VALLEY WEALTH MANAGERS, INC. Q2 2023 Filing

Filed July 28, 2023

Portfolio Value

$1113.4T

Holdings

354

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (354 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC COM
239,799$46.5T4.18%
2
AVGOBROADCOM INC COM
41,023$35.6T3.20%
3
MSFTMICROSOFT CORP COM
92,097$31.4T2.82%
4
JBLJABIL INC COM
268,834$29.0T2.61%
5
ORCLORACLE CORP COM
219,369$26.1T2.35%
6
HUBBHUBBELL INC COM
73,435$24.3T2.19%
7
CSCOCISCO SYS INC COM
447,578$23.2T2.08%
8
MCHPMICROCHIP TECHNOLOGY INC. COM
254,224$22.8T2.05%
9
ABGAMERISOURCEBERGEN CORP COM
118,040$22.7T2.04%
10
VRTXVERTEX PHARMACEUTICALS INC COM
64,066$22.5T2.02%
11
CVXCHEVRON CORP NEW COM
138,388$21.8T1.96%
12
SONSONOCO PRODS CO COM
347,617$20.5T1.84%
13
ACNACCENTURE PLC IRELAND SHS CLASS A
65,511$20.2T1.82%
14
JNJJOHNSON & JOHNSON COM
120,262$19.9T1.79%
15
METMETLIFE INC COM
348,080$19.7T1.77%
16
CA8ACACI INTL INC CL A
57,220$19.5T1.75%
17
DELLDELL TECHNOLOGIES INC CL C
358,238$19.4T1.74%
18
AMGNAMGEN INC COM
87,156$19.4T1.74%
19
GOOGLALPHABET INC CAP STK CL A
160,645$19.2T1.73%
20
PGRPROGRESSIVE CORP COM
145,044$19.2T1.72%
21
TRTN-PATRITON INTL LTD CL A
227,858$19.0T1.70%
22
ELVELEVANCE HEALTH INC COM
42,185$18.7T1.68%
23
TPRTAPESTRY INC COM
435,773$18.7T1.68%
24
LKQ1LKQ CORP COM
317,412$18.5T1.66%
25
HONHONEYWELL INTL INC COM
88,858$18.4T1.66%
26
NFGNATIONAL FUEL GAS CO COM
351,992$18.1T1.62%
27
DRIDARDEN RESTAURANTS INC COM
107,875$18.0T1.62%
28
ROSTROSS STORES INC COM
155,403$17.4T1.57%
29
PFEPFIZER INC COM
472,192$17.3T1.56%
30
CITHE CIGNA GROUP COM
60,609$17.0T1.53%
31
DWDMORGAN STANLEY COM NEW
197,811$16.9T1.52%
32
CVSCVS HEALTH CORP COM
244,237$16.9T1.52%
33
BACVERIZON COMMUNICATIONS INC COM
452,741$16.8T1.51%
34
TMUST-MOBILE US INC COM
117,831$16.4T1.47%
35
CAGCONAGRA BRANDS INC COM
476,728$16.1T1.44%
36
MGYMAGNOLIA OIL & GAS CORP CL A
728,719$15.2T1.37%
37
STWDSTARWOOD PPTY TR INC COM
736,030$14.3T1.28%
38
AIZASSURANT INC COM
113,261$14.2T1.28%
39
SSNCSS&C TECHNOLOGIES HLDGS INC COM
233,555$14.2T1.27%
40
DYHTARGET CORP COM
106,010$14.0T1.26%
41
BJBJS WHSL CLUB HLDGS INC
217,081$13.7T1.23%
42
PBPROSPERITY BANCSHARES INC COM
232,124$13.1T1.18%
43
NEMNEWMONT CORP COM
279,597$11.9T1.07%
44
CNXCCONCENTRIX CORP COM
94,707$7.6T0.69%
45
MRKMERCK & CO INC COM
48,942$5.6T0.51%
46
JPMJPMORGAN CHASE & CO COM
36,282$5.3T0.47%
47
CATCATERPILLAR INC COM
21,245$5.2T0.47%
48
NTAPNETAPP INC COM
67,359$5.1T0.46%
49
PGPROCTER AND GAMBLE CO COM
33,412$5.1T0.46%
50
MCDMCDONALDS CORP COM
16,217$4.8T0.43%
51
HDHOME DEPOT INC COM
15,435$4.8T0.43%
52
PEPPEPSICO INC COM
25,756$4.8T0.43%
53
ABBVABBVIE INC COM
34,933$4.7T0.42%
54
SDYSPDR S&P DIVIDEND ETF
38,347$4.7T0.42%
55
MSMMSC INDL DIRECT INC CL A
49,274$4.7T0.42%
56
GISGENERAL MLS INC COM
60,818$4.7T0.42%
57
UPSUNITED PARCEL SERVICE INC CL B
25,905$4.6T0.42%
58
DOXAMDOCS LTD SHS
46,653$4.6T0.41%
59
GDGENERAL DYNAMICS CORP COM
20,844$4.5T0.40%
60
CMCSACOMCAST CORP NEW CL A
107,404$4.5T0.40%
61
TXNTEXAS INSTRS INC COM
24,751$4.5T0.40%
62
EOGEOG RES INC COM
38,647$4.4T0.40%
63
LMTLOCKHEED MARTIN CORP COM
9,534$4.4T0.39%
64
TRVTRAVELERS COMPANIES INC COM
24,993$4.3T0.39%
65
STTSTATE STR CORP COM
58,836$4.3T0.39%
66
CMICUMMINS INC COM
17,523$4.3T0.39%
67
7HPHP INC COM
138,427$4.3T0.38%
68
GILDGILEAD SCIENCES INC COM
54,713$4.2T0.38%
69
VICIVICI PPTYS INC COM
134,113$4.2T0.38%
70
TROWPRICE T ROWE GROUP INC COM
37,560$4.2T0.38%
71
IBMINTERNATIONAL BUSINESS MACHS COM
31,377$4.2T0.38%
72
PEGPUBLIC SVC ENTERPRISE GRP INC COM
66,933$4.2T0.38%
73
USBUS BANCORP DEL COM NEW
126,232$4.2T0.37%
74
OREALTY INCOME CORP COM
69,745$4.2T0.37%
75
AEPAMERICAN ELEC PWR CO INC COM
49,131$4.1T0.37%
76
QCOMQUALCOMM INC COM
33,816$4.0T0.36%
77
IVWISHARES S&P 500 GROWTH ETF
55,422$3.9T0.35%
78
TAT&T INC COM
242,682$3.9T0.35%
79
BMYBRISTOL-MYERS SQUIBB CO COM
59,755$3.8T0.34%
80
KMIKINDER MORGAN INC DEL COM
221,442$3.8T0.34%
81
PRUPRUDENTIAL FINL INC COM
41,702$3.7T0.33%
82
SPYSPDR S&P 500 ETF TRUST
8,269$3.7T0.33%
83
LYBLYONDELLBASELL INDUSTRIES N V SHS - A -
37,392$3.4T0.31%
84
VOTVANGUARD MID-CAP GROWTH ETF
16,504$3.4T0.31%
85
TFCTRUIST FINL CORP COM
109,212$3.3T0.30%
86
IVVISHARES CORE S&P 500 ETF
7,395$3.3T0.30%
87
VONGVANGUARD RUSSELL 1000 GROWTH ETF
42,162$3.0T0.27%
88
VTVVANGUARD VALUE ETF
17,722$2.5T0.23%
89
VOEVANGUARD MID-CAP VALUE ETF
17,109$2.4T0.21%
90
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF
30,442$2.3T0.21%
91
MPTMEDICAL PPTYS TRUST INC COM
245,486$2.3T0.20%
92
IBDQISHARES IBONDS DEC 2025 TERM CORPORATE ETF
91,050$2.2T0.20%
93
AQLTISHARES CORE MSCI EAFE ETF
32,685$2.2T0.20%
94
IBDPISHARES IBONDS DEC 2024 TERM CORPORATE ETF
83,504$2.1T0.18%
95
IBDRISHARES IBONDS DEC 2026 TERM CORPORATE ETF
83,965$2.0T0.18%
96
GSLCGOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF
21,665$1.9T0.17%
97
VBKVANGUARD SMALL-CAP GROWTH ETF
7,820$1.8T0.16%
98
AMZNAMAZON COM INC COM
12,608$1.6T0.15%
99
IBDSISHARES IBONDS DEC 2027 TERM CORPORATE ETF
67,775$1.6T0.14%
100
VWOVANGUARD FTSE EMERGING MARKETS ETF
38,606$1.6T0.14%
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