Valued Wealth Advisors LLC Purchases in Q3 2025

Valued Wealth Advisors LLC

  • $216 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Arista Networks Inc
2
+ 2.86%
N/A
72 $10.5M
MRK
Merck & Co., Inc.

Healthcare
18
+ 5.42%
$77.6 - $87.37 $1.4K - $1.57K
350 $29.7M
Sandisk Corp
26
+ 2600.0%
N/A
27 $3.03M
COP
Conocophillips

Energy
20
+ 9.71%
$91.0 - $98.99 $1.82K - $1.98K
226 $21.4M
QCOM
Qualcomm Inc

Technology
8
+ 3.77%
$145.84 - $173.55 $1.17K - $1.39K
220 $36.5M
Te Connectivity PLC
2
+ 4.44%
N/A
47 $10.4M
MS
Morgan Stanley

Financial Services
4
+ 3.67%
$139.09 - $161.16 $556 - $645
113 $18M
HIG
Hartford Financial Services Group, Inc.

Financial Services
6
+ 2.35%
$119.73 - $134.7 $718 - $808
261 $34.9M
AXP
American Express CO

Financial Services
6
+ 18.18%
$294.27 - $342.31 $1.77K - $2.05K
39 $13M
BKR
Baker Hughes CO

Energy
10
+ 5.24%
$38.68 - $50.55 $387 - $506
201 $9.79M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
5
+ 10.2%
$301.44 - $365.84 $1.51K - $1.83K
54 $17.7M
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 1.41%
$215.01 - $273.02 $215 - $273
72 $18M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
26
New
$78.11 - $79.07 $2.03K - $2.06K
26 $2.05M
WSM
Williams Sonoma Inc

Consumer Cyclical
2
+ 4.0%
$163.62 - $210.2 $327 - $420
52 $10.3M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
26
New
$76.16 - $78.59 $1.98K - $2.04K
26 $2.03M
SCHW
Schwab Charles Corp

Financial Services
8
+ 2.6%
$91.03 - $98.69 $728 - $790
316 $30.1M
Fidelity Wise Origin Bitcoin
20
New
N/A
20 $2M
MA
Mastercard Inc

Financial Services
2
+ 1.74%
$550.18 - $598.96 $1.1K - $1.2K
117 $66.7M
DD
Du Pont De Nemours, Inc.

Basic Materials
1
+ 0.5%
$69.9 - $78.26 $69.9 - $78.3
203 $15.8M
COF
Capital One Financial Corp

Financial Services
8
+ 4.47%
$207.29 - $229.74 $1.66K - $1.84K
187 $39.7M
SNPS
Synopsys Inc

Technology
4
+ 26.67%
$387.78 - $645.35 $1.55K - $2.58K
19 $9.47M
CSX
Csx Corp

Industrials
36
+ 32.43%
$32.05 - $36.52 $1.15K - $1.31K
147 $5.21M
MPC
Marathon Petroleum Corp

Energy
5
+ 22.73%
$158.59 - $198.69 $793 - $993
27 $5.26M
XEL
Xcel Energy Inc

Utilities
1
+ 0.89%
$67.56 - $80.65 $67.6 - $80.7
113 $9.2M
PLTR
Palantir Technologies Inc.

Technology
3
+ 15.79%
$130.68 - $186.97 $392 - $561
22 $4.01M
DE
Deere & CO

Industrials
7
+ 19.44%
$457.26 - $524.37 $3.2K - $3.67K
43 $19.9M
STLD
Steel Dynamics Inc

Basic Materials
2
+ 2.15%
N/A
95 $13.3M
PKG
Packaging Corp Of America

Consumer Cyclical
1
+ 2.27%
$191.41 - $220.25 $191 - $220
45 $9.73M
ADI
Analog Devices Inc

Technology
1
+ 0.65%
$220.68 - $255.63 $221 - $256
155 $38M
MMM
3 M CO

Industrials
2
+ 0.57%
$144.41 - $160.2 $289 - $320
355 $55M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2
+ 3.45%
$185.88 - $207.44 $372 - $415
60 $12.1M
PCAR
Paccar Inc

Industrials
8
+ 5.71%
$92.91 - $102.86 $743 - $823
148 $14.6M
SYF
Synchrony Financial

Financial Services
8
+ 4.85%
$67.53 - $76.86 $540 - $615
173 $12.3M
EME
Emcor Group, Inc.

Industrials
1
+ 20.0%
$530.88 - $655.83 $531 - $656
6 $3.9M
ALL
Allstate Corp

Financial Services
4
+ 16.0%
$192.0 - $214.65 $768 - $859
29 $6.24M
MET
Metlife Inc

Financial Services
10
+ 5.26%
$73.82 - $82.37 $738 - $824
200 $16.5M
AEP
American Electric Power CO Inc

Utilities
2
+ 1.67%
$103.26 - $115.0 $207 - $230
122 $13.7M
Invesco Galaxy Bitcoin ETF
10
+ 166.67%
N/A
16 $1.83M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1
+ 1.04%
$182.33 - $194.5 $182 - $195
97 $18.8M
EOG
Eog Resources Inc

Energy
12
+ 37.5%
$112.12 - $126.1 $1.35K - $1.51K
44 $4.98M
UAL
United Airlines Holdings, Inc.

Industrials
6
+ 22.22%
$80.05 - $109.36 $480 - $656
33 $3.19M
F
Ford Motor CO

Consumer Cyclical
78
+ 116.42%
$10.82 - $12.09 $844 - $943
145 $1.73M
PH
Parker Hannifin Corp

Industrials
1
+ 25.0%
$697.13 - $769.67 $697 - $770
5 $3.79M
WCC
Wesco International Inc

Industrials
3
+ 25.0%
$189.22 - $227.19 $568 - $682
15 $3.2M
NKE
Nike, Inc.

Consumer Cyclical
15
+ 14.02%
$69.24 - $79.24 $1.04K - $1.19K
122 $8.57M
MSI
Motorola Solutions, Inc.

Technology
1
+ 7.69%
$408.73 - $490.3 $409 - $490
14 $6.44M
TFC
Truist Financial Corp

Financial Services
3
+ 1.12%
$42.83 - $47.07 $128 - $141
272 $12.4M
FDX
Fedex Corp

Industrials
3
+ 15.0%
$217.1 - $243.2 $651 - $730
23 $5.47M
FLEX
Flex Ltd.

Technology
9
+ 25.0%
$48.49 - $59.33 $436 - $534
45 $2.61M
Activity Summary
Buys All Purchases 181 New Holdings 21 Increased Positions 160 Sells All Sells 111 Reductions 110 Sold out 1 Options Calls 0 Puts 0
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