Portfolio (Quarterly)
Guide ↗
Valued Wealth Advisors LLC
· CIK 0002007175| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | ASTRAZENECA PLC | — | 117 | $11K | 0.01% | SOLD |
| 2 | FIS | FIDELITY NATL INFORMATION SV | Technology | 131 | $9K | 0.00% | SOLD |
| 3 | — | TELEFONICA S A | — | 1,558 | $7K | 0.00% | SOLD |
| 4 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 17 | $3K | 0.00% | SOLD |
| 5 | ATO | ATMOS ENERGY CORP | Utilities | 8 | $1K | 0.00% | SOLD |
| 6 | TTD | THE TRADE DESK INC | Technology | 31 | $1K | 0.00% | SOLD |
| 7 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 15 | $1K | 0.00% | SOLD |
| 8 | — | COMERICA INC | — | 10 | $914.0 | — | SOLD |
| 9 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 16 | $870.0 | — | SOLD |
| 10 | APOS | APOLLO GLOBAL MGMT INC | Financial Services | 6 | $869.0 | — | SOLD |
| 11 | CG | CARLYLE GROUP INC | Financial Services | 14 | $828.0 | — | SOLD |
| 12 | TLN | TALEN ENERGY CORP | Utilities | 2 | $750.0 | — | SOLD |
| 13 | FERG | FERGUSON ENTERPRISES INC | Industrials | 3 | $668.0 | — | SOLD |
| 14 | BTCO | INVESCO GALAXY BITCOIN ETF | Financial Services | 7 | $611.0 | — | SOLD |
| 15 | — | FRONTIER COMMUNICATIONS PARE | — | 16 | $610.0 | — | SOLD |
| 16 | ORI | OLD REP INTL CORP | Financial Services | 12 | $548.0 | — | SOLD |
| 17 | CACC | CREDIT ACCEP CORP MICH | Financial Services | 1 | $444.0 | — | SOLD |
| 18 | DASH | DOORDASH INC | Communication Services | 1 | $227.0 | — | SOLD |
| 19 | — | SYNOVUS FINL CORP | — | 3 | $159.0 | — | SOLD |
| 20 | RHI | ROBERT HALF INC. | Industrials | 3 | $92.0 | — | SOLD |
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%