IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Valley Wealth Managers, Inc.

Q2 2024 Holdings

Filed 2024-08-08 | 536 holdings | $1.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Watsco Inc COM(WSO)Stock942622200$1.9K40.0%
Unum Group COM(UNM)Stock91529Y106$2.0K400.0%
Seagate Technology Hldngs PLC ORD SHS(STX)StockG7997R103$2.1K200.0%
Franklin Resources Inc COM(BEN)Stock354613101$2.2K1000.0%
Eversource Energy COM(ES)Stock30040W108$2.3K400.0%
DOW Inc COM(DOW)Stock260557103$2.3K430.0%
Corteva Inc COM(CTVA)Stock22052L104$2.3K430.0%
Interpublic Group COS Inc COM(IPG)Stock460690100$2.3K800.0%
Vaneck Intermediate Muni ETF(ITM)ETF92189H201$2.4K520.0%
YUM China Hldgs Inc COM(YUMC)Stock98850P109$2.5K800.0%
Fidelity National Financial in FNF Group COM(FNF)Stock31620R303$2.5K500.0%
Citigroup Inc COM New(C)Stock172967424$2.5K400.0%
Solventum Corp COM SHS(SOLV)Stock83444M101$2.6K500.0%
Tractor Supply Co COM(TSCO)Stock892356106$2.7K100.0%
Block H & R Inc COM(HRB)Stock093671105$2.7K500.0%
NCR Voyix Corporation COM(VYX)Stock62886E108$2.8K2230.0%
Genuine Parts Co COM(GPC)Stock372460105$2.8K200.0%
The Trade Desk Inc COM CL A(TTD)Stock88339J105$2.9K300.0%
NCR Atleos Corporation COM SHS(NATL)Stock63001N106$3.0K1110.0%
Regions Financial Corp New COM(RF)Stock7591EP100$3.0K1500.0%
Wisdomtree Europe Quality Dividend Growth Fund(EUDG)ETF97717X610$3.1K970.0%
WEC Energy Group Inc COM(WEC)Stock92939U106$3.1K400.0%
Kenvue Inc COM(KVUE)Stock49177J102$3.2K1760.0%
Masimo Corp COM(MASI)Stock574795100$3.3K260.0%
DTE Energy Co COM(DTE)Stock233331107$3.3K300.0%
Firstenergy Corp COM(FE)Stock337932107$3.4K900.0%
Dupont de Nemours Inc COM(DD)Stock26614N102$3.5K430.0%
Alibaba Group Hldg LTD Sponsored ADS(BABA)ADR01609W102$3.6K500.0%
Veeva SYS Inc CL A COM(VEEV)Stock922475108$3.7K200.0%
Nisource Inc COM(NI)Stock65473P105$3.7K1300.0%
Philip Morris Intl Inc COM(PM)Stock718172109$4.1K400.0%
Citizens Finl Group Inc COM(CFG)Stock174610105$4.3K1200.0%
Cincinnati Finl Corp COM(CINF)Stock172062101$4.7K400.0%
Duke Energy Corp New COM New(DUK)Stock26441C204$5.0K500.0%
Nuveen New York AMT QLT Municp COM(NRK)CEF670656107$5.1K4570.0%
Baker Hughes Company CL A(BKR)Stock05722G100$5.1K1450.0%
Fifth Third Bancorp COM(FITB)Stock316773100$5.1K1400.0%
Ishares U.S. Aerospace & Defense ETF(ITA)ETF464288760$5.2K390.0%
Entergy Corp New COM(ETR)Stock29364G103$5.4K500.0%
Williams COS Inc COM(WMB)Stock969457100$5.5K1300.0%
International Paper Co COM(IP)Stock460146103$5.6K1300.0%
Vanguard Mid-Cap ETF(VO)ETF922908629$5.8K240.0%
Ford MTR Co del COM(F)Stock345370860$6.0K4800.0%
Mercadolibre Inc COM(MELI)Stock58733R102$6.6K40.0%
Ishares 7-10 Year Treasury Bond ETF(IEF)ETF464287440$6.7K710.0%
Occidental Pete Corp COM(OXY)Stock674599105$6.9K1100.0%
Warner Bros Discovery Inc COM SER A(WBD)Stock934423104$7.2K9620.0%
Pembina Pipeline Corp COM(PBA)Stock706327103$7.9K2120.0%
Sony Group Corp Sponsored ADR(SONY)ADR835699307$8.5K1000.0%
CSX Corp COM(CSX)Stock126408103$9.0K2700.0%
PreviousPage 2 of 8Next