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
ASML
Asml Holding Nv

Technology
372
+ 53.84%
$658.43 - $872.27 $245K - $324K
1.06K $736K
ENTG
Entegris Inc

Technology
2.13K
+ 54.98%
$97.67 - $112.92 $208K - $241K
6K $594K
RELY
Remitly Global, Inc.

Technology
653
+ 4.42%
$12.69 - $23.07 $8.29K - $15.1K
15.4K $348K
URI
United Rentals, Inc.

Industrials
204
New
$704.44 - $880.32 $144K - $180K
204 $143K
OTIS
Otis Worldwide Corp

Industrials
1.73K
+ 104.41%
$92.57 - $106.01 $160K - $183K
3.38K $313K
EXEL
Exelixis, Inc.

Healthcare
243
+ 1.36%
$25.39 - $36.46 $6.17K - $8.86K
18.1K $603K
CSV
Carriage Services Inc

Consumer Cyclical
270
+ 1.57%
$30.35 - $41.08 $8.19K - $11.1K
17.5K $697K
IRTC
I Rhythm Technologies, Inc.

Healthcare
467
+ 9.12%
$57.07 - $91.45 $26.7K - $42.7K
5.59K $503K
SHV
Ishares Tr

ETFs
1.11K
+ 294.18%
$109.92 - $110.57 $122K - $123K
1.49K $164K
PNFP
Pinnacle Financial Partners Inc

Financial Services
955
+ 189.86%
$92.95 - $129.87 $88.8K - $124K
1.46K $166K
RPRX
Royalty Pharma PLC

Healthcare
5.55K
+ 53.31%
$24.28 - $28.39 $135K - $158K
16K $407K
WMT
Walmart Inc.

Consumer Defensive
1.21K
New
$79.1 - $95.7 $95.4K - $115K
1.21K $108K
TTD
Trade Desk, Inc.

Technology
107
+ 0.91%
$108.7 - $139.51 $11.6K - $14.9K
11.9K $1.4M
DTM
Dt Midstream, Inc.

Energy
1.06K
New
$78.85 - $108.56 $83.7K - $115K
1.06K $105K
SPY
Spdr S&P 500 ETF Trust

ETFs
134
+ 93.06%
$567.81 - $607.81 $76.1K - $81.4K
278 $162K
NEOG
Neogen Corp

Healthcare
12.5K
+ 77.69%
$11.64 - $16.4 $146K - $206K
28.7K $348K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
883
+ 2.12%
$32.63 - $37.1 $28.8K - $32.8K
42.6K $1.45M
NOVT
Novanta Inc

Technology
427
+ 34.63%
N/A
1.66K $261K
ITRN
Ituran Location & Control Ltd.

Technology
204
+ 1.6%
$26.03 - $31.38 $5.31K - $6.4K
13K $404K
XAR
Spdr S&P Aerospace & Defense E

ETFs
390
New
$153.8 - $176.52 $60K - $68.8K
390 $64K
CRMT
Americas Carmart Inc

Consumer Cyclical
33
+ 0.51%
$38.21 - $57.46 $1.26K - $1.9K
6.53K $334K
AMD
Advanced Micro Devices Inc

Technology
489
New
$118.88 - $172.8 $58.1K - $84.5K
489 $59K
NTGR
Netgear, Inc.

Technology
45
+ 0.63%
$19.06 - $29.03 $858 - $1.31K
7.22K $201K
DELL
Dell Technologies Inc.

Technology
508
+ 62.79%
$111.96 - $144.21 $56.9K - $73.3K
1.32K $151K
CPRT
Copart Inc

Consumer Cyclical
283
+ 3.48%
$51.36 - $63.8 $14.5K - $18.1K
8.41K $482K
AMGN
Amgen Inc

Healthcare
282
+ 90.68%
$258.78 - $328.31 $73K - $92.6K
593 $154K
GBX
Greenbrier Companies Inc

Industrials
151
+ 3.79%
$48.74 - $68.41 $7.36K - $10.3K
4.13K $252K
TREX
Trex CO Inc

Industrials
429
+ 5.7%
$62.94 - $79.88 $27K - $34.3K
7.95K $548K
PLD
Prologis, Inc.

Real Estate
598
+ 44.79%
$101.4 - $126.96 $60.6K - $75.9K
1.93K $204K
DV
Double Verify Holdings, Inc.

Technology
130
+ 0.94%
$16.24 - $21.06 $2.11K - $2.74K
13.9K $267K
MET
Metlife Inc

Financial Services
434
New
$78.15 - $88.25 $33.9K - $38.3K
434 $35K
ISRG
Intuitive Surgical Inc

Healthcare
16
+ 1.96%
$471.27 - $550.62 $7.54K - $8.81K
834 $435K
CENT
Central Garden & Pet CO

Consumer Defensive
123
+ 1.22%
$32.52 - $43.14 $4K - $5.31K
10.2K $395K
KIM
Kimco Realty Corp

Real Estate
942
+ 3.6%
$22.75 - $25.78 $21.4K - $24.3K
27.1K $634K
TLF
Tandy Leather Factory, Inc.

Consumer Cyclical
374
+ 0.96%
$4.0 - $4.86 $1.5K - $1.82K
39.5K $188K
SSYS
Stratasys Ltd.

Technology
490
+ 1.52%
$7.01 - $10.79 $3.43K - $5.29K
32.7K $290K
GIFI
Gulf Island Fabrication Inc

Industrials
162
+ 0.9%
$5.38 - $7.35 $872 - $1.19K
18.2K $124K
DGII
Digi International Inc

Technology
78
+ 1.11%
$27.66 - $33.88 $2.16K - $2.64K
7.12K $215K
VNQ
Vanguard Specialized Funds Van

ETFs
225
New
$87.85 - $98.6 $19.8K - $22.2K
225 $20K
WELL
Welltower Inc.

Real Estate
239
+ 3.99%
$123.11 - $139.3 $29.4K - $33.3K
6.24K $785K
AMSF
Amerisafe Inc

Financial Services
404
+ 8.17%
N/A
5.35K $234K
VHT
Vanguard Health Care ETF

ETFs
60
New
$250.81 - $283.3 $15K - $17K
60 $15K
TSLA
Tesla, Inc.

Consumer Cyclical
12
+ 19.35%
$213.65 - $479.86 $2.56K - $5.76K
74 $29K
T
At&T Inc.

Communication Services
594
New
$21.22 - $23.88 $12.6K - $14.2K
594 $13K
CENTA
Central Garden & Pet Company C

Consumer Defensive
35
+ 1.39%
$28.13 - $36.73 $985 - $1.29K
2.55K $84K
GBIL
Goldman Sachs Access Treasury

ETFs
30
+ 1.01%
$99.85 - $100.22 $3K - $3.01K
3.01K $300K
Lam Research Corp
8.5K
New
N/A
8.5K $0
Elevation Series Trust
6.54K
New
N/A
6.54K $0
Annaly Capital Management In
1.58K
+ 5.48%
N/A
30.3K $0
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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