Values Added Financial LLC Sells in Q4 2025

Values Added Financial LLC

  • $237 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-123K
- 38.42%
$51.27 - $51.8 $6.32M - $6.39M
198K $9.88B
META
Meta Platforms, Inc.

Communication Services
-227
- 18.89%
$609.01 - $751.67 $138K - $171K
975 $644M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.65K
- 11.98%
$213.04 - $254.0 $351K - $418K
12.1K $2.79B
PWR
Quanta Services, Inc.

Industrials
-549
- 51.65%
$412.21 - $453.83 $226K - $249K
514 $217M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-5.29K
- 22.2%
$42.41 - $44.49 $224K - $235K
18.5K $827M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.72K
- 1.09%
$74.09 - $75.1 $127K - $129K
156K $11.5B
HD
Home Depot, Inc.

Consumer Cyclical
-118
- 5.48%
$358.03 - $397.02 $42.2K - $46.8K
2.04K $701M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-3.48K
- 10.53%
$43.95 - $46.24 $153K - $161K
29.5K $1.36B
ARCC
Ares Capital Corp

Financial Services
-4.68K
- 20.8%
$18.9 - $20.61 $88.5K - $96.5K
17.8K $361M
ADP
Automatic Data Processing Inc

Industrials
-112
- 6.02%
$250.9 - $292.94 $28.1K - $32.8K
1.75K $449M
ZBRA
Zebra Technologies Corp

Technology
-44
- 4.88%
$240.56 - $313.89 $10.6K - $13.8K
858 $208M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-516
- 0.69%
$52.54 - $55.77 $27.1K - $28.8K
74.3K $3.99B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.46K
- 8.98%
$20.85 - $21.86 $30.4K - $31.9K
14.8K $308M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.1K
- 1.64%
$49.98 - $50.59 $54.8K - $55.5K
65.6K $3.3B
VXF
Vanguard Extended Market ETF

ETFs
-173
- 1.04%
$204.22 - $215.05 $35.3K - $37.2K
16.5K $3.44B
ABT
Abbott Laboratories

Healthcare
-69
- 1.99%
$123.62 - $134.59 $8.53K - $9.29K
3.4K $426M
SYK
Stryker Corp

Healthcare
-22
- 1.31%
$353.81 - $388.35 $7.78K - $8.54K
1.66K $584M
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
-377
- 2.25%
$56.99 - $61.06 $21.5K - $23K
16.4K $953M
AMT
American Tower Corp

Real Estate
-15
- 0.8%
$176.64 - $193.32 $2.65K - $2.9K
1.85K $326M
ITW
Illinois Tool Works Inc

Industrials
-57
- 4.75%
$242.03 - $260.73 $13.8K - $14.9K
1.14K $282M
USRT
Ishares Core U.S. Reit ETF

ETFs
-388
- 8.13%
$56.64 - $59.67 $22K - $23.2K
4.38K $250M
UNH
Unitedhealth Group Inc

Healthcare
-37
- 3.34%
$320.52 - $369.92 $11.9K - $13.7K
1.07K $354M
IDXX
Idexx Laboratories Inc

Healthcare
-63
- 16.28%
$616.15 - $722.94 $38.8K - $45.5K
324 $219M
CHD
Church & Dwight CO Inc

Consumer Defensive
-71
- 1.94%
$81.8 - $90.01 $5.81K - $6.39K
3.59K $301M
TXN
Texas Instruments Inc

Technology
-18
- 1.11%
N/A
1.6K $278M
ICE
Intercontinental Exchange, Inc.

Financial Services
-28
- 1.81%
$145.59 - $162.64 $4.08K - $4.55K
1.52K $246M
IEMG
Ishares Inc

ETFs
-543
- 2.99%
N/A
17.6K $1.18B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5
- 0.36%
$475.68 - $513.11 $2.38K - $2.57K
1.37K $689M
VTI
Vanguard Total Stock Market Et

ETFs
-292
- 2.12%
$321.8 - $337.95 $94K - $98.7K
13.5K $4.52B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-730
- 2.84%
$23.02 - $24.23 $16.8K - $17.7K
24.9K $600M
MKL
Markel Corp

Financial Services
-163
- 10.74%
$1826.32 - $2091.91 $298K - $341K
1.35K $2.91B
IBM
International Business Machines Corp

Technology
-68
- 2.74%
$275.97 - $314.98 $18.8K - $21.4K
2.41K $714M
JPM
Jpmorgan Chase & CO

Financial Services
-1
- 0.04%
$294.11 - $320.41 $294 - $320
2.31K $744M
WMT
Walmart Inc.

Consumer Defensive
-57
- 1.86%
$101.18 - $109.03 $5.77K - $6.21K
3.01K $335M
XOM
Exxon Mobil Corp

Energy
-8
- 0.26%
$110.64 - $119.78 $885 - $958
3.13K $376M
MCO
Moodys Corp

Financial Services
-10
- 1.23%
$468.56 - $495.08 $4.69K - $4.95K
804 $411M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-407
- 0.4%
$25.2 - $26.46 $10.3K - $10.8K
101K $2.66B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-17
- 0.34%
$600.51 - $631.95 $10.2K - $10.7K
4.92K $3.08B
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.28K
- 0.75%
$27.17 - $28.65 $34.6K - $36.5K
169K $4.8B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-839
- 0.53%
$25.85 - $27.19 $21.7K - $22.8K
158K $4.24B
VOTE
Engine No 1 ETF Tr

ETFs
-827
- 0.95%
$76.92 - $80.92 $63.6K - $66.9K
86.6K $6.95B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-262
- 0.38%
$78.97 - $83.03 $20.7K - $21.8K
69K $5.69B
VEU
Vanguard Ftse All World Ex Us

ETFs
-68
- 0.13%
$70.2 - $73.89 $4.77K - $5.02K
52.6K $3.87B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-261
- 0.26%
$76.84 - $80.86 $20.1K - $21.1K
99.3K $7.97B
VEA
Vanguard Ftse Developed Market

ETFs
-896
- 0.46%
$59.18 - $62.09 $53K - $55.6K
193K $12B
GOOGL
Alphabet Inc.

Communication Services
-937
- 8.44%
$236.57 - $291.31 $222K - $273K
10.2K $3.18B
Activity Summary
Buys All Purchases 56 New Holdings 8 Increased Positions 48 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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