VALLEY WEALTH MANAGERS, INC.
Q2 2025 13F Holdings
- Locationparamus, NJ
- Num holdings
306
- Value ($000)
$1,390,555
- Date Filed08/06/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VONG VANGUARD RUSSELL 1000 GROWTH ETF | ETF | 92206C680 | $41.03 M | 3 % | 375,688 | ||
AVGO BROADCOM INC COM | STOCK | 11135F101 | $39.34 M | 3 % | 142,723 | ||
AAPL APPLE INC COM | STOCK | 037833100 | $39.33 M | 3 % | 191,695 | ||
MSFT MICROSOFT CORP COM | STOCK | 594918104 | $35.81 M | 3 % | 71,985 | ||
ORCL ORACLE CORP COM | STOCK | 68389X105 | $32.53 M | 2 % | 148,796 | ||
HAS HASBRO INC COM | STOCK | 418056107 | $29.63 M | 2 % | 401,392 | ||
MORGAN STANLEY COM NEW | STOCK | 617446448 | $27.95 M | 2 % | 198,396 | ||
AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | ETF | 37954Y632 | $27.40 M | 2 % | 627,210 | ||
CSCO CISCO SYS INC COM | STOCK | 17275R102 | $27.21 M | 2 % | 392,246 | ||
ABG CENCORA INC COM | STOCK | 03073E105 | $25.90 M | 2 % | 86,376 |
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