IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Valley Wealth Managers, Inc.

Q3 2023 Holdings

Filed 2023-11-09 | 507 holdings | $1.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares Preferred & Income Securities ETF(PFF)ETF464288687$1.2M40,6340.1%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$1.4M35,6210.1%
Ishares Ibonds DEC 2027 Term Corporate ETF(IBDS)ETF46435UAA9$1.5M65,9180.1%
Vanguard Short-Term Corporate Bond ETF(VCSH)ETF92206C409$1.6M21,3180.1%
Amazon COM Inc COM(AMZN)Stock023135106$1.6M12,6950.1%
Vanguard Small-Cap Growth ETF(VBK)ETF922908595$1.6M7,5870.1%
Ishares U.S. Medical Devices ETF(IHI)ETF464288810$1.7M35,6490.1%
Goldman Sachs Activebeta U.S. Large Cap Equity ETF(GSLC)ETF381430503$1.8M20,7770.1%
Ishares MBS ETF(MBB)ETF464288588$1.9M20,9250.2%
Ishares Ibonds DEC 2026 Term Corporate ETF(IBDR)ETF46435GAA0$1.9M79,8350.2%
Vanguard Short-Term Bond ETF(BSV)ETF921937827$1.9M25,2500.2%
Ishares Ibonds DEC 2024 Term Corporate ETF(IBDP)ETF46434VBG4$2.0M79,1180.2%
Ishares Core Msci Eafe ETF(IEFA)ETF46432F842$2.1M32,1930.2%
Global X Artificial Intelligence & Technology ETF(AIQ)ETF37954Y632$2.1M78,2650.2%
Ishares Ibonds DEC 2025 Term Corporate ETF(IBDQ)ETF46434VBD1$2.1M87,4090.2%
Vanguard Mid-Cap Value ETF(VOE)ETF922908512$2.2M16,6620.2%
Robo Global Robotics & Automation Index ETF(ROBO)ETF301505707$2.9M56,8070.2%
Etfmg Prime Cyber Security Etfmg Prime Cyber Security Fund(HACKUSD)ETF26924G201$2.9M56,4310.2%
Vaneck Biotech ETF(BBH)ETF92189F726$3.0M18,9830.2%
Ishares Expanded Tech-Software Sector ETF(IGV)ETF464287515$3.0M8,8310.3%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$3.0M63,5250.3%
Technology Select Sector Spdr Fund(XLK)ETF81369Y803$3.0M18,5610.3%
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$3.0M7,1250.3%
Ishares Core S&P 500 ETF(IVV)ETF464287200$3.1M7,1490.3%
Lyondellbasell Industries N V SHS - A -(LYB)StockN53745100$3.4M36,1110.3%
Bristol-Myers Squibb Co COM(BMY)Stock110122108$3.4M58,9670.3%
HP Inc COM(HPQ)Stock40434L105$3.5M134,5740.3%
Realty Income Corp COM(O)REIT756109104$3.6M71,3970.3%
Kinder Morgan Inc del COM(KMI)Stock49456B101$3.6M215,5920.3%
AT&T Inc COM(T)Stock00206R102$3.6M239,4360.3%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$3.7M53,9510.3%
Qualcomm Inc COM(QCOM)Stock747525103$3.7M33,4140.3%
Public SVC Enterprise GRP Inc COM(PEG)Stock744573106$3.7M65,2710.3%
Texas Instrs Inc COM(TXN)Stock882508104$3.8M23,7910.3%
General MLS Inc COM(GIS)Stock370334104$3.8M59,4060.3%
Ishares Core Msci Pacific ETF(IPAC)ETF46434V696$3.8M68,5290.3%
Lockheed Martin Corp COM(LMT)Stock539830109$3.8M9,3180.3%
First Trust Cloud Computing ETF(SKYY)ETF33734X192$3.8M50,2620.3%
Vici Pptys Inc COM(VICI)REIT925652109$3.8M131,6610.3%
Prudential Finl Inc COM(PRU)Stock744320102$3.8M40,4020.3%
Amdocs LTD SHS(DOX)StockG02602103$3.8M45,4660.3%
Cummins Inc COM(CMI)Stock231021106$3.8M16,8420.3%
State STR Corp COM(STT)Stock857477103$3.8M57,4950.3%
Price T Rowe Group Inc COM(TROW)Stock74144T108$3.9M36,8210.3%
Coca Cola Co COM(KO)Stock191216100$3.9M69,0720.3%
United Parcel Service Inc CL B(UPS)Stock911312106$4.0M25,4900.3%
Travelers Companies Inc COM(TRV)Stock89417E109$4.0M24,3510.3%
Gilead Sciences Inc COM(GILD)Stock375558103$4.0M53,1700.3%
Health Care Select Sector Spdr Fund(XLV)ETF81369Y209$4.1M31,8050.3%
Mcdonalds Corp COM(MCD)Stock580135101$4.2M15,7540.3%
PreviousPage 6 of 8Next