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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
Essential Utils Inc COM(WTRG)Stock29670G102$1.3K330.0%
Becton Dickinson & Co COM(BDX)Stock075887109$1.4K60.0%
Pediatrix Medical Group Inc COM(MD)Stock58502B106$1.4K950.0%
Ulta Beauty Inc COM(ULTA)Stock90384S303$1.5K40.0%
DOW Inc COM(DOW)Stock260557103$1.5K430.0%
The Trade Desk Inc COM CL A(TTD)Stock88339J105$1.6K300.0%
Mccormick & Co Inc COM NON VTG(MKC)Stock579780206$1.6K200.0%
Baxter Intl Inc COM(BAX)Stock071813109$1.7K490.0%
Pearson PLC Sponsored ADR(PSO)ADR705015105$1.7K1080.0%
Goodyear Tire & Rubr Co COM(GT)Stock382550101$1.8K1930.0%
Jd.com Inc Spon ADS CL A(JD)ADR47215P106$1.8K440.0%
Ebay Inc. COM(EBAY)Stock278642103$1.8K270.0%
DXC Technology Co COM(DXC)Stock23355L106$1.9K1090.0%
GE Aerospace COM New(GE)Stock369604301$2.0K100.0%
Ishares Core Msci International Developed Markets ETF(IDEV)ETF46435G326$2.4K350.0%
Ford MTR Co COM(F)Stock345370860$2.5K2500.0%
Charter Communications Inc New CL A(CHTR)Stock16119P108$2.6K70.0%
Kontoor Brands Inc COM(KTB)Stock50050N103$2.6K410.0%
Bank America Corp COM(BAC)Stock060505104$2.7K640.0%
Corteva Inc COM(CTVA)Stock22052L104$2.7K430.0%
Tractor Supply Co COM(TSCO)Stock892356106$2.8K500.0%
Juniper Networks Inc COM(JNP)Stock48203R104$2.9K810.0%
Omnicom Group Inc COM(OMC)Stock681919106$3.0K360.0%
Dupont de Nemours Inc COM(DD)Stock26614N102$3.2K430.0%
Fidelity National Financial in FNF Group COM(FNF)Stock31620R303$3.3K500.0%
Millrose Pptys Inc COM CL A(MRP)reit601137102$3.3K1250.0%
Ishares U.S. Treasury Bond ETF(GOVT)ETF46429B267$4.0K1730.0%
Novartis AG Sponsored ADR(NVSN)ADR66987V109$4.0K360.0%
Centene Corp del COM(CNC)Stock15135B101$4.1K670.0%
YUM China Hldgs Inc COM(YUMC)Stock98850P109$4.2K800.0%
Masimo Corp COM(MASI)Stock574795100$4.3K260.0%
V F Corp COM(VFC)Stock918204108$4.5K2910.0%
Veeva SYS Inc CL A COM(VEEV)Stock922475108$4.6K200.0%
Occidental Pete Corp COM(OXY)Stock674599105$4.6K940.0%
Vaneck Morningstar Wide Moat ETF(MOAT)ETF92189F643$4.9K560.0%
Alibaba Group Hldg LTD Sponsored ADS(BABA)ADR01609W102$5.3K400.0%
Unilever PLC Spon ADR NewADR904767704$5.4K900.0%
Telefonaktiebolaget LM Ericss ADR B SEK 10(ERIC)ADR294821608$5.4K6990.0%
Delta AIR Lines Inc del COM New(DAL)Stock247361702$5.9K1360.0%
Ishares MBS ETF(MBB)ETF464288588$6.1K650.0%
Vanguard Mid-Cap ETF(VO)ETF922908629$6.2K240.0%
Patterson COS Inc COM(PDCOEUR)Stock703395103$6.3K2020.0%
Baker Hughes Company CL A(BKR)Stock05722G100$6.4K1450.0%
Mercadolibre Inc COM(MELI)Stock58733R102$7.8K40.0%
Plains All Amern Pipeline L P Unit LTD Partn(PAA)Stock726503105$7.8K3920.0%
Ishares U.S. Energy ETF(IYE)ETF464287796$8.0K1630.0%
American Express Co COM(AXP)Stock025816109$8.1K300.0%
BlackRock RES & Commodities ST SHS(BCX)CEF09257A108$8.3K8930.0%
Pembina Pipeline Corp COM(PBA)Stock706327103$8.5K2120.0%
Invesco S&P 500 Equal Weight Consumer Discretionary ETF(RSPD)ETF46137V381$8.6K1720.0%
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