Values Added Financial LLC Sells in Q1 2025

Values Added Financial LLC

  • $180 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-11.3K
- 9.5%
$49.25 - $50.66 $555K - $571K
107K $5.33B
SCHA
Schwab Strategic Tr Us Small C

ETFs
-7.35K
- 5.56%
$23.16 - $27.04 $170K - $199K
125K $2.93B
MSFT
Microsoft Corp

Technology
-448
- 6.49%
$375.39 - $447.2 $168K - $200K
6.46K $2.43B
VEA
Vanguard Ftse Developed Market

ETFs
-22.4K
- 9.85%
$47.4 - $52.99 $1.06M - $1.19M
205K $10.4B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-2.65K
- 3.62%
$67.03 - $74.61 $178K - $198K
70.5K $4.8B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-11.8K
- 11.25%
$42.5 - $46.71 $502K - $552K
93.2K $4.22B
VXF
Vanguard Extended Market ETF

ETFs
-255
- 1.47%
$170.36 - $201.04 $43.4K - $51.3K
17.1K $2.94B
VTI
Vanguard Total Stock Market Et

ETFs
-397
- 2.72%
$271.18 - $303.12 $108K - $120K
14.2K $3.91B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-6.81K
- 10.3%
$25.58 - $29.24 $174K - $199K
59.3K $1.55B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.61K
- 2.46%
$21.23 - $23.75 $55.3K - $61.9K
103K $2.22B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-928
- 0.71%
$21.75 - $24.28 $20.2K - $22.5K
129K $2.85B
HD
Home Depot, Inc.

Consumer Cyclical
-265
- 11.13%
$347.25 - $424.87 $92K - $113K
2.12K $775M
ZBRA
Zebra Technologies Corp

Technology
-1
- 0.11%
$271.72 - $421.11 $272 - $421
879 $248M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-113
- 11.57%
$497.6 - $606.74 $56.2K - $68.6K
864 $430M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
-4.1K
- 22.41%
$26.47 - $29.92 $108K - $123K
14.2K $415M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-665
- 8.99%
$57.21 - $65.8 $38K - $43.8K
6.74K $393M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-70
- 7.07%
$360.07 - $417.26 $25.2K - $29.2K
920 $332M
TYG
Tortoise Energy Infrastructure Corp

Financial Services
-1.62K
- 22.06%
$40.55 - $48.43 $65.6K - $78.4K
5.72K $246M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-993
- 15.61%
$37.9 - $43.9 $37.6K - $43.6K
5.37K $206M
USB
Us Bancorp \De\

Financial Services
-435
- 6.24%
$40.92 - $50.9 $17.8K - $22.1K
6.54K $276M
USRT
Ishares Core U.S. Reit ETF

ETFs
-955
- 16.68%
$55.14 - $60.29 $52.7K - $57.6K
4.77K $275M
NKE
Nike, Inc.

Consumer Cyclical
-18
- 0.51%
$63.29 - $81.72 $1.14K - $1.47K
3.54K $225M
CTO
Cto Realty Growth, Inc.

Real Estate
-1.8K
- 11.8%
$18.06 - $20.83 $32.5K - $37.5K
13.5K $260M
ACN
Accenture PLC

Technology
-22
- 3.08%
$300.91 - $398.25 $6.62K - $8.76K
692 $216M
VIG
Vanguard Dividend Appreciation

ETFs
-106
- 3.85%
N/A
2.65K $514M
LLY
Eli Lilly & CO

Healthcare
-86
- 8.85%
$725.72 - $929.72 $62.4K - $80K
886 $732M
MCD
Mcdonalds Corp

Consumer Cyclical
-105
- 11.39%
$279.74 - $321.29 $29.4K - $33.7K
817 $255M
UNP
Union Pacific Corp

Industrials
-81
- 8.07%
$225.21 - $254.42 $18.2K - $20.6K
923 $218M
INTU
Intuit Inc

Technology
-3
- 0.72%
$555.63 - $630.23 $1.67K - $1.89K
416 $255M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-637
- 1.96%
$20.2 - $22.24 $12.9K - $14.2K
31.8K $684M
UNH
Unitedhealth Group Inc

Healthcare
-24
- 2.63%
$461.52 - $548.18 $11.1K - $13.2K
889 $466M
IEMG
Ishares Inc

ETFs
-434
- 2.26%
N/A
18.8K $1.01B
FNDF
Schwab Fundamental Intl Large

ETFs
-765
- 5.9%
$32.9 - $37.45 $25.2K - $28.6K
12.2K $441M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-877
- 3.3%
$18.36 - $20.51 $16.1K - $18K
25.7K $508M
JNJ
Johnson & Johnson

Healthcare
-34
- 2.19%
$142.06 - $167.7 $4.83K - $5.7K
1.52K $252M
AMT
American Tower Corp

Real Estate
-81
- 4.31%
$173.46 - $217.6 $14.1K - $17.6K
1.8K $391M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-910
- 0.54%
$37.07 - $40.63 $33.7K - $37K
168K $6.6B
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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