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 |
|---|---|---|---|---|
| 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 MSM
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,213,877 | 45,669 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $3,738,160 | 44,449 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $3,989,569 | 43,299 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $3,622,616 | 42,609 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $3,075,109 | 39,592 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $2,868,842 | 38,410 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $3,509,268 | 40,777 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,165,975 | 39,919 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $4,043,656 | 41,670 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $4,535,941 | 44,795 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $4,573,691 | 46,599 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $4,694,826 | 49,274 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $4,323,396 | 51,469 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4,305,262 | 52,696 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $3,770,829 | 51,790 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $3,828,806 | 50,976 | Shares | Defined | 2022-11-16 | |
| 2022-03-31 | $4,149,897 | 48,702 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $3,670,899 | 43,670 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $3,413,126 | 42,563 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,756,008 | 41,859 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $3,536,710 | 39,214 | Shares | Other | 2021-04-22 | |
| 2020-12-31 | $3,171,798 | 37,585 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,454,821 | 38,793 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $3,111,535 | 42,735 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $2,448,363 | 44,540 | Shares | Sole | 2020-04-24 | |
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