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CIK: 0000924166
Total reported value
$1.8B
$1.8B
405 檔
11.9%
During the Q4 2024 filing period, Valley Wealth Managers, Inc. (CIK: 0000924166) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.8B across 405 reported positions.
In Q4 2024, Valley Wealth Managers, Inc. adopted a defensive or profit-taking posture, trimming 105 positions and completely liquidating 8 holdings to manage risk exposure.
Showing top 200 holdings (of 405 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 3.99% | -0.19% | -8.80% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.81% | +0.37% | -0.69% | |
| 3 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 3.47% | -0.75% | -12.95% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.39% | +0.59% | +0.78% | |
| 5 | JBL | Jabil Inc | Stock-Tech | 2.02% | — | -3.84% | |
| 6 | ORCL | Oracle CORP | Stock-Tech | 2.00% | -0.04% | -3.33% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.00% | -0.09% | +0.24% | |
| 8 | TPR | Tapestry Inc | Stock-Consumer Disc | 1.98% | -0.35% | -4.74% | |
| 9 | MS | Morgan Stanley | Stock-Financials | 1.96% | -0.22% | -6.09% | |
| 10 | CSCO | Cisco Systems Inc | Stock-Tech | 1.85% | -0.29% | -1.90% | |
| 11 | MET | Metlife Inc | Stock-Financials | 1.79% | +0.15% | -2.79% | |
| 12 | HUBB | Hubbell Inc | Stock-Industrials | 1.76% | -0.22% | -3.38% | |
| 13 | PGR | Progressive CORP | Stock-Financials | 1.75% | -0.06% | -2.92% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.73% | -0.02% | +43.35% | |
| 15 | AIQ | Global X Art Intel & Tech | ETF-Tech | 1.66% | — | +4.00% | |
| 16 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.65% | +0.02% | -4.32% | |
| 17 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.58% | — | -3.63% | |
| 18 | DOX | Amdocs Limited | Stock-Tech | 1.58% | — | +8.15% | |
| 19 | COR | Cencora Inc | Stock-Healthcare | 1.58% | +0.08% | -0.86% | |
| 20 | AMGN | Amgen Inc | Stock-Healthcare | 1.57% | +0.22% | +4.28% | |
| 21 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.57% | +0.12% | -1.56% | |
| 22 | AIZ | Assurant Inc | Stock-Financials | 1.56% | -0.06% | -1.94% | |
| 23 | RNG | Ringcentral Inc-class A | Stock-Tech | 1.55% | — | — | |
| 24 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.52% | +0.07% | +0.10% | |
| 25 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 1.52% | -0.07% | +0.62% | |
| 26 | ACN | Accenture plc | Stock-Tech | 1.51% | +0.33% | -0.39% | |
| 27 | ROST | Ross Stores Inc | Stock-Consumer Disc | 1.51% | +0.12% | -0.07% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 1.47% | +0.25% | -3.51% | |
| 29 | NFG | National Fuel Gas Co | Stock-Energy | 1.47% | +0.01% | -0.79% | |
| 30 | HON | Honeywell International Inc | Stock-Industrials | 1.44% | — | +0.84% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 1.43% | +0.58% | +5.16% | |
| 32 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 1.40% | -1.03% | -3.88% | |
| 33 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 1.36% | — | -1.40% | |
| 34 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.36% | +0.23% | -2.43% | |
| 35 | CACI | Caci International Inc -cl A | Stock-Tech | 1.36% | +0.37% | +0.47% | |
| 36 | DELL | Dell Technologies -c | Stock-Tech | 1.25% | +0.50% | -0.39% | |
| 37 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.19% | -0.01% | +12.36% | |
| 38 | MGY | Magnolia Oil & Gas CORP - A | Stock-Energy | 1.19% | — | +1.33% | |
| 39 | CI | THE Cigna Group | Stock-Healthcare | 1.17% | — | +2.79% | |
| 40 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 1.17% | — | +6.92% | |
| 41 | ELV | Elevance Health Inc | Stock-Healthcare | 1.11% | — | +7.59% | |
| 42 | PFE | Pfizer Inc | Stock-Healthcare | 1.07% | +0.27% | -20.52% | |
| 43 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 1.03% | +0.12% | +4.25% | |
| 44 | LRGG | Nomura Focused Large Growth | ETF-Other | 1.00% | — | +3.80% | |
| 45 | AMKR | Amkor Technology Inc | Stock-Tech | 0.97% | — | -30.93% | |
| 46 | NEM | Newmont CORP | Stock-Materials | 0.93% | — | +9.20% | |
| 47 | TGT | Target CORP | Stock-Consumer Disc | 0.92% | — | -19.85% | |
| 48 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.80% | -0.13% | +12.33% | |
| 49 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.69% | -0.18% | +12.90% | |
| 50 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 0.56% | — | +69.10% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RNG | Ringcentral Inc-class A | +1.6% | NEW | New buy |
| 2 | AVGO | Broadcom Inc | +0.8% | -8.80% | Trim |
| 3 | RSP | Invesco S&p 500 Equal Weight | +0.5% | +43.35% | Add |
| 4 | TPR | Tapestry Inc | +0.5% | -4.74% | Trim |
| 5 | JBL | Jabil Inc | +0.3% | -3.84% | Trim |
| 6 | AAPL | Apple Inc | +0.3% | -0.69% | Trim |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.24% | Add |
| 8 | MS | Morgan Stanley | +0.2% | -6.09% | Trim |
| 9 | XOP | Ss Spdr S&p Og Exp & Prod | +0.2% | +69.10% | Add |
| 10 | DRI | Darden Restaurants Inc | +0.2% | +0.62% | Add |
| 11 | CSCO | Cisco Systems Inc | +0.2% | -1.90% | Trim |
| 12 | KBWB | Invesco Kbw Bank ETF | +0.2% | +4.25% | Add |
| 13 | HON | Honeywell International Inc | +0.2% | +0.84% | Add |
| 14 | AIQ | Global X Art Intel & Tech | +0.1% | +4.00% | Add |
| 15 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 16 | JPST | Jpmorgan Ultra-short Income | +0.1% | +12.36% | Add |
| 17 | PPA | Invesco Aerospace & Defense | +0.1% | +12.33% | Add |
| 18 | IGV | Ishares Expanded Tech-softwa | +0.1% | +19.15% | Add |
| 19 | BJ | Bj's Wholesale Club Holdings | +0.1% | -1.40% | Trim |
| 20 | PYPL | Paypal Holdings Inc | +0.1% | -3.63% | Trim |
| 21 | DOX | Amdocs Limited | +0.1% | +8.15% | Add |
| 22 | AIZ | Assurant Inc | +0.1% | -1.94% | Trim |
| 23 | JTEK | Jpmorgan US Tech Leaders | +0.1% | +47.00% | Add |
| 24 | AMZN | Amazon.com Inc | +0.1% | +5.61% | Add |
| 25 | LRGG | Nomura Focused Large Growth | +0.1% | +3.80% | Add |
| 26 | APO | Apollo Global Management Inc | +0.1% | NEW | New buy |
| 27 | TMUS | T-mobile US Inc | +0.1% | -4.32% | Trim |
| 28 | SKYY | First Trust Cloud Computing | 0% | -2.69% | Trim |
| 29 | TT | Trane Technologies plc | 0% | +840.65% | Add |
| 30 | NVDA | Nvidia CORP | 0% | +3.93% | Add |
| 31 | VTV | Vanguard Value ETF | 0% | +5.16% | Add |
| 32 | V | Visa Inc-class A Shares | 0% | +12.67% | Add |
| 33 | IPAC | Ishares Core Msci Pacific Et | 0% | +12.90% | Add |
| 34 | LPLA | Lpl Financial Holdings Inc | 0% | +16.83% | Add |
| 35 | XOM | Exxon Mobil CORP | 0% | +16.27% | Add |
| 36 | PTF | Invesco Dorsey Wright Tech | 0% | -4.37% | Trim |
| 37 | CMG | Chipotle Mexican Grill Inc | 0% | +16.42% | Add |
| 38 | KMI | Kinder Morgan, Inc. | 0% | -14.65% | Trim |
| 39 | BNDX | Vanguard Total Intl Bond ETF | 0% | +12.71% | Add |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +3.67% | Add |
| 41 | HACK | Amplify Cybersecurity ETF | 0% | -1.84% | Trim |
| 42 | ROST | Ross Stores Inc | 0% | -0.07% | Trim |
| 43 | FBND | Fidelity Total Bond ETF | 0% | +28.62% | Add |
| 44 | SNPS | Synopsys Inc | 0% | +20.74% | Add |
| 45 | NFLX | Netflix Inc | 0% | +5.44% | Add |
| 46 | VGK | Vanguard Ftse Europe ETF | 0% | NEW | New buy |
| 47 | FTNT | Fortinet Inc | 0% | +6.08% | Add |
| 48 | NFG | National Fuel Gas Co | 0% | -0.79% | Trim |
| 49 | NOW | Servicenow Inc | 0% | +5.58% | Add |
| 50 | PANW | Palo Alto Networks Inc | 0% | +117.79% | Add |
According to official SEC Form 13F filings, Valley Wealth Managers, Inc. reported a total U.S. public equity portfolio value of $1.8B across 405 disclosed positions in Q4 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 AVGO, AAPL, VONG) accounted for 11.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
RNG
市值: $20.8M
Top Position Liquidated / Trimmed
CVS
前期市值: $4.1M
During Q4 2024, Valley Wealth Managers, Inc.'s top holdings by market value included AVGO (4.0%)、AAPL (3.8%)、VONG (3.5%). The largest single position, AVGO, represented 4.0% of total portfolio value.
In Q4 2024, Valley Wealth Managers, Inc. made 192 total portfolio adjustments, initiating 7 new buys, adding to 72 positions, trimming 105 holdings, and fully liquidating 8 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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