$1 Billion is the total value of VALLEY WEALTH MANAGERS, INC.'s 635 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 7.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TOTL | SPDR DOUBLELINE TOTAL RETURN TACTICAL ETFetf | $426,000 | -4.7% | 10,581 | 0.0% | 0.04% | +2.4% | |
| ZTS | ZOETIS INC CL Astock | $351,000 | -13.5% | 2,364 | 0.0% | 0.04% | -7.9% | |
| WM | WASTE MGMT INC DEL COMstock | $297,000 | +4.6% | 1,851 | 0.0% | 0.03% | +11.1% | |
| TMO | THERMO FISHER SCIENTIFIC INC COMstock | $292,000 | -6.7% | 576 | 0.0% | 0.03% | 0.0% | |
| ORLY | OREILLY AUTOMOTIVE INC COMstock | $283,000 | +11.4% | 402 | 0.0% | 0.03% | +16.7% | |
| DUK | DUKE ENERGY CORP NEW COM NEWstock | $272,000 | -13.1% | 2,921 | 0.0% | 0.03% | -6.9% | |
| IBDN | ISHARES IBONDS DEC 2022 TERM CORPORATE ETFetf | $265,000 | 0.0% | 10,586 | 0.0% | 0.03% | +4.0% | |
| LLY | LILLY ELI & CO COMstock | $254,000 | -0.4% | 785 | 0.0% | 0.02% | +4.2% | |
| CDW | CDW CORP COMstock | $235,000 | -0.8% | 1,505 | 0.0% | 0.02% | +4.5% | |
| AON | AON PLC SHS CL Astock | $229,000 | -0.9% | 855 | 0.0% | 0.02% | +4.5% | |
| KLAC | KLA CORP COM NEWstock | $209,000 | -5.0% | 691 | 0.0% | 0.02% | 0.0% | |
| GGG | GRACO INC COMstock | $198,000 | +1.0% | 3,299 | 0.0% | 0.02% | +11.1% | |
| LSTR | LANDSTAR SYS INC COMstock | $196,000 | -0.5% | 1,355 | 0.0% | 0.02% | +11.1% | |
| VMW | VMWARE INC CL A COMstock | $189,000 | -6.4% | 1,771 | 0.0% | 0.02% | 0.0% | |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $188,000 | -2.6% | 3,817 | 0.0% | 0.02% | +5.6% | |
| SPTS | SPDR PORTFOLIO SHORT TERM TREASURY ETFetf | $191,000 | -1.5% | 6,590 | 0.0% | 0.02% | +5.6% | |
| EL | LAUDER ESTEE COS INC CL Astock | $167,000 | -15.2% | 775 | 0.0% | 0.02% | -5.6% | |
| ENTG | ENTEGRIS INC COMstock | $165,000 | -9.8% | 1,987 | 0.0% | 0.02% | -5.9% | |
| TECH | BIO-TECHNE CORP COMstock | $154,000 | -18.1% | 541 | 0.0% | 0.02% | -16.7% | |
| HST | HOST HOTELS & RESORTS INC COMreit | $153,000 | +0.7% | 9,664 | 0.0% | 0.02% | +7.1% | |
| LAD | LITHIA MTRS INC COMstock | $155,000 | -22.1% | 724 | 0.0% | 0.02% | -21.1% | |
| NKE | NIKE INC CL Bstock | $138,000 | -18.8% | 1,659 | 0.0% | 0.01% | -12.5% | |
| ADBE | ADOBE SYSTEMS INCORPORATED COMstock | $140,000 | -24.7% | 509 | 0.0% | 0.01% | -17.6% | |
| FMC | FMC CORP COM NEWstock | $145,000 | -1.4% | 1,375 | 0.0% | 0.01% | 0.0% | |
| DVY | ISHARES SELECT DIVIDEND ETFetf | $126,000 | -8.7% | 1,173 | 0.0% | 0.01% | 0.0% | |
| QQQ | INVESCO QQQ TRUSTetf | $125,000 | -4.6% | 467 | 0.0% | 0.01% | 0.0% | |
| AMED | AMEDISYS INC COMstock | $121,000 | -8.3% | 1,253 | 0.0% | 0.01% | 0.0% | |
| MEAR | BLACKROCK SHORT MATURITY MUNICIPAL BOND ETFetf | $105,000 | 0.0% | 2,121 | 0.0% | 0.01% | 0.0% | |
| SRE | SEMPRA COMstock | $84,000 | 0.0% | 559 | 0.0% | 0.01% | 0.0% | |
| SMB | VANECK SHORT MUNI ETFetf | $80,000 | -2.4% | 4,821 | 0.0% | 0.01% | 0.0% | |
| DRE | DUKE REALTY CORP COM NEWreit | $75,000 | -11.8% | 1,550 | 0.0% | 0.01% | -12.5% | |
| SO | SOUTHERN CO COMstock | $58,000 | -4.9% | 850 | 0.0% | 0.01% | 0.0% | |
| VTI | VANGUARD TOTAL STOCK MARKET ETFetf | $61,000 | -4.7% | 340 | 0.0% | 0.01% | 0.0% | |
| IYR | ISHARES U.S. REAL ESTATE ETFetf | $56,000 | -11.1% | 682 | 0.0% | 0.01% | 0.0% | |
| IWN | ISHARES RUSSELL 2000 VALUE ETFetf | $56,000 | -6.7% | 438 | 0.0% | 0.01% | 0.0% | |
| EPD | ENTERPRISE PRODS PARTNERS L P COMstock | $59,000 | -1.7% | 2,475 | 0.0% | 0.01% | 0.0% | |
| APLE | APPLE HOSPITALITY REIT INC COM NEWreit | $60,000 | -4.8% | 4,299 | 0.0% | 0.01% | 0.0% | |
| ALL | ALLSTATE CORP COMstock | $53,000 | -1.9% | 426 | 0.0% | 0.01% | 0.0% | |
| KR | KROGER CO COMstock | $50,000 | -7.4% | 1,150 | 0.0% | 0.01% | 0.0% | |
| IHE | ISHARES U.S. PHARMACEUTICALS ETFetf | $51,000 | -10.5% | 300 | 0.0% | 0.01% | 0.0% | |
| PAYX | PAYCHEX INC COMstock | $55,000 | -1.8% | 490 | 0.0% | 0.01% | 0.0% | |
| ROK | ROCKWELL AUTOMATION INC COMstock | $54,000 | +8.0% | 250 | 0.0% | 0.01% | 0.0% | |
| SUSA | ISHARES MSCI USA ESG SELECT ETFetf | $45,000 | -4.3% | 588 | 0.0% | 0.00% | 0.0% | |
| AZN | ASTRAZENECA PLC SPONSORED ADRadr | $41,000 | -18.0% | 750 | 0.0% | 0.00% | -20.0% | |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUNDetf | $39,000 | -7.1% | 708 | 0.0% | 0.00% | 0.0% | |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $38,000 | -2.6% | 676 | 0.0% | 0.00% | 0.0% | |
| OXY | OCCIDENTAL PETE CORP COMstock | $43,000 | +4.9% | 700 | 0.0% | 0.00% | 0.0% | |
| XEL | XCEL ENERGY INC COMstock | $43,000 | -8.5% | 671 | 0.0% | 0.00% | 0.0% | |
| BKNG | BOOKING HOLDINGS INC COMstock | $44,000 | -6.4% | 27 | 0.0% | 0.00% | 0.0% | |
| CMS | CMS ENERGY CORP COMstock | $29,000 | -14.7% | 500 | 0.0% | 0.00% | 0.0% | |
| OKE | ONEOK INC NEW COMstock | $30,000 | -9.1% | 588 | 0.0% | 0.00% | 0.0% | |
| DOV | DOVER CORP COMstock | $32,000 | -3.0% | 273 | 0.0% | 0.00% | 0.0% | |
| D | DOMINION ENERGY INC COMstock | $35,000 | -12.5% | 500 | 0.0% | 0.00% | -25.0% | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETFetf | $33,000 | -5.7% | 245 | 0.0% | 0.00% | 0.0% | |
| KHC | KRAFT HEINZ CO COMstock | $28,000 | -12.5% | 834 | 0.0% | 0.00% | 0.0% | |
| WELL | WELLTOWER INC COMreit | $32,000 | -22.0% | 500 | 0.0% | 0.00% | -25.0% | |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $29,000 | -6.5% | 300 | 0.0% | 0.00% | 0.0% | |
| ENB | ENBRIDGE INC COMstock | $28,000 | -12.5% | 747 | 0.0% | 0.00% | 0.0% | |
| ADI | ANALOG DEVICES INC COMstock | $35,000 | -5.4% | 250 | 0.0% | 0.00% | 0.0% | |
| STZ | CONSTELLATION BRANDS INC CL Astock | $26,000 | 0.0% | 113 | 0.0% | 0.00% | +50.0% | |
| CARR | CARRIER GLOBAL CORPORATION COMstock | $18,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| GDV | GABELLI DIVID & INCOME TR COMcef | $19,000 | -5.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| AJG | GALLAGHER ARTHUR J & CO COMstock | $24,000 | +4.3% | 143 | 0.0% | 0.00% | 0.0% | |
| IAU | ISHARES GOLD TRUSTetf | $18,000 | -10.0% | 575 | 0.0% | 0.00% | 0.0% | |
| IWR | ISHARES RUSSELL MIDCAP ETFetf | $19,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| IBB | ISHARES BIOTECHNOLOGY ETFetf | $16,000 | 0.0% | 138 | 0.0% | 0.00% | +100.0% | |
| MTB | M & T BK CORP COMstock | $22,000 | +10.0% | 125 | 0.0% | 0.00% | 0.0% | |
| NVS | NOVARTIS AG SPONSORED ADRadr | $20,000 | -9.1% | 260 | 0.0% | 0.00% | 0.0% | |
| OTIS | OTIS WORLDWIDE CORP COMstock | $16,000 | -11.1% | 250 | 0.0% | 0.00% | 0.0% | |
| RH | RH COMstock | $17,000 | +13.3% | 70 | 0.0% | 0.00% | +100.0% | |
| SNA | SNAP ON INC COMstock | $20,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| TFX | TELEFLEX INCORPORATED COMstock | $25,000 | -19.4% | 125 | 0.0% | 0.00% | -33.3% | |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETFetf | $20,000 | -9.1% | 277 | 0.0% | 0.00% | 0.0% | |
| WFC | WELLS FARGO CO NEW COMstock | $17,000 | 0.0% | 426 | 0.0% | 0.00% | 0.0% | |
| PLW | INVESCO 1-30 LADDERED TREASURY ETFetf | $10,000 | 0.0% | 330 | 0.0% | 0.00% | 0.0% | |
| SCHM | SCHWAB U.S. MID-CAP ETFetf | $13,000 | -7.1% | 219 | 0.0% | 0.00% | 0.0% | |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETFetf | $11,000 | 0.0% | 221 | 0.0% | 0.00% | 0.0% | |
| FIS | FIDELITY NATL INFORMATION SVCS COMstock | $7,000 | -22.2% | 98 | 0.0% | 0.00% | 0.0% | |
| VBR | VANGUARD SMALL CAP VALUE ETFetf | $13,000 | -7.1% | 92 | 0.0% | 0.00% | 0.0% | |
| VO | VANGUARD MID-CAP ETFetf | $8,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| MCK | MCKESSON CORP COMstock | $7,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| NVO | NOVO-NORDISK A S ADRadr | $11,000 | -8.3% | 112 | 0.0% | 0.00% | 0.0% | |
| ADSK | AUTODESK INC COMstock | $11,000 | +10.0% | 60 | 0.0% | 0.00% | 0.0% | |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETFetf | $8,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| WEC | WEC ENERGY GROUP INC COMstock | $7,000 | -12.5% | 75 | 0.0% | 0.00% | 0.0% | |
| ASB | ASSOCIATED BANC CORP COMstock | $8,000 | +14.3% | 376 | 0.0% | 0.00% | 0.0% | |
| PBA | PEMBINA PIPELINE CORP COMstock | $6,000 | -14.3% | 212 | 0.0% | 0.00% | 0.0% | |
| TRNO | TERRENO RLTY CORP COMreit | $6,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% | |
| LW | LAMB WESTON HLDGS INC COMstock | $8,000 | +14.3% | 100 | 0.0% | 0.00% | 0.0% | |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETFetf | $7,000 | -12.5% | 400 | 0.0% | 0.00% | 0.0% | |
| MGV | VANGUARD MEGA CAP VALUE ETFetf | $8,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% | |
| ESE | ESCO TECHNOLOGIES INC COMstock | $15,000 | +7.1% | 200 | 0.0% | 0.00% | 0.0% | |
| AXP | AMERICAN EXPRESS CO COMstock | $14,000 | -6.7% | 105 | 0.0% | 0.00% | 0.0% | |
| YUM | YUM BRANDS INC COMstock | $9,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| ED | CONSOLIDATED EDISON INC COMstock | $11,000 | -8.3% | 125 | 0.0% | 0.00% | 0.0% | |
| NOC | NORTHROP GRUMMAN CORP COMstock | $9,000 | -10.0% | 20 | 0.0% | 0.00% | 0.0% | |
| CLF | CLEVELAND-CLIFFS INC NEW COMstock | $7,000 | -12.5% | 500 | 0.0% | 0.00% | 0.0% | |
| NEA | NUVEEN AMT FREE QLTY MUN INCME COMcef | $9,000 | -10.0% | 822 | 0.0% | 0.00% | 0.0% | |
| DRAFTKINGS INC NEW COM CL Astock | $6,000 | +20.0% | 400 | 0.0% | 0.00% | – | ||
| LEGR | FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETFetf | $0 | – | 9 | 0.0% | 0.00% | – | |
| ROBT | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETFetf | $0 | – | 6 | 0.0% | 0.00% | – | |
| SIRI | SIRIUS XM HOLDINGS INC COMstock | $0 | – | 48 | 0.0% | 0.00% | – | |
| SIX | SIX FLAGS ENTMT CORP NEW COMstock | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| NXTG | FIRST TRUST INDXX NEXTG ETFetf | $0 | – | 4 | 0.0% | 0.00% | – | |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETFetf | $0 | – | 8 | 0.0% | 0.00% | – | |
| SCCO | SOUTHERN COPPER CORP COMstock | $2,000 | 0.0% | 47 | 0.0% | 0.00% | – | |
| SWX | SOUTHWEST GAS HLDGS INC COMstock | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
| QCLN | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUNDetf | $0 | – | 6 | 0.0% | 0.00% | – | |
| SBUX | STARBUCKS CORP COMstock | $2,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
| FIBK | FIRST INTST BANCSYSTEM INC COM CL Astock | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| ES | EVERSOURCE ENERGY COMstock | $3,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
| EVRG | EVERGY INC COMstock | $2,000 | 0.0% | 38 | 0.0% | 0.00% | – | |
| WTRG | ESSENTIAL UTILS INC COMstock | $2,000 | 0.0% | 44 | 0.0% | 0.00% | – | |
| AKOB | EMBOTELLADORA ANDINA S A SPON ADR Badr | $0 | -100.0% | 49 | 0.0% | 0.00% | – | |
| TSCO | TRACTOR SUPPLY CO COMstock | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| TRN | TRINITY INDS INC COMstock | $0 | – | 5 | 0.0% | 0.00% | – | |
| TWLO | TWILIO INC CL Astock | $1,000 | -50.0% | 20 | 0.0% | 0.00% | – | |
| UBER | UBER TECHNOLOGIES INC COMstock | $2,000 | 0.0% | 77 | 0.0% | 0.00% | – | |
| CTVA | CORTEVA INC COMstock | $2,000 | 0.0% | 43 | 0.0% | 0.00% | – | |
| CCOI | COGENT COMMUNICATIONS HLDGS IN COM NEWstock | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| CDXS | CODEXIS INC COMstock | $0 | -100.0% | 50 | 0.0% | 0.00% | – | |
| CC | CHEMOURS CO COMstock | $0 | -100.0% | 20 | 0.0% | 0.00% | – | |
| VEEV | VEEVA SYS INC CL A COMstock | $3,000 | -25.0% | 20 | 0.0% | 0.00% | – | |
| CCL | CARNIVAL CORP COMMON STOCKstock | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| CWT | CALIFORNIA WTR SVC GROUP COMstock | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – | |
| COG | COTERRA ENERGY INC COMstock | $2,000 | 0.0% | 81 | 0.0% | 0.00% | – | |
| BRKS | AZENTA INC COMstock | $5,000 | -44.4% | 125 | 0.0% | 0.00% | -100.0% | |
| VRSK | VERISK ANALYTICS INC COMstock | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| VTRS | VIATRIS INC COMstock | $1,000 | 0.0% | 111 | 0.0% | 0.00% | – | |
| AVNS | AVANOS MED INC COMstock | $0 | -100.0% | 21 | 0.0% | 0.00% | – | |
| WAB | WABTEC COMstock | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| YUMC | YUM CHINA HLDGS INC COMstock | $4,000 | 0.0% | 80 | 0.0% | 0.00% | – | |
| ZEN | ZENDESK INC COMstock | $4,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| ZBH | ZIMMER BIOMET HOLDINGS INC COMstock | $4,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| APD | AIR PRODS & CHEMS INC COMstock | $2,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| AMD | ADVANCED MICRO DEVICES INC COMstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| PETS | PETMED EXPRESS INC COMstock | $1,000 | 0.0% | 29 | 0.0% | 0.00% | – | |
| ASIX | ADVANSIX INC COMstock | $0 | – | 11 | 0.0% | 0.00% | – | |
| NUE | NUCOR CORP COMstock | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| NWE | NORTHWESTERN CORP COM NEWstock | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
| NWN | NORTHWEST NAT HLDG CO COMstock | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| PNW | PINNACLE WEST CAP CORP COMstock | $2,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
| NTRS | NORTHERN TR CORP COMstock | $2,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
| MELI | MERCADOLIBRE INC COMstock | $3,000 | 0.0% | 4 | 0.0% | 0.00% | – | |
| MKC | MCCORMICK & CO INC COM NON VTGstock | $1,000 | -50.0% | 20 | 0.0% | 0.00% | – | |
| MTCH | MATCH GROUP INC NEW COMstock | $2,000 | 0.0% | 34 | 0.0% | 0.00% | – | |
| MASI | MASIMO CORP COMstock | $4,000 | +33.3% | 26 | 0.0% | 0.00% | – | |
| RF | REGIONS FINANCIAL CORP NEW COMstock | $5,000 | 0.0% | 244 | 0.0% | 0.00% | – | |
| RS | RELIANCE STEEL & ALUMINUM CO COMstock | $3,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| LGFB | LIONS GATE ENTMNT CORP CL B NON VTGstock | $0 | – | 11 | 0.0% | 0.00% | – | |
| LHX | L3HARRIS TECHNOLOGIES INC COMstock | $2,000 | -33.3% | 11 | 0.0% | 0.00% | – | |
| JD | JD.COM INC SPON ADR CL Aadr | $2,000 | -33.3% | 44 | 0.0% | 0.00% | – | |
| KOMP | SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETFetf | $0 | – | 5 | 0.0% | 0.00% | – | |
| IDCC | INTERDIGITAL INC COMstock | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL Astock | $2,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
| HBI | HANESBRANDS INC COMstock | $0 | – | 4 | 0.0% | 0.00% | – | |
| HWC | HANCOCK WHITNEY CORPORATION COMstock | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| GVA | GRANITE CONSTR INC COMstock | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – | |
| F | FORD MTR CO DEL COMstock | $3,000 | 0.0% | 250 | 0.0% | 0.00% | – | |
| SCI | SERVICE CORP INTL COMstock | $2,000 | -33.3% | 41 | 0.0% | 0.00% | – | |
| PPL | PPL CORP COMstock | $2,000 | 0.0% | 76 | 0.0% | 0.00% | – | |
| OXYWS | OCCIDENTAL PETE CORP WT EXP 080327stock | $3,000 | 0.0% | 87 | 0.0% | 0.00% | – | |
| AES | AES CORP COMstock | $2,000 | 0.0% | 88 | 0.0% | 0.00% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Valley National Bank #1
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORPORATION | 42 | Q3 2023 | 3.0% |
| JOHNSON & JOHNSON COM | 42 | Q3 2023 | 2.6% |
| CISCO SYSTEMS INC | 42 | Q3 2023 | 2.8% |
| ACCENTURE PLC IRELAND SHS CLASS A | 42 | Q3 2023 | 2.5% |
| HONEYWELL INTL INC COM | 42 | Q3 2023 | 2.4% |
| CHEVRON CORPORATION | 42 | Q3 2023 | 2.4% |
| ORACLE CORPORATION | 42 | Q3 2023 | 2.4% |
| ROSS STORES INC COM | 42 | Q3 2023 | 2.5% |
| CENCORA INC COM | 42 | Q3 2023 | 3.0% |
| MICROCHIP TECHNOLOGY INC. COM | 42 | Q3 2023 | 2.6% |
View VALLEY WEALTH MANAGERS, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-01 |
| 13F-HR/A | 2022-11-16 |
| 13F-HR/A | 2022-11-16 |
| 13F-HR/A | 2022-11-16 |
| 13F-HR | 2022-11-09 |
View VALLEY WEALTH MANAGERS, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.