Values First Advisors, Inc. Purchases and Sells in Q3 2025

Values First Advisors, Inc.

$179 Million
Q3 2025

Top Buys

Incresed Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SGOV	19.2K + 153.3%	$100.37 - $100.74 $1.93M - $1.94M	31.7K $3.2M
BIL	21K + 124.89%	$91.44 - $91.77 $1.92M - $1.93M	37.8K $3.47M
VGSH	25.6K + 20.09%	$58.43 - $58.88 $1.5M - $1.51M	153K $9.02M
ORLY	215 + 1.58%	$89.32 - $107.82 $19.2K - $23.2K	13.8K $1.49M
SHY	2.63K + 3.3%	$82.38 - $83.0 $217K - $219K	82.4K $6.84M
AXP	520 + 18.6%	$294.27 - $342.31 $153K - $178K	3.32K $1.1M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MDT	2.14K New	$87.67 - $95.74 $188K - $205K	2.14K $204K
XYL	1.38K New	$129.67 - $147.5 $179K - $203K	1.38K $203K
DV	12.8K New	$11.86 - $16.27 $151K - $208K	12.8K $152K
TALEN ENERGY CORP	1.04K New	N/A	1.04K $0
OAIM	5.44K New	N/A	5.44K $0
OALC	4K New	N/A	4K $0

Top Sells

Reduced Positions

122 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MINT	-49.4K - 53.36%	$100.16 - $100.7 $4.95M - $4.98M	43.2K $4.35M
BMI	-116 - 1.51%	$172.32 - $245.81 $20K - $28.5K	7.56K $1.35M
HCKT	-394 - 0.59%	$19.01 - $25.92 $7.49K - $10.2K	65.9K $1.25M
TOST	-1.25K - 3.81%	$36.51 - $49.3 $45.7K - $61.8K	31.6K $1.15M
FIZZ	-424 - 1.05%	$36.54 - $47.69 $15.5K - $20.2K	39.9K $1.47M
TTD	-1.79K - 25.82%	$43.93 - $89.76 $78.6K - $161K	5.14K $252K

Activity Summary All Purchases 45 New Holdings 6 Increased Positions 39 All Sells 122 Reductions 122 Sold out 0 Calls 0 Puts 0

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