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
TT
Trane Technologies PLC

Industrials
110
+ 2.45%
$408.5 - $448.65 $44.9K - $49.4K
4.61K $1.93M
TPIF
Timothy Plan Intl ETF (De)

ETFs
656
+ 23.69%
$32.8 - $34.5 $21.5K - $22.6K
3.43K $116K
EXR
Extra Space Storage Inc.

Real Estate
295
+ 7.79%
$130.5 - $152.09 $38.5K - $44.9K
4.08K $542K
KIM
Kimco Realty Corp

Real Estate
2.22K
+ 8.04%
$20.24 - $22.41 $44.9K - $49.7K
29.8K $608K
GBIL
Goldman Sachs Access Treasury

ETFs
41
+ 1.69%
$99.91 - $100.24 $4.1K - $4.11K
2.46K $246K
HBAN
Huntington Bancshares Inc

Financial Services
1.95K
+ 10.85%
$15.16 - $17.21 $29.6K - $33.6K
20K $313K
OALC
Unified Ser Tr Oneascent Large
3.53K
+ 88.17%
N/A
7.52K $0
Arista Networks Inc
3.31K
New
N/A
3.31K $0
Annaly Capital Management In
3.7K
+ 11.24%
N/A
36.6K $0
Angel Studios Inc
25.1K
New
N/A
25.1K $0
Strategy Shs
15.9K
+ 85.15%
N/A
34.6K $0
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
35
+ 1.53%
$23.98 - $24.37 $839 - $853
2.32K $55K
ISMD
Northern Lts Fd Tr Iv

ETFs
15
+ 3.74%
$37.19 - $39.32 $558 - $590
416 $15K
Strategy Shs
3.12K
New
N/A
3.12K $0
Strategy Shs
4.19K
New
N/A
4.19K $0
Strategy Shs
4.52K
+ 52.77%
N/A
13.1K $0
Unified Ser Tr
825
New
N/A
825 $0
OAIM
Unified Ser Tr Oneascent Intl
639
+ 11.74%
N/A
6.08K $0
Ferguson Enterprises Inc
183
+ 17.05%
N/A
1.26K $0
Ge Vernova Inc
221
+ 7.12%
N/A
3.32K $0
Elevation Series Trust
9.01K
New
N/A
9.01K $0
Linde PLC
174
+ 8.62%
N/A
2.19K $0
Lam Research Corp
86
+ 1.02%
N/A
8.54K $0
SITM
Sitime Corp

Technology
88
+ 5.02%
$265.49 - $339.81 $23.4K - $29.9K
1.84K $520K
AJG
Arthur J. Gallagher & Co.

Financial Services
154
+ 14.23%
$242.98 - $310.48 $37.4K - $47.8K
1.24K $319K
CDNS
Cadence Design Systems Inc

Technology
105
+ 7.36%
$314.93 - $353.36 $33.1K - $37.1K
1.53K $482K
COLD
Americold Realty Trust

Real Estate
639
+ 3.25%
$10.72 - $14.08 $6.85K - $9K
20.3K $218K
WY
Weyerhaeuser CO

Real Estate
643
+ 3.9%
$22.13 - $25.12 $14.2K - $16.2K
17.1K $379K
HD
Home Depot, Inc.

Consumer Cyclical
15
+ 1.4%
$358.03 - $397.02 $5.37K - $5.96K
1.09K $389K
ODFL
Old Dominion Freight Line, Inc.

Industrials
8
+ 0.12%
$132.29 - $144.78 $1.06K - $1.16K
6.53K $863K
HUBS
Hubspot Inc

Technology
27
+ 2.75%
$386.35 - $494.58 $10.4K - $13.4K
1.01K $400K
NNN
National Retail Properties, Inc.

Real Estate
138
+ 0.24%
$39.65 - $42.98 $5.47K - $5.93K
56.7K $2.34M
AXON
Axon Enterprise, Inc.

Industrials
66
+ 8.49%
$554.37 - $759.44 $36.6K - $50.1K
843 $467K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
321
+ 2.33%
$91.7 - $105.68 $29.4K - $33.9K
14.1K $1.39M
URI
United Rentals, Inc.

Industrials
41
+ 4.21%
$806.61 - $1020.0 $33.1K - $41.8K
1.02K $818K
MAA
Mid America Apartment Communities Inc.

Real Estate
93
+ 0.61%
$126.28 - $138.0 $11.7K - $12.8K
15.4K $2.02M
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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