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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 3 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AIG AMERICAN INTL GROUP INC Financial Services 356.0 $27K 0.01% -119.0 -25.1% $75.16 -0.4%
42 QCOM QUALCOMM INC Technology 205.0 $26K 0.01% -22.0 -9.7% $129.01 +58.8%
43 GE GE AEROSPACE Industrials 86.0 $25K 0.01% -4.0 -4.4% $284.99 +30.3%
44 C CITIGROUP INC Financial Services 207.0 $23K 0.01% -11.0 -5.0% $113.24 +28.0%
45 GLW CORNING INC Technology 159.0 $22K 0.01% -15.0 -8.6% $135.89 +67.9%
46 GM GENERAL MTRS CO Consumer Cyclical 288.0 $21K 0.01% -102.0 -26.1% $74.38 +5.6%
47 ABT ABBOTT LABORATORIES Healthcare 195.0 $20K 0.01% -135.0 -40.9% $102.89 -9.4%
48 NSC NORFOLK SOUTHN CORP Industrials 64.0 $18K 0.01% -16.0 -20.0% $285.89 +9.2%
49 PCAR PACCAR INC Industrials 157.0 $18K 0.01% -8.0 -4.8% $115.31 +5.5%
50 BE BLOOM ENERGY CORP Industrials 128.0 $17K 0.01% -149.0 -53.8% $135.49 +128.2%
51 TPR TAPESTRY INC Consumer Cyclical 117.0 $17K 0.01% -7.0 -5.7% $141.12 +3.5%
52 VRTX VERTEX PHARMACEUTICALS INC Healthcare 37.0 $16K 0.01% -7.0 -15.9% $442.32 +8.6%
53 LOW LOWES COS INC Consumer Cyclical 68.0 $16K 0.01% -4.0 -5.6% $235.97 -5.9%
54 MS MORGAN STANLEY Financial Services 96.0 $16K 0.01% -34.0 -26.1% $164.32 +34.5%
55 AMP AMERIPRISE FINL INC Financial Services 34.0 $15K 0.01% -13.0 -27.7% $448.85 +1.0%
56 MET METLIFE INC Financial Services 191.0 $13K 0.01% -42.0 -18.0% $70.55 +19.9%
57 NVR NVR INC Consumer Cyclical 2.0 $13K 0.01% -2.0 -50.0% $6590.00 +3.4%
58 AXP AMERICAN EXPRESS CO Financial Services 42.0 $13K 0.01% -13.0 -23.6% $304.93 +12.3%
59 ADSK AUTODESK INC Technology 52.0 $12K 0.01% -13.0 -20.0% $239.40 -20.7%
60 SPYG SPDR SERIES TRUST 124.0 $12K 0.01% -11.0 -8.2% $98.20 +17.7%
Page 3 of 6  ·  106 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%