VALLEY WEALTH MANAGERS, INC. Q2 2024 Filing

Filed August 8, 2024

Portfolio Value

$1.3T

Holdings

392

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (392 positions)

#StockSharesValue% PortfolioType
1
VONGVANGUARD RUSSELL 1000 GROWTH ETF
528,940$49.6B3.95%
2
AAPLAPPLE INC COM
202,598$42.7B3.40%
3
AVGOBROADCOM INC COM
25,923$41.6B3.32%
4
MSFTMICROSOFT CORP COM
74,695$33.4B2.66%
5
ORCLORACLE CORP COM
183,747$25.9B2.07%
6
GOOGLALPHABET INC CAP STK CL A
138,778$25.3B2.01%
7
AMGNAMGEN INC COM
77,528$24.2B1.93%
8
VRTXVERTEX PHARMACEUTICALS INC COM
51,480$24.1B1.92%
9
PGRPROGRESSIVE CORP COM
113,301$23.5B1.87%
10
BACVERIZON COMMUNICATIONS INC COM
529,628$21.8B1.74%
11
DWDMORGAN STANLEY COM NEW
223,797$21.8B1.73%
12
ABGCENCORA INC COM
96,007$21.6B1.72%
13
HUBBHUBBELL INC COM
58,611$21.4B1.71%
14
METMETLIFE INC COM
303,989$21.3B1.70%
15
JBLJABIL INC COM
195,902$21.3B1.70%
16
DOXAMDOCS LTD SHS
268,783$21.2B1.69%
17
CVXCHEVRON CORP NEW COM
131,337$20.5B1.64%
18
ELVELEVANCE HEALTH INC COM
37,451$20.3B1.62%
19
CSCOCISCO SYS INC COM
418,974$19.9B1.59%
20
CA8ACACI INTL INC CL A
45,503$19.6B1.56%
21
AIQGLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
548,975$19.6B1.56%
22
ROSTROSS STORES INC COM
133,665$19.4B1.55%
23
DELLDELL TECHNOLOGIES INC CL C
138,911$19.2B1.53%
24
TMUST-MOBILE US INC COM
106,752$18.8B1.50%
25
VTVVANGUARD VALUE ETF
114,744$18.4B1.47%
26
CITHE CIGNA GROUP COM
55,073$18.2B1.45%
27
PFEPFIZER INC COM
649,809$18.2B1.45%
28
BJBJS WHSL CLUB HLDGS INC
205,630$18.1B1.44%
29
TPRTAPESTRY INC COM
416,272$17.8B1.42%
30
HONHONEYWELL INTL INC COM
82,207$17.6B1.40%
31
ACNACCENTURE PLC IRELAND SHS CLASS A
57,229$17.4B1.38%
32
MGYMAGNOLIA OIL & GAS CORP CL A
660,388$16.7B1.33%
33
AIZASSURANT INC COM
100,229$16.7B1.33%
34
DYHTARGET CORP COM
112,103$16.6B1.32%
35
NFGNATIONAL FUEL GAS CO COM
301,402$16.3B1.30%
36
SSNCSS&C TECHNOLOGIES HLDGS INC COM
253,370$15.9B1.26%
37
DRIDARDEN RESTAURANTS INC COM
103,866$15.7B1.25%
38
STWDSTARWOOD PPTY TR INC COM
787,461$14.9B1.19%
39
PYPLPAYPAL HLDGS INC COM
256,654$14.9B1.19%
40
CAGCONAGRA BRANDS INC COM
514,390$14.6B1.16%
41
MOATVANECK MORNINGSTAR WIDE MOAT ETF
160,836$13.9B1.11%
42
AMKRAMKOR TECHNOLOGY INC COM
339,699$13.6B1.08%
43
NEMNEWMONT CORP COM
307,507$12.9B1.03%
44
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
238,361$12.0B0.96%
45
CNXCCONCENTRIX CORP COM
168,482$10.7B0.85%
46
LRGGMACQUARIE FOCUSED LARGE GROWTH ETF
399,210$10.6B0.84%
47
PPAINVESCO AEROSPACE & DEFENSE ETF
75,415$7.7B0.62%
48
IPACISHARES CORE MSCI PACIFIC ETF
124,029$7.6B0.60%
49
KBWBINVESCO KBW BANK ETF
130,302$7.0B0.56%
50
HEDJWISDOMTREE EUROPE HEDGED EQUITY FUND
137,536$6.2B0.50%
51
NTAPNETAPP INC COM
44,102$5.7B0.45%
52
JPMJPMORGAN CHASE & CO. COM
27,801$5.6B0.45%
53
QCOMQUALCOMM INC COM
28,152$5.6B0.45%
54
MRKMERCK & CO INC COM
41,411$5.1B0.41%
55
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF
103,737$5.0B0.40%
56
XOPSPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
34,473$5.0B0.40%
57
ABBVABBVIE INC COM
28,553$4.9B0.39%
58
CATCATERPILLAR INC COM
14,095$4.7B0.37%
59
IVWISHARES S&P 500 GROWTH ETF
50,205$4.6B0.37%
60
PGPROCTER AND GAMBLE CO COM
27,249$4.5B0.36%
61
GDGENERAL DYNAMICS CORP COM
15,036$4.4B0.35%
62
HDHOME DEPOT INC COM
12,436$4.3B0.34%
63
SDYSPDR S&P DIVIDEND ETF
33,239$4.2B0.34%
64
RSPMINVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF
122,188$4.2B0.34%
65
USBUS BANCORP DEL COM NEW
105,420$4.2B0.33%
66
PORPORTLAND GEN ELEC CO COM NEW
96,466$4.2B0.33%
67
AEPAMERICAN ELEC PWR CO INC COM
47,049$4.1B0.33%
68
IBMINTERNATIONAL BUSINESS MACHS COM
23,585$4.1B0.32%
69
XOMEXXON MOBIL CORP COM
35,332$4.1B0.32%
70
PEGPUBLIC SVC ENTERPRISE GRP INC COM
54,969$4.1B0.32%
71
TAT&T INC COM
211,797$4.0B0.32%
72
KOCOCA COLA CO COM
63,304$4.0B0.32%
73
TRVTRAVELERS COMPANIES INC COM
19,703$4.0B0.32%
74
KMIKINDER MORGAN INC DEL COM
201,133$4.0B0.32%
75
TXNTEXAS INSTRS INC COM
20,228$3.9B0.31%
76
EOGEOG RES INC COM
31,232$3.9B0.31%
77
SBUXSTARBUCKS CORP COM
50,475$3.9B0.31%
78
7HPHP INC COM
109,458$3.8B0.31%
79
STTSTATE STR CORP COM
51,797$3.8B0.31%
80
LMTLOCKHEED MARTIN CORP COM
8,176$3.8B0.30%
81
PRUPRUDENTIAL FINL INC COM
31,842$3.7B0.30%
82
SKYYFIRST TRUST CLOUD COMPUTING ETF
38,996$3.7B0.30%
83
OREALTY INCOME CORP COM
70,049$3.7B0.29%
84
GISGENERAL MLS INC COM
57,093$3.6B0.29%
85
VICIVICI PPTYS INC COM
124,838$3.6B0.28%
86
UPSUNITED PARCEL SERVICE INC CL B
26,002$3.6B0.28%
87
VOTVANGUARD MID-CAP GROWTH ETF
15,431$3.5B0.28%
88
PEPPEPSICO INC COM
21,394$3.5B0.28%
89
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
40,318$3.5B0.28%
90
MCDMCDONALDS CORP COM
13,523$3.4B0.27%
91
CMCSACOMCAST CORP NEW CL A
87,391$3.4B0.27%
92
IVVISHARES CORE S&P 500 ETF
6,180$3.4B0.27%
93
JNJJOHNSON & JOHNSON COM
22,986$3.4B0.27%
94
SONSONOCO PRODS CO COM
65,491$3.3B0.26%
95
GILDGILEAD SCIENCES INC COM
46,524$3.2B0.25%
96
MSMMSC INDL DIRECT INC CL A
39,919$3.2B0.25%
97
SPYSPDR S&P 500 ETF TRUST
5,817$3.2B0.25%
98
AMZNAMAZON COM INC COM
16,334$3.2B0.25%
99
FXLFIRST TRUST TECHNOLOGY ALPHADEX FUND
21,897$3.0B0.24%
100
IHIISHARES U.S. MEDICAL DEVICES ETF
53,113$3.0B0.24%
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