Valued Wealth Advisors LLC Portfolio Holdings

Valued Wealth Advisors LLC

  • $154 Billion
  • Q3 2024

Valued Wealth Advisors LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $154 Billion distributed in 648 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $29.4B, Dimensional ETF Tr with a value of $19.5B, American Centy ETF Tr Avantis with a value of $18.8B, Dimensional ETF Tr Short Durat with a value of $17.1B, and American Centy ETF Tr Avantis with a value of $9.89B.

Examining the 13F form we can see an increase of $8.6B in the current position value, from $146B to 154B. Also it can be appreciated an additional of 51 stocks purchases and 1 closed positions.

Valued Wealth Advisors LLC is based out at Holladay, UT

Below you can find more details about Valued Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $154 Billion
ETFs: $131 Billion
Technology: $3.05 Billion
Financial Services: $1.26 Billion
Industrials: $1.16 Billion
Healthcare: $1.03 Billion
Consumer Cyclical: $1.02 Billion
Communication Services: $963 Million
Consumer Defensive: $555 Million
Other: $1.19 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$41.7B
$17.8 Million 0.01% of portfolio
200
Q3 2024 Reduced 0.5%
$23.6B
$11.1 Million 0.01% of portfolio
115
Q4 2023 New
$44.2B
$9.39 Million 0.01% of portfolio
889
Q3 2024 Reduced 21.12%
$214B
$14.3 Million 0.01% of portfolio
47
Q3 2024 Reduced 2.08%
$211B
$14.7 Million 0.01% of portfolio
152
Q3 2024 Reduced 21.24%
$49B
$21.5 Million 0.01% of portfolio
153
Q2 2024 Added 29.66%
$96.9B
$21.9 Million 0.01% of portfolio
42
Q3 2024 Added 5.0%
$113B
$8.03 Million 0.01% of portfolio
36
Q3 2024 Added 20.0%
$89.6B
$21.3 Million 0.01% of portfolio
43
Q3 2024 Added 4.88%
$101B
$14.4 Million 0.01% of portfolio
7
Q2 2024 Reduced 12.5%
$34.7B
$15.5 Million 0.01% of portfolio
238
Q3 2024 Reduced 0.83%
$79B
$17.4 Million 0.01% of portfolio
107
Q3 2024 Reduced 32.7%
$88.3B
$8.6 Million 0.01% of portfolio
116
Q3 2024 Added 16.0%
$78.1B
$9.34 Million 0.01% of portfolio
34
Q3 2024 Added 3.03%
$183B
$8.54 Million 0.01% of portfolio
189
Q4 2023 New
$28.8B
$19.1 Million 0.01% of portfolio
144
Q3 2024 Reduced 16.28%
$84.9B
$9.25 Million 0.01% of portfolio
50
Q3 2024 Added 4.17%
$52.3B
$15.2 Million 0.01% of portfolio
167
Q3 2024 Added 4.38%
$107B
$15.8 Million 0.01% of portfolio
528
Q4 2023 New
$90.6B
$14.7 Million 0.01% of portfolio
19
Q3 2024 Added 5.56%
$34.7B
$14.1 Million 0.01% of portfolio
28
Q2 2024 Added 12.0%
$4.56B
$11.2 Million 0.01% of portfolio
297
Q3 2024 Added 0.68%
$64.1B
$11.2 Million 0.01% of portfolio
85
Q3 2024 Reduced 30.33%
$42.5B
$7.85 Million 0.01% of portfolio
397
Q3 2024 Added 151.27%
$144B
$7.77 Million 0.01% of portfolio
268
Q3 2024 Reduced 26.37%
$200B
$14.8 Million 0.01% of portfolio
67
Q3 2024 Added 24.07%
$180B
$19.9 Million 0.01% of portfolio
32
Q2 2024 Added 18.52%
$194B
$14.7 Million 0.01% of portfolio
30
Q3 2024 Added 20.0%
$39.9B
$20 Million 0.01% of portfolio
203
Q3 2024 Reduced 5.14%
$52.1B
$20.5 Million 0.01% of portfolio
153
Q3 2024 Added 73.86%
$46.7B
$15 Million 0.01% of portfolio
105
Q3 2024 Added 28.05%
$136B
$8.62 Million 0.01% of portfolio
66
Q3 2024 Added 50.0%
$32.9B
$9.67 Million 0.01% of portfolio
224
Q3 2024 Added 39.13%
$97.5B
$15.8 Million 0.01% of portfolio
178
Q3 2024 Reduced 4.3%
$142B
$16.4 Million 0.01% of portfolio
28
Q2 2024 Added 40.0%
$62.3B
$22.3 Million 0.01% of portfolio
90
Q3 2024 Added 34.33%
$79.5B
$7.91 Million 0.01% of portfolio
44
Q3 2024 Added 29.41%
$61.6B
$10.5 Million 0.01% of portfolio
59
Q3 2024 Added 63.89%
$50.7B
$18.2 Million 0.01% of portfolio
121
Q3 2024 Added 34.44%
$27.7B
$10.3 Million 0.01% of portfolio
131
Q3 2024 Added 0.77%
$24.9B
$8.78 Million 0.01% of portfolio
173
Q4 2023 New
$62.5B
$14.3 Million 0.01% of portfolio
286
Q3 2024 Reduced 1.38%
$115B
$14 Million 0.01% of portfolio
41
Q3 2024 Added 173.33%
$43.1B
$10.7 Million 0.01% of portfolio
57
Q3 2024 Added 7.55%
$83.2B
$18 Million 0.01% of portfolio
402
Q3 2024 Reduced 10.07%
$29.6B
$21.7 Million 0.01% of portfolio
151
Q3 2024 Added 2.72%
$47.6B
$11.6 Million 0.01% of portfolio
96
Q3 2024 Reduced 11.11%
$23.1B
$11.9 Million 0.01% of portfolio
55
Q3 2024 Added 12.24%
$71.8B
$14.8 Million 0.01% of portfolio
99
Q3 2024 Reduced 3.88%

Summary

  • Portfolio
  • No. of Stocks 648
  • Current Value $154 Billion
  • Prior Value $146 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 51 stocks
  • Additional Purchases 197 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 147 stocks
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