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  Name: Valued Wealth Advisors LLC
  City: HOLLADAY
  State: UT
  Zip: 84124
   
Achive data
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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
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Holdings Found : 27     View All Holdings Currently Viewing:  Closed 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
   (SRE)1 Year Chart         SRE Sempra Energy Closed $71.98 $0 0 0% 0 -3 0    Electric Utilities
   (PDBC)1 Year Chart         PDBC Invesco Actively Managd ETF Closed $14.04 $0 0 0% -25,000 -1,680 0    N/A
   (BGNE)1 Year Chart         BGNE Beigene Ltd Closed $164.44 $0 0 0% -1,000 -8 0    N/A
   (TFX)1 Year Chart         TFX Teleflex Inc Closed $200.45 $0 0 0% -2,000 -8 0    Conglomerates
   (SGEN)1 Year Chart         SGEN Seagen Inc Closed $228.74 $0 0 0% -5,000 -23 0    Biotechnology
   (LVS)1 Year Chart         LVS Las Vegas Sands Corp Closed $46.77 $0 0 0% -3,000 -72 0    Gambling/Resorts
   (HZNP)1 Year Chart         HZNP Horizon Pharma, Inc. Closed $28.30 $0 0 0% -3,000 -28 0    Drug Manufacturers - ...
   (ATVI)1 Year Chart         ATVI Activision Blizzard Inc Closed $94.42 $0 0 0% -5,000 -58 0    Multimedia & Graphics...
   (TD)1 Year Chart         TD Toronto-Dominion Bank (USA) Closed $56.01 $0 0 0% -8,000 -125 0    Domestic Money Center...
   (KBWY)1 Year Chart         KBWY Invesco Kbw Premium Yield E... Closed $17.56 $0 0 0% 0 -21 0    N/A
   (CHTR)1 Year Chart         CHTR Charter Communications Inc Closed $272.78 $0 0 0% -2,000 -4 0    CATV Systems
   (BILI)1 Year Chart         BILI Bilibili Inc Closed $13.66 $0 0 0% -1,000 -50 0    N/A
   (XPEV)1 Year Chart         XPEV Xpeng Inc - ADR Closed $7.89 $0 0 0% -4,000 -192 0    N/A
   (CFG)1 Year Chart         CFG Citizens Financial Group, Inc. Closed $35.95 $0 0 0% 0 -6 0    N/A
   (BEKE)1 Year Chart         BEKE KE Holdings Inc Closed $16.47 $0 0 0% -1,000 -52 0    N/A
   (GPC)1 Year Chart         GPC Genuine Parts Co Closed $154.35 $0 0 0% 0 -1 0    Auto Parts Wholesale
   (CHRW)1 Year Chart         CHRW CH Robinson Worldwide Inc Closed $80.97 $0 0 0% -1,000 -16 0    AirDelivery & Freight...
   (BIDU)1 Year Chart         BIDU Baidu Inc Closed $109.60 $0 0 0% -2,000 -16 0    Internet Service Prov...
   (ZTO)1 Year Chart         ZTO Zto Express Cayman Inc Closed $20.42 $0 0 0% -2,000 -94 0    N/A
   (NIO)1 Year Chart         NIO Nio Inc Closed $5.22 $0 0 0% -1,000 -67 0    N/A
   (FSLR)1 Year Chart         FSLR First Solar, Inc. Closed $190.72 $0 0 0% -1,000 -8 0    Semiconductor - Speci...
   (BBD)1 Year Chart         BBD Banco Bradesco S.A. (ADR) Closed $2.71 $0 0 0% -3,000 -1,071 0    Foreign Regional Banks
   (CCK)1 Year Chart         CCK Crown Holdings Inc Closed $84.03 $0 0 0% -1,000 -15 0    Packaging & Containers
   (ROK)1 Year Chart         ROK Rockwell Automation Inc Closed $273.59 $0 0 0% -2,000 -6 0    Conglomerates
   (BHM)1 Year Chart         BHM Bluerock Homes Trust, Inc. Closed $17.25 $0 0 0% 0 -24 0    N/A
   (IXC)1 Year Chart         IXC iShares tr S&P Glbl Energy Closed $43.25 $0 0 0% -1,000 -12 0    Closed - End Fund - E...
   (CPAY)1 Year Chart         CPAY Corpay Inc Closed $304.50 $0 0 0% -1,000 -5 0    Business Services

      27 Records Found
  1    
Page 1 of 1
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