VALLEY WEALTH MANAGERS, INC. Q2 2022 Filing

Filed August 1, 2022

Portfolio Value

$1.1T

Holdings

449

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (449 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC COM
272,513$37.3B3.49%
2
MSFTMICROSOFT CORP COM
104,740$26.9B2.52%
3
NFGNATIONAL FUEL GAS CO COM
373,144$24.6B2.31%
4
VRTXVERTEX PHARMACEUTICALS INC COM
85,825$24.2B2.26%
5
PFEPFIZER INC COM
459,681$24.1B2.26%
6
CVXCHEVRON CORP NEW COM
159,197$23.0B2.16%
7
AMGNAMGEN INC COM
93,203$22.7B2.12%
8
CVSCVS HEALTH CORP COM
243,502$22.6B2.11%
9
ELVELEVANCE HEALTH INC COM
46,352$22.4B2.09%
10
JNJJOHNSON & JOHNSON COM
123,868$22.0B2.06%
11
PGRPROGRESSIVE CORP COM
180,818$21.0B1.97%
12
BACVERIZON COMMUNICATIONS INC COM
401,933$20.4B1.91%
13
CNPCENTERPOINT ENERGY INC COM
684,342$20.2B1.90%
14
AIZASSURANT INC COM
115,131$19.9B1.86%
15
AVGOBROADCOM INC COM
40,955$19.9B1.86%
16
CSCOCISCO SYS INC COM
463,055$19.7B1.85%
17
CICIGNA CORP NEW COM
71,913$19.0B1.77%
18
ACNACCENTURE PLC IRELAND SHS CLASS A
66,726$18.5B1.73%
19
ABGAMERISOURCEBERGEN CORP COM
130,263$18.4B1.73%
20
CA8ACACI INTL INC CL A
64,386$18.1B1.70%
21
ORCLORACLE CORP COM
256,205$17.9B1.68%
22
CMCSACOMCAST CORP NEW CL A
453,329$17.8B1.67%
23
GOOGLALPHABET INC CAP STK CL A
8,153$17.8B1.66%
24
TMUST-MOBILE US INC COM
129,432$17.4B1.63%
25
LKQ1LKQ CORP COM
341,670$16.8B1.57%
26
HUBBHUBBELL INC COM
92,530$16.5B1.55%
27
HONHONEYWELL INTL INC COM
95,023$16.5B1.55%
28
DWDMORGAN STANLEY COM NEW
215,678$16.4B1.54%
29
PBPROSPERITY BANCSHARES INC COM
237,310$16.2B1.52%
30
MCHPMICROCHIP TECHNOLOGY INC. COM
276,159$16.0B1.50%
31
EMEEMCOR GROUP INC COM
153,487$15.8B1.48%
32
AWNADVANCE AUTO PARTS INC COM
89,636$15.5B1.45%
33
DYHTARGET CORP COM
107,382$15.2B1.42%
34
CECELANESE CORP DEL COM
128,780$15.1B1.42%
35
NEMNEWMONT CORP COM
252,143$15.0B1.41%
36
DRIDARDEN RESTAURANTS INC COM
132,308$15.0B1.40%
37
STWDSTARWOOD PPTY TR INC COM
694,838$14.5B1.36%
38
TPRTAPESTRY INC COM
472,890$14.4B1.35%
39
SSNCSS&C TECHNOLOGIES HLDGS INC COM
234,869$13.6B1.28%
40
INGRINGREDION INC COM
152,861$13.5B1.26%
41
LITELUMENTUM HLDGS INC COM
157,983$12.5B1.17%
42
CNXCCONCENTRIX CORP COM
86,717$11.8B1.10%
43
ROSTROSS STORES INC COM
166,546$11.7B1.10%
44
AMGAFFILIATED MANAGERS GROUP INC COM
97,262$11.3B1.06%
45
ABBVABBVIE INC COM
40,719$6.2B0.58%
46
MRKMERCK & CO INC COM
61,742$5.6B0.53%
47
JPMJPMORGAN CHASE & CO COM
46,422$5.2B0.49%
48
GISGENERAL MLS INC COM
67,224$5.1B0.47%
49
SDYSPDR S&P DIVIDEND ETF
41,275$4.9B0.46%
50
BMYBRISTOL-MYERS SQUIBB CO COM
63,386$4.9B0.46%
51
PGPROCTER AND GAMBLE CO COM
33,619$4.8B0.45%
52
PEPPEPSICO INC COM
28,758$4.8B0.45%
53
GDGENERAL DYNAMICS CORP COM
21,132$4.7B0.44%
54
TRVTRAVELERS COMPANIES INC COM
26,837$4.5B0.42%
55
UPSUNITED PARCEL SERVICE INC CL B
24,813$4.5B0.42%
56
LMTLOCKHEED MARTIN CORP COM
10,497$4.5B0.42%
57
WPCWP CAREY INC COM
52,969$4.4B0.41%
58
MCDMCDONALDS CORP COM
17,768$4.4B0.41%
59
DOXAMDOCS LTD SHS
52,352$4.4B0.41%
60
SSS1EURLIFE STORAGE INC COM
38,595$4.3B0.40%
61
IBMINTERNATIONAL BUSINESS MACHS COM
30,520$4.3B0.40%
62
7HPHP INC COM
130,553$4.3B0.40%
63
HDHOME DEPOT INC COM
15,562$4.3B0.40%
64
VICIVICI PPTYS INC COM
142,495$4.2B0.40%
65
PEGPUBLIC SVC ENTERPRISE GRP INC COM
66,688$4.2B0.40%
66
METMETLIFE INC COM
66,950$4.2B0.39%
67
PORPORTLAND GEN ELEC CO COM NEW
84,901$4.1B0.38%
68
CATCATERPILLAR INC COM
22,925$4.1B0.38%
69
TROWPRICE T ROWE GROUP INC COM
34,682$3.9B0.37%
70
KMIKINDER MORGAN INC DEL COM
233,742$3.9B0.37%
71
NTAPNETAPP INC COM
59,658$3.9B0.36%
72
QCOMQUALCOMM INC COM
30,409$3.9B0.36%
73
GILDGILEAD SCIENCES INC COM
62,153$3.8B0.36%
74
MSMMSC INDL DIRECT INC CL A
50,976$3.8B0.36%
75
SONSONOCO PRODS CO COM
64,935$3.7B0.35%
76
BACBK OF AMERICA CORP COM
117,662$3.7B0.34%
77
TAT&T INC COM
172,629$3.6B0.34%
78
TFCTRUIST FINL CORP COM
76,076$3.6B0.34%
79
CMICUMMINS INC COM
18,287$3.5B0.33%
80
LYBLYONDELLBASELL INDUSTRIES N V SHS - A -
39,819$3.5B0.33%
81
DKSDICKS SPORTING GOODS INC COM
46,023$3.5B0.32%
82
PRUPRUDENTIAL FINL INC COM
36,101$3.5B0.32%
83
GLWCORNING INC COM
103,937$3.3B0.31%
84
MPTMEDICAL PPTYS TRUST INC COM
206,071$3.1B0.29%
85
SPYSPDR S&P 500 ETF
8,105$3.1B0.29%
86
VOTVANGUARD MID-CAP GROWTH INDEX FUND
17,431$3.1B0.29%
87
IWFISHARES RUSSELL 1000 GROWTH ETF
13,457$2.9B0.28%
88
IVVISHARES CORE S&P 500 ETF
7,383$2.8B0.26%
89
VCSHVANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
36,302$2.8B0.26%
90
IVWISHARES S&P 500 GROWTH ETF
44,260$2.7B0.25%
91
VTVVANGUARD VALUE INDEX FUND
18,220$2.4B0.22%
92
VOEVANGUARD MID-CAP VALUE INDEX FUND
18,205$2.4B0.22%
93
AVGO 8 09/30/22 ABROADCOM INC 8 MCNV PFD SR A
1,470$2.2B0.21%
94
AQLTISHARES CORE MSCI EAFE ETF
36,924$2.2B0.20%
95
IBDQISHARES IBONDS DEC 2025 TERM CORPORATE ETF
86,636$2.1B0.20%
96
IBDPISHARES IBONDS DEC 2024 TERM CORPORATE ETF
77,675$1.9B0.18%
97
IBDRISHARES IBONDS DEC 2026 TERM CORPORATE ETF
77,831$1.9B0.17%
98
GSLCGOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF
23,805$1.8B0.17%
99
VONGVANGUARD RUSSELL 1000 GROWTH ETF
30,751$1.7B0.16%
100
VBKVANGUARD SMALL-CAP GROWTH INDEX FUND
8,451$1.7B0.16%
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