Values Added Financial LLC Incresed Positions in Q3 2025

Values Added Financial LLC

  • $225 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IAGG
Ishares Tr Core Intl Aggregate

ETFs
36.7K
+ 12.9%
$50.85 - $51.35 $1.87M - $1.88M
321K $16.4B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
22.3K
+ 5.98%
$39.8 - $42.86 $887K - $955K
395K $16.9B
AAPL
Apple Inc.

Technology
837
+ 2.81%
$202.38 - $256.87 $169K - $215K
30.6K $7.8B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
9.39K
+ 10.41%
$72.65 - $78.68 $682K - $738K
99.6K $7.8B
DMXF
Ishares Esg Advanced Msci Eafe

Technology
13.2K
+ 17.34%
$71.6 - $76.11 $942K - $1M
89K $6.74B
EMXF
Ishares Esg Advanced Msci Em E

ETFs
15.3K
+ 24.91%
$42.5 - $45.6 $649K - $696K
76.6K $3.47B
GOOGL
Alphabet Inc.

Communication Services
451
+ 4.23%
$174.36 - $254.72 $78.6K - $115K
11.1K $2.7B
GOOG
Alphabet Inc.

Communication Services
176
+ 1.52%
$175.16 - $255.24 $30.8K - $44.9K
11.8K $2.86B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.74K
+ 1.03%
$42.67 - $46.91 $74.2K - $81.6K
171K $8.02B
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.95K
+ 6.21%
$25.29 - $28.33 $252K - $282K
170K $4.74B
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
9.18K
+ 38.54%
$41.34 - $45.65 $380K - $419K
33K $1.49B
NVDA
Nvidia Corp

Technology
1.3K
+ 15.45%
$153.3 - $186.58 $199K - $242K
9.7K $1.81B
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
9.6K
+ 67.52%
$41.58 - $44.7 $399K - $429K
23.8K $1.04B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
8.77K
+ 3.31%
$25.21 - $25.99 $221K - $228K
273K $7.07B
MSFT
Microsoft Corp

Technology
168
+ 2.15%
$491.09 - $535.64 $82.5K - $90K
8K $4.14B
VEU
Vanguard Ftse All World Ex Us

ETFs
154
+ 0.29%
$66.38 - $71.68 $10.2K - $11K
52.7K $3.76B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.03K
+ 4.75%
$48.5 - $50.19 $147K - $152K
66.7K $3.34B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.06K
+ 2.41%
$28.15 - $30.13 $57.9K - $62K
87.5K $2.59B
ORCL
Oracle Corp

Technology
58
+ 2.03%
$218.96 - $328.33 $12.7K - $19K
2.92K $821M
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
1.67K
+ 2.92%
$46.09 - $49.41 $76.9K - $82.4K
58.8K $2.9B
AVGO
Broadcom Inc.

Technology
193
+ 10.39%
$264.74 - $369.57 $51.1K - $71.3K
2.05K $676M
ASML
Asml Holding Nv

Technology
2
+ 0.26%
$689.63 - $968.09 $1.38K - $1.94K
762 $738M
HD
Home Depot, Inc.

Consumer Cyclical
81
+ 3.91%
$357.4 - $423.42 $28.9K - $34.3K
2.16K $873M
TMO
Thermo Fisher Scientific Inc.

Healthcare
57
+ 6.73%
$404.94 - $499.99 $23.1K - $28.5K
904 $438M
AMZN
Amazon Com Inc

Consumer Cyclical
281
+ 2.09%
$211.65 - $238.24 $59.5K - $66.9K
13.7K $3.02B
WELL
Welltower Inc.

Real Estate
124
+ 7.51%
$150.71 - $178.14 $18.7K - $22.1K
1.78K $316M
IDXX
Idexx Laboratories Inc

Healthcare
14
+ 3.75%
$514.61 - $682.78 $7.2K - $9.56K
387 $247M
MA
Mastercard Inc

Financial Services
55
+ 3.35%
$550.18 - $598.96 $30.3K - $32.9K
1.7K $965M
LOW
Lowes Companies Inc

Consumer Cyclical
40
+ 3.76%
$215.01 - $273.02 $8.6K - $10.9K
1.1K $277M
UNH
Unitedhealth Group Inc

Healthcare
4
+ 0.36%
$237.77 - $353.61 $951 - $1.41K
1.11K $383M
MRK
Merck & Co., Inc.

Healthcare
243
+ 7.75%
$77.6 - $87.37 $18.9K - $21.2K
3.38K $283M
PEP
Pepsico Inc

Consumer Defensive
88
+ 3.58%
$133.81 - $152.16 $11.8K - $13.4K
2.54K $357M
VB
Vanguard Small Cap ETF

ETFs
25
+ 1.73%
$237.58 - $259.17 $5.94K - $6.48K
1.47K $373M
AXP
American Express CO

Financial Services
55
+ 8.2%
$294.27 - $342.31 $16.2K - $18.8K
726 $241M
ITW
Illinois Tool Works Inc

Industrials
22
+ 1.87%
$252.31 - $269.41 $5.55K - $5.93K
1.2K $313M
META
Meta Platforms, Inc.

Communication Services
21
+ 1.78%
$695.21 - $791.73 $14.6K - $16.6K
1.2K $883M
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 4.76%
$5364.25 - $5815.92 $10.7K - $11.6K
44 $238M
NOW
Service Now, Inc.

Technology
16
+ 7.84%
$850.86 - $1044.69 $13.6K - $16.7K
220 $202M
LLY
Eli Lilly & CO

Healthcare
2
+ 0.22%
$625.65 - $812.69 $1.25K - $1.63K
916 $699M
V
Visa Inc.

Financial Services
72
+ 2.47%
$332.09 - $358.86 $23.9K - $25.8K
2.99K $1.02B
MCO
Moodys Corp

Financial Services
10
+ 1.24%
$472.69 - $521.32 $4.73K - $5.21K
814 $388M
ICE
Intercontinental Exchange, Inc.

Financial Services
26
+ 1.71%
$167.28 - $188.45 $4.35K - $4.9K
1.54K $260M
SYK
Stryker Corp

Healthcare
59
+ 3.63%
$368.57 - $403.53 $21.7K - $23.8K
1.69K $623M
NFLX
Netflix Inc

Communication Services
15
+ 5.07%
$1147.87 - $1297.18 $17.2K - $19.5K
311 $373M
ADP
Automatic Data Processing Inc

Industrials
9
+ 0.49%
$288.69 - $310.94 $2.6K - $2.8K
1.86K $546M
CHD
Church & Dwight CO Inc

Consumer Defensive
60
+ 1.67%
$85.84 - $99.09 $5.15K - $5.95K
3.66K $320M
TXN
Texas Instruments Inc

Technology
15
+ 0.93%
N/A
1.62K $298M
AMT
American Tower Corp

Real Estate
37
+ 2.02%
$192.32 - $232.35 $7.12K - $8.6K
1.87K $359M
MKL
Markel Corp

Financial Services
5
+ 0.33%
$1898.34 - $2031.8 $9.49K - $10.2K
1.52K $2.9B
Activity Summary
Buys All Purchases 59 New Holdings 9 Increased Positions 50 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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