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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
TAKTakeda Pharmaceutical Co LtdADR231$3.57K<0.1%––History
CINFCincinnati Financial CorpCOM35$3.60K<0.1%––History
AJGArthur J. Gallagher & Co.COM16$3.65K<0.1%––History
iShares Core MSCI Emerging Markets ETF46434G103ETF77$3.65K<0.1%–––
CMGChipotle Mexican Grill IncCOM2$3.66K<0.1%––History
EXPDExpeditors International of Washington IncCOM32$3.67K<0.1%––History
HONHoneywell International IncCOM20$3.69K<0.1%––History
MELIMercadolibre IncCOM3$3.80K<0.1%––History
FISVFiserv IncStock34$3.84K<0.1%––History
CSGPCostar Group, Inc.COM50$3.85K<0.1%––History
PRUPrudential Financial IncStock41$3.89K<0.1%––History
INGING Groep NVSPONSORED ADR297$3.92K<0.1%––History
ENTGEntegris IncCOM42$3.94K<0.1%––History
ELVElevance Health, Inc.Stock9$3.95K<0.1%––History
GLOBGlobant S.A.COM20$3.96K<0.1%––History
ULTAUlta Beauty, Inc.Stock10$4.00K<0.1%––History
ACGLArch Capital Group Ltd.Stock51$4.07K<0.1%––History
NUENucor CorpCOM26$4.08K<0.1%––History
LMTLockheed Martin CorpStock10$4.09K<0.1%––History
GEGeneral Electric CoStock37$4.09K<0.1%––History
EOGEOG Resources IncStock32$4.11K<0.1%––History
KLACKLA CorpCOM NEW9$4.13K<0.1%––History
HESHess CorpStock27$4.13K<0.1%––History
ADSKAutodesk, Inc.COM20$4.14K<0.1%––History
POOLPool CorpCOM12$4.27K<0.1%––History
ROPRoper Technologies IncStock9$4.36K<0.1%––History
ISRGIntuitive Surgical IncCOM NEW15$4.38K<0.1%––History
SHWSherwin Williams CoCOM18$4.59K<0.1%––History
GMGeneral Motors CoCOM140$4.62K<0.1%––History
KMBKimberly Clark CorpStock38$4.64K<0.1%––History
XELXcel Energy IncStock81$4.68K<0.1%––History
ANSSAnsys IncCOM16$4.76K<0.1%––History
SGENSeagen Inc.COM23$4.88K<0.1%––History
PHMPultegroup IncCOM67$4.97K<0.1%––History
PGRProgressive CorpStock36$5.01K<0.1%––History
DOWDow Inc.Stock97$5.02K<0.1%––History
DFSDiscover Financial ServicesCOM58$5.04K<0.1%––History
IBMInternational Business Machines CorpStock36$5.05K<0.1%––History
ASXASE Technology Holding Co., Ltd.SPONSORED ADS676$5.08K<0.1%––History
EQIXEquinix IncCOM7$5.08K<0.1%––History
MUMicron Technology IncStock75$5.10K<0.1%––History
FANGDiamondback Energy, Inc.Stock33$5.11K<0.1%––History
TFCTruist Financial CorpCOM179$5.12K<0.1%––History
OKEONEOK IncCOM81$5.14K<0.1%––History
PAYCPaycom Software, Inc.Stock20$5.20K<0.1%––History
AMPAmeriprise Financial IncCOM16$5.28K<0.1%––History
MNSTMonster Beverage CorpCOM100$5.29K<0.1%––History
URIUnited Rentals, Inc.COM12$5.33K<0.1%––History
AFLAflac IncStock70$5.36K<0.1%––History
HUMHumana IncStock11$5.37K<0.1%––History
ATVIActivision Blizzard, Inc.COM58$5.43K<0.1%––History
TPLTexas Pacific Land CorpStock3$5.47K<0.1%––History
AIGAmerican International Group, Inc.Stock91$5.52K<0.1%––History
MPCMarathon Petroleum CorpStock37$5.61K<0.1%––History
FFord Motor CoStock452$5.61K<0.1%––History
KRKroger CoStock126$5.64K<0.1%––History
AXPAmerican Express CoStock39$5.82K<0.1%––History
MDTMedtronic plcStock76$6.01K<0.1%––History
PSXPhillips 66Stock50$6.01K<0.1%––History
BMYBristol Myers Squibb CoStock104$6.04K<0.1%––History
TJXTJX Companies IncStock68$6.05K<0.1%––History
VLOValero Energy CorpStock43$6.09K<0.1%––History
AONAon plcCL A19$6.16K<0.1%––History
APHAmphenol CorpCL A74$6.23K<0.1%––History
JBLJabil IncStock49$6.24K<0.1%––History
CBChubb LtdStock30$6.30K<0.1%––History
TELFYTelefonica S ASPONSORED ADR1,558$6.34K<0.1%––History
SNPSSynopsys IncCOM14$6.43K<0.1%––History
ROLRollins IncCOM173$6.45K<0.1%––History
OXYOccidental Petroleum CorpStock101$6.57K<0.1%––History
REGNRegeneron Pharmaceuticals, Inc.COM8$6.58K<0.1%––History
PAYXPaychex IncStock58$6.64K<0.1%––History
DHRDanaher CorpStock27$6.73K<0.1%––History
RBARB Global Inc.COM108$6.75K<0.1%––History
GWWW.W. Grainger, Inc.Stock10$6.92K<0.1%––History
FDXFedEx CorpStock26$6.93K<0.1%––History
BACBank of America CorpStock256$7.01K<0.1%––History
AVYAvery Dennison CorpCOM39$7.04K<0.1%––History
CCitigroup IncStock171$7.04K<0.1%––History
TMOThermo Fisher Scientific Inc.Stock14$7.09K<0.1%––History
PCARPaccar IncCOM85$7.23K<0.1%––History
VRTXVertex Pharmaceuticals IncStock21$7.30K<0.1%––History
TMUST-Mobile US, Inc.Stock53$7.42K<0.1%––History
ONOn Semiconductor CorpStock80$7.44K<0.1%––History
HSBCHSBC Holdings PLCSPON ADR NEW189$7.46K<0.1%––History
TDToronto Dominion BankStock125$7.53K<0.1%––History
FCXFreeport-McMoran IncStock202$7.53K<0.1%––History
STLDSteel Dynamics IncCOM70$7.54K<0.1%––History
DHIHorton D R IncCOM71$7.63K<0.1%––History
BWXTBWX Technologies, Inc.COM102$7.65K<0.1%––History
TYLTyler Technologies IncCOM20$7.72K<0.1%––History
MDLZMondelez International, Inc.Stock112$7.82K<0.1%––History
MCDMcDonalds CorpStock30$7.90K<0.1%––History
AZNAstraZeneca PLCSPONSORED ADR117$7.92K<0.1%––History
SBUXStarbucks CorpStock88$8.00K<0.1%––History
BABoeing CoStock42$8.05K<0.1%––History
NSCNorfolk Southern CorpStock42$8.22K<0.1%––History
WFCWells Fargo & CompanyStock203$8.31K<0.1%––History
HEIHeico CorpCOM52$8.43K<0.1%––History
ADBEAdobe Inc.Stock17$8.67K<0.1%––History