Values First Advisors, Inc. Purchases in Q4 2025

Values First Advisors, Inc.

  • $181 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
2.72K
+ 456.71%
$835.79 - $946.29 $2.28M - $2.58M
3.32K $2.77M
IAU
Ishares Gold Trust

ETFs
21.7K
New
$72.65 - $82.5 $1.57M - $1.79M
21.7K $1.67M
GLD
Spdr Gold Trust

ETFs
4.28K
New
$354.79 - $403.15 $1.52M - $1.73M
4.28K $1.61M
ARGX
Argenx Se

Healthcare
1.03K
New
$767.33 - $907.98 $787K - $931K
1.03K $930K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
5.44K
New
$118.79 - $161.47 $646K - $878K
5.44K $867K
ASML
Asml Holding Nv

Technology
846
New
$936.19 - $1075.45 $792K - $910K
846 $862K
SLV
I Shares Silver Trust

ETFs
17.6K
New
$42.4 - $49.17 $746K - $866K
17.6K $809K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.8K
New
$280.66 - $305.09 $506K - $550K
1.8K $508K
VGSH
Vanguard

ETFs
8.13K
+ 5.3%
$58.64 - $58.96 $477K - $479K
161K $9.48M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.94K
+ 5.99%
$82.69 - $83.12 $408K - $411K
87.4K $7.24M
SAP
Sap Se

Technology
1.57K
New
$238.9 - $280.46 $374K - $439K
1.57K $374K
AMD
Advanced Micro Devices Inc

Technology
1.37K
New
$164.01 - $264.33 $224K - $361K
1.37K $328K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
6.62K
+ 5.07%
$48.64 - $48.99 $322K - $324K
137K $6.68M
MDT
Medtronic PLC

Healthcare
3.02K
+ 140.92%
$90.06 - $98.43 $272K - $297K
5.16K $497K
NEAR
Blackrock Short Maturity Bond

ETFs
5.27K
+ 6.24%
$51.08 - $51.37 $269K - $271K
89.8K $4.59M
TRIN
Trinity Capital Inc.

Financial Services
17.4K
New
$14.41 - $15.58 $251K - $271K
17.4K $256K
DELL
Dell Technologies Inc.

Technology
1.87K
New
$133.76 - $164.88 $250K - $309K
1.87K $250K
AVGO
Broadcom Inc.

Technology
618
+ 20.61%
$324.63 - $385.98 $201K - $239K
3.62K $1.24M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.53K
+ 5.85%
$100.33 - $100.69 $254K - $255K
45.7K $4.6M
MDB
Mongo Db, Inc.

Technology
675
New
$313.81 - $373.89 $212K - $252K
675 $238K
IEF
Ishares Barclays

ETFs
2.4K
+ 4.52%
$96.12 - $97.72 $231K - $235K
55.5K $5.35M
PCVX
Vaxcyte, Inc.

Healthcare
4.68K
New
$38.03 - $48.69 $178K - $228K
4.68K $226K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.91K
+ 4.42%
$119.13 - $120.38 $228K - $230K
45.1K $5.39M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.49K
+ 6.58%
$91.46 - $91.76 $228K - $228K
40.3K $3.69M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
5.09K
+ 298.42%
$39.83 - $41.72 $203K - $212K
6.8K $273K
CLDX
Celldex Therapeutics, Inc.

Healthcare
7.73K
New
$22.67 - $27.91 $175K - $216K
7.73K $197K
DTM
Dt Midstream, Inc.

Energy
1.7K
New
$105.61 - $115.94 $180K - $197K
1.7K $197K
WELL
Welltower Inc.

Real Estate
481
+ 7.72%
$165.94 - $193.82 $79.8K - $93.2K
6.71K $1.3M
RPRX
Royalty Pharma PLC

Healthcare
3.12K
+ 18.27%
$35.44 - $40.78 $111K - $127K
20.2K $791K
LBRT
Liberty Energy Inc.

Energy
11.4K
New
$11.94 - $18.94 $136K - $216K
11.4K $181K
BIBL
Northern Lts Fd Tr Iv

ETFs
3.95K
+ 36.4%
$43.57 - $45.74 $172K - $181K
14.8K $657K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
1.68K
+ 11.91%
$99.21 - $99.52 $166K - $167K
15.7K $1.56M
SPGI
S&P Global Inc.

Financial Services
317
+ 16.72%
$472.05 - $502.96 $150K - $159K
2.21K $1.08M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.61K
+ 5.07%
$100.37 - $100.72 $161K - $162K
33.4K $3.35M
LLY
Eli Lilly & CO

Healthcare
60
+ 16.81%
$799.57 - $1025.28 $48K - $61.5K
417 $426K
CEG
Constellation Energy Corp

Utilities
405
+ 26.2%
$335.74 - $401.43 $136K - $163K
1.95K $660K
AXP
American Express CO

Financial Services
316
+ 9.53%
$316.26 - $372.77 $99.9K - $118K
3.63K $1.24M
NVDA
Nvidia Corp

Technology
671
+ 6.39%
$179.83 - $207.04 $121K - $139K
11.2K $2.08M
OHI
Omega Healthcare Investors Inc

Real Estate
1.86K
+ 9.27%
$39.41 - $44.12 $73.3K - $82.1K
21.9K $964K
STAG
Stag Industrial, Inc.

Real Estate
1.29K
+ 8.74%
$35.5 - $39.43 $45.8K - $50.9K
16.1K $616K
PANW
Palo Alto Networks Inc

Technology
415
+ 15.92%
$204.77 - $221.38 $85K - $91.9K
3.02K $620K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
2.07K
+ 20.0%
$44.97 - $46.55 $92.9K - $96.2K
12.4K $559K
TLT
Ishares Barclays 20+ Year Trea

ETFs
945
+ 4.52%
$88.67 - $92.06 $83.8K - $87K
21.9K $1.94M
INTU
Intuit Inc

Technology
166
+ 17.6%
$641.79 - $683.39 $107K - $113K
1.11K $716K
KLAC
Kla Corp

Technology
41
+ 17.23%
$982.75 - $1235.28 $40.3K - $50.6K
279 $316K
ROK
Rockwell Automation, Inc

Industrials
87
+ 14.77%
$333.75 - $394.54 $29K - $34.3K
676 $254K
ETR
Entergy Corp

Utilities
391
+ 13.12%
$93.4 - $97.65 $36.5K - $38.2K
3.37K $320K
BSX
Boston Scientific Corp

Healthcare
275
+ 9.37%
$94.95 - $104.98 $26.1K - $28.9K
3.21K $329K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
370
+ 2.02%
$102.37 - $105.36 $37.9K - $39K
18.7K $1.92M
Activity Summary
Buys All Purchases 87 New Holdings 24 Increased Positions 63 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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