Values First Advisors, Inc. Purchases in Q1 2025

Values First Advisors, Inc.

  • $166 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LOW
Lowes Companies Inc

Consumer Cyclical
7.44K
+ 306.05%
$222.66 - $268.42 $1.66M - $2M
9.87K $2.3M
VRNA
Verona Pharma PLC

Healthcare
1.62K
+ 6.91%
$44.81 - $69.63 $72.8K - $113K
25.1K $1.6M
AXON
Axon Enterprise, Inc.

Industrials
833
New
$496.65 - $710.01 $414K - $591K
833 $438K
TW
Tradeweb Markets Inc.

Financial Services
2.84K
New
$123.42 - $148.46 $351K - $422K
2.84K $421K
GH
Guardant Health, Inc.

Healthcare
1.54K
+ 5.48%
$31.77 - $49.94 $48.9K - $76.8K
29.6K $1.26M
FICO
Fair Isaac Corp

Technology
205
New
$1695.35 - $2030.47 $348K - $416K
205 $378K
MU
Micron Technology Inc

Technology
4.35K
New
$86.89 - $109.38 $378K - $476K
4.35K $377K
SNOW
Snowflake Inc.

Technology
2.31K
New
$146.16 - $192.78 $337K - $444K
2.31K $336K
INSP
Inspire Medical Systems, Inc.

Healthcare
2.07K
New
$157.24 - $215.42 $326K - $446K
2.07K $330K
IEF
Ishares Barclays

ETFs
1.77K
+ 3.46%
$91.17 - $95.39 $161K - $169K
52.8K $5.04M
ETR
Entergy Corp

Utilities
3.03K
New
$75.26 - $87.89 $228K - $266K
3.03K $259K
URI
United Rentals, Inc.

Industrials
419
+ 205.39%
$594.17 - $789.56 $249K - $331K
623 $390K
NTNX
Nutanix, Inc.

Technology
2.97K
+ 66.69%
$61.28 - $77.44 $182K - $230K
7.43K $518K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.86K
+ 9.85%
$85.29 - $92.57 $159K - $172K
20.8K $1.89M
CFLT
Confluent, Inc.

Technology
9.81K
New
$23.44 - $37.65 $230K - $369K
9.81K $229K
SITM
Sitime Corp

Technology
1.44K
New
$150.28 - $257.0 $216K - $369K
1.44K $219K
APD
Air Products & Chemicals, Inc.

Basic Materials
726
New
$283.24 - $338.07 $206K - $245K
726 $214K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
990
+ 5.77%
$97.25 - $104.79 $96.3K - $104K
18.2K $1.88M
WELL
Welltower Inc.

Real Estate
22
+ 0.35%
$124.05 - $156.86 $2.73K - $3.45K
6.26K $958K
EXPD
Expeditors International Of Washington Inc

Industrials
86
+ 0.55%
$109.09 - $126.48 $9.38K - $10.9K
15.8K $1.9M
MNDY
Monday.Com Ltd.

Technology
594
+ 46.77%
$213.0 - $327.92 $127K - $195K
1.86K $453K
NNN
National Retail Properties, Inc.

Real Estate
1.14K
+ 1.98%
$38.0 - $43.19 $43.5K - $49.4K
59K $2.52M
IRTC
I Rhythm Technologies, Inc.

Healthcare
615
+ 11.01%
$89.44 - $119.44 $55K - $73.5K
6.2K $649K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
303
+ 0.71%
$114.57 - $118.14 $34.7K - $35.8K
42.7K $5.04M
EVH
Evolent Health, Inc.

Healthcare
20.2K
+ 77.0%
$8.55 - $12.6 $173K - $255K
46.4K $439K
AXP
American Express CO

Financial Services
619
+ 51.28%
$255.39 - $325.87 $158K - $202K
1.83K $491K
WEAV
Weave Communications, Inc.

Technology
11.6K
New
$10.61 - $17.44 $123K - $201K
11.6K $128K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
40
+ 0.3%
$160.89 - $187.27 $6.44K - $7.49K
13.2K $2.29M
VGSH
Vanguard

ETFs
647
+ 0.49%
$58.07 - $58.69 $37.6K - $38K
132K $7.73M
EOG
Eog Resources Inc

Energy
171
+ 1.29%
$120.54 - $138.05 $20.6K - $23.6K
13.4K $1.72M
TRGP
Targa Resources Corp.

Energy
194
+ 7.72%
$178.44 - $217.22 $34.6K - $42.1K
2.71K $542K
MSI
Motorola Solutions, Inc.

Technology
244
+ 33.56%
$411.73 - $482.1 $100K - $118K
971 $425K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
128
+ 0.1%
$47.59 - $48.35 $6.09K - $6.19K
129K $6.26M
CINF
Cincinnati Financial Corp

Financial Services
132
+ 0.86%
$133.67 - $147.81 $17.6K - $19.5K
15.4K $2.28M
SO
Southern CO

Utilities
122
+ 1.84%
$80.96 - $92.96 $9.88K - $11.3K
6.77K $622K
SRCE
1 St Source Corp

Financial Services
323
+ 0.9%
$54.91 - $67.65 $17.7K - $21.9K
36.1K $2.16M
LNG
Cheniere Energy, Inc.

Energy
181
+ 10.73%
$209.32 - $253.66 $37.9K - $45.9K
1.87K $432K
ODFL
Old Dominion Freight Line, Inc.

Industrials
786
+ 13.91%
$161.13 - $209.29 $127K - $165K
6.44K $1.06M
ITRN
Ituran Location & Control Ltd.

Technology
64
+ 0.49%
$31.47 - $43.91 $2.01K - $2.81K
13K $471K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
388
+ 0.42%
$100.32 - $100.76 $38.9K - $39.1K
92.7K $9.33M
SAGE
Sage Therapeutics, Inc.

Healthcare
635
+ 2.99%
$5.55 - $8.66 $3.52K - $5.5K
21.9K $173K
CEG
Constellation Energy Corp

Utilities
396
+ 33.33%
$201.63 - $347.44 $79.8K - $138K
1.58K $319K
HBAN
Huntington Bancshares Inc

Financial Services
5.05K
+ 22.48%
$14.28 - $17.39 $72.2K - $87.9K
27.5K $413K
PEG
Public Service Enterprise Group Inc

Utilities
629
+ 23.63%
$78.2 - $90.39 $49.2K - $56.9K
3.29K $270K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
420
+ 2.93%
$99.16 - $99.52 $41.6K - $41.8K
14.8K $1.47M
INSM
Insmed Inc

Healthcare
38
+ 0.73%
$65.25 - $83.83 $2.48K - $3.19K
5.24K $399K
LLY
Eli Lilly & CO

Healthcare
17
+ 3.66%
$725.72 - $929.72 $12.3K - $15.8K
481 $397K
AVGO
Broadcom Inc.

Technology
1.01K
+ 49.68%
$167.43 - $244.7 $170K - $248K
3.05K $510K
STAG
Stag Industrial, Inc.

Real Estate
107
+ 0.73%
$32.39 - $37.07 $3.47K - $3.97K
14.7K $529K
Activity Summary
Buys All Purchases 107 New Holdings 14 Increased Positions 93 Sells All Sells 68 Reductions 67 Sold out 1 Options Calls 0 Puts 0
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