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Valued Retirements, Inc.
Valued Retirements, Inc. is an institution, managing $88.6M across 89 long positions as of Q3 2025 with 68% ETF concentration.
- Portfolio Value
- $88.6M
- Positions
- 89
- Top Holding
- QQQ at 5.94%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Valued Retirements, Inc.'s portfolio (43.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $5.3M | 5.94% | — | — 9.5K shares | |
ETF ETF | $4.8M | 5.44% | — | — 112.6K shares | |
ETF ETF | $4.6M | 5.14% | — | — 87.5K shares | |
ETF ETF | $4.4M | 4.98% | — | — 7.8K shares | |
Oil & Gas Integrated Energy | $4.2M | 4.76% | — | 0.00% 39.1K shares | |
Unknown Unknown | $3.4M | 3.83% | — | — 133.9K shares | |
Consumer Electronics Technology | $3.1M | 3.47% | — | 0.00% 15.0K shares | |
ETF ETF | $3.1M | 3.46% | — | — 51.1K shares | |
ETF ETF | $2.7M | 3.05% | — | — 62.5K shares | |
ETF ETF | $2.7M | 2.99% | — | — 10.8K shares |
Analytics
Portfolio insights and performance metrics for Valued Retirements, Inc.
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