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Valued Wealth Advisors LLC

Q2 2025 Holdings

Filed 2025-08-06 | 620 holdings | $191.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Stanley Black & Decker Inc(SWK)COM854502101$47570.0%
Health Catalyst Inc(HCAT)COM42225T107$4831280.0%
Credit Accep Corp Mich(CACC)COM225310101$51010.0%
Arrow Electrs Inc(ARW)COM042735100$51040.0%
Nucor Corp(NUE)COM670346105$52140.0%
Idex Corp(IEX)COM45167R104$52730.0%
Netease Inc(NTES)SPONSORED ADS64110W102$53940.0%
Lyondellbasell Industries N(LYB)SHS - A -N53745100$54290.0%
Schlumberger LTD(SLB)COM STK806857108$554160.0%
NOV Inc(NOV)COM62955J103$560450.0%
Tyson Foods Inc(TSN)CL A902494103$560100.0%
Advanced Drain SYS Inc del(WMS)COM00790R104$57650.0%
Frontier Communications Pare(FYBR)COM35909D109$583160.0%
Qorvo Inc(QRVO)COM74736K101$59570.0%
UFP Industries Inc(UFPI)COM90278Q108$59860.0%
U Haul Holding Company(UHAL)COM023586100$606100.0%
Nebius Group N.V.(NBIS)SHS CLASS AN97284108$609110.0%
Comerica Inc(CMA)COM200340107$616100.0%
Wabtec(WAB)COM929740108$62930.0%
Teradyne Inc(TER)COM880770102$63270.0%
American Finl Group Inc Ohio(AFG)COM025932104$63550.0%
Principal Financial Group in(PFG)COM74251V102$64080.0%
Textron Inc(TXT)COM883203101$64480.0%
Brighthouse Finl Inc(BHF)COM10922N103$646120.0%
Invesco Galaxy Bitcoin ETF(BTCO)COM SHS BEN INT46091J101$64660.0%
Leidos Holdings Inc(LDOS)COM525327102$64640.0%
Ferguson Enterprises Inc(FERG)COMMON STOCK NEW31488V107$65630.0%
Onemain Hldgs Inc(OMF)COM68268W103$659120.0%
Viatris Inc(VTRS)COM92556V106$675760.0%
Lithia Mtrs Inc(LAD)COM536797103$67720.0%
Antero Resources Corp(AR)COM03674X106$685170.0%
Toll Brothers Inc(TOL)COM889478103$68860.0%
WP Carey Inc(WPC)COM92936U109$697110.0%
Burlington Stores Inc(BURL)COM122017106$69830.0%
Helmerich & Payne Inc(HP)COM423452101$698460.0%
Cboe Global Mkts Inc(CBOE)COM12503M108$70030.0%
Workday Inc(WDAY)CL A98138H101$72030.0%
Carlyle Group Inc(CG)COM14316J108$720140.0%
Allegion PLC(ALLE)ORD SHSG0176J109$72150.0%
Huntington Ingalls Inds Inc(HII)COM446413106$72530.0%
Ford MTR Co(F)COM345370860$731670.0%
Humana Inc(HUM)COM444859102$74030.0%
YUM Brands Inc(YUM)COM988498101$74150.0%
Kenvue Inc(KVUE)COM49177J102$754360.0%
RPM Intl Inc(RPM)COM749685103$77870.0%
Equifax Inc(EFX)COM294429105$77930.0%
Vulcan Matls Co(VMC)COM929160109$78330.0%
Delta AIR Lines Inc del(DAL)COM NEW247361702$790160.0%
Dicks Sporting Goods Inc(DKS)COM253393102$80240.0%
Nasdaq Inc(NDAQ)COM631103108$80590.0%
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