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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
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
ROSTRoss Stores Inc Com
Recent Activity
Decreased -0.23%
1.49%
$20.07M
133,345 shares@ $150.52 avg price
DOXAmdocs Ltd Shs
Recent Activity
Decreased -14.66%
1.49%
$20.066M
229,375 shares@ $87.49 avg price
AIZAssurant Inc Com
Recent Activity
Decreased -0.16%
1.48%
$19.898M
100,061 shares@ $198.86 avg price
VTVVanguard Value Etf
Recent Activity
Decreased -6.15%
1.4%
$18.797M
107,678 shares@ $174.58 avg price
SSNCSs&c Technologies Hldgs Inc Com
Recent Activity
Decreased -2.76%
1.36%
$18.282M
246,360 shares@ $74.21 avg price
NEMNewmont Corp Com
Recent Activity
Decreased -0.7%
1.21%
$16.32M
305,326 shares@ $53.46 avg price
CATCaterpillar Inc Com
Recent Activity
Decreased -1.02%
0.41%
$5.456M
13,950 shares@ $391.13 avg price
JPMJpmorgan Chase & Co. Com
Recent Activity
Decreased -6.97%
0.41%
$5.453M
25,863 shares@ $210.86 avg price