Valued-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "MMSI",
  "TREX",
  "FLEX",
  "NVR",
  "GLOB",
  "JAZZ",
  "QRVO",
  "TROW",
  "RJF",
  "AES",
  "AR",
  "ARW",
  "MOS",
  "AFG",
  "ENTG",
  "HUM",
  "HP",
  "PCG",
  "RF",
  "FTI",
  "RBA.TO",
  "SMCI",
  "ATKR",
  "FWONK",
  "MU",
  "ACN",
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  null,
  "ADBE",
  "A",
  "APD",
  "ATI",
  "ALL",
  "ASGN",
  "GOOGL",
  null,
  null,
  "AXP",
  "SCHH",
  "AIG",
  "CUK",
  "ASML",
  "T",
  "BLK",
  "ASX",
  "AM",
  "CAT",
  "AVDE",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  "AVEM",
  "KMX",
  "SAN",
  "WRB",
  "BYD",
  "BSX",
  "COF",
  "CMI",
  "PHG",
  null,
  null,
  null,
  "DUK",
  "PECO",
  "D",
  "M",
  null,
  "EBAY",
  null,
  "EQH",
  null,
  "EOG",
  "EXPD",
  null,
  null,
  "FERG",
  "FCX",
  "FITB",
  "IBKR",
  "GD",
  "GILD",
  "GIS",
  "HON",
  "HD",
  "IBN",
  "AZN",
  "MCD",
  "INTU",
  "RPM",
  "FIVE",
  null,
  "FE",
  "UNP",
  "QCOM",
  "ISRG",
  "HSBC",
  "HWM",
  "LEN",
  "ITW",
  "INGR",
  "AMAT",
  "ING",
  "EMR",
  "BKNG",
  "ICE",
  "META",
  null,
  "IVT",
  "NFE",
  null,
  "IVW",
  null,
  "IJH",
  "SWK",
  null,
  null,
  "UHAL",
  "IQV",
  null,
  "KGC",
  "KMI",
  "LRCX",
  "LIN",
  "L",
  null,
  "ENSG",
  "MPC",
  "MMC",
  "MA",
  "MDT",
  "APA",
  "MSFT",
  "MS",
  "TMUS",
  "ENPH",
  "NDAQ",
  "EQIX",
  "EQT",
  "EXC",
  "ETSY",
  null,
  "FND",
  "FLS",
  "FYBR",
  "HCAT",
  "GE",
  "NTRS",
  "NI",
  "HEI",
  "RHI",
  "HIG",
  "HES",
  "OXY",
  "OMC",
  "ODFL",
  "OMF",
  "ADM",
  "PCAR",
  "ALK",
  "BX",
  "AMP",
  "FAST",
  "ANSS",
  "IJR",
  "ANET",
  "KKR",
  "KLAC",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  null,
  "PAYX",
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "PGR",
  "IEMG",
  "IVV",
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "HPE",
  "INTC",
  "LDOS",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "KEYS",
  "MGA",
  "MDB",
  "AMGN",
  "KVUE",
  "PKG",
  "MSTR",
  "DGX",
  "PPG",
  "REGN",
  null,
  "IEFA",
  "SPGI",
  "RY",
  null,
  "SCHX",
  null,
  "NOW",
  "SHW",
  "SLB",
  "RS",
  "ROP",
  "SRE",
  "O",
  "ROST",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  "SAP",
  null,
  null,
  "SPYG",
  "BP",
  "AMT",
  "RSG",
  "IBM",
  "STLD",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "CI",
  "TPR",
  "TXN",
  "TXRH",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TWLO",
  "TKC",
  "TRV",
  "TSN",
  "TYL",
  "UBER",
  "UAL",
  "UNM",
  "UPS",
  "VNQ",
  "VO",
  "NEM",
  "MET",
  "UHAL-B",
  "DTM",
  "WMS",
  "RCL",
  "SNV",
  "MRNA",
  "SCHW",
  "MNST",
  "EWBC",
  "VWO",
  "LKQ",
  "JBL",
  null,
  null,
  null,
  null,
  null,
  "TY",
  null,
  "EXP",
  "EME",
  "VIG",
  null,
  "LAD",
  "PSNY",
  "TTE",
  "TRGP",
  "TEF",
  "TXT",
  "TSCO",
  null,
  "NXT",
  "SKX",
  "SU",
  null,
  "MTD",
  "GL",
  "TSM",
  "RMD",
  null,
  "PR",
  null,
  "ETR",
  "VTR",
  "DD",
  "VRTX",
  null,
  "EA",
  "TT",
  "VRSK",
  "ANF",
  "AGCO",
  "GPK",
  "LOPE",
  "MUR",
  "RRC",
  "QLYS",
  "MTG",
  "MTDR",
  "RYAN",
  "RH",
  "PRI",
  "MLI",
  "VOYA",
  "ATO",
  "ADSK",
  "AON",
  "SFM",
  "GM",
  "HAL",
  "WTS",
  "SF",
  "APTV",
  "ACGL",
  "TMHC",
  "TOL",
  "AVY",
  "AFL",
  "APH",
  "AMD",
  "SONY",
  "ALLE",
  "AVB",
  "X",
  "FI",
  "DRI",
  "DOV",
  "WAB",
  "WSO",
  "IP",
  "VVV",
  "DLTR",
  "F",
  "GNRC",
  "DECK",
  "WEC",
  "DEO",
  "AJG",
  "WM",
  "FSLR",
  "FOX",
  "FTNT",
  "EFX",
  "NCLH",
  "AEP",
  "BKR",
  "ES",
  "IDXX",
  "LSTR",
  "IEX",
  "AOS",
  "PEG",
  "NVO",
  "DHI",
  "AMZN",
  "MSI",
  "OLN",
  null,
  "CMS",
  "CLF",
  "IVE",
  "LCID",
  "HCA",
  "PFG",
  "SIRI",
  "LUV",
  null,
  "OVV",
  "DKS",
  "HII",
  null,
  "TPL",
  null,
  null,
  "FAF",
  "AAON",
  "DOX",
  "NTES",
  "HBAN",
  "RGA",
  "VPL",
  "VGT",
  "USB",
  "ESGV",
  "VLO",
  "VEA",
  "VGK",
  "MGK",
  "VBK",
  "VBR",
  "VOO",
  "VLTO",
  "VTV",
  "VEEV",
  "VRSN",
  "VTRS",
  "V",
  "VST",
  "WFRD",
  "WMT",
  "WAT",
  "WCC",
  "WDC",
  "WFC",
  "WAL",
  "WST",
  "WLK",
  "WSM",
  "WTW",
  "WMB",
  "WWD",
  null,
  "WPC",
  "XEL",
  "WDAY",
  null,
  "YUM",
  "Z",
  "SOLV",
  null,
  "LNT",
  "UMC",
  "DTE",
  null,
  "OC",
  "GNTX",
  null,
  "FOXA",
  "MTB",
  "CNQ",
  "AEM",
  "BIIB",
  "SCHG",
  "SCHF",
  "SCHA",
  "JBHT",
  "JKHY",
  "LVS",
  "EIX",
  "NSC",
  "KEY",
  "CACC",
  null,
  "NXPI",
  "LLYVK",
  "LH",
  "MOH",
  "MFC",
  "NOV",
  "TER",
  "SO",
  "TTD",
  "ON",
  "UFPI",
  "PPL",
  "BPOP",
  "OKTA",
  "OTIS",
  "SW",
  "PSX",
  "ROL",
  "CRM",
  "SWKS",
  "SCI",
  null,
  "SUI",
  "SYY",
  "DIA",
  "ORI",
  "TS",
  null,
  "DINO",
  "LYB",
  "ZION",
  "IUSV",
  null,
  "GEV",
  "MELI",
  "ZBH",
  "DGRO",
  "GAP",
  "MCK",
  "SPYV",
  "GWW",
  "PSA",
  "SYF",
  "NUE",
  "NRG",
  "PAYC",
  "FDX",
  "AME",
  "ALLY",
  "KMB",
  "LULU",
  "ALV",
  "AN",
  "ADP",
  "AVTR",
  "AXS",
  "BAC",
  "BK",
  "BRK-B",
  "BJ",
  "BBY",
  "BCC",
  "BE",
  "BA",
  "BWA",
  "BMY",
  "BC",
  "BLDR",
  "BR",
  "BG",
  "BWXT",
  "BURL",
  "CNI",
  "CDNS",
  "CG",
  "CARR",
  "CCL",
  "CSL",
  "CBOE",
  "CBRE",
  "CDW",
  "CASY",
  "CX",
  "CVE",
  "CNC",
  "CNP",
  "CF",
  "CHX",
  "CHE",
  "CVX",
  "LNG",
  "CHTR",
  "CINF",
  "CIG",
  "CB",
  "CHRD",
  "CMG",
  "CSCO",
  "CIVI",
  "C",
  "CLX",
  "CME",
  "COKE",
  "KO",
  "CMA",
  "COIN",
  "CMCSA",
  "CTSH",
  "CL",
  "CMC",
  "COP",
  "CEG",
  "CPRT",
  "ED",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CPNG",
  "CROX",
  "CSX",
  "CW",
  "DHR",
  "DE",
  "DVN",
  "FANG",
  "DAL",
  null,
  null,
  null,
  null,
  "DFAC",
  "DFS",
  "DLR",
  "DOCU",
  "DCI",
  "RSP",
  "EWJ",
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VMC",
  "USMV",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "MLM",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 650
Total Value: 43004964
Accession Number: 0002007175-25-000003
Form Type: 13F-HR
CIK: valued-wealth-advisors
Manager Name: Valued-Wealth-Advisors

Data Enrichment

90% identified

585 identified65 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

650 positions • $43,004.964K total value

650 positions

Manager:

SEC FilingSEC DataHachi Filing

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CBRE GROUP, INC.

CBRE|12504L109

Shares:8

Value:$1.0K

HCA Healthcare, Inc.

HCA|40412C101

Shares:3

Value:$1.0K

BJ's Wholesale Club Holdings, Inc.

BJ|05550J101

Shares:9

Value:$1.0K

HF Sinclair Corp

DINO|403949100

Shares:31

Value:$1.0K

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:24

Value:$1.0K

WILLIS TOWERS WATSON PLC

WTW|G96629103

Shares:3

Value:$1.0K

WATSCO INC

WSO|942622200

Shares:2

Value:$1.0K

ELECTRONIC ARTS INC.

EA|285512109

Shares:7

Value:$1.0K

81369Y506

Shares:11

Value:$1.0K

REINSURANCE GROUP OF AMERICA INC

RGA|759351604

Shares:5

Value:$990

HALLIBURTON CO

HAL|406216101

Shares:38

Value:$975

ZILLOW GROUP, INC.

Z|98954M200

Shares:14

Value:$960

BOYD GAMING CORP

BYD|103304101

Shares:14

Value:$925

GLOBE LIFE INC.

GL|37959E102

Shares:7

Value:$924

TERADYNE, INC

TER|880770102

Shares:11

Value:$910

Avantor, Inc.

AVTR|05352A100

Shares:56

Value:$908

Unum Group

UNM|91529Y106

Shares:11

Value:$905

CMS ENERGY CORP

CMS|125896100

Shares:12

Value:$902

DOLLAR TREE, INC.

DLTR|256746108

Shares:12

Value:$901

Public Storage

PSA|74460D109

Shares:3

Value:$898

Instrument	Shares		Other Manager	Value
CBRE GROUP, INC.(CBREcusip12504L109)	8	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.0K	QoQ -0.38% (-$4) YoY +34.57% (+$269)
HCA Healthcare, Inc.(HCAcusip40412C101)	3	QoQ 0.00% (+0) YoY NEW(+3)	All Managers (Combined)	$1.0K	QoQ +15.09% (+$136) YoY NEW(+$1.0K)
BJ's Wholesale Club Holdings, Inc.(BJcusip05550J101)	9	QoQ +125.00% (+5) YoY NEW(+9)	All Managers (Combined)	$1.0K	QoQ +186.87% (+$669) YoY NEW(+$1.0K)
HF Sinclair Corp(DINOcusip403949100)	31	QoQ 0.00% (-0) YoY +24.00% (-6)	All Managers (Combined)	$1.0K	QoQ -5.78% (-$63) YoY -32.05% (-$484)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	24	QoQ 0.00% (+0) YoY -29.41% (-10)	All Managers (Combined)	$1.0K	QoQ +9.18% (+$86) YoY -46.04% (-$872)
WILLIS TOWERS WATSON PLC(WTWcusipG96629103)	3	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.0K	QoQ +7.84% (+$74) YoY +22.82% (+$189)
WATSCO INC(WSOcusip942622200)	2	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.0K	QoQ +7.27% (+$69) YoY +17.70% (+$153)
ELECTRONIC ARTS INC.(EAcusip285512109)	7	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.0K	QoQ -1.26% (-$13) YoY +8.93% (+$83)
(cusip81369Y506)✕	11	QoQ 0.00% (+0) YoY +10.00% (+1)	All Managers (Combined)	$1.0K	QoQ +9.04% (+$83) YoY +1.41% (+$14)
REINSURANCE GROUP OF AMERICA INC(RGAcusip759351604)	5	QoQ 0.00% (-0) YoY +66.66% (+2)	All Managers (Combined)	$990	QoQ -7.39% (-$79) YoY +70.98% (+$411)
HALLIBURTON CO(HALcusip406216101)	38	QoQ -58.24% (-53) YoY +2.70% (-1)	All Managers (Combined)	$975	QoQ -60.68% (-$1.5K) YoY -33.17% (-$484)
ZILLOW GROUP, INC.(Zcusip98954M200)	14	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$960	QoQ -7.42% (-$77) YoY +40.55% (+$277)
BOYD GAMING CORP(BYDcusip103304101)	14	QoQ 0.00% (-0) YoY -33.33% (-7)	All Managers (Combined)	$925	QoQ -9.04% (-$92) YoY -34.62% (-$490)
GLOBE LIFE INC.(GLcusip37959E102)	7	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$924	QoQ +18.30% (+$143) YoY +12.54% (+$103)
TERADYNE, INC(TERcusip880770102)	11	QoQ 0.00% (-0) YoY +175.00% (+7)	All Managers (Combined)	$910	QoQ -34.34% (-$476) YoY +101.32% (+$458)
Avantor, Inc.(AVTRcusip05352A100)	56	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$908	QoQ -23.05% (-$272) YoY -36.59% (-$524)
Unum Group(UNMcusip91529Y106)	11	QoQ 0.00% (+0) YoY -64.51% (-20)	All Managers (Combined)	$905	QoQ +12.14% (+$98) YoY -45.61% (-$759)
CMS ENERGY CORP(CMScusip125896100)	12	QoQ 0.00% (+0) YoY NEW(+12)	All Managers (Combined)	$902	QoQ +12.75% (+$102) YoY NEW(+$902)
DOLLAR TREE, INC.(DLTRcusip256746108)	12	QoQ 0.00% (+0) YoY -14.28% (-2)	All Managers (Combined)	$901	QoQ +0.11% (+$1) YoY -51.68% (-$964)
Public Storage(PSAcusip74460D109)	3	QoQ 0.00% (-0) YoY NEW(+3)	All Managers (Combined)	$898	QoQ -0.11% (-$1) YoY NEW(+$898)