VALLEY WEALTH MANAGERS, INC.
Top Portfolio Positions
206 positions ·
$1,251,071,954 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 | 2.85% | |
| 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 | 2.27% | |
| 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
Holdings in HAS
Shares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,980,172 | 320,301 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $27,222,442 | 331,981 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $24,827,676 | 327,326 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $29,630,756 | 401,392 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $25,380,611 | 412,760 | Shares | Defined | 2025-05-07 | |
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