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Name: |
Valued Wealth Advisors LLC |
City: |
HOLLADAY |
State: |
UT |
Zip: |
84124 |
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data |
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Filing Period: |
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Holdings
Found :
94 |
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New Positions |
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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 |
|
SCHD |
Schwab US Dividend Equity ETF |
|
New |
$78.51 |
$81,000 |
1,000 |
% |
81,000 |
1,000 |
0 |
N/A |
|
JXN |
Jackson Financial Inc. |
|
New |
$73.41 |
$66,000 |
1,000 |
% |
66,000 |
1,000 |
0 |
N/A |
|
SCHB |
Schwab Strategic Trust |
|
New |
$60.21 |
$61,000 |
1,000 |
% |
61,000 |
1,000 |
0 |
N/A |
|
DJP |
iPath Bloomberg Commodity I... |
|
New |
$32.23 |
$25,000 |
795 |
% |
25,000 |
795 |
0 |
N/A |
|
VIG |
Vanguard Dividend Appreciat... |
|
New |
$179.14 |
$21,000 |
115 |
% |
21,000 |
115 |
0 |
N/A |
|
IAU |
iShares COMEX Gold Trust |
|
New |
$43.65 |
$21,000 |
507 |
% |
21,000 |
507 |
0 |
N/A |
|
SPY |
Standard & Poors Depository... |
|
New |
$517.19 |
$12,000 |
22 |
% |
12,000 |
22 |
0 |
N/A |
|
IBIT |
iShares Bitcoin Trust |
|
New |
$35.38 |
$9,000 |
211 |
% |
9,000 |
211 |
0 |
N/A |
|
BSVO |
Ea Bridgeway Omni Small Cap... |
|
New |
$0.00 |
$6,000 |
276 |
% |
6,000 |
276 |
0 |
N/A |
|
QUAL |
Ishares Msci Usa Quality Fa... |
|
New |
$0.00 |
$6,000 |
39 |
% |
6,000 |
39 |
0 |
N/A |
|
HEQT |
Simplify Hedged Equity Etf |
|
New |
$0.00 |
$6,000 |
220 |
% |
6,000 |
220 |
0 |
N/A |
|
ABNB |
Airbnb, Inc. |
|
New |
$157.90 |
$3,000 |
20 |
% |
3,000 |
20 |
0 |
N/A |
|
GLDM |
Spdr Gold Minishares Trust |
|
New |
$45.77 |
$3,000 |
61 |
% |
3,000 |
61 |
0 |
N/A |
|
DISV |
Dfa Dimensional Internation... |
|
New |
$0.00 |
$3,000 |
98 |
% |
3,000 |
98 |
0 |
N/A |
|
AAON |
AAON Inc |
|
New |
$76.99 |
$3,000 |
30 |
% |
3,000 |
30 |
0 |
N/A |
|
IBKR |
Interactive Brokers Group Inc |
|
New |
$113.50 |
$3,000 |
24 |
% |
3,000 |
24 |
0 |
N/A |
|
RYAN |
Ryan Specialty Group Holdin... |
|
New |
$52.21 |
$3,000 |
57 |
% |
3,000 |
57 |
0 |
N/A |
|
RCL |
Royal Caribbean Cruises Ltd |
|
New |
$141.68 |
$3,000 |
20 |
% |
3,000 |
20 |
0 |
N/A |
|
DFEM |
Dfa Dimensional Emerging Ma... |
|
New |
$0.00 |
$3,000 |
107 |
% |
3,000 |
107 |
0 |
N/A |
|
BDX |
Becton Dickinson & Co |
|
New |
$233.58 |
$2,000 |
7 |
% |
2,000 |
7 |
0 |
N/A |
|
WTS |
Watts Industries Inc |
|
New |
$212.24 |
$2,000 |
10 |
% |
2,000 |
10 |
0 |
N/A |
|
QLYS |
Qualys, Inc. |
|
New |
$149.75 |
$2,000 |
9 |
% |
2,000 |
9 |
0 |
N/A |
|
SAP |
SAP AG (ADR) |
|
New |
$190.31 |
$2,000 |
12 |
% |
2,000 |
12 |
0 |
N/A |
|
EME |
Emcor Group Inc |
|
New |
$379.43 |
$2,000 |
7 |
% |
2,000 |
7 |
0 |
N/A |
|
HDV |
Ishares High Dividend Equit... |
|
New |
$109.32 |
$2,000 |
16 |
% |
2,000 |
16 |
0 |
N/A |
|
FIX |
Comfort Systems USA Inc |
|
New |
$346.21 |
$2,000 |
5 |
% |
2,000 |
5 |
0 |
N/A |
|
AEM |
Agnico Eagle Mines Ltd (USA) |
|
New |
$66.28 |
$2,000 |
40 |
% |
2,000 |
40 |
0 |
N/A |
|
COO |
Cooper Companies Inc |
|
New |
$91.99 |
$2,000 |
20 |
% |
2,000 |
20 |
0 |
N/A |
|
SJM |
JM Smucker Company |
|
New |
$113.00 |
$2,000 |
12 |
% |
2,000 |
12 |
0 |
N/A |
|
X |
United States Steel Corp |
|
New |
$38.35 |
$1,000 |
20 |
% |
1,000 |
20 |
0 |
N/A |
|
VST |
Vistra Energy Corp |
|
New |
$89.20 |
$1,000 |
19 |
% |
1,000 |
19 |
0 |
N/A |
|
CACC |
Credit Acceptance Corporation |
|
New |
$513.99 |
$1,000 |
1 |
% |
1,000 |
1 |
0 |
N/A |
|
BE |
Bloom Energy Corp |
|
New |
$11.80 |
$1,000 |
119 |
% |
1,000 |
119 |
0 |
N/A |
|
COKE |
Coca Cola Bottling Co Conso... |
|
New |
$944.81 |
$1,000 |
1 |
% |
1,000 |
1 |
0 |
N/A |
|
EXP |
Eagle Materials Inc |
|
New |
$267.36 |
$1,000 |
4 |
% |
1,000 |
4 |
0 |
N/A |
|
LAD |
Lithia Motors Inc |
|
New |
$260.00 |
$1,000 |
2 |
% |
1,000 |
2 |
0 |
N/A |
|
AN |
AutoNation Inc |
|
New |
$163.49 |
$1,000 |
5 |
% |
1,000 |
5 |
0 |
N/A |
|
CCL |
Carnival Corp |
|
New |
$14.30 |
$1,000 |
58 |
% |
1,000 |
58 |
0 |
N/A |
|
PRI |
Primerica, Inc. |
|
New |
$218.17 |
$1,000 |
3 |
% |
1,000 |
3 |
0 |
N/A |
|
DCI |
Donaldson Co Inc |
|
New |
$74.27 |
$1,000 |
20 |
% |
1,000 |
20 |
0 |
N/A |
|
CG |
The Carlyle Group Inc |
|
New |
$31.75 |
$1,000 |
14 |
% |
1,000 |
14 |
0 |
N/A |
|
BYD |
Boyd Gaming Corp |
|
New |
$53.25 |
$1,000 |
21 |
% |
1,000 |
21 |
0 |
N/A |
|
WLK |
Westlake Chemical Corp |
|
New |
$154.94 |
$1,000 |
4 |
% |
1,000 |
4 |
0 |
N/A |
|
WWD |
Woodward Inc |
|
New |
$178.14 |
$1,000 |
4 |
% |
1,000 |
4 |
0 |
N/A |
|
DFIS |
Dfa Dimensional Internation... |
|
New |
$0.00 |
$1,000 |
50 |
% |
1,000 |
50 |
0 |
N/A |
|
ALLY |
Ally Financial Inc |
|
New |
$39.48 |
$1,000 |
30 |
% |
1,000 |
30 |
0 |
N/A |
|
UFPI |
Ufp Industries inc |
|
New |
$40.21 |
$0 |
4 |
% |
0 |
4 |
0 |
N/A |
|
TREX |
Trex Co Inc |
|
New |
$90.79 |
$0 |
3 |
% |
0 |
3 |
0 |
N/A |
|
GPS |
Gap Inc |
|
New |
$22.41 |
$0 |
5 |
% |
0 |
5 |
0 |
N/A |
|
AZPN |
Aspen Technology Inc |
|
New |
$197.54 |
$0 |
1 |
% |
0 |
1 |
0 |
N/A |
|
CIVI |
Civitas Resources Ord Shs |
|
New |
$56.10 |
$0 |
2 |
% |
0 |
2 |
0 |
N/A |
|
AMGP |
Antero Midstream GP LP |
|
New |
$14.26 |
$0 |
1 |
% |
0 |
1 |
0 |
N/A |
|
RH |
Restoration Hardware Holdin... |
|
New |
$278.76 |
$0 |
1 |
% |
0 |
1 |
0 |
N/A |
|
UHAL.B |
U Haul Holding Company |
|
New |
$64.47 |
$0 |
2 |
% |
0 |
2 |
0 |
N/A |
|
SFM |
Sprouts Farmers Market, Inc. |
|
New |
$74.66 |
$0 |
4 |
% |
0 |
4 |
0 |
N/A |
|
OMF |
OneMain Holdings Inc |
|
New |
$51.65 |
$0 |
4 |
% |
0 |
4 |
0 |
N/A |
|
ALV |
Autoliv Inc |
|
New |
$114.83 |
$0 |
1 |
% |
0 |
1 |
0 |
Auto Parts |
|
IEF |
iShares Lehman 7-10 Year Tr... |
|
New |
$92.52 |
$0 |
3 |
% |
0 |
3 |
0 |
N/A |
|
RNR |
RenaissanceRe Holdings |
|
New |
$226.61 |
$0 |
1 |
% |
0 |
1 |
0 |
N/A |
|
MTG |
MGIC Investment Corp |
|
New |
$20.88 |
$0 |
6 |
% |
0 |
6 |
0 |
N/A |
|
WAL |
Western Alliance Bancorpora... |
|
New |
$62.98 |
$0 |
3 |
% |
0 |
3 |
0 |
N/A |
|
TMHC |
Taylor Morrison Home Corp |
|
New |
$58.49 |
$0 |
4 |
% |
0 |
4 |
0 |
N/A |
|
BPOP |
Popular Inc |
|
New |
$90.30 |
$0 |
1 |
% |
0 |
1 |
0 |
N/A |
|
GPK |
Graphic Packaging Internati... |
|
New |
$27.57 |
$0 |
5 |
% |
0 |
5 |
0 |
Packaging & Containers |
|
SFBS |
Servisfirst Bancshares, Inc. |
|
New |
$63.34 |
$0 |
5 |
% |
0 |
5 |
0 |
N/A |
|
NFE |
New Fortress Energy Llc |
|
New |
$26.49 |
$0 |
3 |
% |
0 |
3 |
0 |
N/A |
|
TOL |
Toll Brothers Inc |
|
New |
$124.05 |
$0 |
2 |
% |
0 |
2 |
0 |
N/A |
|
VLTO |
Veralto Corp |
|
New |
$96.73 |
$0 |
4 |
% |
0 |
4 |
0 |
N/A |
|
ABG |
Asbury Automotive Group Inc |
|
New |
$221.69 |
$0 |
1 |
% |
0 |
1 |
0 |
N/A |
|
RPM |
RPM International Inc |
|
New |
$112.66 |
$0 |
2 |
% |
0 |
2 |
0 |
N/A |
|
CMC |
Commercial Metals Co |
|
New |
$56.22 |
$0 |
3 |
% |
0 |
3 |
0 |
N/A |
|
CMA |
Comerica Inc |
|
New |
$53.88 |
$0 |
3 |
% |
0 |
3 |
0 |
N/A |
|
NYCB |
New York Community Bancorp Inc |
|
New |
$3.58 |
$0 |
23 |
% |
0 |
23 |
0 |
N/A |
|
SWKS |
Skyworks Solutions Inc |
|
New |
$93.24 |
$0 |
1 |
% |
0 |
1 |
0 |
N/A |
|
MTDR |
Matador Resources Co |
|
New |
$64.24 |
$0 |
4 |
% |
0 |
4 |
0 |
N/A |
|
SF |
Stifel Financial Corp |
|
New |
$83.14 |
$0 |
2 |
% |
0 |
2 |
0 |
N/A |
|
NXT |
Nextracker Inc. |
|
New |
$43.73 |
$0 |
5 |
% |
0 |
5 |
0 |
N/A |
|
HGV |
Hilton Grand Vacations Inc. |
|
New |
$43.40 |
$0 |
2 |
% |
0 |
2 |
0 |
N/A |
|
EWBC |
East West Bancorp Inc |
|
New |
$77.44 |
$0 |
2 |
% |
0 |
2 |
0 |
N/A |
|
AOS |
AO Smith Corp |
|
New |
$86.07 |
$0 |
2 |
% |
0 |
2 |
0 |
N/A |
|
ENLC |
Enlink Midstream, Llc |
|
New |
$13.31 |
$0 |
10 |
% |
0 |
10 |
0 |
N/A |
|
AR |
Antero Resources Corp |
|
New |
$34.02 |
$0 |
9 |
% |
0 |
9 |
0 |
N/A |
|
WFTLF |
Weatherford International Plc |
|
New |
$122.60 |
$0 |
2 |
% |
0 |
2 |
0 |
N/A |
|
NCLH |
Norwegian Cruise Line Holdi... |
|
New |
$16.09 |
$0 |
6 |
% |
0 |
6 |
0 |
N/A |
|
WRK |
Westrock Co |
|
New |
$51.81 |
$0 |
5 |
% |
0 |
5 |
0 |
N/A |
|
CROX |
Crocs Inc |
|
New |
$135.42 |
$0 |
1 |
% |
0 |
1 |
0 |
N/A |
|
SNV |
Synovus Financial Corp |
|
New |
$39.12 |
$0 |
3 |
% |
0 |
3 |
0 |
N/A |
|
ORI |
Old Republic International ... |
|
New |
$31.14 |
$0 |
12 |
% |
0 |
12 |
0 |
N/A |
|
VOYA |
Voya Financial Inc |
|
New |
$73.53 |
$0 |
6 |
% |
0 |
6 |
0 |
N/A |
|
SWFT |
Knight-Swift Transportation... |
|
New |
$48.32 |
$0 |
7 |
% |
0 |
7 |
0 |
N/A |
|
MUR |
Murphy Oil Corp |
|
New |
$44.60 |
$0 |
7 |
% |
0 |
7 |
0 |
N/A |
|
FYBR |
Frontier Communications Corp |
|
New |
$25.36 |
$0 |
5 |
% |
0 |
5 |
0 |
N/A |
|
BC |
Brunswick Corp |
|
New |
$81.68 |
$0 |
5 |
% |
0 |
5 |
0 |
N/A |
|
ALK |
Alaska Air Group Inc |
|
New |
$43.29 |
$0 |
5 |
% |
0 |
5 |
0 |
N/A |
|