IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Valley Wealth Managers, Inc.

Q4 2022 Holdings

Filed 2023-02-01 | 624 holdings | $1.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Southern Co COM(SO)Stock842587107$21.4K3000.0%
Snap on Inc COM(SNA)Stock833034101$22.8K1000.0%
Laboratory Corp Amer Hldgs COM NewStock50540R409$23.5K1000.0%
3M Co COM(MMM)Stock88579Y101$24.0K2000.0%
CSX Corp COM(CSX)Stock126408103$24.8K8000.0%
Gallagher Arthur J & Co COM(AJG)Stock363576109$27.0K1430.0%
Real Estate Select Sector Spdr Fund(XLRE)ETF81369Y860$27.3K7380.0%
Ishares Core U.S. Aggregate Bond ETF(AGG)ETF464287226$29.1K3000.0%
Enbridge Inc COM(ENB)Stock29250N105$29.2K7470.0%
Kraft Heinz Co COM(KHC)Stock500754106$30.4K7460.0%
Paychex Inc COM(PAYX)Stock704326107$30.6K2650.0%
Dominion Energy Inc COM(D)Stock25746U109$30.7K5000.0%
Teleflex Incorporated COM(TFX)Stock879369106$31.2K1250.0%
CMS Energy Corp COM(CMS)Stock125896100$31.7K5000.0%
Paypal Hldgs Inc COM(PYPL)Stock70450Y103$31.7K4450.0%
Schwab U.S. Broad Market ETF(SCHB)ETF808524102$32.7K7300.0%
Stanley Black & Decker Inc COM(SWK)Stock854502101$33.2K4420.0%
Ishares U.S. Real Estate ETF(IYR)Com464287739$35.0K4160.0%
Constellation Brands Inc CL A(STZ)Stock21036P108$35.2K1520.0%
Ford MTR Co del COM(F)Stock345370860$35.5K3,0500.0%
Nvidia Corporation COM(NVDA)Stock67066G104$36.9K2520.0%
Vanguard Dividend Appreciation ETF(VIG)ETF921908844$37.2K2450.0%
Schwab U.S. Large-Cap Growth ETF(SCHG)ETF808524300$37.6K6760.0%
Allstate Corp COM(ALL)Stock020002101$38.4K2830.0%
Oneok Inc New COM(OKE)Stock682680103$38.6K5880.0%
Lowes COS Inc COM(LOW)Stock548661107$40.4K2030.0%
Analog Devices Inc COM(ADI)Stock032654105$41.0K2500.0%
Spdr Gold Shares(GLD)ETF78463V107$42.1K2480.0%
PNC Finl Svcs Group Inc COM(PNC)Stock693475105$43.4K2750.0%
Wisdomtree U.S. Largecap Dividend Fund(DLN)ETF97717W307$43.9K7080.0%
Occidental Pete Corp COM(OXY)Stock674599105$44.1K7000.0%
US Bancorp del COM New(USB)Stock902973304$44.2K1,0130.0%
Altria Group Inc COM(MO)Stock02209S103$44.9K9820.0%
Xcel Energy Inc COM(XEL)Stock98389B100$47.0K6710.0%
Ishares Msci USA ESG Select ETF(SUSA)ETF464288802$48.4K5880.0%
Vanguard Tax-Exempt Bond ETF(VTEB)ETF922907746$49.3K9960.0%
Bank America Corp COM(BAC)Stock060505104$49.7K1,5000.0%
Norfolk Southn Corp COM(NSC)Stock655844108$50.0K2030.0%
Philip Morris Intl Inc COM(PM)Stock718172109$50.6K5000.0%
Astrazeneca PLC Sponsored ADR(AZN)ADR046353108$50.9K7500.0%
Ecolab Inc COM(ECL)Stock278865100$50.9K3500.0%
Kroger Co COM(KR)Stock501044101$51.3K1,1500.0%
BlackRock Inc COM(BLKCHF)Stock09247X101$53.1K750.0%
Booking Holdings Inc COM(BKNG)Stock09857L108$54.4K270.0%
Ishares U.S. Pharmaceuticals ETF(IHE)ETF464288836$55.8K3000.0%
Enterprise Prods Partners L P COM(EPD)Stock293792107$59.7K2,4750.0%
Illinois Tool WKS Inc COM(ITW)Stock452308109$60.6K2750.0%
Ishares Russell 2000 Value ETF(IWN)ETF464287630$60.7K4380.0%
Fiserv Inc COM(FISV)Stock337738108$63.2K6250.0%
Entegris Inc COM(ENTG)Stock29362U104$64.0K9760.0%
PreviousPage 5 of 10Next