Values First Advisors, Inc. Purchases in Q4 2024

Values First Advisors, Inc.

  • $177 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
28.1K
+ 53.21%
$81.68 - $82.93 $2.29M - $2.33M
80.8K $6.62M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
15K
+ 54.73%
$115.08 - $119.55 $1.73M - $1.79M
42.4K $4.9M
IEF
Ishares Barclays

ETFs
17.8K
+ 53.6%
$92.08 - $98.18 $1.64M - $1.75M
51K $4.72M
NEAR
Blackrock Short Maturity Bond

ETFs
28.6K
+ 52.29%
$50.28 - $51.08 $1.44M - $1.46M
83.3K $4.21M
SPGI
S&P Global Inc.

Financial Services
1.47K
+ 222.98%
$480.36 - $529.17 $704K - $775K
2.12K $1.06M
CDNS
Cadence Design Systems Inc

Technology
2.24K
+ 348.99%
$249.1 - $324.54 $557K - $726K
2.88K $864K
WDAY
Workday, Inc.

Technology
2.5K
+ 201.86%
$233.85 - $279.91 $585K - $700K
3.74K $965K
NVDA
Nvidia Corp

Technology
4.46K
+ 143.01%
$117.0 - $148.88 $522K - $664K
7.58K $1.02M
VRNA
Verona Pharma PLC

Healthcare
6.33K
+ 36.86%
$28.71 - $47.02 $182K - $298K
23.5K $1.09M
NOW
Service Now, Inc.

Technology
480
+ 209.61%
$867.18 - $1148.42 $416K - $551K
709 $751K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
6K
+ 53.74%
$99.04 - $109.59 $594K - $658K
17.2K $1.71M
INTU
Intuit Inc

Technology
767
+ 397.41%
$602.01 - $706.25 $462K - $542K
960 $603K
FAST
Fastenal CO

Industrials
6.69K
New
$69.99 - $84.35 $468K - $564K
6.69K $481K
DG
Dollar General Corp

Consumer Defensive
6.34K
New
$73.27 - $84.47 $464K - $535K
6.34K $480K
AVGO
Broadcom Inc.

Technology
2.04K
New
$159.67 - $250.0 $326K - $510K
2.04K $472K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
4.72K
+ 49.0%
$99.0 - $99.5 $467K - $470K
14.4K $1.42M
GLBE
Global E Online Ltd.

Consumer Cyclical
4.64K
+ 35.47%
$35.95 - $57.07 $167K - $265K
17.7K $965K
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.53K
+ 52.79%
$87.1 - $98.49 $569K - $644K
18.9K $1.65M
HBAN
Huntington Bancshares Inc

Financial Services
22.5K
New
$14.18 - $18.2 $319K - $409K
22.5K $365K
VRT
Vertiv Holdings CO

Industrials
4.18K
New
N/A
4.18K $362K
LNG
Cheniere Energy, Inc.

Energy
1.69K
New
$181.07 - $225.92 $305K - $381K
1.69K $362K
AXP
American Express CO

Financial Services
1.21K
New
$267.35 - $305.57 $323K - $369K
1.21K $358K
VGT
Vanguard Information Technolog

ETFs
560
New
$571.78 - $647.97 $320K - $363K
560 $348K
GNRC
Generac Holdings Inc.

Industrials
2.08K
New
$154.28 - $195.11 $321K - $406K
2.08K $322K
VMC
Vulcan Materials CO

Basic Materials
1.25K
New
$237.95 - $292.31 $298K - $366K
1.25K $321K
HD
Home Depot, Inc.

Consumer Cyclical
828
+ 216.19%
$385.02 - $431.37 $319K - $357K
1.21K $471K
BPMC
Blueprint Medicines Corp

Healthcare
3.66K
+ 277.95%
$82.48 - $101.39 $301K - $371K
4.97K $433K
FTDR
Frontdoor, Inc.

Consumer Cyclical
5.44K
New
$46.71 - $59.54 $254K - $324K
5.44K $297K
LLY
Eli Lilly & CO

Healthcare
386
+ 494.87%
$727.2 - $932.06 $281K - $360K
464 $358K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
621
New
$442.29 - $483.08 $275K - $300K
621 $281K
MSI
Motorola Solutions, Inc.

Technology
563
+ 343.29%
$449.08 - $504.6 $253K - $284K
727 $336K
WMB
Williams Companies, Inc.

Energy
3.31K
+ 36.0%
$46.37 - $59.74 $154K - $198K
12.5K $676K
LSCC
Lattice Semiconductor Corp

Technology
4.1K
+ 84.41%
$48.58 - $63.46 $199K - $260K
8.96K $507K
BSX
Boston Scientific Corp

Healthcare
2.77K
+ 817.4%
$83.62 - $91.5 $232K - $254K
3.11K $277K
AIT
Applied Industrial Technologies Inc

Industrials
965
+ 189.22%
$220.05 - $280.49 $212K - $271K
1.48K $353K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
2.3K
New
$78.5 - $102.01 $180K - $234K
2.3K $227K
SO
Southern CO

Utilities
3.03K
+ 83.74%
$81.5 - $94.15 $247K - $285K
6.65K $547K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
29.6K
+ 49.07%
$5.7 - $8.27 $168K - $244K
89.8K $606K
PCTY
Paylocity Holding Corp

Technology
1.02K
New
$162.14 - $213.79 $165K - $218K
1.02K $203K
UNP
Union Pacific Corp

Industrials
919
+ 217.77%
$223.15 - $249.32 $205K - $229K
1.34K $305K
SHW
Sherwin Williams CO

Basic Materials
727
+ 66.33%
$338.75 - $399.71 $246K - $291K
1.82K $619K
VITL
Vital Farms, Inc.

Consumer Defensive
5.27K
New
$28.13 - $40.91 $148K - $216K
5.27K $198K
EXLS
Exl Service Holdings, Inc.

Technology
4.33K
New
$38.1 - $47.02 $165K - $203K
4.33K $191K
OKE
Oneok Inc

Energy
1.84K
+ 379.38%
$92.28 - $117.05 $170K - $215K
2.33K $233K
CEG
Constellation Energy Corp

Utilities
870
+ 273.58%
$224.28 - $285.52 $195K - $248K
1.19K $267K
RSG
Republic Services, Inc.

Industrials
915
+ 216.82%
$198.0 - $218.75 $181K - $200K
1.34K $268K
HUBB
Hubbell Inc

Industrials
414
New
$418.89 - $472.12 $173K - $195K
414 $173K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
3.94K
+ 89.42%
$42.7 - $46.33 $168K - $182K
8.34K $357K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
4.13K
New
$38.17 - $42.95 $158K - $177K
4.13K $161K
Activity Summary
Buys All Purchases 126 New Holdings 34 Increased Positions 92 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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