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CIK: 0000924166
Total reported value
$1.7B
$1.7B
380 檔
9.7%
At the close of Q1 2025, Valley Wealth Managers, Inc. disclosed equity holdings valued at approximately $1.7B, spread across 380 reported holdings.
In Q1 2025, Valley Wealth Managers, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 380 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.30% | +0.08% | -3.76% | |
| 2 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 3.26% | -0.01% | +2.93% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.15% | -0.18% | -0.33% | |
| 4 | AMGN | Amgen Inc | Stock-Healthcare | 2.06% | -0.09% | +8.10% | |
| 5 | PGR | Progressive CORP | Stock-Financials | 1.99% | +0.04% | -5.24% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.94% | -0.91% | +11.97% | |
| 7 | HAS | Hasbro Inc | Stock-Consumer Disc | 1.93% | -0.37% | — | |
| 8 | COR | Cencora Inc | Stock-Healthcare | 1.91% | -0.24% | -3.51% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.91% | +0.14% | -34.86% | |
| 10 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.90% | -0.35% | -6.16% | |
| 11 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.89% | -0.45% | +4.65% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 1.88% | +0.62% | -3.71% | |
| 13 | NFG | National Fuel Gas Co | Stock-Energy | 1.84% | -0.32% | -5.44% | |
| 14 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.82% | +0.03% | -2.06% | |
| 15 | MS | Morgan Stanley | Stock-Financials | 1.79% | +0.25% | -3.12% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.78% | -0.44% | +3.36% | |
| 17 | SON | Sonoco Products Co | Stock-Consumer Disc | 1.78% | — | +699.25% | |
| 18 | MET | Metlife Inc | Stock-Financials | 1.74% | +0.14% | -2.07% | |
| 19 | DOX | Amdocs Limited | Stock-Tech | 1.72% | -0.01% | -0.07% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 1.65% | -0.08% | -3.46% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.64% | +0.19% | -1.45% | |
| 22 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 1.63% | -0.05% | -4.76% | |
| 23 | AIQ | Global X Art Intel & Tech | ETF-Tech | 1.61% | +0.09% | +1.71% | |
| 24 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 1.58% | -0.24% | +6.63% | |
| 25 | CI | THE Cigna Group | Stock-Healthcare | 1.58% | -1.14% | +10.92% | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 1.56% | — | +4.94% | |
| 27 | AIZ | Assurant Inc | Stock-Financials | 1.53% | +0.17% | -1.90% | |
| 28 | ELV | Elevance Health Inc | Stock-Healthcare | 1.52% | — | +14.40% | |
| 29 | PFE | Pfizer Inc | Stock-Healthcare | 1.50% | -0.31% | +44.91% | |
| 30 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.46% | -0.12% | -4.11% | |
| 31 | TPR | Tapestry Inc | Stock-Consumer Disc | 1.46% | -0.10% | -32.60% | |
| 32 | HUBB | Hubbell Inc | Stock-Industrials | 1.44% | -0.08% | +1.74% | |
| 33 | TAP | Molson Coors Beverage Co - B | Stock-Consumer Staples | 1.42% | — | — | |
| 34 | MGY | Magnolia Oil & Gas CORP - A | Stock-Energy | 1.37% | — | +5.06% | |
| 35 | HON | Honeywell International Inc | Stock-Industrials | 1.36% | -1.70% | EXIT | |
| 36 | ACN | Accenture plc | Stock-Tech | 1.34% | -0.34% | -1.75% | |
| 37 | STX | Seagate Technology Holdings plc | Stock-Tech | 1.33% | +1.48% | — | |
| 38 | CACI | Caci International Inc -cl A | Stock-Tech | 1.33% | -0.33% | +6.11% | |
| 39 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 1.30% | — | +13.46% | |
| 40 | ROST | Ross Stores Inc | Stock-Consumer Disc | 1.28% | -0.23% | -0.65% | |
| 41 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.14% | — | -6.84% | |
| 42 | DELL | Dell Technologies -c | Stock-Tech | 1.11% | +0.81% | +10.05% | |
| 43 | LRGG | Nomura Focused Large Growth | ETF-Other | 1.05% | -0.05% | +8.68% | |
| 44 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 1.05% | -0.05% | +3.89% | |
| 45 | RNG | Ringcentral Inc-class A | Stock-Tech | 0.98% | — | -11.92% | |
| 46 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.98% | -0.05% | -19.32% | |
| 47 | TGT | Target CORP | Stock-Consumer Disc | 0.82% | — | +13.16% | |
| 48 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.78% | -0.05% | +8.73% | |
| 49 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-Other | 0.55% | -0.04% | -8.13% | |
| 50 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.54% | — | -33.96% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | VONG | Vanguard Russell 1000 Growth | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | AMGN | Amgen Inc | — | NEW | New buy |
| 5 | PGR | Progressive CORP | — | NEW | New buy |
| 6 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 7 | HAS | Hasbro Inc | — | NEW | New buy |
| 8 | COR | Cencora Inc | — | NEW | New buy |
| 9 | AVGO | Broadcom Inc | — | NEW | New buy |
| 10 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 11 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 12 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 13 | NFG | National Fuel Gas Co | — | NEW | New buy |
| 14 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 15 | MS | Morgan Stanley | — | NEW | New buy |
| 16 | CVX | Chevron CORP | — | NEW | New buy |
| 17 | SON | Sonoco Products Co | — | NEW | New buy |
| 18 | MET | Metlife Inc | — | NEW | New buy |
| 19 | DOX | Amdocs Limited | — | NEW | New buy |
| 20 | ORCL | Oracle CORP | — | NEW | New buy |
| 21 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 22 | DRI | Darden Restaurants Inc | — | NEW | New buy |
| 23 | AIQ | Global X Art Intel & Tech | — | NEW | New buy |
| 24 | STWD | Starwood Property Trust Inc | — | NEW | New buy |
| 25 | CI | THE Cigna Group | — | NEW | New buy |
| 26 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 27 | AIZ | Assurant Inc | — | NEW | New buy |
| 28 | ELV | Elevance Health Inc | — | NEW | New buy |
| 29 | PFE | Pfizer Inc | — | NEW | New buy |
| 30 | SSNC | Ss&c Technologies Holdings | — | NEW | New buy |
| 31 | TPR | Tapestry Inc | — | NEW | New buy |
| 32 | HUBB | Hubbell Inc | — | NEW | New buy |
| 33 | TAP | Molson Coors Beverage Co - B | — | NEW | New buy |
| 34 | MGY | Magnolia Oil & Gas CORP - A | — | NEW | New buy |
| 35 | HON | Honeywell International Inc | — | NEW | New buy |
| 36 | ACN | Accenture plc | — | NEW | New buy |
| 37 | STX | Seagate Technology Holdings plc | — | NEW | New buy |
| 38 | CACI | Caci International Inc -cl A | — | NEW | New buy |
| 39 | CAG | Conagra Brands Inc | — | NEW | New buy |
| 40 | ROST | Ross Stores Inc | — | NEW | New buy |
| 41 | PYPL | Paypal Holdings Inc | — | NEW | New buy |
| 42 | DELL | Dell Technologies -c | — | NEW | New buy |
| 43 | LRGG | Nomura Focused Large Growth | — | NEW | New buy |
| 44 | KBWB | Invesco Kbw Bank ETF | — | NEW | New buy |
| 45 | RNG | Ringcentral Inc-class A | — | NEW | New buy |
| 46 | JPST | Jpmorgan Ultra-short Income | — | NEW | New buy |
| 47 | TGT | Target CORP | — | NEW | New buy |
| 48 | IPAC | Ishares Core Msci Pacific Et | — | NEW | New buy |
| 49 | HEDJ | Wisdomtree Europe Hedged Equ | — | NEW | New buy |
| 50 | PPA | Invesco Aerospace & Defense | — | NEW | New buy |
According to official SEC Form 13F filings, Valley Wealth Managers, Inc. reported a total U.S. public equity portfolio value of $1.7B across 380 disclosed positions in Q1 2025.
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 AAPL, VONG, MSFT) accounted for 9.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $43.6M
During Q1 2025, Valley Wealth Managers, Inc.'s top holdings by market value included AAPL (3.3%)、VONG (3.3%)、MSFT (2.1%). The largest single position, AAPL, represented 3.3% of total portfolio value.
In Q1 2025, Valley Wealth Managers, Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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