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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
VRTXVertex Pharmaceuticals Inc Com
Recent Activity
Decreased -1.95%
1.74%
$23.474M
50,474 shares@ $465.09 avg price
GOOGLAlphabet Inc Cap Stk Cl A
Recent Activity
Increased 1.75%
1.74%
$23.419M
141,204 shares@ $165.86 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
CSCOCisco Sys Inc Com
Recent Activity
Increased 1.59%
1.68%
$22.652M
425,624 shares@ $53.23 avg price
CACICaci Intl Inc Cl A
Recent Activity
Decreased -1.49%
1.68%
$22.615M
44,821 shares@ $504.57 avg price
AMKRAmkor Technology Inc Com
Recent Activity
Increased 115.11%
1.66%
$22.359M
730,701 shares@ $30.61 avg price
TMUST-mobile Us Inc Com
Recent Activity
Decreased -2.25%
1.6%
$21.532M
104,342 shares@ $206.37 avg price
CORCencora Inc Com
Recent Activity
Decreased -1.36%
1.58%
$21.315M
94,699 shares@ $225.09 avg price
STWDStarwood Ppty Tr Inc Com
Recent Activity
Increased 30.35%
1.55%
$20.919M
1.026M shares@ $20.38 avg price