VALUES ADDED FINANCIAL LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 31K | $7.80M |
 | ARCC | 23K | $459.49K |
 | ACNT | 16K | $212.02K |
 | HASI | 14K | $436.09K |
 | AMZN | 14K | $3.02M |
 | CTO | 13K | $215.57K |
 | GOOG | 12K | $2.86M |
 | GOOGL | 11K | $2.70M |
 | NVDA | 10K | $1.81M |
 | EW | 9K | $727.30K |
 | MSFT | 8K | $4.14M |
 | TYG | 6K | $246.30K |
 | CSCO | 5K | $365.07K |
 | BN | 5K | $308.61K |
 | USB | 4K | $200.96K |
 | CHD | 4K | $320.38K |
 | ABT | 3K | $464.24K |
 | MRK | 3K | $283.43K |
 | XOM | 3K | $353.58K |
 | GLW | 3K | $252.08K |
Apple Inc.
AAPL
Shares Held
31K
Value
$7.80M
Ares Capital Corporation
ARCC
Shares Held
23K
Value
$459.49K
Ascent Industries Co.
ACNT
Shares Held
16K
Value
$212.02K
HA Sustainable Infrastructure Capital, Inc.
HASI
Shares Held
14K
Value
$436.09K
Amazon.com, Inc.
AMZN
Shares Held
14K
Value
$3.02M
CTO Realty Growth, Inc.
CTO
Shares Held
13K
Value
$215.57K
Alphabet Inc.
GOOG
Shares Held
12K
Value
$2.86M
Alphabet Inc.
GOOGL
Shares Held
11K
Value
$2.70M
NVIDIA Corporation
NVDA
Shares Held
10K
Value
$1.81M
Edwards Lifesciences Corporation
EW
Shares Held
9K
Value
$727.30K
Microsoft Corporation
MSFT
Shares Held
8K
Value
$4.14M
Tortoise Energy Infrastructure Corporation
TYG
Shares Held
6K
Value
$246.30K
Cisco Systems, Inc.
CSCO
Shares Held
5K
Value
$365.07K
Brookfield Corporation
BN
Shares Held
5K
Value
$308.61K
U.S. Bancorp
USB
Shares Held
4K
Value
$200.96K
Church & Dwight Co., Inc.
CHD
Shares Held
4K
Value
$320.38K
Abbott Laboratories
ABT
Shares Held
3K
Value
$464.24K
Merck & Co., Inc.
MRK
Shares Held
3K
Value
$283.43K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$353.58K
Corning Incorporated
GLW
Shares Held
3K
Value
$252.08K