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Hallmark Capital Management

Latest statistics and disclosures from Valley Wealth Managers's latest quarterly 13F-HR filing:

Top 5 stock holdings are VONG, AAPL, AVGO, GOOGL, STX, and represent 15.06% of Valley Wealth Managers's stock portfolio.
Added to shares of these 10 stocks: KR (+$20M), KRE (+$13M), HON (+$5.6M), R (+$5.0M), NXST, TXN, ORCL, SPYD, XLE, VONG.
Started 63 new stock positions in IBN, OPENL, ARKG, PB, CRCL, SOFI, RACE, TLT, FG, SOLS.
Reduced shares in these 10 stocks: SON (-$21M), JPST (-$12M), KBWB (-$11M), TAP (-$10M), CAT (-$6.9M), STWD, CVX, STX, IBDQ, PYPL.
Sold out of its positions in AstraZeneca, CDW, CRF, DHI, HBI, MBB, IBDQ, KBH, MCHP, RITM. OSBC, OXLC, PFLT, PSEC, SPR, KNOP.
Valley Wealth Managers was a net buyer of stock by $15M.
Valley Wealth Managers has $1.6B in assets under management (AUM), dropping by 3.17%.
Central Index Key (CIK): 0000924166

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Portfolio Holdings for Valley Wealth Managers

Valley Wealth Managers holds 359 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Russell 1000 Growth Etf Etf (VONG)	3.7	$58M	+5%	477k	121.75	View chart
Apple Stock (AAPL)	3.4	$52M		193k	271.86	View chart
Broadcom Stock (AVGO)	3.0	$47M		136k	346.12	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	2.6	$41M	-3%	131k	313.00	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	2.3	$37M	-5%	132k	275.39	View chart
Microsoft Corp Stock (MSFT)	2.3	$36M	+2%	75k	483.62	View chart
Morgan Stanley Stock (MS)	2.2	$34M		194k	177.52	View chart
Global X Artificial Intelligence & Technology Etf Etf (AIQ)	2.1	$33M		651k	50.87	View chart
Tapestry Stock (TPR)	2.1	$33M		258k	127.77	View chart
Corning Stock (GLW)	2.0	$32M	-3%	365k	87.56	View chart
Cisco Sys Stock (CSCO)	2.0	$31M		396k	77.03	View chart
Cencora Stock (COR)	1.9	$29M		86k	337.74	View chart
Citizens Finl Group Stock (CFG)	1.8	$29M		492k	58.41	View chart
Amgen Stock (AMGN)	1.8	$28M		85k	327.31	View chart
Hasbro Stock (HAS)	1.7	$27M		332k	82.00	View chart
Nexstar Media Group Stock (NXST)	1.7	$27M	+22%	132k	203.06	View chart
Delta Air Lines Inc Del Stock (DAL)	1.6	$26M		370k	69.40	View chart
Hubbell Stock (HUBB)	1.6	$25M		57k	444.13	View chart
Nomura Focused Large Growth Etf Etf (LRGG)	1.6	$25M		846k	29.60	View chart
Vanguard Value Etf Etf (VTV)	1.6	$25M	+5%	130k	190.99	View chart
Ross Stores Stock (ROST)	1.5	$24M		133k	180.14	View chart
Oracle Corp Stock (ORCL)	1.5	$24M	+21%	122k	194.92	View chart
Metlife Stock (MET)	1.5	$24M	+3%	300k	78.94	View chart
Verizon Communications Stock (VZ)	1.5	$23M	+5%	573k	40.73	View chart
Assurant Stock (AIZ)	1.5	$23M		97k	240.84	View chart
Caci Intl Inc Cl A Stock (CACI)	1.5	$23M	-6%	43k	532.81	View chart
Vertex Pharmaceuticals Stock (VRTX)	1.5	$23M	+2%	51k	453.35	View chart
Honeywell Intl Stock (HON)	1.4	$22M	+33%	114k	195.09	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	1.3	$21M	+2%	78k	268.30	View chart
Progressive Corp Stock (PGR)	1.3	$21M		92k	227.71	View chart
Salesforce Stock (CRM)	1.3	$20M	-5%	77k	264.91	View chart
Dell Technologies Inc Cl C Stock (DELL)	1.3	$20M		160k	125.88	View chart
Ss&c Technologies Hldgs Stock (SSNC)	1.3	$20M	+2%	231k	87.42	View chart
Kroger Stock (KR)	1.3	$20M	NEW	317k	62.48	View chart
National Fuel Gas Stock (NFG)	1.2	$20M	+3%	243k	80.06	View chart
T-mobile Us Stock (TMUS)	1.2	$19M	+6%	96k	203.04	View chart
Chevron Corp Stock (CVX)	1.2	$19M	-13%	125k	152.41	View chart
Darden Restaurants Stock (DRI)	1.2	$19M	+4%	102k	184.02	View chart
Pfizer Stock (PFE)	1.2	$19M	-7%	741k	24.90	View chart
Amdocs Stock (DOX)	1.2	$18M	-3%	226k	80.51	View chart
The Cigna Group Stock (CI)	1.1	$18M	+3%	64k	275.22	View chart
Starwood Ppty Tr Reit (STWD)	1.1	$17M	-16%	917k	18.01	View chart
Invesco Kbw Bank Etf Etf (KBWB)	0.9	$14M	-44%	168k	84.30	View chart
Ishares Core Msci Pacific Etf Etf (IPAC)	0.8	$13M	+6%	174k	73.22	View chart
State Street Spdr S&p Regional Banking Etf Etf (KRE)	0.8	$13M	+19594500%	196k	64.81	View chart
Paypal Hldgs Stock (PYPL)	0.7	$12M	-12%	200k	58.38	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.7	$11M	+7%	70k	156.63	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.7	$11M	+6%	57k	191.57	View chart
Global X Defense Tech Etf Etf (SHLD)	0.7	$11M	+7%	166k	64.79	View chart
Wisdomtree Europe Hedged Equity Fund Etf (HEDJ)	0.5	$8.5M	+7%	161k	53.06	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.5	$7.9M	-60%	157k	50.59	View chart
Qualcomm Stock (QCOM)	0.4	$6.8M	+6%	40k	171.05	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$6.8M	-2%	21k	322.22	View chart
Nvidia Corporation Stock (NVDA)	0.4	$6.7M	+10%	36k	186.50	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.4	$6.6M	+114%	148k	44.71	View chart
Abbvie Stock (ABBV)	0.4	$6.0M		26k	228.49	View chart
Amazon Stock (AMZN)	0.4	$6.0M	+9%	26k	230.82	View chart
State Str Corp Stock (STT)	0.4	$5.6M	-3%	44k	129.01	View chart
Johnson & Johnson Stock (JNJ)	0.4	$5.6M		27k	206.95	View chart
International Business Machs Stock (IBM)	0.3	$5.5M	-2%	18k	296.21	View chart
Netapp Stock (NTAP)	0.3	$5.3M		49k	107.09	View chart
Merck & Co Stock (MRK)	0.3	$5.2M		50k	105.26	View chart
Pnc Finl Svcs Group Stock (PNC)	0.3	$5.2M		25k	208.73	View chart
Us Bancorp Del Stock (USB)	0.3	$5.1M		96k	53.36	View chart
Ryder Sys Stock (R)	0.3	$5.0M	NEW	26k	191.39	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.3	$4.9M	-4%	40k	123.26	View chart
Travelers Companies Stock (TRV)	0.3	$4.9M		17k	290.06	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.3	$4.8M	+3%	37k	130.08	View chart
General Dynamics Corp Stock (GD)	0.3	$4.8M		14k	336.66	View chart
Gilead Sciences Stock (GILD)	0.3	$4.7M		39k	122.74	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$4.6M	+3%	38k	120.34	View chart
American Elec Pwr Stock (AEP)	0.3	$4.6M	-4%	40k	115.31	View chart
Texas Instrs Stock (TXN)	0.3	$4.6M	+24963%	26k	173.49	View chart
Price T Rowe Group Stock (TROW)	0.3	$4.5M		44k	102.38	View chart
Kinder Morgan Inc Del Stock (KMI)	0.3	$4.5M	+2%	164k	27.49	View chart
Public Svc Enterprise Grp Stock (PEG)	0.3	$4.5M	+9%	56k	80.30	View chart
Coca Cola Stock (KO)	0.3	$4.3M	+2%	62k	69.91	View chart
First Trust Rba American Industrial Renaissance Etf Etf (AIRR)	0.3	$4.3M		44k	98.32	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.3	$4.3M	+21%	143k	29.89	View chart
Realty Income Corp Reit (O)	0.3	$4.3M	+13%	76k	56.37	View chart
Pepsico Stock (PEP)	0.3	$4.3M		30k	143.52	View chart
At&t Stock (T)	0.3	$4.2M	+4%	170k	24.84	View chart
Starbucks Corp Stock (SBUX)	0.3	$4.2M	+3%	50k	84.21	View chart
General Mls Stock (GIS)	0.3	$4.2M	+56%	91k	46.50	View chart
Dicks Sporting Goods Stock (DKS)	0.3	$4.2M	+2%	21k	197.97	View chart
Eli Lilly & Co Stock (LLY)	0.3	$4.1M	+5%	3.8k	1074.68	View chart
Jpmorgan U.s. Tech Leaders Etf Etf (JTEK)	0.3	$4.1M		45k	90.07	View chart
Procter & Gamble Stock (PG)	0.3	$4.0M	+6%	28k	143.31	View chart
Mcdonalds Corp Stock (MCD)	0.3	$4.0M	+2%	13k	305.63	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$4.0M	+2%	8.2k	483.67	View chart
Home Depot Stock (HD)	0.3	$3.9M	+3%	12k	344.10	View chart
State Street Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD)	0.3	$3.9M	NEW	91k	43.25	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.3	$3.9M	-4%	28k	139.16	View chart
Fidelity National Financial In Stock (FNF)	0.2	$3.8M		70k	54.59	View chart
Msc Indl Direct Inc Cl A Stock (MSM)	0.2	$3.7M	+2%	44k	84.10	View chart
Prudential Finl Stock (PRU)	0.2	$3.7M		33k	112.88	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.2	$3.6M		34k	105.69	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.2	$3.6M	-6%	13k	279.14	View chart
Amplify Cybersecurity Etf Etf (HACK)	0.2	$3.5M	+4%	44k	80.37	View chart
Eog Res Stock (EOG)	0.2	$3.5M	+24%	33k	105.01	View chart
Meta Platforms Inc Cl A Stock (META)	0.2	$3.4M	+15%	5.1k	660.09	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.2	$3.3M	+4%	42k	78.81	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.2	$3.2M	+8%	67k	48.32	View chart
State Str Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)	0.2	$3.2M	-7%	4.7k	681.92	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.2	$3.1M	-4%	4.5k	684.94	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.2	$3.1M	-12%	10k	301.15	View chart
Fidelity Total Bond Etf Etf (FBND)	0.2	$2.9M	+149%	63k	46.04	View chart
Vici Pptys Reit (VICI)	0.2	$2.8M	-19%	101k	28.12	View chart
Intuitive Surgical Stock (ISRG)	0.2	$2.8M	+19%	4.9k	566.36	View chart
Amphenol Corp Cl A Stock (APH)	0.2	$2.6M	+110%	19k	135.14	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.2	$2.6M	-4%	15k	177.37	View chart
Arista Networks Stock (ANET)	0.2	$2.5M	+14%	19k	131.03	View chart
Lyondellbasell Industries N V Shs - A - Stock (LYB)	0.2	$2.5M	+4%	57k	43.30	View chart
Visa Inc Com Cl A Stock (V)	0.2	$2.5M	+19%	7.1k	350.71	View chart
HP Stock (HPQ)	0.2	$2.4M	-4%	107k	22.28	View chart
Ab Core Plus Bond Etf Etf (CPLS)	0.1	$2.1M	+43%	59k	35.54	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.1	$2.0M	+10%	18k	113.10	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$2.0M	-4%	22k	89.47	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.1	$1.8M		76k	24.23	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.1	$1.8M	-6%	14k	132.37	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.1	$1.8M	NEW	37k	47.79	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$1.7M	-4%	5.7k	302.11	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.1	$1.7M		71k	24.28	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$1.5M	-2%	28k	53.76	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$1.5M	+4%	18k	79.73	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$1.4M	-2%	4.6k	313.80	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$1.4M	-7%	1.8k	753.78	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$1.3M	-5%	2.1k	627.13	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.1	$1.2M	+2%	47k	25.46	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.1	$1.1M	+4833%	39k	28.82	View chart
Kla Corp Stock (KLAC)	0.1	$1.0M	-2%	851.00	1215.08	View chart
Solstice Advanced Matls Stock (SOLS)	0.1	$998k	NEW	21k	48.59	View chart
Applied Matls Stock (AMAT)	0.1	$935k		3.6k	256.98	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$873k	-3%	1.0k	862.34	View chart
Ishares Fallen Angels Usd Bond Etf Etf (FALN)	0.1	$841k	+5%	31k	27.30	View chart
Hilton Worldwide Hldgs Stock (HLT)	0.1	$828k	+4%	2.9k	287.25	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$824k	+3%	1.7k	473.30	View chart
Lpl Finl Hldgs Stock (LPLA)	0.1	$820k	+5%	2.3k	357.17	View chart
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.1	$807k	-9%	8.9k	90.97	View chart
Tjx Cos Stock (TJX)	0.1	$791k		5.2k	153.61	View chart
Netflix Stock (NFLX)	0.1	$791k	+941%	8.4k	93.76	View chart
Invesco Fundamental High Yield Corporate Bond Etf Etf (PHB)	0.1	$781k	+5%	42k	18.60	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.0	$764k	+13%	33k	23.40	View chart
Palo Alto Networks Stock (PANW)	0.0	$737k	+2%	4.0k	184.20	View chart
Hca Healthcare Stock (HCA)	0.0	$731k		1.6k	466.86	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.0	$722k	-2%	1.2k	614.31	View chart
Fair Isaac Corp Stock (FICO)	0.0	$703k		416.00	1690.62	View chart
Vaneck Ig Floating Rate Etf Etf (FLTR)	0.0	$697k	-3%	27k	25.48	View chart
Oreilly Automotive Stock (ORLY)	0.0	$695k	+5%	7.6k	91.21	View chart
Apollo Global Mgmt Stock (APO)	0.0	$689k	-3%	4.8k	144.76	View chart
Intuit Stock (INTU)	0.0	$687k	-3%	1.0k	662.42	View chart
Trane Technologies Stock (TT)	0.0	$667k	+5%	1.7k	389.20	View chart
Valley Natl Bancorp Stock (VLY)	0.0	$659k		56k	11.68	View chart
Msci Stock (MSCI)	0.0	$657k	+5%	1.1k	573.73	View chart
Sherwin Williams Stock (SHW)	0.0	$637k	+7%	2.0k	324.03	View chart
Fortinet Stock (FTNT)	0.0	$624k		7.9k	79.41	View chart
Servicenow Stock (NOW)	0.0	$623k	+434%	4.1k	153.19	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.0	$618k	+96%	4.3k	143.97	View chart
Transdigm Group Stock (TDG)	0.0	$591k	-2%	444.00	1329.85	View chart
Automatic Data Processing Stock (ADP)	0.0	$590k	+5%	2.3k	257.23	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.0	$589k		10k	58.73	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$556k	+4%	6.6k	83.75	View chart
Synopsys Stock (SNPS)	0.0	$546k	-66%	1.2k	469.72	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.0	$532k	-13%	6.4k	82.48	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.0	$466k	-4%	927.00	502.65	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$388k	-19%	3.4k	113.72	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.0	$388k	NEW	2.4k	162.01	View chart
Tesla Stock (TSLA)	0.0	$336k	NEW	746.00	449.72	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$318k	NEW	1.5k	210.34	View chart
Invesco Variable Rate Preferred Etf Etf (VRP)	0.0	$316k	-4%	13k	24.33	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$309k		2.0k	154.80	View chart
Walmart Stock (WMT)	0.0	$305k		2.7k	111.41	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.0	$297k		2.5k	119.33	View chart
Intel Corp Stock (INTC)	0.0	$260k		7.1k	36.91	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$237k	-4%	4.3k	54.77	View chart
State Street Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)	0.0	$224k	+7%	8.8k	25.32	View chart
Spdr Gold Shares Etf (GLD)	0.0	$215k	+149%	542.00	396.31	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$200k	+7%	350.00	570.88	View chart
Booking Holdings Stock (BKNG)	0.0	$198k		37.00	5355.32	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$191k	+97%	1.6k	119.41	View chart
Caterpillar Stock (CAT)	0.0	$166k	-97%	290.00	572.87	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$143k		293.00	487.86	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$132k		1.4k	94.16	View chart
F&g Annuities & Life Stock (FG)	0.0	$125k	NEW	4.1k	30.84	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$120k	-6%	1.2k	99.88	View chart
Boeing Stock (BA)	0.0	$111k		513.00	217.12	View chart
Philip Morris Intl Stock (PM)	0.0	$106k		661.00	160.40	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.0	$100k	+240%	4.5k	22.07	View chart
Eaton Corp Stock (ETN)	0.0	$97k		304.00	318.51	View chart
Sempra Stock (SRE)	0.0	$96k		1.1k	88.29	View chart
Lowes Cos Stock (LOW)	0.0	$94k		390.00	241.16	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$93k	-9%	1.3k	74.07	View chart
Ge Vernova Stock (GEV)	0.0	$90k		137.00	653.57	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.0	$86k		806.00	106.70	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.0	$85k		1.4k	62.15	View chart
Disney Walt Stock (DIS)	0.0	$83k	+123%	725.00	113.77	View chart
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)	0.0	$82k		1.6k	50.70	View chart
Abbott Labs Stock (ABT)	0.0	$80k		642.00	125.29	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.0	$77k	+2%	495.00	155.12	View chart
Ishares U.s. Pharmaceuticals Etf Etf (IHE)	0.0	$76k		900.00	84.83	View chart
Astrazeneca Plc Ord Adr (AZN)	0.0	$75k	NEW	820.00	91.93	View chart
GSK Adr (GSK)	0.0	$74k		1.5k	49.04	View chart
State Street Spdr Nuveen Ice Short Term Municipal Bond Etf Etf (SHM)	0.0	$72k		1.5k	47.99	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.0	$68k		576.00	117.72	View chart
Phillips 66 Stock (PSX)	0.0	$65k		500.00	129.04	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.0	$63k	-6%	1.4k	44.41	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.0	$61k		175.00	350.55	View chart
Allstate Corp Stock (ALL)	0.0	$59k		283.00	208.15	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$58k	+14%	1.1k	52.88	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.0	$57k	NEW	53.00	1069.87	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$54k		245.00	219.78	View chart
Apple Hospitality Reit Reit (APLE)	0.0	$54k		4.5k	11.85	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$54k	-88%	2.0k	27.43	View chart
Emerson Elec Stock (EMR)	0.0	$52k		391.00	132.72	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$50k		500.00	99.91	View chart
Wells Fargo & Co Stock (WFC)	0.0	$50k		531.00	93.20	View chart
Analog Devices Stock (ADI)	0.0	$49k	+16%	180.00	271.20	View chart
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)	0.0	$49k		350.00	139.35	View chart
Ebay Stock (EBAY)	0.0	$48k	+119%	553.00	87.10	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$45k		174.00	258.79	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.0	$45k		574.00	77.68	View chart
Ark Innovation Etf Etf (ARKK)	0.0	$45k	NEW	579.00	76.92	View chart
Franklin Municipal Income Etf Etf (FTMU)	0.0	$43k	NEW	5.5k	7.82	View chart
Vaneck Short Muni Etf Etf (SMB)	0.0	$42k		2.4k	17.41	View chart
Altria Group Stock (MO)	0.0	$41k	+130%	718.00	57.66	View chart
Parker-hannifin Corp Stock (PH)	0.0	$41k		47.00	878.96	View chart
State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.0	$39k	-30%	403.00	97.23	View chart
Conocophillips Stock (COP)	0.0	$37k		400.00	93.61	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$37k		110.00	335.27	View chart
Bank New York Mellon Corp Stock (BK)	0.0	$35k		300.00	116.09	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$34k		270.00	125.82	View chart
Novartis Adr (NVS)	0.0	$34k		245.00	137.87	View chart
Rtx Corporation Stock (RTX)	0.0	$33k		179.00	183.40	View chart
3M Stock (MMM)	0.0	$32k		200.00	160.10	View chart
Tractor Supply Stock (TSCO)	0.0	$32k	NEW	640.00	50.01	View chart
Calamos Dynamic Conv & Income Cef (CCD)	0.0	$31k		1.5k	20.86	View chart
Truist Finl Corp Stock (TFC)	0.0	$31k		619.00	49.21	View chart
Cintas Corp Stock (CTAS)	0.0	$30k		160.00	188.07	View chart
Medtronic Stock (MDT)	0.0	$30k		308.00	96.06	View chart
Sysco Corp Stock (SYY)	0.0	$30k		400.00	73.69	View chart
American Express Stock (AXP)	0.0	$28k		76.00	369.95	View chart
Gabelli Divid & Income Tr Cef (GDV)	0.0	$28k		1.0k	27.77	View chart
Csx Corp Stock (CSX)	0.0	$27k		750.00	36.25	View chart
Rockwell Automation Stock (ROK)	0.0	$25k		65.00	389.08	View chart
Sofi Technologies Stock (SOFI)	0.0	$25k	NEW	963.00	26.18	View chart
Ford Mtr Stock (F)	0.0	$23k	+423%	1.8k	13.12	View chart
Bank America Corp Stock (BAC)	0.0	$22k		392.00	55.00	View chart
Ingredion Stock (INGR)	0.0	$21k	NEW	192.00	110.26	View chart
State Street Materials Select Sector Spdr Etf Etf (XLB)	0.0	$21k	+81%	464.00	45.35	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.0	$21k	NEW	240.00	87.16	View chart
Sonoco Prods Stock (SON)	0.0	$21k	-99%	475.00	43.64	View chart
Occidental Pete Corp Stock (OXY)	0.0	$20k	NEW	492.00	41.12	View chart
Duke Energy Corp Stock (DUK)	0.0	$20k		171.00	117.21	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.0	$19k	+100%	452.00	42.69	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$19k		88.00	211.75	View chart
Circle Internet Group Inc Com Cl A Stock (CRCL)	0.0	$18k	NEW	229.00	79.30	View chart
Labcorp Holdings Stock (LH)	0.0	$18k	NEW	72.00	250.88	View chart
Molson Coors Beverage Co Cl B Stock (TAP)	0.0	$17k	-99%	369.00	46.68	View chart
State Street Real Estate Select Sector Spdr Etf Etf (XLRE)	0.0	$15k		371.00	40.35	View chart
Prosperity Bancshares Stock (PB)	0.0	$15k	NEW	216.00	69.11	View chart
Jpmorgan Betabuilders Japan Etf Etf (BBJP)	0.0	$15k	NEW	225.00	65.91	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.0	$15k	+49%	307.00	47.08	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.0	$14k		182.00	77.88	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$14k		100.00	137.96	View chart
Illinois Tool Wks Stock (ITW)	0.0	$13k		53.00	246.30	View chart
Nextera Energy Stock (NEE)	0.0	$13k		160.00	80.28	View chart
Modine Mfg Stock (MOD)	0.0	$13k	NEW	96.00	133.51	View chart
Lkq Corp Stock (LKQ)	0.0	$12k	NEW	409.00	30.20	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.0	$12k		87.00	141.16	View chart
Yum Brands Stock (YUM)	0.0	$12k		80.00	151.28	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$12k		57.00	212.07	View chart
State Street Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	0.0	$12k		98.00	122.00	View chart
Pimco Short Term Municipal Bond Active Etf Etf (SMMU)	0.0	$12k		237.00	50.43	View chart
Broadridge Finl Solutions Stock (BR)	0.0	$12k		52.00	223.17	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$12k		230.00	50.29	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$12k	NEW	38.00	303.89	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$11k		63.00	181.21	View chart
Huntington Bancshares Stock (HBAN)	0.0	$11k		655.00	17.35	View chart
Jpmorgan Betabuilders Canada Etf Etf (BBCA)	0.0	$11k	NEW	122.00	93.00	View chart
Stanley Black & Decker Stock (SWK)	0.0	$11k		150.00	74.28	View chart
Fastenal Stock (FAST)	0.0	$11k		276.00	40.13	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$10k		340.00	30.07	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$10k		95.00	107.11	View chart
Ishares Short Maturity Municipal Bond Active Etf Etf (MEAR)	0.0	$10k		200.00	50.32	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$9.9k	-66%	304.00	32.62	View chart
Jpmorgan Betabuilders Europe Etf Etf (BBEU)	0.0	$9.8k	NEW	134.00	73.30	View chart
Ark Genomic Revolution Etf Etf (ARKG)	0.0	$9.8k	NEW	337.00	28.97	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.0	$9.5k	NEW	411.00	23.02	View chart
Micron Technology Stock (MU)	0.0	$9.4k		33.00	286.03	View chart
Blackrock Stock (BLK)	0.0	$8.6k		8.00	1070.38	View chart
Pembina Pipeline Corp Stock (PBA)	0.0	$8.1k		212.00	38.06	View chart
Ishares U.s. Energy Etf Etf (IYE)	0.0	$7.7k		163.00	47.53	View chart
Spotify Technology S A Stock (SPOT)	0.0	$7.0k	NEW	12.00	580.75	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$7.0k		24.00	290.21	View chart
Jpmorgan Betabuilders Developed Asia Pacific Ex-japan Etf Etf (BBAX)	0.0	$6.9k	NEW	123.00	56.30	View chart
Sea Ltd Sponsord Ads Adr (SE)	0.0	$6.8k	NEW	53.00	127.57	View chart
Ishares Gold Trust Etf (IAU)	0.0	$6.7k	NEW	82.00	81.17	View chart
Baker Hughes Company Cl A Stock (BKR)	0.0	$6.6k		145.00	45.54	View chart
Target Corp Stock (TGT)	0.0	$6.5k	-96%	67.00	97.75	View chart
Bhp Group Adr (BHP)	0.0	$5.8k	NEW	96.00	60.38	View chart
Celanese Corp Del Stock (CE)	0.0	$5.6k	NEW	132.00	42.28	View chart
Sap Se Adr (SAP)	0.0	$5.3k	NEW	22.00	242.91	View chart
Aspire Biopharma Hldgs Stock (ASBP)	0.0	$5.3k		40k	0.13	View chart
Ferrari N V Stock (RACE)	0.0	$4.9k	NEW	13.00	374.69	View chart
Ubs Group Stock (UBS)	0.0	$4.4k	NEW	96.00	46.31	View chart
Arch Cap Group Ltd Ord Stock (ACGL)	0.0	$4.3k	NEW	45.00	95.91	View chart
Nio Inc Spon Ads Adr (NIO)	0.0	$4.2k	NEW	819.00	5.10	View chart
Steris Plc Shs Usd Stock (STE)	0.0	$4.1k	NEW	16.00	253.50	View chart
Solventum Corp Stock (SOLV)	0.0	$4.0k		50.00	79.24	View chart
Canadian Pacific Kansas City Stock (CP)	0.0	$3.9k	NEW	53.00	73.74	View chart
Icon Stock (ICLR)	0.0	$3.8k	NEW	21.00	182.24	View chart
Yum China Hldgs Stock (YUMC)	0.0	$3.8k		80.00	47.74	View chart
Nu Hldgs Ltd Ord Shs Cl A Stock (NU)	0.0	$3.8k	NEW	228.00	16.74	View chart
Coupang Inc Cl A Stock (CPNG)	0.0	$3.7k	NEW	158.00	23.59	View chart
Novo-nordisk A S Adr (NVO)	0.0	$3.6k	NEW	70.00	50.89	View chart
Linde Stock (LIN)	0.0	$3.4k	NEW	8.00	426.38	View chart
Ferguson Enterprises Stock (FERG)	0.0	$3.3k	NEW	15.00	222.60	View chart
Icici Bk Ltd Hong Kong Branch Adr (IBN)	0.0	$3.2k	NEW	109.00	29.80	View chart
Corteva Stock (CTVA)	0.0	$2.9k		43.00	67.02	View chart
Cava Group Stock (CAVA)	0.0	$2.9k	NEW	49.00	58.69	View chart
M & T Bk Corp Stock (MTB)	0.0	$2.8k		14.00	201.50	View chart
Canadian Nat Res Stock (CNQ)	0.0	$2.6k	NEW	78.00	33.85	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$2.5k	NEW	7.00	352.86	View chart
Waste Connections Stock (WCN)	0.0	$2.3k	NEW	13.00	175.62	View chart
Atlassian Corporation Cl A Stock (TEAM)	0.0	$2.3k	NEW	14.00	162.14	View chart
Mercadolibre Stock (MELI)	0.0	$2.0k	NEW	1.00	2014.00	View chart
Monday Stock (MNDY)	0.0	$1.9k	NEW	13.00	147.54	View chart
Dupont De Nemours Stock (DD)	0.0	$1.7k		43.00	40.21	View chart
Qnity Electronics Stock (Q)	0.0	$1.7k	NEW	21.00	81.67	View chart
Paramount Skydance Corp Com Cl B Stock (PSKY)	0.0	$1.6k		121.00	13.40	View chart
Fortrea Hldgs Stock (FTRE)	0.0	$1.2k	NEW	72.00	17.25	View chart
Dow Stock (DOW)	0.0	$1.0k		43.00	23.37	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.0	$852.000600		22.00	38.73	View chart
Bigbear Ai Hldgs Stock (BBAI)	0.0	$783.000000	NEW	145.00	5.40	View chart
Scworx Corp Stock	0.0	$525.873600		2.6k	0.20	View chart
Brighthouse Finl Stock (BHF)	0.0	$453.999700		7.00	64.86	View chart
Amc Entmt Hldgs Inc Cl A Stock (AMC)	0.0	$320.005000	NEW	205.00	1.56	View chart
Chemours Stock (CC)	0.0	$236.000000		20.00	11.80	View chart
Xtant Med Hldgs Stock (XTNT)	0.0	$233.989600		298.00	0.79	View chart
Cleveland-cliffs Stock (CLF)	0.0	$225.999700		17.00	13.29	View chart
Global X U.s. Preferred Etf Etf (PFFD)	0.0	$129.999800		7.00	18.57	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	0.0	$106.000000	-50%	1.00	106.00	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$98.000000		1.00	98.00	View chart
Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS)	0.0	$96.000000		5.00	19.20	View chart
Pulte Group Stock (PHM)	0.0	$64.000000		1.00	64.00	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.0	$64.000000		1.00	64.00	View chart
On Semiconductor Corp Stock (ON)	0.0	$38.000000		1.00	38.00	View chart
Carters Stock (CRI)	0.0	$23.000000		1.00	23.00	View chart
Opendoor Technologies Inc Wt Exp 112026 K Stock (OPENW)	0.0	$20.000200	NEW	22.00	0.91	View chart
Global X Superdividend Us Etf Etf (DIV)	0.0	$12.000000		1.00	12.00	View chart
Opendoor Technologies Inc Wt Exp 112026 A Stock (OPENL)	0.0	$11.000000	NEW	22.00	0.50	View chart
Opendoor Technologies Inc Wt Exp 112026 Z Stock (OPENZ)	0.0	$9.000200	NEW	22.00	0.41	View chart
Toll Brothers Stock (TOL)	0.0	$0		0	0.00	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$0		307.00	0.00	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.0	$0		2.0k	0.00	View chart
Wisdomtree Europe Quality Dividend Growth Fund Etf (EUDG)	0.0	$0		0	0.00	View chart
Global X Lithium & Battery Tech Etf Etf (LIT)	0.0	$0		0	0.00	View chart
Crispr Therapeutics Ag Namen Akt Stock (CRSP)	0.0	$0		0	0.00	View chart
Zscaler Stock (ZS)	0.0	$0		0	0.00	View chart

Past Filings by Valley Wealth Managers

SEC 13F filings are viewable for Valley Wealth Managers going back to 2011

Valley Wealth Managers 2025 Q4 filed Feb. 4, 2026
Valley Wealth Managers 2025 Q3 filed Nov. 3, 2025
Valley Wealth Managers 2025 Q2 filed Aug. 6, 2025
Valley Wealth Managers 2025 Q1 filed May 7, 2025
Valley Wealth Managers 2024 Q4 filed Jan. 31, 2025
Valley Wealth Managers 2024 Q3 filed Nov. 6, 2024
Valley Wealth Managers 2024 Q2 filed Aug. 8, 2024
Valley Wealth Managers 2024 Q1 filed May 3, 2024
Valley Wealth Managers 2023 Q4 filed Feb. 7, 2024
Valley Wealth Managers 2023 Q3 filed Nov. 9, 2023
Hallmark Capital Management 2023 Q2 filed July 28, 2023
Hallmark Capital Management 2023 Q1 filed May 3, 2023
Hallmark Capital Management 2022 Q4 filed Feb. 1, 2023
Hallmark Capital Management 2022 Q2 amended filed Nov. 16, 2022
Hallmark Capital Management 2022 Q2 restated filed Nov. 16, 2022
Hallmark Capital Management 2022 Q2 restated filed Nov. 16, 2022

View all past filings

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Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z