Values First Advisors, Inc. Purchases in Q2 2025

Values First Advisors, Inc.

  • $177 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PANW
Palo Alto Networks Inc

Technology
372
+ 25.36%
$152.44 - $204.64 $56.7K - $76.1K
1.84K $376K
CSV
Carriage Services Inc

Consumer Cyclical
81
+ 0.46%
$36.26 - $46.06 $2.94K - $3.73K
17.5K $800K
AMSF
Amerisafe Inc

Financial Services
2.5K
+ 46.66%
N/A
7.87K $344K
SHV
Ishares Tr

ETFs
809
+ 100.87%
$110.06 - $110.46 $89K - $89.4K
1.61K $177K
NTNX
Nutanix, Inc.

Technology
474
+ 6.38%
$58.17 - $83.07 $27.6K - $39.4K
7.91K $604K
CRMT
Americas Carmart Inc

Consumer Cyclical
10
+ 0.15%
$43.5 - $57.74 $435 - $577
6.55K $367K
TPIF
Timothy Plan Intl ETF (De)

ETFs
2.06K
New
$26.0 - $32.29 $53.5K - $66.4K
2.06K $66K
LNG
Cheniere Energy, Inc.

Energy
175
+ 9.37%
$197.25 - $244.33 $34.5K - $42.8K
2.04K $497K
SO
Southern CO

Utilities
657
+ 9.71%
$84.91 - $92.56 $55.8K - $60.8K
7.43K $681K
SSYS
Stratasys Ltd.

Technology
52
+ 0.16%
$8.72 - $11.47 $453 - $596
32.9K $377K
LOW
Lowes Companies Inc

Consumer Cyclical
723
+ 7.32%
$210.83 - $235.28 $152K - $170K
10.6K $2.35M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
451
+ 0.57%
$82.21 - $83.12 $37.1K - $37.5K
79.8K $6.61M
DHI
Horton D R Inc

Consumer Cyclical
270
+ 4.69%
$115.1 - $129.63 $31.1K - $35K
6.02K $776K
SLP
Simulations Plus, Inc.

Healthcare
18.2K
+ 46.4%
$16.86 - $35.88 $307K - $652K
57.4K $1M
ITRN
Ituran Location & Control Ltd.

Technology
196
+ 1.5%
$31.71 - $39.25 $6.22K - $7.69K
13.2K $512K
IRDM
Iridium Communications Inc.

Communication Services
89
+ 0.72%
$21.57 - $30.17 $1.92K - $2.69K
12.4K $373K
WCN
Waste Connections, Inc.

Industrials
338
+ 9.01%
$183.26 - $199.95 $61.9K - $67.6K
4.09K $763K
CTRE
Care Trust Reit, Inc.

Real Estate
168
+ 1.31%
$26.65 - $30.69 $4.48K - $5.16K
13K $396K
SAGE
Sage Therapeutics, Inc.

Healthcare
412
+ 1.88%
$6.38 - $9.3 $2.63K - $3.83K
22.3K $203K
ODFL
Old Dominion Freight Line, Inc.

Industrials
291
+ 4.52%
$146.74 - $176.07 $42.7K - $51.2K
6.73K $1.09M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
26
+ 0.34%
$37.78 - $44.9 $982 - $1.17K
7.71K $346K
TLF
Tandy Leather Factory, Inc.

Consumer Cyclical
602
+ 1.13%
$2.74 - $3.24 $1.65K - $1.95K
53.9K $166K
RELY
Remitly Global, Inc.

Technology
2.28K
+ 14.59%
$18.65 - $24.49 $42.6K - $55.9K
17.9K $336K
LCUT
Lifetime Brands, Inc

Consumer Cyclical
686
+ 3.14%
$3.0 - $5.1 $2.06K - $3.5K
22.5K $114K
GIFI
Gulf Island Fabrication Inc

Industrials
55
+ 0.3%
$5.81 - $7.19 $320 - $395
18.2K $120K
ISMD
Northern Lts Fd Tr Iv

ETFs
42
+ 12.14%
$29.72 - $35.6 $1.25K - $1.5K
388 $13K
T
At&T Inc.

Communication Services
2
+ 0.34%
$26.33 - $28.94 $52.7 - $57.9
599 $17K
Annaly Capital Management In
440
+ 1.41%
N/A
31.7K $0
Beta Bionics Inc
4.98K
+ 13.24%
N/A
42.6K $0
Talphera Inc
1.89K
+ 1.94%
N/A
99.2K $0
AVB
Avalonbay Communities Inc

Real Estate
2
New
$187.23 - $215.61 $374 - $431
2 $0
Lam Research Corp
636
+ 7.76%
N/A
8.84K $0
Pluri Inc
250
+ 2.11%
N/A
12.1K $0
PEAK
Healthpeak Properties, Inc.

Real Estate
0
New
N/A
0 $0
Rb Global Inc
527
+ 8.22%
N/A
6.94K $0
Agenus Inc
246
+ 1.84%
N/A
13.6K $0
Strategy Shs
3.23K
+ 33.05%
N/A
13K $0
Strategy Shs
695
+ 12.64%
N/A
6.19K $0
TW
Tradeweb Markets Inc.

Financial Services
31
+ 1.09%
$125.37 - $149.02 $3.89K - $4.62K
2.87K $420K
CENTA
Central Garden & Pet Company C

Consumer Defensive
9
+ 0.36%
$29.57 - $32.86 $266 - $296
2.54K $79K
CENT
Central Garden & Pet CO

Consumer Defensive
24
+ 0.24%
$33.56 - $36.96 $805 - $887
10.2K $357K
ROP
Roper Technologies Inc

Industrials
73
+ 2.94%
$519.19 - $590.78 $37.9K - $43.1K
2.56K $1.45M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
1.01K
+ 1.12%
$3.97 - $5.84 $4.01K - $5.9K
91K $460K
EXPD
Expeditors International Of Washington Inc

Industrials
654
+ 4.13%
$102.84 - $122.24 $67.3K - $79.9K
16.5K $1.88M
AXSM
Axsome Therapeutics, Inc.

Healthcare
345
+ 7.24%
$95.65 - $116.49 $33K - $40.2K
5.11K $533K
EGY
Vaalco Energy Inc

Energy
8.52K
+ 2.09%
$3.1 - $3.94 $26.4K - $33.6K
416K $1.5M
TRGP
Targa Resources Corp.

Energy
159
+ 5.88%
$157.32 - $205.72 $25K - $32.7K
2.87K $498K
OLN
Olin Corp

Basic Materials
185
+ 1.21%
$17.96 - $24.7 $3.32K - $4.57K
15.5K $310K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
12.7K
+ 1406.1%
$87.84 - $1441.89 $1.11M - $18.3M
13.6K $1.22M
Activity Summary
Buys All Purchases 103 New Holdings 15 Increased Positions 88 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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