Valued Retirements, Inc.

13F Filings History

Latest 13F report: Q3 2024 - Nov 15, 2024
Value $: $72.6M
Signature - Title: Sarah Mizell - President
Location: Houston, TX
Summary: This page shows a list of all the recent 13F filings made by Valued Retirements, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Valued Retirements, Inc. reported 81 stock holdings with total value $72.6M as of Q3 2024. Top holdings included DFIV, QQQ, XOM, RWJ, and SYLD.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	81	$72.6M	+$7.05M	-$4.12M	+$2.93M	DFIV, QQQ, XOM, RWJ, SYLD	13F-HR	11/14/2024, 05:48 PM
Q2 2024	70	$65.9M	+$6.32M	-$3.19M	+$3.13M	QQQ, XOM, DFIV, RWJ, SYLD	13F-HR	11/18/2024, 10:59 AM
Q1 2024	72	$62.5M	+$1.49M	-$431K	+$1.05M	XOM, QQQ, DFIV, RWJ, SYLD	13F-HR	11/18/2024, 12:02 PM
Q4 2023	68	$57.7M	$0	$0		XOM, QQQ, DFIV, RWJ, SYLD	13F-HR	11/18/2024, 12:42 PM