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CIK: 0000924166
Total reported value
$1.7B
$1.7B
405 檔
11.7%
According to the latest 13F quarterly dataset, Valley Wealth Managers, Inc. managed an equity portfolio of $1.7B at the end of Q3 2024, spanning 405 distinct U.S. exchange-listed positions.
In Q3 2024, Valley Wealth Managers, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 28 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 405 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 3.70% | -0.01% | -2.31% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.54% | +0.08% | +1.27% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 3.23% | +0.14% | +874.41% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.40% | -0.18% | +0.63% | |
| 5 | ORCL | Oracle CORP | Stock-Tech | 2.10% | -0.08% | -9.44% | |
| 6 | PGR | Progressive CORP | Stock-Financials | 1.89% | +0.04% | -11.07% | |
| 7 | HUBB | Hubbell Inc | Stock-Industrials | 1.85% | -0.08% | -0.78% | |
| 8 | AMGN | Amgen Inc | Stock-Healthcare | 1.85% | -0.09% | -0.30% | |
| 9 | MET | Metlife Inc | Stock-Financials | 1.84% | +0.14% | -1.01% | |
| 10 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.77% | -0.45% | +0.71% | |
| 11 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.74% | +0.03% | -1.95% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.74% | +0.19% | +1.75% | |
| 13 | JBL | Jabil Inc | Stock-Tech | 1.73% | — | NEW | |
| 14 | MS | Morgan Stanley | Stock-Financials | 1.72% | +0.25% | -0.57% | |
| 15 | CSCO | Cisco Systems Inc | Stock-Tech | 1.68% | +0.62% | +1.59% | |
| 16 | CACI | Caci International Inc -cl A | Stock-Tech | 1.68% | -0.33% | -1.50% | |
| 17 | AMKR | Amkor Technology Inc | Stock-Tech | 1.66% | — | +115.10% | |
| 18 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.60% | -0.35% | -2.26% | |
| 19 | COR | Cencora Inc | Stock-Healthcare | 1.58% | -0.24% | -1.36% | |
| 20 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 1.55% | -0.24% | +30.35% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 1.54% | -0.44% | +7.35% | |
| 22 | AIQ | Global X Art Intel & Tech | ETF-Tech | 1.52% | +0.09% | +0.73% | |
| 23 | ACN | Accenture plc | Stock-Tech | 1.51% | -0.34% | +1.00% | |
| 24 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.49% | — | +0.33% | |
| 25 | ROST | Ross Stores Inc | Stock-Consumer Disc | 1.49% | -0.23% | -0.24% | |
| 26 | DOX | Amdocs Limited | Stock-Tech | 1.49% | -0.01% | -14.66% | |
| 27 | TPR | Tapestry Inc | Stock-Consumer Disc | 1.48% | -0.10% | +2.12% | |
| 28 | AIZ | Assurant Inc | Stock-Financials | 1.47% | +0.17% | -0.17% | |
| 29 | NFG | National Fuel Gas Co | Stock-Energy | 1.46% | -0.32% | +8.15% | |
| 30 | PFE | Pfizer Inc | Stock-Healthcare | 1.46% | -0.31% | +4.45% | |
| 31 | ELV | Elevance Health Inc | Stock-Healthcare | 1.44% | — | +0.14% | |
| 32 | CI | THE Cigna Group | Stock-Healthcare | 1.42% | -1.14% | +0.57% | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 1.39% | — | -6.16% | |
| 34 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.35% | -0.12% | -2.77% | |
| 35 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 1.31% | -0.05% | +3.95% | |
| 36 | TGT | Target CORP | Stock-Consumer Disc | 1.31% | — | +1.27% | |
| 37 | HON | Honeywell International Inc | Stock-Industrials | 1.29% | -1.70% | EXIT | |
| 38 | DELL | Dell Technologies -c | Stock-Tech | 1.28% | +0.81% | +5.24% | |
| 39 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 1.27% | — | +2.65% | |
| 40 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 1.27% | — | +0.67% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.22% | -0.91% | — | |
| 42 | MGY | Magnolia Oil & Gas CORP - A | Stock-Energy | 1.22% | — | +1.92% | |
| 43 | NEM | Newmont CORP | Stock-Materials | 1.21% | — | -0.71% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.06% | -0.05% | +18.31% | |
| 45 | LRGG | Nomura Focused Large Growth | ETF-Other | 0.94% | -0.05% | +17.36% | |
| 46 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 0.88% | -0.05% | +55.89% | |
| 47 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.70% | — | +9.63% | |
| 48 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.66% | -0.05% | +8.24% | |
| 49 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-Other | 0.61% | -0.04% | +33.41% | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.40% | — | -1.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | +1.2% | NEW | New buy |
| 2 | AMKR | Amkor Technology Inc | +0.6% | +115.10% | Add |
| 3 | STWD | Starwood Property Trust Inc | +0.4% | +30.35% | Add |
| 4 | KBWB | Invesco Kbw Bank ETF | +0.3% | +55.89% | Add |
| 5 | PYPL | Paypal Holdings Inc | +0.3% | +0.33% | Add |
| 6 | HACK | Amplify Cybersecurity ETF | +0.2% | NEW | New buy |
| 7 | NEM | Newmont CORP | +0.2% | -0.71% | Trim |
| 8 | NFG | National Fuel Gas Co | +0.2% | +8.15% | Add |
| 9 | AAPL | Apple Inc | +0.1% | +1.27% | Add |
| 10 | HUBB | Hubbell Inc | +0.1% | -0.78% | Trim |
| 11 | MET | Metlife Inc | +0.1% | -1.01% | Trim |
| 12 | AIZ | Assurant Inc | +0.1% | -0.17% | Trim |
| 13 | AIRR | First Trust Rba American Ind | +0.1% | +159.00% | Add |
| 14 | ACN | Accenture plc | +0.1% | +1.00% | Add |
| 15 | CACI | Caci International Inc -cl A | +0.1% | -1.50% | Trim |
| 16 | CAG | Conagra Brands Inc | +0.1% | +2.65% | Add |
| 17 | HEDJ | Wisdomtree Europe Hedged Equ | +0.1% | +33.41% | Add |
| 18 | TMUS | T-mobile US Inc | +0.1% | -2.26% | Trim |
| 19 | JPST | Jpmorgan Ultra-short Income | +0.1% | +18.31% | Add |
| 20 | LRGG | Nomura Focused Large Growth | +0.1% | +17.36% | Add |
| 21 | CSCO | Cisco Systems Inc | +0.1% | +1.59% | Add |
| 22 | SSNC | Ss&c Technologies Holdings | +0.1% | -2.77% | Trim |
| 23 | PPA | Invesco Aerospace & Defense | +0.1% | +9.63% | Add |
| 24 | PTF | Invesco Dorsey Wright Tech | +0.1% | +60.62% | Add |
| 25 | CVS | Cvs Health CORP | +0.1% | +33.27% | Add |
| 26 | TPR | Tapestry Inc | +0.1% | +2.12% | Add |
| 27 | DRI | Darden Restaurants Inc | +0.1% | +3.95% | Add |
| 28 | IPAC | Ishares Core Msci Pacific Et | +0.1% | +8.24% | Add |
| 29 | SBUX | Starbucks CORP | +0.1% | +2.36% | Add |
| 30 | IBM | Intl Business Machines CORP | +0.1% | -2.71% | Trim |
| 31 | ORCL | Oracle CORP | 0% | -9.44% | Trim |
| 32 | VZ | Verizon Communications Inc | 0% | +0.71% | Add |
| 33 | JBL | Jabil Inc | 0% | -0.36% | Trim |
| 34 | PGR | Progressive CORP | 0% | -11.07% | Trim |
| 35 | PFE | Pfizer Inc | 0% | +4.45% | Add |
| 36 | MS | Morgan Stanley | 0% | -0.57% | Trim |
| 37 | TGT | Target CORP | 0% | +1.27% | Add |
| 38 | AIQ | Global X Art Intel & Tech | 0% | +0.73% | Add |
| 39 | AVGO | Broadcom Inc | -0.1% | +874.41% | Add |
| 40 | IHI | Ishares U.s. Medical Devices | -0.1% | -53.47% | Trim |
| 41 | TROW | T Rowe Price Group Inc | -0.2% | -99.59% | Trim |
| 42 | DOX | Amdocs Limited | -0.2% | -14.66% | Trim |
| 43 | FXL | First Trust Technology Alpha | -0.2% | EXIT | Sold out |
| 44 | BNDX | Vanguard Total Intl Bond ETF | -0.2% | -57.34% | Trim |
| 45 | DELL | Dell Technologies -c | -0.3% | +5.24% | Add |
| 46 | MSFT | Microsoft CORP | -0.3% | +0.63% | Add |
| 47 | GOOGL | Alphabet Inc-cl A | -0.3% | +1.75% | Add |
| 48 | RSPM | Invesco S&p 500 Equal Weight | -0.3% | -99.93% | Trim |
| 49 | CNXC | Concentrix CORP | -0.8% | -98.73% | Trim |
| 50 | MOAT | Vaneck Morningstar Wide Moat | -1.1% | -99.89% | Trim |
According to official SEC Form 13F filings, Valley Wealth Managers, Inc. reported a total U.S. public equity portfolio value of $1.7B across 405 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VONG, AAPL, AVGO) accounted for 11.7% of total reported equity market value during Q3 2024.
Top New Position Initiated
RSP
市值: $16.5M
Top Position Liquidated / Trimmed
FXL
前期市值: $3.0M
During Q3 2024, Valley Wealth Managers, Inc.'s top holdings by market value included VONG (3.7%)、AAPL (3.5%)、AVGO (3.2%). The largest single position, VONG, represented 3.7% of total portfolio value.
In Q3 2024, Valley Wealth Managers, Inc. made 50 total portfolio adjustments, initiating 2 new buys, adding to 28 positions, trimming 19 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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