VALLEY WEALTH MANAGERS, INC.

CIK
924166
City
PARAMUS
State / Country
NJ

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

25 quarters · across all stocks

Holdings in MSM

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Shares Held

Position Value (USD)

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