Valued Wealth Advisors LLC Portfolio Holdings
Q3 2025•629 long positions•$215.5M portfolio value
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Holding640 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $40.7M 18.88% | +$2.6M Bought | — 889.4K shares | 833.7K → 889.4K +$2.6M | +6.69% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $27.1M 12.56% | +$1.9M Bought | — 744.7K shares | 692.1K → 744.7K +$1.9M | +7.6% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $26.8M 12.42% | +$2.2M Bought | — 269.0K shares | 247.1K → 269.0K +$2.2M | +8.85% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $25.4M 11.77% | +$2.2M Bought | — 526.3K shares | 481.5K → 526.3K +$2.2M | +9.3% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $14.2M 6.59% | +$399.8K Bought | — 159.5K shares | 155.0K → 159.5K +$399.8K | +2.9% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $13.0M 6.04% | +$662.9K Bought | — 173.4K shares | 164.6K → 173.4K +$662.9K | +5.36% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $12.6M 5.83% | +$991.9K Bought | — 173.8K shares | 160.0K → 173.8K +$991.9K | +8.58% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $6.2M 2.87% | -$58.0K Sold | — 106.4K shares | 107.4K → 106.4K −$58.0K | -0.93% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $6.0M 2.78% | -$58.3K Sold | — 155.4K shares | 156.9K → 155.4K −$58.3K | -0.96% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.7M 2.16% | -$81.1K Sold | — 59.1K shares | 60.1K → 59.1K −$81.1K | -1.71% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.9M 1.82% | +$377.2K Bought | — 88.4K shares | 79.9K → 88.4K +$377.2K | +10.62% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.8M 1.32% | -$40.9K Sold | — 63.9K shares | 64.8K → 63.9K −$40.9K | -1.42% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.8M 1.29% | -$12.6K Sold | — 25.5K shares | 25.6K → 25.5K −$12.6K | -0.45% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.4M 1.12% | -$36.7K Sold | — 68.1K shares | 69.2K → 68.1K −$36.7K | -1.49% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.3M 1.05% | -$44.5K Sold | — 72.1K shares | 73.5K → 72.1K −$44.5K | -1.92% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.1M 0.971% | -$102.4K Sold | — 46.8K shares | 49.1K → 46.8K −$102.4K | -4.66% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.7M 0.775% | -$1.4K Sold | — 36.2K shares | 36.2K → 36.2K −$1.4K | -0.09% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.2M 0.558% | -$2.7K Sold | — 16.6K shares | 16.7K → 16.6K −$2.7K | -0.22% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.1M 0.517% | -$2.9K Sold | — 19.8K shares | 19.8K → 19.8K −$2.9K | -0.26% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.0M 0.48% | -$13.9K Sold | — 22.1K shares | 22.4K → 22.1K −$13.9K | -1.33% | — — | Q4 2023 Held for 1y 11m | |
Consumer Electronics Technology | $876.5K 0.407% | +$21.6K Bought | 0.0% 3.4K shares | 3.4K → 3.4K +$21.6K | +2.53% | $3.78T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $872.2K 0.405% | -$3.3K Sold | — 19.3K shares | 19.3K → 19.3K −$3.3K | -0.38% | — — | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $771.0K 0.358% | — | 0.0% 1.5K shares | — | — | $3.85T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $756.9K 0.351% | -$200.2 Sold | — 22.7K shares | 22.7K → 22.7K −$200.2 | -0.03% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $740.5K 0.344% | +$63.7 Bought | — 23.3K shares | 23.3K → 23.3K +$63.7 | +0.01% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $659.9K 0.306% | — | — 986.0 shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $572.0K 0.265% | -$13.6K Sold | — 26.5K shares | 27.1K → 26.5K −$13.6K | -2.33% | — — | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $505.0K 0.234% | +$22.0K Bought | 0.0% 2.7K shares | 2.6K → 2.7K +$22.0K | +4.56% | $4.54T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $474.3K 0.22% | -$6.0K Sold | — 10.0K shares | 10.2K → 10.0K −$6.0K | -1.26% | — — | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $333.8K 0.155% | +$10.3K Bought | 0.0% 454.0 shares | 440.0 → 454.0 +$10.3K | +3.18% | $1.84T Mega Cap | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $328.5K 0.152% | +$14.1K Bought | 0.0% 1.5K shares | 1.4K → 1.5K +$14.1K | +4.47% | $2.34T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $322.9K 0.15% | -$22.8K Sold | — 3.2K shares | 3.5K → 3.2K −$22.8K | -6.59% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $286.7K 0.133% | -$25.5K Sold | — 4.2K shares | 4.6K → 4.2K −$25.5K | -8.18% | — — | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $278.4K 0.129% | +$8.0K Bought | 0.0% 1.1K shares | 1.1K → 1.1K +$8.0K | +2.97% | $2.95T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $276.1K 0.128% | — | — 839.0 shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Oil & Gas Integrated Energy | $254.6K 0.118% | -$7.7K Sold | 0.0% 2.3K shares | 2.3K → 2.3K −$7.7K | -2.92% | $480.68B Mega Cap | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $235.9K 0.109% | +$5.4K Bought | 0.0% 968.0 shares | 946.0 → 968.0 +$5.4K | +2.33% | $2.95T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $228.0K 0.106% | — | — 1.9K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $220.7K 0.102% | -$2.0K Sold | 0.0% 669.0 shares | 675.0 → 669.0 −$2.0K | -0.89% | $1.56T Mega Cap | Q4 2023 Held for 1y 11m | |
Banks - Diversified Financial Services | $220.5K 0.102% | +$6.6K Bought | 0.0% 699.0 shares | 678.0 → 699.0 +$6.6K | +3.1% | $867.35B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $209.3K 0.097% | -$2.0K Sold | — 1.7K shares | 1.7K → 1.7K −$2.0K | -0.93% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $203.2K 0.094% | — | — 338.0 shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $185.8K 0.086% | — | — 2.7K shares | — | — | — — | Q4 2024 Held for 11 months | |
Auto - Manufacturers Consumer Cyclical | $180.1K 0.084% | +$2.2K Bought | 0.0% 405.0 shares | 400.0 → 405.0 +$2.2K | +1.25% | $1.48T Mega Cap | Q4 2023 Held for 1y 11m | |
Discount Stores Consumer Defensive | $172.2K 0.08% | +$5.6K Bought | 0.0% 186.0 shares | 180.0 → 186.0 +$5.6K | +3.33% | $410.27B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $147.1K 0.068% | — | — 785.0 shares | — | — | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $142.9K 0.066% | -$3.6K Sold | — 1.6K shares | 1.6K → 1.6K −$3.6K | -2.43% | — — | Q4 2023 Held for 1y 11m | |
Insurance - Diversified Financial Services | $135.2K 0.063% | +$1.0K Bought | 0.0% 269.0 shares | 267.0 → 269.0 +$1.0K | +0.75% | $1.08T Mega Cap | Q4 2023 Held for 1y 11m | |
Entertainment Communication Services | $131.9K 0.061% | +$2.4K Bought | 0.0% 110.0 shares | 108.0 → 110.0 +$2.4K | +1.85% | $509.45B Mega Cap | Q4 2023 Held for 1y 11m | |
Telecommunications Services Communication Services | $131.0K 0.061% | +$875.4 Bought | 0.0% 4.6K shares | 4.6K → 4.6K +$875.4 | +0.67% | $201.93B Mega Cap | Q4 2023 Held for 1y 11m |
