Fund Holdings — Values First Advisors, Inc.

Total Portfolio Value
$181.66M
Total Bought
$30.33M
Total Sold
$36.65M
Net Transaction
-$6.33M
Filing Period:
Securities
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SharesValue ($K)
Q3 2024
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Q4 2024
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Change
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Q3 2024
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Q4 2024
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Weight (%)
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Change
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ISHARES TR52,73980,799+28,0604,3856,6243.65%+2,239
ISHARES TR27,39842,392+14,9943,2774,8982.70%+1,621
ISHARES TR33,22351,029+17,8063,2604,7182.60%+1,458
ISHARES U S ETF TR
SHOR DURA BD ETF
54,69983,300+28,6012,8034,2072.32%+1,404
S&P GLOBAL INC(SPGI)6572,122+1,4653391,0570.58%+717
CADENCE DESIGN SYSTEM INC(CDNS)6412,878+2,2371748650.48%+691
WORKDAY INC(WDAY)1,2393,740+2,5013039650.53%+662
GE VERNOVA INC(GEV)01,949+1,94906410.35%+641
NVIDIA CORPORATION(NVDA)3,1207,582+4,4623791,0180.56%+639
XOMETRY INC(XMTR)56,77639,014-17,7621,0431,6640.92%+621
LAM RESEARCH CORP(LRCX)08,501+8,50106140.34%+614
LINDE PLC(LIN)7362,277+1,5413519530.52%+602
VERONA PHARMA PLC17,17423,505+6,3314941,0920.60%+597
RB GLOBAL INC(RBA)06,457+6,45705820.32%+582
SCHOLAR ROCK HLDG CORP(SRRK)26,11918,234-7,8852097880.43%+579
SERVICENOW INC(NOW)229709+4802047520.41%+547
OREILLY AUTOMOTIVE INC(ORLY)6021,025+4236931,2150.67%+522
ISHARES TR11,16617,167+6,0011,2211,7090.94%+488
INTUIT(INTU)193960+7671206030.33%+484
FASTENAL CO(FAST)06,689+6,68904810.26%+481
DOLLAR GEN CORP NEW(DG)06,336+6,33604800.26%+480
VERTIV HOLDINGS CO(VRT)04,182+4,18204750.26%+475
BROADCOM INC(AVGO)02,039+2,03904730.26%+473
SPDR SER TR
ST STR BL 12 ETF
9,63214,352+4,7209591,4230.78%+464
GLOBAL E ONLINE LTD
SHS
13,07017,706+4,6365029660.53%+463
ISHARES TR12,37818,912+6,5341,2141,6520.91%+437
HUNTINGTON BANCSHARES INC(HBAN)022,482+22,48203660.20%+366
CHENIERE ENERGY INC(LNG)01,687+1,68703620.20%+362
AMERICAN EXPRESS CO(AXP)01,207+1,20703580.20%+358
VANGUARD WORLD FD
INF TECH ETF
0560+56003480.19%+348
GENERAC HLDGS INC(GNRC)02,081+2,08103230.18%+323
VULCAN MATLS CO(VMC)01,251+1,25103220.18%+322
HOME DEPOT INC(HD)3831,211+8281554710.26%+316
BLUEPRINT MEDICINES CORP1,3154,970+3,6551224330.24%+312
FRONTDOOR INC(FTDR)05,444+5,44402980.16%+298
HACKETT GROUP INC(HCKT)82,52880,015-2,5132,1682,4581.35%+290
ELI LILLY & CO(LLY)78464+386693580.20%+289
BERKSHIRE HATHAWAY INC DEL0621+62102810.15%+281
MOTOROLA SOLUTIONS INC(MSI)164727+563743360.19%+263
WILLIAMS COS INC(WMB)9,19812,509+3,3114206770.37%+257
LATTICE SEMICONDUCTOR CORP(LSCC)4,8578,957+4,1002585070.28%+250
BOSTON SCIENTIFIC CORP(BSX)3393,110+2,771282780.15%+249
LIQUIDITY SVCS INC(LQDT)41,95537,302-4,6539571,2040.66%+248
APPLIED INDL TECHNOLOGIES IN(AIT)5101,475+9651143530.19%+239
PLANET FITNESS INC(PLNT)02,298+2,29802270.13%+227
SOUTHERN CO(SO)3,6176,646+3,0293265470.30%+221
RECURSION PHARMACEUTICALS IN(RXRX)60,22389,775+29,5523976070.33%+210
PAYLOCITY HLDG CORP(PCTY)01,019+1,01902030.11%+203
ARISTA NETWORKS INC(ANET)01,825+1,82502020.11%+202
UNION PAC CORP(UNP)4221,341+9191043060.17%+202
SHERWIN WILLIAMS CO(SHW)1,0961,823+7274186200.34%+202
ELEVATION SERIES TRUST06,538+6,53802010.11%+201
VITAL FARMS INC(VITL)05,271+5,27101990.11%+199
STRATEGY SHS
EVEN HIGH DI ETF
07,857+7,85701940.11%+194
GRAND CANYON ED INC(LOPE)13,86413,183-6811,9672,1591.19%+193
EXLSERVICE HOLDINGS INC(EXLS)04,325+4,32501920.11%+192
ONEOK INC NEW(OKE)4852,325+1,840442330.13%+189
REPUBLIC SVCS INC(RSG)4221,337+915852690.15%+184
CONSTELLATION ENERGY CORP(CEG)3181,188+870832660.15%+183
SYNOVUS FINL CORP52,19048,846-3,3442,3212,5021.38%+182
HUBBELL INC(HUBB)0414+41401740.10%+174
TIMOTHY PLAN4,4058,344+3,9391943570.20%+164
TIMOTHY PLAN04,129+4,12901610.09%+161
ASML HOLDING N V
N Y REGISTRY SHS
6911,063+3725767370.41%+161
ENTEGRIS INC(ENTG)3,8746,004+2,1304365950.33%+159
REMITLY GLOBAL INC(RELY)14,78815,441+6531983490.19%+151
UNITED RENTALS INC(URI)0204+20401440.08%+144
OTIS WORLDWIDE CORP(OTIS)1,6543,381+1,7271723130.17%+141
EXELIXIS INC(EXEL)17,89218,135+2434646040.33%+140
CARRIAGE SVCS INC(CSV)17,22817,498+2705666970.38%+132
IRHYTHM TECHNOLOGIES INC(IRTC)5,1215,588+4673805040.28%+124
GUARDANT HEALTH INC(GH)32,02528,059-3,9667358570.47%+123
ISHARES TR3781,490+1,112421640.09%+122
PINNACLE FINL PARTNERS INC5031,458+955491670.09%+117
PATTERSON COS INC11,62411,961+3372543690.20%+115
ROYALTY PHARMA PLC(RPRX)10,41215,963+5,5512954070.22%+113
WALMART INC(WMT)01,206+1,20601090.06%+109
DT MIDSTREAM INC(DTM)01,061+1,06101060.06%+106
THE TRADE DESK INC(TTD)11,78511,892+1071,2921,3980.77%+105
HUBSPOT INC(HUBS)1,2241,050-1746507320.40%+82
SPDR S&P 500 ETF TR(SPY)144278+134831630.09%+80
NEOGEN CORP(NEOG)16,14728,692+12,5452713480.19%+77
TANGER INC(SKT)41,71342,596+8831,3841,4540.80%+70
ITURAN LOCATION AND CONTROL
SHS
12,76912,973+2043394040.22%+65
SPDR SER TR
ST STR SP AERO
0390+3900650.04%+65
AMERICAS CAR-MART INC(CRMT)6,5006,533+332723350.18%+62
TOAST INC(TOST)33,50627,700-5,8069491,0100.56%+61
ADVANCED MICRO DEVICES INC(AMD)0489+4890590.03%+59
NETGEAR INC(NTGR)7,1717,216+451442010.11%+57
COPART INC(CPRT)8,1318,414+2834264830.27%+57
DELL TECHNOLOGIES INC(DELL)8091,317+508961520.08%+56
AMGEN INC(AMGN)311593+2821001540.09%+54
GREENBRIER COS INC(GBX)3,9834,134+1512032520.14%+49
TREX CO INC(TREX)7,5227,951+4295015490.30%+48
AMPHENOL CORP NEW29,96928,683-1,2861,9531,9921.10%+39
AMERISAFE INC(AMSF)4,9465,350+4042392760.15%+37
PROLOGIS INC.(PLD)1,3351,933+5981692040.11%+36
METLIFE INC(MET)0434+4340360.02%+36
DOUBLEVERIFY HLDGS INC(DV)13,80613,936+1302322680.15%+35
NOVANTA INC(NOVT)1,2331,660+4272212540.14%+33
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