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GOOG has hit a 52 week high
Google annnouced there quarterly earnings and beating analysts estimates causing the stock to surge to a new 52 week high.
NOC has hit a 52 week high
Northrop Grumman annnouced there quarterly earnings and beating analysts estimates causing the stock to surge to a new 52 week high.
TSLA is down 2%
Tesla is down 2% today after the company annnouced they will be delaying the new model 3.
MSFT has hit a 52 week high
Microsoft annnouced there quarterly earnings and beating analysts estimates causing the stock to surge to a new 52 week high.

Values Added Financial Llc

13F Holdings
Filed: 2025-04-28
Portfolio Value
180.38M arrow_upward 4.36%
Number of Holdings
lock info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0001973921
Filing Date
2025-04-28 17:32:24
Address
1323 Shepherd St Nw
Washington
DC
Prior Value
172.84M
Top 10 Holdings %
lock
Portfolio Value
Values Added Financial Llc
(13F - 2025-03-31)
Vanguard Bd Index Fds
BND
2025-04-28
Value
15.44M
Shares
210.15K
Portfolio %
8.56%
Spdr Index Shs Fds
SPDW
2025-04-28
Value
11.53M
Shares
316.69K
Portfolio %
6.39%
Vanguard Tax-Managed Fds
VEA
2025-04-28
Value
10.44M
Shares
205.38K
Portfolio %
5.79%
Spdr Ser Tr
SPAB
2025-04-28
Value
8.10M
Shares
317.02K
Portfolio %
4.49%
Apple Inc
AAPL
2025-04-28
Value
7.77M
Shares
34.98K
Portfolio %
4.31%
Spdr Index Shs Fds
SPEM
2025-04-28
Value
6.60M
Shares
167.62K
Portfolio %
3.66%
Tcw Etf Trust
VOTE
2025-04-28
Value
6.44M
Shares
98.49K
Portfolio %
3.57%
Spdr Ser Tr
SPLG
2025-04-28
Value
6.39M
Shares
97.15K
Portfolio %
3.54%
Vanguard Mun Bd Fds
VTEB
2025-04-28
Value
5.33M
Shares
107.44K
Portfolio %
2.96%
Spdr Ser Tr
SPTM
2025-04-28
Value
4.80M
Shares
70.53K
Portfolio %
2.66%
Top Increases | Values Added Financial Llc
(2024-12-31 → 2025-03-31)
Spdr Ser Tr
SPAB
2025-04-28
Value Change
arrow_upward 2.01M
Shares
arrow_upward 73.57K
Portfolio % Change
arrow_upward 0.97%
Portfolio %
4.49%
Schwab Strategic Tr
SCHZ
2025-04-28
Value Change
arrow_upward 1.43M
Shares
arrow_upward 60.35K
Portfolio % Change
arrow_upward 0.76%
Portfolio %
1.57%
Vanguard Bd Index Fds
BND
2025-04-28
Value Change
arrow_upward 1.82M
Shares
arrow_upward 20.75K
Portfolio % Change
arrow_upward 0.68%
Portfolio %
8.56%
Spdr Index Shs Fds
SPDW
2025-04-28
Value Change
arrow_upward 1.40M
Shares
arrow_upward 19.76K
Portfolio % Change
arrow_upward 0.53%
Portfolio %
6.39%
Markel Group Inc
MKL
2025-04-28
Value Change
arrow_upward 988.27K
Shares
arrow_upward 447.00
Portfolio % Change
arrow_upward 0.50%
Portfolio %
1.57%
Ishares Tr
ESGD
2025-04-28
Value Change
arrow_upward 972.66K
Shares
arrow_upward 10.27K
Portfolio % Change
arrow_upward 0.49%
Portfolio %
1.56%
Ishares Tr
IDEV
2025-04-28
Value Change
arrow_upward 497.23K
Shares
arrow_upward 5.82K
Portfolio % Change
arrow_upward 0.24%
Portfolio %
1.05%
Ishares Tr
DMXF
2025-04-28
Value Change
arrow_upward 555.28K
Shares
arrow_upward 5.99K
Portfolio % Change
arrow_upward 0.22%
Portfolio %
2.31%
Apple Inc
AAPL
2025-04-28
Value Change
arrow_upward 688.66K
Shares
arrow_upward 6.70K
Portfolio % Change
arrow_upward 0.21%
Portfolio %
4.31%
Schwab Strategic Tr
SCHE
2025-04-28
Value Change
arrow_upward 342.31K
Shares
arrow_upward 11.92K
Portfolio % Change
arrow_upward 0.18%
Portfolio %
0.40%
Top Decreases | Values Added Financial Llc
(2024-12-31 → 2025-03-31)
Schwab Strategic Tr
SCHF
2025-04-28
Value Change
arrow_downward 16.63K
Shares
arrow_downward -877.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.28%
Ishares Tr
IWD
2025-04-28
Value Change
arrow_downward 3.28K
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.11%
Moodys Corp
MCO
2025-04-28
Value Change
arrow_downward 8.57K
Shares
arrow_downward 31.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.21%
Spdr Ser Tr
SDY
2025-04-28
Value Change
arrow_downward 11.86K
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.25%
Spdr Ser Tr
QUS
2025-04-28
Value Change
arrow_downward 2.91K
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.14%
Schwab Strategic Tr
FNDF
2025-04-28
Value Change
arrow_downward 10.34K
Shares
arrow_downward -765.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.24%
Texas Instrs Inc
TXN
2025-04-28
Value Change
arrow_downward -1628.00
Shares
arrow_downward 57.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.16%
Vanguard Intl Equity Index F
VT
2025-04-28
Value Change
arrow_downward -3576.00
Shares
arrow_downward 1.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.16%
Unitedhealth Group Inc
UNH
2025-04-28
Value Change
arrow_downward 3.76K
Shares
arrow_downward -24.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.26%
Walmart Inc
WMT
2025-04-28
Value Change
arrow_downward -5720.00
Shares
arrow_downward 29.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.16%
Values Added Financial Llc (13F - 2025-03-31) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Values Added Financial Llc
(2024-12-31 → 2025-03-31)
Welltower Inc
WELL
2025-04-28
Value
add_circle 221.08K
Shares
1.44K
Portfolio %
0.12%
% Change
0.12%
Ishares Tr
EWU
2025-04-28
Value
add_circle 215.83K
Shares
5.76K
Portfolio %
0.12%
% Change
0.12%
Netflix Inc
NFLX
2025-04-28
Value
add_circle 210.75K
Shares
226.00
Portfolio %
0.12%
% Change
0.12%
Spdr Ser Tr
SPMD
2025-04-28
Value
add_circle 207.59K
Shares
4.06K
Portfolio %
0.12%
% Change
0.12%
Ishares Tr
IXN
2025-04-28
Value
add_circle 205.18K
Shares
2.71K
Portfolio %
0.11%
% Change
0.11%
Closed Positions | Values Added Financial Llc
(2024-12-31 → 2025-03-31)
Blackstone Inc
-
2025-01-30
Value
remove_circle 204.66K
Shares
1.19K
Previous %
7.88%
% Change
-7.88%
Nushares Etf Tr
-
2025-01-30
Value
remove_circle 207.24K
Shares
4.37K
Previous %
7.88%
% Change
-7.88%
Prudential Finl Inc
-
2025-01-30
Value
remove_circle 225.92K
Shares
1.91K
Previous %
7.88%
% Change
-7.88%