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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
ROPRoper Technologies Inc Com
Recent Activity
Exited
0%
$31,001
55 shares@ $563.66 avg price
TSMTaiwan Semiconductor Mfg Ltd Sponsored Ads
Recent Activity
Exited
0%
$26,767
154 shares@ $173.82 avg price
TSLATesla Inc Com
Recent Activity
Exited
0%
$25,724
130 shares@ $197.88 avg price
BXSLBlackstone Secd Lending Fd Common Stock
Recent Activity
Exited
0%
$24,220
791 shares@ $30.62 avg price
LINLinde Plc Shs
Recent Activity
Exited
0%
$21,502
49 shares@ $438.82 avg price
CRMSalesforce Inc Com
Recent Activity
Exited
0%
$20,568
80 shares@ $257.1 avg price
SPGIS&p Global Inc Com
Recent Activity
Exited
0%
$19,624
44 shares@ $446.0 avg price
TOSTToast Inc Cl A
Recent Activity
Exited
0%
$19,302
749 shares@ $25.78 avg price
NEARBlackrock Short Duration Bond Etf
Recent Activity
Exited
0%
$18,068
359 shares@ $50.33 avg price
NOCNorthrop Grumman Corp Com
Recent Activity
Exited
0%
$17,438
40 shares@ $435.95 avg price