Values Added Financial LLC Purchases in Q2 2025

Values Added Financial LLC

  • $206 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IAGG
Ishares Tr Core Intl Aggregate

ETFs
276K
+ 3393.95%
$50.09 - $51.09 $13.8M - $14.1M
284K $14.5B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
55.9K
+ 17.65%
$32.66 - $40.75 $1.83M - $2.28M
373K $15.1B
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
32.4K
+ 131.41%
$38.59 - $47.36 $1.25M - $1.54M
57.1K $2.7B
DMXF
Ishares Esg Advanced Msci Eafe

Technology
14K
+ 22.66%
$59.98 - $74.92 $841K - $1.05M
75.9K $5.65B
MSFT
Microsoft Corp

Technology
1.37K
+ 21.19%
$354.56 - $497.45 $485K - $681K
7.83K $3.89B
VEA
Vanguard Ftse Developed Market

ETFs
873
+ 0.43%
$45.65 - $57.01 $39.9K - $49.8K
206K $11.8B
SCHX
Schwab Strategic Tr Us Large C

ETFs
39.3K
+ 30.49%
$19.6 - $24.44 $770K - $960K
168K $4.11B
SCHA
Schwab Strategic Tr Us Small C

ETFs
35.1K
+ 28.09%
$20.42 - $25.3 $717K - $888K
160K $4.05B
EMXF
Ishares Esg Advanced Msci Em E

ETFs
21.8K
+ 55.28%
$34.17 - $42.88 $746K - $936K
61.3K $2.63B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
26.2K
+ 44.15%
$22.92 - $28.05 $600K - $734K
85.5K $2.4B
CMF
Ishares California Muni Bond E

ETFs
12.8K
New
$54.52 - $56.7 $696K - $724K
12.8K $712M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.03K
+ 1.21%
$34.72 - $42.74 $70.4K - $86.7K
170K $7.25B
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
14.2K
New
$34.28 - $41.6 $487K - $591K
14.2K $590M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
12.9K
+ 117.56%
$33.46 - $41.33 $431K - $532K
23.8K $985M
NVDA
Nvidia Corp

Technology
1.09K
+ 14.88%
$94.31 - $157.99 $103K - $172K
8.4K $1.33B
GOOG
Alphabet Inc.

Communication Services
1.55K
+ 15.39%
$146.58 - $180.01 $226K - $278K
11.6K $2.06B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
13.6K
+ 51.35%
$24.38 - $30.18 $331K - $409K
40K $1.2B
AMZN
Amazon Com Inc

Consumer Cyclical
264
+ 2.0%
$167.32 - $223.3 $44.2K - $59K
13.5K $2.95B
IBM
International Business Machines Corp

Technology
1.13K
+ 58.62%
$221.03 - $294.78 $250K - $333K
3.06K $901M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
250
+ 5.17%
$456.74 - $568.03 $114K - $142K
5.08K $2.89B
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
5.32K
+ 40.16%
$43.17 - $53.94 $230K - $287K
18.6K $1B
USXF
Ishares Esg Advanced Msci Usa

Technology
3.95K
+ 36.68%
$41.54 - $53.93 $164K - $213K
14.7K $794M
MRK
Merck & Co., Inc.

Healthcare
3.13K
New
$73.47 - $87.12 $230K - $273K
3.13K $248M
ORCL
Oracle Corp

Technology
143
+ 5.26%
$122.82 - $218.63 $17.6K - $31.3K
2.86K $626M
BKNG
Booking Holdings Inc.

Consumer Cyclical
42
New
$4164.15 - $5789.24 $175K - $243K
42 $243M
PG
Procter & Gamble CO

Consumer Defensive
1.52K
New
$157.66 - $172.39 $240K - $262K
1.52K $242M
AVGO
Broadcom Inc.

Technology
216
+ 13.16%
$146.29 - $275.65 $31.6K - $59.5K
1.86K $512M
NULC
Nushares ETF Tr Nuveen Esg Lar

ETFs
3.88K
+ 43.48%
$39.26 - $49.01 $152K - $190K
12.8K $628M
LOW
Lowes Companies Inc

Consumer Cyclical
1.06K
New
$210.83 - $235.28 $224K - $250K
1.06K $236M
IVV
Ishares Core S&P 500 ETF

ETFs
68
+ 2.11%
$498.8 - $620.9 $33.9K - $42.2K
3.29K $2.04B
MA
Mastercard Inc

Financial Services
370
+ 29.09%
$479.92 - $590.74 $178K - $219K
1.64K $923M
AXP
American Express CO

Financial Services
671
New
$231.39 - $318.98 $155K - $214K
671 $214M
NOW
Service Now, Inc.

Technology
204
New
$721.65 - $1040.18 $147K - $212K
204 $210M
IDXX
Idexx Laboratories Inc

Healthcare
373
New
$361.04 - $536.34 $135K - $200K
373 $200M
META
Meta Platforms, Inc.

Communication Services
9
+ 0.77%
$484.66 - $738.09 $4.36K - $6.64K
1.18K $872M
MKL
Markel Corp

Financial Services
1
+ 0.07%
$1678.5 - $1997.36 $1.68K - $2K
1.51K $3.02B
NFLX
Netflix Inc

Communication Services
70
+ 30.97%
$855.86 - $1339.13 $59.9K - $93.7K
296 $396M
JPM
Jpmorgan Chase & CO

Financial Services
258
+ 10.95%
$210.28 - $289.91 $54.3K - $74.8K
2.62K $758M
VO
Vanguard Mid Cap ETF

ETFs
414
+ 13.97%
$228.54 - $279.83 $94.6K - $116K
3.38K $945M
V
Visa Inc.

Financial Services
461
+ 18.76%
$308.27 - $373.31 $142K - $172K
2.92K $1.04B
PWR
Quanta Services, Inc.

Industrials
11
+ 0.82%
$239.47 - $381.26 $2.63K - $4.19K
1.36K $513M
MUB
Ishares National Muni Bond ETF

ETFs
1.53K
+ 24.11%
$102.31 - $105.8 $157K - $162K
7.88K $823M
ABT
Abbott Laboratories

Healthcare
1.07K
+ 42.55%
$123.95 - $138.08 $132K - $147K
3.57K $486M
CSCO
Cisco Systems, Inc.

Technology
1.25K
+ 22.75%
$53.19 - $69.38 $66.6K - $86.9K
6.76K $469M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.01K
+ 8.5%
$35.35 - $42.68 $71K - $85.7K
25.6K $1.09B
SPMD
Spdr Portfolio

ETFs
2.06K
+ 50.89%
$44.89 - $54.38 $92.7K - $112K
6.12K $333M
INTU
Intuit Inc

Technology
44
+ 10.58%
$544.07 - $787.63 $23.9K - $34.7K
460 $362M
NUSC
Nuveen Esg Small Cap ETF

ETFs
2.24K
+ 41.72%
$33.38 - $40.81 $74.8K - $91.4K
7.61K $310M
PEP
Pepsico Inc

Consumer Defensive
699
+ 39.78%
$128.02 - $151.37 $89.5K - $106K
2.46K $324M
Activity Summary
Buys All Purchases 70 New Holdings 9 Increased Positions 61 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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