Valley-Forge-Investment-Consultants-Inc-Adv
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, "GOOGL", "GLTR", "LWLG", "DLTH", null, "META", "IJH", null, "LBTYK", "MSFT", "HSY", "IJR", "PAYX", "VGIT", "IWF", "IEMG", "IVV", "AAPL", "SPY", "EFAV", "NVDA", "LMT", "SPRY", "MGA", null, "IEFA", null, "SCHX", null, "VO", "VV", "VWO", "VCIT", "VIG", "IWN", "VYM", "GM", "IWR", null, "AMZN", "SCHB", null, null, "VUG", "VBK", "VTEB", "VOT", "VT", "VB", "VOO", "VTV", "IUSG", "SCHD", "SCHG", null, "SCHF", "SCHA", null, null, "IUSV", "FDX", "BRK-A", "BRK-B", "CVX", "CB", "C", "COST", "DFAX", "DFAC", "IJJ", "VMC", "VOD", "USMV", "IWB", "QQQ", "IWM", "GOOG", "JNJ", "LLY", "PM", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-08
- Total Holdings
- 85
- Total Value
- 280944088
- Accession Number
- 0000920655-25-000003
- Form Type
- 13F-HR
- Manager Name
- Valley-Forge-Investment-Consultants-Inc-Adv
Data Enrichment
82% identified70 identified15 unidentified
Holdings
85 positions • $280.9M total value
Manager:
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Page 5 of 5
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
CHEVRON CORP(CVXcusip166764100) | 100 | QoQ 0.00% (+0)YoY -44.44% (-80) | All Managers (Combined) | $16.7K | 0.0% ($16.7K/$280.9M) | |
FEDEX CORP(FDXcusip31428X106) | 50 | QoQ -13.79% (-8)YoY 0.00% (-0) | All Managers (Combined) | $12.2K | 0.0% ($12.2K/$280.9M) | |
| 643 | All Managers (Combined) | $7.7K | 0.0% ($7.7K/$280.9M) | |||
| 155 | All Managers (Combined) | $5.3K | 0.0% ($5.3K/$280.9M) | |||
| 67 | All Managers (Combined) | $628 | 0.0% ($628/$280.9M) |