Valley Wealth Managers, Inc. Top Holdings and 13F Report (2025) About Valley Wealth Managers, Inc.Investment ActivityValley Wealth Managers, Inc. has $1.39 billion in total holdings as of June 30, 2025.Valley Wealth Managers, Inc. owns shares of 306 different stocks, but just 54 companies or ETFs make up 80% of its holdings.Approximately 7.19% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Valley Wealth Managers, Inc. has purchased 370 new stocks and bought additional shares in 75 stocks.Valley Wealth Managers, Inc. sold shares of 141 stocks and completely divested from 88 stocks this quarter.Largest Holdings Vanguard Russell 1000 Growth ETF $41,025,102Broadcom $39,341,692Apple $39,330,005Microsoft $35,806,195Oracle $32,531,308 Largest New Holdings this Quarter 174610105 - Citizens Financial Group $22,749,611 Holding46429B697 - iShares MSCI USA Min Vol Factor ETF $12,758,998 Holding74144T108 - T. Rowe Price Group $4,155,098 Holding253393102 - DICK'S Sporting Goods $4,075,084 Holding46120E602 - Intuitive Surgical $1,453,622 Holding Largest Purchases this Quarter Citizens Financial Group 508,371 shares (about $22.75M)Corning 404,486 shares (about $21.27M)iShares MSCI USA Min Vol Factor ETF 135,922 shares (about $12.76M)MACQUARIE FOCUSED LARGE GROWTH ETF 253,459 shares (about $7.27M)The PNC Financial Services Group 24,199 shares (about $4.51M) Largest Sales this Quarter Elevance Health 45,983 shares (about $17.89M)Invesco S&P 500 Equal Weight ETF 73,662 shares (about $13.39M)Vanguard Russell 1000 Growth ETF 87,310 shares (about $9.53M)Seagate Technology 42,435 shares (about $6.12M)National Fuel Gas 71,200 shares (about $6.03M) Sector Allocation Over TimeMap of 500 Largest Holdings ofValley Wealth Managers, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVONGVanguard Russell 1000 Growth ETF$41,025,102$9,534,246 ▼-18.9%375,6883.0%ETFAVGOBroadcom$39,341,692$2,024,379 ▼-4.9%142,7232.8%Computer and TechnologyAAPLApple$39,330,005$900,490 ▼-2.2%191,6952.8%Computer and TechnologyMSFTMicrosoft$35,806,195$1,744,921 ▼-4.6%71,9852.6%Computer and TechnologyORCLOracle$32,531,308$1,424,376 ▼-4.2%148,7962.3%Computer and TechnologyHASHasbro$29,630,784$839,187 ▼-2.8%401,3922.1%Consumer DiscretionaryMSMorgan Stanley$27,946,096$570,484 ▼-2.0%198,3962.0%FinanceAIQGlobal X Artificial Intelligence & Technology ETF$27,402,805$1,846,864 ▲7.2%627,2102.0%ETFCSCOCisco Systems$27,214,057$679,786 ▼-2.4%392,2462.0%Computer and TechnologyCORCencora$25,899,758$1,262,964 ▼-4.6%86,3761.9%MedicalGOOGLAlphabet$24,091,436$489,741 ▼-2.0%136,7051.7%Computer and TechnologyPGRProgressive$23,765,201$969,235 ▼-3.9%89,0551.7%FinanceSTXSeagate Technology$23,685,254$6,124,638 ▼-20.5%164,1051.7%Computer and TechnologyTPRTapestry$23,477,290$486,994 ▼-2.0%267,3651.7%Retail/WholesaleVZVerizon Communications$23,321,187$455,460 ▼-1.9%538,9691.7%Computer and TechnologyAMGNAmgen$23,164,230$1,163,195 ▼-4.8%82,9631.7%MedicalHUBBHubbell$23,113,001$236,876 ▼-1.0%56,5931.7%IndustrialsMETMetLife$22,918,903$120,389 ▼-0.5%284,9901.6%FinanceCFGCitizens Financial Group$22,749,611$22,749,611 ▲New Holding508,3711.6%FinanceMACQUARIE FOCUSED LARGE GROWTH ETF$22,427,502$7,269,204 ▲48.0%781,9911.6%ETFCACICACI International$22,191,338$586,818 ▼-2.6%46,5521.6%Computer and TechnologyDOXAmdocs$22,106,237$511,947 ▼-2.3%242,2871.6%Computer and TechnologySTWDStarwood Property Trust$21,974,195$860,100 ▲4.1%1,094,8781.6%FinanceVRTXVertex Pharmaceuticals$21,676,343$353,934 ▼-1.6%48,6891.6%MedicalTMUST-Mobile US$21,583,521$738,369 ▼-3.3%90,5881.6%Computer and TechnologySONSonoco Products$21,357,180$327,615 ▼-1.5%490,2931.5%IndustrialsGLWCorning$21,272,046$21,271,941 ▲20,224,300.0%404,4881.5%Computer and TechnologyDRIDarden Restaurants$20,966,358$1,585,735 ▼-7.0%96,1891.5%Retail/WholesaleVTVVanguard Value ETF$20,531,305$470,834 ▼-2.2%116,1671.5%ETFCVXChevron$20,500,080$366,566 ▲1.8%143,1671.5%EnergyCICigna Group$20,220,602$655,871 ▼-3.1%61,1671.5%MedicalNFGNational Fuel Gas$19,872,980$6,031,356 ▼-23.3%234,6001.4%EnergyDELLDell Technologies$19,713,997$66,082 ▲0.3%160,7991.4%Computer and TechnologyPFEPfizer$19,551,066$600,473 ▲3.2%806,5621.4%MedicalHONHoneywell International$19,515,941$266,879 ▼-1.3%83,8031.4%Multi-Sector ConglomeratesSSNCSS&C Technologies$18,810,278$273,654 ▼-1.4%227,1771.4%Computer and TechnologyAIZAssurant$18,764,039$243,899 ▼-1.3%95,0131.3%FinanceKBWBInvesco KBW Bank ETF$18,165,840$2,410,514 ▲15.3%253,6421.3%ManufacturingJPSTJPMorgan Ultra-Short Income ETF$17,136,438$4,179,937 ▲32.3%338,1301.2%ETFACNAccenture$17,064,608$157,815 ▲0.9%57,0931.2%Computer and TechnologyPYPLPayPal$16,923,853$257,147 ▼-1.5%227,7161.2%Business ServicesROSTRoss Stores$16,757,373$132,683 ▼-0.8%131,3481.2%Retail/WholesaleMGYMagnolia Oil & Gas$16,078,078$29,898 ▼-0.2%715,2171.2%EnergyTAPMolson Coors Beverage$15,241,569$482,969 ▲3.3%316,9381.1%Consumer StaplesRSPInvesco S&P 500 Equal Weight ETF$13,453,667$13,387,332 ▼-49.9%74,0271.0%ETFUSMViShares MSCI USA Min Vol Factor ETF$12,758,998$12,758,998 ▲New Holding135,9220.9%ETFCAGConagra Brands$11,326,511$1,785,845 ▼-13.6%553,3220.8%Consumer StaplesIPACiShares Core MSCI Pacific ETF$10,900,710$420,238 ▼-3.7%158,6710.8%ETFTGTTarget$8,986,803$1,171,072 ▼-11.5%91,0980.6%Retail/WholesalePPAInvesco Aerospace & Defense ETF$8,125,054$565,342 ▼-6.5%57,3440.6%ETFHEDJWisdomTree Europe Hedged Equity Fund$6,768,532$528,071 ▼-7.2%140,6590.5%FinanceJPMJPMorgan Chase & Co.$6,292,915$93,353 ▼-1.5%21,7060.5%FinanceGLOBAL X DEFENSE TECH ETF$5,928,359$627,263 ▼-9.6%98,3960.4%ETFQCOMQUALCOMM$5,603,772$213,570 ▲4.0%35,1860.4%Computer and TechnologyIBMInternational Business Machines$5,429,019$93,741 ▼-1.7%18,4170.4%Computer and TechnologyNTAPNetApp$5,105,403$282,781 ▲5.9%47,9160.4%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$5,057,475$2,968 ▼-0.1%59,6330.4%ETFCATCaterpillar$4,856,286$92,397 ▲1.9%12,5090.3%IndustrialsSTTState Street$4,783,298$90,283 ▲1.9%44,9810.3%FinanceABBVAbbVie$4,750,003$64,039 ▲1.4%25,5900.3%MedicalIGViShares Expanded Tech-Software Sector ETF$4,734,780$186,807 ▲4.1%43,2400.3%ETFAMZNAmazon.com$4,702,625$589,062 ▼-11.1%21,4350.3%Retail/WholesaleIVWiShares S&P 500 Growth ETF$4,702,355$78,611 ▼-1.6%42,7100.3%ETFTAT&T$4,672,884$323,578 ▼-6.5%161,4680.3%Computer and TechnologyKMIKinder Morgan$4,600,500$8,761 ▼-0.2%156,4800.3%EnergyNVDANVIDIA$4,594,349$20,223 ▲0.4%29,0800.3%Computer and TechnologyPNCThe PNC Financial Services Group$4,548,578$4,511,108 ▲12,039.3%24,4000.3%FinanceTRVTravelers Companies$4,378,232$31,034 ▼-0.7%16,3650.3%FinanceGILDGilead Sciences$4,302,643$1,996 ▲0.0%38,8080.3%MedicalSBUXStarbucks$4,294,506$152,289 ▲3.7%46,8680.3%Retail/WholesaleAEPAmerican Electric Power$4,271,668$33,203 ▲0.8%41,1690.3%UtilitiesSKYYFirst Trust Cloud Computing ETF$4,228,085$205,450 ▲5.1%34,7590.3%ManufacturingPEGPublic Service Enterprise Group$4,216,126$180,986 ▲4.5%50,0850.3%UtilitiesUSBU.S. Bancorp$4,214,180$150,547 ▲3.7%93,1310.3%FinanceTROWT. Rowe Price Group$4,155,098$4,155,098 ▲New Holding43,0580.3%FinanceKOCocaCola$4,126,084$43,370 ▲1.1%58,3190.3%Consumer StaplesCMCSAComcast$4,121,526$18,202 ▲0.4%115,4810.3%Consumer DiscretionarySDYSPDR S&P Dividend ETF$4,113,797$77,637 ▼-1.9%30,3090.3%ETFGDGeneral Dynamics$4,075,548$128,327 ▲3.3%13,9740.3%AerospaceDKSDICK'S Sporting Goods$4,075,084$4,075,084 ▲New Holding20,6010.3%Retail/WholesaleVOTVanguard Mid-Cap Growth ETF$4,029,862$70,530 ▼-1.7%14,1700.3%ETFVICIVICI Properties$4,018,638$105,754 ▲2.7%123,2710.3%FinancePGProcter & Gamble$4,003,130$98,620 ▲2.5%25,1260.3%Consumer StaplesJNJJohnson & Johnson$4,001,262$155,040 ▲4.0%26,1950.3%MedicalHDHome Depot$3,964,974$129,428 ▲3.4%10,8140.3%Retail/WholesaleXOMExxon Mobil$3,858,496$152,430 ▲4.1%35,7930.3%EnergyFNFFidelity National Financial$3,833,047$3,830,244 ▲136,648.0%68,3740.3%FinanceMRKMerck & Co., Inc.$3,812,120$132,831 ▼-3.4%48,1570.3%MedicalORealty Income$3,732,607$35,603 ▲1.0%64,7910.3%FinanceAMPLIFY CYBERSECURITY ETF$3,679,794$148,297 ▲4.2%42,6050.3%ETFMCDMcDonald's$3,664,863$66,320 ▲1.8%12,5440.3%Retail/WholesalePEPPepsiCo$3,656,968$153,034 ▲4.4%27,6960.3%Consumer StaplesMSMMSC Industrial Direct$3,622,656$256,508 ▲7.6%42,6090.3%IndustrialsLMTLockheed Martin$3,576,077$95,875 ▲2.8%7,7210.3%AerospaceAIRRFirst Trust RBA American Industrial Renaissance ETF$3,523,725$162,312 ▲4.8%43,2890.3%ManufacturingPRUPrudential Financial$3,341,371$175,341 ▲5.5%31,1000.2%FinanceSPYSPDR S&P 500 ETF Trust$3,137,442$682,106 ▼-17.9%5,0780.2%FinanceIVViShares Core S&P 500 ETF$3,062,986$105,556 ▼-3.3%4,9330.2%ETFEOGEOG Resources$3,058,830$203,938 ▲7.1%25,5730.2%EnergyGISGeneral Mills$3,055,401$4,456 ▲0.1%58,9730.2%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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