VALUED RETIREMENTS, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EXPI | 65K | $390.48K |
 | XOM | 39K | $6.56M |
 | EPD | 16K | $601.28K |
 | AAPL | 15K | $3.77M |
 | NVDA | 8K | $1.31M |
 | SO | 5K | $524.21K |
 | IRM | 5K | $530.11K |
 | AMZN | 5K | $981.58K |
 | MSFT | 4K | $1.60M |
 | CSCO | 4K | $319.12K |
 | WELL | 4K | $785.39K |
 | BX | 4K | $415.23K |
 | APO | 4K | $400.78K |
 | XEL | 3K | $247.23K |
 | GOOGL | 3K | $718.90K |
 | GILD | 2K | $318.00K |
 | AVGO | 2K | $619.02K |
 | RGLD | 2K | $396.11K |
 | GOOG | 2K | $443.49K |
 | JPM | 1K | $388.04K |
eXp World Holdings, Inc.
EXPI
Shares Held
65K
Value
$390.48K
Exxon Mobil Corporation
XOM
Shares Held
39K
Value
$6.56M
Enterprise Products Partners L.P.
EPD
Shares Held
16K
Value
$601.28K
Apple Inc.
AAPL
Shares Held
15K
Value
$3.77M
NVIDIA Corporation
NVDA
Shares Held
8K
Value
$1.31M
The Southern Company
SO
Shares Held
5K
Value
$524.21K
Iron Mountain Incorporated
IRM
Shares Held
5K
Value
$530.11K
Amazon.com, Inc.
AMZN
Shares Held
5K
Value
$981.58K
Microsoft Corporation
MSFT
Shares Held
4K
Value
$1.60M
Cisco Systems, Inc.
CSCO
Shares Held
4K
Value
$319.12K
Welltower Inc.
WELL
Shares Held
4K
Value
$785.39K
Blackstone Inc.
BX
Shares Held
4K
Value
$415.23K
Apollo Global Management, Inc.
APO
Shares Held
4K
Value
$400.78K
Xcel Energy Inc.
XEL
Shares Held
3K
Value
$247.23K
Alphabet Inc.
GOOGL
Shares Held
3K
Value
$718.90K
Gilead Sciences, Inc.
GILD
Shares Held
2K
Value
$318.00K
Broadcom Inc.
AVGO
Shares Held
2K
Value
$619.02K
Royal Gold, Inc.
RGLD
Shares Held
2K
Value
$396.11K
Alphabet Inc.
GOOG
Shares Held
2K
Value
$443.49K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$388.04K