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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
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