Values First Advisors, Inc. Reduced Holdings in Q1 2025

Values First Advisors, Inc.

  • $166 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EBS
Emergent Bio Solutions Inc.

Healthcare
-1.45K
- 0.38%
$4.66 - $11.66 $6.73K - $16.8K
375K $1.82M
TTD
Trade Desk, Inc.

Technology
-5.17K
- 43.48%
$53.59 - $126.58 $277K - $655K
6.72K $367K
XMTR
Xometry, Inc.

Industrials
-1.3K
- 3.32%
$23.04 - $43.2 $29.9K - $56K
37.7K $939K
WDAY
Workday, Inc.

Technology
-1.45K
- 38.82%
$233.53 - $277.82 $339K - $403K
2.29K $534K
CDNS
Cadence Design Systems Inc

Technology
-855
- 29.71%
$233.96 - $324.52 $200K - $277K
2.02K $514K
DDOG
Datadog, Inc.

Technology
-268
- 4.43%
$98.68 - $151.89 $26.4K - $40.7K
5.78K $573K
NOW
Service Now, Inc.

Technology
-103
- 14.53%
$783.83 - $1170.39 $80.7K - $121K
606 $482K
FAST
Fastenal CO

Industrials
-3.38K
- 50.46%
$71.11 - $79.98 $240K - $270K
3.31K $257K
HWKN
Hawkins Inc

Basic Materials
-62
- 0.51%
$101.28 - $122.97 $6.28K - $7.62K
12K $1.27M
NVDA
Nvidia Corp

Technology
-84
- 1.11%
$106.98 - $149.43 $8.99K - $12.6K
7.5K $812K
MTD
Mettler Toledo International Inc

Healthcare
-126
- 16.09%
$1177.09 - $1390.0 $148K - $175K
657 $775K
TT
Trane Technologies PLC

Industrials
-120
- 2.83%
$332.0 - $400.86 $39.8K - $48.1K
4.12K $1.39M
VST
Vistra Corp.

Utilities
-437
- 9.1%
$108.49 - $191.89 $47.4K - $83.9K
4.37K $512K
UA
Under Armour Inc Cl C

Consumer Cyclical
-664
- 0.72%
$5.95 - $7.79 $3.95K - $5.17K
91.6K $545K
HUBS
Hubspot Inc

Technology
-11
- 1.05%
$571.29 - $819.71 $6.28K - $9.02K
1.04K $593K
LAD
Lithia Motors Inc

Consumer Cyclical
-10
- 0.48%
$285.59 - $385.71 $2.86K - $3.86K
2.08K $611K
DHI
Horton D R Inc

Consumer Cyclical
-221
- 3.7%
$125.29 - $147.65 $27.7K - $32.6K
5.75K $731K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-962
- 5.36%
$91.45 - $91.75 $88K - $88.3K
17K $1.56M
UNP
Union Pacific Corp

Industrials
-374
- 27.89%
$225.21 - $254.42 $84.2K - $95.2K
967 $228K
SHV
Ishares Tr

ETFs
-688
- 46.17%
$110.11 - $110.51 $75.8K - $76K
802 $88K
SPGI
S&P Global Inc.

Financial Services
-178
- 8.39%
$478.26 - $543.77 $85.1K - $96.8K
1.94K $987K
HD
Home Depot, Inc.

Consumer Cyclical
-114
- 9.41%
$347.25 - $424.87 $39.6K - $48.4K
1.1K $402K
SHW
Sherwin Williams CO

Basic Materials
-238
- 13.06%
$330.16 - $365.55 $78.6K - $87K
1.59K $553K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.46K
- 1.81%
$81.83 - $82.73 $120K - $121K
79.3K $6.56M
LQDT
Liquidity Services Inc

Consumer Cyclical
-248
- 0.66%
$29.26 - $37.61 $7.26K - $9.33K
37.1K $1.15M
PWR
Quanta Services, Inc.

Industrials
-6
- 0.72%
$236.71 - $358.03 $1.42K - $2.15K
830 $210K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
-1.2K
- 29.06%
$36.14 - $40.81 $43.4K - $49K
2.93K $108K
ELAN
Elanco Animal Health Inc

Healthcare
-85
- 0.3%
$10.04 - $12.47 $853 - $1.06K
28.4K $298K
PANW
Palo Alto Networks Inc

Technology
-170
- 10.38%
$167.82 - $208.28 $28.5K - $35.4K
1.47K $250K
MPWR
Monolithic Power Systems Inc

Technology
-13
- 0.43%
$565.7 - $720.25 $7.35K - $9.36K
3.03K $1.75M
GBX
Greenbrier Companies Inc

Industrials
-7
- 0.17%
$51.22 - $70.7 $359 - $495
4.13K $211K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
-656
- 7.86%
$41.17 - $45.22 $27K - $29.7K
7.69K $326K
ARGX
Argenx Se

Healthcare
-10
- 0.95%
$571.0 - $671.75 $5.71K - $6.72K
1.04K $614K
ISRG
Intuitive Surgical Inc

Healthcare
-4
- 0.48%
$476.63 - $610.45 $1.91K - $2.44K
830 $411K
CENT
Central Garden & Pet CO

Consumer Defensive
-63
- 0.62%
$33.67 - $40.16 $2.12K - $2.53K
10.1K $371K
CSV
Carriage Services Inc

Consumer Cyclical
-73
- 0.42%
$37.15 - $42.2 $2.71K - $3.08K
17.4K $675K
BIBL
Northern Lts Fd Tr Iv

ETFs
-270
- 2.04%
$37.55 - $41.94 $10.1K - $11.3K
13K $499K
ARDX
Ardelyx, Inc.

Healthcare
-628
- 2.04%
$4.91 - $6.36 $3.08K - $3.99K
30.1K $147K
CRWD
Crowd Strike Holdings, Inc.

Technology
-40
- 5.98%
$308.86 - $455.36 $12.4K - $18.2K
629 $221K
GIFI
Gulf Island Fabrication Inc

Industrials
-83
- 0.46%
$6.11 - $7.23 $507 - $600
18.1K $117K
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
-1.72K
- 8.68%
$41.32 - $53.16 $71.2K - $91.5K
18.1K $816K
CENTA
Central Garden & Pet Company C

Consumer Defensive
-15
- 0.59%
$29.86 - $34.19 $448 - $513
2.53K $82K
Linde PLC
-209
- 9.18%
N/A
2.07K $0
Lam Research Corp
-302
- 3.55%
N/A
8.2K $0
GBIL
Goldman Sachs Access Treasury

ETFs
-3
- 0.1%
$99.85 - $100.19 $300 - $301
3K $300K
Strategy Shs
-2.36K
- 30.04%
N/A
5.5K $0
Ferguson Enterprises Inc
-470
- 24.16%
N/A
1.48K $0
Rb Global Inc
-49
- 0.76%
N/A
6.41K $0
WMB
Williams Companies, Inc.

Energy
-1.05K
- 8.36%
$54.02 - $61.09 $56.5K - $63.9K
11.5K $685K
Activity Summary
Buys All Purchases 107 New Holdings 14 Increased Positions 93 Sells All Sells 68 Reductions 67 Sold out 1 Options Calls 0 Puts 0
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