Values Added Financial LLC Purchases in Q1 2025

Values Added Financial LLC

  • $180 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPAB
Spdr Portfolio Aggregate Bond

ETFs
73.6K
+ 30.22%
$24.73 - $25.62 $1.82M - $1.88M
317K $8.1B
BND
Vanguard Bd Index Fd Inc Total

ETFs
20.8K
+ 10.96%
$71.17 - $73.66 $1.48M - $1.53M
210K $15.4B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
60.4K
+ 97.83%
$22.46 - $23.26 $1.36M - $1.4M
122K $2.83B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
19.8K
+ 6.66%
$33.84 - $37.77 $669K - $746K
317K $11.5B
MKL
Markel Corp

Financial Services
447
+ 42.01%
$1660.14 - $2059.83 $742K - $921K
1.51K $2.82B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
10.3K
+ 42.6%
$75.32 - $84.77 $773K - $871K
34.4K $2.81B
AAPL
Apple Inc.

Technology
6.7K
+ 23.7%
$209.68 - $247.1 $1.41M - $1.66M
35K $7.77B
DMXF
Ishares Esg Advanced Msci Eafe

Technology
5.99K
+ 10.72%
$63.91 - $70.19 $383K - $420K
61.9K $4.17B
IDEV
Ishares Core Msci Intl Develop

ETFs
5.82K
+ 26.81%
$63.77 - $71.36 $371K - $416K
27.5K $1.9B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
11.9K
+ 82.26%
$25.81 - $28.52 $308K - $340K
26.4K $728M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
6.41K
+ 99.75%
$32.74 - $36.2 $210K - $232K
12.8K $449M
WELL
Welltower Inc.

Real Estate
1.44K
New
$124.05 - $156.86 $179K - $226K
1.44K $221M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
5.76K
New
$33.37 - $38.01 $192K - $219K
5.76K $216M
USXF
Ishares Esg Advanced Msci Usa

Technology
4.94K
+ 84.52%
$46.38 - $52.65 $229K - $260K
10.8K $503M
NFLX
Netflix Inc

Communication Services
226
New
$828.4 - $1058.6 $187K - $239K
226 $211M
SPMD
Spdr Portfolio

ETFs
4.06K
New
$50.21 - $57.73 $204K - $234K
4.06K $208M
IXN
Ishares Global Information Tec

ETFs
2.71K
New
$75.73 - $88.4 $205K - $239K
2.71K $205M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3.05K
+ 21.68%
$96.93 - $109.51 $296K - $334K
17.1K $1.68B
VB
Vanguard Small Cap ETF

ETFs
985
+ 92.49%
$217.89 - $252.64 $215K - $249K
2.05K $455M
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
2.66K
+ 25.1%
$44.39 - $50.29 $118K - $134K
13.3K $646M
JPM
Jpmorgan Chase & CO

Financial Services
490
+ 26.25%
$225.19 - $279.95 $110K - $137K
2.36K $578M
VO
Vanguard Mid Cap ETF

ETFs
528
+ 21.68%
$251.87 - $277.95 $133K - $147K
2.96K $766M
V
Visa Inc.

Financial Services
116
+ 4.95%
$306.92 - $362.71 $35.6K - $42.1K
2.46K $861M
MUB
Ishares National Muni Bond ETF

ETFs
1.19K
+ 23.07%
$104.71 - $107.69 $125K - $128K
6.35K $669M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 0.76%
$442.66 - $534.52 $4.43K - $5.35K
1.32K $705M
EMXF
Ishares Esg Advanced Msci Em E

ETFs
1.55K
+ 4.08%
$36.46 - $39.46 $56.5K - $61.1K
39.5K $1.51B
FNDX
Schwab Fundamental U S Large C

ETFs
3.9K
+ 8.51%
$23.03 - $25.01 $89.8K - $97.5K
49.7K $1.17B
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
2.5K
+ 22.97%
$45.21 - $50.33 $113K - $126K
13.4K $612M
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
50
+ 0.2%
$39.43 - $44.62 $1.97K - $2.23K
24.7K $1.06B
FNDB
Schwab Fundamental U S Broad M

ETFs
3.9K
+ 8.52%
$22.52 - $24.48 $87.8K - $95.5K
49.7K $1.14B
IBM
International Business Machines Corp

Technology
96
+ 5.25%
$217.4 - $264.74 $20.9K - $25.4K
1.93K $479M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
505
+ 6.17%
$126.11 - $135.06 $63.7K - $68.2K
8.69K $1.12B
COST
Costco Wholesale Corp

Consumer Defensive
28
+ 2.15%
$890.62 - $1076.86 $24.9K - $30.2K
1.33K $1.26B
ABT
Abbott Laboratories

Healthcare
57
+ 2.33%
$111.1 - $140.22 $6.33K - $7.99K
2.51K $332M
MA
Mastercard Inc

Financial Services
52
+ 4.26%
$504.67 - $576.31 $26.2K - $30K
1.27K $697M
SYNL
Synalloy Corp
2.18K
+ 15.27%
N/A
16.5K $208M
CSCO
Cisco Systems, Inc.

Technology
584
+ 11.86%
$58.74 - $64.87 $34.3K - $37.9K
5.51K $340M
NULC
Nushares ETF Tr Nuveen Esg Lar

ETFs
1.38K
+ 18.23%
$42.96 - $47.7 $59.1K - $65.6K
8.93K $391M
ICE
Intercontinental Exchange, Inc.

Financial Services
64
+ 4.36%
$142.8 - $176.36 $9.14K - $11.3K
1.53K $264M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2K
+ 22.37%
$37.84 - $44.02 $75.8K - $88.1K
11K $421M
ARCC
Ares Capital Corp

Financial Services
1.58K
+ 5.64%
$21.28 - $23.81 $33.6K - $37.6K
29.6K $655M
ADP
Automatic Data Processing Inc

Industrials
57
+ 3.19%
$286.85 - $318.64 $16.4K - $18.2K
1.85K $564M
SYK
Stryker Corp

Healthcare
37
+ 2.36%
$355.18 - $399.9 $13.1K - $14.8K
1.6K $597M
Brookfield Corp
1.05K
+ 23.33%
N/A
5.55K $291M
XOM
Exxon Mobil Corp

Energy
3
+ 0.11%
$105.44 - $118.93 $316 - $357
2.82K $335M
VHT
Vanguard Health Care ETF

ETFs
19
+ 0.94%
$254.06 - $273.83 $4.83K - $5.2K
2.03K $538M
CHD
Church & Dwight CO Inc

Consumer Defensive
65
+ 1.83%
$101.42 - $113.2 $6.59K - $7.36K
3.61K $398M
ITW
Illinois Tool Works Inc

Industrials
118
+ 11.14%
$244.9 - $274.48 $28.9K - $32.4K
1.18K $292M
PEP
Pepsico Inc

Consumer Defensive
98
+ 5.91%
$142.64 - $156.42 $14K - $15.3K
1.76K $263M
Activity Summary
Buys All Purchases 70 New Holdings 5 Increased Positions 65 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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