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Values Added Financial LLC

All holdings · as of Dec 31, 2025

135 positions

CompanyClassValueShares% of portfolio
FLEXSHARES TR$201.0K1,2700.1%
NUSHARES ETF TR$201.5K4,2210.1%
PRUDENTIAL FINANCIAL INC$201.7K1,7870.1%
FRANKLIN TEMPLETON ETF TR$202.0K8,4890.1%
Blackstone Inc$206.2K1,3380.1%
NUCOR CORP$207.6K1,2730.1%
ISHARES TR$208.3K2,0310.1%
ZEBRA TECHNOLOGIES CORP$208.3K8580.1%
PROCTER & GAMBLE Co$208.7K1,4560.1%
ISHARES INC$211.7K4,7930.1%
REGENERON PHARMACEUTICALS, INC.$215.4K2790.1%
Quanta Services Inc$216.9K5140.1%
IDEXX LABORATORIES INC /DE$219.2K3240.1%
QUALCOMM INC/DE$224.1K1,3100.1%
FRANKLIN TEMPLETON ETF TR$224.8K4,6540.1%
US BANCORP \DE$225.7K4,2290.1%
ISHARES TR$227.8K1,0830.1%
The PNC Financial Services Group, Inc.$230.0K1,1020.1%
TORTOISE ENERGY INFRASTRUCTURE CORPTYGClosed-End Fund$233.8K5,7160.1%
CTO Realty Growth, Inc.$243.5K13,2250.1%
Intercontinental Exchange, Inc.$245.5K1,5160.1%
ISHARES TR$249.7K4,3830.1%
APPLIED MATERIALS INC /DE$251.8K9800.1%
Booking Holdings Inc$252.0K470.1%
Accenture plc$252.2K9400.1%
iShares MSCI UAE ETF$253.3K5,7600.1%
ASCENT INDUSTRIES CO.ACNTCommon Stock$266.5K16,4610.1%
LOWES COMPANIES INC$273.2K1,1330.1%
SPDR SERIES TRUST$275.4K1,5810.1%
AMERICAN EXPRESS CO$276.7K7480.1%
TEXAS INSTRUMENTS INC$278.3K1,6040.1%
ILLINOIS TOOL WORKS INC$281.8K1,1440.1%
CORNING INC /NY$290.5K3,3180.1%
MCDONALD'S CORP$297.7K9740.1%
CHURCH & DWIGHT CO INC /DE$300.6K3,5850.1%
SCHWAB STRATEGIC TR$308.5K14,7660.1%
BROOKFIELD CORP$309.8K6,7500.1%
Netflix Inc$315.0K3,3600.1%
INTUIT INC.$316.0K4770.1%
American Tower Corp$325.5K1,8540.1%
Welltower, Inc.$329.6K1,7760.1%
Walmart Inc.$334.8K3,0050.1%
NUSHARES ETF TR$339.7K7,6090.1%
JOHNSON & JOHNSON$341.9K1,6520.1%
UNITEDHEALTH GROUP INC$353.9K1,0720.1%
SPDR SERIES TRUST$354.3K6,1180.1%
ARES CAPITAL CORPARCCCommon Stock$360.7K17,8300.2%
Merck & Co., Inc.$363.8K3,4560.2%
EXXON MOBIL CORP$376.4K3,1280.2%
PEPSICO INC$382.5K2,6650.2%
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