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Steven A. Tussi

@Valley Wealth Managers, Inc.

Latest period2024 - Q3ReportedManaged Assets$1.35BTotal holdings405
Assets growth rate7.51%Assets growth rate (2-Q avg)1.06%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Valley Wealth Managers, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 405 positions.

Assets under management

The assets under management (AUM) of Valley Wealth Managers, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.35B in assets, with a quarterly growth rate of 7.51% and a 2-quarter average growth rate of 1.06%. The portfolio is managed by Steven A. Tussi, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VONGVanguard Russell 1000 Growth Etf
Recent Activity
Decreased -2.31%
3.7%
$49.873M
516,707 shares@ $96.52 avg price
ORCLOracle Corp Com
Recent Activity
Decreased -9.43%
2.11%
$28.356M
166,407 shares@ $170.41 avg price
PGRProgressive Corp Com
Recent Activity
Decreased -11.07%
1.9%
$25.567M
100,755 shares@ $253.76 avg price
HUBBHubbell Inc Com
Recent Activity
Decreased -0.77%
1.85%
$24.911M
58,156 shares@ $428.36 avg price
AMGNAmgen Inc Com
Recent Activity
Decreased -0.29%
1.85%
$24.906M
77,298 shares@ $322.22 avg price
METMetlife Inc Com
Recent Activity
Decreased -1%
1.84%
$24.821M
300,929 shares@ $82.48 avg price
VRTXVertex Pharmaceuticals Inc Com
Recent Activity
Decreased -1.95%
1.74%
$23.474M
50,474 shares@ $465.09 avg price
JBLJabil Inc Com
Recent Activity
Decreased -0.35%
1.74%
$23.391M
195,201 shares@ $119.84 avg price
MSMorgan Stanley Com New
Recent Activity
Decreased -0.57%
1.72%
$23.195M
222,518 shares@ $104.24 avg price
CACICaci Intl Inc Cl A
Recent Activity
Decreased -1.49%
1.68%
$22.615M
44,821 shares@ $504.57 avg price