Steven A. Tussi

@Valley Wealth Managers, Inc.

Latest period2024 - Q3

Reported2mo 13d ago

Managed Assets$1.35B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
FXLFirst Trust Technology Alphadex Fund Recent Activity Exited	0%	$2.984M 21,897 shares@ $136.26 avg price	Exited
GGGGraco Inc Com Recent Activity Exited	0%	$303,642 3,830 shares@ $79.28 avg price	Exited
LSTRLandstar Sys Inc Com Recent Activity Exited	0%	$303,470 1,645 shares@ $184.49 avg price	Exited
DHRDanaher Corporation Com Recent Activity Exited	0%	$288,327 1,154 shares@ $249.86 avg price	Exited
ASMLAsml Holding N V N Y Registry Shs Recent Activity Exited	0%	$57,273 56 shares@ $1022.74 avg price	Exited
EFAIshares Msci Eafe Etf Recent Activity Exited	0%	$50,210 641 shares@ $78.34 avg price	Exited
BKLNInvesco Senior Loan Etf Recent Activity Exited	0%	$46,751 2,222 shares@ $21.05 avg price	Exited
BUDAnheuser Busch Inbev Sa Nv Sponsored Adr Recent Activity Exited	0%	$38,088 655 shares@ $58.15 avg price	Exited
VIKViking Holdings Ltd Ord Shs Recent Activity Exited	0%	$35,399 1,043 shares@ $33.94 avg price	Exited
PWRQuanta Svcs Inc Com Recent Activity Exited	0%	$33,032 130 shares@ $254.1 avg price	Exited