Values Added Financial LLC Purchases and Sells in Q4 2024

Values Added Financial LLC

$173 Billion
Q4 2024

Top Buys

Incresed Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	66.2K + 53.73%	$71.75 - $75.11 $4.75M - $4.97M	189K $13.6B
AAPL	1.71K + 6.45%	$221.69 - $259.02 $380K - $444K	28.3K $7.08B
MKL	461 + 76.45%	$1542.01 - $1785.11 $711K - $823K	1.06K $1.84B
FNDX	41.1K + 864.9%	$23.49 - $71.77 $964K - $2.95M	45.8K $1.08B
FNDB	41.1K + 874.0%	$23.07 - $70.32 $948K - $2.89M	45.8K $1.06B
VYM	3.98K + 94.35%	$126.68 - $134.74 $504K - $536K	8.19K $1.04B

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IDEV	21.7K New	$64.18 - $70.42 $1.39M - $1.53M	21.7K $1.4B
SCHZ	61.7K New	$22.63 - $47.53 $1.4M - $2.93M	61.7K $1.4B
EFAX	24.6K New	$39.65 - $43.4 $977K - $1.07M	24.6K $981M
SDY	3.31K New	$131.66 - $144.0 $436K - $477K	3.31K $438M
FNDF	13K New	$32.92 - $37.15 $427K - $482K	13K $431M
BLACKROCK INC	344 New	N/A	344 $353M

Top Sells

Reduced Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEA	-11K - 4.59%	$47.57 - $52.44 $521K - $574K	228K $10.9B
SPDW	-5.33K - 1.76%	$34.13 - $37.35 $182K - $199K	297K $10.1B
VTEB	-9.86K - 7.67%	$49.79 - $51.14 $491K - $504K	119K $5.95B
SPEM	-2.19K - 1.28%	$38.37 - $42.82 $83.8K - $93.6K	169K $6.47B
NVDA	-2.16K - 25.1%	$117.0 - $148.88 $252K - $321K	6.43K $864M
UNH	-82 - 8.24%	$485.52 - $625.25 $39.8K - $51.3K	913 $462M

Activity Summary All Purchases 66 New Holdings 14 Increased Positions 52 All Sells 33 Reductions 33 Sold out 0 Calls 0 Puts 0

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