VALLEY WEALTH MANAGERS, INC.
Q4 2024 13F Holdings
- Locationparamus, NJ
- Num holdings
405
- Value ($000)
$1,337,996
- Date Filed01/31/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AVGO BROADCOM INC COM | STOCK | 11135F101 | $53.41M | 4 % | 230,360 | ||
AAPL APPLE INC COM | STOCK | 037833100 | $51.02M | 4 % | 203,754 | ||
VONG VANGUARD RUSSELL 1000 GROWTH ETF | ETF | 92206C680 | $46.46M | 4 % | 449,798 | ||
MSFT MICROSOFT CORP COM | STOCK | 594918104 | $31.93M | 2 % | 75,746 | ||
JBL JABIL INC COM | STOCK | 466313103 | $27.01M | 2 % | 187,708 | ||
ORCL ORACLE CORP COM | STOCK | 68389X105 | $26.81M | 2 % | 160,869 | ||
GOOGL ALPHABET INC CAP STK CL A | STOCK | 02079K305 | $26.79M | 2 % | 141,537 | ||
TPR TAPESTRY INC COM | STOCK | 876030107 | $26.45M | 2 % | 404,939 | ||
MORGAN STANLEY COM NEW | STOCK | 617446448 | $26.27M | 2 % | 208,973 | ||
CSCO CISCO SYS INC COM | STOCK | 17275R102 | $24.72M | 2 % | 417,549 |
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