Valued Wealth Advisors LLC
- SEC CIK
- 0002007175
- 最新申報
- 2026/7/20
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/8 申報。只含多頭部位。
- 持股檔數
- 536
- 2023 年第 3 季沒有申報
- 總值
- $1.08 億
- 2023 年第 3 季沒有申報
Valued Wealth Advisors LLC 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CRMSalesforce, Inc. | Stock | 43 | $8,720 | <0.1% | – | – | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 95 | $8,997 | <0.1% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 129 | $9,007 | <0.1% | – | – | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 24 | $9,033 | <0.1% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 57 | $9,122 | <0.1% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 167 | $9,151 | <0.1% | – | – | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 21 | $9,183 | <0.1% | – | – | 歷史 |
| SUISun Communities Inc | COM | 77 | $9,184 | <0.1% | – | – | 歷史 |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 277 | $9,304 | <0.1% | – | – | 歷史 |
| FAFFirst American Financial Corp | Stock | 166 | $9,381 | <0.1% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 25 | $9,440 | <0.1% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 29 | $9,470 | <0.1% | – | – | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 115 | $9,478 | <0.1% | – | – | 歷史 |
| DEDeere & Co | Stock | 25 | $9,492 | <0.1% | – | – | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 40 | $9,502 | <0.1% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 35 | $9,570 | <0.1% | – | – | 歷史 |
| FTVFortive Corp | Stock | 131 | $9,682 | <0.1% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 19 | $9,708 | <0.1% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 119 | $9,724 | <0.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 174 | $9,842 | <0.1% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 99 | $1.02 萬 | <0.1% | – | – | 歷史 |
| BPBP PLC | ADR | 264 | $1.02 萬 | <0.1% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 75 | $1.04 萬 | <0.1% | – | – | 歷史 |
| CSXCSX Corp | Stock | 344 | $1.06 萬 | <0.1% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 19 | $1.06 萬 | <0.1% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 148 | $1.11 萬 | <0.1% | – | – | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 74 | $1.12 萬 | <0.1% | – | – | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 171 | $1.13 萬 | <0.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 751 | $1.13 萬 | <0.1% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 107 | $1.13 萬 | <0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 79 | $1.15 萬 | <0.1% | – | – | 歷史 |
| NVRNVR Inc | COM | 2 | $1.19 萬 | <0.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 150 | $1.22 萬 | <0.1% | – | – | 歷史 |
| IBNIcici Bank Ltd | ADR | 528 | $1.22 萬 | <0.1% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 394 | $1.31 萬 | <0.1% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 20 | $1.31 萬 | <0.1% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 126 | $1.35 萬 | <0.1% | – | – | 歷史 |
| MAMastercard Inc | Stock | 35 | $1.39 萬 | <0.1% | – | – | 歷史 |
| FASTFastenal Co | Stock | 262 | $1.43 萬 | <0.1% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 129 | $1.43 萬 | <0.1% | – | – | 歷史 |
| TGTTarget Corp | Stock | 130 | $1.44 萬 | <0.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 89 | $1.51 萬 | <0.1% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 73 | $1.52 萬 | <0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 479 | $1.55 萬 | <0.1% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 166 | $1.59 萬 | <0.1% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 108 | $1.61 萬 | <0.1% | – | – | 歷史 |
| MCKMcKesson Corp | Stock | 41 | $1.79 萬 | <0.1% | – | – | 歷史 |
| PKXPosco Holdings Inc. | SPONSORED ADR | 178 | $1.82 萬 | <0.1% | – | – | 歷史 |
| LINLinde PLC | Stock | 49 | $1.82 萬 | <0.1% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 215 | $1.88 萬 | <0.1% | – | – | 歷史 |
| MFCManulife Financial Corp | COM | 1,040 | $1.90 萬 | <0.1% | – | – | 歷史 |
| ADIAnalog Devices Inc | Stock | 119 | $2.08 萬 | <0.1% | – | – | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 118 | $2.13 萬 | <0.1% | – | – | 歷史 |
| COPConocoPhillips | Stock | 179 | $2.16 萬 | <0.1% | – | – | 歷史 |
| SUSuncor Energy Inc | Stock | 637 | $2.19 萬 | <0.1% | – | – | 歷史 |
| PPGPPG Industries Inc | Stock | 176 | $2.28 萬 | <0.1% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 112 | $2.28 萬 | <0.1% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 63 | $2.32 萬 | <0.1% | – | – | 歷史 |
| LRCXLam Research Corp | COM | 38 | $2.39 萬 | <0.1% | – | – | 歷史 |
| NVONovo Nordisk A S | ADR | 270 | $2.46 萬 | <0.1% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 8 | $2.47 萬 | <0.1% | – | – | 歷史 |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 1,680 | $2.51 萬 | <0.1% | – | – | – |
| INTCIntel Corp | Stock | 719 | $2.56 萬 | <0.1% | – | – | 歷史 |
| MMSIMerit Medical Systems Inc | COM | 386 | $2.66 萬 | <0.1% | – | – | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 311 | $2.75 萬 | <0.1% | – | – | – |
| WECWec Energy Group, Inc. | Stock | 346 | $2.79 萬 | <0.1% | – | – | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 424 | $2.88 萬 | <0.1% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 144 | $3.07 萬 | <0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 597 | $3.21 萬 | <0.1% | – | – | 歷史 |
| MMM3M Co | Stock | 347 | $3.25 萬 | <0.1% | – | – | 歷史 |
| AMTAmerican Tower Corp | REIT | 200 | $3.29 萬 | <0.1% | – | – | 歷史 |
| VVisa Inc. | Stock | 143 | $3.29 萬 | <0.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 94 | $3.29 萬 | <0.1% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 587 | $3.36 萬 | <0.1% | – | – | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 208 | $3.40 萬 | <0.1% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 531 | $3.66 萬 | <0.1% | – | – | – |
| RTXRTX Corp | Stock | 509 | $3.66 萬 | <0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 219 | $3.69 萬 | <0.1% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 48 | $3.99 萬 | <0.1% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 74 | $4.20 萬 | <0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 407 | $4.21 萬 | <0.1% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 441 | $4.26 萬 | <0.1% | – | – | 歷史 |
| ACNAccenture plc | Stock | 142 | $4.36 萬 | <0.1% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 999 | $4.43 萬 | <0.1% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 104 | $4.53 萬 | <0.1% | – | – | 歷史 |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 786 | $4.62 萬 | <0.1% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 898 | $4.71 萬 | <0.1% | – | – | – |
| NXPINXP Semiconductors N.V. | COM | 236 | $4.74 萬 | <0.1% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 90 | $4.83 萬 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 235 | $5.04 萬 | <0.1% | – | – | – |
| WMWaste Management Inc | Stock | 331 | $5.05 萬 | <0.1% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 419 | $5.48 萬 | 0.1% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 352 | $5.48 萬 | 0.1% | – | – | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 516 | $5.68 萬 | 0.1% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 382 | $6.07 萬 | 0.1% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 798 | $6.07 萬 | 0.1% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 268 | $6.49 萬 | 0.1% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 489 | $7.10 萬 | 0.1% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 240 | $7.21 萬 | 0.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 504 | $7.85 萬 | 0.1% | – | – | 歷史 |