Valley Wealth Managers, Inc. Top Holdings and 13F Report (2025)

About Valley Wealth Managers, Inc.

Investment Activity

Valley Wealth Managers, Inc. has $1.32 billion in total holdings as of March 31, 2025.
Valley Wealth Managers, Inc. owns shares of 380 different stocks, but just 54 companies or ETFs make up 80% of its holdings.
Approximately 11.12% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Valley Wealth Managers, Inc. has purchased 401 new stocks and bought additional shares in 85 stocks.
Valley Wealth Managers, Inc. sold shares of 110 stocks and completely divested from 43 stocks this quarter.

Largest Holdings

Apple: $43,556,071
Vanguard Russell 1000 Growth ETF: $42,961,615
Microsoft: $28,339,413
Amgen: $27,145,188
Progressive: $26,231,324

Largest New Holdings this Quarter

418056107 - Hasbro: $25,380,635 Holding
60871R209 - Molson Coors Beverage: $18,680,724 Holding
G7997R103 - Seagate Technology: $17,545,574 Holding
37960A529 - GLOBAL X DEFENSE TECH ETF: $5,064,966 Holding
00039J855 - AB CORE PLUS BOND ETF: $1,488,175 Holding

Largest Purchases this Quarter

Hasbro: 412,760 shares (about $25.38M)
Sonoco Products: 435,529 shares (about $20.57M)
Molson Coors Beverage: 306,895 shares (about $18.68M)
Seagate Technology: 206,540 shares (about $17.55M)
Pfizer: 242,296 shares (about $6.14M)

Largest Sales this Quarter

Vanguard High Dividend Yield ETF: 253 shares (about $∞T)
WisdomTree Europe Quality Dividend Growth Fund: 1 shares (about $∞T)
Micron Technology: 100 shares (about $∞T)
Broadcom: 80,293 shares (about $13.44M)
Tapestry: 132,028 shares (about $9.30M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$43,556,071	$1,703,734 ▼	-3.8%	196,084	3.3%	Computer and Technology
VONG Vanguard Russell 1000 Growth ETF	$42,961,615	$1,224,829 ▲	2.9%	462,998	3.3%	ETF
MSFT Microsoft	$28,339,413	$94,974 ▼	-0.3%	75,493	2.1%	Computer and Technology
AMGN Amgen	$27,145,188	$2,032,875 ▲	8.1%	87,129	2.1%	Medical
PGR Progressive	$26,231,324	$1,450,991 ▼	-5.2%	92,687	2.0%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$25,584,166	$2,734,436 ▲	12.0%	147,689	1.9%	ETF
HAS Hasbro	$25,380,635	$25,380,635 ▲	New Holding	412,760	1.9%	Consumer Discretionary
COR Cencora	$25,191,537	$915,469 ▼	-3.5%	90,588	1.9%	Medical
AVGO Broadcom	$25,125,777	$13,443,489 ▼	-34.9%	150,067	1.9%	Computer and Technology
TMUS T-Mobile US	$24,987,286	$1,639,468 ▼	-6.2%	93,687	1.9%	Computer and Technology
VZ Verizon Communications	$24,925,103	$1,108,009 ▲	4.7%	549,495	1.9%	Computer and Technology
CSCO Cisco Systems	$24,810,164	$956,815 ▼	-3.7%	402,044	1.9%	Computer and Technology
NFG National Fuel Gas	$24,216,324	$1,392,874 ▼	-5.4%	305,800	1.8%	Energy
VRTX Vertex Pharmaceuticals	$23,990,833	$504,213 ▼	-2.1%	49,484	1.8%	Medical
MS Morgan Stanley	$23,619,390	$761,506 ▼	-3.1%	202,446	1.8%	Finance
CVX Chevron	$23,522,142	$764,181 ▲	3.4%	140,607	1.8%	Energy
SON Sonoco Products	$23,516,752	$20,574,406 ▲	699.3%	497,814	1.8%	Industrials
MET MetLife	$23,002,047	$485,594 ▼	-2.1%	286,487	1.7%	Finance
DOX Amdocs	$22,682,645	$16,470 ▼	-0.1%	247,898	1.7%	Computer and Technology
ORCL Oracle	$21,713,994	$777,063 ▼	-3.5%	155,311	1.6%	Computer and Technology
GOOGL Alphabet	$21,569,882	$317,477 ▼	-1.5%	139,484	1.6%	Computer and Technology
DRI Darden Restaurants	$21,495,763	$1,074,539 ▼	-4.8%	103,464	1.6%	Retail/Wholesale
AIQ Global X Future Analytics Tech ETF	$21,280,045	$357,106 ▲	1.7%	584,938	1.6%	ETF
STWD Starwood Property Trust	$20,798,498	$1,292,365 ▲	6.6%	1,052,023	1.6%	Finance
CI The Cigna Group	$20,776,694	$2,045,723 ▲	10.9%	63,151	1.6%	Medical
VTV Vanguard Value ETF	$20,526,817	$966,651 ▲	4.9%	118,831	1.6%	ETF
AIZ Assurant	$20,187,935	$391,811 ▼	-1.9%	96,248	1.5%	Finance
ELV Elevance Health	$20,076,671	$2,526,656 ▲	14.4%	46,158	1.5%	Medical
PFE Pfizer	$19,810,561	$6,139,781 ▲	44.9%	781,790	1.5%	Medical
SSNC SS&C Technologies	$19,252,184	$825,611 ▼	-4.1%	230,482	1.5%	Computer and Technology
TPR Tapestry	$19,215,639	$9,296,080 ▼	-32.6%	272,911	1.5%	Retail/Wholesale
HUBB Hubbell	$18,918,998	$324,290 ▲	1.7%	57,173	1.4%	Industrials
TAP Molson Coors Beverage	$18,680,724	$18,680,724 ▲	New Holding	306,895	1.4%	Consumer Staples
MGY Magnolia Oil & Gas	$18,099,978	$872,051 ▲	5.1%	716,547	1.4%	Energy
HON Honeywell International	$17,987,859	$40,444 ▼	-0.2%	84,949	1.4%	Multi-Sector Conglomerates
ACN Accenture	$17,650,554	$315,161 ▼	-1.8%	56,565	1.3%	Computer and Technology
STX Seagate Technology	$17,545,574	$17,545,574 ▲	New Holding	206,540	1.3%	Computer and Technology
CACI CACI International	$17,532,538	$1,009,764 ▲	6.1%	47,783	1.3%	Computer and Technology
CAG Conagra Brands	$17,083,849	$2,026,334 ▲	13.5%	640,564	1.3%	Consumer Staples
ROST Ross Stores	$16,917,856	$110,794 ▼	-0.7%	132,388	1.3%	Retail/Wholesale
PYPL PayPal	$15,084,234	$1,107,619 ▼	-6.8%	231,176	1.1%	Computer and Technology
DELL Dell Technologies	$14,607,659	$1,333,794 ▲	10.0%	160,260	1.1%	Computer and Technology
MACQUARIE FOCUSED LARGE GROWTH ETF	$13,810,541	$1,102,529 ▲	8.7%	528,532	1.0%	ETF
KBWB Invesco KBW Bank ETF	$13,808,459	$516,409 ▲	3.9%	219,985	1.0%	Manufacturing
RNG RingCentral	$12,951,139	$1,753,429 ▼	-11.9%	523,067	1.0%	Computer and Technology
JPST JPMorgan Ultra-Short Income ETF	$12,943,718	$3,099,165 ▼	-19.3%	255,653	1.0%	ETF
TGT Target	$10,745,829	$1,249,709 ▲	13.2%	102,969	0.8%	Retail/Wholesale
IPAC iShares Core MSCI Pacific ETF	$10,256,378	$823,122 ▲	8.7%	164,788	0.8%	ETF
HEDJ WisdomTree Europe Hedged Equity Fund	$7,199,539	$637,229 ▼	-8.1%	151,633	0.5%	Finance
PPA Invesco Aerospace & Defense ETF	$7,148,425	$3,675,727 ▼	-34.0%	61,334	0.5%	ETF
XLE Energy Select Sector SPDR Fund	$5,575,975	$5,356,367 ▲	2,439.1%	59,668	0.4%	ETF
JPM JPMorgan Chase & Co.	$5,403,515	$214,394 ▼	-3.8%	22,028	0.4%	Finance
ABBV AbbVie	$5,289,421	$2,724 ▼	-0.1%	25,245	0.4%	Medical
QCOM QUALCOMM	$5,198,978	$554,076 ▲	11.9%	33,845	0.4%	Computer and Technology
GLOBAL X DEFENSE TECH ETF	$5,064,966	$5,064,966 ▲	New Holding	108,807	0.4%	ETF
XLV Health Care Select Sector SPDR Fund	$4,915,135	$4,338,395 ▲	752.2%	33,663	0.4%	ETF
T AT&T	$4,882,510	$235,233 ▼	-4.6%	172,649	0.4%	Computer and Technology
IBM International Business Machines	$4,658,692	$649,258 ▼	-12.2%	18,735	0.4%	Computer and Technology
AMZN Amazon.com	$4,589,071	$178,083 ▲	4.0%	24,120	0.3%	Retail/Wholesale
MRK Merck & Co., Inc.	$4,473,202	$951,548 ▲	27.0%	49,835	0.3%	Medical
KMI Kinder Morgan	$4,472,865	$259,166 ▼	-5.5%	156,778	0.3%	Energy
AEP American Electric Power	$4,463,541	$16,500 ▼	-0.4%	40,849	0.3%	Utilities
SBUX Starbucks	$4,434,246	$36,489 ▼	-0.8%	45,206	0.3%	Retail/Wholesale
TRV Travelers Companies	$4,358,505	$109,220 ▼	-2.4%	16,481	0.3%	Finance
GILD Gilead Sciences	$4,346,420	$189,589 ▼	-4.2%	38,790	0.3%	Medical
CMCSA Comcast	$4,242,447	$990,511 ▲	30.5%	114,971	0.3%	Consumer Discretionary
SDY SPDR S&P Dividend ETF	$4,189,896	$64,854 ▼	-1.5%	30,881	0.3%	ETF
PG Procter & Gamble	$4,176,480	$1,704 ▲	0.0%	24,507	0.3%	Consumer Staples
JNJ Johnson & Johnson	$4,175,893	$250,421 ▲	6.4%	25,180	0.3%	Medical
KO Coca-Cola	$4,132,916	$43,044 ▲	1.1%	57,706	0.3%	Consumer Staples
XOM Exxon Mobil	$4,088,705	$754,256 ▼	-15.6%	34,379	0.3%	Energy
CAT Caterpillar	$4,047,081	$16,161 ▼	-0.4%	12,271	0.3%	Industrials
IVW iShares S&P 500 Growth ETF	$4,031,049	$206,454 ▼	-4.9%	43,424	0.3%	ETF
PEP PepsiCo	$3,978,944	$1,103,405 ▲	38.4%	26,537	0.3%	Consumer Staples
NTAP NetApp	$3,975,811	$585,892 ▲	17.3%	45,262	0.3%	Computer and Technology
STT State Street	$3,951,148	$41,363 ▼	-1.0%	44,132	0.3%	Finance
PEG Public Service Enterprise Group	$3,945,021	$13,003 ▲	0.3%	47,935	0.3%	Utilities
VICI VICI Properties	$3,915,272	$200,841 ▲	5.4%	120,027	0.3%	Finance
MCD McDonald's	$3,847,335	$57,162 ▲	1.5%	12,317	0.3%	Retail/Wholesale
HD Home Depot	$3,833,981	$71,101 ▼	-1.8%	10,461	0.3%	Retail/Wholesale
POR Portland General Electric	$3,802,418	$52,093 ▲	1.4%	85,256	0.3%	Utilities
USB U.S. Bancorp	$3,791,524	$11,779 ▼	-0.3%	89,804	0.3%	Finance
BMY Bristol-Myers Squibb	$3,784,574	$53,611 ▼	-1.4%	62,052	0.3%	Medical
UPS United Parcel Service	$3,754,596	$1,791,176 ▲	91.2%	34,136	0.3%	Transportation
O Realty Income	$3,722,682	$141,893 ▲	4.0%	64,173	0.3%	Finance
IGV iShares Expanded Tech-Software Sector ETF	$3,696,111	$628,269 ▼	-14.5%	41,534	0.3%	ETF
GD General Dynamics	$3,689,222	$62,150 ▲	1.7%	13,534	0.3%	Aerospace
VOT Vanguard Mid-Cap Growth ETF	$3,527,268	$35,718 ▼	-1.0%	14,418	0.3%	ETF
GIS General Mills	$3,520,837	$325,854 ▲	10.2%	58,887	0.3%	Consumer Staples
SPY SPDR S&P 500 ETF Trust	$3,458,149	$140,407 ▼	-3.9%	6,182	0.3%	Finance
SKYY First Trust Cloud Computing ETF	$3,380,746	$563,798 ▼	-14.3%	33,070	0.3%	Manufacturing
LMT Lockheed Martin	$3,356,746	$149,655 ▲	4.7%	7,514	0.3%	Aerospace
PRU Prudential Financial	$3,290,948	$83,871 ▲	2.6%	29,468	0.2%	Finance
TXN Texas Instruments	$3,210,695	$63,434 ▲	2.0%	17,867	0.2%	Computer and Technology
MCHP Microchip Technology	$3,201,170	$3,172,124 ▲	10,921.0%	66,126	0.2%	Computer and Technology
NVDA NVIDIA	$3,137,818	$268,241 ▲	9.3%	28,952	0.2%	Computer and Technology
MSM MSC Industrial Direct	$3,075,128	$91,806 ▲	3.1%	39,592	0.2%	Industrials
EOG EOG Resources	$3,060,794	$190,306 ▲	6.6%	23,868	0.2%	Energy
LYB LyondellBasell Industries	$3,043,110	$432,819 ▲	16.6%	43,226	0.2%	Basic Materials
AMPLIFY CYBERSECURITY ETF	$2,935,758	$289,498 ▲	10.9%	40,888	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Valley Wealth Managers, Inc. Top Holdings and 13F Report (2025)

About Valley Wealth Managers, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Valley Wealth Managers, Inc. Top Holdings and 13F Report (2025)

About Valley Wealth Managers, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofValley Wealth Managers, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools