Valued Wealth Advisors LLC Sells in Q4 2024

Valued Wealth Advisors LLC

  • $160 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HWM
Howmet Aerospace Inc.

Industrials
-21
- 50.0%
$99.72 - $120.09 $2.09K - $2.52K
21 $2.32M
AXP
American Express CO

Financial Services
-11
- 20.0%
$267.35 - $305.57 $2.94K - $3.36K
44 $13.1M
CB
Chubb LTD

Financial Services
-2
- 1.92%
$271.57 - $301.89 $543 - $604
102 $28.3M
BK
Bank Of New York Mellon Corp

Financial Services
-39
- 15.92%
$70.82 - $81.87 $2.76K - $3.19K
206 $15.8M
BDX
Becton Dickinson & CO

Healthcare
-7
- 77.78%
$220.02 - $243.75 $1.54K - $1.71K
2 $454K
CRM
Salesforce, Inc.

Technology
-22
- 23.66%
$270.87 - $367.87 $5.96K - $8.09K
71 $23.8M
ISRG
Intuitive Surgical Inc

Healthcare
-5
- 16.67%
$471.27 - $550.62 $2.36K - $2.75K
25 $13M
UBER
Uber Technologies, Inc

Technology
-10
- 14.49%
$59.93 - $86.34 $599 - $863
59 $3.56M
COF
Capital One Financial Corp

Financial Services
-25
- 25.25%
$145.19 - $192.01 $3.63K - $4.8K
74 $13.2M
ETN
Eaton Corp PLC

Industrials
-5
- 2.96%
$326.96 - $377.52 $1.63K - $1.89K
164 $54.4M
FANG
Diamondback Energy, Inc.

Energy
-6
- 9.84%
$153.06 - $199.5 $918 - $1.2K
55 $9.02M
EQIX
Equinix Inc

Real Estate
-2
- 22.22%
$865.69 - $985.0 $1.73K - $1.97K
7 $6.6M
TT
Trane Technologies PLC

Industrials
-3
- 25.0%
$369.35 - $419.14 $1.11K - $1.26K
9 $3.33M
EFX
Equifax Inc

Industrials
-4
- 57.14%
$245.03 - $293.5 $980 - $1.17K
3 $765K
APH
Amphenol Corp

Technology
-29
- 16.38%
$62.07 - $75.35 $1.8K - $2.19K
148 $10.3M
PH
Parker Hannifin Corp

Industrials
-2
- 33.33%
$621.74 - $709.46 $1.24K - $1.42K
4 $2.55M
RSG
Republic Services, Inc.

Industrials
-6
- 40.0%
$198.0 - $218.75 $1.19K - $1.31K
9 $1.81M
MSI
Motorola Solutions, Inc.

Technology
-3
- 18.75%
$449.08 - $504.6 $1.35K - $1.51K
13 $6.02M
BIIB
Biogen Inc.

Healthcare
-5
- 62.5%
$146.47 - $191.55 $732 - $958
3 $459K
STX
Seagate Technology Holdings PLC

Technology
-7
- 41.18%
$86.31 - $112.64 $604 - $788
10 $871K
MCO
Moodys Corp

Financial Services
-2
- 20.0%
$454.04 - $500.88 $908 - $1K
8 $3.79M
FISV
Fiserv Inc

Technology
-10
- 22.73%
N/A
34 $6.99M
HEI
Heico Corp

Industrials
-1
- 3.7%
$237.06 - $279.02 $237 - $279
26 $6.19M
ECL
Ecolab Inc.

Basic Materials
-2
- 11.11%
$234.32 - $261.43 $469 - $523
16 $3.82M
WTW
Willis Towers Watson PLC

Financial Services
-3
- 50.0%
$287.99 - $332.53 $864 - $998
3 $943K
SLB
Schlumberger Limited

Energy
-17
- 41.46%
$36.83 - $45.59 $626 - $775
24 $936K
Siriusxm Holdings Inc
-25
- 17.61%
N/A
117 $2.67M
PEG
Public Service Enterprise Group Inc

Utilities
-6
- 18.75%
$81.87 - $94.51 $491 - $567
26 $2.2M
FOXA
Fox Corp

Communication Services
-19
- 43.18%
$41.35 - $49.99 $786 - $950
25 $1.22M
DLR
Digital Realty Trust, Inc.

Real Estate
-4
- 80.0%
$156.46 - $195.69 $626 - $783
1 $179K
CSL
Carlisle Companies Inc

Industrials
-1
- 33.33%
$368.67 - $480.91 $369 - $481
2 $738K
FTNT
Fortinet, Inc.

Technology
-19
- 27.14%
$76.49 - $99.21 $1.45K - $1.88K
51 $4.82M
RS
Reliance Steel & Aluminum CO

Basic Materials
-1
- 5.88%
$264.2 - $326.32 $264 - $326
16 $4.31M
VRSK
Verisk Analytics, Inc.

Industrials
-3
- 8.33%
$262.86 - $294.75 $789 - $884
33 $9.18M
HBAN
Huntington Bancshares Inc

Financial Services
-47
- 32.87%
$14.18 - $18.2 $666 - $855
96 $1.58M
MDB
Mongo Db, Inc.

Technology
-1
- 12.5%
$232.81 - $350.13 $233 - $350
7 $1.63M
MRNA
Moderna, Inc.

Healthcare
-3
- 18.75%
$36.85 - $63.93 $111 - $192
13 $541K
AJG
Arthur J. Gallagher & Co.

Financial Services
-2
- 11.11%
$278.49 - $315.16 $557 - $630
16 $4.54M
UNM
Unum Group

Financial Services
-11
- 50.0%
$58.88 - $77.07 $648 - $848
11 $807K
BP
Bp PLC

Energy
-1
- 0.39%
$28.16 - $33.14 $28.2 - $33.1
257 $7.6M
BA
Boeing CO

Industrials
-8
- 21.05%
$138.14 - $180.72 $1.11K - $1.45K
30 $5.31M
O
Realty Income Corp

Real Estate
-3
- 10.71%
$51.76 - $64.71 $155 - $194
25 $1.34M
ALLY
Ally Financial Inc.

Financial Services
-11
- 21.15%
$34.12 - $39.98 $375 - $440
41 $1.48M
SYK
Stryker Corp

Healthcare
-1
- 25.0%
$345.14 - $392.15 $345 - $392
3 $1.08M
ROST
Ross Stores, Inc.

Consumer Cyclical
-3
- 2.48%
$138.59 - $156.61 $416 - $470
118 $17.9M
TTD
Trade Desk, Inc.

Technology
-5
- 13.89%
$108.7 - $139.51 $544 - $698
31 $3.64M
LSTR
Landstar System Inc

Industrials
-1
- 20.0%
$171.86 - $192.81 $172 - $193
4 $690K
WMS
Advanced Drainage Systems, Inc.

Industrials
-1
- 33.33%
$114.63 - $163.52 $115 - $164
2 $232K
EMN
Eastman Chemical CO

Basic Materials
-2
Closed
$90.03 - $110.64 $180 - $221
0 $2K
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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