Valued Wealth Advisors
Latest statistics and disclosures from Valued Wealth Advisors's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002007175
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Portfolio Holdings for Valued Wealth Advisors
Valued Wealth Advisors holds 604 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Valued Wealth Advisors has 604 total positions. Only the first 250 positions are shown.
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| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 19.4 | $27M | 748k | 36.54 |
|
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 12.9 | $18M | 603k | 30.22 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 12.5 | $18M | 189k | 93.71 |
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| Dimensional Etf Trust Short Duration F (DFSD) | 10.9 | $15M | 327k | 47.04 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 6.6 | $9.3M | 141k | 65.86 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 6.2 | $8.8M | 137k | 64.26 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 5.7 | $8.1M | 140k | 57.96 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 3.8 | $5.3M | 166k | 31.95 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 2.9 | $4.1M | 75k | 54.43 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 2.0 | $2.8M | 44k | 63.74 |
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| American Centy Etf Tr Real Estate Etf (AVRE) | 1.9 | $2.7M | 64k | 42.28 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 1.3 | $1.8M | 43k | 40.90 |
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| Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) | 1.1 | $1.5M | 43k | 35.47 |
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| American Centy Etf Tr Avantis Shfxdinc (AVSF) | 0.9 | $1.3M | 29k | 46.28 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.9 | $1.3M | 52k | 24.72 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.9 | $1.3M | 14k | 89.50 |
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| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 0.8 | $1.2M | 20k | 56.94 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.6 | $815k | 29k | 28.23 |
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| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.5 | $715k | 13k | 56.98 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.5 | $641k | 17k | 36.75 |
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| Microsoft Corporation (MSFT) | 0.4 | $624k | 1.5k | 420.62 |
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| Apple (AAPL) | 0.4 | $623k | 3.6k | 171.49 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.4 | $597k | 17k | 36.19 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.3 | $364k | 18k | 20.30 |
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| Ishares Tr Intl Dev Sml Cp (ISVL) | 0.2 | $328k | 9.3k | 35.46 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $289k | 11k | 25.25 |
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| Amazon (AMZN) | 0.2 | $288k | 1.6k | 180.38 |
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| Meta Platforms Cl A (META) | 0.2 | $271k | 559.00 | 485.58 |
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| Prologis (PLD) | 0.2 | $261k | 2.0k | 130.22 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $218k | 1.9k | 116.24 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $214k | 407.00 | 525.32 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $207k | 1.9k | 110.52 |
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| NVIDIA Corporation (NVDA) | 0.1 | $173k | 191.00 | 903.72 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $157k | 1.8k | 86.50 |
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| Home Depot (HD) | 0.1 | $155k | 403.00 | 384.01 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $153k | 763.00 | 200.22 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $127k | 839.00 | 150.93 |
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| Costco Wholesale Corporation (COST) | 0.1 | $122k | 166.00 | 734.36 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $115k | 753.00 | 152.26 |
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| Boston Scientific Corporation (BSX) | 0.1 | $105k | 1.5k | 68.49 |
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| Broadcom (AVGO) | 0.1 | $97k | 73.00 | 1325.41 |
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| Johnson & Johnson (JNJ) | 0.1 | $93k | 590.00 | 158.16 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $88k | 1.4k | 62.34 |
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| UnitedHealth (UNH) | 0.1 | $86k | 174.00 | 494.54 |
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| Eli Lilly & Co. (LLY) | 0.1 | $82k | 105.00 | 777.96 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $81k | 1.0k | 80.63 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $79k | 455.00 | 174.20 |
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| At&t (T) | 0.1 | $78k | 4.4k | 17.60 |
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| Automatic Data Processing (ADP) | 0.1 | $77k | 308.00 | 251.41 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $75k | 1.7k | 43.34 |
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| Waste Management (WM) | 0.1 | $73k | 342.00 | 212.88 |
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| Intercontinental Exchange (ICE) | 0.0 | $70k | 511.00 | 137.43 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $69k | 165.00 | 420.52 |
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| Applied Materials (AMAT) | 0.0 | $69k | 336.00 | 206.34 |
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| Travelers Companies (TRV) | 0.0 | $69k | 301.00 | 230.22 |
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| Chevron Corporation (CVX) | 0.0 | $68k | 434.00 | 157.57 |
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| Lam Research Corporation (LRCX) | 0.0 | $66k | 68.00 | 972.90 |
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| Jackson Financial Com Cl A (JXN) | 0.0 | $66k | 1.0k | 66.14 |
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| Visa Com Cl A (V) | 0.0 | $65k | 234.00 | 279.31 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $62k | 179.00 | 346.61 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $61k | 235.00 | 260.68 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $61k | 1.0k | 61.05 |
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| United Parcel Service CL B (UPS) | 0.0 | $60k | 401.00 | 148.57 |
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| Procter & Gamble Company (PG) | 0.0 | $58k | 359.00 | 162.35 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $57k | 228.00 | 248.79 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $56k | 576.00 | 97.58 |
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| Eaton Corp SHS (ETN) | 0.0 | $51k | 163.00 | 312.68 |
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| Caterpillar (CAT) | 0.0 | $51k | 139.00 | 366.60 |
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| Emerson Electric (EMR) | 0.0 | $50k | 441.00 | 113.42 |
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| Wal-Mart Stores (WMT) | 0.0 | $49k | 811.00 | 60.32 |
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| Tesla Motors (TSLA) | 0.0 | $46k | 263.00 | 175.79 |
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| Union Pacific Corporation (UNP) | 0.0 | $46k | 187.00 | 246.33 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $45k | 94.00 | 482.02 |
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| Verizon Communications (VZ) | 0.0 | $45k | 1.1k | 41.96 |
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| Intel Corporation (INTC) | 0.0 | $45k | 1.0k | 44.17 |
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| Qualcomm (QCOM) | 0.0 | $44k | 260.00 | 169.32 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $42k | 531.00 | 79.86 |
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| Abbvie (ABBV) | 0.0 | $42k | 228.00 | 182.30 |
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| American Tower Reit (AMT) | 0.0 | $40k | 202.00 | 197.48 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $39k | 301.00 | 129.33 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $39k | 424.00 | 90.91 |
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| 3M Company (MMM) | 0.0 | $37k | 351.00 | 106.07 |
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| American Centy Etf Tr Avantis All Eqt (AVGE) | 0.0 | $37k | 532.00 | 69.82 |
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| Cisco Systems (CSCO) | 0.0 | $37k | 740.00 | 49.93 |
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| Nextera Energy (NEE) | 0.0 | $36k | 558.00 | 63.91 |
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| CSX Corporation (CSX) | 0.0 | $35k | 938.00 | 37.07 |
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| Linde SHS (LIN) | 0.0 | $34k | 73.00 | 464.33 |
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| ConocoPhillips (COP) | 0.0 | $33k | 261.00 | 127.44 |
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| Booking Holdings (BKNG) | 0.0 | $33k | 9.00 | 3627.89 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $33k | 400.00 | 81.43 |
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| NVR (NVR) | 0.0 | $32k | 4.00 | 8100.00 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $32k | 314.00 | 101.38 |
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| Advanced Micro Devices (AMD) | 0.0 | $31k | 169.00 | 180.49 |
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| Merck & Co (MRK) | 0.0 | $30k | 226.00 | 132.76 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $29k | 215.00 | 136.60 |
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| Micron Technology (MU) | 0.0 | $29k | 248.00 | 117.98 |
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| Merit Medical Systems (MMSI) | 0.0 | $29k | 386.00 | 75.75 |
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| S&p Global (SPGI) | 0.0 | $29k | 68.00 | 427.94 |
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| American Intl Group Com New (AIG) | 0.0 | $29k | 367.00 | 78.18 |
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| Wec Energy Group (WEC) | 0.0 | $28k | 343.00 | 82.12 |
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| Pepsi (PEP) | 0.0 | $28k | 158.00 | 175.77 |
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| W.W. Grainger (GWW) | 0.0 | $28k | 27.00 | 1017.33 |
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| Netflix (NFLX) | 0.0 | $27k | 45.00 | 607.33 |
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| Fastenal Company (FAST) | 0.0 | $27k | 344.00 | 77.15 |
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| Manulife Finl Corp (MFC) | 0.0 | $26k | 1.0k | 24.99 |
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| Analog Devices (ADI) | 0.0 | $26k | 130.00 | 198.35 |
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| Kroger (KR) | 0.0 | $26k | 448.00 | 57.13 |
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| PPG Industries (PPG) | 0.0 | $25k | 174.00 | 144.90 |
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| TJX Companies (TJX) | 0.0 | $25k | 245.00 | 101.47 |
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| Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.0 | $25k | 795.00 | 31.10 |
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| Broadridge Financial Solutions (BR) | 0.0 | $24k | 118.00 | 206.08 |
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| Wells Fargo & Company (WFC) | 0.0 | $24k | 410.00 | 58.02 |
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| Paccar (PCAR) | 0.0 | $22k | 181.00 | 123.89 |
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| Bank of America Corporation (BAC) | 0.0 | $22k | 590.00 | 37.92 |
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| Nike CL B (NKE) | 0.0 | $22k | 237.00 | 94.38 |
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| salesforce (CRM) | 0.0 | $22k | 74.00 | 301.61 |
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| Target Corporation (TGT) | 0.0 | $22k | 126.00 | 176.65 |
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| McKesson Corporation (MCK) | 0.0 | $22k | 41.00 | 540.32 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $21k | 507.00 | 42.01 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $21k | 42.00 | 504.62 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $21k | 105.00 | 201.59 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $21k | 115.00 | 183.38 |
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| Ameriprise Financial (AMP) | 0.0 | $21k | 47.00 | 438.45 |
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| Steel Dynamics (STLD) | 0.0 | $21k | 138.00 | 148.56 |
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| BlackRock (BLK) | 0.0 | $20k | 24.00 | 846.21 |
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| Metropcs Communications (TMUS) | 0.0 | $20k | 123.00 | 163.23 |
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| Walt Disney Company (DIS) | 0.0 | $20k | 162.00 | 122.60 |
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| Oracle Corporation (ORCL) | 0.0 | $20k | 158.00 | 125.56 |
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| Deere & Company (DE) | 0.0 | $19k | 46.00 | 413.61 |
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| Hartford Financial Services (HIG) | 0.0 | $19k | 182.00 | 103.35 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $19k | 259.00 | 72.31 |
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| Anthem (ELV) | 0.0 | $19k | 36.00 | 519.61 |
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| Intuit (INTU) | 0.0 | $18k | 27.00 | 650.00 |
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| Servicenow (NOW) | 0.0 | $18k | 23.00 | 762.43 |
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| Chubb (CB) | 0.0 | $17k | 66.00 | 260.67 |
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| D.R. Horton (DHI) | 0.0 | $17k | 103.00 | 164.55 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $17k | 165.00 | 102.28 |
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| Abbott Laboratories (ABT) | 0.0 | $17k | 148.00 | 113.66 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $17k | 40.00 | 418.02 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $17k | 127.00 | 131.32 |
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| Goldman Sachs (GS) | 0.0 | $16k | 39.00 | 421.10 |
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| General Motors Company (GM) | 0.0 | $16k | 362.00 | 45.36 |
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| Nucor Corporation (NUE) | 0.0 | $16k | 82.00 | 198.59 |
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| Discover Financial Services (DFS) | 0.0 | $16k | 118.00 | 131.34 |
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| Pulte (PHM) | 0.0 | $16k | 128.00 | 120.77 |
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| Citigroup Com New (C) | 0.0 | $15k | 243.00 | 63.28 |
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| Phillips 66 (PSX) | 0.0 | $15k | 93.00 | 163.34 |
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| Coca-Cola Company (KO) | 0.0 | $15k | 246.00 | 61.50 |
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| Amgen (AMGN) | 0.0 | $15k | 51.00 | 285.02 |
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| Ford Motor Company (F) | 0.0 | $15k | 1.1k | 13.28 |
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| Norfolk Southern (NSC) | 0.0 | $14k | 56.00 | 254.50 |
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| Posco Holdings Sponsored Adr (PKX) | 0.0 | $14k | 178.00 | 78.89 |
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| Icici Bank Adr (IBN) | 0.0 | $14k | 528.00 | 26.41 |
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| AFLAC Incorporated (AFL) | 0.0 | $14k | 159.00 | 85.84 |
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| IDEXX Laboratories (IDXX) | 0.0 | $14k | 25.00 | 539.96 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $14k | 14.00 | 962.50 |
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| Autodesk (ADSK) | 0.0 | $13k | 51.00 | 260.43 |
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| Progressive Corporation (PGR) | 0.0 | $13k | 63.00 | 206.83 |
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| CVS Caremark Corporation (CVS) | 0.0 | $13k | 162.00 | 79.77 |
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| McDonald's Corporation (MCD) | 0.0 | $13k | 45.00 | 281.96 |
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| Lowe's Companies (LOW) | 0.0 | $13k | 50.00 | 252.92 |
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| General Electric Com New (GE) | 0.0 | $13k | 72.00 | 175.54 |
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| Capital One Financial (COF) | 0.0 | $13k | 84.00 | 148.94 |
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| Phillips Edison & Co Common Stock (PECO) | 0.0 | $13k | 344.00 | 36.22 |
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| MercadoLibre (MELI) | 0.0 | $12k | 8.00 | 1512.00 |
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| ON Semiconductor (ON) | 0.0 | $12k | 164.00 | 73.55 |
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| Gilead Sciences (GILD) | 0.0 | $12k | 164.00 | 73.30 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $12k | 254.00 | 47.04 |
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| West Pharmaceutical Services (WST) | 0.0 | $12k | 30.00 | 397.03 |
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| Valero Energy Corporation (VLO) | 0.0 | $12k | 69.00 | 170.70 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $12k | 4.00 | 2907.00 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $12k | 22.00 | 524.68 |
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| Diamondback Energy (FANG) | 0.0 | $11k | 57.00 | 198.18 |
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| Fortive (FTV) | 0.0 | $11k | 130.00 | 86.20 |
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| Darden Restaurants (DRI) | 0.0 | $11k | 65.00 | 167.15 |
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| FedEx Corporation (FDX) | 0.0 | $11k | 37.00 | 290.65 |
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| Bwx Technologies (BWXT) | 0.0 | $11k | 102.00 | 102.97 |
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| Kla Corp Com New (KLAC) | 0.0 | $11k | 15.00 | 698.60 |
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| Sun Communities (SUI) | 0.0 | $10k | 78.00 | 128.77 |
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| Builders FirstSource (BLDR) | 0.0 | $10k | 48.00 | 208.56 |
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| BP Sponsored Adr (BP) | 0.0 | $10k | 265.00 | 37.62 |
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| First American Financial (FAF) | 0.0 | $10k | 163.00 | 61.06 |
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| HEICO Corporation (HEI) | 0.0 | $10k | 52.00 | 191.35 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $9.9k | 115.00 | 85.75 |
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| Prudential Financial (PRU) | 0.0 | $9.7k | 83.00 | 117.41 |
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| Expeditors International of Washington (EXPD) | 0.0 | $9.6k | 79.00 | 121.58 |
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| Oneok (OKE) | 0.0 | $9.5k | 119.00 | 80.25 |
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| Williams Companies (WMB) | 0.0 | $9.5k | 244.00 | 38.99 |
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| Verisk Analytics (VRSK) | 0.0 | $9.5k | 40.00 | 237.57 |
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| American Express Company (AXP) | 0.0 | $9.4k | 41.00 | 228.22 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $9.1k | 20.00 | 454.90 |
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| Dow (DOW) | 0.0 | $9.0k | 156.00 | 57.97 |
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| Sherwin-Williams Company (SHW) | 0.0 | $9.0k | 26.00 | 347.35 |
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| Truist Financial Corp equities (TFC) | 0.0 | $8.9k | 228.00 | 39.03 |
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| Pfizer (PFE) | 0.0 | $8.7k | 315.00 | 27.77 |
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| Diageo Spon Adr New (DEO) | 0.0 | $8.7k | 58.00 | 150.53 |
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| Amphenol Corp Cl A (APH) | 0.0 | $8.6k | 74.00 | 115.58 |
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| Ishares Bitcoin Tr SHS | 0.0 | $8.5k | 211.00 | 40.47 |
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| Avery Dennison Corporation (AVY) | 0.0 | $8.5k | 38.00 | 224.16 |
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| Tyler Technologies (TYL) | 0.0 | $8.5k | 20.00 | 425.05 |
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| Starbucks Corporation (SBUX) | 0.0 | $8.5k | 93.00 | 91.39 |
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| EOG Resources (EOG) | 0.0 | $8.4k | 66.00 | 127.20 |
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| Old Dominion Freight Line (ODFL) | 0.0 | $8.3k | 38.00 | 219.32 |
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| Rb Global (RBA) | 0.0 | $8.2k | 108.00 | 76.18 |
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| Entegris (ENTG) | 0.0 | $8.2k | 58.00 | 140.55 |
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| Jabil Circuit (JBL) | 0.0 | $8.1k | 60.00 | 134.32 |
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| Danaher Corporation (DHR) | 0.0 | $8.0k | 32.00 | 251.53 |
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| Rollins (ROL) | 0.0 | $8.0k | 173.00 | 46.40 |
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| Synopsys (SNPS) | 0.0 | $8.0k | 14.00 | 571.50 |
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| Astrazeneca Sponsored Adr (AZN) | 0.0 | $7.9k | 117.00 | 67.75 |
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| Boeing Company (BA) | 0.0 | $7.9k | 41.00 | 193.00 |
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| International Business Machines (IBM) | 0.0 | $7.8k | 41.00 | 190.98 |
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| Ross Stores (ROST) | 0.0 | $7.8k | 53.00 | 146.81 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $7.7k | 189.00 | 40.91 |
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| Paychex (PAYX) | 0.0 | $7.7k | 63.00 | 122.62 |
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| Targa Res Corp (TRGP) | 0.0 | $7.5k | 67.00 | 112.00 |
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| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $7.4k | 676.00 | 10.99 |
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| Aon Shs Cl A (AON) | 0.0 | $7.3k | 22.00 | 333.73 |
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| Pioneer Natural Resources (PXD) | 0.0 | $7.2k | 28.00 | 258.32 |
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| Copart (CPRT) | 0.0 | $7.2k | 124.00 | 57.93 |
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| Cadence Design Systems (CDNS) | 0.0 | $7.2k | 23.00 | 311.30 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $7.1k | 54.00 | 130.57 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $7.0k | 100.00 | 70.43 |
|
|
| Reliance Steel & Aluminum (RS) | 0.0 | $7.0k | 21.00 | 334.19 |
|
|
| Monster Beverage Corp (MNST) | 0.0 | $7.0k | 118.00 | 59.29 |
|
|
| Telefonica S A Sponsored Adr (TEF) | 0.0 | $6.9k | 1.6k | 4.41 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $6.8k | 17.00 | 399.12 |
|
|
| Arch Cap Group Ord (ACGL) | 0.0 | $6.7k | 73.00 | 92.45 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $6.7k | 39.00 | 172.00 |
|
|
| Lululemon Athletica (LULU) | 0.0 | $6.6k | 17.00 | 390.71 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $6.4k | 39.00 | 164.36 |
|
|
| PNC Financial Services (PNC) | 0.0 | $6.1k | 38.00 | 161.61 |
|
|
| Owens Corning (OC) | 0.0 | $6.0k | 36.00 | 167.75 |
|
|
| Williams-Sonoma (WSM) | 0.0 | $6.0k | 19.00 | 317.58 |
|
|
| J.B. Hunt Transport Services (JBHT) | 0.0 | $6.0k | 30.00 | 199.27 |
|
|
| Honeywell International (HON) | 0.0 | $6.0k | 29.00 | 205.28 |
|
|
| Ea Series Trust Ea Bridgeway Omn (BSVO) | 0.0 | $5.9k | 276.00 | 21.27 |
|
|
| Simplify Exchange Traded Fun Hedged Equity (HEQT) | 0.0 | $5.8k | 220.00 | 26.49 |
|
|
| Equinix (EQIX) | 0.0 | $5.8k | 7.00 | 825.43 |
|
|
| Packaging Corporation of America (PKG) | 0.0 | $5.7k | 30.00 | 190.53 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $5.6k | 27.00 | 206.00 |
|
|
| Ansys (ANSS) | 0.0 | $5.6k | 16.00 | 347.19 |
|
|
| Cigna Corp (CI) | 0.0 | $5.5k | 15.00 | 364.47 |
|
|
| Fiserv (FI) | 0.0 | $5.4k | 34.00 | 159.82 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $5.3k | 21.00 | 250.05 |
|
|
| Corning Incorporated (GLW) | 0.0 | $5.1k | 155.00 | 32.99 |
|
|
| Roper Industries (ROP) | 0.0 | $5.0k | 9.00 | 560.89 |
|
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $4.9k | 297.00 | 16.49 |
|
|
| Centene Corporation (CNC) | 0.0 | $4.9k | 62.00 | 78.48 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $4.9k | 5.00 | 970.60 |
|
Past Filings by Valued Wealth Advisors
SEC 13F filings are viewable for Valued Wealth Advisors going back to 2024
- Valued Wealth Advisors 2024 Q1 filed April 30, 2024