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 TPR
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,755,725 | 189,609 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $32,943,065 | 257,831 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $29,577,478 | 261,239 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $23,477,319 | 267,365 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $19,215,662 | 272,911 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $26,454,664 | 404,939 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $19,971,432 | 425,105 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $17,812,278 | 416,272 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $20,397,359 | 429,599 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $16,427,603 | 446,281 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $12,444,753 | 432,861 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $18,651,083 | 435,773 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $19,293,880 | 447,550 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $18,115,493 | 475,722 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $13,791,051 | 485,088 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $14,432,602 | 472,890 | Shares | Defined | 2022-11-16 | |
| 2022-03-31 | $17,231,135 | 463,826 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $19,011,518 | 468,264 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $17,206,414 | 464,787 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $20,300,290 | 466,888 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $20,101,001 | 487,770 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $16,271,623 | 523,540 | Shares | Sole | 2021-02-02 | |
| No 13F history on record for this holder in this stock. | ||||||