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 (483 days), 112 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months +18.2% · 1 year +38.8% · all +38.8%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AAPL · 3.5% · long · since 2025-09-30
  • DELL · 3.1% · long · since 2025-09-30
  • 92206C680 · 3.0% · long · since 2025-09-30
  • G7997R103 · 2.9% · long · since 2025-09-30
  • 922908744 · 2.8% · long · since 2025-09-30
  • 37954Y632 · 2.3% · long · since 2025-09-30
  • CSCO · 2.3% · long · since 2025-09-30
  • AVGO · 2.2% · long · since 2025-09-30
  • MSFT · 2.2% · long · since 2025-09-30
  • 02079K305 · 1.9% · long · since 2025-09-30
  • MS · 1.8% · long · since 2025-09-30
  • MET · 1.7% · long · since 2025-09-30

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