Values Added Financial LLC Portfolio Holdings

Values Added Financial LLC

  • $173 Billion
  • Q4 2024

Values Added Financial LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $173 Billion distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $13.6B, Vanguard Ftse Developed Market with a value of $10.9B, Spdr Ser Tr Fds Spdr Portfolio with a value of $10.1B, Apple Inc. with a value of $7.08B, and Engine No 1 ETF Tr with a value of $6.73B.

Examining the 13F form we can see an increase of $14.2B in the current position value, from $159B to 173B.

Values Added Financial LLC is based out at Washington, DC

Below you can find more details about Values Added Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $173 Billion
ETFs: $129 Billion
Technology: $14.8 Billion
Financial Services: $6.53 Billion
Consumer Cyclical: $4.35 Billion
Communication Services: $4.2 Billion
Healthcare: $3.48 Billion
Consumer Defensive: $2.11 Billion
Industrials: $1.44 Billion
Other: $1.44 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $173 Billion
  • Prior Value $159 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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