IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Valley Wealth Managers, Inc.

Q1 2023 Holdings

Filed 2023-05-03 | 512 holdings | $1.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Novo-Nordisk A S ADR(NVO)ADR670100205$17.8K1120.0%
Ishares Biotechnology ETF(IBB)ETF464287556$17.8K1380.0%
CSX Corp COM(CSX)Stock126408103$18.0K6000.0%
Altria Group Inc COM(MO)Stock02209S103$18.2K4070.0%
Ishares Broad USD High Yield Corporate Bond ETF(USHY)ETF46435U853$18.8K5280.0%
Esco Technologies Inc COM(ESE)Stock296315104$19.1K2000.0%
PPG Inds Inc COM(PPG)Stock693506107$20.0K1500.0%
Gabelli Divid & Income TR COM(XGDVX)CEF36242H104$20.8K1,0000.0%
Southern Co COM(SO)Stock842587107$20.9K3000.0%
Ishares JP Morgan USD Emerging Markets Bond ETF(EMB)ETF464288281$21.1K2440.0%
Vanguard Intermediate-Term Bond ETF(BIV)ETF921937819$21.3K2770.0%
Ishares Gold Trust(IAU)ETF464285204$21.5K5750.0%
Waste Mgmt Inc del COM(WM)Stock94106L109$24.5K1500.0%
Snap on Inc COM(SNA)Stock833034101$24.7K1000.0%
Teleflex Incorporated COM(TFX)Stock879369106$25.3K1000.0%
Constellation Brands Inc CL A(STZ)Stock21036P108$25.5K1130.0%
Lowes COS Inc COM(LOW)Stock548661107$26.4K1320.0%
Gallagher Arthur J & Co COM(AJG)Stock363576109$27.4K1430.0%
Real Estate Select Sector Spdr Fund(XLRE)ETF81369Y860$27.6K7380.0%
Mondelez Intl Inc CL A(MDLZ)Stock609207105$27.9K4000.0%
Kraft Heinz Co COM(KHC)Stock500754106$28.3K7330.0%
Ishares U.S. Real Estate ETF(IYR)Com464287739$29.2K3440.0%
Ishares Core Msci Emerging Markets ETF(IEMG)ETF46434G103$30.0K6140.0%
Paychex Inc COM(PAYX)Stock704326107$30.4K2650.0%
CMS Energy Corp COM(CMS)Stock125896100$30.7K5000.0%
Allstate Corp COM(ALL)Stock020002101$31.4K2830.0%
Wisdomtree U.S. Largecap Dividend Fund(DLN)ETF97717W307$33.9K5480.0%
Ishares Msci USA ESG Select ETF(SUSA)ETF464288802$34.1K3880.0%
Norfolk Southn Corp COM(NSC)Stock655844108$34.1K1610.0%
PNC Finl Svcs Group Inc COM(PNC)Stock693475105$35.0K2750.0%
Stanley Black & Decker Inc COM(SWK)Stock854502101$35.6K4420.0%
Wisdomtree Floating Rate Treasury Fund(USFR)ETF97717Y527$37.2K7390.0%
Vanguard Dividend Appreciation ETF(VIG)ETF921908844$37.7K2450.0%
Vaneck Short Muni ETF(SMB)ETF92189F528$40.9K2,4070.0%
Bank America Corp COM(BAC)Stock060505104$42.9K1,5000.0%
Occidental Pete Corp COM(OXY)Stock674599105$43.7K7000.0%
Enterprise Prods Partners L P COM(EPD)Stock293792107$44.7K1,7250.0%
Xcel Energy Inc COM(XEL)Stock98389B100$45.3K6710.0%
Spdr Gold Shares(GLD)ETF78463V107$45.4K2480.0%
Utilities Select Sector Spdr Fund(XLU)ETF81369Y886$46.0K6800.0%
Nextera Energy Inc COM(NEE)Stock65339F101$46.2K6000.0%
Analog Devices Inc COM(ADI)Stock032654105$49.3K2500.0%
BlackRock Inc COM(BLKCHF)Stock09247X101$50.2K750.0%
Vanguard Tax-Exempt Bond ETF(VTEB)ETF922907746$50.5K9960.0%
Astrazeneca PLC Sponsored ADR(AZN)ADR046353108$52.1K7500.0%
Ishares U.S. Pharmaceuticals ETF(IHE)ETF464288836$52.6K3000.0%
Kimberly-Clark Corp COM(KMB)Stock494368103$53.7K4000.0%
Nvidia Corporation COM(NVDA)Stock67066G104$54.5K1960.0%
Conocophillips COM(COP)Stock20825C104$55.6K5600.0%
Kroger Co COM(KR)Stock501044101$56.8K1,1500.0%
PreviousPage 3 of 8Next