VALLEY WEALTH MANAGERS, INC. Q1 2023 Filing

Filed May 3, 2023

Portfolio Value

$1.1T

Holdings

360

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (360 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC COM
247,514$40.8B3.71%
2
MSFTMICROSOFT CORP COM
98,125$28.3B2.57%
3
AVGOBROADCOM INC COM
43,528$27.9B2.54%
4
JBLJABIL INC COM
283,507$25.0B2.27%
5
CSCOCISCO SYS INC COM
462,400$24.2B2.20%
6
CVXCHEVRON CORP NEW COM
142,378$23.2B2.11%
7
ORCLORACLE CORP COM
235,739$21.9B1.99%
8
MCHPMICROCHIP TECHNOLOGY INC. COM
260,842$21.9B1.99%
9
PGRPROGRESSIVE CORP COM
151,174$21.6B1.97%
10
SONSONOCO PRODS CO COM
354,016$21.6B1.96%
11
VRTXVERTEX PHARMACEUTICALS INC COM
68,334$21.5B1.96%
12
AMGNAMGEN INC COM
88,969$21.5B1.96%
13
NFGNATIONAL FUEL GAS CO COM
351,426$20.3B1.85%
14
ELVELEVANCE HEALTH INC COM
43,079$19.8B1.80%
15
ABGAMERISOURCEBERGEN CORP COM
121,363$19.4B1.77%
16
TPRTAPESTRY INC COM
447,550$19.3B1.75%
17
PFEPFIZER INC COM
472,645$19.3B1.75%
18
ACNACCENTURE PLC IRELAND SHS CLASS A
67,363$19.3B1.75%
19
JNJJOHNSON & JOHNSON COM
122,725$19.0B1.73%
20
HUBBHUBBELL INC COM
77,617$18.9B1.72%
21
LKQ1LKQ CORP COM
324,680$18.4B1.68%
22
CAGCONAGRA BRANDS INC COM
483,880$18.2B1.65%
23
CVSCVS HEALTH CORP COM
243,591$18.1B1.65%
24
DYHTARGET CORP COM
108,305$17.9B1.63%
25
CNPCENTERPOINT ENERGY INC COM
604,352$17.8B1.62%
26
TMUST-MOBILE US INC COM
122,196$17.7B1.61%
27
BACVERIZON COMMUNICATIONS INC COM
451,364$17.6B1.60%
28
DWDMORGAN STANLEY COM NEW
199,553$17.5B1.59%
29
DRIDARDEN RESTAURANTS INC COM
111,940$17.4B1.58%
30
CA8ACACI INTL INC CL A
58,589$17.4B1.58%
31
GOOGLALPHABET INC CAP STK CL A
167,148$17.3B1.58%
32
HONHONEYWELL INTL INC COM
90,670$17.3B1.58%
33
ROSTROSS STORES INC COM
159,223$16.9B1.54%
34
BJBJS WHSL CLUB HLDGS INC
219,545$16.7B1.52%
35
MGYMAGNOLIA OIL & GAS CORP CL A
740,427$16.2B1.47%
36
CITHE CIGNA GROUP COM
61,425$15.7B1.43%
37
TRTN-PATRITON INTL LTD CL A
240,481$15.2B1.38%
38
DELLDELL TECHNOLOGIES INC CL C
367,587$14.8B1.34%
39
PBPROSPERITY BANCSHARES INC COM
233,048$14.3B1.30%
40
NEMNEWMONT CORP COM
279,491$13.7B1.25%
41
AIZASSURANT INC COM
113,781$13.7B1.24%
42
SSNCSS&C TECHNOLOGIES HLDGS INC COM
236,565$13.4B1.22%
43
STWDSTARWOOD PPTY TR INC COM
738,707$13.1B1.19%
44
CNXCCONCENTRIX CORP COM
95,494$11.6B1.06%
45
ABBVABBVIE INC COM
36,400$5.8B0.53%
46
MRKMERCK & CO INC COM
53,973$5.7B0.52%
47
GISGENERAL MLS INC COM
62,128$5.3B0.48%
48
PGPROCTER AND GAMBLE CO COM
35,144$5.2B0.48%
49
JPMJPMORGAN CHASE & CO COM
39,406$5.1B0.47%
50
CATCATERPILLAR INC COM
22,071$5.1B0.46%
51
PEPPEPSICO INC COM
27,053$4.9B0.45%
52
SDYSPDR S&P DIVIDEND ETF
39,488$4.9B0.44%
53
UPSUNITED PARCEL SERVICE INC CL B
24,998$4.8B0.44%
54
MCDMCDONALDS CORP COM
17,269$4.8B0.44%
55
HDHOME DEPOT INC COM
16,224$4.8B0.44%
56
LMTLOCKHEED MARTIN CORP COM
10,113$4.8B0.43%
57
GILDGILEAD SCIENCES INC COM
57,581$4.8B0.43%
58
DOXAMDOCS LTD SHS
49,559$4.8B0.43%
59
GDGENERAL DYNAMICS CORP COM
20,772$4.7B0.43%
60
TAT&T INC COM
240,931$4.6B0.42%
61
EOGEOG RES INC COM
40,311$4.6B0.42%
62
AEPAMERICAN ELEC PWR CO INC COM
50,608$4.6B0.42%
63
OREALTY INCOME CORP COM
72,087$4.6B0.42%
64
STTSTATE STR CORP COM
60,241$4.6B0.41%
65
TRVTRAVELERS COMPANIES INC COM
26,419$4.5B0.41%
66
VICIVICI PPTYS INC COM
138,477$4.5B0.41%
67
NTAPNETAPP INC COM
70,075$4.5B0.41%
68
TXNTEXAS INSTRS INC COM
23,995$4.5B0.41%
69
TROWPRICE T ROWE GROUP INC COM
38,449$4.3B0.39%
70
PEGPUBLIC SVC ENTERPRISE GRP INC COM
69,381$4.3B0.39%
71
MSMMSC INDL DIRECT INC CL A
51,469$4.3B0.39%
72
CMICUMMINS INC COM
17,999$4.3B0.39%
73
QCOMQUALCOMM INC COM
33,523$4.3B0.39%
74
IBMINTERNATIONAL BUSINESS MACHS COM
32,429$4.3B0.39%
75
BMYBRISTOL-MYERS SQUIBB CO COM
61,170$4.2B0.39%
76
CMCSACOMCAST CORP NEW CL A
111,349$4.2B0.38%
77
7HPHP INC COM
142,175$4.2B0.38%
78
KMIKINDER MORGAN INC DEL COM
228,318$4.0B0.36%
79
TFCTRUIST FINL CORP COM
111,930$3.8B0.35%
80
METMETLIFE INC COM
65,030$3.8B0.34%
81
IVWISHARES S&P 500 GROWTH ETF
57,001$3.6B0.33%
82
LYBLYONDELLBASELL INDUSTRIES N V SHS - A -
38,568$3.6B0.33%
83
USBUS BANCORP DEL COM NEW
95,628$3.4B0.31%
84
SPYSPDR S&P 500 ETF TRUST
8,320$3.4B0.31%
85
PRUPRUDENTIAL FINL INC COM
40,348$3.3B0.30%
86
VOTVANGUARD MID-CAP GROWTH ETF
16,868$3.3B0.30%
87
IVVISHARES CORE S&P 500 ETF
7,682$3.2B0.29%
88
VONGVANGUARD RUSSELL 1000 GROWTH ETF
42,852$2.7B0.25%
89
VTVVANGUARD VALUE ETF
18,458$2.5B0.23%
90
VOEVANGUARD MID-CAP VALUE ETF
17,616$2.4B0.21%
91
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF
30,848$2.4B0.21%
92
AQLTISHARES CORE MSCI EAFE ETF
33,620$2.2B0.20%
93
IBDQISHARES IBONDS DEC 2025 TERM CORPORATE ETF
88,979$2.2B0.20%
94
MPTMEDICAL PPTYS TRUST INC COM
251,044$2.1B0.19%
95
IBDPISHARES IBONDS DEC 2024 TERM CORPORATE ETF
81,148$2.0B0.18%
96
IBDRISHARES IBONDS DEC 2026 TERM CORPORATE ETF
82,198$2.0B0.18%
97
GSLCGOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF
22,978$1.9B0.17%
98
VBKVANGUARD SMALL-CAP GROWTH ETF
7,969$1.7B0.16%
99
VWOVANGUARD FTSE EMERGING MARKETS ETF
39,333$1.6B0.14%
100
IBDSISHARES IBONDS DEC 2027 TERM CORPORATE ETF
64,303$1.5B0.14%
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