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Valley Wealth Managers, Inc.

Q4 2024 Holdings

Filed 2025-01-31 | 546 holdings | $1.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Sunrise Communications AG ADS CL A(SNREN)ADR867975104$1.5K350.0%
Mccormick & Co Inc COM NON VTG(MKC)Stock579780206$1.5K200.0%
Jd.com Inc Spon ADS CL A(JD)ADR47215P106$1.5K440.0%
Principal Financial Group Inc COM(PFG)Stock74251V102$1.5K200.0%
GE Aerospace COM New(GE)Stock369604301$1.7K100.0%
Haleon PLC Spon ADS(HLN)ADR405552100$1.7K1750.0%
Ebay Inc. COM(EBAY)Stock278642103$1.7K270.0%
DOW Inc COM(DOW)Stock260557103$1.7K430.0%
Goodyear Tire & Rubr Co COM(GT)Stock382550101$1.7K1930.0%
Pearson PLC Sponsored ADR(PSO)ADR705015105$1.7K1080.0%
Hanesbrands Inc COM(HN9)Stock410345102$1.8K2210.0%
Franklin Resources Inc COM(BEN)Stock354613101$2.0K1000.0%
Fiserv Inc COM(FISV)Stock337738108$2.1K100.0%
DXC Technology Co COM(DXC)Stock23355L106$2.2K1090.0%
Ishares Core Msci International Developed Markets ETF(IDEV)ETF46435G326$2.3K350.0%
Vaneck Intermediate Muni ETF(ITM)ETF92189H201$2.4K520.0%
Charter Communications Inc New CL A(CHTR)Stock16119P108$2.4K70.0%
Corteva Inc COM(CTVA)Stock22052L104$2.4K430.0%
Ford MTR Co COM(F)Stock345370860$2.5K2500.0%
Tractor Supply Co COM(TSCO)Stock892356106$2.7K500.0%
Fidelity National Financial in FNF Group COM(FNF)Stock31620R303$2.8K500.0%
Bank America Corp COM(BAC)Stock060505104$2.8K640.0%
NCR Voyix Corporation COM(VYX)Stock62886E108$2.8K2050.0%
Unum Group COM(UNM)Stock91529Y106$2.9K400.0%
Juniper Networks Inc COM(JNP)Stock48203R104$3.0K810.0%
Omnicom Group Inc COM(OMC)Stock681919106$3.1K360.0%
Dupont de Nemours Inc COM(DD)Stock26614N102$3.3K430.0%
NCR Atleos Corporation COM SHS(NATL)Stock63001N106$3.5K1020.0%
Kontoor Brands Inc COM(KTB)Stock50050N103$3.5K410.0%
Novartis AG Sponsored ADR(NVSN)ADR66987V109$3.5K360.0%
The Trade Desk Inc COM CL A(TTD)Stock88339J105$3.5K300.0%
Regions Financial Corp New COM(RF)Stock7591EP100$3.5K1500.0%
Concentrix Corp COM(CNXC)Stock20602D101$3.5K820.0%
YUM China Hldgs Inc COM(YUMC)Stock98850P109$3.9K800.0%
Ishares U.S. Treasury Bond ETF(GOVT)ETF46429B267$4.0K1730.0%
Centene Corp del COM(CNC)Stock15135B101$4.1K670.0%
Veeva SYS Inc CL A COM(VEEV)Stock922475108$4.2K200.0%
Masimo Corp COM(MASI)Stock574795100$4.3K260.0%
Occidental Pete Corp COM(OXY)Stock674599105$4.6K940.0%
Unilever PLC Spon ADR NewADR904767704$5.1K900.0%
Vaneck Morningstar Wide Moat ETF(MOAT)ETF92189F643$5.2K560.0%
Citizens Finl Group Inc COM(CFG)Stock174610105$5.3K1200.0%
Telefonaktiebolaget LM Ericss ADR B SEK 10(ERIC)ADR294821608$5.6K6990.0%
Cincinnati Finl Corp COM(CINF)Stock172062101$5.7K400.0%
Fifth Third Bancorp COM(FITB)Stock316773100$5.9K1400.0%
Baker Hughes Company CL A(BKR)Stock05722G100$5.9K1450.0%
Ishares MBS ETF(MBB)ETF464288588$6.0K650.0%
Patterson COS Inc COM(PDCOEUR)Stock703395103$6.2K2020.0%
V F Corp COM(VFC)Stock918204108$6.2K2910.0%
Vanguard Mid-Cap ETF(VO)ETF922908629$6.3K240.0%
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