Valley Wealth Managers, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), Valley Wealth Managers, Inc. reported 367 stock positions worth $1.3 billion. Its top holding was Apple (AAPL) at 3.3% of the portfolio, followed by Vanguard Russell 1000 Growth (VONG, 3.3%) and Microsoft (MSFT, 2.1%). Compared with Q4 2024, it opened 10 new positions, sold out of 39, added to 85 and reduced 106. The biggest buy was a new position in Hasbro (HAS) and the biggest sale Broadcom (AVGO, shares −35%).
- Most Recent 13F
- Q2 2026
- Location
- PARAMUS, NJ
- CIK
- 0000924166
- Portfolio Value
- $1.3B (Q1 2025)
- SEC Filing
- 0000924166-25-000006 ↗ filed May 7, 2025
Holdings Value
Holdings 367 stocks · $1.3B
| AAPL Apple Inc. | 3.30% | 196,084 | $43.6M | Reduce -3.8% |
| VONG Vanguard Russell 1000 Growth | 3.26% | 462,998 | $43.0M | Add +2.9% |
| MSFT Microsoft Corp. | 2.15% | 75,493 | $28.3M | Reduce -0.3% |
| AMGN Amgen Inc. | 2.06% | 87,129 | $27.1M | Add +8.1% |
| PGR Progressive Corp. | 1.99% | 92,687 | $26.2M | Reduce -5.2% |
| RSP Invesco S&P 500 Equal Weight | 1.94% | 147,689 | $25.6M | Add +12.0% |
| HAS Hasbro Inc. | 1.93% | 412,760 | $25.4M | New |
| COR Cencora Inc. | 1.91% | 90,588 | $25.2M | Reduce -3.5% |
| AVGO Broadcom Inc. | 1.91% | 150,067 | $25.1M | Reduce -34.9% |
| TMUS T-Mobile US Inc. | 1.90% | 93,687 | $25.0M | Reduce -6.2% |
| VZ Verizon Communications Inc. | 1.89% | 549,495 | $24.9M | Add +4.7% |
| CSCO Cisco Systems Inc. | 1.88% | 402,044 | $24.8M | Reduce -3.7% |
| NFG National Fuel Gas Co. | 1.84% | 305,800 | $24.2M | Reduce -5.4% |
| VRTX Vertex Pharmaceuticals Inc. | 1.82% | 49,484 | $24.0M | Reduce -2.1% |
| MS Morgan Stanley | 1.79% | 202,446 | $23.6M | Reduce -3.1% |
| CVX Chevron Corp. | 1.78% | 140,607 | $23.5M | Add +3.4% |
| SON Sonoco Products Co. | 1.78% | 497,814 | $23.5M | Add +699.3% |
| MET Metlife Inc. | 1.74% | 286,487 | $23.0M | Reduce -2.1% |
| DOX Amdocs Ltd. | 1.72% | 247,898 | $22.7M | Reduce -0.1% |
| ORCL Oracle Corp. | 1.65% | 155,311 | $21.7M | Reduce -3.5% |
| GOOGL Alphabet Inc. Class A | 1.64% | 139,484 | $21.6M | Reduce -1.4% |
| DRI Darden Restaurants Inc. | 1.63% | 103,464 | $21.5M | Reduce -4.8% |
| AIQ Global X Art Intel & Tech | 1.61% | 584,938 | $21.3M | Add +1.7% |
| STWD Starwood Property Trust Inc. | 1.58% | 1,052,023 | $20.8M | Add +6.6% |
| CI The Cigna Group | 1.58% | 63,151 | $20.8M | Add +10.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.56% | 118,831 | $20.5M | Add +4.9% |
| AIZ Assurant Inc. | 1.53% | 96,248 | $20.2M | Reduce -1.9% |
| ELV Elevance Health Inc. | 1.52% | 46,158 | $20.1M | Add +14.4% |
| PFE Pfizer Inc. | 1.50% | 781,790 | $19.8M | Add +44.9% |
| SSNC Ss&c Technologies Holdings | 1.46% | 230,482 | $19.3M | Reduce -4.1% |
| TPR Tapestry Inc. | 1.46% | 272,911 | $19.2M | Reduce -32.6% |
| HUBB Hubbell Inc. | 1.44% | 57,173 | $18.9M | Add +1.7% |
| TAP Molson Coors Beverage Co. Class B | 1.42% | 306,895 | $18.7M | New |
| MGY Magnolia Oil & Gas Corp. Class A | 1.37% | 716,547 | $18.1M | Add +5.1% |
| HON Honeywell International Inc. | 1.36% | 84,949 | $18.0M | Reduce -0.2% |
| ACN Accenture PLC Class A | 1.34% | 56,565 | $17.7M | Reduce -1.8% |
| STX Seagate Technology Holdings | 1.33% | 206,540 | $17.5M | New |
| CACI Caci International Inc. Class A | 1.33% | 47,783 | $17.5M | Add +6.1% |
| CAG Conagra Brands Inc. | 1.30% | 640,564 | $17.1M | Add +13.5% |
| ROST Ross Stores Inc. | 1.28% | 132,388 | $16.9M | Reduce -0.7% |
| PYPL PayPal Holdings Inc. | 1.14% | 231,176 | $15.1M | Reduce -6.8% |
| DELL Dell Technologies -C | 1.11% | 160,260 | $14.6M | Add +10.1% |
| LRGG Nomura Focused Large Growth | 1.05% | 528,532 | $13.8M | Add +8.7% |
| KBWB Invesco KBW Bank ETF | 1.05% | 219,985 | $13.8M | Add +3.9% |
| RNG Ringcentral Inc. Class A | 0.98% | 523,067 | $13.0M | Reduce -11.9% |
| JPST JPMorgan Ultra-Short Income | 0.98% | 255,653 | $12.9M | Reduce -19.3% |
| TGT Target Corp. | 0.82% | 102,969 | $10.7M | Add +13.2% |
| IPAC iShares Core MSCI Pacific Et | 0.78% | 164,788 | $10.3M | Add +8.7% |
| HEDJ Wisdomtree Europe Hedged Equ | 0.55% | 151,633 | $7.2M | Reduce -8.1% |
| PPA Invesco Aerospace & Defense | 0.54% | 61,334 | $7.1M | Reduce -34.0% |
| XLE SS Energy Select Sector | 0.42% | 59,668 | $5.6M | Add +2439.1% |
| JPM JPMorgan Chase & Co. | 0.41% | 22,028 | $5.4M | Reduce -3.8% |
| ABBV Abbvie Inc. | 0.40% | 25,245 | $5.3M | Reduce -0.1% |
| QCOM Qualcomm Inc. | 0.39% | 33,845 | $5.2M | Add +11.9% |
| SHLD Global X Defense Tech ETF | 0.38% | 108,807 | $5.1M | New |
| XLV SS Health Care Select Sector | 0.37% | 33,663 | $4.9M | Add +752.2% |
| T AT&T Inc. | 0.37% | 172,649 | $4.9M | Reduce -4.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.35% | 18,735 | $4.7M | Reduce -12.2% |
| AMZN Amazon.com Inc. | 0.35% | 24,120 | $4.6M | Add +4.0% |
| MRK Merck & Co. Inc. | 0.34% | 49,835 | $4.5M | Add +27.0% |
| KMI Kinder Morgan Inc. | 0.34% | 156,778 | $4.5M | Reduce -5.5% |
| AEP American Electric Power | 0.34% | 40,849 | $4.5M | Reduce -0.4% |
| SBUX Starbucks Corp. | 0.34% | 45,206 | $4.4M | Reduce -0.8% |
| TRV The Travelers Cos Inc. | 0.33% | 16,481 | $4.4M | Reduce -2.4% |
| GILD Gilead Sciences Inc. | 0.33% | 38,790 | $4.3M | Reduce -4.2% |
| CMCSA Comcast Corp. Class A | 0.32% | 114,971 | $4.2M | Add +30.5% |
| SDY SS SPDR S&P Dividend ETF | 0.32% | 30,881 | $4.2M | Reduce -1.5% |
| PG The Procter & Gamble Co. | 0.32% | 24,507 | $4.2M | Add +0.0% |
| JNJ Johnson & Johnson | 0.32% | 25,180 | $4.2M | Add +6.4% |
| KO The Coca-Cola Co. | 0.31% | 57,706 | $4.1M | Add +1.1% |
| XOM Exxon Mobil Corp. | 0.31% | 34,379 | $4.1M | Reduce -15.6% |
| CAT Caterpillar Inc. | 0.31% | 12,271 | $4.0M | Reduce -0.4% |
| IVW iShares S&P 500 Growth ETF | 0.31% | 43,424 | $4.0M | Reduce -4.9% |
| PEP Pepsico Inc. | 0.30% | 26,537 | $4.0M | Add +38.4% |
| NTAP Netapp Inc. | 0.30% | 45,262 | $4.0M | Add +17.3% |
| STT State Street Corp. | 0.30% | 44,132 | $4.0M | Reduce -1.0% |
| PEG Public Service Enterprise GP | 0.30% | 47,935 | $3.9M | Add +0.3% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.30% | 120,027 | $3.9M | Add +5.4% |
| MCD McDonald's Corp. | 0.29% | 12,317 | $3.8M | Add +1.5% |
| HD Home Depot Inc. | 0.29% | 10,461 | $3.8M | Reduce -1.8% |
| POR Portland General Electric Co. | 0.29% | 85,256 | $3.8M | Add +1.4% |
| USB US Bancorp | 0.29% | 89,804 | $3.8M | Reduce -0.3% |
| BMY Bristol-Myers Squibb Co. | 0.29% | 62,052 | $3.8M | Reduce -1.4% |
| UPS United Parcel Service Class B | 0.28% | 34,136 | $3.8M | Add +91.2% |
| O Realty Income Corp. | 0.28% | 64,173 | $3.7M | Add +4.0% |
| IGV iShares Expanded Tech-Softwa | 0.28% | 41,534 | $3.7M | Reduce -14.5% |
| GD General Dynamics Corp. | 0.28% | 13,534 | $3.7M | Add +1.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.27% | 14,418 | $3.5M | Reduce -1.0% |
| GIS General Mills Inc. | 0.27% | 58,887 | $3.5M | Add +10.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 6,182 | $3.5M | Reduce -3.9% |
| SKYY First Trust Cloud Computing | 0.26% | 33,070 | $3.4M | Reduce -14.3% |
| LMT Lockheed Martin Corp. | 0.25% | 7,514 | $3.4M | Add +4.7% |
| PRU Prudential Financial Inc. | 0.25% | 29,468 | $3.3M | Add +2.6% |
| TXN Texas Instruments Inc. | 0.24% | 17,867 | $3.2M | Add +2.0% |
| MCHP Microchip Technology Inc. | 0.24% | 66,126 | $3.2M | Add +10921.0% |
| NVDA Nvidia Corp. | 0.24% | 28,952 | $3.1M | Add +9.3% |
| MSM MSC Industrial Direct Co. Class A | 0.23% | 39,592 | $3.1M | Add +3.1% |
| EOG EOG Resources Inc. | 0.23% | 23,868 | $3.1M | Add +6.6% |
| LYB Lyondellbasell Indu Class A | 0.23% | 43,226 | $3.0M | Add +16.6% |
| HACK Amplify Cybersecurity ETF | 0.22% | 40,888 | $2.9M | Add +10.9% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $443 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 16 | $443 | Reduce -42.9% |
Lines left out (9) · $208 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| VYM Vanguard High DVD Yield ETF | HIGH DIV YLD | 0 | $53 |
| ZS Zscaler Inc. | COM | 0 | $52 |
| TOL Toll Brothers Inc. | COM | 0 | $51 |
| EUDG Wisdomtree Europe Quality Di | EURO QTLY DIV GR | 0 | $14 |
| DHI D.R. Horton Inc. | COM | 0 | $12 |
| LIT Global X Lithium & Battery T | LITHIUM BTRY ETF | 0 | $11 |
| CRSP Crispr Therapeutics AG | NAMEN AKT | 0 | $8 |
| MU Micron Technology Inc. | COM | 0 | $6 |
| PHM Pultegroup Inc. | COM | 0 | $1 |
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 Q4 2024 → Q1 2025
| AVGO Broadcom Inc. | Reduce -34.9% | 1.91% | −2.09 |
| JBL Jabil Inc. | Sold out | 0.00% | −2.02 |
| BJ Bj's Wholesale Club Holdings | Sold out | 0.00% | −1.36 |
| AMKR Amkor Technology Inc. | Sold out | 0.00% | −0.97 |
| RNG Ringcentral Inc. Class A | Reduce -11.9% | 0.98% | −0.57 |
| XOP SS SPDR S&P Og Exp & Prod | Reduce -98.9% | 0.01% | −0.56 |
| TPR Tapestry Inc. | Reduce -32.6% | 1.46% | −0.52 |
| AAPL Apple Inc. | Reduce -3.8% | 3.30% | −0.51 |
| PYPL PayPal Holdings Inc. | Reduce -6.8% | 1.14% | −0.44 |
| GOOGL Alphabet Inc. Class A | Reduce -1.4% | 1.64% | −0.37 |
| ORCL Oracle Corp. | Reduce -3.5% | 1.65% | −0.36 |
| PPA Invesco Aerospace & Defense | Reduce -34.0% | 0.54% | −0.25 |
| PTF Invesco Dorsey Wright Tech | Sold out | 0.00% | −0.25 |
| MSFT Microsoft Corp. | Reduce -0.3% | 2.15% | −0.24 |
| ROST Ross Stores Inc. | Reduce -0.7% | 1.28% | −0.22 |
| JPST JPMorgan Ultra-Short Income | Reduce -19.3% | 0.98% | −0.21 |
| ACN Accenture PLC Class A | Reduce -1.8% | 1.34% | −0.17 |
| MS Morgan Stanley | Reduce -3.1% | 1.79% | −0.17 |
| SKYY First Trust Cloud Computing | Reduce -14.3% | 0.26% | −0.09 |
| IGV iShares Expanded Tech-Softwa | Reduce -14.5% | 0.28% | −0.08 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.08 |
| HON Honeywell International Inc. | Reduce -0.2% | 1.36% | −0.07 |
| XLK SS Technology Select Sector | Reduce -58.1% | 0.03% | −0.06 |
| MET Metlife Inc. | Reduce -2.1% | 1.74% | −0.05 |
| PFF iShares Preferred & Income S | Reduce -85.0% | 0.01% | −0.04 |
| JTEK JPMorgan US Tech Leaders | Reduce -11.5% | 0.17% | −0.04 |
| IVW iShares S&P 500 Growth ETF | Reduce -4.9% | 0.31% | −0.04 |
| USB US Bancorp | Reduce -0.3% | 0.29% | −0.03 |
| SOXX iShares Semiconductor ETF | Reduce -11.6% | 0.12% | −0.03 |
| AIZ Assurant Inc. | Reduce -1.9% | 1.53% | −0.03 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.03 |
| ULTA Ulta Beauty Inc. | Reduce -99.5% | 0.00% | −0.03 |
| STT State Street Corp. | Reduce -1.0% | 0.30% | −0.03 |
| CAT Caterpillar Inc. | Reduce -0.4% | 0.31% | −0.03 |
| SPAB SS SPDR P Agg Bond ETF | Sold out | 0.00% | −0.03 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -7.6% | 0.12% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.9% | 0.26% | −0.02 |
| HD Home Depot Inc. | Reduce -1.8% | 0.29% | −0.02 |
| XLC SS Comm Select Sector SPDR | Reduce -81.6% | 0.00% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -21.4% | 0.08% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -15.6% | 0.31% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -4.3% | 0.22% | −0.02 |
| XLY SS Consumer Disc Select Sect | Reduce -51.1% | 0.01% | −0.02 |
| GSLC Goldman Activebeta US LC ETF | Reduce -7.5% | 0.13% | −0.02 |
| XLF SS Financial Select Sector | Reduce -46.7% | 0.02% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -12.7% | 0.05% | −0.01 |
| FBND Fidelity Total Bond ETF | Reduce -15.5% | 0.08% | −0.01 |
| VGT Vanguard Info Tech ETF | Reduce -0.8% | 0.08% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -85.0% | 0.00% | −0.01 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -5.3% | 0.06% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| HAS Hasbro Inc. | New | 1.93% | +1.93 |
| SON Sonoco Products Co. | Add +699.3% | 1.78% | +1.56 |
| TAP Molson Coors Beverage Co. Class B | New | 1.42% | +1.42 |
| STX Seagate Technology Holdings | New | 1.33% | +1.33 |
| AMGN Amgen Inc. | Add +8.1% | 2.06% | +0.49 |
| PFE Pfizer Inc. | Add +44.9% | 1.50% | +0.43 |
| ELV Elevance Health Inc. | Add +14.4% | 1.52% | +0.41 |
| XLE SS Energy Select Sector | Add +2439.1% | 0.42% | +0.41 |
| CI The Cigna Group | Add +10.9% | 1.58% | +0.40 |
| SHLD Global X Defense Tech ETF | New | 0.38% | +0.38 |
| XLV SS Health Care Select Sector | Add +752.2% | 0.37% | +0.33 |
| VZ Verizon Communications Inc. | Add +4.7% | 1.89% | +0.32 |
| CVX Chevron Corp. | Add +3.4% | 1.78% | +0.31 |
| MCHP Microchip Technology Inc. | Add +10921.0% | 0.24% | +0.24 |
| RSP Invesco S&P 500 Equal Weight | Add +12.0% | 1.94% | +0.21 |
| MGY Magnolia Oil & Gas Corp. Class A | Add +5.1% | 1.37% | +0.18 |
| STWD Starwood Property Trust Inc. | Add +6.6% | 1.58% | +0.18 |
| CAG Conagra Brands Inc. | Add +13.5% | 1.30% | +0.12 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +4.9% | 1.56% | +0.12 |
| UPS United Parcel Service Class B | Add +91.2% | 0.28% | +0.12 |
| CPLS AB Core Plus Bond ETF | New | 0.11% | +0.11 |
| META Meta Platforms Inc. Class A | Add +174.9% | 0.16% | +0.10 |
| IPAC iShares Core MSCI Pacific Et | Add +8.7% | 0.78% | +0.09 |
| PEP Pepsico Inc. | Add +38.4% | 0.30% | +0.08 |
| CMCSA Comcast Corp. Class A | Add +30.5% | 0.32% | +0.07 |
| JNJ Johnson & Johnson | Add +6.4% | 0.32% | +0.06 |
| IHI iShares U.S. Medical Devices | Add +44.6% | 0.16% | +0.06 |
| BSV Vanguard Short-Term Bond ETF | Add +26.9% | 0.22% | +0.05 |
| VICI Vici Properties Inc. | Add +5.4% | 0.30% | +0.05 |
| KO The Coca-Cola Co. | Add +1.1% | 0.31% | +0.05 |
| MRK Merck & Co. Inc. | Add +27.0% | 0.34% | +0.05 |
| QCOM Qualcomm Inc. | Add +11.9% | 0.39% | +0.05 |
| LRGG Nomura Focused Large Growth | Add +8.7% | 1.05% | +0.05 |
| APH Amphenol Corp. Class A | New | 0.04% | +0.04 |
| HLT Hilton Worldwide Holdings Inc. | New | 0.04% | +0.04 |
| O Realty Income Corp. | Add +4.0% | 0.28% | +0.04 |
| MCD McDonald's Corp. | Add +1.5% | 0.29% | +0.03 |
| LLY Eli Lilly & Co. | Add +8.8% | 0.18% | +0.03 |
| EOG EOG Resources Inc. | Add +6.6% | 0.23% | +0.03 |
| LYB Lyondellbasell Indu Class A | Add +16.6% | 0.23% | +0.03 |
| V Visa Inc. Class A | Add +6.9% | 0.14% | +0.02 |
| MSM MSC Industrial Direct Co. Class A | Add +3.1% | 0.23% | +0.02 |
| GD General Dynamics Corp. | Add +1.7% | 0.28% | +0.02 |
| HACK Amplify Cybersecurity ETF | Add +10.9% | 0.22% | +0.02 |
| BNDX Vanguard Total Intl Bond ETF | Add +7.4% | 0.20% | +0.02 |
| POR Portland General Electric Co. | Add +1.4% | 0.29% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.5% | 0.14% | +0.01 |
| ORLY O'reilly Automotive Inc. | Add +4.7% | 0.06% | +0.01 |
| KBWB Invesco KBW Bank ETF | Add +3.9% | 1.05% | +0.01 |
| GIS General Mills Inc. | Add +10.2% | 0.27% | +0.01 |
Notes & Other Activity Q4 2024 → Q1 2025
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Reduce -42.9% | 16 | $443 |
| VYM Vanguard High DVD Yield ETF | HIGH DIV YLD | Reduce -100.0% | 0 | $53 |
| TOL Toll Brothers Inc. | COM | New | 0 | $51 |
| EUDG Wisdomtree Europe Quality Di | EURO QTLY DIV GR | Reduce -100.0% | 0 | $14 |
| DHI D.R. Horton Inc. | COM | New | 0 | $12 |
| MU Micron Technology Inc. | COM | Reduce -100.0% | 0 | $6 |
| PHM Pultegroup Inc. | COM | New | 0 | $1 |
| NEM Newmont Corp. | COM | Reduce -100.0% | 0 | $0 |
| FTGC First Trust Global Tactical | FST TR GLB FD | Sold out | 0 | $0before exit |
| MTH Meritage Homes Corp. | COM | 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 |