Valley Wealth Managers, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| INTUIT INC. | $686.9K | 0.0% |
| Trane Technologies plc | $667.1K | 0.0% |
| VALLEY NATIONAL BANCORP | $658.8K | 0.0% |
| MSCI Inc. | $656.9K | 0.0% |
| SHERWIN WILLIAMS CO | $637.4K | 0.0% |
| Fortinet Inc | $624.1K | 0.0% |
| ServiceNow Inc | $623.3K | 0.0% |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $617.9K | 0.0% |
| TransDigm Group Inc. | $590.5K | 0.0% |
| AUTOMATIC DATA PROCESSING INC | $590.1K | 0.0% |
| VANGUARD SHORT-TERM TREASURY ETF | $588.7K | 0.0% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $556.1K | 0.0% |
| SYNOPSYS INC | $545.8K | 0.0% |
| iShares MSCI UAE ETF | $531.6K | 0.0% |
| Warren E. Buffett | $466.0K | 0.0% |
| ISHARES S&P SMALL-CAP 600 VALUE ETF | $387.8K | 0.0% |
| Vertiv Holdings Co | $387.5K | 0.0% |
| Tesla Inc | $335.5K | 0.0% |
| ISHARES RUSSELL 1000 VALUE ETF | $317.8K | 0.0% |
| INVESCO VARIABLE RATE PREFERRED ETF | $316.4K | 0.0% |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $309.1K | 0.0% |
| Walmart Inc. | $305.4K | 0.0% |
| ISHARES 3-7 YEAR TREASURY BOND ETF | $297.4K | 0.0% |
| INTEL CORP | $260.1K | 0.0% |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $237.4K | 0.0% |
| STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $223.9K | 0.0% |
| SPDR GOLD SHARES | $214.8K | 0.0% |
| Mastercard Inc | $199.8K | 0.0% |
| Booking Holdings Inc | $198.1K | 0.0% |
| STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $191.3K | 0.0% |
| CATERPILLAR INC | $166.1K | 0.0% |
| VANGUARD GROWTH ETF | $142.9K | 0.0% |
| iShares MSCI UAE ETF | $132.2K | 0.0% |
| F&G Annuities & Life, Inc.FG | $125.1K | 0.0% |
| ISHARES CORE U.S. AGGREGATE BOND ETF | $119.7K | 0.0% |
| The Boeing Company | $111.4K | 0.0% |
| Philip Morris International Inc. | $106.0K | 0.0% |
| ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $100.0K | 0.0% |
| Eaton Corp plc | $96.8K | 0.0% |
| Sempra | $95.7K | 0.0% |
| LOWES COMPANIES INC | $94.1K | 0.0% |
| VANGUARD TOTAL BOND MARKET ETF | $92.7K | 0.0% |
| GE Vernova Inc. | $89.5K | 0.0% |
| iShares MSCI UAE ETF | $86.0K | 0.0% |
| ISHARES U.S. MEDICAL DEVICES ETF | $85.0K | 0.0% |
| Walt Disney Co | $82.5K | 0.0% |
| ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $82.0K | 0.0% |
| ABBOTT LABORATORIES | $80.4K | 0.0% |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $76.8K | 0.0% |
| ISHARES U.S. PHARMACEUTICALS ETF | $76.3K | 0.0% |