Valley Wealth Managers, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 6, 2024), Valley Wealth Managers, Inc. reported 401 stock positions worth $1.3 billion. Its top holding was Vanguard Russell 1000 Growth (VONG) at 3.7% of the portfolio, followed by Apple (AAPL, 3.5%) and Broadcom (AVGO, 3.2%). Compared with Q2 2024, it opened 70 new positions, sold out of 44, added to 109 and reduced 118. The biggest buy was a new position in Invesco S&P 500 Equal Weight (RSP) and the biggest sale Vaneck Morningstar Wide Moat (MOAT, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- PARAMUS, NJ
- CIK
- 0000924166
- Portfolio Value
- $1.3B (Q3 2024)
- SEC Filing
- 0000924166-24-000008 ↗ filed Nov 6, 2024
Holdings Value
Holdings 401 stocks · $1.3B
| VONG Vanguard Russell 1000 Growth | 3.70% | 516,707 | $49.9M | Reduce -2.3% |
| AAPL Apple Inc. | 3.54% | 205,177 | $47.8M | Add +1.3% |
| AVGO Broadcom Inc. | 3.23% | 252,597 | $43.6M | Reduce -2.6% |
| MSFT Microsoft Corp. | 2.40% | 75,162 | $32.3M | Add +0.6% |
| ORCL Oracle Corp. | 2.10% | 166,407 | $28.4M | Reduce -9.4% |
| PGR Progressive Corp. | 1.89% | 100,755 | $25.6M | Reduce -11.1% |
| HUBB Hubbell Inc. | 1.85% | 58,156 | $24.9M | Reduce -0.8% |
| AMGN Amgen Inc. | 1.85% | 77,298 | $24.9M | Reduce -0.3% |
| MET Metlife Inc. | 1.84% | 300,929 | $24.8M | Reduce -1.0% |
| VZ Verizon Communications Inc. | 1.77% | 533,375 | $24.0M | Add +0.7% |
| VRTX Vertex Pharmaceuticals Inc. | 1.74% | 50,474 | $23.5M | Reduce -1.9% |
| GOOGL Alphabet Inc. Class A | 1.74% | 141,204 | $23.4M | Add +1.8% |
| JBL Jabil Inc. | 1.73% | 195,201 | $23.4M | Reduce -0.4% |
| MS Morgan Stanley | 1.72% | 222,518 | $23.2M | Reduce -0.6% |
| CSCO Cisco Systems Inc. | 1.68% | 425,624 | $22.7M | Add +1.6% |
| CACI Caci International Inc. Class A | 1.68% | 44,821 | $22.6M | Reduce -1.5% |
| AMKR Amkor Technology Inc. | 1.66% | 730,701 | $22.4M | Add +115.1% |
| TMUS T-Mobile US Inc. | 1.60% | 104,342 | $21.5M | Reduce -2.3% |
| COR Cencora Inc. | 1.58% | 94,699 | $21.3M | Reduce -1.4% |
| STWD Starwood Property Trust Inc. | 1.55% | 1,026,455 | $20.9M | Add +30.4% |
| CVX Chevron Corp. | 1.54% | 140,987 | $20.8M | Add +7.3% |
| AIQ Global X Art Intel & Tech | 1.52% | 552,990 | $20.6M | Add +0.7% |
| ACN Accenture PLC Class A | 1.51% | 57,800 | $20.4M | Add +1.0% |
| PYPL PayPal Holdings Inc. | 1.49% | 257,499 | $20.1M | Add +0.3% |
| ROST Ross Stores Inc. | 1.49% | 133,345 | $20.1M | Reduce -0.2% |
| DOX Amdocs Ltd. | 1.49% | 229,375 | $20.1M | Reduce -14.7% |
| TPR Tapestry Inc. | 1.48% | 425,105 | $20.0M | Add +2.1% |
| AIZ Assurant Inc. | 1.47% | 100,061 | $19.9M | Reduce -0.2% |
| NFG National Fuel Gas Co. | 1.46% | 325,966 | $19.8M | Add +8.2% |
| PFE Pfizer Inc. | 1.46% | 678,742 | $19.6M | Add +4.5% |
| ELV Elevance Health Inc. | 1.45% | 37,503 | $19.5M | Add +0.1% |
| CI The Cigna Group | 1.42% | 55,385 | $19.2M | Add +0.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.39% | 107,678 | $18.8M | Reduce -6.2% |
| SSNC Ss&c Technologies Holdings | 1.35% | 246,360 | $18.3M | Reduce -2.8% |
| DRI Darden Restaurants Inc. | 1.31% | 107,971 | $17.7M | Add +4.0% |
| TGT Target Corp. | 1.31% | 113,532 | $17.7M | Add +1.3% |
| HON Honeywell International Inc. | 1.29% | 84,427 | $17.5M | Add +2.7% |
| DELL Dell Technologies -C | 1.28% | 146,190 | $17.3M | Add +5.2% |
| CAG Conagra Brands Inc. | 1.27% | 528,035 | $17.2M | Add +2.6% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 1.27% | 207,014 | $17.1M | Add +0.7% |
| RSP Invesco S&P 500 Equal Weight | 1.22% | 92,013 | $16.5M | New |
| MGY Magnolia Oil & Gas Corp. Class A | 1.22% | 673,064 | $16.4M | Add +1.9% |
| NEM Newmont Corp. | 1.21% | 305,326 | $16.3M | Reduce -0.7% |
| JPST JPMorgan Ultra-Short Income | 1.06% | 282,000 | $14.3M | Add +18.3% |
| LRGG Nomura Focused Large Growth | 0.94% | 468,532 | $12.7M | Add +17.4% |
| KBWB Invesco KBW Bank ETF | 0.88% | 203,122 | $11.9M | Add +55.9% |
| PPA Invesco Aerospace & Defense | 0.70% | 82,679 | $9.5M | Add +9.6% |
| IPAC iShares Core MSCI Pacific Et | 0.66% | 134,249 | $8.9M | Add +8.2% |
| HEDJ Wisdomtree Europe Hedged Equ | 0.61% | 183,480 | $8.2M | Add +33.4% |
| CAT Caterpillar Inc. | 0.40% | 13,950 | $5.5M | Reduce -1.0% |
| JPM JPMorgan Chase & Co. | 0.40% | 25,863 | $5.5M | Reduce -7.0% |
| ABBV Abbvie Inc. | 0.40% | 27,189 | $5.4M | Reduce -4.8% |
| NTAP Netapp Inc. | 0.39% | 42,380 | $5.2M | Reduce -3.9% |
| QCOM Qualcomm Inc. | 0.39% | 30,674 | $5.2M | Add +9.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.38% | 22,946 | $5.1M | Reduce -2.7% |
| SBUX Starbucks Corp. | 0.37% | 51,667 | $5.0M | Add +2.4% |
| HD Home Depot Inc. | 0.36% | 11,940 | $4.8M | Reduce -4.0% |
| PEG Public Service Enterprise GP | 0.36% | 53,828 | $4.8M | Reduce -2.1% |
| IVW iShares S&P 500 Growth ETF | 0.35% | 49,263 | $4.7M | Reduce -1.9% |
| MRK Merck & Co. Inc. | 0.35% | 41,489 | $4.7M | Add +0.2% |
| AEP American Electric Power | 0.35% | 45,845 | $4.7M | Reduce -2.6% |
| LMT Lockheed Martin Corp. | 0.35% | 7,989 | $4.7M | Reduce -2.3% |
| SDY SS SPDR S&P Dividend ETF | 0.35% | 32,863 | $4.7M | Reduce -1.1% |
| USB US Bancorp | 0.34% | 101,720 | $4.7M | Reduce -3.5% |
| PG The Procter & Gamble Co. | 0.34% | 26,771 | $4.6M | Reduce -1.8% |
| T AT&T Inc. | 0.34% | 206,219 | $4.5M | Reduce -2.6% |
| TRV The Travelers Cos Inc. | 0.33% | 19,287 | $4.5M | Reduce -2.1% |
| POR Portland General Electric Co. | 0.33% | 93,727 | $4.5M | Reduce -2.8% |
| STT State Street Corp. | 0.33% | 50,694 | $4.5M | Reduce -2.1% |
| KO The Coca-Cola Co. | 0.33% | 61,997 | $4.5M | Reduce -2.1% |
| XOP SS SPDR S&P Og Exp & Prod | 0.33% | 33,620 | $4.4M | Reduce -2.5% |
| GD General Dynamics Corp. | 0.33% | 14,615 | $4.4M | Reduce -2.8% |
| O Realty Income Corp. | 0.32% | 68,932 | $4.4M | Reduce -1.6% |
| KMI Kinder Morgan Inc. | 0.32% | 194,335 | $4.3M | Reduce -3.4% |
| GIS General Mills Inc. | 0.31% | 57,490 | $4.2M | Add +0.7% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.31% | 124,434 | $4.1M | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 0.30% | 35,022 | $4.1M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 0.30% | 21,953 | $4.1M | Add +34.4% |
| CVS CVS Health Corp. | 0.30% | 65,027 | $4.1M | Add +33.3% |
| MCD McDonald's Corp. | 0.30% | 13,319 | $4.1M | Reduce -1.5% |
| SKYY First Trust Cloud Computing | 0.30% | 39,650 | $4.1M | Add +1.7% |
| TXN Texas Instruments Inc. | 0.30% | 19,622 | $4.1M | Reduce -3.0% |
| SON Sonoco Products Co. | 0.30% | 73,126 | $4.0M | Add +11.7% |
| GILD Gilead Sciences Inc. | 0.28% | 45,796 | $3.8M | Reduce -1.6% |
| EOG EOG Resources Inc. | 0.28% | 31,182 | $3.8M | Reduce -0.2% |
| HPQ HP Inc. | 0.28% | 106,331 | $3.8M | Reduce -2.9% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.28% | 15,402 | $3.7M | Reduce -0.2% |
| UPS United Parcel Service Class B | 0.28% | 27,319 | $3.7M | Add +5.1% |
| PRU Prudential Financial Inc. | 0.28% | 30,718 | $3.7M | Reduce -3.5% |
| JNJ Johnson & Johnson | 0.28% | 22,907 | $3.7M | Reduce -0.3% |
| CMCSA Comcast Corp. Class A | 0.27% | 88,662 | $3.7M | Add +1.4% |
| BMY Bristol-Myers Squibb Co. | 0.27% | 70,755 | $3.7M | Add +0.8% |
| IGV iShares Expanded Tech-Softwa | 0.27% | 40,783 | $3.6M | Add +1.1% |
| PEP Pepsico Inc. | 0.27% | 21,294 | $3.6M | Reduce -0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 6,205 | $3.6M | Add +6.7% |
| MSM MSC Industrial Direct Co. Class A | 0.26% | 40,777 | $3.5M | Add +2.1% |
| IVV iShares Core S&P 500 ETF | 0.26% | 6,058 | $3.5M | Reduce -2.0% |
| AIRR First Trust Rba American Ind | 0.23% | 41,924 | $3.1M | Add +159.0% |
| NVDA Nvidia Corp. | 0.23% | 25,477 | $3.1M | Add +34.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.23% | 18,122 | $3.0M | Reduce -3.0% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $832 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 28 | $832 | Add +64.7% |
Lines left out (3) · $99 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| ZS Zscaler Inc. | COM | 0 | $45 |
| LH Labcorp Holdings Inc. | COM SHS | 0 | $44 |
| CRSP Crispr Therapeutics AG | NAMEN AKT | 0 | $10 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $1.3B.
Portfolio Sells Q2 2024 → Q3 2024
| MOAT Vaneck Morningstar Wide Moat | Reduce -99.9% | 0.00% | −1.11 |
| CNXC Concentrix Corp. | Reduce -98.7% | 0.01% | −0.84 |
| RSPM Invesco S&P 500 Equal Weight | Reduce -99.9% | 0.00% | −0.34 |
| VONG Vanguard Russell 1000 Growth | Reduce -2.3% | 3.70% | −0.26 |
| FXL First Trust Technology Alpha | Sold out | 0.00% | −0.24 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -57.3% | 0.16% | −0.24 |
| DOX Amdocs Ltd. | Reduce -14.7% | 1.49% | −0.20 |
| TROW T Rowe Price Group Inc. | Reduce -99.6% | 0.00% | −0.20 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -1.9% | 1.74% | −0.18 |
| COR Cencora Inc. | Reduce -1.4% | 1.58% | −0.14 |
| IHI iShares U.S. Medical Devices | Reduce -53.5% | 0.11% | −0.13 |
| AVGO Broadcom Inc. | Reduce -2.6% | 3.23% | −0.09 |
| AMGN Amgen Inc. | Reduce -0.3% | 1.85% | −0.08 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -6.2% | 1.39% | −0.07 |
| XOP SS SPDR S&P Og Exp & Prod | Reduce -2.5% | 0.33% | −0.07 |
| NTAP Netapp Inc. | Reduce -3.9% | 0.39% | −0.06 |
| ROST Ross Stores Inc. | Reduce -0.2% | 1.49% | −0.06 |
| PFF iShares Preferred & Income S | Reduce -50.7% | 0.04% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -7.0% | 0.40% | −0.04 |
| MCHP Microchip Technology Inc. | Reduce -87.3% | 0.00% | −0.04 |
| EOG EOG Resources Inc. | Reduce -0.2% | 0.28% | −0.03 |
| SOXX iShares Semiconductor ETF | Reduce -0.8% | 0.16% | −0.03 |
| GGG Graco Inc. | Sold out | 0.00% | −0.02 |
| LSTR Landstar System Inc. | Sold out | 0.00% | −0.02 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.02 |
| DE Deere & Co. | Reduce -89.9% | 0.00% | −0.02 |
| HPQ HP Inc. | Reduce -2.9% | 0.28% | −0.02 |
| PRU Prudential Financial Inc. | Reduce -3.5% | 0.28% | −0.02 |
| FBND Fidelity Total Bond ETF | Reduce -19.4% | 0.08% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.9% | 0.35% | −0.02 |
| GD General Dynamics Corp. | Reduce -2.8% | 0.33% | −0.02 |
| ABT Abbott Laboratories | Reduce -68.4% | 0.01% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -40.4% | 0.03% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -0.9% | 0.30% | −0.02 |
| LYB Lyondellbasell Indu Class A | Reduce -1.9% | 0.21% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -86.8% | 0.00% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -1.8% | 0.34% | −0.01 |
| MS Morgan Stanley | Reduce -0.6% | 1.72% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -3.0% | 0.30% | −0.01 |
| PEP Pepsico Inc. | Reduce -0.5% | 0.27% | −0.01 |
| IBDP iShares Ibonds Dec 2024 Term | Reduce -1.8% | 0.14% | −0.01 |
| JTEK JPMorgan US Tech Leaders | Reduce -0.5% | 0.13% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -3.9% | 0.05% | −0.01 |
| IBDQ iShares Ibonds Dec 2025 Term | Reduce -0.3% | 0.16% | −0.01 |
| FLTR Vaneck Ig Floating Rate ETF | Reduce -8.5% | 0.06% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -2.0% | 0.26% | −0.01 |
| VGT Vanguard Info Tech ETF | Reduce -3.7% | 0.10% | −0.01 |
| XLK SS Technology Select Sector | Reduce -2.3% | 0.09% | −0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -3.0% | 0.11% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -31.9% | 0.02% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| RSP Invesco S&P 500 Equal Weight | New | 1.22% | +1.22 |
| AMKR Amkor Technology Inc. | Add +115.1% | 1.66% | +0.57 |
| STWD Starwood Property Trust Inc. | Add +30.4% | 1.55% | +0.36 |
| KBWB Invesco KBW Bank ETF | Add +55.9% | 0.88% | +0.33 |
| PYPL PayPal Holdings Inc. | Add +0.3% | 1.49% | +0.30 |
| HACK Amplify Cybersecurity ETF | New | 0.19% | +0.19 |
| NFG National Fuel Gas Co. | Add +8.2% | 1.46% | +0.16 |
| AIRR First Trust Rba American Ind | Add +159.0% | 0.23% | +0.14 |
| AAPL Apple Inc. | Add +1.3% | 3.54% | +0.14 |
| ACN Accenture PLC Class A | Add +1.0% | 1.51% | +0.13 |
| HEDJ Wisdomtree Europe Hedged Equ | Add +33.4% | 0.61% | +0.12 |
| CAG Conagra Brands Inc. | Add +2.6% | 1.27% | +0.11 |
| JPST JPMorgan Ultra-Short Income | Add +18.3% | 1.06% | +0.10 |
| LRGG Nomura Focused Large Growth | Add +17.4% | 0.94% | +0.10 |
| CSCO Cisco Systems Inc. | Add +1.6% | 1.68% | +0.09 |
| PPA Invesco Aerospace & Defense | Add +9.6% | 0.70% | +0.09 |
| PTF Invesco Dorsey Wright Tech | Add +60.6% | 0.23% | +0.08 |
| CVS CVS Health Corp. | Add +33.3% | 0.30% | +0.07 |
| DRI Darden Restaurants Inc. | Add +4.0% | 1.31% | +0.06 |
| TPR Tapestry Inc. | Add +2.1% | 1.48% | +0.06 |
| SBUX Starbucks Corp. | Add +2.4% | 0.37% | +0.06 |
| IPAC iShares Core MSCI Pacific Et | Add +8.2% | 0.66% | +0.06 |
| AMZN Amazon.com Inc. | Add +34.4% | 0.30% | +0.05 |
| PANW Palo Alto Networks Inc. | New | 0.05% | +0.05 |
| NVDA Nvidia Corp. | Add +34.3% | 0.23% | +0.04 |
| SCHD Schwab US DVD Equity ETF | Add +71.0% | 0.10% | +0.04 |
| BMY Bristol-Myers Squibb Co. | Add +0.8% | 0.27% | +0.04 |
| NFLX Netflix Inc. | New | 0.04% | +0.04 |
| V Visa Inc. Class A | Add +67.4% | 0.09% | +0.04 |
| ANET Arista Networks Inc. | Add +52.0% | 0.10% | +0.04 |
| VZ Verizon Communications Inc. | Add +0.7% | 1.77% | +0.04 |
| MSCI MSCI Inc. | New | 0.03% | +0.03 |
| SON Sonoco Products Co. | Add +11.7% | 0.30% | +0.03 |
| CMG Chipotle Mexican Grill Inc. | Add +76.1% | 0.09% | +0.03 |
| GIS General Mills Inc. | Add +0.7% | 0.31% | +0.03 |
| SNPS Synopsys Inc. | Add +78.1% | 0.08% | +0.02 |
| LLY Eli Lilly & Co. | Add +26.4% | 0.15% | +0.02 |
| ZTS Zoetis Inc. | Add +41.4% | 0.05% | +0.02 |
| ADBE Adobe Inc. | Add +41.7% | 0.07% | +0.01 |
| SJNK SS SPDR BB St Hi Yield ETF | Add +80.0% | 0.03% | +0.01 |
| ORLY O'reilly Automotive Inc. | Add +39.3% | 0.04% | +0.01 |
| META Meta Platforms Inc. Class A | Add +22.2% | 0.05% | +0.01 |
| SHW The Sherwin-Williams Co. | Add +19.1% | 0.04% | +0.01 |
| FTNT Fortinet Inc. | Add +22.8% | 0.04% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.7% | 0.26% | +0.01 |
| ULTA Ulta Beauty Inc. | Add +67.3% | 0.03% | +0.01 |
| FICO Fair Isaac Corp. | Add +6.5% | 0.05% | +0.01 |
| HCA HCA Healthcare Inc. | Add +14.4% | 0.04% | +0.01 |
| ADP Automatic Data Processing | Add +22.5% | 0.03% | +0.01 |
| MSM MSC Industrial Direct Co. Class A | Add +2.1% | 0.26% | +0.01 |
Notes & Other Activity Q2 2024 → Q3 2024
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Add +64.7% | 28 | $832 |
| RPM RPM International Inc. | COM | Sold out | 0 | $30before exit |
| LIT Global X Lithium & Battery T | LITHIUM BTRY ETF | Sold out | 0 | $18before exit |
| LKQ LKQ Corp. | COM | Sold out | 0 | $17before exit |
| IWO iShares Russell 2000 Growth | RUS 2000 GRW ETF | Sold out | 0 | $10before exit |
| MU Micron Technology Inc. | COM | Sold out | 0 | $8before exit |
| LVS Las Vegas Sands Corp. | COM | Sold out | 0 | $6before exit |
| XFRAX BlackRock Fltng RT Inc. Strat | COM | Sold out | 0 | $0before exit |
| TAN Invesco Solar ETF | SOLAR ETF | Sold out | 0 | $0before exit |
| OMFL Invesco Russell 1000 DYN M/F | RUSL 1000 DYNM | Sold out | 0 | $0before exit |
| ICLN iShares Global Clean Energy | GL CLEAN ENE ETF | Sold out | 0 | $0before exit |
| PLD Prologis Inc. | COM | Sold out | 0 | $0before exit |
| SHE SS SPDR MSCI U Gend Div ETF | ST STR MSCI GEN | Sold out | 0 | $0before exit |
| SPR Spirit Aerosystems Hold Class A | COM CL A | Sold out | 0 | $0before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 339 | $1.7B | VONG, STX, AAPL, DELL, GLW |
| Q1 2026 | 313 | $1.6B | VONG, AAPL, GLW, AVGO, AIQ |
| Q4 2025 | 350 | $1.6B | VONG, AAPL, AVGO, GOOGL, STX |
| Q3 2025 | 303 | $1.5B | VONG, AAPL, AVGO, MSFT, STX |
| Q2 2025 | 297 | $1.4B | VONG, AVGO, AAPL, MSFT, ORCL |
| Q1 2025 | 367 | $1.3B | AAPL, VONG, MSFT, AMGN, PGR |
| Q4 2024 | 399 | $1.3B | AVGO, AAPL, VONG, MSFT, JBL |
| Q3 2024 | 401 | $1.3B | VONG, AAPL, AVGO, MSFT, ORCL |
| Q2 2024 | 373 | $1.3B | VONG, AAPL, AVGO, MSFT, ORCL |
| Q1 2024 | 316 | $1.3B | VONG, AVGO, AAPL, MSFT, DELL |