Long-term investor
Valley Wealth Managers, Inc. @valleywealthmanagersinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000924166).
Record
- Tracked since 2025-06-30 (434 days), 93 trades recorded
- Returns: week n/a · month n/a · 90 days +7.9% · 6 months +11.3% · 1 year +18.8% · all +18.8%
- Max drawdown 0.0% · Sharpe 1.67 · win rate 13% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 92206C680 · 3.7% · long · since 2025-06-30
- STX · 3.2% · long · since 2025-06-30
- AAPL · 3.1% · long · since 2025-06-30
- DELL · 2.6% · long · since 2025-06-30
- GLW · 2.6% · long · since 2025-06-30
- CSCO · 2.5% · long · since 2025-06-30
- AVGO · 2.4% · long · since 2025-06-30
- 37954Y632 · 2.3% · long · since 2025-06-30
- 922908744 · 2.2% · long · since 2025-06-30
- ESI · 2.1% · long · since 2026-03-31
- MS · 2.0% · long · since 2025-06-30
- GOOGL · 2.0% · long · since 2025-06-30
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