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Valued Wealth Advisors LLC

SEC CIK
0002007175
Latest filing
Jul 20, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Jan 8, 2024. Long positions only.

Institution overview
Positions
536
No filing for Q3 2023
Portfolio value
$108.3M
No filing for Q3 2023
Filed
Jan 8, 2024
SEC

Valued Wealth Advisors LLC did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Valued Wealth Advisors LLC in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
VTRSViatris IncStock51$500<0.1%––History
PCGPG&E CorpStock31$501<0.1%––History
ARWArrow Electronics, Inc.COM4$501<0.1%––History
iShares Tr464287341GLOBAL ENERG ETF12$505<0.1%–––
ALLEAllegion plcORD SHS5$521<0.1%––History
ZTSZoetis Inc.Stock3$522<0.1%––History
ORealty Income CorpREIT11$535<0.1%––History
CASYCaseys General Stores IncCOM2$544<0.1%––History
DOCUDocuSign, Inc.Stock13$546<0.1%––History
UHALU-Haul Holding CoCOM10$546<0.1%––History
WATWaters CorpCOM2$549<0.1%––History
EFXEquifax IncCOM3$550<0.1%––History
RHIRobert Half Inc.COM8$596<0.1%––History
NIONIO Inc.ADR67$606<0.1%––History
VMCVulcan Materials COCOM3$607<0.1%––History
HIIHuntington Ingalls Industries, Inc.COM3$614<0.1%––History
YUMYum Brands IncStock5$625<0.1%––History
MCHPMicrochip Technology IncStock8$625<0.1%––History
IEXIdex CorpCOM3$625<0.1%––History
TXTTextron IncCOM8$627<0.1%––History
WTWWillis Towers Watson PLCSHS3$630<0.1%––History
UNMUnum GroupStock13$640<0.1%––History
TTCToro CoCOM8$665<0.1%––History
STXSeagate Technology Holdings plcORD SHS10$667<0.1%––History
QRVOQorvo, Inc.Stock7$669<0.1%––History
STTState Street CorpCOM10$677<0.1%––History
SYFSynchrony FinancialCOM22$678<0.1%––History
GDGeneral Dynamics CorpStock3$682<0.1%––History
Schwab U.S. Mid-Cap ETF808524508ETF10$685<0.1%–––
BILIBilibili Inc.SPONS ADS REP Z50$689<0.1%––History
FOXFox CorpCL B COM24$694<0.1%––History
NTRSNorthern Trust CorpCOM10$703<0.1%––History
DALDelta Air Lines, Inc.COM NEW19$703<0.1%––History
DUKDuke Energy CORPStock8$707<0.1%––History
Invesco QQQ Trust Series I46090E103ETF2$722<0.1%–––
FMCFMC CorpCOM NEW11$754<0.1%––History
WSOWatsco IncCOM2$756<0.1%––History
GLGlobe Life Inc.COM7$766<0.1%––History
WBDWarner Bros. Discovery, Inc.Stock71$772<0.1%––History
USBUS Bancorp DECOM NEW23$772<0.1%––History
MARMarriott International IncStock4$787<0.1%––History
CWCurtiss Wright CorpStock4$787<0.1%––History
BEKEKE Holdings Inc.SPONSORED ADS52$816<0.1%––History
ETREntergy CorpCOM9$833<0.1%––History
Schwab U.S. Small-Cap ETF808524607ETF20$838<0.1%–––
EAElectronic Arts Inc.COM7$843<0.1%––History
DOVDOVER CorpCOM6$845<0.1%––History
RMRRMR Group Inc.CL A35$859<0.1%––History
BLBlackline, Inc.COM16$888<0.1%––History
DTEDte Energy CoCOM9$903<0.1%––History
CORCencora, Inc.Stock5$914<0.1%––History
CMICummins IncStock4$914<0.1%––History
State Street Energy Select Sector SPDR ETF81369Y506ETF10$929<0.1%–––
FTITechnipFMC plcCOM46$936<0.1%––History
NOVNOV Inc.COM45$941<0.1%––History
GNRCGenerac Holdings Inc.Stock9$981<0.1%––History
iShares Core S&P US Value ETF464287663ETF13$984<0.1%–––
MOHMolina Healthcare, Inc.COM3$984<0.1%––History
TSCOTractor Supply CoCOM5$1.02K<0.1%––History
AMEAmetek IncCOM7$1.04K<0.1%––History
Vanguard Morningstar Total Stock Market ETF922908769ETF5$1.07K<0.1%–––
Dimensional ETF Trust25434V872CORE FIXE IN ETF27$1.08K<0.1%–––
CPRTCopart IncCOM25$1.08K<0.1%––History
FLEXFlex Ltd.Stock41$1.11K<0.1%––History
UALUnited Airlines Holdings, Inc.COM27$1.14K<0.1%––History
LLYVKLiberty Live Holdings, Inc.COM LBTY LIV S C36$1.16K<0.1%––History
AVTRAvantor, Inc.COM56$1.18K<0.1%––History
DDDuPont de Nemours, Inc.COM16$1.19K<0.1%––History
BNYBank of New York Mellon CorpStock28$1.20K<0.1%––History
CEGConstellation Energy CorpStock11$1.20K<0.1%––History
CMECME Group Inc.COM6$1.20K<0.1%––History
JKHYJack Henry & Associates IncStock8$1.21K<0.1%––History
KHCKraft Heinz CoStock36$1.21K<0.1%––History
GISGeneral Mills IncStock19$1.22K<0.1%––History
FITBFifth Third BancorpCOM48$1.23K<0.1%––History
OCOwens CorningStock9$1.25K<0.1%––History
DINOHF Sinclair CorpCOM22$1.25K<0.1%––History
GPNGlobal Payments IncStock11$1.27K<0.1%––History
CPAYCorpay, Inc.COM5$1.28K<0.1%––History
RSGRepublic Services, Inc.COM9$1.29K<0.1%––History
FSLRFirst Solar, Inc.Stock8$1.29K<0.1%––History
HCATHealth Catalyst, Inc.COM128$1.30K<0.1%––History
PFGPrincipal Financial Group IncCOM18$1.30K<0.1%––History
ENPHEnphase Energy, Inc.Stock11$1.32K<0.1%––History
CCKCrown Holdings, Inc.COM15$1.33K<0.1%––History
DGXQuest Diagnostics IncCOM11$1.34K<0.1%––History
CTSHCognizant Technology Solutions CorpCL A20$1.35K<0.1%––History
OTISOtis Worldwide CorpStock17$1.37K<0.1%––History
SCIService Corp InternationalCOM24$1.37K<0.1%––History
CHRWC. H. Robinson Worldwide, Inc.COM NEW16$1.38K<0.1%––History
DLTRDollar Tree, Inc.COM13$1.38K<0.1%––History
TTTrane Technologies plcSHS7$1.42K<0.1%––History
PEGPublic Service Enterprise Group IncCOM25$1.42K<0.1%––History
APDAir Products & Chemicals, Inc.Stock5$1.43K<0.1%––History
VIVTelefonica Brasil S.A.SPONSORED ADS167$1.43K<0.1%––History
CPBCAMPBELL'S CoCOM35$1.44K<0.1%––History
CNQCanadian Natural Resources LtdCOM22$1.44K<0.1%––History
ONCBeOne Medicines Ltd.ADR8$1.44K<0.1%––History
GGBGerdau S.A.SPON ADR REP PFD304$1.45K<0.1%––History
BBYBest Buy Co IncStock21$1.48K<0.1%––History