Valley Wealth Managers, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ASTRAZENECA PLC ORD | $75.4K | 0.0% |
| GSK PLC SPONSORED ADR | $74.0K | 0.0% |
| STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | $71.6K | 0.0% |
| STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $67.8K | 0.0% |
| Phillips 66 | $64.5K | 0.0% |
| SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $63.3K | 0.0% |
| ISHARES PREFERRED & INCOME SECURITIES ETF | $62.3K | 0.0% |
| Elevance Health Inc | $61.3K | 0.0% |
| ALLSTATE CORP | $58.9K | 0.0% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $58.4K | 0.0% |
| ASML HLDG NV N Y REGISTRY SHS | $56.7K | 0.0% |
| VANGUARD DIVIDEND APPRECIATION ETF | $53.8K | 0.0% |
| Apple Hospitality REIT, Inc. | $53.8K | 0.0% |
| SCHWAB US DIVIDEND EQUITY ETF | $53.6K | 0.0% |
| EMERSON ELECTRIC CO | $51.9K | 0.0% |
| SCHWAB CHARLES CORP | $50.0K | 0.0% |
| WELLS FARGO & COMPANY/MN | $49.5K | 0.0% |
| ANALOG DEVICES INC | $48.8K | 0.0% |
| ISHARES ESG OPTIMIZED MSCI USA ETF | $48.8K | 0.0% |
| EBAY INC | $48.2K | 0.0% |
| Arthur J. Gallagher & Co. | $45.0K | 0.0% |
| STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $44.6K | 0.0% |
| ARK INNOVATION ETF | $44.5K | 0.0% |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $44.1K | 0.0% |
| FRANKLIN MUNICIPAL INCOME ETF | $43.3K | 0.0% |
| VANECK SHORT MUNI ETF | $41.9K | 0.0% |
| ALTRIA GROUP, INC. | $41.4K | 0.0% |
| Parker-Hannifin Corp | $41.3K | 0.0% |
| STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $39.2K | 0.0% |
| ConocoPhillips | $37.4K | 0.0% |
| VANGUARD TOTAL STOCK MARKET ETF | $36.9K | 0.0% |
| Bank of New York Mellon Corp/The | $34.8K | 0.0% |
| Zoetis Inc. | $34.0K | 0.0% |
| NOVARTIS AG SPONSORED ADR | $33.8K | 0.0% |
| RTX Corp | $32.8K | 0.0% |
| 3M CO | $32.0K | 0.0% |
| TRACTOR SUPPLY CO /DE | $32.0K | 0.0% |
| CALAMOS DYNAMIC CONV & INCOME COM | $31.3K | 0.0% |
| TRUIST FINANCIAL CORP | $30.5K | 0.0% |
| CINTAS CORP | $30.1K | 0.0% |
| Medtronic plc | $29.6K | 0.0% |
| SYSCO CORP | $29.5K | 0.0% |
| AMERICAN EXPRESS CO | $28.1K | 0.0% |
| GABELLI DIVID & INCOME TR COM | $27.8K | 0.0% |
| CSX CORP | $27.2K | 0.0% |
| Rockwell Automation Inc | $25.3K | 0.0% |
| SoFi Technologies, Inc. | $25.2K | 0.0% |
| FORD MOTOR CO | $23.4K | 0.0% |
| BANK OF AMERICA CORP /DE | $21.6K | 0.0% |
| Ingredion Inc | $21.2K | 0.0% |