Values First Advisors, Inc. Incresed Positions 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
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
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
LLY
Eli Lilly & CO

Healthcare
386
+ 494.87%
$727.2 - $932.06 $281K - $360K
464 $358K
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
BSX
Boston Scientific Corp

Healthcare
2.77K
+ 817.4%
$83.62 - $91.5 $232K - $254K
3.11K $277K
LSCC
Lattice Semiconductor Corp

Technology
4.1K
+ 84.41%
$48.58 - $63.46 $199K - $260K
8.96K $507K
AIT
Applied Industrial Technologies Inc

Industrials
965
+ 189.22%
$220.05 - $280.49 $212K - $271K
1.48K $353K
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
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
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
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
3.94K
+ 89.42%
$42.7 - $46.33 $168K - $182K
8.34K $357K
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
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
PDCO
Patterson Companies, Inc.

Healthcare
337
+ 2.9%
$19.57 - $31.4 $6.6K - $10.6K
12K $369K
RPRX
Royalty Pharma PLC

Healthcare
5.55K
+ 53.31%
$24.28 - $28.39 $135K - $158K
16K $407K
TTD
Trade Desk, Inc.

Technology
107
+ 0.91%
$108.7 - $139.51 $11.6K - $14.9K
11.9K $1.4M
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
CRMT
Americas Carmart Inc

Consumer Cyclical
33
+ 0.51%
$38.21 - $57.46 $1.26K - $1.9K
6.53K $334K
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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