VW
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VALLEY WEALTH MANAGERS, INC.13F | |
| VALLEY WEALTH MANAGERS, INC. | |
| Last update 2025-05-07 | 376 Stocks (16 new) |
| Value $1.32 Bil | Turnover 11 % |
VALLEY WEALTH MANAGERS, INC. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 196,084 | 43,556.1 | -3.76% | 3.300 | -0.14% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
VONG |
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
| 462,998 | 42,961.6 | +2.93% | 3.260 | +0.09% | 0.180 | +27.30% | +8.47% | 27,907.3 | ||
MSFT | Microsoft Corp | 75,493 | 28,339.4 | -0.33% | 2.150 | -0.01% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
AMGN | Amgen Inc | 87,129 | 27,145.2 | +8.10% | 2.060 | +0.15% | 0.020 | +7.24% | +15.01% | 158,494.3 | Drug Manufacturers | |
PGR | Progressive Corp | 92,687 | 26,231.3 | -5.24% | 1.990 | -0.09% | 0.020 | -7.14% | +4.90% | 144,445.5 | Insurance | |
RSP | Invesco S&P 500 Equal Weight ETF | 147,689 | 25,584.2 | +11.97% | 1.940 | +0.21% | 0.040 | +13.69% | +6.04% | 74,012.7 | ||
HAS | Hasbro Inc | 412,760 | 25,380.6 | New Holding | 1.930 | +1.93% | 0.290 | +49.32% | +42.14% | 10,903.5 | Travel & Leisure | |
COR | Cencora Inc | 90,588 | 25,191.5 | -3.51% | 1.910 | -0.06% | 0.050 | +2.33% | +30.90% | 56,765.1 | Medical Distribution | |
AVGO | Broadcom Inc | 150,067 | 25,125.8 | -34.86% | 1.910 | -1.39% | 0.000 | +66.10% | +22.87% | 1,332,681.5 | Semiconductors | |
TMUS | T-Mobile US Inc | 93,687 | 24,987.3 | -6.16% | 1.900 | -0.10% | 0.010 | -12.97% | +3.66% | 257,984.5 | Telecommunication Services |
VALLEY WEALTH MANAGERS, INC.'s Historical Top Holdings Breakdowns
VALLEY WEALTH MANAGERS, INC.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
JBL | Jabil Inc | 2025-03-31 | Sold Out Sold Out | -2.02% | 130.51 ($153.78) 173.33 | $223.98 | 45.65% | Sold Out | 0 | -187,708 | |
HAS | Hasbro Inc | 2025-03-31 | New Buy New Buy | +1.93% | 56.16 ($60.48) 69.06 | $77.81 | 28.65% | New holding | 412,760 | 412,760 | |
SON | Sonoco Products Co | 2025-03-31 | Add Add | +1.56% | 44.71 ($47.28) 49.22 | $45.87 | -2.98% | Add 699.25% | 497,814 | 435,529 | |
TAP | Molson Coors Beverage Co | 2025-03-31 | New Buy New Buy | +1.42% | 52.44 ($57.59) 62.91 | $50.06 | -13.08% | New holding | 306,895 | 306,895 | |
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -1.39% | 167.43 ($211.65) 244.7 | $283.34 | 33.87% | Reduce -34.86% | 150,067 | -80,293 | |
BJ | BJ's Wholesale Club Holdings Inc | 2025-03-31 | Sold Out Sold Out | -1.36% | 88 ($102.97) 115.5 | $104.71 | 1.69% | Sold Out | 0 | -204,108 | |
STX | Seagate Technology Holdings PLC | 2025-03-31 | New Buy New Buy | +1.33% | 84.92 ($94.51) 108.42 | $149.07 | 57.73% | New holding | 206,540 | 206,540 | |
AMKR | Amkor Technology Inc | 2025-03-31 | Sold Out Sold Out | -0.97% | 18.06 ($22.58) 26.73 | $21.51 | -4.74% | Sold Out | 0 | -504,692 | |
NEM | Newmont Corp | 2025-03-31 | Sold Out Sold Out | -0.93% | 37.79 ($43.9) 48.39 | $58.19 | 32.55% | Sold Out | 0 | -333,414 | |
TPR | Tapestry Inc | 2025-03-31 | Reduce Reduce | -0.65% | 65.63 ($75.68) 89.21 | $103.42 | 36.65% | Reduce -32.6% | 272,911 | -132,028 |
VALLEY WEALTH MANAGERS, INC. Total Holding History ($B)
VALLEY WEALTH MANAGERS, INC.'s Asset Allocation
VALLEY WEALTH MANAGERS, INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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VALLEY WEALTH MANAGERS, INC.'s Hypothetical Growth since 2025-03-31
VALLEY WEALTH MANAGERS, INC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
VALLEY WEALTH MANAGERS, INC.'s Holdings Heat Map
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VALLEY WEALTH MANAGERS, INC.'s Holdings Bubble Chart
VALLEY WEALTH MANAGERS, INC. News
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