Position in IOT
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$2,852
-$338 QoQ
Shares Held
90
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Valued Wealth Advisors LLC holds $663,786 across 12 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,462 | $545,355 | |
| 2 | ORCL |
Oracle Corp
|
294 | $43,085 | |
| 3 | FTNT |
Fortinet, Inc.
|
143 | $21,967 | |
| 4 | PANW |
Palo Alto Networks Inc
|
61 | $20,802 | |
| 5 | TWLO |
Twilio Inc
|
39 | $8,046 | |
| 6 | SNPS |
Synopsys Inc
|
14 | $6,244 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
128 | $6,105 | |
| 8 | VRSN |
Verisign Inc/Ca
|
20 | $5,031 |
All Filings in IOT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,852 | 90 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,190 | 90 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,352 | 90 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||