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Valued Wealth Advisors LLC

Q3 2025 Holdings

Filed 2025-10-29 | 627 holdings | $215.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Jacobs Solutions Inc(J)COM46982L108$45030.0%
DT Midstream Inc(DTM)COMMON STOCK23345M107$45640.0%
Berkley W R Corp(WRB)COM084423102$46060.0%
Lyondellbasell Industries N(LYB)SHS - A -N53745100$46390.0%
Mgic Invt Corp WIS(MTG)COM552848103$464160.0%
Credit Accep Corp Mich(CACC)COM225310101$46710.0%
Alliant Energy Corp(LNT)COM018802108$47270.0%
Western Digital Corp(WDC)COM958102105$48140.0%
Builders Firstsource Inc(BLDR)COM12008R107$48540.0%
Idex Corp(IEX)COM45167R104$48930.0%
Millrose Pptys Inc(MRP)COM CL A601137102$505150.0%
Old REP Intl Corp(ORI)COM680223104$510120.0%
Humana Inc(HUM)COM444859102$52520.0%
Halliburton Co(HAL)COM406216101$526210.0%
Tyson Foods Inc(TSN)CL A902494103$543100.0%
Nokia Corp(NOK)SPONSORED ADR654902204$5441130.0%
Smurfit Westrock PLC(SW)SHSG8267P108$554130.0%
Antero Resources Corp(AR)COM03674X106$571170.0%
U Haul Holding Company(UHAL)COM023586100$571100.0%
NOV Inc(NOV)COM62955J103$597450.0%
Frontier Communications Pare(FYBR)COM35909D109$598160.0%
RPM Intl Inc(RPM)COM749685103$60050.0%
Wabtec(WAB)COM929740108$60230.0%
Arrow Electrs Inc(ARW)COM042735100$60550.0%
Netease Inc(NTES)SPONSORED ADS64110W102$60840.0%
Occidental Pete Corp(OXY)COM674599105$619130.0%
Lithia Mtrs Inc(LAD)COM536797103$63420.0%
Brighthouse Finl Inc(BHF)COM10922N103$637120.0%
Qorvo Inc(QRVO)COM74736K101$63870.0%
Strategy Inc(MSTR)CL A NEW594972408$64520.0%
Viatris Inc(VTRS)COM92556V106$647650.0%
Carlisle COS Inc(CSL)COM142339100$66120.0%
Onemain Hldgs Inc(OMF)COM68268W103$665120.0%
Schlumberger LTD(SLB)COM STK806857108$671190.0%
Principal Financial Group in(PFG)COM74251V102$67180.0%
Hunt J B Trans Svcs Inc(JBHT)COM445658107$67450.0%
Ferguson Enterprises Inc(FERG)COMMON STOCK NEW31488V107$67730.0%
Textron Inc(TXT)COM883203101$67880.0%
Advanced Drain SYS Inc del(WMS)COM00790R104$69550.0%
Toll Brothers Inc(TOL)COM889478103$69650.0%
Comerica Inc(CMA)COM200340107$715100.0%
American Finl Group Inc Ohio(AFG)COM025932104$73450.0%
Cboe Global Mkts Inc(CBOE)COM12503M108$73630.0%
WP Carey Inc(WPC)COM92936U109$754110.0%
YUM Brands Inc(YUM)COM988498101$76050.0%
Equifax Inc(EFX)COM294429105$77030.0%
Leidos Holdings Inc(LDOS)COM525327102$77440.0%
Select Sector Spdr TR(XLE)ENERGY81369Y506$77890.0%
Microchip Technology Inc.(MCHP)COM595017104$780120.0%
Reinsurance GRP of America I(RGA)COM NEW759351604$78040.0%
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