Filer Name: VALLEY WEALTH MANAGERS, INC.
CIK: 924166
Period: 2024-12-31
Filed At: 2025-01-31
Number of Holdings: 405
Portfolio Value: $1.34B

Valley Wealth Managers, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AVGO US BROADCOM INC 230,360 $53M 3.99% -8.8% -
AAPL US APPLE INC 203,754 $51M 3.81% -0.7% -
VONG US VANGUARD RUSSELL 1000 GROWTH 449,798 $46M 3.47% -12.9% -
MSFT US MICROSOFT CORP 75,746 $32M 2.39% 0.8% -
JBL US JABIL INC 187,708 $27M 2.02% -3.8% -
ORCL US ORACLE CORP 160,869 $27M 2.00% -3.3% -
GOOGL US ALPHABET INC-CL A 141,537 $27M 2.00% 0.2% -
TPR US TAPESTRY INC 404,939 $26M 1.98% -4.7% -
MS US MORGAN STANLEY 208,973 $26M 1.96% -6.1% -
CSCO US CISCO SYSTEMS INC 417,549 $25M 1.85% -1.9% -
MET US METLIFE INC 292,535 $24M 1.79% -2.8% -
HUBB US HUBBELL INC 56,193 $24M 1.76% -3.4% -
PGR US PROGRESSIVE CORP 97,814 $23M 1.75% -2.9% -
RSP US INVESCO S&P 500 EQUAL WEIGHT 131,904 $23M 1.73% 43.4% -
AIQ US GLOBAL X ART INTEL & TECH 575,122 $22M 1.66% 4.0% -
TMUS US T-MOBILE US INC 99,834 $22M 1.65% -4.3% -
COR US CENCORA INC 93,880 $21M 1.58% -0.9% -
DOX US AMDOCS LTD 248,078 $21M 1.58% 8.2% -
PYPL US PAYPAL HOLDINGS INC 248,151 $21M 1.58% -3.6% -
VZ US VERIZON COMMUNICATIONS INC 525,068 $21M 1.57% -1.6% -
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