Top 50 Valley Wealth Managers, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 3.76% | 531.6K | $58.3M | +11.44%(+54.60K) | $83.05(+50.20%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 3% | 183.3K | $46.5M | -4.76%(-9.16K) | $29.50(+946.07%) | 2026-03-31 | |
| GLW | CORNING INC COM | 2.68% | 306.5K | $41.7M | -16.11%(-58.87K) | $49.22(+299.78%) | 2026-03-31 | |
| AVGO | BROADCOM INC COM | 2.29% | 115.0K | $35.6M | -15.69%(-21.41K) | $26.48(+1261.14%) | 2026-03-31 | |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | 2.25% | 748.9K | $35.0M | +15.03%(+97.87K) | $36.84(+67.89%) | 2026-03-31 | |
| VTV | VANGUARD VALUE ETF | 2.25% | 177.9K | $34.9M | +37.08%(+48.13K) | $150.85(+45.29%) | 2026-03-31 | |
| HAS | HASBRO INC COM | 1.93% | 320.3K | $30.0M | -3.52%(-11.68K) | $58.98(+35.89%) | 2026-03-31 | |
| CSCO | CISCO SYS INC COM | 1.92% | 384.5K | $29.8M | -2.94%(-11.66K) | $30.14(+273.89%) | 2026-03-31 | |
| VZ | VERIZON COMMUNICATIONS INC COM | 1.92% | 592.6K | $29.7M | +3.50%(+20.03K) | $35.67(+19.32%) | 2026-03-31 | |
| CFG | CITIZENS FINL GROUP INC COM | 1.82% | 472.6K | $28.3M | -3.86%(-19.00K) | $42.50(+67.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +23.67% | +89.16% |
| Top 20 Holdings Unweighted | +24.17% | +91.46% |
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