Valley Wealth Managers, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 31, 2025), Valley Wealth Managers, Inc. reported 399 stock positions worth $1.3 billion. Its top holding was Broadcom (AVGO) at 4.0% of the portfolio, followed by Apple (AAPL, 3.8%) and Vanguard Russell 1000 Growth (VONG, 3.5%). Compared with Q3 2024, it opened 14 new positions, sold out of 16, added to 81 and reduced 117. The biggest buy was a new position in Ringcentral Class A (RNG) and the biggest sale Amkor Technology (AMKR, shares −31%).
- Most Recent 13F
- Q2 2026
- Location
- PARAMUS, NJ
- CIK
- 0000924166
- Portfolio Value
- $1.3B (Q4 2024)
- SEC Filing
- 0000924166-25-000002 ↗ filed Jan 31, 2025
Holdings Value
Holdings 399 stocks · $1.3B
| AVGO Broadcom Inc. | 3.99% | 230,360 | $53.4M | Reduce -8.8% |
| AAPL Apple Inc. | 3.81% | 203,754 | $51.0M | Reduce -0.7% |
| VONG Vanguard Russell 1000 Growth | 3.47% | 449,798 | $46.5M | Reduce -12.9% |
| MSFT Microsoft Corp. | 2.39% | 75,746 | $31.9M | Add +0.8% |
| JBL Jabil Inc. | 2.02% | 187,708 | $27.0M | Reduce -3.8% |
| ORCL Oracle Corp. | 2.00% | 160,869 | $26.8M | Reduce -3.3% |
| GOOGL Alphabet Inc. Class A | 2.00% | 141,537 | $26.8M | Add +0.2% |
| TPR Tapestry Inc. | 1.98% | 404,939 | $26.5M | Reduce -4.7% |
| MS Morgan Stanley | 1.96% | 208,973 | $26.3M | Reduce -6.1% |
| CSCO Cisco Systems Inc. | 1.85% | 417,549 | $24.7M | Reduce -1.9% |
| MET Metlife Inc. | 1.79% | 292,535 | $24.0M | Reduce -2.8% |
| HUBB Hubbell Inc. | 1.76% | 56,193 | $23.5M | Reduce -3.4% |
| PGR Progressive Corp. | 1.75% | 97,814 | $23.4M | Reduce -2.9% |
| RSP Invesco S&P 500 Equal Weight | 1.73% | 131,904 | $23.1M | Add +43.4% |
| AIQ Global X Art Intel & Tech | 1.66% | 575,122 | $22.2M | Add +4.0% |
| TMUS T-Mobile US Inc. | 1.65% | 99,834 | $22.0M | Reduce -4.3% |
| PYPL PayPal Holdings Inc. | 1.58% | 248,151 | $21.2M | Reduce -3.6% |
| DOX Amdocs Ltd. | 1.58% | 248,078 | $21.1M | Add +8.2% |
| COR Cencora Inc. | 1.58% | 93,880 | $21.1M | Reduce -0.9% |
| AMGN Amgen Inc. | 1.57% | 80,604 | $21.0M | Add +4.3% |
| VZ Verizon Communications Inc. | 1.57% | 525,068 | $21.0M | Reduce -1.6% |
| AIZ Assurant Inc. | 1.56% | 98,116 | $20.9M | Reduce -1.9% |
| RNG Ringcentral Inc. Class A | 1.55% | 593,884 | $20.8M | New |
| VRTX Vertex Pharmaceuticals Inc. | 1.52% | 50,524 | $20.3M | Add +0.1% |
| DRI Darden Restaurants Inc. | 1.52% | 108,636 | $20.3M | Add +0.6% |
| ACN Accenture PLC Class A | 1.51% | 57,575 | $20.3M | Reduce -0.4% |
| ROST Ross Stores Inc. | 1.51% | 133,255 | $20.2M | Reduce -0.1% |
| CVX Chevron Corp. | 1.47% | 136,039 | $19.7M | Reduce -3.5% |
| NFG National Fuel Gas Co. | 1.47% | 323,389 | $19.6M | Reduce -0.8% |
| HON Honeywell International Inc. | 1.44% | 85,140 | $19.2M | Add +0.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.43% | 113,235 | $19.2M | Add +5.2% |
| STWD Starwood Property Trust Inc. | 1.40% | 986,653 | $18.7M | Reduce -3.9% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 1.36% | 204,108 | $18.2M | Reduce -1.4% |
| SSNC Ss&c Technologies Holdings | 1.36% | 240,366 | $18.2M | Reduce -2.4% |
| CACI Caci International Inc. Class A | 1.36% | 45,031 | $18.2M | Add +0.5% |
| DELL Dell Technologies -C | 1.25% | 145,627 | $16.8M | Reduce -0.4% |
| JPST JPMorgan Ultra-Short Income | 1.19% | 316,865 | $16.0M | Add +12.4% |
| MGY Magnolia Oil & Gas Corp. Class A | 1.19% | 682,024 | $15.9M | Add +1.3% |
| CI The Cigna Group | 1.18% | 56,933 | $15.7M | Add +2.8% |
| CAG Conagra Brands Inc. | 1.17% | 564,586 | $15.7M | Add +6.9% |
| ELV Elevance Health Inc. | 1.11% | 40,349 | $14.9M | Add +7.6% |
| PFE Pfizer Inc. | 1.07% | 539,494 | $14.3M | Reduce -20.5% |
| KBWB Invesco KBW Bank ETF | 1.03% | 211,758 | $13.8M | Add +4.3% |
| LRGG Nomura Focused Large Growth | 1.00% | 486,338 | $13.4M | Add +3.8% |
| AMKR Amkor Technology Inc. | 0.97% | 504,692 | $13.0M | Reduce -30.9% |
| NEM Newmont Corp. | 0.93% | 333,414 | $12.4M | Add +9.2% |
| TGT Target Corp. | 0.92% | 90,994 | $12.3M | Reduce -19.9% |
| PPA Invesco Aerospace & Defense | 0.80% | 92,872 | $10.7M | Add +12.3% |
| IPAC iShares Core MSCI Pacific Et | 0.69% | 151,563 | $9.3M | Add +12.9% |
| XOP SS SPDR S&P Og Exp & Prod | 0.56% | 56,851 | $7.5M | Add +69.1% |
| HEDJ Wisdomtree Europe Hedged Equ | 0.54% | 165,054 | $7.2M | Reduce -10.0% |
| JPM JPMorgan Chase & Co. | 0.41% | 22,902 | $5.5M | Reduce -11.4% |
| AMZN Amazon.com Inc. | 0.38% | 23,184 | $5.1M | Add +5.6% |
| IGV iShares Expanded Tech-Softwa | 0.36% | 48,594 | $4.9M | Add +19.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.35% | 21,346 | $4.7M | Reduce -7.0% |
| QCOM Qualcomm Inc. | 0.35% | 30,238 | $4.6M | Reduce -1.4% |
| IVW iShares S&P 500 Growth ETF | 0.35% | 45,648 | $4.6M | Reduce -7.3% |
| SKYY First Trust Cloud Computing | 0.34% | 38,585 | $4.6M | Reduce -2.7% |
| KMI Kinder Morgan Inc. | 0.34% | 165,862 | $4.5M | Reduce -14.7% |
| ABBV Abbvie Inc. | 0.34% | 25,258 | $4.5M | Reduce -7.1% |
| NTAP Netapp Inc. | 0.33% | 38,592 | $4.5M | Reduce -8.9% |
| CAT Caterpillar Inc. | 0.33% | 12,320 | $4.5M | Reduce -11.7% |
| XOM Exxon Mobil Corp. | 0.33% | 40,721 | $4.4M | Add +16.3% |
| STT State Street Corp. | 0.33% | 44,594 | $4.4M | Reduce -12.0% |
| USB US Bancorp | 0.32% | 90,083 | $4.3M | Reduce -11.4% |
| SBUX Starbucks Corp. | 0.31% | 45,578 | $4.2M | Reduce -11.8% |
| HD Home Depot Inc. | 0.31% | 10,655 | $4.1M | Reduce -10.8% |
| SDY SS SPDR S&P Dividend ETF | 0.31% | 31,359 | $4.1M | Reduce -4.6% |
| T AT&T Inc. | 0.31% | 180,967 | $4.1M | Reduce -12.3% |
| PG The Procter & Gamble Co. | 0.31% | 24,497 | $4.1M | Reduce -8.5% |
| TRV The Travelers Cos Inc. | 0.30% | 16,894 | $4.1M | Reduce -12.4% |
| PEG Public Service Enterprise GP | 0.30% | 47,777 | $4.0M | Reduce -11.2% |
| MRK Merck & Co. Inc. | 0.29% | 39,234 | $3.9M | Reduce -5.4% |
| AEP American Electric Power | 0.28% | 41,000 | $3.8M | Reduce -10.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.28% | 6,433 | $3.8M | Add +3.7% |
| GILD Gilead Sciences Inc. | 0.28% | 40,482 | $3.7M | Reduce -11.6% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.28% | 14,564 | $3.7M | Reduce -5.4% |
| POR Portland General Electric Co. | 0.27% | 84,088 | $3.7M | Reduce -10.3% |
| BMY Bristol-Myers Squibb Co. | 0.27% | 62,931 | $3.6M | Reduce -11.1% |
| NVDA Nvidia Corp. | 0.27% | 26,477 | $3.6M | Add +3.9% |
| KO The Coca-Cola Co. | 0.27% | 57,105 | $3.6M | Reduce -7.9% |
| MCD McDonald's Corp. | 0.26% | 12,134 | $3.5M | Reduce -8.9% |
| GD General Dynamics Corp. | 0.26% | 13,306 | $3.5M | Reduce -9.0% |
| LMT Lockheed Martin Corp. | 0.26% | 7,179 | $3.5M | Reduce -10.1% |
| JNJ Johnson & Johnson | 0.26% | 23,670 | $3.4M | Add +3.3% |
| GIS General Mills Inc. | 0.25% | 53,437 | $3.4M | Reduce -7.0% |
| PRU Prudential Financial Inc. | 0.25% | 28,717 | $3.4M | Reduce -6.5% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.25% | 113,870 | $3.3M | Reduce -8.5% |
| PTF Invesco Dorsey Wright Tech | 0.25% | 45,794 | $3.3M | Reduce -4.4% |
| CMCSA Comcast Corp. Class A | 0.25% | 88,128 | $3.3M | Reduce -0.6% |
| O Realty Income Corp. | 0.25% | 61,727 | $3.3M | Reduce -10.4% |
| TXN Texas Instruments Inc. | 0.25% | 17,514 | $3.3M | Reduce -10.7% |
| AIRR First Trust Rba American Ind | 0.24% | 40,844 | $3.1M | Reduce -2.6% |
| IVV iShares Core S&P 500 ETF | 0.23% | 5,335 | $3.1M | Reduce -11.9% |
| HPQ HP Inc. | 0.23% | 95,688 | $3.1M | Reduce -10.0% |
| SON Sonoco Products Co. | 0.23% | 62,285 | $3.0M | Reduce -14.8% |
| PEP Pepsico Inc. | 0.22% | 19,178 | $2.9M | Reduce -9.9% |
| MSM MSC Industrial Direct Co. Class A | 0.21% | 38,410 | $2.9M | Reduce -5.8% |
| JTEK JPMorgan US Tech Leaders | 0.21% | 37,733 | $2.9M | Add +47.0% |
| LYB Lyondellbasell Indu Class A | 0.21% | 37,078 | $2.8M | Add +26.3% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $771 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 28 | $771 | No change |
Lines left out (3) · $68 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| ZS Zscaler Inc. | COM | 0 | $47 |
| LIT Global X Lithium & Battery T | LITHIUM BTRY ETF | 0 | $12 |
| CRSP Crispr Therapeutics AG | NAMEN AKT | 0 | $9 |
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 Q3 2024 → Q4 2024
| AMKR Amkor Technology Inc. | Reduce -30.9% | 0.97% | −0.69 |
| TGT Target Corp. | Reduce -19.9% | 0.92% | −0.39 |
| PFE Pfizer Inc. | Reduce -20.5% | 1.07% | −0.39 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.30 |
| VONG Vanguard Russell 1000 Growth | Reduce -12.9% | 3.47% | −0.22 |
| VZ Verizon Communications Inc. | Reduce -1.6% | 1.57% | −0.21 |
| ROBO Robo Global Robotics and Aut | Reduce -99.5% | 0.00% | −0.16 |
| STWD Starwood Property Trust Inc. | Reduce -3.9% | 1.40% | −0.15 |
| PGR Progressive Corp. | Reduce -2.9% | 1.75% | −0.14 |
| IBDP iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.14 |
| UPS United Parcel Service Class B | Reduce -34.7% | 0.17% | −0.11 |
| ORCL Oracle Corp. | Reduce -3.3% | 2.00% | −0.10 |
| HUBB Hubbell Inc. | Reduce -3.4% | 1.76% | −0.09 |
| LMT Lockheed Martin Corp. | Reduce -10.1% | 0.26% | −0.09 |
| EOG EOG Resources Inc. | Reduce -28.2% | 0.21% | −0.08 |
| O Realty Income Corp. | Reduce -10.4% | 0.25% | −0.08 |
| HEDJ Wisdomtree Europe Hedged Equ | Reduce -10.0% | 0.54% | −0.07 |
| CAT Caterpillar Inc. | Reduce -11.7% | 0.33% | −0.07 |
| SON Sonoco Products Co. | Reduce -14.8% | 0.23% | −0.07 |
| AEP American Electric Power | Reduce -10.6% | 0.28% | −0.07 |
| CVX Chevron Corp. | Reduce -3.5% | 1.47% | −0.07 |
| GD General Dynamics Corp. | Reduce -9.0% | 0.26% | −0.07 |
| KO The Coca-Cola Co. | Reduce -7.9% | 0.27% | −0.06 |
| ABBV Abbvie Inc. | Reduce -7.1% | 0.34% | −0.06 |
| SBUX Starbucks Corp. | Reduce -11.8% | 0.31% | −0.06 |
| GIS General Mills Inc. | Reduce -7.0% | 0.25% | −0.06 |
| POR Portland General Electric Co. | Reduce -10.3% | 0.27% | −0.06 |
| VICI Vici Properties Inc. | Reduce -8.5% | 0.25% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -5.4% | 0.29% | −0.06 |
| TXN Texas Instruments Inc. | Reduce -10.7% | 0.25% | −0.05 |
| PEG Public Service Enterprise GP | Reduce -11.2% | 0.30% | −0.05 |
| NTAP Netapp Inc. | Reduce -8.9% | 0.33% | −0.05 |
| PEP Pepsico Inc. | Reduce -9.9% | 0.22% | −0.05 |
| HPQ HP Inc. | Reduce -10.0% | 0.23% | −0.05 |
| MET Metlife Inc. | Reduce -2.8% | 1.79% | −0.05 |
| HD Home Depot Inc. | Reduce -10.8% | 0.31% | −0.05 |
| MSM MSC Industrial Direct Co. Class A | Reduce -5.8% | 0.21% | −0.05 |
| QCOM Qualcomm Inc. | Reduce -1.4% | 0.35% | −0.04 |
| MCD McDonald's Corp. | Reduce -8.9% | 0.26% | −0.04 |
| ZTS Zoetis Inc. | Reduce -76.6% | 0.01% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -8.5% | 0.31% | −0.04 |
| SDY SS SPDR S&P Dividend ETF | Reduce -4.6% | 0.31% | −0.04 |
| TRV The Travelers Cos Inc. | Reduce -12.4% | 0.30% | −0.03 |
| DELL Dell Technologies -C | Reduce -0.4% | 1.25% | −0.03 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -10.8% | 0.13% | −0.03 |
| T AT&T Inc. | Reduce -12.3% | 0.31% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -0.6% | 0.25% | −0.03 |
| IBM Intl Business Machines Corp. | Reduce -7.0% | 0.35% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -11.9% | 0.23% | −0.02 |
| AON Aon PLC Class A | Sold out | 0.00% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| RNG Ringcentral Inc. Class A | New | 1.55% | +1.55 |
| RSP Invesco S&P 500 Equal Weight | Add +43.4% | 1.73% | +0.51 |
| GOOGL Alphabet Inc. Class A | Add +0.2% | 2.00% | +0.27 |
| XOP SS SPDR S&P Og Exp & Prod | Add +69.1% | 0.56% | +0.23 |
| DRI Darden Restaurants Inc. | Add +0.6% | 1.52% | +0.20 |
| KBWB Invesco KBW Bank ETF | Add +4.3% | 1.03% | +0.15 |
| HON Honeywell International Inc. | Add +0.8% | 1.44% | +0.14 |
| AIQ Global X Art Intel & Tech | Add +4.0% | 1.66% | +0.14 |
| JPST JPMorgan Ultra-Short Income | Add +12.4% | 1.19% | +0.13 |
| IGV iShares Expanded Tech-Softwa | Add +19.1% | 0.36% | +0.09 |
| PPA Invesco Aerospace & Defense | Add +12.3% | 0.80% | +0.09 |
| DOX Amdocs Ltd. | Add +8.2% | 1.58% | +0.09 |
| JTEK JPMorgan US Tech Leaders | Add +47.0% | 0.21% | +0.08 |
| AMZN Amazon.com Inc. | Add +5.6% | 0.38% | +0.08 |
| LRGG Nomura Focused Large Growth | Add +3.8% | 1.00% | +0.06 |
| APO Apollo Global Management Inc. | New | 0.05% | +0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +5.2% | 1.43% | +0.04 |
| NVDA Nvidia Corp. | Add +3.9% | 0.27% | +0.04 |
| TT Trane Technologies PLC | Add +840.6% | 0.04% | +0.04 |
| IPAC iShares Core MSCI Pacific Et | Add +12.9% | 0.69% | +0.03 |
| V Visa Inc. Class A | Add +12.7% | 0.12% | +0.03 |
| ANET Arista Networks Inc. | Add +9.9% | 0.13% | +0.03 |
| XOM Exxon Mobil Corp. | Add +16.3% | 0.33% | +0.02 |
| LPLA LPL Financial Holdings Inc. | Add +16.8% | 0.06% | +0.02 |
| CMG Chipotle Mexican Grill Inc. | Add +16.4% | 0.11% | +0.02 |
| FBND Fidelity Total Bond ETF | Add +28.6% | 0.09% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +3.7% | 0.28% | +0.02 |
| BNDX Vanguard Total Intl Bond ETF | Add +12.7% | 0.18% | +0.02 |
| SNPS Synopsys Inc. | Add +20.7% | 0.09% | +0.01 |
| NFLX Netflix Inc. | Add +5.4% | 0.05% | +0.01 |
| VGK Vanguard Ftse Europe ETF | New | 0.01% | +0.01 |
| FTNT Fortinet Inc. | Add +6.1% | 0.05% | +0.01 |
| NOW ServiceNow Inc. | Add +5.6% | 0.05% | +0.01 |
| PANW Palo Alto Networks Inc. | Add +8.9% | 0.06% | +0.01 |
| PFF iShares Preferred & Income S | Add +24.1% | 0.05% | +0.01 |
| XLI SS Industrial Select Sector | Add +65.0% | 0.02% | +0.01 |
| SPAB SS SPDR P Agg Bond ETF | Add +42.4% | 0.03% | +0.01 |
| BSV Vanguard Short-Term Bond ETF | Add +5.1% | 0.17% | +0.01 |
| COST Costco Wholesale Corp. | Add +4.1% | 0.08% | +0.01 |
| IFLN Invesco Bloomberg Enhanced F | Add +10.9% | 0.06% | +0.01 |
| RTH Vaneck Retail ETF | New | 0.01% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +0.3% | 0.07% | +0.01 |
| ADP Automatic Data Processing | Add +8.4% | 0.04% | +0.01 |
| ORLY O'reilly Automotive Inc. | Add +6.5% | 0.05% | +0.00 |
| XLY SS Consumer Disc Select Sect | Add +4.4% | 0.03% | +0.00 |
| META Meta Platforms Inc. Class A | Add +4.6% | 0.06% | +0.00 |
| ITA iShares U.S. Aerospace & Def | New | 0.00% | +0.00 |
| MSCI MSCI Inc. | Add +7.9% | 0.04% | +0.00 |
| TJX TJX Companies Inc. | Add +6.9% | 0.04% | +0.00 |
| GLD SPDR Gold Shares | Add +95.8% | 0.01% | +0.00 |
Notes & Other Activity Q3 2024 → Q4 2024
| LH Labcorp Holdings Inc. | COM SHS | Sold out | 0 | $44before exit |
| LIT Global X Lithium & Battery T | LITHIUM BTRY ETF | New | 0 | $12 |
| FTGC First Trust Global Tactical | FST TR GLB FD | New | 0 | $0 |
| SPR Spirit Aerosystems Hold Class A | COM CL A | New | 0 | $0 |
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 |