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",
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  "T",
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  "AM",
  "CAT",
  "AVDE",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  "AVEM",
  "KMX",
  "SAN",
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  "BYD",
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  "COF",
  "CMI",
  "PHG",
  null,
  null,
  null,
  "DUK",
  "PECO",
  "D",
  "M",
  null,
  "EBAY",
  null,
  "EQH",
  null,
  "EOG",
  "EXPD",
  null,
  null,
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  "FCX",
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  "IBKR",
  "GD",
  "GILD",
  "GIS",
  "HON",
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  "AZN",
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  "INTU",
  "RPM",
  "FIVE",
  null,
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  "LEN",
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  "L",
  null,
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  "EQIX",
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  null,
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  null,
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  null,
  null,
  null,
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  "VZ",
  "KEYS",
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  null,
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  null,
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  null,
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  "O",
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  null,
  null,
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  "RSG",
  "IBM",
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  "TEL",
  "CI",
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  "TKC",
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  "TYL",
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  "UAL",
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  "VNQ",
  "VO",
  "NEM",
  "MET",
  "UHAL-B",
  "DTM",
  "WMS",
  "RCL",
  "SNV",
  "MRNA",
  "SCHW",
  "MNST",
  "EWBC",
  "VWO",
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  "JBL",
  null,
  null,
  null,
  null,
  null,
  "TY",
  null,
  "EXP",
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  "VIG",
  null,
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  "PSNY",
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  "TEF",
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  null,
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  "SU",
  null,
  "MTD",
  "GL",
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  "RMD",
  null,
  "PR",
  null,
  "ETR",
  "VTR",
  "DD",
  "VRTX",
  null,
  "EA",
  "TT",
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  "LOPE",
  "MUR",
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  "RYAN",
  "RH",
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  "ATO",
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  "AVY",
  "AFL",
  "APH",
  "AMD",
  "SONY",
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  "X",
  "FI",
  "DRI",
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  "WSO",
  "IP",
  "VVV",
  "DLTR",
  "F",
  "GNRC",
  "DECK",
  "WEC",
  "DEO",
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  "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",
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  "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",
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  "DIA",
  "ORI",
  "TS",
  null,
  "DINO",
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  "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",
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  "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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Norwegian Cruise Line Holdings Ltd.

NCLH|G66721104

Shares:8

Value:$152

Keysight Technologies, Inc.

KEYS|49338L103

Shares:1

Value:$150

ALASKA AIR GROUP, INC.

ALK|011659109

Shares:3

Value:$148

MURPHY OIL CORP

MUR|626717102

Shares:5

Value:$147

PPL Corp

PPL|69351T106

Shares:4

Value:$146

SYNOVUS FINANCIAL CORP

SNV|87161C501

Shares:3

Value:$146

DIGITAL REALTY TRUST, INC.

DLR|253868103

Shares:1

Value:$144

BIOGEN INC.

BIIB|09062X103

Shares:1

Value:$137

ENSIGN GROUP, INC

ENSG|29358P101

Shares:1

Value:$130

APA Corp

APA|03743Q108

Shares:6

Value:$129

EVERSOURCE ENERGY

ES|30040W108

Shares:2

Value:$126

QUALYS, INC.

QLYS|74758T303

Shares:1

Value:$126

Atkore Inc.

ATKR|047649108

Shares:2

Value:$121

U-Haul Holding Co /NV/

UHAL-B|023586506

Shares:2

Value:$119

EDISON INTERNATIONAL

EIX|281020107

Shares:2

Value:$118

LAS VEGAS SANDS CORP

LVS|517834107

Shares:3

Value:$117

SKECHERS USA INC

SKX|830566105

Shares:2

Value:$114

DOMINION ENERGY, INC

D|25746U109

Shares:2

Value:$114

CONSOLIDATED EDISON INC

ED|209115104

Shares:1

Value:$112

MAGNA INTERNATIONAL INC

MGA|559222401

Shares:3

Value:$102

Instrument	Shares		Other Manager	Value
Norwegian Cruise Line Holdings Ltd.(NCLHcusipG66721104)	8	QoQ 0.00% (-0) YoY +33.33% (+2)	All Managers (Combined)	$152	QoQ -26.21% (-$54) YoY +20.63% (+$26)
Keysight Technologies, Inc.(KEYScusip49338L103)	1	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$150	QoQ -6.83% (-$11) YoY -4.45% (-$7)
ALASKA AIR GROUP, INC.(ALKcusip011659109)	3	QoQ 0.00% (-0) YoY -40.00% (-2)	All Managers (Combined)	$148	QoQ -24.10% (-$47) YoY -31.16% (-$67)
MURPHY OIL CORP(MURcusip626717102)	5	QoQ -50.00% (-5) YoY -28.57% (-2)	All Managers (Combined)	$147	QoQ -51.96% (-$159) YoY -54.06% (-$173)
PPL Corp(PPLcusip69351T106)	4	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$146	QoQ +11.45% (+$15) YoY +30.35% (+$34)
SYNOVUS FINANCIAL CORP(SNVcusip87161C501)	3	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$146	QoQ -7.59% (-$12) YoY +19.67% (+$24)
DIGITAL REALTY TRUST, INC.(DLRcusip253868103)	1	QoQ 0.00% (-0) YoY NEW(+1)	All Managers (Combined)	$144	QoQ -19.55% (-$35) YoY NEW(+$144)
BIOGEN INC.(BIIBcusip09062X103)	1	QoQ -66.66% (-2) YoY -93.33% (-14)	All Managers (Combined)	$137	QoQ -70.15% (-$322) YoY -95.76% (-$3.1K)
ENSIGN GROUP, INC(ENSGcusip29358P101)	1	QoQ 0.00% (-0) YoY NEW(+1)	All Managers (Combined)	$130	QoQ -2.25% (-$3) YoY NEW(+$130)
APA Corp(APAcusip03743Q108)	6	QoQ -76.92% (-20) YoY -64.70% (-11)	All Managers (Combined)	$129	QoQ -78.57% (-$473) YoY -77.98% (-$457)
EVERSOURCE ENERGY(EScusip30040W108)	2	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$126	QoQ +9.56% (+$11) YoY +5.00% (+$6)
QUALYS, INC.(QLYScusip74758T303)	1	QoQ 0.00% (-0) YoY -88.88% (-8)	All Managers (Combined)	$126	QoQ -10.63% (-$15) YoY -91.61% (-$1.4K)
Atkore Inc.(ATKRcusip047649108)	2	QoQ 0.00% (-0) YoY -80.00% (-8)	All Managers (Combined)	$121	QoQ -27.54% (-$46) YoY -93.64% (-$1.8K)
U-Haul Holding Co /NV/(UHAL-Bcusip023586506)	2	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$119	QoQ -7.75% (-$10) YoY -11.19% (-$15)
EDISON INTERNATIONAL(EIXcusip281020107)	2	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$118	QoQ -26.25% (-$42) YoY -16.90% (-$24)
LAS VEGAS SANDS CORP(LVScusip517834107)	3	QoQ 0.00% (-0) YoY NEW(+3)	All Managers (Combined)	$117	QoQ -24.51% (-$38) YoY NEW(+$117)
SKECHERS USA INC(SKXcusip830566105)	2	QoQ NEW(+2) YoY NEW(+2)	All Managers (Combined)	$114	QoQ NEW(+$114) YoY NEW(+$114)
DOMINION ENERGY, INC(Dcusip25746U109)	2	QoQ -97.10% (-67) YoY 0.00% (+0)	All Managers (Combined)	$114	QoQ -96.93% (-$3.6K) YoY +15.15% (+$15)
CONSOLIDATED EDISON INC(EDcusip209115104)	1	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$112	QoQ +24.44% (+$22) YoY +23.07% (+$21)
MAGNA INTERNATIONAL INC(MGAcusip559222401)	3	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$102	QoQ -19.04% (-$24) YoY -37.80% (-$62)