Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Valued Wealth Advisors LLC
  City: HOLLADAY
  State: UT
  Zip: 84124
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $141,144,000
  Total Value Change : $32,893,000
  Securities Held Change : 68
   
All Securities Held : 604
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 83     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... - $31.37 $5,300,000 165,894 % -11,000 -36,830 0    N/A
   (DFAT)1 Year Chart         DFAT Dimensional U S Targeted Va... - $53.13 $4,090,000 75,145 % -9,746,000 -227,679 0    N/A
   (AVDE)1 Year Chart         AVDE Avantis International Equit... - $63.65 $2,770,000 43,462 % 266,000 -1,531 0    N/A
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... - $39.62 $1,768,000 43,234 % 240,000 -1,695 0    N/A
   (DFAE)1 Year Chart         DFAE Dfa Dimensional Emerging Co... - $0.00 $1,291,000 52,229 % -4,944,000 -224,035 0    N/A
   (IVLU)1 Year Chart         IVLU Ishares Edge Msci Intl Valu... - $28.46 $814,000 28,852 % 70,000 -497 0    N/A
   (SCHH)1 Year Chart         SCHH Schwab Us Reit - $19.23 $364,000 17,951 % -1,114,000 -65,343 0    N/A
   (SCHE)1 Year Chart         SCHE Schwab Emerging Markets Equ... - $26.12 $289,000 11,446 % 15,000 -16 0    N/A
   (PLD)1 Year Chart         PLD ProLogis Inc - $105.88 $261,000 2,003 % 35,000 -14 0    N/A
   (GOOG)1 Year Chart         GOOG Alphabet Inc - $171.16 $115,000 753 % -33,000 -370 0    N/A
   (BSX)1 Year Chart         BSX Boston Scientific Corp - $72.72 $105,000 1,539 % 24,000 -1 0    N/A
   (ICE)1 Year Chart         ICE Intercontinental Exchange Inc - $133.39 $70,000 511 % 13,000 -5 0    N/A
   (NXPI)1 Year Chart         NXPI NXP Semiconductors NV - $260.21 $57,000 228 % 10,000 -8 0    N/A
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc - $177.81 $46,000 263 % -54,000 -136 0    Auto Manufacturers
   (AVGE)1 Year Chart         AVGE Avantis All Equity Markets Etf - $0.00 $37,000 532 % -9,000 -254 0    N/A
   (NEE)1 Year Chart         NEE NextEra Energy - $72.85 $36,000 558 % 2,000 -29 0    N/A
   (MRK)1 Year Chart         MRK Merck & Co Inc - $131.20 $30,000 226 % -12,000 -181 0    Drug Manufacturers - ...
   (WEC)1 Year Chart         WEC WEC Energy Group Inc - $84.91 $28,000 343 % 0 -3 0    N/A
   (PPG)1 Year Chart         PPG PPG Industries Inc - $133.43 $25,000 174 % 2,000 -2 0    N/A
   (TGT)1 Year Chart         TGT Target Corp - $159.59 $22,000 126 % 8,000 -4 0    N/A
   (LOW)1 Year Chart         LOW Lowes Companies Inc - $232.07 $13,000 50 % -2,000 -23 0    N/A
   (FTV)1 Year Chart         FTV Fortive Corp - $76.53 $11,000 130 % 1,000 -1 0    N/A
   (FAF)1 Year Chart         FAF First American Financial Co... - $54.61 $10,000 163 % 1,000 -3 0    N/A
   (PFE)1 Year Chart         PFE Pfizer Inc - $28.27 $9,000 315 % -4,000 -79 0    N/A
   (AVY)1 Year Chart         AVY Avery Dennison Corporation - $225.10 $9,000 38 % 2,000 -1 0    N/A
   (DEO)1 Year Chart         DEO Diageo Plc (ADR) - $140.91 $9,000 58 % -2,000 -16 0    N/A
   (BA)1 Year Chart         BA Boeing Co - $180.35 $8,000 41 % 0 -1 0    N/A
   (MDLZ)1 Year Chart         MDLZ Mondelez International Inc - $70.43 $7,000 100 % -1,000 -12 0    N/A
   (MS)1 Year Chart         MS Morgan Stanley - $95.64 $5,000 48 % -5,000 -71 0    N/A
   (XEL)1 Year Chart         XEL Xcel Energy Inc - $54.93 $4,000 78 % -1,000 -3 0    N/A
   (URI)1 Year Chart         URI United Rentals Inc - $677.84 $4,000 5 % -1,000 -7 0    N/A
   (ULTA)1 Year Chart         ULTA Ulta Salon Cosmetics & Frag... - $388.48 $4,000 8 % 0 -2 0    N/A
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific - $573.64 $3,000 5 % -4,000 -9 0    N/A
   (ZION)1 Year Chart         ZION Zions Bancorporation - $44.13 $3,000 74 % 0 -8 0    N/A
   (OXY)1 Year Chart         OXY Occidental Petroleum Corp - $63.68 $3,000 49 % -4,000 -52 0    N/A
   (MDT)1 Year Chart         MDT Medtronic Plc - $81.55 $3,000 31 % -3,000 -45 0    N/A
   (TOT)1 Year Chart         TOT TOTAL S.A. (ADR) - $72.15 $3,000 45 % -8,000 -126 0    N/A
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co - $43.67 $3,000 50 % -3,000 -54 0    N/A
   (PEG)1 Year Chart         PEG Public Service Enterprise G... - $72.56 $2,000 24 % 1,000 -1 0    N/A
   (CEG)1 Year Chart         CEG Constellation Energy Corp - $208.00 $2,000 10 % 1,000 -1 0    N/A
   (MOS)1 Year Chart         MOS Mosaic Co - $29.57 $2,000 49 % -1,000 -34 0    N/A
   (HES)1 Year Chart         HES Hess Corporation - $157.66 $2,000 15 % -2,000 -12 0    N/A
   (CTVA)1 Year Chart         CTVA Corteva, Inc. - $56.82 $2,000 33 % 0 -2 0    N/A
   (MRO)1 Year Chart         MRO Marathon Oil Corp - $26.98 $2,000 59 % 0 -24 0    N/A
   (SLB)1 Year Chart         SLB Schlumberger Ltd - $47.86 $2,000 34 % -1,000 -25 0    N/A
   (HOLX)1 Year Chart         HOLX Hologic Inc - $75.86 $2,000 25 % 0 -1 0    N/A
   (EBAY)1 Year Chart         EBAY eBay Inc - $49.69 $2,000 36 % 0 -10 0    N/A
   (DVN)1 Year Chart         DVN Devon Energy Corp - $50.56 $2,000 41 % -1,000 -20 0    N/A
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... - $53.10 $2,000 33 % -2,000 -44 0    N/A
   (FLEX)1 Year Chart         FLEX Flextronics International Ltd - $28.56 $1,000 36 % 0 -5 0    N/A
   (DAL)1 Year Chart         DAL Delta Air Lines Inc - $46.55 $1,000 14 % 0 -5 0    Major Airlines
   (MCHP)1 Year Chart         MCHP Microchip Technology Inc - $91.99 $1,000 7 % 0 -1 0    N/A
   (HUM)1 Year Chart         HUM Humana Inc - $324.14 $1,000 4 % -4,000 -7 0    N/A
   (KHC)1 Year Chart         KHC Kraft Heinz Co - $35.89 $1,000 35 % 0 -1 0    N/A
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. - $63.81 $1,000 21 % -1,000 -5 0    N/A
   (EXC)1 Year Chart         EXC Exelon Corp - $37.82 $1,000 34 % -1,000 -12 0    N/A
   (SU)1 Year Chart         SU Suncor Energy Inc (USA) - $39.04 $1,000 39 % -21,000 -598 0    N/A
   (UAL)1 Year Chart         UAL United Continental Holding - $50.67 $1,000 21 % 0 -6 0    N/A
   (MRNA)1 Year Chart         MRNA Moderna, Inc. - $0.00 $1,000 11 % -2,000 -21 0    N/A
   (MTD)1 Year Chart         MTD Mettler Toledo Internationa... - $1,253.13 $1,000 1 % -1,000 -1 0    N/A
   (NEM)1 Year Chart         NEM Newmont Mining Corp - $41.54 $1,000 18 % -1,000 -46 0    N/A
   (TROW)1 Year Chart         TROW T Rowe Price Group Inc - $111.49 $1,000 10 % -3,000 -24 0    N/A
   (DD)1 Year Chart         DD DuPont de Nemours Inc - $78.20 $1,000 15 % 0 -1 0    N/A
   (AES)1 Year Chart         AES AES Corporation - $19.37 $0 18 % -2,000 -103 0    N/A
   (BL)1 Year Chart         BL Blackline, Inc. - $59.51 $0 5 % -1,000 -11 0    N/A
   (CNP)1 Year Chart         CNP CenterPoint Energy Inc - $29.46 $0 13 % 0 -2 0    N/A
   (DKS)1 Year Chart         DKS Dicks Sporting Goods Inc - $196.15 $0 2 % 0 -2 0    N/A
   (AEP)1 Year Chart         AEP American Electric Power Co Inc - $90.58 $0 2 % 0 -1 0    N/A
   (ED)1 Year Chart         ED Consolidated Edison Inc - $97.57 $0 1 % 0 -2 0    N/A
   (O)1 Year Chart         O Realty Income Corp - $54.79 $0 3 % -1,000 -8 0    N/A
   (KMI)1 Year Chart         KMI Kinder Morgan Inc - $18.81 $0 6 % 0 -3 0    N/A
   (RMR)1 Year Chart         RMR RMR Group Inc - $23.08 $0 19 % -1,000 -16 0    N/A
   (ES)1 Year Chart         ES Eversource Energy - $61.04 $0 2 % 0 -1 0    N/A
   (D)1 Year Chart         D Dominion Energy Inc - $52.15 $0 2 % 0 -1 0    N/A
   (WBD)1 Year Chart         WBD Warner Bros Discovery Ord S... - $7.80 $0 10 % -1,000 -61 0    N/A
   (PPL)1 Year Chart         PPL PPL Corp - $28.52 $0 4 % 0 -2 0    N/A
   (BURL)1 Year Chart         BURL Burlington Stores, Inc. - $187.48 $0 2 % 0 -1 0    N/A
   (EIX)1 Year Chart         EIX Edison International - $73.85 $0 2 % 0 -4 0    N/A
   (RF)1 Year Chart         RF Regions Financial Corp - $19.74 $0 7 % 0 -4 0    N/A
   (DG)1 Year Chart         DG Dollar General Corp - $137.52 $0 1 % 0 -1 0    N/A
   (EL)1 Year Chart         EL Estee Lauder Companies Inc - $147.36 $0 1 % -2,000 -11 0    Personal Products
   (BG)1 Year Chart         BG Bunge Ltd - $105.98 $0 1 % 0 -2 0    N/A
   (ENPH)1 Year Chart         ENPH Enphase Energy, Inc. - $112.36 $0 1 % -1,000 -10 0    N/A

      83 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results