Valley-Wealth-Managers
AI_NATIVE detailed information: This accession holds the following tickers:[ "OSBC", "MGY", "MTCH", "RNG", null, null, null, null, null, null, "MASI", null, "SPR", "PBA", "MU", null, "ACN", "ZS", "KBH", "MMM", "ABT", "ABBV", "BABA", "PAA", null, "NGVT", "KTB", "VONG", "ALL", "GOOGL", null, "AXP", "T", "CAT", "AVGO", "LOW", null, "COF", "EBAY", "WTRG", "EOG", null, null, null, null, null, "GD", null, "PRTA", "GILD", "GIS", "HLT", "HON", "HD", "CCD", "HPQ", "AZN", null, "MCD", "QCOM", null, null, null, null, "HUBB", null, "LEN", "AMAT", "EMR", "BKNG", null, "ICE", "MUB", "META", null, null, null, null, "IVW", "MD", null, "SWK", null, null, null, "KMI", null, null, null, null, "MA", "RTO", "MSFT", "MS", "TMUS", "DXC", "FICO", "FTV", "GE", "HAS", "NVS", "OXY", null, "OMC", null, "ORLY", "ANET", "KLAC", "IWD", "ORCL", "KHC", null, null, null, null, null, "IWF", "PANW", "PYPL", "PEP", "PNC", "VGSH", "PGR", "IVV", null, "IYR", "PHM", "DOW", "UNH", "AAPL", "SPY", null, null, "NVDA", "HPE", "INTC", "OGN", "GEHC", "PRU", "PFE", "LMT", "PG", "MRK", "VZ", "LPLA", "MKC", "AMGN", "REGN", "IEFA", "WORX", null, null, "NOW", "SHW", "SHOP", "SRE", "O", "ROST", "SHEL", "SPDW", "GLD", "STX", null, null, "IBM", "SSNC", null, "SBUX", "SNPS", "ERIC", "CI", "TPR", "TXN", "TGT", "TMO", "TJX", "TRV", "UL", "UPS", "BIV", "VO", "NEM", "MET", "VOE", "POR", "ALC", null, null, "VWO", "GDV", null, "VCIT", null, "APLE", "VIG", "TTE", "TSCO", "ULTA", "XLB", "GT", "IWN", null, "IEF", null, "GSK", null, null, null, null, "VTR", "VYM", "DD", "VRTX", null, "TT", "NFG", "MSM", "VNT", "STWD", null, "TOL", "APH", "AMD", "SONY", "VFC", "SDY", "DRI", "TAP", "F", "AJG", "FTNT", "VLY", "AIZ", "GSLC", "AEP", "BKR", null, "RACE", "PEG", "DHI", "AMZN", null, "CLF", "IVE", "HCA", null, "DOX", null, null, "VGT", "USB", null, "VUG", "VGK", null, null, "VGLT", "VBK", "BNDX", "MGV", "VTEB", "BND", "VBR", "VOT", "BSV", "VOO", "VTV", "VEEV", "VTRS", "V", "VICI", "WBD", "WMT", "WBA", "WU", "WFC", null, "YUMC", "YUM", "XTNT", "SOLV", null, null, "FNF", "SCHD", "DVY", "SCHG", null, null, "SCHA", "JD", "JNPR", "MSCI", "MGM", "EMBC", "TAK", "TTD", "ON", "SON", null, "SW", "PSX", "PSO", null, "SYY", null, null, null, "FTDR", "LYB", "HBI", "GEV", "MELI", "ZM", "MTH", "NTAP", "FDX", "ADP", "BAC", "BRK-B", "BAX", "BDX", "BA", "BAH", null, "BCX", "BHF", "BFH", "BMY", "BR", "CACI", "CRI", "CDW", "CNC", "CC", "CVX", "CHTR", "CMG", "CTAS", "CSCO", "C", "KO", "COIN", "CMCSA", "CAG", "COP", "STZ", "COST", "GLW", "CTVA", "CRSP", "CVS", "CSX", "CCK", "DELL", "DE", "DAL", "RSP", null, null, "NKE", "STT", "QQQ", "IWM", "DIS", "ELV", "ETN", "GOOG", "XOM", "JNJ", "LLY", "NFLX", "PM", "APO", "MO", "XLK", "MCHP", "VTI", "JPM", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-07
- Total Holdings
- 501
- Total Value
- 1291197753
- Accession Number
- 0000924166-25-000006
- Form Type
- 13F-HR
- Manager Name
- Valley-Wealth-Managers
Data Enrichment
79% identified397 identified104 unidentified
Holdings
501 positions
Manager:
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Page 9 of 19
78468R408
Shares:19.5K
Value:$490.2K
464287879
Shares:4.2K
Value:$414.2K
46138G870
Shares:15.0K
Value:$363.2K
464288661
Shares:2.7K
Value:$320.2K
81369Y605
Shares:5.0K
Value:$248.3K
81369Y407
Shares:868
Value:$171.4K
81369Y704
Shares:1.2K
Value:$162.5K
464287226
Shares:1.3K
Value:$130.4K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip78468R408)✕ | 19.5K | All Managers (Combined) | $490.2K | ||
3.3K | All Managers (Combined) | $472.1K | |||
2.2K | All Managers (Combined) | $447.4K | |||
(cusip464287879)✕ | 4.2K | All Managers (Combined) | $414.2K | ||
(cusip46138G870)✕ | 15.0K | All Managers (Combined) | $363.2K | ||
671 | All Managers (Combined) | $357.4K | |||
2.1K | All Managers (Combined) | $332.7K | |||
(cusip464288661)✕ | 2.7K | QoQ -2.65% (-74) | All Managers (Combined) | $320.2K | |
Walmart Inc.(WMTcusip931142103) | 3.1K | All Managers (Combined) | $272.4K | ||
(cusip81369Y605)✕ | 5.0K | All Managers (Combined) | $248.3K | ||
454 | QoQ 0.00% (-0) | All Managers (Combined) | $225.9K | ||
SHOPIFY INC.(SHOPcusip82509L107) | 2.1K | All Managers (Combined) | $205.3K | ||
(cusip81369Y407)✕ | 868 | All Managers (Combined) | $171.4K | ||
2.4K | QoQ 0.00% (+0)YoY NEW(+2.4K) | All Managers (Combined) | $169.3K | YoY NEW(+$169.3K) | |
(cusip81369Y704)✕ | 1.2K | YoY -2.59% (-33) | All Managers (Combined) | $162.5K | |
INTEL CORP(INTCcusip458140100) | 7.0K | All Managers (Combined) | $160.1K | ||
1.0K | All Managers (Combined) | $135.8K | |||
(cusip464287226)✕ | 1.3K | QoQ 0.00% (+0) | All Managers (Combined) | $130.4K | |
28 | QoQ 0.00% (-0)YoY +3.70% (+1) | All Managers (Combined) | $129.0K | ||
1.7K | QoQ 0.00% (+0) | All Managers (Combined) | $121.3K |