Valued Wealth Advisors LLC New Holdings in Q3 2024

Valued Wealth Advisors LLC

  • $154 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.24K
New
$44.83 - $47.42 $55.6K - $58.8K
1.24K $58.5M
IVE
Ishares S&P 500 Value ETF

ETFs
179
New
$181.06 - $197.17 $32.4K - $35.3K
179 $35.3M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1K
New
$28.1 - $29.89 $28.1K - $29.9K
1K $29.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
192
New
$36.98 - $41.55 $7.1K - $7.98K
192 $7.88M
Te Connectivity PLC
34
New
N/A
34 $5.19M
Siriusxm Holdings Inc
142
New
N/A
142 $3.36M
TDG
Trans Digm Group Inc

Industrials
2
New
$1202.03 - $1427.41 $2.4K - $2.85K
2 $2.86M
PM
Philip Morris International Inc.

Consumer Defensive
17
New
$101.25 - $127.45 $1.72K - $2.17K
17 $2.09M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
22
New
$77.23 - $87.97 $1.7K - $1.94K
22 $1.93M
MPWR
Monolithic Power Systems Inc

Technology
2
New
$757.04 - $947.16 $1.51K - $1.89K
2 $1.85M
SYK
Stryker Corp

Healthcare
4
New
$315.94 - $371.96 $1.26K - $1.49K
4 $1.45M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
6
New
$201.82 - $234.36 $1.21K - $1.41K
6 $1.38M
A
Agilent Technologies, Inc.

Healthcare
9
New
$125.42 - $148.48 $1.13K - $1.34K
9 $1.34M
HCA
Hca Healthcare, Inc.

Healthcare
3
New
$315.12 - $406.43 $945 - $1.22K
3 $1.22M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
32
New
$31.95 - $38.02 $1.02K - $1.22K
32 $1.21M
JCI
Johnson Controls International PLC

Industrials
15
New
$65.52 - $77.61 $983 - $1.16K
15 $1.17M
DASH
Door Dash, Inc.

Communication Services
8
New
$100.28 - $143.99 $802 - $1.15K
8 $1.14M
AVB
Avalonbay Communities Inc

Real Estate
5
New
$200.95 - $234.65 $1K - $1.17K
5 $1.14M
ATO
Atmos Energy Corp

Utilities
8
New
$114.08 - $138.75 $913 - $1.11K
8 $1.11M
PSA
Public Storage

Real Estate
3
New
$283.13 - $365.01 $849 - $1.1K
3 $1.09M
NOC
Northrop Grumman Corp

Industrials
2
New
$423.73 - $533.14 $847 - $1.07K
2 $1.06M
CFG
Citizens Financial Group Inc

Financial Services
25
New
$35.24 - $43.24 $881 - $1.08K
25 $1.03M
VRSN
Verisign Inc

Technology
5
New
$174.18 - $190.64 $871 - $953
5 $950K
FE
Firstenergy Corp

Utilities
21
New
$38.25 - $44.54 $803 - $935
21 $932K
SRE
Sempra Energy

Utilities
11
New
$74.97 - $84.04 $825 - $924
11 $927K
FIS
Fidelity National Information Services, Inc.

Technology
11
New
$72.8 - $85.04 $801 - $935
11 $922K
GRMN
Garmin LTD

Technology
5
New
$161.1 - $183.29 $806 - $916
5 $881K
CMS
Cms Energy Corp

Utilities
12
New
$58.7 - $70.62 $704 - $847
12 $848K
CRWD
Crowd Strike Holdings, Inc.

Technology
3
New
$217.89 - $392.15 $654 - $1.18K
3 $842K
Kenvue Inc
36
New
N/A
36 $833K
CE
Celanese Corp

Basic Materials
6
New
$119.16 - $147.51 $715 - $885
6 $816K
BXP
Boston Properties Inc

Real Estate
10
New
$60.3 - $82.49 $603 - $825
10 $815K
DLR
Digital Realty Trust, Inc.

Real Estate
5
New
$144.47 - $162.98 $722 - $815
5 $810K
Smurfit Westrock PLC
16
New
N/A
16 $791K
SWK
Stanley Black & Decker, Inc.

Industrials
7
New
$77.75 - $110.17 $544 - $771
7 $771K
SQ
Block, Inc.

Technology
11
New
$57.21 - $72.07 $629 - $793
11 $739K
WDAY
Workday, Inc.

Technology
3
New
$207.75 - $264.68 $623 - $794
3 $734K
PLTR
Palantir Technologies Inc.

Technology
19
New
$24.09 - $37.95 $458 - $721
19 $707K
WPC
W. P. Carey Inc.

Real Estate
11
New
$54.63 - $63.96 $601 - $704
11 $695K
CHTR
Charter Communications, Inc.

Communication Services
2
New
$290.56 - $383.07 $581 - $766
2 $649K
Ferguson Enterprises Inc
3
New
N/A
3 $599K
HUBS
Hubspot Inc

Technology
1
New
$450.09 - $592.58 $450 - $593
1 $532K
ALGN
Align Technology Inc

Healthcare
2
New
$204.03 - $257.2 $408 - $514
2 $509K
FSLR
First Solar, Inc.

Technology
2
New
$205.36 - $255.78 $411 - $512
2 $499K
CLX
Clorox CO

Consumer Defensive
3
New
$131.73 - $166.97 $395 - $501
3 $489K
MSTR
Microstrategy Inc

Technology
2
New
$114.3 - $1800.09 $229 - $3.6K
2 $338K
Amentum Holdings Inc
3
New
N/A
3 $97K
New York Cmnty Bancorp Inc
7
New
N/A
7 $79K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
0
New
$41.34 - $43.55 $0 - $0
0 $5K
Activity Summary
Buys All Purchases 248 New Holdings 51 Increased Positions 197 Sells All Sells 148 Reductions 147 Sold out 1 Options Calls 0 Puts 0
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