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Valley Wealth Managers, Inc.

Q1 2025 Holdings

Filed 2025-05-07 | 566 holdings | $1.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Meritage Homes Corp COM(MTH)Stock59001A102$000.0%
Newmont Corp COM(NEM)Stock651639106$000.0%
Spirit Aerosystems Hldgs Inc COM CL A(S9Q)Stock848574109$000.0%
Pulte Group Inc COM(PHM)Stock745867101$100.0%
Micron Technology Inc COM(MU)Stock595112103$600.0%
Crispr Therapeutics AG Namen AKT(CRSP)StockH17182108$800.0%
Walgreens Boots Alliance Inc COM(WBA)Stock931427108$910.0%
Global X Lithium & Battery Tech ETF(LIT)ETF37954Y855$1100.0%
D R Horton Inc COM(DHI)Stock23331A109$1200.0%
Old Second Bancorp Inc ILL COM(OSBC)Stock680277100$1210.0%
Embecta Corp Common Stock(EMBC)Stock29082K105$1310.0%
Global X Superdividend US ETF(DIV)ETF37950E291$1310.0%
Wisdomtree Europe Quality Dividend Growth Fund(EUDG)ETF97717X610$1400.0%
ON Semiconductor Corp COM(ON)Stock682189105$2910.0%
Carters Inc COM(CRI)Stock146229109$3010.0%
KB Home COM(KBH)Stock48666K109$3110.0%
Prothena Corp PLC SHS(PRTA)StockG72800108$3730.0%
Toll Brothers Inc COM(TOL)Stock889478103$5100.0%
Zscaler Inc COM(ZS)Stock98980G102$5200.0%
Vanguard High Dividend Yield Index ETF(VYM)ETF921946406$5300.0%
Organon & Co Common Stock(OGN)Stock68622V106$6040.0%
Viatris Inc COM(VTRS)Stock92556V106$6170.0%
Pimco Active Bond Exchange-Traded Fund(BOND)ETF72201R775$7810.0%
Ingevity Corp COM(NGVT)Stock45688C107$7920.0%
Corning Inc COM(GLW)Stock219350105$9220.0%
Ishares 7-10 Year Treasury Bond ETF(IEF)ETF464287440$9510.0%
Ishares Tips Bond ETF(TIP)ETF464287176$9910.0%
Global X U.S. Preferred ETF(PFFD)ETF37954Y657$12570.0%
Xtant MED Hldgs Inc COM New(XTNT)Stock98420P308$1402980.0%
Zoom Communications Inc CL A(ZM)Stock98980L101$14820.0%
Western UN Co COM(WU)Stock959802109$159150.0%
Vontier Corporation COM(VNT)Stock928881101$16450.0%
GE Healthcare Technologies Inc Common Stock(GEHC)Stock36266G107$24230.0%
Chemours Co COM(CC)Stock163851108$271200.0%
Brighthouse Finl Inc COM(BHF)Stock10922N103$29050.0%
Occidental Pete Corp WT EXP 080327(OXY/WS)Stock674599162$443160.0%
Scworx Corp COM NewStock78396V109$5262,6320.0%
Takeda Pharmaceutical Co LTD Sponsored ADS(TAK)ADR874060205$535360.0%
Alcon AG ORD SHS(ALC)StockH01301128$65970.0%
Cleveland-Cliffs Inc New COM(CLF)Stock185899101$699850.0%
Match Group Inc New COM(MTCH)Stock57667L107$718230.0%
Grayscale Bitcoin Mini Trust ETF(BTC)ETF389930207$803220.0%
Smurfit Westrock PLC SHS(SW)StockG8267P108$946210.0%
Fortive Corp COM(FTV)Stock34959J108$951130.0%
Vaneck Intermediate Muni ETF(ITM)ETF92189H201$956210.0%
Advanced Micro Devices Inc COM(AMD)Stock007903107$1.0K100.0%
Vanguard Long-Term Treasury ETF(VGLT)ETF92206C847$1.1K190.0%
Bread Financial Holdings Inc COM(BFH)Stock018581108$1.2K230.0%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$1.3K540.0%
Hanesbrands Inc COM(HN9)Stock410345102$1.3K2210.0%
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