VALLEY WEALTH MANAGERS, INC.
CIK 924166 · Holdings on Dec 31, 2023 · First reported Feb 7, 2024
Top ten holdings
Q4 2023- VONG3.37%
- AAPL3.32%
- AVGO3.01%
- MSFT2.50%
- JBL2.18%
- AMGN1.88%
- VTV1.88%
- VRTX1.88%
- MS1.77%
- COR1.76%
Share classes counted separately23.55%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VONGVANGUARD RUSSELL 1000 GROWTHETF View history and evidence | $43.19M | 3.37% | 553.60K shares | — | ↗▾ | |
| 02 | AAPLAPPLE INCStock View history and evidence | $42.61M | 3.32% | 221.32K shares | — | ↗▾ | |
| 03 | AVGOBROADCOM INCStock View history and evidence | $38.66M | 3.01% | 34.63K shares | — | ↗▾ | |
| 04 | MSFTMICROSOFT CORPStock View history and evidence | $32.01M | 2.50% | 85.12K shares | — | ↗▾ | |
| 05 | JBLJABIL INCStock View history and evidence | $27.98M | 2.18% | 219.64K shares | — | ↗▾ | |
| 06 | AMGNAMGEN INCStock View history and evidence | $24.16M | 1.88% | 83.90K shares | — | ↗▾ | |
| 07 | VTVVANGUARD MRNGSTR VAL ETF-AUIETF View history and evidence | $24.14M | 1.88% | 161.47K shares | — | ↗▾ | |
| 08 | VRTXVERTEX PHARMACEUTICALS INCStock View history and evidence | $24.13M | 1.88% | 59.30K shares | — | ↗▾ | |
| 09 | MSMORGAN STANLEYStock View history and evidence | $22.66M | 1.77% | 243.01K shares | — | ↗▾ | |
| 10 | CORCENCORA INCStock View history and evidence | $22.56M | 1.76% | 109.83K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 40
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| HACK ETFMG PRIME CYBER SECURITY E | Non-derivative | — | — | SEC filing ↗ | |
| 46434VAX8 ISHARES IBONDS DEC 2023 TERM CORPORATE ETF | Non-derivative | — | — | SEC filing ↗ | |
| ENPH ENPHASE ENERGY INC | Non-derivative | — | — | SEC filing ↗ |
3 / 40 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 924166 · Period Dec 31, 2023
Data loaded Oct 15, 2026 · First reported Feb 7, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1282379182
}Research all 344 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.