IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Valley Wealth Managers, Inc.

Q3 2020 Holdings

Filed 2020-11-03 | 261 holdings | $49.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Zoetis Inc(ZTS)COM98978V103$1.0K6,2500.0%
Intel Corporation(INTC)COM458140100$1.1K20,6380.0%
Vanguard Value ETF(VTV)COM922908744$1.1K10,2760.0%
Vanguard Small-Cap Growth ETF(VBK)COM922908595$1.3K5,8870.0%
Ishare Core S&P 500 ETF(IVV)COM464287200$1.3K3,8730.0%
Valley National Bancorp(VLY)COM919794107$1.4K198,3380.0%
Disney, Walt Company(DIS)COM254687106$1.4K11,1820.0%
Amazon Inc(AMZN)COM023135106$1.4K4420.0%
Paychex Inc(PAYX)COM704326107$1.5K19,2700.0%
Vanguard Msci Emerging Markets(VWO)COM922042858$1.6K36,6180.0%
Alphabet Class A(GOOGL)COM02079K305$1.6K1,0860.0%
National Retail Properties Inc(NNN)COM637417106$1.6K46,1300.0%
Vanguard Information Technolog(VGT)COM92204A702$1.9K5,9860.0%
Ishares S&P 500 Growth Index F(IVW)COM464287309$1.9K8,1320.0%
First Horizon Natl Corp(FHN)COM320517105$1.9K202,2750.0%
Ishares Russell 2000 Index ETF(IWM)COM464287655$2.0K13,0440.0%
Broadcom Inc Convertible PFD 8CONVERTIBLE PREF11135F200$2.0K1,5710.0%
Prudential Financial Inc(PRU)COM744320102$2.0K31,4800.0%
Metlife Inc(MET)COM59156R108$2.1K57,0250.0%
Mid-America APT Communities in(MAA)COM59522J103$2.2K19,3050.0%
Truist Financial Corporation(TFC)COM89832Q109$2.3K59,2620.0%
Portland General Electric Comp(POR)COM736508847$2.3K63,7900.0%
Kinder Morgan Inc(KMI)COM49456B101$2.3K184,3600.0%
PPL Corp(PPL)COM69351T106$2.3K83,7400.0%
Ishares Core Msci Eafe ETF(IEFA)COM46432F842$2.3K38,3150.0%
Sonoco Products Co(SON)COM835495102$2.3K45,4550.0%
Medical Properties Trust Inc(MPT)COM58463J304$2.4K133,7700.0%
Genuine Parts Co(GPC)COM372460105$2.4K24,8520.0%
American Electric Power Co(AEP)COM025537101$2.4K29,1330.0%
Gilead Sciences Inc(GILD)COM375558103$2.4K37,8870.0%
Netapp Inc(NTAP)COM64110D104$2.4K54,8650.0%
HP Inc(HPQ)COM40434L105$2.4K128,0470.0%
Vanguard Mid-Cap Growth ETF(VOT)COM922908538$2.4K13,5880.0%
MSC Industrial Direct Co Inc(MSM)COM553530106$2.5K38,7930.0%
Lyondellbasell Industries N V(LYB)COMN53745100$2.5K35,1870.0%
Ishares Core S&P Mid-Cap ETF(IJH)COM464287507$2.5K13,6840.0%
Life Storage Inc(SSS1EUR)COM53223X107$2.5K24,1220.0%
Travelers Companies Inc(TRV)COM89417E109$2.5K23,4770.0%
International Business Machine(IBM)COM459200101$2.6K21,1390.0%
Quest Diagnostics Inc(DGX)COM74834L100$2.6K22,5970.0%
Bristol-Myers Squibb Company(BMY)COM110122108$2.6K43,7220.0%
Kroger Co(KR)COM501044101$2.8K82,9100.0%
A T & T Inc(T)COM00206R102$2.8K99,8210.0%
MC Donald's Corporation(MCD)COM580135101$2.8K12,9690.0%
Bank of America Corporation(BAC)COM060505104$2.9K118,7510.0%
Public Service Enterprise Grou(PEG)COM744573106$2.9K52,3160.0%
United Parcel Service Inc(UPS)COM911312106$3.2K18,9050.0%
Qualcomm Inc(QCOM)COM747525103$3.3K28,4410.0%
Spdr S&P Dividend ETF(SDY)COM78464A763$3.7K39,8760.0%
Pepsico Inc(PEP)COM713448108$4.0K28,7920.0%
PreviousPage 2 of 4Next