Valley Wealth Managers, Inc. Top Holdings and 13F Report (2025)

About Valley Wealth Managers, Inc.

Investment Activity

Valley Wealth Managers, Inc. has $1.34 billion in total holdings as of December 31, 2024.
Valley Wealth Managers, Inc. owns shares of 405 different stocks, but just 52 companies or ETFs make up 80% of its holdings.
Approximately 4.18% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Valley Wealth Managers, Inc. has purchased 403 new stocks and bought additional shares in 86 stocks.
Valley Wealth Managers, Inc. sold shares of 115 stocks and completely divested from 21 stocks this quarter.

Largest Holdings

Broadcom: $53,406,569
Apple: $51,024,179
Vanguard Russell 1000 Growth ETF: $46,464,150
Microsoft: $31,927,004
Jabil: $27,011,209

Largest New Holdings this Quarter

RingCentral: $20,791,879 Holding
ARISTA NETWORKS INC COM SHS: $1,689,341 Holding
Apollo Global Management: $607,954 Holding
Vanguard FTSE Europe ETF: $153,026 Holding
VanEck Retail ETF: $71,523 Holding

Largest Purchases this Quarter

RingCentral: 593,884 shares (about $20.79M)
Invesco S&P 500 Equal Weight ETF: 39,891 shares (about $6.99M)
SPDR S&P Oil & Gas Exploration & Production ETF: 23,231 shares (about $3.08M)
JPMorgan Ultra-Short Income ETF: 34,865 shares (about $1.76M)
ARISTA NETWORKS INC COM SHS: 15,284 shares (about $1.69M)

Largest Sales this Quarter

Vanguard Russell 1000 Growth ETF: 66,909 shares (about $6.91M)
Amkor Technology: 226,009 shares (about $5.81M)
Broadcom: 22,237 shares (about $5.16M)
Pfizer: 139,248 shares (about $3.69M)
Target: 22,538 shares (about $3.05M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AVGO Broadcom	$53,406,569	$5,155,417 ▼	-8.8%	230,360	4.0%	Computer and Technology
AAPL Apple	$51,024,179	$356,348 ▼	-0.7%	203,754	3.8%	Computer and Technology
VONG Vanguard Russell 1000 Growth ETF	$46,464,150	$6,911,702 ▼	-12.9%	449,798	3.5%	ETF
MSFT Microsoft	$31,927,004	$246,157 ▲	0.8%	75,746	2.4%	Computer and Technology
JBL Jabil	$27,011,209	$1,078,244 ▼	-3.8%	187,708	2.0%	Computer and Technology
ORCL Oracle	$26,807,127	$922,849 ▼	-3.3%	160,869	2.0%	Computer and Technology
GOOGL Alphabet	$26,793,020	$63,037 ▲	0.2%	141,537	2.0%	Computer and Technology
TPR Tapestry	$26,454,685	$1,317,446 ▼	-4.7%	404,939	2.0%	Retail/Wholesale
MS Morgan Stanley	$26,272,140	$1,702,881 ▼	-6.1%	208,973	2.0%	Finance
CSCO Cisco Systems	$24,718,901	$478,040 ▼	-1.9%	417,549	1.8%	Computer and Technology
MET MetLife	$23,952,745	$687,300 ▼	-2.8%	292,535	1.8%	Finance
HUBB Hubbell	$23,538,885	$822,288 ▼	-3.4%	56,193	1.8%	Industrial Products
PGR Progressive	$23,437,105	$704,690 ▼	-2.9%	97,814	1.8%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$23,113,538	$6,990,100 ▲	43.4%	131,904	1.7%	ETF
AIQ Global X Future Analytics Tech ETF	$22,222,714	$855,180 ▲	4.0%	575,122	1.7%	ETF
TMUS T-Mobile US	$22,036,315	$995,049 ▼	-4.3%	99,834	1.6%	Computer and Technology
PYPL PayPal	$21,179,688	$797,852 ▼	-3.6%	248,151	1.6%	Computer and Technology
DOX Amdocs	$21,121,364	$1,592,374 ▲	8.2%	248,078	1.6%	Computer and Technology
COR Cencora	$21,092,858	$184,012 ▼	-0.9%	93,880	1.6%	Medical
AMGN Amgen	$21,008,594	$861,675 ▲	4.3%	80,604	1.6%	Medical
VZ Verizon Communications	$20,997,452	$332,197 ▼	-1.6%	525,068	1.6%	Computer and Technology
AIZ Assurant	$20,920,347	$414,714 ▼	-1.9%	98,116	1.6%	Finance
RNG RingCentral	$20,791,879	$20,791,879 ▲	New Holding	593,884	1.6%	Computer and Technology
VRTX Vertex Pharmaceuticals	$20,346,015	$20,135 ▲	0.1%	50,524	1.5%	Medical
DRI Darden Restaurants	$20,281,180	$124,148 ▲	0.6%	108,636	1.5%	Retail/Wholesale
ACN Accenture	$20,254,254	$79,153 ▼	-0.4%	57,575	1.5%	Computer and Technology
ROST Ross Stores	$20,157,425	$13,614 ▼	-0.1%	133,255	1.5%	Retail/Wholesale
CVX Chevron	$19,703,886	$716,668 ▼	-3.5%	136,039	1.5%	Oils/Energy
NFG National Fuel Gas	$19,623,247	$156,372 ▼	-0.8%	323,389	1.5%	Oils/Energy
HON Honeywell International	$19,232,307	$161,060 ▲	0.8%	85,140	1.4%	Multi-Sector Conglomerates
VTV Vanguard Value ETF	$19,170,633	$940,798 ▲	5.2%	113,235	1.4%	ETF
STWD Starwood Property Trust	$18,697,069	$754,248 ▼	-3.9%	986,653	1.4%	Finance
BJ BJ's Wholesale Club	$18,237,050	$259,651 ▼	-1.4%	204,108	1.4%	Consumer Discretionary
SSNC SS&C Technologies	$18,214,901	$454,224 ▼	-2.4%	240,366	1.4%	Computer and Technology
CACI CACI International	$18,195,226	$84,853 ▲	0.5%	45,031	1.4%	Computer and Technology
DELL Dell Technologies	$16,782,054	$64,880 ▼	-0.4%	145,627	1.3%	Computer and Technology
JPST JPMorgan Ultra-Short Income ETF	$15,960,508	$1,756,152 ▲	12.4%	316,865	1.2%	ETF
MGY Magnolia Oil & Gas	$15,945,723	$209,485 ▲	1.3%	682,024	1.2%	Oils/Energy
CI The Cigna Group	$15,721,429	$427,463 ▲	2.8%	56,933	1.2%	Medical
CAG Conagra Brands	$15,667,268	$1,014,291 ▲	6.9%	564,586	1.2%	Consumer Staples
ELV Elevance Health	$14,884,890	$1,049,900 ▲	7.6%	40,349	1.1%	Medical
PFE Pfizer	$14,312,780	$3,694,251 ▼	-20.5%	539,494	1.1%	Medical
KBWB Invesco KBW Bank ETF	$13,838,386	$564,363 ▲	4.3%	211,758	1.0%	Manufacturing
MACQUARIE FOCUSED LARGE GROWTH ETF	$13,393,749	$490,377 ▲	3.8%	486,338	1.0%	ETF
AMKR Amkor Technology	$12,965,541	$5,806,173 ▼	-30.9%	504,692	1.0%	Computer and Technology
NEM Newmont	$12,409,652	$1,045,434 ▲	9.2%	333,414	0.9%	Basic Materials
TGT Target	$12,300,518	$3,046,674 ▼	-19.9%	90,994	0.9%	Retail/Wholesale
PPA Invesco Aerospace & Defense ETF	$10,655,253	$1,169,448 ▲	12.3%	92,872	0.8%	ETF
IPAC iShares Core MSCI Pacific ETF	$9,260,473	$1,057,882 ▲	12.9%	151,563	0.7%	ETF
XOP SPDR S&P Oil & Gas Exploration & Production ETF	$7,525,364	$3,075,086 ▲	69.1%	56,851	0.6%	ETF
HEDJ WisdomTree Europe Hedged Equity Fund	$7,216,173	$805,586 ▼	-10.0%	165,054	0.5%	Finance
JPM JPMorgan Chase & Co.	$5,489,834	$709,781 ▼	-11.4%	22,902	0.4%	Finance
AMZN Amazon.com	$5,086,338	$270,069 ▲	5.6%	23,184	0.4%	Retail/Wholesale
IGV iShares Expanded Tech-Software Sector ETF	$4,865,231	$782,037 ▲	19.2%	48,594	0.4%	ETF
IBM International Business Machines	$4,692,454	$351,725 ▼	-7.0%	21,346	0.4%	Computer and Technology
QCOM QUALCOMM	$4,645,162	$66,978 ▼	-1.4%	30,238	0.3%	Computer and Technology
IVW iShares S&P 500 Growth ETF	$4,634,642	$367,031 ▼	-7.3%	45,648	0.3%	ETF
SKYY First Trust Cloud Computing ETF	$4,596,245	$126,863 ▼	-2.7%	38,585	0.3%	Manufacturing
KMI Kinder Morgan	$4,544,632	$780,162 ▼	-14.7%	165,862	0.3%	Oils/Energy
ABBV AbbVie	$4,488,337	$343,138 ▼	-7.1%	25,258	0.3%	Medical
NTAP NetApp	$4,479,718	$439,707 ▼	-8.9%	38,592	0.3%	Computer and Technology
CAT Caterpillar	$4,469,279	$591,309 ▼	-11.7%	12,320	0.3%	Industrial Products
XOM Exxon Mobil	$4,380,397	$613,047 ▲	16.3%	40,721	0.3%	Oils/Energy
STT State Street	$4,376,915	$598,717 ▼	-12.0%	44,594	0.3%	Finance
USB U.S. Bancorp	$4,308,651	$556,595 ▼	-11.4%	90,083	0.3%	Finance
SBUX Starbucks	$4,159,021	$555,625 ▼	-11.8%	45,578	0.3%	Retail/Wholesale
HD Home Depot	$4,144,758	$499,861 ▼	-10.8%	10,655	0.3%	Retail/Wholesale
SDY SPDR S&P Dividend ETF	$4,142,524	$198,678 ▼	-4.6%	31,359	0.3%	ETF
T AT&T	$4,120,614	$574,987 ▼	-12.2%	180,967	0.3%	Computer and Technology
PG Procter & Gamble	$4,106,863	$381,231 ▼	-8.5%	24,497	0.3%	Consumer Staples
TRV Travelers Companies	$4,069,499	$576,436 ▼	-12.4%	16,894	0.3%	Finance
PEG Public Service Enterprise Group	$4,036,654	$511,246 ▼	-11.2%	47,777	0.3%	Utilities
MRK Merck & Co., Inc.	$3,902,980	$224,326 ▼	-5.4%	39,234	0.3%	Medical
AEP American Electric Power	$3,781,414	$446,852 ▼	-10.6%	41,000	0.3%	Utilities
SPY SPDR S&P 500 ETF Trust	$3,770,252	$133,626 ▲	3.7%	6,433	0.3%	Finance
GILD Gilead Sciences	$3,739,322	$490,854 ▼	-11.6%	40,482	0.3%	Medical
VOT Vanguard Mid-Cap Growth ETF	$3,695,616	$212,643 ▼	-5.4%	14,564	0.3%	ETF
POR Portland General Electric	$3,667,938	$420,455 ▼	-10.3%	84,088	0.3%	Utilities
BMY Bristol-Myers Squibb	$3,559,380	$442,526 ▼	-11.1%	62,931	0.3%	Medical
NVDA NVIDIA	$3,555,596	$134,290 ▲	3.9%	26,477	0.3%	Computer and Technology
KO Coca-Cola	$3,555,368	$304,577 ▼	-7.9%	57,105	0.3%	Consumer Staples
MCD McDonald's	$3,517,640	$343,531 ▼	-8.9%	12,134	0.3%	Retail/Wholesale
GD General Dynamics	$3,506,074	$344,916 ▼	-9.0%	13,306	0.3%	Aerospace
LMT Lockheed Martin	$3,488,675	$393,624 ▼	-10.1%	7,179	0.3%	Aerospace
JNJ Johnson & Johnson	$3,423,213	$110,347 ▲	3.3%	23,670	0.3%	Medical
GIS General Mills	$3,407,701	$258,462 ▼	-7.0%	53,437	0.3%	Consumer Staples
PRU Prudential Financial	$3,403,788	$237,176 ▼	-6.5%	28,717	0.3%	Finance
VICI VICI Properties	$3,326,139	$308,574 ▼	-8.5%	113,870	0.2%	Finance
PTF Invesco Dorsey Wright Technology Momentum ETF	$3,322,813	$151,868 ▼	-4.4%	45,794	0.2%	ETF
CMCSA Comcast	$3,307,428	$20,041 ▼	-0.6%	88,128	0.2%	Consumer Discretionary
O Realty Income	$3,296,816	$384,816 ▼	-10.5%	61,727	0.2%	Finance
TXN Texas Instruments	$3,283,978	$395,262 ▼	-10.7%	17,514	0.2%	Computer and Technology
AIRR First Trust RBA American Industrial Renaissance ETF	$3,146,622	$83,203 ▼	-2.6%	40,844	0.2%	Manufacturing
IVV iShares Core S&P 500 ETF	$3,140,363	$425,582 ▼	-11.9%	5,335	0.2%	ETF
HPQ HP	$3,122,302	$347,281 ▼	-10.0%	95,688	0.2%	Computer and Technology
SON Sonoco Products	$3,042,625	$529,583 ▼	-14.8%	62,285	0.2%	Industrial Products
PEP PepsiCo	$2,916,183	$321,756 ▼	-9.9%	19,178	0.2%	Consumer Staples
MSM MSC Industrial Direct	$2,868,851	$176,792 ▼	-5.8%	38,410	0.2%	Industrial Products
JPMORGAN U.S. TECH LEADERS ETF	$2,855,256	$912,883 ▲	47.0%	37,733	0.2%	ETF
LYB LyondellBasell Industries	$2,753,783	$573,216 ▲	26.3%	37,078	0.2%	Basic Materials

Showing largest 100 holdings. View all holdings.

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Valley Wealth Managers, Inc. Top Holdings and 13F Report (2025)

About Valley Wealth Managers, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Valley Wealth Managers, Inc. Top Holdings and 13F Report (2025)

About Valley Wealth Managers, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofValley Wealth Managers, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools