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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
ABBVAbbvie Inc Com
Recent Activity
Decreased -4.77%
0.4%
$5.369M
27,189 shares@ $197.49 avg price
NTAPNetapp Inc Com
Recent Activity
Decreased -3.9%
0.39%
$5.234M
42,380 shares@ $123.52 avg price
IBMInternational Business Machs Com
Recent Activity
Decreased -2.7%
0.38%
$5.073M
22,946 shares@ $221.09 avg price
HDHome Depot Inc Com
Recent Activity
Decreased -3.98%
0.36%
$4.838M
11,940 shares@ $405.21 avg price
PEGPublic Svc Enterprise Grp Inc Com
Recent Activity
Decreased -2.07%
0.36%
$4.802M
53,828 shares@ $89.21 avg price
IVWIshares S&p 500 Growth Etf
Recent Activity
Decreased -1.87%
0.35%
$4.717M
49,263 shares@ $95.76 avg price
AEPAmerican Elec Pwr Co Inc Com
Recent Activity
Decreased -2.55%
0.35%
$4.704M
45,845 shares@ $102.6 avg price
LMTLockheed Martin Corp Com
Recent Activity
Decreased -2.28%
0.35%
$4.67M
7,989 shares@ $584.57 avg price
SDYSpdr S&p Dividend Etf
Recent Activity
Decreased -1.13%
0.35%
$4.668M
32,863 shares@ $142.05 avg price
USBUs Bancorp Del Com New
Recent Activity
Decreased -3.5%
0.35%
$4.652M
101,720 shares@ $45.74 avg price