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.
- Positions
- 536
- No filing for Q3 2023
- Portfolio value
- $108.3M
- No filing for Q3 2023
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.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CRMSalesforce, Inc. | Stock | 43 | $8.72K | <0.1% | – | – | History |
| LYBLyondellBasell Industries N.V. | SHS - A - | 95 | $9.00K | <0.1% | – | – | History |
| CVSCVS Health Corp | Stock | 129 | $9.01K | <0.1% | – | – | History |
| WSTWest Pharmaceutical Services Inc | COM | 24 | $9.03K | <0.1% | – | – | History |
| WMTWalmart Inc. | Stock | 57 | $9.12K | <0.1% | – | – | History |
| SCHWSchwab Charles Corp | Stock | 167 | $9.15K | <0.1% | – | – | History |
| IDXXIDEXX Laboratories Inc | COM | 21 | $9.18K | <0.1% | – | – | History |
| SUISun Communities Inc | COM | 77 | $9.18K | <0.1% | – | – | History |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 277 | $9.30K | <0.1% | – | – | History |
| FAFFirst American Financial Corp | Stock | 166 | $9.38K | <0.1% | – | – | History |
| NFLXNetflix Inc | Stock | 25 | $9.44K | <0.1% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 29 | $9.47K | <0.1% | – | – | History |
| SONYSony Group Corp | SPONSORED ADR | 115 | $9.48K | <0.1% | – | – | History |
| DEDeere & Co | Stock | 25 | $9.49K | <0.1% | – | – | History |
| VRSKVerisk Analytics, Inc. | COM | 40 | $9.50K | <0.1% | – | – | History |
| CATCaterpillar Inc | Stock | 35 | $9.57K | <0.1% | – | – | History |
| FTVFortive Corp | Stock | 131 | $9.68K | <0.1% | – | – | History |
| INTUIntuit Inc. | Stock | 19 | $9.71K | <0.1% | – | – | History |
| MSMorgan Stanley | Stock | 119 | $9.72K | <0.1% | – | – | History |
| KOCoca Cola Co | Stock | 174 | $9.84K | <0.1% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 99 | $10.2K | <0.1% | – | – | History |
| BPBP PLC | ADR | 264 | $10.2K | <0.1% | – | – | History |
| AMATApplied Materials Inc | Stock | 75 | $10.4K | <0.1% | – | – | History |
| CSXCSX Corp | Stock | 344 | $10.6K | <0.1% | – | – | History |
| NOWServiceNow, Inc. | Stock | 19 | $10.6K | <0.1% | – | – | History |
| GILDGilead Sciences, Inc. | Stock | 148 | $11.1K | <0.1% | – | – | History |
| DEODiageo PLC | SPON ADR NEW | 74 | $11.2K | <0.1% | – | – | History |
| TTETotalEnergies SE | SPONSORED ADS | 171 | $11.3K | <0.1% | – | – | History |
| TAT&T Inc. | Stock | 751 | $11.3K | <0.1% | – | – | History |
| ORCLOracle Corp | Stock | 107 | $11.3K | <0.1% | – | – | History |
| PGProcter & Gamble Co | Stock | 79 | $11.5K | <0.1% | – | – | History |
| NVRNVR Inc | COM | 2 | $11.9K | <0.1% | – | – | History |
| DISWalt Disney Co | Stock | 150 | $12.2K | <0.1% | – | – | History |
| IBNIcici Bank Ltd | ADR | 528 | $12.2K | <0.1% | – | – | History |
| PFEPfizer Inc | Stock | 394 | $13.1K | <0.1% | – | – | History |
| BLKBlackRock, Inc. | COM | 20 | $13.1K | <0.1% | – | – | History |
| BXBlackstone Inc. | COM | 126 | $13.5K | <0.1% | – | – | History |
| MAMastercard Inc | Stock | 35 | $13.9K | <0.1% | – | – | History |
| FASTFastenal Co | Stock | 262 | $14.3K | <0.1% | – | – | History |
| QCOMQualcomm Inc | Stock | 129 | $14.3K | <0.1% | – | – | History |
| TGTTarget Corp | Stock | 130 | $14.4K | <0.1% | – | – | History |
| PEPPepsiCo Inc | Stock | 89 | $15.1K | <0.1% | – | – | History |
| LOWLowes Companies Inc | Stock | 73 | $15.2K | <0.1% | – | – | History |
| VZVerizon Communications Inc | Stock | 479 | $15.5K | <0.1% | – | – | History |
| NKENIKE, Inc. | Stock | 166 | $15.9K | <0.1% | – | – | History |
| ABBVAbbVie Inc. | Stock | 108 | $16.1K | <0.1% | – | – | History |
| MCKMcKesson Corp | Stock | 41 | $17.9K | <0.1% | – | – | History |
| PKXPosco Holdings Inc. | SPONSORED ADR | 178 | $18.2K | <0.1% | – | – | History |
| LINLinde PLC | Stock | 49 | $18.2K | <0.1% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 215 | $18.8K | <0.1% | – | – | History |
| MFCManulife Financial Corp | COM | 1,040 | $19.0K | <0.1% | – | – | History |
| ADIAnalog Devices Inc | Stock | 119 | $20.8K | <0.1% | – | – | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 118 | $21.3K | <0.1% | – | – | History |
| COPConocoPhillips | Stock | 179 | $21.6K | <0.1% | – | – | History |
| SUSuncor Energy Inc | Stock | 637 | $21.9K | <0.1% | – | – | History |
| PPGPPG Industries Inc | Stock | 176 | $22.8K | <0.1% | – | – | History |
| UNPUnion Pacific Corp | Stock | 112 | $22.8K | <0.1% | – | – | History |
| SPGIS&P Global Inc. | Stock | 63 | $23.2K | <0.1% | – | – | History |
| LRCXLam Research Corp | COM | 38 | $23.9K | <0.1% | – | – | History |
| NVONovo Nordisk A S | ADR | 270 | $24.6K | <0.1% | – | – | History |
| BKNGBooking Holdings Inc. | Stock | 8 | $24.7K | <0.1% | – | – | History |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 1,680 | $25.1K | <0.1% | – | – | – |
| INTCIntel Corp | Stock | 719 | $25.6K | <0.1% | – | – | History |
| MMSIMerit Medical Systems Inc | COM | 386 | $26.6K | <0.1% | – | – | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 311 | $27.5K | <0.1% | – | – | – |
| WECWec Energy Group, Inc. | Stock | 346 | $27.9K | <0.1% | – | – | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 424 | $28.8K | <0.1% | – | – | History |
| ETNEaton Corp plc | Stock | 144 | $30.7K | <0.1% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 597 | $32.1K | <0.1% | – | – | History |
| MMM3M Co | Stock | 347 | $32.5K | <0.1% | – | – | History |
| AMTAmerican Tower Corp | REIT | 200 | $32.9K | <0.1% | – | – | History |
| VVisa Inc. | Stock | 143 | $32.9K | <0.1% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 94 | $32.9K | <0.1% | – | – | History |
| NEENextera Energy Inc | Stock | 587 | $33.6K | <0.1% | – | – | History |
| TRVTravelers Companies, Inc. | Stock | 208 | $34.0K | <0.1% | – | – | History |
| iShares MSCI Eafe ETF464287465 | ETF | 531 | $36.6K | <0.1% | – | – | – |
| RTXRTX Corp | Stock | 509 | $36.6K | <0.1% | – | – | History |
| CVXChevron Corp | Stock | 219 | $36.9K | <0.1% | – | – | History |
| AVGOBroadcom Inc. | Stock | 48 | $39.9K | <0.1% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 74 | $42.0K | <0.1% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 407 | $42.1K | <0.1% | – | – | History |
| EMREmerson Electric Co | Stock | 441 | $42.6K | <0.1% | – | – | History |
| ACNAccenture plc | Stock | 142 | $43.6K | <0.1% | – | – | History |
| CMCSAComcast Corp | Stock | 999 | $44.3K | <0.1% | – | – | History |
| NVDANVIDIA Corp | Stock | 104 | $45.3K | <0.1% | – | – | History |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 786 | $46.2K | <0.1% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 898 | $47.1K | <0.1% | – | – | – |
| NXPINXP Semiconductors N.V. | COM | 236 | $47.4K | <0.1% | – | – | History |
| LLYEli Lilly & Co | Stock | 90 | $48.3K | <0.1% | – | – | History |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 235 | $50.4K | <0.1% | – | – | – |
| WMWaste Management Inc | Stock | 331 | $50.5K | <0.1% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 419 | $54.8K | 0.1% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 352 | $54.8K | 0.1% | – | – | History |
| ICEIntercontinental Exchange, Inc. | Stock | 516 | $56.8K | 0.1% | – | – | History |
| TXNTexas Instruments Inc | Stock | 382 | $60.7K | 0.1% | – | – | History |
| Vanguard Real Estate ETF922908553 | ETF | 798 | $60.7K | 0.1% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 268 | $64.9K | 0.1% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 489 | $71.0K | 0.1% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 240 | $72.1K | 0.1% | – | – | History |
| JNJJohnson & Johnson | Stock | 504 | $78.5K | 0.1% | – | – | History |