Valued Wealth Advisors
Latest statistics and disclosures from Valued Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAU, AVUV, DFAI, DFSD, AVDV, and represent 60.29% of Valued Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVUS, DFAU, DFIV, AVSF, SCHE, ISVL, AVUV, DFAI, DFSV, AVLV.
- Started 129 new stock positions in TROW, BTU, Great Lakes Dredge & Dock Corporation, TTC, NPKI, BPRE, VMI, IMKTA, AIZ, XLRE.
- Reduced shares in these 10 stocks: AVDE, DFAC, DFAE, XSVM, FNDC, AVDV, DFUV, TSLA, AAPL, MSFT.
- Sold out of its positions in APO, AstraZeneca, ATO, CG, Civitas Resources, Comerica Incorporated, CACC, DASH, FERG, FBTC. FIS, Frontier Communications Pare, BTCO, MDLZ, ORI, PM, RHI, SNV, TLN, TELFY, TTD.
- Valued Wealth Advisors was a net buyer of stock by $15M.
- Valued Wealth Advisors has $247M in assets under management (AUM), dropping by 8.51%.
- Central Index Key (CIK): 0002007175
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Portfolio Holdings for Valued Wealth Advisors
Valued Wealth Advisors holds 751 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Valued Wealth Advisors has 751 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Valued Wealth Advisors March 31, 2026 positions
- Download the Valued Wealth Advisors March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 17.6 | $43M | +6% | 961k | 45.12 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 12.9 | $32M | +3% | 289k | 110.47 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 12.5 | $31M | +2% | 791k | 38.96 |
|
| Dimensional Etf Trust Short Duration F (DFSD) | 10.8 | $27M | +2% | 558k | 47.88 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 6.5 | $16M | 160k | 99.86 |
|
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 6.1 | $15M | +5% | 188k | 80.61 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 6.0 | $15M | +4% | 184k | 80.58 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 2.7 | $6.6M | 105k | 62.45 |
|
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 2.2 | $5.5M | +96% | 50k | 111.18 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 2.1 | $5.1M | -15% | 131k | 38.86 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 1.8 | $4.4M | +131% | 83k | 52.78 |
|
| American Centy Etf Tr Real Estate Etf (AVRE) | 1.7 | $4.1M | 94k | 44.02 |
|
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.5 | $3.7M | -24% | 44k | 84.84 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 1.1 | $2.7M | 68k | 39.68 |
|
|
| American Centy Etf Tr Avantis Shfxdinc (AVSF) | 1.0 | $2.5M | +432% | 53k | 46.80 |
|
| Schwab Strategic Tr Fundamental Intl (FNDC) | 1.0 | $2.4M | -18% | 52k | 46.36 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.9 | $2.1M | -5% | 44k | 48.46 |
|
| Ishares Tr Intl Dev Sml Cp (ISVL) | 0.8 | $2.1M | +121% | 43k | 48.11 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.8 | $1.9M | +151% | 58k | 32.95 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.7 | $1.7M | -31% | 49k | 33.86 |
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.6 | $1.6M | +91% | 45k | 35.04 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.5 | $1.2M | 16k | 70.91 |
|
|
| Apple (AAPL) | 0.5 | $1.1M | -5% | 4.5k | 253.82 |
|
| Spdr Index Shs Fds State Street Spd (SPEM) | 0.4 | $975k | -4% | 21k | 46.91 |
|
| Amazon (AMZN) | 0.2 | $545k | +42% | 2.6k | 208.27 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $541k | +26% | 3.2k | 169.66 |
|
| Microsoft Corporation (MSFT) | 0.2 | $521k | -11% | 1.4k | 370.23 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.2 | $518k | -7% | 24k | 21.49 |
|
| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 0.2 | $507k | -55% | 8.4k | 60.26 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $494k | -9% | 2.8k | 174.43 |
|
| Smartstop Self Storag Reit I Common Stock (SMA) | 0.2 | $482k | -4% | 16k | 30.36 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $464k | -2% | 711.00 | 653.21 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $405k | -3% | 845.00 | 479.20 |
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.1 | $357k | NEW | 8.7k | 40.83 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $356k | -4% | 1.2k | 287.50 |
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.1 | $353k | +164566% | 9.9k | 35.71 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $328k | 3.2k | 102.25 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $298k | 4.2k | 71.12 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $295k | -6% | 1.0k | 286.79 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $244k | 760.00 | 320.87 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $239k | 1.9k | 124.31 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $232k | 1.7k | 135.71 |
|
|
| Broadcom (AVGO) | 0.1 | $218k | +2% | 705.00 | 309.39 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $215k | +9% | 215.00 | 997.61 |
|
| Meta Platforms Cl A (META) | 0.1 | $210k | -18% | 368.00 | 571.74 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $207k | -10% | 704.00 | 294.03 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $192k | 2.7k | 70.18 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $184k | +14% | 1.5k | 124.54 |
|
| Johnson & Johnson (JNJ) | 0.1 | $160k | +7% | 655.00 | 244.36 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $154k | 785.00 | 196.15 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $150k | +6% | 1.7k | 88.70 |
|
| Netflix (NFLX) | 0.1 | $140k | +24% | 1.5k | 96.15 |
|
| Visa Com Cl A (V) | 0.1 | $137k | -5% | 454.00 | 302.46 |
|
| Union Pacific Corporation (UNP) | 0.1 | $132k | +62% | 545.00 | 242.82 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $132k | +3% | 682.00 | 192.96 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $126k | +7% | 589.00 | 214.02 |
|
| Home Depot (HD) | 0.0 | $118k | -2% | 358.00 | 329.23 |
|
| Chevron Corporation (CVX) | 0.0 | $111k | +86% | 538.00 | 206.89 |
|
| Travelers Companies (TRV) | 0.0 | $109k | +2% | 373.00 | 291.69 |
|
| Abbvie (ABBV) | 0.0 | $106k | -11% | 488.00 | 217.61 |
|
| TJX Companies (TJX) | 0.0 | $104k | +33% | 650.00 | 159.82 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $103k | -4% | 112.00 | 921.74 |
|
| At&t (T) | 0.0 | $102k | -9% | 3.5k | 28.99 |
|
| Tesla Motors (TSLA) | 0.0 | $93k | -43% | 251.00 | 371.75 |
|
| Gilead Sciences (GILD) | 0.0 | $93k | -6% | 668.00 | 139.39 |
|
| Waste Management (WM) | 0.0 | $90k | +9% | 391.00 | 229.69 |
|
| American Centy Etf Tr Avantis All Eqt (AVGE) | 0.0 | $89k | -13% | 1.0k | 87.98 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $89k | -4% | 457.00 | 194.03 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $87k | +41% | 174.00 | 500.49 |
|
| Caterpillar (CAT) | 0.0 | $87k | +9% | 123.00 | 706.19 |
|
| Merck & Co (MRK) | 0.0 | $87k | +61% | 715.00 | 121.09 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $87k | 1.3k | 67.07 |
|
|
| Nextera Energy (NEE) | 0.0 | $86k | +20% | 923.00 | 92.85 |
|
| Honeywell International (HON) | 0.0 | $86k | +8% | 379.00 | 226.00 |
|
| ConocoPhillips (COP) | 0.0 | $79k | +99% | 599.00 | 131.92 |
|
| Micron Technology (MU) | 0.0 | $79k | +38% | 232.00 | 338.40 |
|
| Cisco Systems (CSCO) | 0.0 | $78k | +16% | 1.0k | 77.59 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $77k | 797.00 | 97.13 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $73k | 831.00 | 88.16 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $72k | 213.00 | 338.89 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $72k | +2% | 1.5k | 48.74 |
|
| Procter & Gamble Company (PG) | 0.0 | $70k | +3% | 482.00 | 144.34 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $68k | 225.00 | 302.67 |
|
|
| Williams Companies (WMB) | 0.0 | $68k | +40% | 929.00 | 72.77 |
|
| Emerson Electric (EMR) | 0.0 | $67k | +15% | 510.00 | 130.94 |
|
| Ge Vernova (GEV) | 0.0 | $66k | +46% | 76.00 | 873.41 |
|
| Automatic Data Processing (ADP) | 0.0 | $66k | -12% | 324.00 | 204.63 |
|
| Eaton Corp SHS (ETN) | 0.0 | $65k | +10% | 181.00 | 357.67 |
|
| Kroger (KR) | 0.0 | $61k | +43% | 849.00 | 72.35 |
|
| Wells Fargo & Company (WFC) | 0.0 | $59k | +5% | 738.00 | 79.59 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $59k | 440.00 | 132.90 |
|
|
| Verizon Communications (VZ) | 0.0 | $58k | -22% | 1.2k | 50.21 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $56k | 81.00 | 695.86 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $56k | -46% | 276.00 | 203.43 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.0 | $56k | -5% | 1.4k | 39.44 |
|
| Applied Materials (AMAT) | 0.0 | $55k | +9% | 162.00 | 342.01 |
|
| 3M Company (MMM) | 0.0 | $54k | +3% | 370.00 | 145.21 |
|
| Air Products & Chemicals (APD) | 0.0 | $52k | +5% | 180.00 | 291.11 |
|
| Bluerock Pvt Real Estate (BPRE) | 0.0 | $51k | NEW | 3.1k | 16.61 |
|
| Linde SHS (LIN) | 0.0 | $50k | +20% | 100.00 | 496.89 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $49k | 134.00 | 367.44 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $49k | 187.00 | 262.55 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $49k | -4% | 233.00 | 209.91 |
|
| Analog Devices (ADI) | 0.0 | $46k | -7% | 145.00 | 317.41 |
|
| International Business Machines (IBM) | 0.0 | $46k | +12% | 189.00 | 242.31 |
|
| Progressive Corporation (PGR) | 0.0 | $45k | +135% | 228.00 | 198.30 |
|
| Fastenal Company (FAST) | 0.0 | $45k | +13% | 967.00 | 46.38 |
|
| Targa Res Corp (TRGP) | 0.0 | $44k | +57% | 175.00 | 251.09 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $44k | +38% | 466.00 | 93.90 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $44k | +101% | 1.7k | 25.64 |
|
| UnitedHealth (UNH) | 0.0 | $43k | 159.00 | 270.56 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $41k | +27% | 28.00 | 1475.71 |
|
| Oracle Corporation (ORCL) | 0.0 | $40k | +28% | 272.00 | 147.11 |
|
| McKesson Corporation (MCK) | 0.0 | $40k | +6% | 46.00 | 867.78 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $40k | +100% | 140.00 | 284.38 |
|
| Wec Energy Group (WEC) | 0.0 | $40k | 343.00 | 115.77 |
|
|
| EOG Resources (EOG) | 0.0 | $39k | +240% | 272.00 | 144.39 |
|
| AFLAC Incorporated (AFL) | 0.0 | $38k | -2% | 350.00 | 109.68 |
|
| Goldman Sachs (GS) | 0.0 | $38k | -34% | 45.00 | 845.69 |
|
| Booking Holdings (BKNG) | 0.0 | $38k | +12% | 9.00 | 4216.33 |
|
| Coca-Cola Company (KO) | 0.0 | $38k | +23% | 493.00 | 76.62 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $37k | +17% | 313.00 | 118.81 |
|
| Deere & Company (DE) | 0.0 | $37k | +11% | 66.00 | 560.65 |
|
| Hartford Financial Services (HIG) | 0.0 | $37k | -7% | 269.00 | 136.07 |
|
| W.W. Grainger (GWW) | 0.0 | $36k | +3% | 33.00 | 1098.58 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $36k | 168.00 | 215.07 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $36k | +33% | 1.5k | 24.75 |
|
| Target Corporation (TGT) | 0.0 | $36k | +134% | 296.00 | 121.11 |
|
| Manulife Finl Corp (MFC) | 0.0 | $36k | 1.0k | 34.44 |
|
|
| Chubb (CB) | 0.0 | $35k | +3% | 108.00 | 327.82 |
|
| American Tower Reit (AMT) | 0.0 | $35k | 200.00 | 172.58 |
|
|
| Capital One Financial (COF) | 0.0 | $34k | -11% | 185.00 | 182.22 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.0 | $33k | 433.00 | 76.54 |
|
|
| SM Energy (SM) | 0.0 | $33k | NEW | 1.1k | 31.18 |
|
| Blackrock (BLK) | 0.0 | $33k | +36% | 34.00 | 956.03 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $32k | 340.00 | 92.74 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $31k | +3% | 1.1k | 28.71 |
|
| Bwx Technologies (BWXT) | 0.0 | $31k | +42% | 152.00 | 205.08 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $31k | 293.00 | 106.01 |
|
|
| Murphy Oil Corporation (MUR) | 0.0 | $31k | +14700% | 740.00 | 41.27 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $30k | NEW | 1.1k | 27.85 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $30k | +53% | 234.00 | 126.60 |
|
| eBay (EBAY) | 0.0 | $29k | +30% | 319.00 | 91.00 |
|
| California Res Corp Com Stock (CRC) | 0.0 | $29k | NEW | 419.00 | 69.22 |
|
| Valero Energy Corporation (VLO) | 0.0 | $29k | +134% | 117.00 | 247.56 |
|
| Magnolia Oil & Gas Corp Cl A (MGY) | 0.0 | $29k | NEW | 906.00 | 31.57 |
|
| Amgen (AMGN) | 0.0 | $27k | +22% | 76.00 | 352.08 |
|
| American Intl Group Com New (AIG) | 0.0 | $27k | -25% | 356.00 | 75.16 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $27k | 236.00 | 113.11 |
|
|
| Merit Medical Systems (MMSI) | 0.0 | $27k | 386.00 | 68.93 |
|
|
| Qualcomm (QCOM) | 0.0 | $26k | -9% | 205.00 | 129.01 |
|
| Liberty Energy Com Cl A (LBRT) | 0.0 | $26k | NEW | 916.00 | 28.80 |
|
| Noble Corp Ord Shs A (NE) | 0.0 | $26k | NEW | 535.00 | 49.07 |
|
| Archrock (AROC) | 0.0 | $26k | NEW | 747.00 | 34.80 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $25k | +17% | 870.00 | 29.13 |
|
| ViaSat (VSAT) | 0.0 | $25k | NEW | 550.00 | 45.80 |
|
| Air Lease Corp Cl A | 0.0 | $25k | NEW | 378.00 | 65.16 |
|
| Peabody Energy (BTU) | 0.0 | $25k | NEW | 747.00 | 32.95 |
|
| Ge Aerospace Com New (GE) | 0.0 | $25k | -4% | 86.00 | 284.99 |
|
| Cnx Resources Corporation (CNX) | 0.0 | $24k | NEW | 626.00 | 38.55 |
|
| McDonald's Corporation (MCD) | 0.0 | $24k | +31% | 76.00 | 309.04 |
|
| Citigroup Com New (C) | 0.0 | $23k | -5% | 207.00 | 113.24 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $23k | 162.00 | 142.43 |
|
|
| Ross Stores (ROST) | 0.0 | $23k | +32% | 105.00 | 217.41 |
|
| S&p Global (SPGI) | 0.0 | $23k | +25% | 54.00 | 422.15 |
|
| Patterson-UTI Energy (PTEN) | 0.0 | $23k | NEW | 2.1k | 10.83 |
|
| American Electric Power Company (AEP) | 0.0 | $22k | +32% | 171.00 | 130.97 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $22k | +132% | 761.00 | 29.09 |
|
| PG&E Corporation (PCG) | 0.0 | $22k | +11% | 1.2k | 17.62 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $22k | +23% | 79.00 | 276.11 |
|
| Corning Incorporated (GLW) | 0.0 | $22k | -8% | 159.00 | 135.89 |
|
| General Motors Company (GM) | 0.0 | $21k | -26% | 288.00 | 74.38 |
|
| Pacer Fds Tr Metaurus Cap 400 (QDPL) | 0.0 | $20k | 503.00 | 40.34 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $20k | -40% | 195.00 | 102.89 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $20k | 243.00 | 82.43 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $20k | 34.00 | 577.50 |
|
|
| Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) | 0.0 | $20k | NEW | 723.00 | 26.91 |
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 0.0 | $19k | 421.00 | 45.69 |
|
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| Technipfmc (FTI) | 0.0 | $19k | +208% | 278.00 | 69.18 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $19k | 117.00 | 163.46 |
|
|
| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) | 0.0 | $19k | NEW | 272.00 | 69.90 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $19k | 97.00 | 192.16 |
|
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| Steel Dynamics (STLD) | 0.0 | $18k | +6% | 102.00 | 179.87 |
|
| Norfolk Southern (NSC) | 0.0 | $18k | -20% | 64.00 | 285.89 |
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| salesforce (CRM) | 0.0 | $18k | +22% | 97.00 | 187.34 |
|
| Paccar (PCAR) | 0.0 | $18k | -4% | 157.00 | 115.31 |
|
| Intel Corporation (INTC) | 0.0 | $18k | +127% | 405.00 | 44.13 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $18k | +10% | 293.00 | 60.65 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $18k | +577% | 271.00 | 65.26 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $18k | +157% | 72.00 | 245.49 |
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| CF Industries Holdings (CF) | 0.0 | $17k | +76% | 134.00 | 129.63 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $17k | -53% | 128.00 | 135.49 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $17k | +28% | 54.00 | 320.93 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.0 | $17k | 373.00 | 46.19 |
|
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $17k | NEW | 531.00 | 32.43 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $17k | +60% | 82.00 | 209.88 |
|
| Servicenow (NOW) | 0.0 | $17k | +21% | 164.00 | 104.55 |
|
| Devon Energy Corporation (DVN) | 0.0 | $17k | +300% | 336.00 | 50.28 |
|
| Pulte (PHM) | 0.0 | $17k | +2% | 143.00 | 118.09 |
|
| CSX Corporation (CSX) | 0.0 | $17k | +47% | 411.00 | 41.04 |
|
| Oneok (OKE) | 0.0 | $17k | +87% | 186.00 | 90.21 |
|
| Allstate Corporation (ALL) | 0.0 | $17k | +51% | 79.00 | 209.92 |
|
| Tapestry (TPR) | 0.0 | $17k | -5% | 117.00 | 141.12 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $16k | -15% | 37.00 | 442.32 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $16k | +12% | 142.00 | 115.04 |
|
| D.R. Horton (DHI) | 0.0 | $16k | 118.00 | 137.72 |
|
|
| Lowe's Companies (LOW) | 0.0 | $16k | -5% | 68.00 | 235.97 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $16k | 189.00 | 84.74 |
|
|
| Intuit (INTU) | 0.0 | $16k | +27% | 37.00 | 432.49 |
|
| Pepsi (PEP) | 0.0 | $16k | +64% | 102.00 | 155.03 |
|
| FedEx Corporation (FDX) | 0.0 | $16k | +29% | 44.00 | 358.82 |
|
| Morgan Stanley Com New (MS) | 0.0 | $16k | -26% | 96.00 | 164.32 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $16k | +3% | 28.00 | 561.89 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $16k | +5% | 250.00 | 62.75 |
|
| Walt Disney Company (DIS) | 0.0 | $16k | +8% | 162.00 | 96.56 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $16k | +155% | 444.00 | 35.16 |
|
| PPG Industries (PPG) | 0.0 | $15k | 144.00 | 106.88 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $15k | -27% | 34.00 | 448.85 |
|
| Kinross Gold Corp (KGC) | 0.0 | $15k | 496.00 | 30.52 |
|
|
| Chord Energy Corporation Com New (CHRD) | 0.0 | $15k | NEW | 106.00 | 142.19 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $15k | 35.00 | 430.31 |
|
|
| Diamondback Energy (FANG) | 0.0 | $15k | +216% | 76.00 | 198.16 |
|
| PNC Financial Services (PNC) | 0.0 | $15k | +5% | 72.00 | 207.90 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $15k | +11% | 321.00 | 45.93 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $15k | 676.00 | 21.68 |
|
|
| Casey's General Stores (CASY) | 0.0 | $15k | +81% | 20.00 | 729.90 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $15k | +120% | 11.00 | 1320.91 |
|
| Starbucks Corporation (SBUX) | 0.0 | $14k | +45% | 161.00 | 89.41 |
|
| Darden Restaurants (DRI) | 0.0 | $14k | +15% | 73.00 | 196.49 |
|
| Kodiak Gas Svcs (KGS) | 0.0 | $14k | NEW | 245.00 | 58.32 |
|
| MGIC Investment (MTG) | 0.0 | $14k | +3058% | 537.00 | 26.23 |
|
| Altria (MO) | 0.0 | $14k | 209.00 | 67.05 |
|
|
| MercadoLibre (MELI) | 0.0 | $14k | +14% | 8.00 | 1729.12 |
|
| Texas Pacific Land Corp (TPL) | 0.0 | $14k | +61% | 29.00 | 474.59 |
|
| Icici Bank Adr (IBN) | 0.0 | $14k | 528.00 | 25.90 |
|
|
| Uber Technologies (UBER) | 0.0 | $14k | +196% | 190.00 | 71.93 |
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $14k | +68% | 232.00 | 58.78 |
|
| Pfizer (PFE) | 0.0 | $14k | +345% | 481.00 | 28.10 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $14k | +15% | 22.00 | 613.23 |
|
| MetLife (MET) | 0.0 | $14k | -18% | 191.00 | 70.56 |
|
| Halliburton Company (HAL) | 0.0 | $14k | +885% | 345.00 | 39.03 |
|
| International Seaways (INSW) | 0.0 | $13k | NEW | 184.00 | 72.88 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $13k | +16% | 29.00 | 461.00 |
|
| Apa Corporation (APA) | 0.0 | $13k | +6160% | 313.00 | 42.47 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $13k | +2550% | 53.00 | 250.58 |
|
| NVR (NVR) | 0.0 | $13k | -50% | 2.00 | 6590.00 |
|
| American Express Company (AXP) | 0.0 | $13k | -23% | 42.00 | 304.93 |
|
| Alliance Data Systems Corporation (BFH) | 0.0 | $13k | NEW | 171.00 | 74.89 |
|
| Equinix (EQIX) | 0.0 | $13k | +85% | 13.00 | 980.31 |
|
| Crescent Energy Company Cl A Com (CRGY) | 0.0 | $13k | NEW | 930.00 | 13.50 |
|
Past Filings by Valued Wealth Advisors
SEC 13F filings are viewable for Valued Wealth Advisors going back to 2024
- Valued Wealth Advisors 2026 Q1 filed April 30, 2026
- Valued Wealth Advisors 2025 Q4 filed Jan. 30, 2026
- Valued Wealth Advisors 2025 Q3 filed Oct. 29, 2025
- Valued Wealth Advisors 2025 Q2 filed Aug. 6, 2025
- Valued Wealth Advisors 2025 Q1 filed May 1, 2025
- Valued Wealth Advisors 2024 Q4 filed Jan. 22, 2025
- 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