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Valley Wealth Managers, Inc.

Portfolio Manager
Valley Wealth Managers, Inc.
Performance
+0.92% (2026 Q1)
AUM (13F)
$1.55B
# of Holdings
316
Performance Rank
Allocation (Top 20)
41.32%

Valley Wealth Managers, Inc. Holdings Map

Top 50 Valley Wealth Managers, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
3.76%531.6K$58.3M
+11.44%(+54.60K)
2025-Q1: 463.0K shares2025-Q2: 375.7K shares2025-Q3: 450.3K shares2025-Q4: 477.1K shares2026-Q1: 531.6K shares
$83.05(+50.20%)
2026-03-31
AAPL
APPLE INC COM
3%183.3K$46.5M
-4.76%(-9.16K)
2025-Q1: 196.1K shares2025-Q2: 191.7K shares2025-Q3: 192.4K shares2025-Q4: 192.5K shares2026-Q1: 183.3K shares
$29.50(+946.07%)
2026-03-31
GLW
CORNING INC COM
2.68%306.5K$41.7M
-16.11%(-58.87K)
2025-Q1: 2 shares2025-Q2: 404.5K shares2025-Q3: 378.5K shares2025-Q4: 365.4K shares2026-Q1: 306.5K shares
$49.22(+299.78%)
2026-03-31
AVGO
BROADCOM INC COM
2.29%115.0K$35.6M
-15.69%(-21.41K)
2025-Q1: 150.1K shares2025-Q2: 142.7K shares2025-Q3: 138.8K shares2025-Q4: 136.4K shares2026-Q1: 115.0K shares
$26.48(+1261.14%)
2026-03-31
AIQ
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
2.25%748.9K$35.0M
+15.03%(+97.87K)
2025-Q1: 584.9K shares2025-Q2: 627.2K shares2025-Q3: 643.6K shares2025-Q4: 651.0K shares2026-Q1: 748.9K shares
$36.84(+67.89%)
2026-03-31
VTV
VANGUARD VALUE ETF
2.25%177.9K$34.9M
+37.08%(+48.13K)
2025-Q1: 118.8K shares2025-Q2: 116.2K shares2025-Q3: 122.9K shares2025-Q4: 129.8K shares2026-Q1: 177.9K shares
$150.85(+45.29%)
2026-03-31
HAS
HASBRO INC COM
1.93%320.3K$30.0M
-3.52%(-11.68K)
2025-Q1: 412.8K shares2025-Q2: 401.4K shares2025-Q3: 327.3K shares2025-Q4: 332.0K shares2026-Q1: 320.3K shares
$58.98(+35.89%)
2026-03-31
CSCO
CISCO SYS INC COM
1.92%384.5K$29.8M
-2.94%(-11.66K)
2025-Q1: 402.0K shares2025-Q2: 392.2K shares2025-Q3: 394.3K shares2025-Q4: 396.1K shares2026-Q1: 384.5K shares
$30.14(+273.89%)
2026-03-31
VZ
VERIZON COMMUNICATIONS INC COM
1.92%592.6K$29.7M
+3.50%(+20.03K)
2025-Q1: 549.5K shares2025-Q2: 539.0K shares2025-Q3: 541.1K shares2025-Q4: 572.5K shares2026-Q1: 592.6K shares
$35.67(+19.32%)
2026-03-31
CFG
CITIZENS FINL GROUP INC COM
1.82%472.6K$28.3M
-3.86%(-19.00K)
2025-Q1: 0 shares2025-Q2: 508.4K shares2025-Q3: 497.5K shares2025-Q4: 491.6K shares2026-Q1: 472.6K shares
$42.50(+67.02%)
2026-03-31

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