test

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
CVXChevron Corp New Com
Recent Activity
Increased 7.35%
1.54%
$20.763M
140,987 shares@ $147.28 avg price
AIQGlobal X Artificial Intelligence & Technology Etf
Recent Activity
Increased 0.74%
1.53%
$20.555M
552,990 shares@ $37.17 avg price
ACNAccenture Plc Ireland Shs Class A
Recent Activity
Increased 1%
1.52%
$20.431M
57,800 shares@ $353.48 avg price
PYPLPaypal Hldgs Inc Com
Recent Activity
Increased 0.33%
1.49%
$20.093M
257,499 shares@ $78.04 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
TPRTapestry Inc Com
Recent Activity
Increased 2.13%
1.48%
$19.971M
425,105 shares@ $46.99 avg price
AIZAssurant Inc Com
Recent Activity
Decreased -0.16%
1.48%
$19.898M
100,061 shares@ $198.86 avg price
NFGNational Fuel Gas Co Com
Recent Activity
Increased 8.15%
1.47%
$19.757M
325,966 shares@ $60.61 avg price
PFEPfizer Inc Com
Recent Activity
Increased 4.46%
1.46%
$19.643M
678,742 shares@ $28.95 avg price