Inc.

Consumer Cyclical
-37
- 31.36%
$123.3 - $154.95 $4.56K - $5.73K
81 $10.4M
UNH
Unitedhealth Group Inc

Healthcare
-20
- 10.64%
$461.52 - $548.18 $9.23K - $11K
168 $87.8M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-24
- 26.97%
$203.38 - $274.79 $4.88K - $6.59K
65 $13.4M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-73
- 61.86%
$80.73 - $94.96 $5.89K - $6.93K
45 $3.74M
GWW
W.W. Grainger, Inc.

Industrials
-4
- 9.52%
$953.54 - $1132.42 $3.81K - $4.53K
38 $37.6M
Activity Summary
Buys All Purchases 169 New Holdings 42 Increased Positions 127 Sells All Sells 144 Reductions 143 Sold out 1 Options Calls 0 Puts 0
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