Valued Wealth Advisors LLC

13F Filings History

Latest 13F report: Q3 2024 - Oct 28, 2024
Value $: $154M
Signature - Title: Taylor J Wagner - Chief Compliance Officer
Location: Holladay, UT
Summary: This page shows a list of all the recent 13F filings made by Valued Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Valued Wealth Advisors LLC reported 636 stock holdings with total value $154M as of Q3 2024. Top holdings included DFAU, DFAI, AVUV, DFSD, and AVDV.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	636	$154M	+$3.56M	-$3.71M	-$149K	DFAU, DFAI, AVUV, DFSD, AVDV	13F-HR	10/28/2024, 03:44 PM
Q2 2024	611	$146M	+$6.81M	-$1.67M	+$5.15M	DFAU, DFAI, AVUV, DFSD, AVDV	13F-HR	7/16/2024, 08:37 PM
Q1 2024	601	$141M	+$36.8M	-$20.9M	+$15.8M	DFAU, DFAI, AVUV, DFSD, AVDV	13F-HR	4/30/2024, 01:39 PM
Q4 2023	533	$108M	$0	$0		DFAU, DFSD, DFAT, DFAI, AVDV	13F-HR	1/5/2024, 07:14 PM