Valued Wealth Advisors LLC
Top Portfolio Positions
640 positions ·
$14,026,802 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
4,460 | $1,131,903 | 8.07% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,618 | $545,250 | 3.89% | |
| XOM |
Exxon Mobil Corp
Energy
|
3,187 | $540,706 | 3.85% | |
| MSFT |
Microsoft Corp
Technology
|
1,408 | $521,199 | 3.72% | |
| NVDA |
Nvidia Corp
Technology
|
2,833 | $494,075 | 3.52% | |
| SMA |
SmartStop Self Storage REIT, Inc.
Real Estate
|
15,889 | $481,118 | 3.43% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
845 | $404,924 | 2.89% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,238 | $355,999 | 2.54% | |
| AVGO |
Broadcom Inc.
Technology
|
705 | $218,204 | 1.56% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
215 | $214,232 | 1.53% |
Portfolio Trend
10 quarters · across all stocks
Holdings in SU
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,578 | 39 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,730 | 39 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,630 | 39 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,460 | 39 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,510 | 39 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,391 | 39 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,439 | 39 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,485 | 39 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,439 | 39 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $20,409 | 637 | Shares | Sole | 2024-01-08 | |
| No 13F history on record for this holder in this stock. | ||||||