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Valley Wealth Managers, Inc.

All holdings · as of Dec 31, 2025

359 positions

CompanyClassValueShares% of portfolio
STATE STREET MATERIALS SELECT SECTOR SPDR ETF$21.0K4640.0%
iShares MSCI UAE ETF$20.9K2400.0%
SONOCO PRODUCTS CO$20.7K4750.0%
OCCIDENTAL PETROLEUM CORP /DE$20.2K4920.0%
Duke Energy Corp$20.0K1710.0%
STATE STREET UTILITIES SELECT SECTOR SPDR ETF$19.3K4520.0%
VANGUARD SMALL CAP VALUE ETF$18.6K880.0%
Circle Internet Group, Inc.CRCLCommon Stock$18.2K2290.0%
LABCORP HOLDINGS INC.$18.1K720.0%
MOLSON COORS BEVERAGE CO$17.2K3690.0%
STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF$15.0K3710.0%
PROSPERITY BANCSHARES INC$14.9K2160.0%
JPMORGAN BETABUILDERS JAPAN ETF$14.8K2250.0%
VANGUARD MORTGAGE-BACKED SECURITIES ETF$14.5K3070.0%
VANGUARD INTERMEDIATE-TERM BOND ETF$14.2K1820.0%
CONSTELLATION BRANDS, INC.$13.8K1000.0%
ILLINOIS TOOL WORKS INC$13.1K530.0%
NEXTERA ENERGY INC$12.8K1600.0%
MODINE MANUFACTURING CO$12.8K960.0%
State Street SPDR S&P Oil & Gas Exploration & Production ETF$12.4K980.0%
LKQ Corp$12.4K4090.0%
VANGUARD MEGA CAP VALUE ETF$12.3K870.0%
Yum! Brands Inc$12.1K800.0%
ISHARES S&P 500 VALUE ETF$12.1K570.0%
PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF$12.0K2370.0%
BROADRIDGE FINANCIAL SOLUTIONS INC$11.6K520.0%
VANGUARD TAX-EXEMPT BOND ETF$11.6K2300.0%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$11.5K380.0%
ISHARES RUSSELL 2000 VALUE ETF$11.4K630.0%
HUNTINGTON BANCSHARES INC /MD$11.4K6550.0%
JPMORGAN BETABUILDERS CANADA ETF$11.3K1220.0%
STANLEY BLACK & DECKER, INC.$11.1K1500.0%
Fastenal Co$11.1K2760.0%
SCHWAB U.S. MID-CAP ETF$10.2K3400.0%
ISHARES NATIONAL MUNI BOND ETF$10.2K950.0%
ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF$10.1K2000.0%
SCHWAB U.S. LARGE-CAP GROWTH ETF$9.9K3040.0%
JPMORGAN BETABUILDERS EUROPE ETF$9.8K1340.0%
ARK GENOMIC REVOLUTION ETF$9.8K3370.0%
iShares MSCI UAE ETF$9.5K4110.0%
MICRON TECHNOLOGY INC$9.4K330.0%
BlackRock, Inc.$8.6K80.0%
PEMBINA PIPELINE CORP COM$8.1K2120.0%
ISHARES U.S. ENERGY ETF$7.7K1630.0%
SPOTIFY TECHNOLOGY S A SHS$7.0K120.0%
VANGUARD MID-CAP ETF$7.0K240.0%
JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF$6.9K1230.0%
Sea Ltd$6.8K530.0%
ISHARES GOLD TRUST$6.7K820.0%
Baker Hughes Co$6.6K1450.0%
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