Values Added Financial LLC Purchases and Sells in Q3 2025

Values Added Financial LLC

$225 Billion
Q3 2025

Top Buys

Incresed Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IAGG	36.7K + 12.9%	$50.85 - $51.35 $1.87M - $1.88M	321K $16.4B
SPDW	22.3K + 5.98%	$39.8 - $42.86 $887K - $955K	395K $16.9B
AAPL	837 + 2.81%	$202.38 - $256.87 $169K - $215K	30.6K $7.8B
SPLG	9.39K + 10.41%	$72.65 - $78.68 $682K - $738K	99.6K $7.8B
DMXF	13.2K + 17.34%	$71.6 - $76.11 $942K - $1M	89K $6.74B
EMXF	15.3K + 24.91%	$42.5 - $45.6 $649K - $696K	76.6K $3.47B

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BGRN	8.23K New	$47.21 - $48.3 $388K - $397K	8.23K $396M
GLW	3.07K New	$51.6 - $82.03 $159K - $252K	3.07K $252M
BX	1.3K New	$152.77 - $188.68 $198K - $245K	1.3K $222M
PNC	1.1K New	$185.88 - $207.44 $204K - $228K	1.1K $221M
QCOM	1.29K New	$145.84 - $173.55 $188K - $224K	1.29K $215M
FLCA	4.65K New	$41.39 - $45.67 $193K - $213K	4.65K $211M

Top Sells

Reduced Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOTE	-11.9K - 12.0%	$72.69 - $78.67 $867K - $938K	87.4K $6.86B
SCHH	-12K - 42.51%	$20.76 - $21.78 $249K - $261K	16.2K $350M
VO	-964 - 28.55%	$279.83 - $293.74 $270K - $283K	2.41K $709M
IBM	-577 - 18.89%	$234.77 - $292.47 $135K - $169K	2.48K $699M
MUB	-1.88K - 23.85%	$103.24 - $106.68 $194K - $200K	6K $639M
VEA	-12.5K - 6.05%	$56.02 - $60.3 $699K - $752K	194K $11.6B

Activity Summary All Purchases 59 New Holdings 9 Increased Positions 50 All Sells 39 Reductions 39 Sold out 0 Calls 0 Puts 0

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