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