VALLEY WEALTH MANAGERS, INC.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 8, 2024
Value $
$1.26B
Signature - Title
Steven A. Tussi - Chief Investment Officer
Location
80 East Ridgewood Avenue, Suite 3, Paramus, NJ
Holdings Value

List of Other Managers Reporting for VALLEY WEALTH MANAGERS, INC.:

Name Holdings Value Location File Number
Valley National Bank Morristown, NJ 028-22712
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 374 $1.26B +$83.5M -$160M -$76.5M VONG, AAPL, AVGO, MSFT, ORCL 13F-HR 8/8/2024, 11:00 AM
Q1 2024 317 $1.33B +$61.7M -$108M -$46.1M VONG, AVGO, AAPL, MSFT, DELL 13F-HR 5/3/2024, 02:21 PM
Q4 2023 335 $1.28B +$45.3M -$75.2M -$29.9M VONG, AAPL, AVGO, MSFT, JBL 13F-HR 2/7/2024, 03:52 PM
Q3 2023 366 $1.2B +$192M -$71.8M +$121M AAPL, VONG, AVGO, JBL, MSFT 13F-HR 11/9/2023, 12:43 PM
Q2 2023 335 $1.11B +$19.4M -$54.2M -$34.8M AAPL, AVGO, MSFT, JBL, ORCL 13F-HR 7/28/2023, 10:34 AM
Q1 2023 354 $1.1B +$63.1M -$45.9M +$17.2M AAPL, MSFT, AVGO, JBL, CSCO 13F-HR 5/3/2023, 12:32 PM
Q4 2022 360 $1.08B +$60.2M -$85.9M -$25.6M AAPL, CVX, AVGO, MSFT, PFE 13F-HR 2/1/2023, 04:03 PM
Q3 2022 427 $1B +$87.1M -$79.8M +$7.34M AAPL, MSFT, VRTX, CVS, CVX 13F-HR 11/9/2022, 03:29 PM
Q2 2022 433 $1.07B +$63.1M -$64.1M -$1M AAPL, MSFT, NFG, VRTX, PFE Restatement 11/16/2022, 03:48 PM
Q1 2022 185 $1.2B +$36M -$54.5M -$18.6M AAPL, MSFT, CVX, NFG, AVGO 13F-HR 5/2/2022, 03:41 PM
Q4 2021 191 $1.25B +$32.1M -$55.9M -$23.8M AAPL, MSFT, AVGO, PFE, ACN 13F-HR 2/2/2022, 02:30 PM
Q3 2021 188 $1.12B +$28.6M -$54.7M -$26.1M AAPL, MSFT, CSCO, ACN, GOOGL 13F-HR 11/1/2021, 09:49 AM
Q2 2021 199 $1.18B +$75.2M -$68.9M +$6.32M AAPL, MSFT, CSCO, META, MS 13F-HR 8/3/2021, 10:22 AM
Q1 2021 164 $1.11B +$72.8M -$65.6M +$7.17M AAPL, MSFT, MCHP, CSCO, AVGO 13F-HR 4/22/2021, 04:40 PM
Q4 2020 159 $1.02B +$89M -$80.4M +$8.54M AAPL, MSFT, AVGO, MCHP, ACN 13F-HR 2/2/2021, 01:04 PM
Q3 2020 156 $908M +$103M -$93.3M +$9.75M AAPL, MSFT, AMGN, AVGO, META 13F-HR 11/3/2020, 01:14 PM
Q2 2020 164 $892M +$87.4M -$92.7M -$5.24M AAPL, MSFT, AMGN, CSCO, META 13F-HR 7/28/2020, 03:41 PM
Q1 2020 161 $770M +$55.3M -$55.6M -$301K AAPL, MSFT, AMGN, VZ, CSCO 13F-HR 4/24/2020, 01:23 PM
Q4 2019 187 $1B +$36.1M -$45.6M -$9.51M AAPL, AMGN, MSFT, CSCO, CDW 13F-HR 1/31/2020, 10:25 AM
Q3 2019 189 $942M +$71.4M -$86.8M -$15.4M AAPL, CSCO, AMGN, VZ, WMT 13F-HR 11/1/2019, 04:38 PM
Q2 2019 193 $942M +$54.4M -$56.4M -$2.06M AAPL, CSCO, JNJ, WMT, CDW 13F-HR 8/8/2019, 11:47 AM
Q1 2019 199 $917M +$130M -$62.3M +$67.6M AAPL, CSCO, JNJ, VZ, UNP 13F-HR 5/9/2019, 03:06 PM
Q4 2018 167 $765M +$111M -$94.1M +$17.3M AAPL, CSCO, JNJ, AMGN, VZ 13F-HR 2/8/2019, 04:25 PM
Q3 2018 116 $846M +$35.7M -$60M -$24.3M AAPL, CSCO, COP, AMGN, ROST 13F-HR 10/26/2018, 03:44 PM
Q2 2018 119 $819M +$39.5M -$54.4M -$15M AAPL, COP, MSFT, CSCO, CDW 13F-HR 8/2/2018, 10:06 AM
Q1 2018 119 $822M +$66.1M -$54.2M +$11.9M AAPL, CSCO, MSFT, THG, PNC 13F-HR 4/27/2018, 04:44 PM
Q4 2017 122 $831M +$51.7M -$72.2M -$20.5M AAPL, MSFT, WMT, CSCO, JNJ 13F-HR 1/24/2018, 11:41 AM
Q3 2017 119 $795M +$44.2M -$29.5M +$14.7M AAPL, MSFT, MCHP, JNJ, CDW 13F-HR 10/30/2017, 12:33 PM
Q2 2017 125 $746M +$45.6M -$66.3M -$20.7M AAPL, MSFT, JNJ, MCHP, CDW 13F-HR 7/13/2017, 02:31 PM
Q1 2017 203 $753M +$54M -$28.9M +$25M AAPL, MSFT, MCHP, JNJ, CSCO 13F-HR 5/12/2017, 11:37 AM
Q4 2016 259 $699M +$52.3M -$55.9M -$3.61M AAPL, MSFT, PNC, JNJ, MCHP 13F-HR 2/13/2017, 12:45 PM
Q3 2016 207 $680M +$35.9M -$26.1M +$9.77M AAPL, MSFT, MCHP, JNJ, CSCO 13F-HR 11/9/2016, 02:09 PM
Q2 2016 207 $656M +$79.8M -$31.3M +$48.5M AAPL, JNJ, DLR, INGR, ITC 13F-HR 8/5/2016, 02:36 PM
Q1 2016 111 $592M +$56.3M -$38.4M +$17.9M MSFT, ITC, JNJ, THG, ACN 13F-HR 5/6/2016, 04:35 PM
Q4 2015 100 $557M +$28.6M -$48M -$19.4M KR, MSFT, JNJ, ITC, AMGN 13F-HR 2/5/2016, 12:34 PM
Q3 2015 93 $549M +$41.8M -$36.2M +$5.61M AAP, KR, AAPL, THG, MSFT 13F-HR 10/30/2015, 04:50 PM
Q2 2015 100 $560M +$39.1M -$32M +$7.07M AAPL, COR, IAC, CVS, AAP 13F-HR 7/30/2015, 03:15 PM
Q1 2015 102 $581M +$50.3M -$41.4M +$8.91M COR, KR, AAPL, AMGN, CVS 13F-HR 5/6/2015, 04:13 PM
Q4 2014 105 $559M +$45.6M -$42.1M +$3.57M KR, COR, AAPL, AMGN, CVS 13F-HR 2/6/2015, 12:47 PM
Q3 2014 103 $522M +$14.4M -$16.7M -$2.27M AAPL, JNJ, COR, KR, MSFT 13F-HR 11/5/2014, 10:53 AM
Q2 2014 109 $526M +$55.1M -$34.2M +$20.8M HAL, AAPL, COR, IAC, JNJ 13F-HR 8/4/2014, 03:37 PM
Q1 2014 103 $501M +$40M -$36.6M +$3.45M PL, IAC, FMC, WFC, JNJ 13F-HR 5/7/2014, 02:48 PM
Q4 2013 100 $487M $0 $0 PL, IAC, COR, FMC, BLK 13F-HR 2/7/2014, 03:31 PM