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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
AWKAmerican Wtr Wks Co Inc New Com
Recent Activity
Exited
0%
$16,791
130 shares@ $129.17 avg price
SLBSchlumberger Ltd Com Stk
Recent Activity
Exited
0%
$15,569
330 shares@ $47.18 avg price
IGIWestern Asset Invt Grade Defin Com
Recent Activity
Exited
0%
$10,248
600 shares@ $17.08 avg price
AMTAmerican Tower Corp New Com
Recent Activity
Exited
0%
$9,719
50 shares@ $194.38 avg price
WMBWilliams Cos Inc Com
Recent Activity
Exited
0%
$5,525
130 shares@ $42.5 avg price
ETREntergy Corp New Com
Recent Activity
Exited
0%
$5,350
50 shares@ $107.0 avg price
ITAIshares U.s. Aerospace & Defense Etf
Recent Activity
Exited
0%
$5,150
39 shares@ $132.06 avg price
NRKNuveen New York Amt Qlt Municp Com
Recent Activity
Exited
0%
$5,068
457 shares@ $11.09 avg price
DUKDuke Energy Corp New Com New
Recent Activity
Exited
0%
$5,012
50 shares@ $100.24 avg price
NINisource Inc Com
Recent Activity
Exited
0%
$3,745
130 shares@ $28.81 avg price