Valley Wealth Managers, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 6, 2025), Valley Wealth Managers, Inc. reported 297 stock positions worth $1.4 billion. Its top holding was Vanguard Russell 1000 Growth (VONG) at 3.0% of the portfolio, followed by Broadcom (AVGO, 2.8%) and Apple (AAPL, 2.8%). Compared with Q1 2025, it opened 13 new positions, sold out of 85, added to 76 and reduced 141. The biggest buy was a new position in Citizens Financial (CFG) and the biggest sale Elevance Health (ELV, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- PARAMUS, NJ
- CIK
- 0000924166
- Portfolio Value
- $1.4B (Q2 2025)
- SEC Filing
- 0000924166-25-000010 ↗ filed Aug 6, 2025
Holdings Value
Holdings 297 stocks · $1.4B
| VONG Vanguard Russell 1000 Growth | 2.95% | 375,688 | $41.0M | Reduce -18.9% |
| AVGO Broadcom Inc. | 2.83% | 142,723 | $39.3M | Reduce -4.9% |
| AAPL Apple Inc. | 2.83% | 191,695 | $39.3M | Reduce -2.2% |
| MSFT Microsoft Corp. | 2.58% | 71,985 | $35.8M | Reduce -4.7% |
| ORCL Oracle Corp. | 2.34% | 148,796 | $32.5M | Reduce -4.2% |
| HAS Hasbro Inc. | 2.13% | 401,392 | $29.6M | Reduce -2.8% |
| MS Morgan Stanley | 2.01% | 198,396 | $27.9M | Reduce -2.0% |
| AIQ Global X Art Intel & Tech | 1.97% | 627,210 | $27.4M | Add +7.2% |
| CSCO Cisco Systems Inc. | 1.96% | 392,246 | $27.2M | Reduce -2.4% |
| COR Cencora Inc. | 1.86% | 86,376 | $25.9M | Reduce -4.7% |
| GOOGL Alphabet Inc. Class A | 1.73% | 136,705 | $24.1M | Reduce -2.0% |
| PGR Progressive Corp. | 1.71% | 89,055 | $23.8M | Reduce -3.9% |
| STX Seagate Technology Holdings | 1.70% | 164,105 | $23.7M | Reduce -20.6% |
| TPR Tapestry Inc. | 1.69% | 267,365 | $23.5M | Reduce -2.0% |
| VZ Verizon Communications Inc. | 1.68% | 538,969 | $23.3M | Reduce -1.9% |
| AMGN Amgen Inc. | 1.67% | 82,963 | $23.2M | Reduce -4.8% |
| HUBB Hubbell Inc. | 1.66% | 56,593 | $23.1M | Reduce -1.0% |
| MET Metlife Inc. | 1.65% | 284,990 | $22.9M | Reduce -0.5% |
| CFG Citizens Financial Group | 1.64% | 508,371 | $22.7M | New |
| LRGG Nomura Focused Large Growth | 1.61% | 781,991 | $22.4M | Add +48.0% |
| CACI Caci International Inc. Class A | 1.60% | 46,552 | $22.2M | Reduce -2.6% |
| DOX Amdocs Ltd. | 1.59% | 242,287 | $22.1M | Reduce -2.3% |
| STWD Starwood Property Trust Inc. | 1.58% | 1,094,878 | $22.0M | Add +4.1% |
| VRTX Vertex Pharmaceuticals Inc. | 1.56% | 48,689 | $21.7M | Reduce -1.6% |
| TMUS T-Mobile US Inc. | 1.55% | 90,588 | $21.6M | Reduce -3.3% |
| SON Sonoco Products Co. | 1.54% | 490,293 | $21.4M | Reduce -1.5% |
| GLW Corning Inc. | 1.53% | 404,488 | $21.3M | Add +20224300.0% |
| DRI Darden Restaurants Inc. | 1.51% | 96,189 | $21.0M | Reduce -7.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.48% | 116,167 | $20.5M | Reduce -2.2% |
| CVX Chevron Corp. | 1.47% | 143,167 | $20.5M | Add +1.8% |
| CI The Cigna Group | 1.45% | 61,167 | $20.2M | Reduce -3.1% |
| NFG National Fuel Gas Co. | 1.43% | 234,600 | $19.9M | Reduce -23.3% |
| DELL Dell Technologies -C | 1.42% | 160,799 | $19.7M | Add +0.3% |
| PFE Pfizer Inc. | 1.41% | 806,562 | $19.6M | Add +3.2% |
| HON Honeywell International Inc. | 1.40% | 83,803 | $19.5M | Reduce -1.4% |
| SSNC Ss&c Technologies Holdings | 1.35% | 227,177 | $18.8M | Reduce -1.4% |
| AIZ Assurant Inc. | 1.35% | 95,013 | $18.8M | Reduce -1.3% |
| KBWB Invesco KBW Bank ETF | 1.31% | 253,642 | $18.2M | Add +15.3% |
| JPST JPMorgan Ultra-Short Income | 1.23% | 338,130 | $17.1M | Add +32.3% |
| ACN Accenture PLC Class A | 1.23% | 57,093 | $17.1M | Add +0.9% |
| PYPL PayPal Holdings Inc. | 1.22% | 227,716 | $16.9M | Reduce -1.5% |
| ROST Ross Stores Inc. | 1.21% | 131,348 | $16.8M | Reduce -0.8% |
| MGY Magnolia Oil & Gas Corp. Class A | 1.16% | 715,217 | $16.1M | Reduce -0.2% |
| TAP Molson Coors Beverage Co. Class B | 1.10% | 316,938 | $15.2M | Add +3.3% |
| RSP Invesco S&P 500 Equal Weight | 0.97% | 74,027 | $13.5M | Reduce -49.9% |
| USMV iShares MSCI USA Min Vol Fac | 0.92% | 135,922 | $12.8M | New |
| CAG Conagra Brands Inc. | 0.81% | 553,322 | $11.3M | Reduce -13.6% |
| IPAC iShares Core MSCI Pacific Et | 0.78% | 158,671 | $10.9M | Reduce -3.7% |
| TGT Target Corp. | 0.65% | 91,098 | $9.0M | Reduce -11.5% |
| PPA Invesco Aerospace & Defense | 0.58% | 57,344 | $8.1M | Reduce -6.5% |
| HEDJ Wisdomtree Europe Hedged Equ | 0.49% | 140,659 | $6.8M | Reduce -7.2% |
| JPM JPMorgan Chase & Co. | 0.45% | 21,706 | $6.3M | Reduce -1.5% |
| SHLD Global X Defense Tech ETF | 0.43% | 98,396 | $5.9M | Reduce -9.6% |
| QCOM Qualcomm Inc. | 0.40% | 35,186 | $5.6M | Add +4.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.39% | 18,417 | $5.4M | Reduce -1.7% |
| NTAP Netapp Inc. | 0.37% | 47,916 | $5.1M | Add +5.9% |
| XLE SS Energy Select Sector | 0.36% | 59,633 | $5.1M | Reduce -0.1% |
| CAT Caterpillar Inc. | 0.35% | 12,509 | $4.9M | Add +1.9% |
| STT State Street Corp. | 0.34% | 44,981 | $4.8M | Add +1.9% |
| ABBV Abbvie Inc. | 0.34% | 25,590 | $4.8M | Add +1.4% |
| IGV iShares Expanded Tech-Softwa | 0.34% | 43,240 | $4.7M | Add +4.1% |
| AMZN Amazon.com Inc. | 0.34% | 21,435 | $4.7M | Reduce -11.1% |
| IVW iShares S&P 500 Growth ETF | 0.34% | 42,710 | $4.7M | Reduce -1.6% |
| T AT&T Inc. | 0.34% | 161,468 | $4.7M | Reduce -6.5% |
| KMI Kinder Morgan Inc. | 0.33% | 156,480 | $4.6M | Reduce -0.2% |
| NVDA Nvidia Corp. | 0.33% | 29,080 | $4.6M | Add +0.4% |
| PNC PNC Financial Services Group | 0.33% | 24,400 | $4.5M | Add +12039.3% |
| TRV The Travelers Cos Inc. | 0.31% | 16,365 | $4.4M | Reduce -0.7% |
| GILD Gilead Sciences Inc. | 0.31% | 38,808 | $4.3M | Add +0.1% |
| SBUX Starbucks Corp. | 0.31% | 46,868 | $4.3M | Add +3.7% |
| AEP American Electric Power | 0.31% | 41,169 | $4.3M | Add +0.8% |
| SKYY First Trust Cloud Computing | 0.30% | 34,759 | $4.2M | Add +5.1% |
| PEG Public Service Enterprise GP | 0.30% | 50,085 | $4.2M | Add +4.5% |
| USB US Bancorp | 0.30% | 93,131 | $4.2M | Add +3.7% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.30% | 43,058 | $4.2M | New |
| KO The Coca-Cola Co. | 0.30% | 58,319 | $4.1M | Add +1.1% |
| CMCSA Comcast Corp. Class A | 0.30% | 115,481 | $4.1M | Add +0.4% |
| SDY SS SPDR S&P Dividend ETF | 0.30% | 30,309 | $4.1M | Reduce -1.9% |
| GD General Dynamics Corp. | 0.29% | 13,974 | $4.1M | Add +3.3% |
| DKS Dick's Sporting Goods Inc. | 0.29% | 20,601 | $4.1M | New |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.29% | 14,170 | $4.0M | Reduce -1.7% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.29% | 123,271 | $4.0M | Add +2.7% |
| PG The Procter & Gamble Co. | 0.29% | 25,126 | $4.0M | Add +2.5% |
| JNJ Johnson & Johnson | 0.29% | 26,195 | $4.0M | Add +4.0% |
| HD Home Depot Inc. | 0.29% | 10,814 | $4.0M | Add +3.4% |
| XOM Exxon Mobil Corp. | 0.28% | 35,793 | $3.9M | Add +4.1% |
| FNF Fidelity National Financial | 0.28% | 68,374 | $3.8M | Add +136648.0% |
| MRK Merck & Co. Inc. | 0.27% | 48,157 | $3.8M | Reduce -3.4% |
| O Realty Income Corp. | 0.27% | 64,791 | $3.7M | Add +1.0% |
| HACK Amplify Cybersecurity ETF | 0.26% | 42,605 | $3.7M | Add +4.2% |
| MCD McDonald's Corp. | 0.26% | 12,544 | $3.7M | Add +1.8% |
| PEP Pepsico Inc. | 0.26% | 27,696 | $3.7M | Add +4.4% |
| MSM MSC Industrial Direct Co. Class A | 0.26% | 42,609 | $3.6M | Add +7.6% |
| LMT Lockheed Martin Corp. | 0.26% | 7,721 | $3.6M | Add +2.8% |
| AIRR First Trust Rba American Ind | 0.25% | 43,289 | $3.5M | Add +4.8% |
| PRU Prudential Financial Inc. | 0.24% | 31,100 | $3.3M | Add +5.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 5,078 | $3.1M | Reduce -17.9% |
| IVV iShares Core S&P 500 ETF | 0.22% | 4,933 | $3.1M | Reduce -3.3% |
| EOG EOG Resources Inc. | 0.22% | 25,573 | $3.1M | Add +7.1% |
| GIS General Mills Inc. | 0.22% | 58,973 | $3.1M | Add +0.1% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $104 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 5 | $104 | Reduce -68.8% |
Lines left out (7) · $195 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| ZS Zscaler Inc. | COM | 0 | $82 |
| TOL Toll Brothers Inc. | COM | 0 | $55 |
| EUDG Wisdomtree Europe Quality Di | EURO QTLY DIV GR | 0 | $15 |
| 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 | $11 |
| MU Micron Technology Inc. | COM | 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: $1.4B.
Portfolio Sells Q1 2025 → Q2 2025
| ELV Elevance Health Inc. | Reduce -99.6% | 0.00% | −1.52 |
| RNG Ringcentral Inc. Class A | Sold out | 0.00% | −0.98 |
| RSP Invesco S&P 500 Equal Weight | Reduce -49.9% | 0.97% | −0.97 |
| CAG Conagra Brands Inc. | Reduce -13.6% | 0.81% | −0.48 |
| AAPL Apple Inc. | Reduce -2.2% | 2.83% | −0.48 |
| NFG National Fuel Gas Co. | Reduce -23.3% | 1.43% | −0.41 |
| AMGN Amgen Inc. | Reduce -4.8% | 1.67% | −0.39 |
| XLV SS Health Care Select Sector | Reduce -93.0% | 0.02% | −0.35 |
| TMUS T-Mobile US Inc. | Reduce -3.3% | 1.55% | −0.34 |
| VONG Vanguard Russell 1000 Growth | Reduce -18.9% | 2.95% | −0.31 |
| POR Portland General Electric Co. | Sold out | 0.00% | −0.29 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.29 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.28 |
| PGR Progressive Corp. | Reduce -3.9% | 1.71% | −0.28 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -1.6% | 1.56% | −0.26 |
| SON Sonoco Products Co. | Reduce -1.5% | 1.54% | −0.25 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.24 |
| MCHP Microchip Technology Inc. | Reduce -99.1% | 0.00% | −0.24 |
| MGY Magnolia Oil & Gas Corp. Class A | Reduce -0.2% | 1.16% | −0.22 |
| VZ Verizon Communications Inc. | Reduce -1.9% | 1.68% | −0.21 |
| AIZ Assurant Inc. | Reduce -1.3% | 1.35% | −0.18 |
| TGT Target Corp. | Reduce -11.5% | 0.65% | −0.17 |
| DOX Amdocs Ltd. | Reduce -2.3% | 1.59% | −0.13 |
| DRI Darden Restaurants Inc. | Reduce -7.0% | 1.51% | −0.12 |
| CI The Cigna Group | Reduce -3.1% | 1.45% | −0.12 |
| SSNC Ss&c Technologies Holdings | Reduce -1.4% | 1.35% | −0.11 |
| MET Metlife Inc. | Reduce -0.5% | 1.65% | −0.10 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -2.2% | 1.48% | −0.08 |
| ROST Ross Stores Inc. | Reduce -0.8% | 1.21% | −0.08 |
| MRK Merck & Co. Inc. | Reduce -3.4% | 0.27% | −0.07 |
| HEDJ Wisdomtree Europe Hedged Equ | Reduce -7.2% | 0.49% | −0.06 |
| XLE SS Energy Select Sector | Reduce -0.1% | 0.36% | −0.06 |
| COR Cencora Inc. | Reduce -4.7% | 1.86% | −0.05 |
| SCHD Schwab US DVD Equity ETF | Reduce -53.2% | 0.03% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -99.2% | 0.00% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -17.9% | 0.23% | −0.04 |
| T AT&T Inc. | Reduce -6.5% | 0.34% | −0.03 |
| V Visa Inc. Class A | Reduce -14.9% | 0.12% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -4.1% | 0.15% | −0.03 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -63.1% | 0.01% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Reduce -1.9% | 0.30% | −0.02 |
| ORLY O'reilly Automotive Inc. | Reduce -22.4% | 0.04% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.02 |
| TRV The Travelers Cos Inc. | Reduce -0.7% | 0.31% | −0.02 |
| VGK Vanguard Ftse Europe ETF | Sold out | 0.00% | −0.01 |
| CPLS AB Core Plus Bond ETF | Reduce -6.5% | 0.10% | −0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -2.3% | 0.19% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -11.1% | 0.34% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -15.7% | 0.06% | −0.01 |
| KMI Kinder Morgan Inc. | Reduce -0.2% | 0.33% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| CFG Citizens Financial Group | New | 1.64% | +1.64 |
| GLW Corning Inc. | Add +20224300.0% | 1.53% | +1.53 |
| USMV iShares MSCI USA Min Vol Fac | New | 0.92% | +0.92 |
| LRGG Nomura Focused Large Growth | Add +48.0% | 1.61% | +0.57 |
| AIQ Global X Art Intel & Tech | Add +7.2% | 1.97% | +0.36 |
| PNC PNC Financial Services Group | Add +12039.3% | 0.33% | +0.32 |
| DELL Dell Technologies -C | Add +0.3% | 1.42% | +0.31 |
| TROW T Rowe Price Group Inc. | New | 0.30% | +0.30 |
| DKS Dick's Sporting Goods Inc. | New | 0.29% | +0.29 |
| FNF Fidelity National Financial | Add +136648.0% | 0.28% | +0.28 |
| KBWB Invesco KBW Bank ETF | Add +15.3% | 1.31% | +0.26 |
| JPST JPMorgan Ultra-Short Income | Add +32.3% | 1.23% | +0.25 |
| ISRG Intuitive Surgical Inc. | New | 0.10% | +0.10 |
| NVDA Nvidia Corp. | Add +0.4% | 0.33% | +0.09 |
| NTAP Netapp Inc. | Add +5.9% | 0.37% | +0.07 |
| IGV iShares Expanded Tech-Softwa | Add +4.1% | 0.34% | +0.06 |
| SKYY First Trust Cloud Computing | Add +5.1% | 0.30% | +0.05 |
| STT State Street Corp. | Add +1.9% | 0.34% | +0.04 |
| CAT Caterpillar Inc. | Add +1.9% | 0.35% | +0.04 |
| HACK Amplify Cybersecurity ETF | Add +4.2% | 0.26% | +0.04 |
| JTEK JPMorgan US Tech Leaders | Add +4.5% | 0.21% | +0.04 |
| TDG Transdigm Group Inc. | New | 0.04% | +0.04 |
| AIRR First Trust Rba American Ind | Add +4.8% | 0.25% | +0.04 |
| SOXX iShares Semiconductor ETF | Add +5.9% | 0.16% | +0.03 |
| IDEV iShares Core MSCI Dev MKTS | Add +15257.1% | 0.03% | +0.03 |
| MSM MSC Industrial Direct Co. Class A | Add +7.6% | 0.26% | +0.03 |
| USB US Bancorp | Add +3.7% | 0.30% | +0.02 |
| GD General Dynamics Corp. | Add +3.3% | 0.29% | +0.01 |
| QCOM Qualcomm Inc. | Add +4.0% | 0.40% | +0.01 |
| IHI iShares U.S. Medical Devices | Add +4.4% | 0.17% | +0.01 |
| APO Apollo Global Management Inc. | Add +12.6% | 0.04% | +0.00 |
| JNK SS SPDR BB High Yield Bond | New | 0.00% | +0.00 |
| PEG Public Service Enterprise GP | Add +4.5% | 0.30% | +0.00 |
| SLQD iShares 0-5 YR Inv GRD Corp. | New | 0.00% | +0.00 |
| STWD Starwood Property Trust Inc. | Add +4.1% | 1.58% | +0.00 |
| LMT Lockheed Martin Corp. | Add +2.8% | 0.26% | +0.00 |
| MOAT Vaneck Morningstar Wide Moat | Add +483.9% | 0.00% | +0.00 |
| CDW CDW Corp. | Add +1.2% | 0.03% | +0.00 |
| AGG iShares Core U.S. Aggregate | Add +18.1% | 0.01% | +0.00 |
| BAC Bank of America Corp. | Add +512.5% | 0.00% | +0.00 |
| VYM Vanguard High DVD Yield ETF | Add +0.0% | 0.00% | +0.00 |
| BNDX Vanguard Total Intl Bond ETF | Add +4.5% | 0.20% | +0.00 |
| FALN iShares Fallen Angels ETF | Add +5.9% | 0.06% | +0.00 |
| NEE Nextera Energy Inc. | New | 0.00% | +0.00 |
| ASPIRE BIOPHARMA HLDGS INC | New | 0.00% | +0.00 |
| XLF SS Financial Select Sector | Add +3.4% | 0.02% | +0.00 |
| XLC SS Comm Select Sector SPDR | Add +4.7% | 0.00% | +0.00 |
| RSPM Invesco S&P 500 Equal Weight | New | 0.00% | +0.00 |
| MTB M & T Bank Corp. | New | 0.00% | +0.00 |
| XLB SS Materials Select Sector | Add +14.9% | 0.00% | +0.00 |
Notes & Other Activity Q1 2025 → Q2 2025
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Reduce -68.8% | 5 | $104 |
| MTH Meritage Homes Corp. | COM | Sold out | 0 | $0before exit |
| NEM Newmont Corp. | COM | 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 |