IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Valley Wealth Managers, Inc.

Q1 2020 Holdings

Filed 2020-04-24 | 259 holdings | $34.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Stanley Black and Decker Inc(SWK)COM854502101$5725,7190.0%
Ishares DOW Jones U S Real EST(IYR)COM464287739$5968,5670.0%
Paypal Holdings Inc(PYPL)COM70450Y103$5976,2450.0%
Mondelez International Inc(MDLZ)COM609207105$60111,9930.0%
Ishares Core S&P 500 ETF(IVV)COM464287200$6082,3540.0%
Emerson Electric Co(EMR)COM291011104$61812,9710.0%
Technology Select Sector Spdr(XLK)COM81369Y803$6508,0840.0%
Waste Management Inc(WM)COM94106L109$6787,3240.0%
Health Care Select Sector Spdr(XLV)COM81369Y209$6857,7330.0%
Ishares S&P 500 Growth Index F(IVW)COM464287309$7704,6670.0%
Unitedhealth Group Inc(UNH)COM91324P102$7933,1790.0%
Amazon Inc(AMZN)COM023135106$9945100.0%
EPR Properties(EPR)COM26884U109$1.1K43,7350.0%
Abbott Laboratories(ABT)COM002824100$1.2K14,5850.0%
Zoetis Inc(ZTS)COM98978V103$1.2K9,8660.0%
Vanguard Information Technolog(VGT)COM92204A702$1.2K5,5470.0%
Vanguard Msci Emerging Markets(VWO)COM922042858$1.2K35,2000.0%
Intel Corporation(INTC)COM458140100$1.3K23,1380.0%
Disney, Walt Company(DIS)COM254687106$1.3K13,9070.0%
Alphabet Class A(GOOGL)COM02079K305$1.4K1,2300.0%
Ishares Russell 2000 Index ETF(IWM)COM464287655$1.5K13,0630.0%
Ishares Core Msci Eafe ETF(IEFA)COM46432F842$1.5K30,0690.0%
Vanguard Mid-Cap Growth ETF(VOT)COM922908538$1.5K12,0170.0%
Valley National Bancorp(VLY)COM919794107$1.5K208,7840.0%
National Retail Properties Inc(NNN)COM637417106$1.6K48,9700.0%
Prudential Financial Inc(PRU)COM744320102$1.7K31,9100.0%
First Horizon Natl Corp(FHN)COM320517105$1.7K206,9450.0%
Metlife Inc(MET)COM59156R108$1.8K57,4550.0%
Truist Financial Corporation(TFC)COM89832Q109$1.9K60,3130.0%
General Motors Corp(GM)COM37045V100$1.9K91,3270.0%
Broadcom Inc Convertible PFD 8CONVERTIBLE PREF11135F200$1.9K2,0840.0%
Lyondellbasell Industries N V(LYB)COMN53745100$2.0K39,6620.0%
Quest Diagnostics Inc(DGX)COM74834L100$2.0K24,7280.0%
PPL Corp(PPL)COM69351T106$2.2K87,5050.0%
Mid-America APT Communities in(MAA)COM59522J103$2.2K21,0580.0%
Ishares Core S&P Mid-Cap ETF(IJH)COM464287507$2.2K15,0980.0%
Maxim Integrated Products Inc(MXIM)COM57772K101$2.2K45,9080.0%
Walgreens Boots Alliance Inc(WBA)COM931427108$2.3K49,3150.0%
American Electric Power Co(AEP)COM025537101$2.3K28,5130.0%
International Business Machine(IBM)COM459200101$2.3K21,1120.0%
Sonoco Products Co(SON)COM835495102$2.4K51,0470.0%
HP Inc(HPQ)COM40434L105$2.4K138,2070.0%
MC Donald's Corporation(MCD)COM580135101$2.4K14,5260.0%
MSC Industrial Direct Co Inc(MSM)COM553530106$2.4K44,5400.0%
Medical Properties Trust Inc(MPT)COM58463J304$2.5K142,3900.0%
Travelers Companies Inc(TRV)COM89417E109$2.5K24,9280.0%
United Parcel Service Inc(UPS)COM911312106$2.5K27,1390.0%
Bristol-Myers Squibb Company(BMY)COM110122108$2.7K48,4890.0%
Bank of America Corporation(BAC)COM060505104$2.8K130,2130.0%
Gilead Sciences Inc(GILD)COM375558103$2.8K37,3150.0%
PreviousPage 2 of 4Next