Valued Wealth Advisors LLC Incresed Positions in Q4 2024

Valued Wealth Advisors LLC

  • $160 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFSD
Dimensional ETF Tr Short Durat

ETFs
53.2K
+ 14.81%
$46.75 - $47.8 $2.49M - $2.54M
412K $19.3B
AVUV
American Centy ETF Tr Avantis

ETFs
8.85K
+ 4.51%
$94.37 - $106.41 $835K - $941K
205K $19.8B
DFAU
Dimensional ETF Tr

ETFs
2.15K
+ 0.29%
$39.27 - $42.38 $84.2K - $90.9K
743K $30.1B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
18.2K
+ 54.73%
$26.65 - $29.34 $485K - $534K
51.4K $1.39B
AVLV
American Centy ETF Tr Avantis
2.92K
+ 2.13%
$65.51 - $71.22 $191K - $208K
140K $9.34B
IVW
Ishares S&P 500 Growth ETF

ETFs
2.36K
+ 391.85%
$94.43 - $105.47 $222K - $248K
2.96K $300M
IVV
Ishares Core S&P 500 ETF

ETFs
393
+ 65.72%
$570.51 - $610.59 $224K - $240K
991 $584M
VTI
Vanguard Total Stock Market Et

ETFs
787
+ 1311.67%
$280.04 - $302.45 $220K - $238K
847 $246M
DFAT
Dimensional ETF Tr U S Target

ETFs
3.86K
+ 5.21%
$54.54 - $61.04 $210K - $235K
77.9K $4.33B
HDV
Ishares Core High Dividend ETF

ETFs
1.74K
+ 10843.75%
$110.82 - $121.28 $192K - $210K
1.75K $197M
DFAE
Dimensional ETF Tr

ETFs
10.7K
+ 19.02%
$25.36 - $28.15 $272K - $301K
67K $1.7B
AAPL
Apple Inc.

Technology
327
+ 8.31%
$221.69 - $259.02 $72.5K - $84.7K
4.26K $1.07B
IWM
Ishares Russell 2000 ETF

ETFs
598
+ 3322.22%
$216.13 - $242.4 $129K - $145K
616 $136M
VTV
Vanguard Value ETF

ETFs
777
+ 3700.0%
$168.32 - $181.87 $131K - $141K
798 $135M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4.01K
+ 35.14%
$26.63 - $30.23 $107K - $121K
15.4K $411M
DFAS
Dimensional ETF Tr U S Small C

ETFs
980
+ 21.16%
$63.58 - $71.15 $62.3K - $69.7K
5.61K $365M
GOOGL
Alphabet Inc.

Communication Services
194
+ 20.12%
$161.86 - $196.66 $31.4K - $38.2K
1.16K $219M
AMZN
Amazon Com Inc

Consumer Cyclical
12
+ 0.72%
$180.88 - $232.93 $2.17K - $2.8K
1.67K $367M
UNP
Union Pacific Corp

Industrials
260
+ 181.82%
$223.15 - $249.32 $58K - $64.8K
403 $92M
GOOG
Alphabet Inc.

Communication Services
136
+ 19.6%
$163.08 - $198.16 $22.2K - $26.9K
830 $158M
AVUS
American Centy ETF Tr Avantis

ETFs
163
+ 1.14%
$94.36 - $102.06 $15.4K - $16.6K
14.5K $1.41B
AVSF
American Centy ETF Tr Avantis

ETFs
1.04K
+ 15.11%
$46.02 - $47.0 $47.7K - $48.7K
7.9K $364M
CVX
Chevron Corp

Energy
234
+ 95.51%
$141.15 - $162.53 $33K - $38K
479 $69.4M
GILD
Gilead Sciences, Inc.

Healthcare
310
+ 97.18%
$83.95 - $97.9 $26K - $30.3K
629 $58.1M
LOW
Lowes Companies Inc

Consumer Cyclical
128
+ 177.78%
$244.52 - $284.07 $31.3K - $36.4K
200 $49.3M
T
At&T Inc.

Communication Services
1.2K
+ 50.95%
$21.22 - $23.88 $25.5K - $28.7K
3.56K $81.1M
WMT
Walmart Inc.

Consumer Defensive
181
+ 16.05%
$79.1 - $95.7 $14.3K - $17.3K
1.31K $119M
NFLX
Netflix Inc

Communication Services
10
+ 10.2%
$687.65 - $936.56 $6.88K - $9.37K
108 $96.3M
GS
Goldman Sachs Group Inc

Financial Services
35
+ 68.63%
$486.1 - $608.57 $17K - $21.3K
86 $49.4M
WFC
Wells Fargo & Company

Financial Services
224
+ 45.71%
$54.98 - $77.35 $12.3K - $17.3K
714 $50.2M
IBM
International Business Machines Corp

Technology
90
+ 134.33%
$204.9 - $238.04 $18.4K - $21.4K
157 $34.5M
DFUS
Dimensional ETF Tr U S Equity

ETFs
5
+ 0.04%
$61.52 - $66.5 $308 - $333
12.1K $772M
TJX
Tjx Companies Inc

Consumer Cyclical
142
+ 41.89%
$112.15 - $127.2 $15.9K - $18.1K
481 $58.1M
BMY
Bristol Myers Squibb CO

Healthcare
265
+ 44.46%
$51.92 - $59.94 $13.8K - $15.9K
861 $48.7M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
136
+ 1700.0%
$110.69 - $154.48 $15.1K - $21K
144 $18.3M
QUAL
Ishares Msci Usa Quality Facto

ETFs
96
+ 246.15%
$176.42 - $186.91 $16.9K - $17.9K
135 $24M
IAU
Ishares Gold Trust

ETFs
333
+ 65.68%
$48.37 - $52.65 $16.1K - $17.5K
840 $41.6M
V
Visa Inc.

Financial Services
12
+ 4.15%
$273.87 - $320.91 $3.29K - $3.85K
301 $95.2M
FDX
Fedex Corp

Industrials
44
+ 129.41%
$260.5 - $305.15 $11.5K - $13.4K
78 $22M
PANW
Palo Alto Networks Inc

Technology
101
+ 246.34%
$181.96 - $405.9 $18.4K - $41K
142 $25.8M
XOM
Exxon Mobil Corp

Energy
293
+ 14.29%
$105.51 - $125.37 $30.9K - $36.7K
2.34K $252M
FNDC
Schwab Fundamental Intl Small

ETFs
6.38K
+ 12.41%
$33.92 - $38.03 $216K - $243K
57.8K $1.97B
EOG
Eog Resources Inc

Energy
94
+ 117.5%
$118.22 - $136.54 $11.1K - $12.8K
174 $21.3M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
30
+ 50.85%
$173.13 - $258.09 $5.19K - $7.74K
89 $20.6M
ADP
Automatic Data Processing Inc

Industrials
12
+ 2.99%
$280.08 - $307.97 $3.36K - $3.7K
413 $122M
DE
Deere & CO

Industrials
23
+ 127.78%
$389.45 - $466.0 $8.96K - $10.7K
41 $17.5M
WMB
Williams Companies, Inc.

Energy
114
+ 26.03%
$46.37 - $59.74 $5.29K - $6.81K
552 $29.8M
QCOM
Qualcomm Inc

Technology
93
+ 33.1%
$150.4 - $178.04 $14K - $16.6K
374 $57.5M
DECK
Deckers Outdoor Corp

Consumer Cyclical
36
+ 150.0%
$152.04 - $211.12 $5.47K - $7.6K
60 $12.2M
Activity Summary
Buys All Purchases 279 New Holdings 50 Increased Positions 229 Sells All Sells 129 Reductions 128 Sold out 1 Options Calls 0 Puts 0
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