Valued Wealth Advisors LLC
Top Portfolio Positions
639 positions ·
$13,621,878 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
4,460 | $1,131,903 | 8.31% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,618 | $545,250 | 4.00% |
| XOM |
Exxon Mobil Corp
Energy
|
3,187 | $540,706 | 3.97% |
| MSFT |
Microsoft Corp
Technology
|
1,408 | $521,199 | 3.83% |
| NVDA |
Nvidia Corp
Technology
|
2,833 | $494,075 | 3.63% |
| SMA |
SmartStop Self Storage REIT, Inc.
Real Estate
|
15,889 | $481,118 | 3.53% |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,238 | $355,999 | 2.61% |
| AVGO |
Broadcom Inc.
Technology
|
705 | $218,204 | 1.60% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
215 | $214,232 | 1.57% |
| META |
Meta Platforms, Inc.
Communication Services
|
368 | $210,543 | 1.55% |
Portfolio Trend
Holdings in HOPE
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,356 | 211 | Shares | Sole | 2026-04-30 | |
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