Values First Advisors, Inc. Purchases in Q3 2025

Values First Advisors, Inc.

  • $179 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
19.2K
+ 153.3%
$100.37 - $100.74 $1.93M - $1.94M
31.7K $3.2M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
21K
+ 124.89%
$91.44 - $91.77 $1.92M - $1.93M
37.8K $3.47M
VGSH
Vanguard

ETFs
25.6K
+ 20.09%
$58.43 - $58.88 $1.5M - $1.51M
153K $9.02M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
215
+ 1.58%
$89.32 - $107.82 $19.2K - $23.2K
13.8K $1.49M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.63K
+ 3.3%
$82.38 - $83.0 $217K - $219K
82.4K $6.84M
AXP
American Express CO

Financial Services
520
+ 18.6%
$294.27 - $342.31 $153K - $178K
3.32K $1.1M
MDT
Medtronic PLC

Healthcare
2.14K
New
$87.67 - $95.74 $188K - $205K
2.14K $204K
XYL
Xylem Inc.

Industrials
1.38K
New
$129.67 - $147.5 $179K - $203K
1.38K $203K
CHWY
Chewy, Inc.

Consumer Cyclical
5.36K
+ 38.47%
$34.27 - $42.33 $184K - $227K
19.3K $780K
WELL
Welltower Inc.

Real Estate
62
+ 1.01%
$150.71 - $178.14 $9.34K - $11K
6.23K $1.11M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
2.75K
+ 2.15%
$48.31 - $48.93 $133K - $135K
131K $6.37M
PANW
Palo Alto Networks Inc

Technology
767
+ 41.71%
$167.06 - $208.19 $128K - $160K
2.61K $530K
DV
Double Verify Holdings, Inc.

Technology
12.8K
New
$11.86 - $16.27 $151K - $208K
12.8K $152K
IEF
Ishares Barclays

ETFs
1.16K
+ 2.22%
$93.91 - $97.26 $108K - $112K
53.1K $5.12M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
47
+ 0.11%
$29.52 - $34.78 $1.39K - $1.63K
42.8K $1.45M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
2.62K
+ 33.93%
$44.8 - $46.43 $117K - $122K
10.3K $478K
NEAR
Blackrock Short Maturity Bond

ETFs
2.22K
+ 2.69%
$50.8 - $51.32 $113K - $114K
84.5K $4.33M
OHI
Omega Healthcare Investors Inc

Real Estate
420
+ 2.14%
$36.29 - $43.34 $15.2K - $18.2K
20.1K $847K
SHV
Ishares Tr

ETFs
1.12K
+ 69.46%
$110.06 - $110.49 $123K - $124K
2.73K $301K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
418
+ 2.34%
$98.52 - $103.93 $41.2K - $43.4K
18.3K $1.88M
TLT
Ishares Barclays 20+ Year Trea

ETFs
446
+ 2.18%
$85.01 - $90.35 $37.9K - $40.3K
20.9K $1.87M
NOW
Service Now, Inc.

Technology
113
+ 23.4%
$850.86 - $1044.69 $96.1K - $118K
596 $548K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
2.07K
+ 961.4%
$23.8 - $24.29 $49.2K - $50.2K
2.28K $55K
RPRX
Royalty Pharma PLC

Healthcare
1.72K
+ 11.2%
$34.9 - $37.91 $60.1K - $65.2K
17.1K $602K
GBIL
Goldman Sachs Access Treasury

ETFs
401
+ 19.87%
$99.82 - $100.23 $40K - $40.2K
2.42K $242K
KIM
Kimco Realty Corp

Real Estate
450
+ 1.66%
$20.74 - $22.79 $9.33K - $10.3K
27.6K $602K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
294
+ 2.14%
$99.12 - $99.52 $29.1K - $29.3K
14.1K $1.4M
TPIF
Timothy Plan Intl ETF (De)

ETFs
712
+ 34.61%
$31.81 - $33.66 $22.6K - $24K
2.77K $92K
SO
Southern CO

Utilities
35
+ 0.47%
$90.83 - $96.0 $3.18K - $3.36K
7.46K $706K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
351
+ 25.9%
$38.56 - $42.17 $13.5K - $14.8K
1.71K $70K
ISMD
Northern Lts Fd Tr Iv

ETFs
13
+ 3.35%
$35.1 - $39.69 $456 - $516
401 $15K
Strategy Shs
2.37K
+ 38.21%
N/A
8.56K $0
Strategy Shs
5.67K
+ 43.57%
N/A
18.7K $0
Annaly Capital Management In
1.21K
+ 3.82%
N/A
32.9K $0
OALC
Unified Ser Tr Oneascent Large
4K
New
N/A
4K $0
Talen Energy Corp
1.04K
New
N/A
1.04K $0
OAIM
Unified Ser Tr Oneascent Intl
5.44K
New
N/A
5.44K $0
STAG
Stag Industrial, Inc.

Real Estate
223
+ 1.53%
$34.28 - $36.97 $7.64K - $8.24K
14.8K $520K
WY
Weyerhaeuser CO

Real Estate
223
+ 1.37%
$24.1 - $26.83 $5.37K - $5.98K
16.5K $409K
NNN
National Retail Properties, Inc.

Real Estate
422
+ 0.75%
$40.68 - $44.1 $17.2K - $18.6K
56.6K $2.41M
EXR
Extra Space Storage Inc.

Real Estate
61
+ 1.64%
$134.36 - $152.88 $8.2K - $9.33K
3.79K $533K
TT
Trane Technologies PLC

Industrials
102
+ 2.32%
$398.96 - $472.54 $40.7K - $48.2K
4.5K $1.9M
COLD
Americold Realty Trust

Real Estate
304
+ 1.57%
$12.14 - $16.98 $3.69K - $5.16K
19.7K $240K
MAA
Mid America Apartment Communities Inc.

Real Estate
71
+ 0.47%
$138.38 - $153.2 $9.82K - $10.9K
15.3K $2.14M
Activity Summary
Buys All Purchases 45 New Holdings 6 Increased Positions 39 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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