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Portfolio (Quarterly) Guide ↗

Valued Wealth Advisors LLC

· CIK 0002007175
13F Portfolio $275M AUM 913 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 193 New 307 Added 167 Reduced 27 Exited
Page 23 of 46  ·  913 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 119.0 $5K 0.00% +39.0 +48.8% $42.77 -48.1%
442 PUMP PROPETRO HLDG CORP Energy 354.0 $5K 0.00% +131.0 +58.7% $14.34 -20.0%
443 LC HAPPEN INC Financial Services 243.0 $5K 0.00% +80.0 +49.1% $20.74 -7.4%
444 SXC SUNCOKE ENERGY INC Energy 625.0 $5K 0.00% +215.0 +52.4% $8.05 +28.3%
445 VRSN VERISIGN INC Technology 20.0 $5K 0.00% $251.60 +16.1%
446 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 58.0 $5K 0.00% NEW $86.21 -1.1%
447 NE NOBLE CORP PLC Energy 134.0 $5K 0.00% -401.0 -75.0% $37.31 +22.3%
448 TLN TALEN ENERGY CORP Utilities 13.0 $5K 0.00% NEW $384.31 -17.5%
449 CPRX CATALYST PHARMACEUTICALS INC Healthcare 158.0 $5K 0.00% NEW $31.43 +0.2%
450 PHIN PHINIA INC Consumer Cyclical 60.0 $5K 0.00% NEW $82.38 -16.2%
451 CNX CNX RES CORP Energy 144.0 $5K 0.00% -482.0 -77.0% $33.93 +10.5%
452 LIVN LIVANOVA PLC Healthcare 59.0 $5K 0.00% NEW $82.24 -0.4%
453 GLDM WORLD GOLD TR Financial Services 61.0 $5K 0.00% $79.43 +10.5%
454 COLB COLUMBIA BKG SYS INC Financial Services 151.0 $5K 0.00% NEW $32.05 -3.9%
455 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 20.0 $5K 0.00% +2.0 +11.1% $241.00 +2.4%
456 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 66.0 $5K 0.00% NEW $73.00 -30.2%
457 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 1,042.0 $5K 0.00% -229.0 -18.0% $4.62 -31.8%
458 WFRD WEATHERFORD INTL PLC Energy 59.0 $5K 0.00% +57.0 +2850.0% $81.51 +17.6%
459 PII POLARIS INC Consumer Cyclical 70.0 $5K 0.00% NEW $68.44 -8.7%
460 ABT ABBOTT LABORATORIES Healthcare 52.0 $5K 0.00% -143.0 -73.3% $91.25 +18.7%
Page 23 of 46  ·  913 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 31.4%
Financial Services 14.1%
Industrials 10.6%
Consumer Cyclical 10.4%
Energy 7.5%
Healthcare 6.9%
Communication Services 6.7%
Consumer Defensive 4.3%
Real Estate 3.7%
Basic Materials 2.3%