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Valley Wealth Managers, Inc.

Q4 2025 Holdings

Filed 2026-02-04 | 584 holdings | $1.6B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Opendoor Technologies Inc WT EXP 112026 Z(OPENZ)Stock683712145$9220.0%
Opendoor Technologies Inc WT EXP 112026 A(OPENL)Stock683712137$11220.0%
Crispr Therapeutics AG Namen AKT(CRSP)StockH17182108$1200.0%
Global X Superdividend US ETF(DIV)ETF37950E291$1210.0%
Wisdomtree Europe Quality Dividend Growth Fund(EUDG)ETF97717X610$1600.0%
Global X Lithium & Battery Tech ETF(LIT)ETF37954Y855$1900.0%
Opendoor Technologies Inc WT EXP 112026 K(OPENW)Stock683712129$20220.0%
Carters Inc COM(CRI)Stock146229109$2310.0%
ON Semiconductor Corp COM(ON)Stock682189105$3810.0%
Zscaler Inc COM(ZS)Stock98980G102$5900.0%
Ishares 7-10 Year Treasury Bond ETF(IEF)ETF464287440$6410.0%
Pulte Group Inc COM(PHM)Stock745867101$6410.0%
Toll Brothers Inc COM(TOL)Stock889478103$6500.0%
Occidental Pete Corp WT EXP 080327(OXY/WS)Stock674599162$9650.0%
Ishares Tips Bond ETF(TIP)ETF464287176$9810.0%
Vaneck Morningstar Wide Moat ETF(MOAT)ETF92189F643$10610.0%
Global X U.S. Preferred ETF(PFFD)ETF37954Y657$13070.0%
Cleveland-Cliffs Inc New COM(CLF)Stock185899101$226170.0%
Xtant MED Hldgs Inc COM New(XTNT)Stock98420P308$2342980.0%
Chemours Co COM(CC)Stock163851108$236200.0%
AMC Entmt Hldgs Inc CL A New(AMC)Stock00165C302$3202050.0%
Brighthouse Finl Inc COM(BHF)Stock10922N103$45470.0%
Scworx Corp COM NewStock78396V109$5262,6320.0%
Bigbear AI Hldgs Inc COM(BBAI)Stock08975B109$7831450.0%
Grayscale Bitcoin Mini Trust ETF(BTC)ETF389930207$852220.0%
DOW Inc COM(DOW)Stock260557103$1.0K430.0%
Fortrea Hldgs Inc Common Stock(FTRE)Stock34965K107$1.2K720.0%
Paramount Skydance Corp COM CL B(PSKY)Stock69932A204$1.6K1210.0%
Qnity Electronics Inc Common Stock(Q)Stock74743L100$1.7K210.0%
Dupont de Nemours Inc COM(DD)Stock26614N102$1.7K430.0%
Monday COM LTD SHS(MNDY)StockM7S64H106$1.9K130.0%
Mercadolibre Inc COM(MELI)Stock58733R102$2.0K10.0%
Atlassian Corporation CL A(TEAM)Stock049468101$2.3K140.0%
Waste Connections Inc COM(WCN)Stock94106B101$2.3K130.0%
AON PLC SHS CL A(AON)StockG0403H108$2.5K70.0%
Canadian NAT RES LTD COM(CNQ)Stock136385101$2.6K780.0%
M & T BK Corp COM(MTB)Stock55261F104$2.8K140.0%
Cava Group Inc COM(CAVA)Stock148929102$2.9K490.0%
Corteva Inc COM(CTVA)Stock22052L104$2.9K430.0%
Icici BK LTD Hong Kong Branch ADR(IBN)ADR45104G104$3.2K1090.0%
Ferguson Enterprises Inc Common Stock New(FERG)Stock31488V107$3.3K150.0%
Linde PLC SHS(LIN)StockG54950103$3.4K80.0%
Novo-Nordisk A S ADR(NVO)ADR670100205$3.6K700.0%
Coupang Inc CL A(CPNG)Stock22266T109$3.7K1580.0%
NU Hldgs LTD ORD SHS CL A(NU)StockG6683N103$3.8K2280.0%
YUM China Hldgs Inc COM(YUMC)Stock98850P109$3.8K800.0%
Icon PLC SHS(ICLR)StockG4705A100$3.8K210.0%
Canadian Pacific Kansas City COM(CP)Stock13646K108$3.9K530.0%
Solventum Corp COM SHS(SOLV)Stock83444M101$4.0K500.0%
Steris PLC SHS USD(STE)StockG8473T100$4.1K160.0%
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