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Valued Wealth Advisors LLC

Q1 2025 Holdings

Filed 2025-05-01 | 665 holdings | $166.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Idex Corp(IEX)COM45167R104$54330.0%
Advanced Drain SYS Inc del(WMS)COM00790R104$54450.0%
Wabtec(WAB)COM929740108$54530.0%
Leidos Holdings Inc(LDOS)COM525327102$55340.0%
Onemain Hldgs Inc(OMF)COM68268W103$554110.0%
Robert Half Inc(RHI)COM770323103$562100.0%
NXP Semiconductors N V(NXPI)COMN6596X109$57430.0%
Frontier Communications Pare(FYBR)COM35909D109$574160.0%
Microstrategy Inc(MSTR)CL A NEW594972408$57720.0%
Textron Inc(TXT)COM883203101$58080.0%
Health Catalyst Inc(HCAT)COM42225T107$5801280.0%
Microchip Technology Inc(MCHP)COM595017104$584120.0%
Lithia Mtrs Inc(LAD)COM536797103$58820.0%
Comerica Inc(CMA)COM200340107$603100.0%
Landstar SYS Inc(LSTR)COM515098101$60440.0%
Macys Inc(M)COM55616P104$606480.0%
Millrose Pptys Inc(MRP)COM CL A601137102$610230.0%
Carlyle Group Inc(CG)COM14316J108$611140.0%
Huntington Ingalls Inds Inc(HII)COM446413106$61330.0%
Super Micro Computer Inc(SMCI)COM NEW86800U302$617180.0%
Toll Brothers Inc(TOL)COM889478103$63560.0%
Tyson Foods Inc(TSN)CL A902494103$639100.0%
UFP Industries Inc(UFPI)COM90278Q108$64360.0%
Allegion PLC(ALLE)ORD SHSG0176J109$65350.0%
U Haul Holding Company(UHAL)COM023586100$654100.0%
American Finl Group Inc Ohio(AFG)COM025932104$66050.0%
Principal Financial Group in(PFG)COM74251V102$67880.0%
Cboe Global Mkts Inc(CBOE)COM12503M108$67930.0%
Nasdaq Inc(NDAQ)COM631103108$68390.0%
NOV Inc(NOV)COM62955J103$685450.0%
Antero Resources Corp(AR)COM03674X106$688170.0%
Vulcan Matls Co(VMC)COM929160109$70030.0%
Workday Inc(WDAY)CL A98138H101$70130.0%
WP Carey Inc(WPC)COM92936U109$704110.0%
Woodward Inc(WWD)COM980745103$73140.0%
Equifax Inc(EFX)COM294429105$73130.0%
Charter Communications Inc N(CHTR)CL A16119P108$73820.0%
Kraft Heinz Co(KHC)COM500754106$740240.0%
YUM Brands Inc(YUM)COM988498101$78750.0%
Zimmer Biomet Holdings Inc(ZBH)COM98956P102$79470.0%
Autonation Inc(AN)COM05329W102$81050.0%
East West Bancorp Inc(EWBC)COM27579R104$81490.0%
RPM Intl Inc(RPM)COM749685103$81570.0%
Five Below Inc(FIVE)COM33829M101$825110.0%
Devon Energy Corp New(DVN)COM25179M103$829220.0%
Intel Corp(INTC)COM458140100$841370.0%
Firstenergy Corp(FE)COM337932107$849210.0%
Seagate Technology Hldngs PL(STX)ORD SHSG7997R103$857100.0%
NRG Energy Inc(NRG)COM NEW629377508$86090.0%
Kenvue Inc(KVUE)COM49177J102$864360.0%
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