Values First Advisors, Inc. Incresed Positions 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
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
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
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
IEF
Ishares Barclays

ETFs
2.4K
+ 4.52%
$96.12 - $97.72 $231K - $235K
55.5K $5.35M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.91K
+ 4.42%
$119.13 - $120.38 $228K - $230K
45.1K $5.39M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
5.09K
+ 298.42%
$39.83 - $41.72 $203K - $212K
6.8K $273K
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
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
BSX
Boston Scientific Corp

Healthcare
275
+ 9.37%
$94.95 - $104.98 $26.1K - $28.9K
3.21K $329K
ETR
Entergy Corp

Utilities
391
+ 13.12%
$93.4 - $97.65 $36.5K - $38.2K
3.37K $320K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
370
+ 2.02%
$102.37 - $105.36 $37.9K - $39K
18.7K $1.92M
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
OAIM
Unified Ser Tr Oneascent Intl
639
+ 11.74%
N/A
6.08K $0
Annaly Capital Management In
3.7K
+ 11.24%
N/A
36.6K $0
Strategy Shs
4.52K
+ 52.77%
N/A
13.1K $0
Strategy Shs
15.9K
+ 85.15%
N/A
34.6K $0
OALC
Unified Ser Tr Oneascent Large
3.53K
+ 88.17%
N/A
7.52K $0
ISMD
Northern Lts Fd Tr Iv

ETFs
15
+ 3.74%
$37.19 - $39.32 $558 - $590
416 $15K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
35
+ 1.53%
$23.98 - $24.37 $839 - $853
2.32K $55K
Lam Research Corp
86
+ 1.02%
N/A
8.54K $0
Ferguson Enterprises Inc
183
+ 17.05%
N/A
1.26K $0
Ge Vernova Inc
221
+ 7.12%
N/A
3.32K $0
Linde PLC
174
+ 8.62%
N/A
2.19K $0
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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