← Every investor
Valley Wealth Managers, Inc. Portfolio
$1.8B across 345 positions as of 2026-09-30, with 26% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+17.1%
+2.6% a year vs the S&P 500
3 years
+19.5%
-1.8% a year vs the S&P 500
5 years
+12.3%
+0.1% a year vs the S&P 500
Quarters ahead
9 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.0% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +14.2% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | +0.1% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.4% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +7.6% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +6.7% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -1.6% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +0.1% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| AAPLApple Inc | $60.8M | 3.5% | 182,489 |
| DELLDell Technologies Inc | $54.7M | 3.1% | 101,684 |
| VONGVanguard Russell 1000 Growth ETF | $52.8M | 3.0% | 409,211 |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $51.7M | 2.9% | 56,007 |
| VTVVanguard Value ETF | $49.8M | 2.8% | 230,611 |
| AIQGlobal X Artificial Intelligence & Technology ETF | $41.2M | 2.3% | 632,632 |
| CSCOCisco Systems Inc | $39.6M | 2.3% | 367,942 |
| AVGOBroadcom Inc | $39.4M | 2.2% | 112,073 |
| MSFTMicrosoft Corp | $38.8M | 2.2% | 75,742 |
| GOOGLAlphabet Inc | $33.7M | 1.9% | 97,826 |
| MSMorgan Stanley | $31.4M | 1.8% | 167,020 |
| METMetLife Inc | $30.3M | 1.7% | 322,248 |
| DALDelta Air Lines Inc | $29.9M | 1.7% | 358,406 |
| METAMeta Platforms Inc | $29.9M | 1.7% | 41,230 |
| AMGNAmgen Inc | $29.7M | 1.7% | 70,407 |
| PFEPfizer Inc | $29.5M | 1.7% | 1,035,192 |
| CRMSalesforce Inc | $29.2M | 1.7% | 127,153 |
| HASHasbro Inc | $29.1M | 1.7% | 331,397 |
| ROSTRoss Stores Inc | $29M | 1.6% | 124,302 |
| CFGCitizens Financial Group Inc | $28.4M | 1.6% | 445,328 |
| VZVerizon Communications Inc | $27.9M | 1.6% | 608,781 |
| ESIElement Solutions Inc | $27.8M | 1.6% | 765,712 |
| GLWCorning Inc | $27.4M | 1.6% | 178,430 |
| VRTXVertex Pharmaceuticals Inc | $27.1M | 1.5% | 51,753 |
| CACICACI International Inc | $26.7M | 1.5% | 43,821 |
| AIZAssurant Inc | $25.9M | 1.5% | 98,312 |
| CVXChevron Corp | $25M | 1.4% | 122,653 |
| HUBBHubbell Inc | $24.7M | 1.4% | 54,398 |
| CORCencora Inc | $24.6M | 1.4% | 82,003 |
| INGRAM MICRO HOLDING CORP | $23.9M | 1.4% | 890,942 |
| NXSTNexstar Media Group Inc | $23.1M | 1.3% | 142,946 |
| KRKroger Co | $22.7M | 1.3% | 386,667 |
| CUBECubeSmart | $22.5M | 1.3% | 598,704 |
| TPRTapestry Inc | $22.4M | 1.3% | 194,527 |
| PGRProgressive Corp | $22.2M | 1.3% | 107,132 |
| KDPKeurig Dr Pepper Inc | $21.8M | 1.2% | 717,448 |
| DRIDarden Restaurants Inc | $20.7M | 1.2% | 107,060 |
| NFGNational Fuel Gas Co | $20.5M | 1.2% | 270,637 |
| ORCLOracle Corp | $20.3M | 1.2% | 147,787 |
| SSNCSS&C Technologies Holdings Inc | $20M | 1.1% | 259,292 |
| TMUST-Mobile US Inc | $19M | 1.1% | 116,239 |
| HONHoneywell International Inc | $17.9M | 1.0% | 84,906 |
| ACCENTURE PLC IRELAND SHS CLASS A | $16.9M | 1.0% | 91,990 |
| JIREJ.P. Morgan Exchange-Traded Fund Trust JPMorgan International Research Enhanced Equity ETF | $16.7M | 0.9% | 202,895 |
| SHLDGlobal X Defense Tech ETF | $15.6M | 0.9% | 259,995 |
| SOXXiShares Semiconductor ETF | $14.9M | 0.8% | 26,200 |
| IPACiShares Core MSCI Pacific ETF | $11.9M | 0.7% | 140,216 |
| KBWBInvesco KBW Bank ETF | $11.7M | 0.7% | 134,591 |
| PPAInvesco Aerospace & Defense ETF | $10.9M | 0.6% | 70,802 |
| PAVEGlobal X Funds Global X U.S. Infrastructure Development ETF | $10M | 0.6% | 189,907 |
| NVDANVIDIA Corp | $8.6M | 0.5% | 37,530 |
| TXNTexas Instruments Inc | $7.8M | 0.4% | 27,952 |
| NTAPNetApp Inc | $7.7M | 0.4% | 36,823 |
| INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF | $7.6M | 0.4% | 204,137 |
| ABBVAbbVie Inc | $7.2M | 0.4% | 27,602 |
| DKSDICK'S Sporting Goods Inc | $7.2M | 0.4% | 53,580 |
| MRKMerck & Co Inc | $7M | 0.4% | 48,400 |
| JPMJPMorgan Chase & Co | $6.8M | 0.4% | 20,610 |
| STTState Street Corp | $6.6M | 0.4% | 37,774 |
| ADPAutomatic Data Processing Inc | $6.4M | 0.4% | 24,761 |
| FBNDFidelity Total Bond ETF | $6.3M | 0.4% | 145,662 |
| AMZNAmazon.com Inc | $6.2M | 0.4% | 25,046 |
| UNHUnitedHealth Group Inc | $6.2M | 0.4% | 16,783 |
| XOMExxonmobil Holdings Corp | $6M | 0.3% | 37,122 |
| TRVTravelers Companies Inc | $6M | 0.3% | 16,931 |
| INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF | $6M | 0.3% | 56,077 |
| RRyder System Inc | $6M | 0.3% | 26,417 |
| QCOMQualcomm Inc | $6M | 0.3% | 32,601 |
| PNCPNC Financial Services Group Inc | $5.6M | 0.3% | 25,274 |
| GILDGilead Sciences, Inc | $5.6M | 0.3% | 37,526 |
| KOCoca-Cola Co | $5.5M | 0.3% | 63,722 |
| USBUS Bancorp | $5.4M | 0.3% | 93,105 |
| CTSHCognizant Technology Solutions Corp | $5.3M | 0.3% | 91,797 |
| IVWiShares S&P 500 Growth ETF | $5.2M | 0.3% | 36,519 |
| KMIKinder Morgan Inc | $5.1M | 0.3% | 169,865 |
| EOGEOG Resources Inc | $5.1M | 0.3% | 36,733 |
| TROWT Rowe Price Group Inc | $4.9M | 0.3% | 47,301 |
| AEPAmerican Electric Power Company Inc | $4.9M | 0.3% | 41,120 |
| GDGeneral Dynamics Corp | $4.9M | 0.3% | 14,678 |
| SBUXStarbucks Corp | $4.9M | 0.3% | 51,721 |
| FNFFidelity National Financial Inc | $4.8M | 0.3% | 123,280 |
| PGProcter & Gamble Co | $4.7M | 0.3% | 32,291 |
| MEDTRONIC PLC SHS | $4.7M | 0.3% | 54,193 |
| TAT&T Inc | $4.6M | 0.3% | 188,989 |
| KMBKimberly-Clark Corp | $4.6M | 0.3% | 47,283 |
| IBMInternational Business Machines Corp | $4.5M | 0.3% | 20,565 |
| AMTAmerican Tower Corp | $4.5M | 0.3% | 27,418 |
| SKYYFirst Trust Cloud Computing ETF | $4.4M | 0.3% | 26,865 |
| HACKETFMG Prime Cyber Security ETF | $4.3M | 0.2% | 35,856 |
| LMTLockheed Martin Corp | $4.3M | 0.2% | 8,467 |
| ORealty Income Corp | $4.3M | 0.2% | 79,397 |
| EMNEastman Chemical Co | $4.1M | 0.2% | 63,718 |
| PEGPublic Service Enterprise Group Inc | $4.1M | 0.2% | 61,170 |
| PRUPrudential Financial Inc | $4.1M | 0.2% | 36,034 |
| PEPPepsiCo Inc | $4.1M | 0.2% | 32,147 |
| LLYEli Lilly and Co | $3.9M | 0.2% | 3,393 |
| ANETArista Networks Inc | $3.8M | 0.2% | 18,837 |
| IGViShares Expanded Tech-Software Sector ETF | $3.8M | 0.2% | 35,393 |
| BNDXVanguard Total International Bond ETF | $3.6M | 0.2% | 76,841 |
| HDHome Depot Inc | $3.5M | 0.2% | 12,458 |
| APHAmphenol Corp | $3.5M | 0.2% | 41,696 |
| AB CORE PLUS BOND ETF | $3.5M | 0.2% | 105,172 |
| AIRRFirst Trust RBA American Industrial Renaissance ETF | $3.5M | 0.2% | 33,513 |
| JPMORGAN U.S. TECH LEADERS ETF | $3.4M | 0.2% | 32,376 |
| VICIVICI Properties Inc | $3.4M | 0.2% | 147,258 |
| MCDMcDonald's Corp | $3.3M | 0.2% | 14,489 |
| SDYState Street SPDR S&P Dividend ETF | $3.3M | 0.2% | 22,585 |
| VOTVanguard Mid-Cap Growth ETF | $3.3M | 0.2% | 11,313 |
| IVViShares Core S&P 500 ETF | $3.3M | 0.2% | 4,250 |
| AMDOCS LTD SHS | $3.2M | 0.2% | 56,713 |
| VOEVanguard Mid-Cap Value ETF | $2.6M | 0.1% | 13,183 |
| VVisa Inc | $2.5M | 0.1% | 7,073 |
| SPYState Street SPDR S&P 500 ETF Trust | $2.5M | 0.1% | 3,259 |
| JPSTJPMorgan Ultra-Short Income ETF | $2.5M | 0.1% | 49,062 |
| VRTVertiv Holdings Co | $2.3M | 0.1% | 9,591 |
| ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF | $2.1M | 0.1% | 22,048 |
| HOODRobinhood Markets Inc | $2.1M | 0.1% | 18,697 |
| ISRGIntuitive Surgical Inc | $2M | 0.1% | 4,954 |
| IEFAiShares Core MSCI EAFE ETF | $1.8M | 0.1% | 19,023 |
| BSVVanguard Short-Term Bond ETF | $1.8M | 0.1% | 23,780 |
| VGTVanguard Information Tech ETF | $1.8M | 0.1% | 13,982 |
| GSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $1.7M | 0.1% | 11,906 |
| VBKVanguard Small-Cap Growth ETF | $1.7M | 0.1% | 4,944 |
| PANWPalo Alto Networks Inc | $1.7M | 0.1% | 4,187 |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $1.6M | 0.1% | 67,483 |
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $1.5M | 0.1% | 63,847 |
| GOOGAlphabet Inc | $1.4M | 0.1% | 4,143 |
| FTNTFortinet Inc | $1.4M | 0.1% | 7,563 |
| MRVLMarvell Technology Inc | $1.3M | 0.1% | 5,091 |
| AMATApplied Materials Inc | $1.3M | 0.1% | 2,598 |
| VWOVanguard FTSE Emerging Markets ETF | $1.3M | 0.1% | 22,173 |
| VCSHVanguard Short-Term Corporate Bond ETF | $1.3M | 0.1% | 16,308 |
| KLACKLA Corp | $1.2M | 0.1% | 6,339 |
| WBDWarner Bros Discovery Inc | $1.2M | 0.1% | 39,558 |
| ISHARES FALLEN ANGELS USD BOND ETF | $1.2M | 0.1% | 45,738 |
| INVESCO BLOOMBERG ENHANCED FALLEN ANGELS ETF | $1.1M | 0.1% | 65,139 |
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $1.1M | 0.1% | 44,077 |
| VOOVanguard S&P 500 ETF | $1.1M | 0.1% | 1,498 |
| COSTCostco Wholesale Corp | $954K | 0.1% | 1,048 |
| HLTHilton Worldwide Holdings Inc | $930.5K | 0.1% | 2,925 |
| TRANE TECHNOLOGIES PLC SHS | $878.6K | 0.0% | 1,944 |
| ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $835.5K | 0.0% | 36,823 |
| INTCIntel Corp | $805.5K | 0.0% | 6,700 |
| XLKState Street Technology Select Sector SPDR ETF | $802K | 0.0% | 4,097 |
| STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $783.2K | 0.0% | 7,668 |
| JNJJohnson & Johnson | $770.2K | 0.0% | 2,909 |
| LPLALPL Financial Holdings Inc | $753.8K | 0.0% | 2,465 |
| NFLXNetflix Inc | $738.7K | 0.0% | 10,617 |
| TJXTJX Companies Inc | $722.9K | 0.0% | 5,464 |
| HWMHowmet Aerospace Inc | $691.2K | 0.0% | 3,056 |
| ORLYO'Reilly Automotive Inc | $688.9K | 0.0% | 8,066 |
| MSCIMSCI Inc | $687.9K | 0.0% | 1,277 |
| SHWSherwin-Williams Co | $683.1K | 0.0% | 2,113 |
| IWFiShares Russell 1000 Growth ETF | $659.7K | 0.0% | 5,267 |
| QQQInvesco QQQ Trust, Series 1 | $656.2K | 0.0% | 887 |
| SNPSSynopsys Inc | $614.6K | 0.0% | 1,413 |
| FLTRVanEck IG Floating Rate ETF | $604.8K | 0.0% | 23,636 |
| STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $600.1K | 0.0% | 24,746 |
| APOApollo Global Management Inc | $587.8K | 0.0% | 5,065 |
| TDGTransDigm Group Inc | $582.4K | 0.0% | 538 |
| NOWServiceNow Inc | $579.2K | 0.0% | 4,322 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $506.1K | 0.0% | 6,463 |
| VGSHVanguard Short-Term Treasury ETF | $456.9K | 0.0% | 7,938 |
| BRK.BBerkshire Hathaway Inc | $450.6K | 0.0% | 905 |
| IJSiShares S&P SmallCap 600 Value ETF | $380.6K | 0.0% | 2,971 |
| HONAHoneywell Aerospace Inc | $372.9K | 0.0% | 2,406 |
| CICigna Group | $333.5K | 0.0% | 1,227 |
| ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $297K | 0.0% | 14,050 |
| XLVState Street Health Care Select Sector SPDR ETF | $282.9K | 0.0% | 1,680 |
| WMTWalmart Inc | $260.8K | 0.0% | 2,510 |
| XLFState Street Financial Select Sector SPDR ETF | $257.4K | 0.0% | 4,821 |
| VLYValley National Bancorp | $241.7K | 0.0% | 19,152 |
| IEIiShares 3-7 Year Treasury Bond ETF | $233.2K | 0.0% | 2,055 |
| VRPINVESCO VARIABLE RATE PREFERRED ETF | $223.5K | 0.0% | 9,428 |
| MUMicron Technology Inc | $207.7K | 0.0% | 195 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $206.7K | 0.0% | 1,899 |
| VYMVanguard High Dividend Yield ETF | $203K | 0.0% | 1,308 |
| FIDELITY HIGH DIVIDEND ETF | $197.6K | 0.0% | 3,254 |
| HEDJWisdomTree Europe Hedged Equity Fund | $188.1K | 0.0% | 3,391 |
| VIKING THERAPEUTICS INC COM | $183.2K | 0.0% | 5,619 |
| VUGVanguard Growth ETF | $158.4K | 0.0% | 1,758 |
| CCitigroup Inc | $152.5K | 0.0% | 1,178 |
| BKNGBooking Holdings Inc | $150.7K | 0.0% | 925 |
| MAMastercard Inc | $144.5K | 0.0% | 262 |
| UBERUber Technologies Inc | $137K | 0.0% | 2,000 |
| GEVGE Vernova Inc | $130.2K | 0.0% | 137 |
| KRESPDR S&P Regional Banking ETF | $129.2K | 0.0% | 1,860 |
| XLIState Street Industrial Select Sector SPDR ETF | $128.1K | 0.0% | 767 |
| PSXPhillips 66 | $127.7K | 0.0% | 500 |
| BMYBristol-Myers Squibb Co | $124.8K | 0.0% | 2,000 |
| AGGiShares Core U.S. Aggregate Bond ETF | $113.1K | 0.0% | 1,197 |
| PMPhilip Morris International Inc | $100.2K | 0.0% | 525 |
| BANK OF NY MELLON CORP COM | $98.3K | 0.0% | 680 |
| KURV GOLD ENHANCED INCOME ETF | $98.3K | 0.0% | 3,817 |
| STWDStarwood Property Trust Inc | $97.8K | 0.0% | 7,242 |
| ISHARES U.S. PHARMACEUTICALS ETF | $90.5K | 0.0% | 900 |
| ABTAbbott Laboratories | $89.1K | 0.0% | 902 |
| RSPInvesco S&P 500 Equal Weight ETF | $84.9K | 0.0% | 408 |
| SRESempra | $84.5K | 0.0% | 1,084 |
| NAVIOS MARITIME PARTNERS LP COM UNIT LPI | $83.6K | 0.0% | 930 |
| SOLSSolstice Advanced Materials Inc | $83K | 0.0% | 1,473 |
| BACBank of America Corp | $82.1K | 0.0% | 1,508 |
| WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $81.3K | 0.0% | 836 |
| XLCThe Communication Services Select Sector SPDR Fund | $80.5K | 0.0% | 725 |
| GLDSPDR Gold Shares | $80.4K | 0.0% | 211 |
| APLEApple Hospitality REIT Inc | $76.8K | 0.0% | 4,755 |
| CSXCSX Corp | $76.7K | 0.0% | 1,650 |
| XYZBlock Inc | $73.5K | 0.0% | 1,000 |
| SLQDISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $72.8K | 0.0% | 1,471 |
| GSKGSK plc | $72.6K | 0.0% | 1,508 |
| LOWLowe's Companies Inc | $71.9K | 0.0% | 390 |
| SNDKSandisk Corp | $69.6K | 0.0% | 40 |
| BNDVanguard Total Bond Market ETF | $65.7K | 0.0% | 937 |
| IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $64.7K | 0.0% | 1,262 |
| NVSNovartis AG | $64.6K | 0.0% | 453 |
| ALLAllstate Corp | $62.8K | 0.0% | 283 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $61.8K | 0.0% | 1,231 |
| ADIAnalog Devices Inc | $61.5K | 0.0% | 155 |
| ASTRAZENECA PLC ORD | $60.4K | 0.0% | 374 |
| XLPState Street Consumer Staples Select Sector SPDR ETF | $57K | 0.0% | 707 |
| WDCWestern Digital Corp | $54.5K | 0.0% | 120 |
| SUSAiShares MSCI USA ESG Select ETF | $54.5K | 0.0% | 350 |
| CMCSAComcast Corp | $53.8K | 0.0% | 2,472 |
| COPConocoPhillips | $50.1K | 0.0% | 400 |
| SCHWCharles Schwab Corp | $48.9K | 0.0% | 500 |
| ZTSZoetis Inc | $46.8K | 0.0% | 670 |
| DISWalt Disney Co | $44.6K | 0.0% | 425 |
| VTIVanguard Total Stock Market ETF | $41.2K | 0.0% | 110 |
| FRANKLIN MUNICIPAL INCOME ETF | $40.7K | 0.0% | 5,541 |
| MSMMSC Industrial Direct Co Inc | $40K | 0.0% | 323 |
| AJGArthur J. Gallagher & Co. | $39.7K | 0.0% | 174 |
| JNKSPDR Bloomberg Barclays High Yield Bond ETF | $37.4K | 0.0% | 403 |
| ORACLE CORP 6.5 DEP CUM SR D | $37.3K | 0.0% | 844 |
| PFFiShares Preferred and Income Securities ETF | $34.7K | 0.0% | 1,177 |
| WFCWells Fargo & Co | $34.1K | 0.0% | 426 |
| CALAMOS DYNAMIC CONV & INCOME COM | $33.9K | 0.0% | 1,500 |
| PFGPrincipal Financial Group Inc | $33.6K | 0.0% | 300 |
| RTXRTX Corp | $33.2K | 0.0% | 179 |
| MMM3M Co | $32.8K | 0.0% | 200 |
| CTASCintas Corp | $31.2K | 0.0% | 160 |
| AMDAdvanced Micro Devices Inc | $30.6K | 0.0% | 50 |
| SUBiShares Short-Term National Muni Bond ETF | $29.9K | 0.0% | 286 |
| XLBMaterials Select Sector SPDR | $29.5K | 0.0% | 606 |
| XLEState Street Energy Select Sector SPDR ETF | $28.8K | 0.0% | 469 |
| CSWCSW Industrials Inc | $28.8K | 0.0% | 100 |
| TFCTruist Financial Corp | $28.7K | 0.0% | 619 |
| ROKRockwell Automation Inc | $28.3K | 0.0% | 65 |
| GABELLI DIVID & INCOME TR COM | $28.3K | 0.0% | 1,000 |
| XLUState Street Utilities Select Sector SPDR ETF | $27.5K | 0.0% | 696 |
| OXYOccidental Petroleum Corp | $27.2K | 0.0% | 492 |
| JEPQJPMorgan Nasdaq Equity Premium Income ETF | $25.7K | 0.0% | 420 |
| VHTVanguard Health Care ETF | $24.7K | 0.0% | 78 |
| VISVanguard Industrials ETF | $24.4K | 0.0% | 76 |
| AMCOR PLC COM NEW | $24.2K | 0.0% | 577 |
| CAIECalamos Autocallable Income ETF | $24K | 0.0% | 900 |
| ADAM NAT RES FD INC COM | $23.9K | 0.0% | 869 |
| BABoeing Co | $23.3K | 0.0% | 125 |
| EATON CORP PLC SHS | $23.2K | 0.0% | 54 |
| AXPAmerican Express Co | $23.1K | 0.0% | 76 |
| PHParker-Hannifin Corp | $22.9K | 0.0% | 24 |
| VIGVanguard Div Appreciation ETF | $22.2K | 0.0% | 95 |
| ADAMAS TRUST INC. COM | $21.7K | 0.0% | 2,783 |
| VBRVanguard Small-Cap Value ETF | $20.5K | 0.0% | 89 |
| DUKDuke Energy Corp | $19.5K | 0.0% | 171 |
| ARCCAres Capital Corp | $19.1K | 0.0% | 999 |
| JDJD.com Inc | $18.6K | 0.0% | 700 |
| BIDUBaidu Inc | $18.2K | 0.0% | 210 |
| MODINE MFG CO COM | $18K | 0.0% | 96 |
| XLREReal Estate Select Sector SPDR Fund | $17.7K | 0.0% | 432 |
| SHMState Street SPDR Nuveen ICE Short Term Municipal Bond ETF | $17.4K | 0.0% | 373 |
| SYYSysco Corp | $15.6K | 0.0% | 200 |
| SOFISoFi Technologies Inc | $15.1K | 0.0% | 963 |
| PBProsperity Bancshares, Inc | $14.3K | 0.0% | 216 |
| MGVVanguard Mega Cap Value ETF | $14K | 0.0% | 87 |
| FASTFastenal Co | $13.7K | 0.0% | 276 |
| ITWIllinois Tool Works Inc | $13.6K | 0.0% | 53 |
| BIVVanguard Intermediate-Term Bond ETF | $13.3K | 0.0% | 182 |
| IWNiShares Russell 2000 Value ETF | $13.2K | 0.0% | 63 |
| IVEiShares S&P 500 Value ETF | $13K | 0.0% | 57 |
| NEENextera Energy Inc | $12.1K | 0.0% | 160 |
| PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF | $11.7K | 0.0% | 237 |
| SCHWAB U.S. MID-CAP ETF | $11.6K | 0.0% | 340 |
| STZConstellation Brands Inc | $11.3K | 0.0% | 100 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $10.9K | 0.0% | 304 |
| YUMYum! Brands Inc | $10.9K | 0.0% | 80 |
| VTEBVanguard Tax-Exempt Bond ETF | $10.9K | 0.0% | 230 |
| VANECK SHORT MUNI ETF | $10.2K | 0.0% | 602 |
| HBANHuntington Bancshares Inc | $10K | 0.0% | 655 |
| ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | $9.9K | 0.0% | 200 |
| MUBiShares National Muni Bond ETF | $9.6K | 0.0% | 95 |
| PBAPembina Pipeline Corp | $9.5K | 0.0% | 212 |
| VMBSVanguard Mortgage Backed Security | $9.1K | 0.0% | 206 |
| BLKBlackRock Inc | $8.5K | 0.0% | 8 |
| BRBroadridge Financial Solutions Inc | $8.4K | 0.0% | 52 |
| DBCINVESCO DB COMMODITY INDEX TRACKING FUND | $8.3K | 0.0% | 258 |
| BKRBaker Hughes Co | $8K | 0.0% | 145 |
| NOMURA FOCUSED LARGE GROWTH ETF | $7.9K | 0.0% | 264 |
| VOVanguard Mid-Cap ETF | $7.5K | 0.0% | 96 |
| BILIBILI INC SPONS ADS REP Z | $7.5K | 0.0% | 500 |
| LUVSouthwest Airlines Co | $6.5K | 0.0% | 156 |
| NIONIO Inc | $6.2K | 0.0% | 1,819 |
| FFIVF5 Inc | $6.2K | 0.0% | 14 |
| TSLATesla Inc | $6K | 0.0% | 17 |
| JBLJabil Inc | $5.7K | 0.0% | 20 |
| RAMACO RES INC COM CL A | $5K | 0.0% | 600 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $4.6K | 0.0% | 10 |
| SOLVSolventum Corp | $4.4K | 0.0% | 50 |
| FFord Motor Co | $4.1K | 0.0% | 341 |
| VNOMViper Energy Inc | $4K | 0.0% | 100 |
| CTVACorteva Inc | $3.3K | 0.0% | 43 |
| MTBM&T Bank Corp | $3K | 0.0% | 14 |
| IYEiShares U.S. Energy ETF | $2.9K | 0.0% | 45 |
| QQnity Electronics Inc | $2.6K | 0.0% | 21 |
| SNXTD Synnex Corp | $2.6K | 0.0% | 10 |
| DDDupont De Nemours Inc | $1.8K | 0.0% | 14 |
| BPBP PLC | $1.4K | 0.0% | 32 |
| DOWDow Inc | $1.2K | 0.0% | 43 |
| HYLIION HOLDINGS CORP COMMON STOCK | $834 | 0.0% | 200 |
| BTCGRAYSCALE BITCOIN MINI TRUST ETF | $813 | 0.0% | 22 |
| USMViShares MSCI USA Min Vol Factor ETF | $487 | 0.0% | 5 |
| FANGDiamondback Energy Inc | $368 | 0.0% | 2 |
| BHFBrighthouse Financial Inc | $349 | 0.0% | 7 |
| ASPIRE-LAKEWOOD HOLDINGS INC COM | $276 | 0.0% | 33 |
| CCChemours Co | $271 | 0.0% | 20 |
| BITOCHARLES SCHWAB BROKERAGE ACCOUNT | $226 | 0.0% | 20 |
| COFCapital One Financial Corp | $193 | 0.0% | 1 |
| CLFCleveland-Cliffs Inc | $187 | 0.0% | 17 |
| INSEEGO CORP COM NEW | $183 | 0.0% | 50 |
| STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | $174 | 0.0% | 1 |
| TGTTarget Corp | $156 | 0.0% | 1 |
| IWMiShares Russell 2000 Index Fund | $139 | 0.0% | 1 |
| PFFDGlobal X U.S. Preferred ETF | $127 | 0.0% | 7 |
| XTANT MED HLDGS INC COM NEW | $106 | 0.0% | 298 |
| TIPiShares TIPS Bond ETF | $93 | 0.0% | 1 |
| MOATVanEck Morningstar Wide Moat ETF | $73 | 0.0% | 1 |
| ONON Semiconductor Corp | $54 | 0.0% | 1 |
| SPYDState Street SPDR Portfolio S&P 500 High Dividend ETF | $53 | 0.0% | 1 |
| ZSZscaler Inc | $52 | 0.0% | 0 |
| VPUVanguard Utilities ETF | $49 | 0.0% | 0 |
| ISHARES U.S. CONSUMER STAPLES ETF | $46 | 0.0% | 1 |
| FXUFirst Trust Utilities AlphaDEX Fund | $26 | 0.0% | 1 |
| BNY MELLON GLOBAL INFRASTRUCTURE INCOME ETF | $16 | 0.0% | 0 |
| WISDOMTREE EUROPE QUALITY DIVIDEND GROWTH FUND | $16 | 0.0% | 0 |
| CRISPR THERAPEUTICS AG NAMEN AKT | $12 | 0.0% | 0 |
| VDCVanguard Consumer Staples ETF | $0 | 0.0% | 0 |
Quarter ending 2026-09-30.
Follow Valley Wealth Managers, Inc. by email
Valley Wealth Managers, Inc.'s new 13F filings and what changed in them, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.