VALLEY WEALTH MANAGERS, INC.
CIK 924166 · Holdings on Sep 30, 2024 · First reported Nov 6, 2024
Top ten holdings
Q3 2024- VONG3.70%
- AAPL3.54%
- AVGO3.23%
- MSFT2.40%
- ORCL2.10%
- PGR1.89%
- HUBB1.85%
- AMGN1.85%
- MET1.84%
- VZ1.77%
Share classes counted separately24.17%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AMKRWeight increased · +0.58 pp1.08% → 1.66%Shares +391.00K (+115.10%)
- STWDWeight increased · +0.36 pp1.19% → 1.55%Shares +238.99K (+30.35%)
- PYPLWeight increased · +0.30 pp1.19% → 1.49%Shares +845 (+0.33%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 | $49.87M | 3.70% | 516.71K shares | 3.95% → 3.70%-0.25 pp -12.23K (-2.31%) | Reduced | ↗▾ |
| 02 | AAPLAPPLE INCStock View history and evidence | $47.81M | 3.54% | 205.18K shares | 3.40% → 3.54%+0.14 pp +2.58K (+1.27%) | Added | ↗▾ |
| 03 | AVGOBROADCOM INCStock View history and evidence | $43.57M | 3.23% | 252.60K shares | 3.32% → 3.23%-0.09 pp +226.67K (+874.41%) | Added | ↗▾ |
| 04 | MSFTMICROSOFT CORPStock View history and evidence | $32.34M | 2.40% | 75.16K shares | 2.66% → 2.40%-0.26 pp +467 (+0.63%) | Added | ↗▾ |
| 05 | ORCLORACLE CORPStock View history and evidence | $28.36M | 2.10% | 166.41K shares | 2.07% → 2.10%+0.03 pp -17.34K (-9.44%) | Reduced | ↗▾ |
| 06 | PGRPROGRESSIVE CORPStock View history and evidence | $25.57M | 1.89% | 100.75K shares | 1.87% → 1.89%+0.02 pp -12.55K (-11.07%) | Reduced | ↗▾ |
| 07 | HUBBHUBBELL INCStock View history and evidence | $24.91M | 1.85% | 58.16K shares | 1.71% → 1.85%+0.14 pp -455 (-0.78%) | Reduced | ↗▾ |
| 08 | AMGNAMGEN INCStock View history and evidence | $24.91M | 1.85% | 77.30K shares | 1.93% → 1.85%-0.08 pp -230 (-0.30%) | Reduced | ↗▾ |
| 09 | METMETLIFE INCStock View history and evidence | $24.82M | 1.84% | 300.93K shares | 1.70% → 1.84%+0.14 pp -3.06K (-1.01%) | Reduced | ↗▾ |
| 10 | VZVERIZON COMMUNICATIONS INCStock View history and evidence | $23.95M | 1.77% | 533.38K shares | 1.74% → 1.77%+0.03 pp +3.75K (+0.71%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 57
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| FXL FIRST TRUST TECHNOLOGY ALPHA | Non-derivative | -21,897 | -$2.98M | SEC filing ↗ | SEC filing ↗ |
| GGG GRACO INC | Non-derivative | -3,830 | -$303.64K | SEC filing ↗ | SEC filing ↗ |
| LSTR LANDSTAR SYSTEM INC | Non-derivative | -1,645 | -$303.47K | SEC filing ↗ | SEC filing ↗ |
3 / 57 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 2024-09-30
Data loaded 2026-09-23 · First reported 2024-11-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1349640817
}Research all 405 reported holdings.
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