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Portfolio (Quarterly) Guide ↗

Valued Wealth Advisors LLC

· CIK 0002007175
13F Portfolio $247M AUM 751 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 132 New 281 Added 106 Reduced 21 Exited
Page 8 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CDNS CADENCE DESIGN SYSTEM INC Technology 39.0 $11K 0.00% +21.0 +116.7% $277.87 +31.2%
142 PRU PRUDENTIAL FINL INC Financial Services 110.0 $11K 0.00% +15.0 +15.8% $97.99 +10.2%
143 FITB FIFTH THIRD BANCORP Financial Services 230.0 $11K 0.00% +81.0 +54.4% $46.83 +20.3%
144 MTDR MATADOR RES CO Energy 169.0 $11K 0.00% +166.0 +5533.3% $63.23 -20.2%
145 BBY BEST BUY INC Consumer Cyclical 164.0 $11K 0.00% +146.0 +811.1% $64.96 +19.7%
146 PLTR PALANTIR TECHNOLOGIES INC Technology 72.0 $11K 0.00% +39.0 +118.2% $146.29 -23.8%
147 EXC EXELON CORP Utilities 210.0 $10K 0.00% +123.0 +141.4% $48.95 -3.6%
148 ZION ZIONS BANCORPORATION NATL AS Financial Services 174.0 $10K 0.00% +108.0 +163.6% $57.73 +19.4%
149 GD GENERAL DYNAMICS CORP Industrials 28.0 $10K 0.00% +14.0 +100.0% $344.68 +0.7%
150 EQT EQT CORP Energy 151.0 $10K 0.00% +127.0 +529.2% $63.83 -16.4%
151 PKG PACKAGING CORP AMER Consumer Cyclical 45.0 $10K 0.00% +1.0 +2.3% $213.07 +12.2%
152 STT STATE STR CORP Financial Services 75.0 $9K 0.00% +47.0 +167.9% $126.59 +31.8%
153 CCL CARNIVAL CORP Consumer Cyclical 366.0 $9K 0.00% +159.0 +76.8% $25.85 +10.5%
154 ENTERGY CORP NEW 84.0 $9K 0.00% +64.0 +320.0% $112.37
155 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 130.0 $9K 0.00% +12.0 +10.2% $72.46 +33.8%
156 CTVA CORTEVA INC Basic Materials 111.0 $9K 0.00% +79.0 +246.9% $83.50 -1.9%
157 CEG CONSTELLATION ENERGY CORP Utilities 33.0 $9K 0.00% +19.0 +135.7% $279.45 -5.2%
158 SO SOUTHERN CO Utilities 94.0 $9K 0.00% +61.0 +184.8% $96.22 +0.3%
159 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 123.0 $9K 0.00% +115.0 +1437.5% $72.67 +7.3%
160 SANDISK CORP 14.0 $9K 0.00% +8.0 +133.3% $635.36
Page 8 of 15  ·  281 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.0%
Financial Services 12.9%
Energy 11.8%
Industrials 9.7%
Consumer Cyclical 9.5%
Communication Services 9.3%
Healthcare 6.9%
Consumer Defensive 5.2%
Real Estate 4.1%
Utilities 2.4%