VALLEY WEALTH MANAGERS, INC.
Top Portfolio Positions
207 positions ·
$1,251,505,630 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
183,348 | $46,531,887 | 3.72% | |
| GLW |
Corning Inc /Ny
Technology
|
306,483 | $41,672,492 | 3.33% | |
| AVGO |
Broadcom Inc.
Technology
|
115,022 | $35,600,458 | 2.84% | |
| HAS |
Hasbro, Inc.
Consumer Cyclical
|
320,301 | $29,980,172 | 2.40% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
384,452 | $29,829,630 | 2.38% | |
| VZ |
Verizon Communications Inc
Communication Services
|
592,575 | $29,747,264 | 2.38% | |
| CFG |
Citizens Financial Group Inc/Ri
Financial Services
|
472,584 | $28,340,861 | 2.26% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
97,848 | $28,137,170 | 2.25% | |
| DELL |
Dell Technologies Inc.
Technology
|
169,973 | $27,897,666 | 2.23% | |
| MSFT |
Microsoft Corp
Technology
|
75,351 | $27,892,678 | 2.23% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DRI
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,156,832 | 102,820 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $18,735,442 | 101,812 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $18,494,234 | 97,154 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $20,966,314 | 96,189 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $21,495,678 | 103,464 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $20,281,254 | 108,636 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $17,721,279 | 107,971 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $15,717,002 | 103,866 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $17,603,067 | 105,313 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $17,866,802 | 108,745 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $14,831,576 | 103,558 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $18,023,754 | 107,875 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $17,368,610 | 111,940 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $16,076,159 | 116,216 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $15,049,006 | 119,134 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $14,966,680 | 132,308 | Shares | Defined | 2022-11-16 | |
| 2022-03-31 | $17,563,625 | 132,107 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $19,716,516 | 130,885 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $20,303,190 | 134,041 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $19,469,664 | 133,363 | Shares | Sole | 2021-08-03 | |
| No 13F history on record for this holder in this stock. | ||||||