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  Name: Values Added Financial LLC
  City: WASHINGTON
  State: DC
  Zip: 20011
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $128,232,000
  Total Value Change : $6,057,000
  Securities Held Change : 2
   
All Securities Held : 84
  New Positions : 3
  Closed Positions : 2
  Increased Positions : 27
  Unchanged Positions : 29
  Decreased Positions : 25

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ORCL)1 Year Chart         ORCL Oracle Corp 78 New $123.50 $232,000 1,844 0.18% 232,000 1,844 0    Application Software
   (LLY)1 Year Chart         LLY Eli Lilly & Co 81 New $770.00 $227,000 292 0.18% 227,000 292 0    Drug Manufacturers - ...
   (NULC)1 Year Chart         NULC Nuveen Esg Large-cap Etf 84 New $0.00 $217,000 5,018 0.17% 217,000 5,018 0.006    N/A

      3 Records Found
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