Position in EW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$5,698
-$227 QoQ
Shares Held
63
-14.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,230
of 1,313 holders
Holding Since
Dec 2023
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Valued Wealth Advisors LLC holds $40,268 across 10 Medical Devices names. EW ranks #2 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BSX |
Boston Scientific Corp
|
236 | $10,072 | |
| 2 | EW |
Edwards Lifesciences Corp
This page
|
63 | $5,698 | |
| 3 | LIVN |
LivaNova PLC
|
59 | $4,851 | |
| 4 | ABT |
Abbott Laboratories
|
52 | $4,718 | |
| 5 | PHG |
Koninklijke Philips NV
|
172 | $4,676 | |
| 6 | MDT |
Medtronic plc
|
39 | $3,050 | |
| 7 | DXCM |
Dexcom Inc
|
43 | $2,896 | |
| 8 | SYK |
Stryker Corp
|
8 | $2,518 |
All Filings in EW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,698 | 63 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,925 | 74 | Shares | Sole | 2026-04-30 | |
| 2024-06-30 | $184 | 2 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $191 | 2 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $152 | 2 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||