Valued Wealth Advisors LLC Sells in Q2 2025

Valued Wealth Advisors LLC

  • $192 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CEG
Constellation Energy Corp

Utilities
-7
- 35.0%
$170.96 - $322.76 $1.2K - $2.26K
13 $4.2M
DIS
Walt Disney CO

Communication Services
-34
- 19.1%
$81.72 - $124.01 $2.78K - $4.22K
144 $17.8M
MA
Mastercard Inc

Financial Services
-2
- 1.71%
$479.92 - $590.74 $960 - $1.18K
115 $64.7M
JBL
Jabil Inc

Technology
-13
- 30.95%
$116.88 - $218.1 $1.52K - $2.84K
29 $6.37M
Arista Networks Inc
-14
- 16.67%
N/A
70 $7.16M
ISRG
Intuitive Surgical Inc

Healthcare
-1
- 3.85%
$451.58 - $565.94 $452 - $566
25 $13.6M
MELI
Mercadolibre Inc

Consumer Cyclical
-2
- 22.22%
$1794.73 - $2613.63 $3.59K - $5.23K
7 $18.3M
Te Connectivity PLC
-3
- 6.25%
N/A
45 $7.65M
BK
Bank Of New York Mellon Corp

Financial Services
-11
- 4.25%
$73.31 - $91.62 $806 - $1.01K
248 $22.6M
VTV
Vanguard Value ETF

ETFs
-13
- 1.63%
$153.67 - $176.74 $2K - $2.3K
785 $139M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-16
- 24.62%
$177.93 - $313.14 $2.85K - $5.01K
49 $15.5M
ADSK
Autodesk, Inc.

Technology
-3
- 4.41%
N/A
65 $20.1M
HON
Honeywell International Inc

Industrials
-18
- 5.66%
$182.86 - $232.88 $3.29K - $4.19K
300 $69.8M
VST
Vistra Corp.

Utilities
-14
- 18.67%
$98.07 - $195.04 $1.37K - $2.73K
61 $11.9M
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 2.7%
$908.13 - $1056.85 $4.54K - $5.28K
180 $178M
KLAC
Kla Corp

Technology
-1
- 5.0%
$576.53 - $902.94 $577 - $903
19 $17.1M
DGRO
Ishares Core Dividend Growth E

ETFs
-30
- 1.09%
$55.22 - $63.94 $1.66K - $1.92K
2.73K $174M
NOW
Service Now, Inc.

Technology
-1
- 3.7%
$721.65 - $1040.18 $722 - $1.04K
26 $26.7M
GS
Goldman Sachs Group Inc

Financial Services
-8
- 11.76%
$462.22 - $707.75 $3.7K - $5.66K
60 $42.2M
WMT
Walmart Inc.

Consumer Defensive
-24
- 1.9%
$81.79 - $99.98 $1.96K - $2.4K
1.24K $121M
TXN
Texas Instruments Inc

Technology
-9
- 1.85%
N/A
477 $99.1M
JPM
Jpmorgan Chase & CO

Financial Services
-75
- 9.96%
$210.28 - $289.91 $15.8K - $21.7K
678 $197M
ORCL
Oracle Corp

Technology
-14
- 6.7%
$122.82 - $218.63 $1.72K - $3.06K
195 $42.7M
VTI
Vanguard Total Stock Market Et

ETFs
-7
- 0.83%
$243.75 - $303.93 $1.71K - $2.13K
839 $256M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1
- 0.29%
$416.06 - $551.64 $416 - $552
338 $187M
AMZN
Amazon Com Inc

Consumer Cyclical
-58
- 3.89%
$167.32 - $223.3 $9.7K - $13K
1.43K $314M
NFLX
Netflix Inc

Communication Services
-10
- 8.47%
$855.86 - $1339.13 $8.56K - $13.4K
108 $145M
META
Meta Platforms, Inc.

Communication Services
-41
- 8.52%
$484.66 - $738.09 $19.9K - $30.3K
440 $325M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-218
- 0.96%
$34.72 - $42.74 $7.57K - $9.32K
22.4K $958M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-3.8K
- 2.36%
$29.12 - $35.84 $111K - $136K
157K $5.62B
AVDV
American Centy ETF Tr Avantis

ETFs
-1.8K
- 1.15%
$61.76 - $79.32 $111K - $143K
155K $12.3B
DFAI
Dimensional ETF Tr

ETFs
-2.7K
- 0.39%
$28.02 - $34.71 $75.6K - $93.6K
692K $23.9B
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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