Valued Wealth Advisors
Latest statistics and disclosures from Valued Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAU, DFAI, AVUV, DFSD, AVDV, and represent 61.44% of Valued Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVDE, DFSD, DFAC, DFAS, DFAT, FNDC, AVGO, IVV, SPEM, AAPL.
- Started 49 new stock positions in CE, PLTR, SYK, MSTR, BUFR, HLT, Te Connectivity, FSLR, CLX, JCI.
- Reduced shares in these 10 stocks: DFAU, DFAI, AVEM, AVDV, AVUV, AVLV, XSVM, BSX, CVX, ICE.
- Sold out of its positions in BSVO, ABG, TEAM, BL, DFEM, DFIS, DISV, EW, FMC, FNF. HSY, HGV, LW, EL, LSXMK, New York Community Ban, POOL, SMCI, ULTA, WBD, WRK, RNR, TEL.
- Valued Wealth Advisors was a net seller of stock by $-149k.
- Valued Wealth Advisors has $154M in assets under management (AUM), dropping by 5.90%.
- Central Index Key (CIK): 0002007175
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Portfolio Holdings for Valued Wealth Advisors
Valued Wealth Advisors holds 640 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Valued Wealth Advisors has 640 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Valued Wealth Advisors Sept. 30, 2024 positions
- Download the Valued Wealth Advisors September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 19.1 | $29M | -3% | 741k | 39.69 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 12.6 | $20M | -2% | 614k | 31.78 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 12.2 | $19M | 196k | 95.95 |
|
|
| Dimensional Etf Trust Short Duration F (DFSD) | 11.1 | $17M | +2% | 359k | 47.74 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 6.4 | $9.9M | -3% | 140k | 70.67 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 5.9 | $9.1M | -4% | 141k | 64.60 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 5.8 | $9.0M | 137k | 65.83 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 3.9 | $6.0M | +4% | 176k | 34.29 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 2.7 | $4.1M | +4% | 74k | 55.63 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 2.3 | $3.5M | +19% | 52k | 67.03 |
|
| American Centy Etf Tr Real Estate Etf (AVRE) | 2.1 | $3.2M | +2% | 68k | 47.14 |
|
| Schwab Strategic Tr Fundamental Intl (FNDC) | 1.3 | $2.0M | +7% | 51k | 38.15 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 1.3 | $1.9M | 47k | 41.69 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.0 | $1.5M | +2% | 56k | 27.41 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.9 | $1.4M | 14k | 95.15 |
|
|
| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 0.6 | $982k | -12% | 18k | 54.99 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.6 | $982k | +4% | 33k | 29.53 |
|
| Apple (AAPL) | 0.6 | $916k | +12% | 3.9k | 233.01 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.5 | $789k | +14% | 19k | 41.28 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.5 | $753k | -3% | 12k | 62.20 |
|
| Microsoft Corporation (MSFT) | 0.5 | $698k | -3% | 1.6k | 430.42 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.4 | $672k | 18k | 38.08 |
|
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.3 | $449k | -3% | 19k | 23.17 |
|
| Ishares Tr Intl Dev Sml Cp (ISVL) | 0.3 | $386k | +8% | 10k | 37.91 |
|
| Meta Platforms Cl A (META) | 0.2 | $361k | 631.00 | 572.45 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $345k | +46% | 598.00 | 577.08 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $336k | +9% | 2.8k | 121.46 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $333k | 11k | 29.18 |
|
|
| American Centy Etf Tr Avantis Shfxdinc (AVSF) | 0.2 | $323k | +5% | 6.9k | 47.13 |
|
| Amazon (AMZN) | 0.2 | $309k | -7% | 1.7k | 186.33 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $300k | +228% | 4.6k | 64.86 |
|
| Prologis (PLD) | 0.2 | $260k | 2.1k | 126.28 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $241k | -5% | 2.1k | 117.24 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $219k | 1.9k | 116.96 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $184k | 873.00 | 210.87 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $181k | 1.9k | 97.88 |
|
|
| Abbvie (ABBV) | 0.1 | $177k | +97% | 894.00 | 197.44 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $176k | 199.00 | 884.40 |
|
|
| Home Depot (HD) | 0.1 | $174k | 429.00 | 405.48 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $160k | -12% | 964.00 | 165.85 |
|
| Johnson & Johnson (JNJ) | 0.1 | $136k | +46% | 839.00 | 161.98 |
|
| Broadcom (AVGO) | 0.1 | $133k | +804% | 769.00 | 172.50 |
|
| Caterpillar (CAT) | 0.1 | $122k | -13% | 312.00 | 391.24 |
|
| UnitedHealth (UNH) | 0.1 | $121k | +16% | 206.00 | 585.82 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $116k | -32% | 694.00 | 167.19 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $112k | +26% | 243.00 | 460.26 |
|
| Automatic Data Processing (ADP) | 0.1 | $112k | +21% | 401.00 | 278.04 |
|
| Tesla Motors (TSLA) | 0.1 | $107k | +14% | 408.00 | 261.63 |
|
| Procter & Gamble Company (PG) | 0.1 | $105k | +11% | 605.00 | 173.27 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $104k | -4% | 117.00 | 885.99 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $99k | 477.00 | 206.58 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $91k | +23% | 1.1k | 80.75 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $80k | +9% | 663.00 | 121.24 |
|
| Visa Com Cl A (V) | 0.1 | $80k | +7% | 289.00 | 275.13 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $78k | +74% | 928.00 | 83.63 |
|
| Travelers Companies (TRV) | 0.1 | $78k | +6% | 331.00 | 234.20 |
|
| Waste Management (WM) | 0.0 | $75k | 360.00 | 207.60 |
|
|
| Netflix (NFLX) | 0.0 | $70k | +44% | 98.00 | 709.28 |
|
| Verizon Communications (VZ) | 0.0 | $66k | +18% | 1.5k | 44.92 |
|
| Applied Materials (AMAT) | 0.0 | $65k | -23% | 319.00 | 202.19 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $64k | +3% | 1.5k | 41.76 |
|
| Honeywell International (HON) | 0.0 | $63k | +2% | 306.00 | 206.72 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $63k | 236.00 | 266.92 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $62k | -3% | 175.00 | 353.48 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.0 | $59k | NEW | 1.2k | 47.12 |
|
| Ge Aerospace Com New (GE) | 0.0 | $58k | +9% | 308.00 | 188.85 |
|
| Air Products & Chemicals (APD) | 0.0 | $58k | +6% | 194.00 | 297.81 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $58k | +160% | 601.00 | 95.75 |
|
| Eaton Corp SHS (ETN) | 0.0 | $56k | 169.00 | 331.44 |
|
|
| American Centy Etf Tr Avantis All Eqt (AVGE) | 0.0 | $56k | +20% | 755.00 | 73.90 |
|
| Lam Research Corporation (LRCX) | 0.0 | $56k | -22% | 68.00 | 817.59 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $55k | 228.00 | 241.03 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $54k | -10% | 109.00 | 493.96 |
|
| AFLAC Incorporated (AFL) | 0.0 | $54k | +116% | 479.00 | 111.79 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $53k | +133% | 268.00 | 199.26 |
|
| At&t (T) | 0.0 | $52k | +42% | 2.4k | 22.00 |
|
| Nextera Energy (NEE) | 0.0 | $50k | +5% | 590.00 | 84.53 |
|
| Emerson Electric (EMR) | 0.0 | $49k | 449.00 | 109.37 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $49k | 184.00 | 263.55 |
|
|
| 3M Company (MMM) | 0.0 | $48k | 351.00 | 136.71 |
|
|
| Qualcomm (QCOM) | 0.0 | $48k | -5% | 281.00 | 170.12 |
|
| American Tower Reit (AMT) | 0.0 | $47k | +2% | 204.00 | 232.56 |
|
| Merck & Co (MRK) | 0.0 | $47k | -5% | 411.00 | 114.28 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $47k | 497.00 | 93.85 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $46k | -11% | 339.00 | 136.32 |
|
| Cisco Systems (CSCO) | 0.0 | $42k | 792.00 | 53.23 |
|
|
| Pepsi (PEP) | 0.0 | $41k | +30% | 238.00 | 170.35 |
|
| TJX Companies (TJX) | 0.0 | $40k | +51% | 339.00 | 117.58 |
|
| NVR (NVR) | 0.0 | $39k | 4.00 | 9812.00 |
|
|
| Linde SHS (LIN) | 0.0 | $38k | +3% | 80.00 | 476.86 |
|
| Merit Medical Systems (MMSI) | 0.0 | $38k | 386.00 | 98.83 |
|
|
| Booking Holdings (BKNG) | 0.0 | $38k | 9.00 | 4212.22 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $38k | 215.00 | 174.30 |
|
|
| W.W. Grainger (GWW) | 0.0 | $37k | +24% | 36.00 | 1038.83 |
|
| Oracle Corporation (ORCL) | 0.0 | $37k | +13% | 217.00 | 170.36 |
|
| Chevron Corporation (CVX) | 0.0 | $36k | -70% | 245.00 | 147.50 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $36k | 301.00 | 119.07 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $35k | -15% | 143.00 | 247.01 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $35k | NEW | 179.00 | 197.17 |
|
| Wec Energy Group (WEC) | 0.0 | $33k | 343.00 | 96.18 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $33k | +78% | 289.00 | 114.02 |
|
| Analog Devices (ADI) | 0.0 | $33k | -6% | 141.00 | 230.47 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $33k | -3% | 304.00 | 106.76 |
|
| Metropcs Communications (TMUS) | 0.0 | $32k | +12% | 157.00 | 206.38 |
|
| Bank of America Corporation (BAC) | 0.0 | $32k | -31% | 810.00 | 39.69 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $32k | +891% | 337.00 | 95.36 |
|
| Hartford Financial Services (HIG) | 0.0 | $31k | +28% | 265.00 | 117.89 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $31k | +1168% | 596.00 | 51.74 |
|
| Manulife Finl Corp (MFC) | 0.0 | $31k | 1.0k | 29.55 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $31k | 186.00 | 164.08 |
|
|
| Chubb (CB) | 0.0 | $30k | +33% | 104.00 | 289.75 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.0 | $30k | NEW | 1.0k | 29.89 |
|
| CSX Corporation (CSX) | 0.0 | $29k | -20% | 843.00 | 34.53 |
|
| American Intl Group Com New (AIG) | 0.0 | $28k | -10% | 379.00 | 73.26 |
|
| Wells Fargo & Company (WFC) | 0.0 | $28k | -22% | 490.00 | 56.55 |
|
| Progressive Corporation (PGR) | 0.0 | $27k | +47% | 108.00 | 253.77 |
|
| Micron Technology (MU) | 0.0 | $27k | 263.00 | 103.72 |
|
|
| Servicenow (NOW) | 0.0 | $27k | +15% | 30.00 | 894.40 |
|
| Kroger (KR) | 0.0 | $27k | -8% | 467.00 | 57.31 |
|
| Gilead Sciences (GILD) | 0.0 | $27k | +101% | 319.00 | 83.84 |
|
| Fastenal Company (FAST) | 0.0 | $27k | 373.00 | 71.44 |
|
|
| Coca-Cola Company (KO) | 0.0 | $26k | +25% | 365.00 | 72.18 |
|
| S&p Global (SPGI) | 0.0 | $26k | -26% | 50.00 | 521.78 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $26k | +88% | 68.00 | 381.69 |
|
| Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.0 | $26k | 795.00 | 32.24 |
|
|
| salesforce (CRM) | 0.0 | $26k | +16% | 93.00 | 274.02 |
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| Goldman Sachs (GS) | 0.0 | $25k | +6% | 51.00 | 498.43 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $25k | 117.00 | 215.91 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $25k | 507.00 | 49.70 |
|
|
| BlackRock (BLK) | 0.0 | $25k | 26.00 | 962.65 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $25k | -70% | 152.00 | 161.07 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $24k | +53% | 23.00 | 1051.26 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $24k | +18% | 51.00 | 465.10 |
|
| Ameriprise Financial (AMP) | 0.0 | $23k | -7% | 49.00 | 469.82 |
|
| D.R. Horton (DHI) | 0.0 | $23k | 118.00 | 190.78 |
|
|
| Norfolk Southern (NSC) | 0.0 | $22k | +34% | 90.00 | 248.29 |
|
| Target Corporation (TGT) | 0.0 | $22k | 141.00 | 155.44 |
|
|
| Anthem (ELV) | 0.0 | $22k | +5% | 42.00 | 520.93 |
|
| Pulte (PHM) | 0.0 | $22k | +2% | 151.00 | 143.68 |
|
| Discover Financial Services (DFS) | 0.0 | $22k | 153.00 | 140.52 |
|
|
| McKesson Corporation (MCK) | 0.0 | $21k | +4% | 43.00 | 496.09 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $21k | +7% | 136.00 | 153.14 |
|
| Amgen (AMGN) | 0.0 | $21k | +16% | 64.00 | 323.97 |
|
| Paychex (PAYX) | 0.0 | $21k | +73% | 153.00 | 134.13 |
|
| Paccar (PCAR) | 0.0 | $20k | -5% | 203.00 | 98.69 |
|
| Arch Cap Group Ord (ACGL) | 0.0 | $20k | +40% | 179.00 | 111.88 |
|
| Williams Companies (WMB) | 0.0 | $20k | +22% | 438.00 | 45.69 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $20k | -84% | 238.00 | 83.80 |
|
| Intuit (INTU) | 0.0 | $20k | 32.00 | 621.00 |
|
|
| Lowe's Companies (LOW) | 0.0 | $19k | +12% | 72.00 | 269.53 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $19k | +32% | 37.00 | 517.78 |
|
| PPG Industries (PPG) | 0.0 | $19k | -16% | 144.00 | 132.47 |
|
| Citigroup Com New (C) | 0.0 | $19k | +11% | 300.00 | 62.64 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $19k | +6% | 32.00 | 580.94 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $19k | -9% | 287.00 | 64.76 |
|
| Ross Stores (ROST) | 0.0 | $18k | +34% | 121.00 | 150.57 |
|
| General Motors Company (GM) | 0.0 | $18k | -10% | 402.00 | 44.85 |
|
| Autodesk (ADSK) | 0.0 | $18k | +14% | 65.00 | 275.49 |
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| Dupont De Nemours (DD) | 0.0 | $18k | 200.00 | 89.11 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $18k | +53% | 307.00 | 57.62 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $18k | +87% | 245.00 | 71.88 |
|
| Ge Vernova (GEV) | 0.0 | $18k | +4% | 69.00 | 254.99 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $17k | -32% | 107.00 | 163.04 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $17k | -3% | 60.00 | 284.58 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $17k | 174.00 | 95.95 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $16k | 28.00 | 584.57 |
|
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| Targa Res Corp (TRGP) | 0.0 | $16k | +10% | 108.00 | 148.06 |
|
| Nike CL B (NKE) | 0.0 | $16k | -4% | 178.00 | 88.67 |
|
| Icici Bank Adr (IBN) | 0.0 | $16k | 528.00 | 29.85 |
|
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| eBay (EBAY) | 0.0 | $16k | 238.00 | 65.13 |
|
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| Oneok (OKE) | 0.0 | $15k | +4% | 167.00 | 91.27 |
|
| Danaher Corporation (DHR) | 0.0 | $15k | +35% | 54.00 | 279.30 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $15k | +28% | 105.00 | 143.28 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $15k | +30% | 350.00 | 42.79 |
|
| American Express Company (AXP) | 0.0 | $15k | +5% | 55.00 | 271.69 |
|
| ConocoPhillips (COP) | 0.0 | $15k | -45% | 141.00 | 105.48 |
|
| Capital One Financial (COF) | 0.0 | $15k | -3% | 99.00 | 149.79 |
|
| International Business Machines (IBM) | 0.0 | $15k | +24% | 67.00 | 221.13 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $15k | +20% | 30.00 | 491.30 |
|
| Kla Corp Com New (KLAC) | 0.0 | $15k | +5% | 19.00 | 774.42 |
|
| Walt Disney Company (DIS) | 0.0 | $15k | -21% | 152.00 | 96.45 |
|
| MercadoLibre (MELI) | 0.0 | $14k | 7.00 | 2052.00 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $14k | -2% | 47.00 | 304.55 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $14k | 286.00 | 49.94 |
|
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| IDEXX Laboratories (IDXX) | 0.0 | $14k | 28.00 | 505.25 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $14k | +173% | 41.00 | 341.80 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $13k | +42% | 127.00 | 103.83 |
|
| Cummins (CMI) | 0.0 | $13k | +73% | 40.00 | 323.85 |
|
| Posco Holdings Sponsored Adr (PKX) | 0.0 | $13k | 178.00 | 69.99 |
|
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| Packaging Corporation of America (PKG) | 0.0 | $12k | +12% | 55.00 | 216.24 |
|
| Builders FirstSource (BLDR) | 0.0 | $12k | +7% | 61.00 | 193.87 |
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| Tyler Technologies (TYL) | 0.0 | $12k | 20.00 | 583.75 |
|
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| Prudential Financial (PRU) | 0.0 | $12k | -11% | 96.00 | 121.21 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $12k | +19% | 177.00 | 65.30 |
|
| Steel Dynamics (STLD) | 0.0 | $12k | -39% | 91.00 | 126.52 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.0 | $11k | 297.00 | 37.76 |
|
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| Phillips 66 (PSX) | 0.0 | $11k | -30% | 85.00 | 131.52 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $11k | 115.00 | 96.57 |
|
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| Bwx Technologies (BWXT) | 0.0 | $11k | 101.00 | 109.11 |
|
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| First American Financial (FAF) | 0.0 | $11k | 163.00 | 66.01 |
|
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| Synchrony Financial (SYF) | 0.0 | $11k | +11% | 215.00 | 49.92 |
|
| Lennar Corp Cl A (LEN) | 0.0 | $11k | +7% | 57.00 | 187.53 |
|
| Diamondback Energy (FANG) | 0.0 | $11k | -11% | 61.00 | 172.51 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $11k | +63% | 59.00 | 177.69 |
|
| Sun Communities (SUI) | 0.0 | $11k | 77.00 | 136.09 |
|
|
| American Electric Power Company (AEP) | 0.0 | $11k | +5000% | 102.00 | 102.61 |
|
| Fortive (FTV) | 0.0 | $10k | 131.00 | 78.66 |
|
|
| Centene Corporation (CNC) | 0.0 | $10k | +53% | 135.00 | 75.28 |
|
| EOG Resources (EOG) | 0.0 | $9.8k | -27% | 80.00 | 122.47 |
|
| Verisk Analytics (VRSK) | 0.0 | $9.7k | +9% | 36.00 | 270.31 |
|
| Morgan Stanley Com New (MS) | 0.0 | $9.7k | +29% | 93.00 | 104.39 |
|
| Fifth Third Ban (FITB) | 0.0 | $9.7k | +39% | 224.00 | 43.17 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $9.6k | +20% | 209.00 | 46.04 |
|
| Valero Energy Corporation (VLO) | 0.0 | $9.6k | -23% | 71.00 | 135.11 |
|
| Corning Incorporated (GLW) | 0.0 | $9.6k | 212.00 | 45.22 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $9.6k | 48.00 | 199.29 |
|
|
| Ford Motor Company (F) | 0.0 | $9.4k | -21% | 889.00 | 10.56 |
|
| Starbucks Corporation (SBUX) | 0.0 | $9.4k | +12% | 96.00 | 97.49 |
|
| FedEx Corporation (FDX) | 0.0 | $9.3k | +3% | 34.00 | 274.82 |
|
| PNC Financial Services (PNC) | 0.0 | $9.2k | +4% | 50.00 | 184.96 |
|
| Expeditors International of Washington (EXPD) | 0.0 | $9.2k | -10% | 70.00 | 131.40 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $9.1k | 117.00 | 77.91 |
|
|
| Dow (DOW) | 0.0 | $9.1k | -5% | 166.00 | 54.67 |
|
| West Pharmaceutical Services (WST) | 0.0 | $9.0k | 30.00 | 301.17 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $9.0k | 17.00 | 529.35 |
|
|
| Cheniere Energy Com New (LNG) | 0.0 | $9.0k | +35% | 50.00 | 179.88 |
|
| United Rentals (URI) | 0.0 | $8.9k | +22% | 11.00 | 809.82 |
|
| Arista Networks (ANET) | 0.0 | $8.8k | +15% | 23.00 | 383.83 |
|
| Rollins (ROL) | 0.0 | $8.8k | 173.00 | 50.72 |
|
|
| Darden Restaurants (DRI) | 0.0 | $8.7k | -32% | 53.00 | 164.21 |
|
| Rb Global (RBA) | 0.0 | $8.7k | 108.00 | 80.49 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $8.7k | +100% | 14.00 | 618.79 |
|
| Kkr & Co (KKR) | 0.0 | $8.6k | +50% | 66.00 | 130.61 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $8.6k | +16% | 116.00 | 74.15 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $8.5k | 189.00 | 45.19 |
|
|
| Avery Dennison Corporation (AVY) | 0.0 | $8.4k | 38.00 | 220.76 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $8.2k | 46.00 | 178.17 |
|
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $8.2k | +37% | 106.00 | 77.20 |
|
| Synopsys (SNPS) | 0.0 | $8.1k | +14% | 16.00 | 506.44 |
|
| BP Sponsored Adr (BP) | 0.0 | $8.1k | -2% | 258.00 | 31.34 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $8.0k | +20% | 36.00 | 223.14 |
|
| Equinix (EQIX) | 0.0 | $8.0k | +28% | 9.00 | 887.67 |
|
| Fiserv (FI) | 0.0 | $7.9k | +29% | 44.00 | 179.66 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $7.9k | NEW | 192.00 | 41.06 |
|
| PG&E Corporation (PCG) | 0.0 | $7.9k | +151% | 397.00 | 19.78 |
|
| Pfizer (PFE) | 0.0 | $7.8k | -26% | 268.00 | 28.98 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $7.6k | 211.00 | 36.13 |
|
|
| Deere & Company (DE) | 0.0 | $7.6k | -71% | 18.00 | 421.44 |
|
| Telefonica S A Sponsored Adr (TEF) | 0.0 | $7.6k | 1.6k | 4.86 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $7.3k | -13% | 25.00 | 291.08 |
|
Past Filings by Valued Wealth Advisors
SEC 13F filings are viewable for Valued Wealth Advisors going back to 2024
- Valued Wealth Advisors 2024 Q3 filed Oct. 28, 2024
- Valued Wealth Advisors 2024 Q2 filed July 17, 2024
- Valued Wealth Advisors 2024 Q1 filed April 30, 2024