Values First Advisors, Inc. Incresed Positions in Q3 2024

Values First Advisors, Inc.

  • $182 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
80.6K
+ 104.13%
$57.74 - $59.13 $4.65M - $4.76M
158K $9.32M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
15K
+ 39.67%
$81.31 - $83.29 $1.22M - $1.25M
52.7K $4.39M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1.2K
+ 15.81%
$233.81 - $287.01 $281K - $344K
8.79K $2.42M
DHI
Horton D R Inc

Consumer Cyclical
604
+ 6.8%
$135.21 - $197.06 $81.7K - $119K
9.48K $1.81M
MPWR
Monolithic Power Systems Inc

Technology
182
+ 5.16%
$757.04 - $947.16 $138K - $172K
3.71K $3.43M
EVH
Evolent Health, Inc.

Healthcare
5.58K
+ 21.03%
$18.41 - $32.97 $103K - $184K
32.1K $908K
VST
Vistra Corp.

Utilities
1.73K
+ 46.19%
$69.0 - $119.06 $119K - $206K
5.47K $648K
EXAS
Exact Sciences Corp

Healthcare
1.86K
+ 24.11%
$42.43 - $70.83 $78.8K - $132K
9.56K $650K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.52K
+ 2.35%
$100.09 - $100.69 $252K - $253K
110K $11M
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
3.97K
+ 20.1%
$33.68 - $44.74 $134K - $178K
23.7K $925K
IEF
Ishares Barclays

ETFs
945
+ 2.93%
$92.67 - $99.14 $87.6K - $93.7K
33.2K $3.26M
ODFL
Old Dominion Freight Line, Inc.

Industrials
352
+ 4.63%
$178.41 - $210.18 $62.8K - $74K
7.96K $1.58M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
994
+ 3.76%
$114.73 - $120.23 $114K - $120K
27.4K $3.28M
WCN
Waste Connections, Inc.

Industrials
1.06K
+ 13.49%
$173.92 - $186.5 $185K - $198K
8.94K $1.6M
LOW
Lowes Companies Inc

Consumer Cyclical
275
+ 9.84%
$213.3 - $270.78 $58.7K - $74.5K
3.07K $831K
GLBE
Global E Online Ltd.

Consumer Cyclical
4.31K
+ 49.18%
$31.53 - $38.44 $136K - $166K
13.1K $502K
COLL
Collegium Pharmaceutical, Inc

Healthcare
1.42K
+ 8.35%
$31.4 - $39.07 $44.6K - $55.4K
18.4K $711K
MTD
Mettler Toledo International Inc

Healthcare
46
+ 5.91%
$1308.0 - $1521.03 $60.2K - $70K
824 $1.24M
ROL
Rollins Inc

Consumer Cyclical
2.35K
+ 15.73%
$45.93 - $51.4 $108K - $121K
17.3K $875K
TOST
Toast, Inc.

Technology
2.16K
+ 6.9%
$22.71 - $28.31 $49.1K - $61.3K
33.5K $948K
IDXX
Idexx Laboratories Inc

Healthcare
189
+ 8.85%
$455.08 - $517.19 $86K - $97.7K
2.32K $1.17M
NEAR
Blackrock Short Maturity Bond

ETFs
1.5K
+ 2.82%
$50.09 - $51.31 $75.2K - $77.1K
54.7K $2.8M
OHI
Omega Healthcare Investors Inc

Real Estate
108
+ 0.58%
$33.55 - $41.29 $3.62K - $4.46K
18.7K $758K
MNDY
Monday.Com Ltd.

Technology
32
+ 1.06%
$202.41 - $281.64 $6.48K - $9.01K
3.06K $850K
PWR
Quanta Services, Inc.

Industrials
201
+ 16.78%
$239.58 - $298.23 $48.2K - $59.9K
1.4K $416K
NTNX
Nutanix, Inc.

Technology
1.56K
+ 22.54%
$46.0 - $63.19 $71.6K - $98.4K
8.47K $501K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
39
+ 6.93%
$1015.62 - $1159.62 $39.6K - $45.2K
602 $693K
TLT
Ishares Barclays 20+ Year Trea

ETFs
186
+ 1.53%
$89.91 - $101.33 $16.7K - $18.8K
12.4K $1.21M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
211
+ 1.93%
$100.75 - $111.62 $21.3K - $23.6K
11.2K $1.22M
PANW
Palo Alto Networks Inc

Technology
213
+ 20.99%
$294.18 - $368.01 $62.7K - $78.4K
1.23K $419K
FLYW
Flywire Corp

Technology
3.81K
+ 13.62%
$15.63 - $18.99 $59.5K - $72.3K
31.7K $520K
RELY
Remitly Global, Inc.

Technology
3.43K
+ 30.15%
$12.07 - $14.58 $41.4K - $50K
14.8K $197K
SPGI
S&P Global Inc.

Financial Services
2
+ 0.31%
$446.32 - $527.38 $893 - $1.05K
657 $339K
WMB
Williams Companies, Inc.

Energy
408
+ 4.64%
$41.24 - $46.22 $16.8K - $18.9K
9.2K $419K
ROP
Roper Technologies Inc

Industrials
114
+ 4.59%
$515.25 - $576.55 $58.7K - $65.7K
2.6K $1.45M
ISRG
Intuitive Surgical Inc

Healthcare
10
+ 1.24%
$416.14 - $494.01 $4.16K - $4.94K
818 $401K
CPRT
Copart Inc

Consumer Cyclical
1.03K
+ 14.55%
$49.19 - $55.54 $50.8K - $57.4K
8.13K $426K
RPRX
Royalty Pharma PLC

Healthcare
738
+ 7.63%
$25.63 - $29.27 $18.9K - $21.6K
10.4K $294K
NVDA
Nvidia Corp

Technology
340
+ 12.23%
$98.91 - $134.91 $33.6K - $45.9K
3.12K $378K
CLDX
Celldex Therapeutics, Inc.

Healthcare
2.85K
+ 13.38%
$32.06 - $44.56 $91.5K - $127K
24.2K $821K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
291
+ 3.12%
$98.97 - $99.59 $28.8K - $29K
9.63K $959K
WDAY
Workday, Inc.

Technology
2
+ 0.16%
$207.75 - $264.68 $416 - $529
1.24K $302K
GERN
Geron Corp

Healthcare
3.67K
+ 13.58%
$4.17 - $4.99 $15.3K - $18.3K
30.7K $139K
ARDX
Ardelyx, Inc.

Healthcare
5.89K
+ 14.58%
$5.28 - $7.57 $31.1K - $44.6K
46.3K $318K
ISMD
Northern Lts Fd Tr Iv

ETFs
36
+ 3.99%
$34.03 - $38.37 $1.23K - $1.38K
939 $35K
TREX
Trex CO Inc

Industrials
822
+ 12.27%
$59.17 - $85.82 $48.6K - $70.5K
7.52K $500K
ALV
Autoliv Inc

Consumer Cyclical
392
+ 16.12%
$89.98 - $111.1 $35.3K - $43.6K
2.82K $263K
DV
Double Verify Holdings, Inc.

Technology
2.04K
+ 17.29%
$16.84 - $21.58 $34.3K - $43.9K
13.8K $232K
Annaly Capital Management In
482
+ 1.71%
N/A
28.7K $0
Activity Summary
Buys All Purchases 171 New Holdings 112 Increased Positions 59 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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