Holdings
Valued Retirements, Inc.
As of Jun 30, 2026, Valued Retirements, Inc. reported 33 positions worth US$25.4M. Largest: Exxon Mobil Corporation, Apple Inc and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Exxon Mobil Corporation | 38,638 | US$5.28M | no change | Jun 30, 2026 |
| Apple Inc | 14,067 | US$4.07M | −807 | Jun 30, 2026 |
| Microsoft Corp. | 4,331 | US$1.62M | −5 | Jun 30, 2026 |
| Nvidia Corporation | 7,603 | US$1.52M | +76 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 4,114 | US$1.47M | +71 | Jun 30, 2026 |
| Amazon.com, Inc. | 4,693 | US$1.12M | −20 | Jun 30, 2026 |
| Welltower Inc. | 4,238 | US$962K | +266 | Jun 30, 2026 |
| Broadcom Inc. | 2,000 | US$756K | no change | Jun 30, 2026 |
| Iron Mountain Incorporated (delaware) | 5,190 | US$656K | no change | Jun 30, 2026 |
| Enterprise Products Partners L.p. | 15,890 | US$584K | no change | Jun 30, 2026 |