VALLEY WEALTH MANAGERS, INC.
Q1 2025 13F Holdings
- Locationparamus, NJ
- Num holdings
380
- Value ($000)
$1,318,387
- Date Filed05/07/2025
- Form type13F-HR
- CIK0000924166
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC COM | STOCK | 037833100 | $43.56M | 3 % | 196,084 | ||
VONG VANGUARD RUSSELL 1000 GROWTH ETF | ETF | 92206C680 | $42.96M | 3 % | 462,998 | ||
MSFT MICROSOFT CORP COM | STOCK | 594918104 | $28.34M | 2 % | 75,493 | ||
AMGN AMGEN INC COM | STOCK | 031162100 | $27.15M | 2 % | 87,129 | ||
PGR PROGRESSIVE CORP COM | STOCK | 743315103 | $26.23M | 2 % | 92,687 | ||
RSP INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | 46137V357 | $25.58M | 2 % | 147,689 | ||
HAS HASBRO INC COM | STOCK | 418056107 | $25.38M | 2 % | 412,760 | ||
ABG CENCORA INC COM | STOCK | 03073E105 | $25.19M | 2 % | 90,588 | ||
AVGO BROADCOM INC COM | STOCK | 11135F101 | $25.13M | 2 % | 150,067 | ||
TMUS T-MOBILE US INC COM | STOCK | 872590104 | $24.99M | 2 % | 93,687 |
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