The Analysis of Valued Wealth Advisors LLC's Holdings


Currently, Valued Wealth Advisors LLC holds 643 types of securities in its portfolio with a total value $227.4M. In the most recent quarter, they have increased their positions in AVUV (+10.9K shares, valued at $1.1M), DFSD (+20.1K shares, valued at $966.1K), DFAI (+25.1K shares, valued at $957.6K); decreased their positions in N/A (-304 shares, valued at $186.9K), IVV (-259 shares, valued at $177.4K), DFAT (-2.3K shares, valued at $137.1K); initiated new positions in SMA (+16.6K shares, valued at $514.5K), XLK (+440 shares, valued at $63.3K), SPYM (+433 shares, valued at $34.7K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
DFAU DIMENSIONAL ETF TRUST902.1K shares1.42%2025-12-312026-01-30history
DFAI DIMENSIONAL ETF TRUST769.8K shares3.37%2025-12-312026-01-30history
AVUV AMERICAN CENTY ETF TR279.9K shares4.06%2025-12-312026-01-30history
DFSD DIMENSIONAL ETF TRUST546.4K shares3.83%2025-12-312026-01-30history
AVDV AMERICAN CENTY ETF TR162.7K shares1.99%2025-12-312026-01-30history
AVEM AMERICAN CENTY ETF TR176.4K shares1.71%2025-12-312026-01-30history
AVLV AMERICAN CENTY ETF TR178.2K shares2.58%2025-12-312026-01-30history
DFAT DIMENSIONAL ETF TRUST104.1K shares-2.16%2025-12-312026-01-30history
Sponsored
DFAC DIMENSIONAL ETF TRUST154.7K shares-0.42%2025-12-312026-01-30history
AVDE AMERICAN CENTY ETF TR57.9K shares-1.99%2025-12-312026-01-30history
AVRE AMERICAN CENTY ETF TR93.5K shares5.81%2025-12-312026-01-30history
FNDC SCHWAB STRATEGIC TR64.4K shares0.83%2025-12-312026-01-30history
AVUS AMERICAN CENTY ETF TR25.2K shares-1.15%2025-12-312026-01-30history
IVLU ISHARES TR68.5K shares0.57%2025-12-312026-01-30history
DFAE DIMENSIONAL ETF TRUST72.0K shares-0.13%2025-12-312026-01-30history
DFUV DIMENSIONAL ETF TRUST46.1K shares-1.55%2025-12-312026-01-30history
Sponsored
DFIV DIMENSIONAL ETF TRUST35.6K shares-1.65%2025-12-312026-01-30history
AAPL APPLE INC4.7K shares37.57%2025-12-312026-01-30history
DFUS DIMENSIONAL ETF TRUST16.3K shares-2.15%2025-12-312026-01-30history
XSVM INVESCO EXCHANGE TRADED FD T18.9K shares-4.51%2025-12-312026-01-30history
SPEM SPDR INDEX SHS FDS21.6K shares-2.14%2025-12-312026-01-30history
ISVL ISHARES TR19.3K shares0.05%2025-12-312026-01-30history
DFSV DIMENSIONAL ETF TRUST23.6K shares1.32%2025-12-312026-01-30history
MSFT MICROSOFT CORP1.6K shares6.38%2025-12-312026-01-30history
Sponsored
SCHE SCHWAB STRATEGIC TR22.9K shares1.16%2025-12-312026-01-30history
NVDA NVIDIA CORPORATION3.1K shares15.45%2025-12-312026-01-30history
SCHH SCHWAB STRATEGIC TR26.0K shares-1.90%2025-12-312026-01-30history
SMA SMARTSTOP SELF STORAG REIT I16.6K sharesnew addition2025-12-312026-01-30history
IVV ISHARES TR727 shares-26.27%2025-12-312026-01-30history
AVSF AMERICAN CENTY ETF TR10.0K shares-0.10%2025-12-312026-01-30history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL879 shares226.77%2025-12-312026-01-30history
AMZN AMAZON COM INC1.8K shares22.66%2025-12-312026-01-30history
Sponsored
ALPHABET INC ALPHABET INC1.3K shares12.66%2025-12-312026-01-30history
ALPHABET INC ALPHABET INC1.1K shares13.95%2025-12-312026-01-30history
IUSV ISHARES TR3.2K shares-0.50%2025-12-312026-01-30history
XOM EXXON MOBIL CORP2.5K shares11.78%2025-12-312026-01-30history
META META PLATFORMS INC454 shares0.00%2025-12-312026-01-30history
DFAS DIMENSIONAL ETF TRUST4.2K shares0.00%2025-12-312026-01-30history
JPM JPMORGAN CHASE & CO.791 shares13.16%2025-12-312026-01-30history
VTI VANGUARD INDEX FDS760 shares-9.42%2025-12-312026-01-30history
Sponsored
BROADCOM INC BROADCOM INC688 shares2.84%2025-12-312026-01-30history
IJR ISHARES TR1.9K shares0.00%2025-12-312026-01-30history
HDV ISHARES TR1.7K shares0.00%2025-12-312026-01-30history
TSLA TESLA INC443 shares9.38%2025-12-312026-01-30history
DGRO ISHARES TR2.7K shares0.00%2025-12-312026-01-30history
COST COSTCO WHSL CORP NEW197 shares5.91%2025-12-312026-01-30history
V VISA INC479 shares36.47%2025-12-312026-01-30history
VTV VANGUARD INDEX FDS785 shares0.00%2025-12-312026-01-30history
Sponsored
WMT WALMART INC1.3K shares2.47%2025-12-312026-01-30history
VNQ VANGUARD INDEX FDS1.6K shares1.73%2025-12-312026-01-30history
ABBV ABBVIE INC554 shares2.97%2025-12-312026-01-30history
HD HOME DEPOT INC366 shares20.79%2025-12-312026-01-30history
LLY ELI LILLY & CO117 shares10.38%2025-12-312026-01-30history
JNJ JOHNSON & JOHNSON608 shares8.96%2025-12-312026-01-30history
RTX RTX CORPORATION658 shares1.08%2025-12-312026-01-30history
AMD ADVANCED MICRO DEVICES INC517 shares73.49%2025-12-312026-01-30history
Sponsored
NFLX NETFLIX INC1.2K shares964.55%2025-12-312026-01-30history
TRV TRAVELERS COMPANIES INC363 shares6.45%2025-12-312026-01-30history
AVGE AMERICAN CENTY ETF TR1.2K shares10.46%2025-12-312026-01-30history
T AT&T INC3.9K shares-16.36%2025-12-312026-01-30history
ADP AUTOMATIC DATA PROCESSING IN369 shares-16.14%2025-12-312026-01-30history
LAM RESEARCH CORP LAM RESEARCH CORP546 shares20.00%2025-12-312026-01-30history
GILD GILEAD SCIENCES INC711 shares12.50%2025-12-312026-01-30history
TXN TEXAS INSTRS INC481 shares0.63%2025-12-312026-01-30history
Sponsored
IBKR INTERACTIVE BROKERS GROUP IN1.3K shares1243.75%2025-12-312026-01-30history
BAC BANK AMERICA CORP1.4K shares5.07%2025-12-312026-01-30history
WM WASTE MGMT INC DEL356 shares-1.11%2025-12-312026-01-30history
UNP UNION PAC CORP336 shares13.51%2025-12-312026-01-30history
EFA ISHARES TR797 shares0.00%2025-12-312026-01-30history
TJX TJX COS INC NEW488 shares14.02%2025-12-312026-01-30history
MA MASTERCARD INCORPORATED123 shares5.13%2025-12-312026-01-30history
VBK VANGUARD INDEX FDS225 shares0.00%2025-12-312026-01-30history
Sponsored
HON HONEYWELL INTL INC348 shares16.78%2025-12-312026-01-30history
ISHARES GOLD TR ISHARES GOLD TR835 shares-0.60%2025-12-312026-01-30history
CSCO CISCO SYS INC866 shares2.49%2025-12-312026-01-30history
PG PROCTER AND GAMBLE CO464 shares-7.75%2025-12-312026-01-30history
WFC WELLS FARGO CO NEW701 shares5.26%2025-12-312026-01-30history
TSM TAIWAN SEMICONDUCTOR MFG LTD213 shares0.00%2025-12-312026-01-30history
CAT CATERPILLAR INC112 shares31.76%2025-12-312026-01-30history
XLK SELECT SECTOR SPDR TR440 sharesnew addition2025-12-312026-01-30history
Sponsored
NEE NEXTERA ENERGY INC767 shares29.78%2025-12-312026-01-30history
VZ VERIZON COMMUNICATIONS INC1.5K shares5.49%2025-12-312026-01-30history
VGT VANGUARD WORLD FD81 shares-14.74%2025-12-312026-01-30history
GS GOLDMAN SACHS GROUP INC69 shares9.52%2025-12-312026-01-30history
EMR EMERSON ELEC CO443 shares0.00%2025-12-312026-01-30history
MMM 3M CO357 shares0.56%2025-12-312026-01-30history
DISV DIMENSIONAL ETF TRUST1.5K shares13.31%2025-12-312026-01-30history
MGK VANGUARD WORLD FD134 shares-2.19%2025-12-312026-01-30history
Sponsored
UNH UNITEDHEALTH GROUP INC160 shares0.63%2025-12-312026-01-30history
EATON CORP PLC EATON CORP PLC164 shares0.00%2025-12-312026-01-30history
COF CAPITAL ONE FINL CORP208 shares11.23%2025-12-312026-01-30history
IBM INTERNATIONAL BUSINESS MACHS168 shares5.00%2025-12-312026-01-30history
TMUS T-MOBILE US INC244 shares40.23%2025-12-312026-01-30history
MU MICRON TECHNOLOGY INC168 shares20.86%2025-12-312026-01-30history
MERCK & CO INC MERCK & CO INC444 shares26.86%2025-12-312026-01-30history
ITW ILLINOIS TOOL WKS INC184 shares1.66%2025-12-312026-01-30history
Sponsored
CVX CHEVRON CORP NEW289 shares-5.86%2025-12-312026-01-30history
BKNG BOOKING HOLDINGS INC8 shares0.00%2025-12-312026-01-30history
ADI ANALOG DEVICES INC157 shares1.29%2025-12-312026-01-30history
APD AIR PRODS & CHEMS INC170 shares0.59%2025-12-312026-01-30history
ABT ABBOTT LABS330 shares2.17%2025-12-312026-01-30history
ORCL ORACLE CORP212 shares7.07%2025-12-312026-01-30history
AIG AMERICAN INTL GROUP INC475 shares7.22%2025-12-312026-01-30history
HIG HARTFORD INSURANCE GROUP INC291 shares11.49%2025-12-312026-01-30history
Sponsored
WMB WILLIAMS COS INC661 shares9.62%2025-12-312026-01-30history
AFL AFLAC INC359 shares-6.75%2025-12-312026-01-30history
QCOM QUALCOMM INC227 shares3.18%2025-12-312026-01-30history
AMAT APPLIED MATLS INC148 shares12.98%2025-12-312026-01-30history
MFC MANULIFE FINL CORP1.0K shares0.00%2025-12-312026-01-30history
KR KROGER CO593 shares-1.33%2025-12-312026-01-30history
VIG VANGUARD SPECIALIZED FUNDS168 shares-0.59%2025-12-312026-01-30history
WEC ENERGY GROUP INC WEC ENERGY GROUP INC343 shares0.00%2025-12-312026-01-30history
Sponsored
AMT AMERICAN TOWER CORP NEW200 shares0.00%2025-12-312026-01-30history
MCK MCKESSON CORP43 shares0.00%2025-12-312026-01-30history
LINDE PLC LINDE PLC83 shares1.22%2025-12-312026-01-30history
SPYM SPDR SERIES TRUST433 sharesnew addition2025-12-312026-01-30history
FAST FASTENAL CO854 shares0.83%2025-12-312026-01-30history
MMSI MERIT MED SYS INC386 shares0.00%2025-12-312026-01-30history
GEV GE VERNOVA INC52 shares333.33%2025-12-312026-01-30history
SCHW SCHWAB CHARLES CORP337 shares6.65%2025-12-312026-01-30history
Sponsored
CB CHUBB LIMITED104 shares4.00%2025-12-312026-01-30history
GWW WW GRAINGER INC32 shares10.34%2025-12-312026-01-30history
OWLET INC OWLET INC2.0K shares0.00%2025-12-312026-01-30history
USMV ISHARES TR340 shares0.00%2025-12-312026-01-30history
GM GENERAL MTRS CO390 shares25.81%2025-12-312026-01-30history
CMCSA COMCAST CORP NEW1.1K shares-11.10%2025-12-312026-01-30history
BK BANK NEW YORK MELLON CORP267 shares6.37%2025-12-312026-01-30history
NOBL PROSHARES TR296 shares-3.58%2025-12-312026-01-30history
Sponsored
NVR NVR INC4 shares0.00%2025-12-312026-01-30history
IVW ISHARES TR236 shares-56.22%2025-12-312026-01-30history
COP CONOCOPHILLIPS301 shares33.19%2025-12-312026-01-30history
KO COCA COLA CO400 shares7.82%2025-12-312026-01-30history
GE AEROSPACE GE AEROSPACE90 shares11.11%2025-12-312026-01-30history
DE DEERE & CO59 shares37.21%2025-12-312026-01-30history
KLAC KLA CORP22 shares15.79%2025-12-312026-01-30history
BLACKROCK INC BLACKROCK INC25 shares4.17%2025-12-312026-01-30history
Sponsored
BR BROADRIDGE FINL SOLUTIONS IN117 shares0.00%2025-12-312026-01-30history
SCHF SCHWAB STRATEGIC TR1.1K shares0.00%2025-12-312026-01-30history
CITIGROUP INC CITIGROUP INC218 shares-5.22%2025-12-312026-01-30history
SCHG SCHWAB STRATEGIC TR742 shares-0.93%2025-12-312026-01-30history
ITOT ISHARES TR162 shares0.00%2025-12-312026-01-30history
BE BLOOM ENERGY CORP277 shares0.00%2025-12-312026-01-30history
AMP AMERIPRISE FINL INC47 shares20.51%2025-12-312026-01-30history
MS MORGAN STANLEY130 shares15.04%2025-12-312026-01-30history
Sponsored
NSC NORFOLK SOUTHN CORP80 shares26.98%2025-12-312026-01-30history
SCHX SCHWAB STRATEGIC TR846 shares0.00%2025-12-312026-01-30history
BSX BOSTON SCIENTIFIC CORP237 shares1.72%2025-12-312026-01-30history
SPGI S&P GLOBAL INC43 shares2.38%2025-12-312026-01-30history
PGR PROGRESSIVE CORP97 shares-14.91%2025-12-312026-01-30history
QDPL PACER FDS TR503 shares-4.91%2025-12-312026-01-30history
EBAY EBAY INC.244 shares0.41%2025-12-312026-01-30history
CRM SALESFORCE INC79 shares12.86%2025-12-312026-01-30history
Sponsored
INVESCO QQQ TR INVESCO QQQ TR34 shares-89.94%2025-12-312026-01-30history
NOW SERVICENOW INC135 shares400.00%2025-12-312026-01-30history
APH AMPHENOL CORP NEW152 shares2.70%2025-12-312026-01-30history
TRGP TARGA RES CORP111 shares16.84%2025-12-312026-01-30history
AXP AMERICAN EXPRESS CO55 shares41.03%2025-12-312026-01-30history
AMGN AMGEN INC62 shares10.71%2025-12-312026-01-30history
VGK VANGUARD INTL EQUITY INDEX F243 shares0.00%2025-12-312026-01-30history
VRTX VERTEX PHARMACEUTICALS INC44 shares-16.98%2025-12-312026-01-30history
Sponsored
BLACKSTONE INC BLACKSTONE INC126 shares0.00%2025-12-312026-01-30history
QUAL ISHARES TR97 shares0.00%2025-12-312026-01-30history
ADSK AUTODESK INC65 shares0.00%2025-12-312026-01-30history
INTU INTUIT29 shares-3.33%2025-12-312026-01-30history
SPDW SPDR INDEX SHS FDS421 shares-0.24%2025-12-312026-01-30history
BWXT BWX TECHNOLOGIES INC107 shares0.94%2025-12-312026-01-30history
MET METLIFE INC233 shares16.50%2025-12-312026-01-30history
IDXX IDEXX LABS INC27 shares3.85%2025-12-312026-01-30history
Sponsored
PCAR PACCAR INC165 shares11.49%2025-12-312026-01-30history
PCG PG&E CORP1.1K shares-0.71%2025-12-312026-01-30history
MCD MCDONALDS CORP58 shares7.41%2025-12-312026-01-30history
RCL ROYAL CARIBBEAN GROUP64 shares18.52%2025-12-312026-01-30history
IUSB ISHARES TR373 shares-64.84%2025-12-312026-01-30history
LOW LOWES COS INC72 shares0.00%2025-12-312026-01-30history
DIS DISNEY WALT CO149 shares0.68%2025-12-312026-01-30history
DHI D R HORTON INC117 shares11.43%2025-12-312026-01-30history
Sponsored
SYF SYNCHRONY FINANCIAL201 shares16.18%2025-12-312026-01-30history
PHM PULTE GROUP INC139 shares5.30%2025-12-312026-01-30history
STLD STEEL DYNAMICS INC96 shares1.05%2025-12-312026-01-30history
TPR TAPESTRY INC124 shares10.71%2025-12-312026-01-30history
IBN ICICI BANK LIMITED528 shares0.00%2025-12-312026-01-30history
GLW CORNING INC174 shares1.16%2025-12-312026-01-30history
HSBC HSBC HLDGS PLC189 shares0.00%2025-12-312026-01-30history
AEP AMERICAN ELEC PWR CO INC129 shares5.74%2025-12-312026-01-30history
Sponsored
PPG PPG INDS INC144 shares0.00%2025-12-312026-01-30history
SONY SONY GROUP CORP575 shares0.00%2025-12-312026-01-30history
SPYG SPDR SERIES TRUST135 shares-36.32%2025-12-312026-01-30history
BMY BRISTOL-MYERS SQUIBB CO265 shares16.23%2025-12-312026-01-30history
ROST ROSS STORES INC79 shares25.40%2025-12-312026-01-30history
ISRG INTUITIVE SURGICAL INC25 shares8.70%2025-12-312026-01-30history
TFC TRUIST FINL CORP287 shares5.51%2025-12-312026-01-30history
PNC PNC FINL SVCS GROUP INC68 shares13.33%2025-12-312026-01-30history
Sponsored
MELI MERCADOLIBRE INC7 shares-12.50%2025-12-312026-01-30history
KGC KINROSS GOLD CORP496 shares0.00%2025-12-312026-01-30history
IBIT ISHARES BITCOIN TRUST ETF281 shares33.18%2025-12-312026-01-30history
GLD SPDR GOLD TR35 shares0.00%2025-12-312026-01-30history
LNG CHENIERE ENERGY INC70 shares0.00%2025-12-312026-01-30history
SHW SHERWIN WILLIAMS CO42 shares-2.33%2025-12-312026-01-30history
TGT TARGET CORP126 shares22.33%2025-12-312026-01-30history
IWF ISHARES TR26 shares0.00%2025-12-312026-01-30history
Sponsored
MO ALTRIA GROUP INC209 shares0.00%2025-12-312026-01-30history
FCOM FIDELITY COVINGTON TRUST167 shares0.00%2025-12-312026-01-30history
TE CONNECTIVITY PLC TE CONNECTIVITY PLC51 shares8.51%2025-12-312026-01-30history
DRI DARDEN RESTAURANTS INC63 shares-4.55%2025-12-312026-01-30history
FTEC FIDELITY COVINGTON TRUST50 shares-44.44%2025-12-312026-01-30history
ARISTA NETWORKS INC ARISTA NETWORKS INC85 shares18.06%2025-12-312026-01-30history
ACGL ARCH CAP GROUP LTD116 shares38.10%2025-12-312026-01-30history
RB GLOBAL INC RB GLOBAL INC108 shares0.00%2025-12-312026-01-30history
Sponsored
ASX ASE TECHNOLOGY HLDG CO LTD676 shares0.00%2025-12-312026-01-30history
ALL ALLSTATE CORP52 shares79.31%2025-12-312026-01-30history
SAN BANCO SANTANDER SA925 shares0.00%2025-12-312026-01-30history
AZN ASTRAZENECA PLC117 shares0.00%2025-12-312026-01-30history
PRU PRUDENTIAL FINL INC95 shares2.15%2025-12-312026-01-30history
VANGUARD INDEX FDS VANGUARD INDEX FDS17 shares0.00%2025-12-312026-01-30history
IWD ISHARES TR50 shares0.00%2025-12-312026-01-30history
COIN COINBASE GLOBAL INC46 shares0.00%2025-12-312026-01-30history
Sponsored
FAF FIRST AMERN FINL CORP167 shares0.60%2025-12-312026-01-30history
BKR BAKER HUGHES COMPANY222 shares10.45%2025-12-312026-01-30history
CSX CSX CORP279 shares89.80%2025-12-312026-01-30history
WSM WILLIAMS SONOMA INC57 shares9.62%2025-12-312026-01-30history
VBR VANGUARD INDEX FDS48 shares0.00%2025-12-312026-01-30history
VST VISTRA CORP61 shares-3.17%2025-12-312026-01-30history
FDX FEDEX CORP34 shares47.83%2025-12-312026-01-30history
ADBE ADOBE INC28 shares-3.45%2025-12-312026-01-30history
Sponsored
CME CME GROUP INC36 shares33.33%2025-12-312026-01-30history
SUI SUN CMNTYS INC77 shares0.00%2025-12-312026-01-30history
XLV SELECT SECTOR SPDR TR61 sharesnew addition2025-12-312026-01-30history
SBUX STARBUCKS CORP111 shares0.00%2025-12-312026-01-30history
SCHA SCHWAB STRATEGIC TR328 shares-35.43%2025-12-312026-01-30history
LMT LOCKHEED MARTIN CORP19 shares11.76%2025-12-312026-01-30history
CMI CUMMINS INC18 shares38.46%2025-12-312026-01-30history
PAYX PAYCHEX INC82 shares-56.38%2025-12-312026-01-30history
Sponsored
SYK STRYKER CORPORATION26 shares420.00%2025-12-312026-01-30history
ENPH ENPHASE ENERGY INC285 shares0.00%2025-12-312026-01-30history
NKE NIKE INC142 shares16.39%2025-12-312026-01-30history
TYL TYLER TECHNOLOGIES INC20 shares0.00%2025-12-312026-01-30history
MNST MONSTER BEVERAGE CORP NEW118 shares0.00%2025-12-312026-01-30history
PKG PACKAGING CORP AMER44 shares-2.22%2025-12-312026-01-30history
PEP PEPSICO INC62 shares14.81%2025-12-312026-01-30history
BP BP PLC257 shares0.00%2025-12-312026-01-30history
Sponsored
PSTG PURE STORAGE INC131 sharesnew addition2025-12-312026-01-30history
XEL XCEL ENERGY INC117 shares3.54%2025-12-312026-01-30history
FIS FIDELITY NATL INFORMATION SV131 shares0.00%2025-12-312026-01-30history
EOG EOG RES INC80 shares81.82%2025-12-312026-01-30history
HEI HEICO CORP NEW26 shares0.00%2025-12-312026-01-30history
ING ING GROEP N.V.297 shares0.00%2025-12-312026-01-30history
JBL JABIL INC36 shares20.00%2025-12-312026-01-30history
QNITY ELECTRONICS INC QNITY ELECTRONICS INC101 sharesnew addition2025-12-312026-01-30history
Sponsored
VLO VALERO ENERGY CORP50 shares8.70%2025-12-312026-01-30history
PECO PHILLIPS EDISON & CO INC220 shares0.00%2025-12-312026-01-30history
VRSK VERISK ANALYTICS INC33 shares0.00%2025-12-312026-01-30history
EME EMCOR GROUP INC12 shares100.00%2025-12-312026-01-30history
ARES ARES MANAGEMENT CORPORATION45 sharesnew addition2025-12-312026-01-30history
OKE ONEOK INC NEW99 shares-29.29%2025-12-312026-01-30history
SNPS SYNOPSYS INC15 shares-21.05%2025-12-312026-01-30history
SPYV SPDR SERIES TRUST124 shares-28.74%2025-12-312026-01-30history
Sponsored
FITB FIFTH THIRD BANCORP149 shares2.76%2025-12-312026-01-30history
FCX FREEPORT-MCMORAN INC138 shares91.67%2025-12-312026-01-30history
TSCO TRACTOR SUPPLY CO139 shares24.11%2025-12-312026-01-30history
AVY AVERY DENNISON CORP38 shares0.00%2025-12-312026-01-30history
SOLV SOLVENTUM CORP86 shares0.00%2025-12-312026-01-30history
ICE INTERCONTINENTAL EXCHANGE IN42 shares0.00%2025-12-312026-01-30history
AEM AGNICO EAGLE MINES LTD40 shares0.00%2025-12-312026-01-30history
BA BOEING CO31 shares3.33%2025-12-312026-01-30history
Sponsored
PVAL PUTNAM ETF TRUST146 sharesnew addition2025-12-312026-01-30history
WST WEST PHARMACEUTICAL SVSC INC24 shares0.00%2025-12-312026-01-30history
TEF TELEFONICA S A1.6K shares0.00%2025-12-312026-01-30history
JQUA J P MORGAN EXCHANGE TRADED F104 shares0.00%2025-12-312026-01-30history
INTC INTEL CORP178 shares25.35%2025-12-312026-01-30history
RDVY FIRST TR EXCHANGE TRADED FD94 shares0.00%2025-12-312026-01-30history
DHR DANAHER CORPORATION28 shares0.00%2025-12-312026-01-30history
IYJ ISHARES TR43 shares0.00%2025-12-312026-01-30history
Sponsored
CCL CARNIVAL CORP207 shares39.86%2025-12-312026-01-30history
F FORD MTR CO481 shares231.72%2025-12-312026-01-30history
DAL DELTA AIR LINES INC DEL90 shares246.15%2025-12-312026-01-30history
CASY CASEYS GEN STORES INC11 shares0.00%2025-12-312026-01-30history
CL COLGATE PALMOLIVE CO77 shares16.67%2025-12-312026-01-30history
PLTR PALANTIR TECHNOLOGIES INC33 shares50.00%2025-12-312026-01-30history
CF CF INDS HLDGS INC76 shares-3.80%2025-12-312026-01-30history
UPS UNITED PARCEL SERVICE INC59 shares34.09%2025-12-312026-01-30history
Sponsored
FXL FIRST TR EXCHANGE TRADED FD34 shares0.00%2025-12-312026-01-30history
FTNT FORTINET INC72 shares24.14%2025-12-312026-01-30history
XLF SELECT SECTOR SPDR TR104 sharesnew addition2025-12-312026-01-30history
FNCL FIDELITY COVINGTON TRUST73 shares0.00%2025-12-312026-01-30history
AON PLC AON PLC16 shares0.00%2025-12-312026-01-30history
CDNS CADENCE DESIGN SYSTEM INC18 shares0.00%2025-12-312026-01-30history
CTSH COGNIZANT TECHNOLOGY SOLUTIO67 shares-9.46%2025-12-312026-01-30history
CX CEMEX SAB DE CV486 shares0.00%2025-12-312026-01-30history
Sponsored
TWLO TWILIO INC39 shares0.00%2025-12-312026-01-30history
SPY SPDR S&P 500 ETF TR8 shares-74.19%2025-12-312026-01-30history
CINF CINCINNATI FINL CORP33 shares0.00%2025-12-312026-01-30history
IWM ISHARES TR22 shares0.00%2025-12-312026-01-30history
USB US BANCORP DEL100 shares35.14%2025-12-312026-01-30history
EQIX EQUINIX INC7 shares0.00%2025-12-312026-01-30history
ASML ASML HOLDING N V5 shares0.00%2025-12-312026-01-30history
ROL ROLLINS INC88 shares0.00%2025-12-312026-01-30history
Sponsored
MEDTRONIC PLC MEDTRONIC PLC52 shares15.56%2025-12-312026-01-30history
UBER UBER TECHNOLOGIES INC64 shares3.23%2025-12-312026-01-30history
GLDM WORLD GOLD TR61 shares0.00%2025-12-312026-01-30history
TPL TEXAS PACIFIC LAND CORPORATI18 shares200.00%2025-12-312026-01-30history
MCO MOODYS CORP10 shares25.00%2025-12-312026-01-30history
VDC VANGUARD WORLD FD24 sharesnew addition2025-12-312026-01-30history
IWR ISHARES TR52 shares0.00%2025-12-312026-01-30history
LOPE GRAND CANYON ED INC30 shares0.00%2025-12-312026-01-30history
Sponsored
CEG CONSTELLATION ENERGY CORP14 shares7.69%2025-12-312026-01-30history
ROP ROPER TECHNOLOGIES INC11 shares0.00%2025-12-312026-01-30history
FLEX FLEX LTD81 shares80.00%2025-12-312026-01-30history
MMC MARSH & MCLENNAN COS INC26 shares-25.71%2025-12-312026-01-30history
CUK CARNIVAL PLC160 shares0.00%2025-12-312026-01-30history
NVO NOVO-NORDISK A S95 shares-45.71%2025-12-312026-01-30history
NTRS NORTHERN TR CORP35 shares84.21%2025-12-312026-01-30history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T25 shares0.00%2025-12-312026-01-30history
Sponsored
GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP14 shares0.00%2025-12-312026-01-30history
ETSY ETSY INC85 shares0.00%2025-12-312026-01-30history
MPC MARATHON PETE CORP28 shares3.70%2025-12-312026-01-30history
RY ROYAL BK CDA27 shares0.00%2025-12-312026-01-30history
ESML ISHARES TR100 shares0.00%2025-12-312026-01-30history
CTRA COTERRA ENERGY INC174 shares9.43%2025-12-312026-01-30history
UAL UNITED AIRLS HLDGS INC41 shares24.24%2025-12-312026-01-30history
FSTA FIDELITY COVINGTON TRUST93 shares0.00%2025-12-312026-01-30history
Sponsored
PHG KONINKLIJKE PHILIPS N V166 shares0.00%2025-12-312026-01-30history
PH PARKER-HANNIFIN CORP5 shares0.00%2025-12-312026-01-30history
HWM HOWMET AEROSPACE INC21 shares0.00%2025-12-312026-01-30history
ECL ECOLAB INC16 shares0.00%2025-12-312026-01-30history
SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC86 sharesnew addition2025-12-312026-01-30history
AJG GALLAGHER ARTHUR J & CO16 shares0.00%2025-12-312026-01-30history
CALF PACER FDS TR92 shares0.00%2025-12-312026-01-30history
URI UNITED RENTALS INC5 shares66.67%2025-12-312026-01-30history
Sponsored
FTI TECHNIPFMC PLC90 shares55.17%2025-12-312026-01-30history
ZION ZIONS BANCORPORATION N A66 shares153.85%2025-12-312026-01-30history
MSI MOTOROLA SOLUTIONS INC10 shares-28.57%2025-12-312026-01-30history
TKC TURKCELL ILETISIM HIZMETLERI689 shares0.00%2025-12-312026-01-30history
TS TENARIS S A99 shares0.00%2025-12-312026-01-30history
EXC EXELON CORP87 shares6.10%2025-12-312026-01-30history
FDIS FIDELITY COVINGTON TRUST37 shares-26.00%2025-12-312026-01-30history
FIX COMFORT SYS USA INC4 sharesnew addition2025-12-312026-01-30history
Sponsored
WCC WESCO INTL INC15 shares0.00%2025-12-312026-01-30history
VEU VANGUARD INTL EQUITY INDEX F50 shares0.00%2025-12-312026-01-30history
NEM NEWMONT CORP36 shares28.57%2025-12-312026-01-30history
FANG DIAMONDBACK ENERGY INC24 shares26.32%2025-12-312026-01-30history
STT STATE STR CORP28 shares0.00%2025-12-312026-01-30history
SLYG SPDR SERIES TRUST38 shares-15.56%2025-12-312026-01-30history
IVT INVENTRUST PPTYS CORP125 shares-2.34%2025-12-312026-01-30history
ELV ELEVANCE HEALTH INC FORMERLY10 shares150.00%2025-12-312026-01-30history
Sponsored
TT TRANE TECHNOLOGIES PLC9 shares0.00%2025-12-312026-01-30history
IJH ISHARES TR53 shares165.00%2025-12-312026-01-30history
IEFA ISHARES TR39 shares0.00%2025-12-312026-01-30history
EXPD EXPEDITORS INTL WASH INC23 shares-4.17%2025-12-312026-01-30history
LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL35 shares0.00%2025-12-312026-01-30history
CSGP COSTAR GROUP INC50 shares0.00%2025-12-312026-01-30history
PAYC PAYCOM SOFTWARE INC21 shares0.00%2025-12-312026-01-30history
THE CIGNA GROUP THE CIGNA GROUP12 shares-14.29%2025-12-312026-01-30history
Sponsored
UMC UNITED MICROELECTRONICS CORP423 shares0.00%2025-12-312026-01-30history
ODFL OLD DOMINION FREIGHT LINE IN21 shares133.33%2025-12-312026-01-30history
KKR & CO INC KKR & CO INC25 shares31.58%2025-12-312026-01-30history
IOT SAMSARA INC90 shares0.00%2025-12-312026-01-30history
PSX PHILLIPS 6624 shares0.00%2025-12-312026-01-30history
VEEV VEEVA SYS INC14 shares0.00%2025-12-312026-01-30history
PYPL PAYPAL HLDGS INC53 shares3.92%2025-12-312026-01-30history
DVN DEVON ENERGY CORP NEW84 shares115.38%2025-12-312026-01-30history
Sponsored
LIBERTY LIVE HOLDINGS INC LIBERTY LIVE HOLDINGS INC36 sharesnew addition2025-12-312026-01-30history
CPRT COPART INC76 shares-18.28%2025-12-312026-01-30history
ALLY ALLY FINL INC66 shares6.45%2025-12-312026-01-30history
TOTALENERGIES SE TOTALENERGIES SE45 sharesnew addition2025-12-312026-01-30history
RYAN RYAN SPECIALTY HOLDINGS INC57 shares0.00%2025-12-312026-01-30history
RS RELIANCE INC10 shares-37.50%2025-12-312026-01-30history
SO SOUTHERN CO33 shares-17.50%2025-12-312026-01-30history
SAP SAP SE12 shares0.00%2025-12-312026-01-30history
Sponsored
CMG CHIPOTLE MEXICAN GRILL INC78 shares-54.91%2025-12-312026-01-30history
CIG CIA ENERGETICA DE MINAS GERA1.3K shares0.00%2025-12-312026-01-30history
MAR MARRIOTT INTL INC NEW9 shares0.00%2025-12-312026-01-30history
EQH EQUITABLE HLDGS INC58 shares1.75%2025-12-312026-01-30history
PANW PALO ALTO NETWORKS INC15 shares-6.25%2025-12-312026-01-30history
SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL10 shares0.00%2025-12-312026-01-30history
WTS WATTS WATER TECHNOLOGIES INC10 shares0.00%2025-12-312026-01-30history
PM PHILIP MORRIS INTL INC17 shares0.00%2025-12-312026-01-30history
Sponsored
NOC NORTHROP GRUMMAN CORP5 shares150.00%2025-12-312026-01-30history
APP APPLOVIN CORP4 sharesnew addition2025-12-312026-01-30history
PFE PFIZER INC108 shares116.00%2025-12-312026-01-30history
ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND10 shares100.00%2025-12-312026-01-30history
AME AMETEK INC13 shares0.00%2025-12-312026-01-30history
DCI DONALDSON INC28 shares0.00%2025-12-312026-01-30history
CARR CARRIER GLOBAL CORPORATION47 shares0.00%2025-12-312026-01-30history
DGX QUEST DIAGNOSTICS INC14 shares0.00%2025-12-312026-01-30history
Sponsored
ULTA ULTA BEAUTY INC4 sharesnew addition2025-12-312026-01-30history
GNTX GENTEX CORP104 shares0.97%2025-12-312026-01-30history
RMD RESMED INC10 shares0.00%2025-12-312026-01-30history
SIRIUSXM HOLDINGS INC SIRIUSXM HOLDINGS INC117 shares0.00%2025-12-312026-01-30history
BURL BURLINGTON STORES INC8 shares100.00%2025-12-312026-01-30history
AAON AAON INC30 shares0.00%2025-12-312026-01-30history
RJF RAYMOND JAMES FINL INC14 shares40.00%2025-12-312026-01-30history
CW CURTISS WRIGHT CORP4 shares0.00%2025-12-312026-01-30history
Sponsored
DLTR DOLLAR TREE INC18 shares20.00%2025-12-312026-01-30history
CTVA CORTEVA INC32 shares0.00%2025-12-312026-01-30history
DTE DTE ENERGY CO16 shares0.00%2025-12-312026-01-30history
FIVE FIVE BELOW INC11 shares0.00%2025-12-312026-01-30history
SYY SYSCO CORP28 shares0.00%2025-12-312026-01-30history
CENCORA INC CENCORA INC6 shares20.00%2025-12-312026-01-30history
BSV VANGUARD BD INDEX FDS26 shares0.00%2025-12-312026-01-30history
BIV VANGUARD BD INDEX FDS26 shares0.00%2025-12-312026-01-30history
Sponsored
PEG PUBLIC SVC ENTERPRISE GRP IN25 shares-3.85%2025-12-312026-01-30history
OKTA OKTA INC23 shares0.00%2025-12-312026-01-30history
OC OWENS CORNING NEW17 shares6.25%2025-12-312026-01-30history
RSG REPUBLIC SVCS INC9 shares0.00%2025-12-312026-01-30history
SCI SERVICE CORP INTL24 shares0.00%2025-12-312026-01-30history
LULU LULULEMON ATHLETICA INC9 shares0.00%2025-12-312026-01-30history
ETR ENTERGY CORP NEW20 shares11.11%2025-12-312026-01-30history
SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC62 shares21.57%2025-12-312026-01-30history
Sponsored
NUE NUCOR CORP11 shares83.33%2025-12-312026-01-30history
TER TERADYNE INC9 shares28.57%2025-12-312026-01-30history
SU SUNCOR ENERGY INC NEW39 shares0.00%2025-12-312026-01-30history
CHE CHEMED CORP NEW4 shares0.00%2025-12-312026-01-30history
CNI CANADIAN NATL RY CO17 shares0.00%2025-12-312026-01-30history
TXRH TEXAS ROADHOUSE INC10 shares-9.09%2025-12-312026-01-30history
OXY OCCIDENTAL PETE CORP40 shares207.69%2025-12-312026-01-30history
LEN LENNAR CORP16 shares100.00%2025-12-312026-01-30history
Sponsored
KEY KEYCORP78 shares0.00%2025-12-312026-01-30history
LUCID GROUP INC LUCID GROUP INC150 shares0.00%2025-12-312026-01-30history
LUV SOUTHWEST AIRLS CO38 shares-11.63%2025-12-312026-01-30history
FOX FOX CORP24 shares0.00%2025-12-312026-01-30history
COKE COCA COLA CONS INC10 shares0.00%2025-12-312026-01-30history
LH LABCORP HOLDINGS INC6 shares0.00%2025-12-312026-01-30history
CNQ CANADIAN NAT RES LTD44 shares0.00%2025-12-312026-01-30history
SLB SLB LIMITED39 shares105.26%2025-12-312026-01-30history
Sponsored
OTIS OTIS WORLDWIDE CORP17 shares0.00%2025-12-312026-01-30history
HCAT HEALTH CATALYST INC606 shares373.44%2025-12-312026-01-30history
DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW12 shares20.00%2025-12-312026-01-30history
NRG NRG ENERGY INC9 shares0.00%2025-12-312026-01-30history
EA ELECTRONIC ARTS INC7 shares0.00%2025-12-312026-01-30history
SNDK SANDISK CORP6 shares-77.78%2025-12-312026-01-30history
O REALTY INCOME CORP25 shares0.00%2025-12-312026-01-30history
FOXA FOX CORP19 shares0.00%2025-12-312026-01-30history
Sponsored
HCA HCA HEALTHCARE INC3 shares0.00%2025-12-312026-01-30history
ZTS ZOETIS INC11 shares-8.33%2025-12-312026-01-30history
HBAN HUNTINGTON BANCSHARES INC77 shares-1.28%2025-12-312026-01-30history
ATO ATMOS ENERGY CORP8 shares0.00%2025-12-312026-01-30history
HP HELMERICH & PAYNE INC46 shares0.00%2025-12-312026-01-30history
GLOB GLOBANT S A20 shares0.00%2025-12-312026-01-30history
EQT CORP EQT CORP24 shares-17.24%2025-12-312026-01-30history
DINO HF SINCLAIR CORP28 shares16.67%2025-12-312026-01-30history
Sponsored
CBRE CBRE GROUP INC8 shares0.00%2025-12-312026-01-30history
POLESTAR AUTOMOTIVE HLDG UK POLESTAR AUTOMOTIVE HLDG UK59 sharesnew addition2025-12-312026-01-30history
MOS MOSAIC CO NEW52 shares-24.64%2025-12-312026-01-30history
AFG AMERICAN FINL GROUP INC OHIO9 shares80.00%2025-12-312026-01-30history
A AGILENT TECHNOLOGIES INC9 shares0.00%2025-12-312026-01-30history
GEHC GE HEALTHCARE TECHNOLOGIES I15 shares0.00%2025-12-312026-01-30history
GNRC GENERAC HLDGS INC9 shares0.00%2025-12-312026-01-30history
VRSN VERISIGN INC5 shares0.00%2025-12-312026-01-30history
Sponsored
WWD WOODWARD INC4 shares0.00%2025-12-312026-01-30history
IEMG ISHARES INC18 shares-41.94%2025-12-312026-01-30history
DKS DICKS SPORTING GOODS INC6 shares20.00%2025-12-312026-01-30history
BYD BOYD GAMING CORP14 shares0.00%2025-12-312026-01-30history
SFM SPROUTS FMRS MKT INC15 shares15.38%2025-12-312026-01-30history
CNC CENTENE CORP DEL29 shares-25.64%2025-12-312026-01-30history
BBY BEST BUY INC18 shares63.64%2025-12-312026-01-30history
DOV DOVER CORP6 shares0.00%2025-12-312026-01-30history
Sponsored
TTD THE TRADE DESK INC31 shares0.00%2025-12-312026-01-30history
RRC RANGE RES CORP33 shares13.79%2025-12-312026-01-30history
JBHT HUNT J B TRANS SVCS INC6 shares20.00%2025-12-312026-01-30history
CNP CENTERPOINT ENERGY INC30 shares0.00%2025-12-312026-01-30history
EWBC EAST WEST BANCORP INC10 shares11.11%2025-12-312026-01-30history
FBTC FIDELITY WISE ORIGIN BITCOIN15 shares-25.00%2025-12-312026-01-30history
WAT WATERS CORP3 shares0.00%2025-12-312026-01-30history
GL GLOBE LIFE INC8 shares14.29%2025-12-312026-01-30history
Sponsored
CDW CDW CORP8 shares0.00%2025-12-312026-01-30history
LKQ LKQ CORP35 shares0.00%2025-12-312026-01-30history
PRI PRIMERICA INC4 shares0.00%2025-12-312026-01-30history
AN AUTONATION INC5 shares0.00%2025-12-312026-01-30history
HII HUNTINGTON INGALLS INDS INC3 shares0.00%2025-12-312026-01-30history
HAL HALLIBURTON CO35 shares66.67%2025-12-312026-01-30history
BJ BJS WHSL CLUB HLDGS INC11 shares10.00%2025-12-312026-01-30history
WTW WILLIS TOWERS WATSON PLC LTD3 shares0.00%2025-12-312026-01-30history
Sponsored
VTRS VIATRIS INC79 shares21.54%2025-12-312026-01-30history
OVV OVINTIV INC24 shares-17.24%2025-12-312026-01-30history
Z ZILLOW GROUP INC14 shares0.00%2025-12-312026-01-30history
FE FIRSTENERGY CORP21 shares0.00%2025-12-312026-01-30history
NBIS NEBIUS GROUP N.V.11 shares0.00%2025-12-312026-01-30history
AVB AVALONBAY CMNTYS INC5 shares0.00%2025-12-312026-01-30history
CMA COMERICA INC10 shares0.00%2025-12-312026-01-30history
DOCU DOCUSIGN INC13 shares0.00%2025-12-312026-01-30history
Sponsored
UNM UNUM GROUP11 shares-8.33%2025-12-312026-01-30history
NDAQ NASDAQ INC9 shares0.00%2025-12-312026-01-30history
MDLZ MONDELEZ INTL INC16 shares0.00%2025-12-312026-01-30history
APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC6 sharesnew addition2025-12-312026-01-30history
VMC VULCAN MATLS CO3 shares0.00%2025-12-312026-01-30history
CMS CMS ENERGY CORP12 shares0.00%2025-12-312026-01-30history
EXP EAGLE MATLS INC4 shares0.00%2025-12-312026-01-30history
CG CARLYLE GROUP INC14 shares0.00%2025-12-312026-01-30history
Sponsored
OMF ONEMAIN HLDGS INC12 shares0.00%2025-12-312026-01-30history
ALLE ALLEGION PLC5 shares0.00%2025-12-312026-01-30history
IP INTERNATIONAL PAPER CO20 shares-25.93%2025-12-312026-01-30history
PSA PUBLIC STORAGE OPER CO3 shares0.00%2025-12-312026-01-30history
BHF BRIGHTHOUSE FINL INC12 shares0.00%2025-12-312026-01-30history
MCHP MICROCHIP TECHNOLOGY INC.12 shares0.00%2025-12-312026-01-30history
ON ON SEMICONDUCTOR CORP14 shares180.00%2025-12-312026-01-30history
YUM YUM BRANDS INC5 shares0.00%2025-12-312026-01-30history
Sponsored
CBOE CBOE GLOBAL MKTS INC3 shares0.00%2025-12-312026-01-30history
TLN TALEN ENERGY CORP2 sharesnew addition2025-12-312026-01-30history
CRH PLC CRH PLC6 sharesnew addition2025-12-312026-01-30history
LDOS LEIDOS HOLDINGS INC4 shares0.00%2025-12-312026-01-30history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
TradeFomo Institution Holdings Analysis: Valued Wealth Advisors LLC | TradeFomo