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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
RSPInvesco S&p 500 Equal Weight Etf
Recent Activity
New Position
1.23%
$16.485M
92,013 shares@ $179.17 avg price
HACKAmplify Cybersecurity Etf
Recent Activity
New Position
0.19%
$2.564M
37,546 shares@ $68.29 avg price
PANWPalo Alto Networks Inc Com
Recent Activity
New Position
0.05%
$661,041
1,934 shares@ $341.8 avg price
NFLXNetflix Inc Com
Recent Activity
New Position
0.04%
$495,780
699 shares@ $709.28 avg price
MSCIMsci Inc Com
Recent Activity
New Position
0.04%
$465,761
799 shares@ $582.93 avg price
PKWInvesco Buyback Achievers Etf
Recent Activity
New Position
0.01%
$89,898
785 shares@ $114.52 avg price
GSKGsk Plc Sponsored Adr
Recent Activity
New Position
0.01%
$61,647
1,508 shares@ $40.88 avg price
REGNRegeneron Pharmaceuticals Com
Recent Activity
New Position
0.01%
$49,408
47 shares@ $1051.24 avg price
SWKSSkyworks Solutions Inc Com
Recent Activity
New Position
0.01%
$39,508
400 shares@ $98.77 avg price
SHELShell Plc Spon Ads
Recent Activity
New Position
0.01%
$33,190
503 shares@ $65.99 avg price