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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, MSFT, STX, and represent 14.54% of Valley Wealth Managers's stock portfolio.
Added to shares of these 10 stocks: NXST (+$21M), DAL (+$21M), CRM (+$19M), VONG (+$9.0M), ACN, SHLD, KBWB, JPST, HOOD, LRGG.
Started 29 new stock positions in HBAN, PSEC, NVS, BLK, EBAY, CRM, BK, SCHW, MDT, CRF.
Reduced shares in these 10 stocks: MGY (-$16M), ORCL (-$14M), USMV (-$13M), CAG (-$11M), TGT (-$8.0M), STX (-$5.7M), HAS (-$5.6M), TAP, RSP, IHI.
Sold out of its positions in BAH, CMG, CAG, FDX, RSPM, DVY, IWD, IYR, JD, MGY. MASI, MTCH, MKC, MELI, SHOP, SONY, TTD, TSCO, UNH, VEEV, Walgreen Boots Alliance, ZM, UBS.
Valley Wealth Managers was a net buyer of stock by $16M.
Valley Wealth Managers has $1.5B in assets under management (AUM), dropping by 8.79%.
Central Index Key (CIK): 0000924166

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Portfolio Holdings for Valley Wealth Managers

Valley Wealth Managers holds 312 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Russell 1000 Growth Etf Etf (VONG)	3.6	$54M	+19%	450k	120.50	View chart
Apple Stock (AAPL)	3.2	$49M		192k	254.64	View chart
Broadcom Stock (AVGO)	3.0	$46M	-2%	139k	329.91	View chart
Microsoft Corp Stock (MSFT)	2.5	$38M		73k	517.95	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	2.2	$33M	-14%	140k	236.06	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	2.2	$33M		136k	243.10	View chart
Global X Artificial Intelligence & Technology Etf Etf (AIQ)	2.1	$32M	+2%	644k	49.39	View chart
Morgan Stanley Stock (MS)	2.1	$31M		196k	158.96	View chart
Corning Stock (GLW)	2.1	$31M	-6%	379k	82.03	View chart
Tapestry Stock (TPR)	2.0	$30M	-2%	261k	113.22	View chart
Oracle Corp Stock (ORCL)	1.9	$28M	-32%	100k	281.24	View chart
Cisco Sys Stock (CSCO)	1.8	$27M		394k	68.42	View chart
Cencora Stock (COR)	1.8	$27M		86k	312.54	View chart
Citizens Finl Group Stock (CFG)	1.7	$26M	-2%	498k	53.16	View chart
Macquarie Focused Large Growth Etf Etf (LRGG)	1.7	$25M	+6%	836k	30.04	View chart
Hasbro Stock (HAS)	1.6	$25M	-18%	327k	75.85	View chart
Hubbell Stock (HUBB)	1.6	$24M		56k	430.30	View chart
Metlife Stock (MET)	1.6	$24M		290k	82.37	View chart
Amgen Stock (AMGN)	1.6	$24M		84k	282.20	View chart
Verizon Communications Stock (VZ)	1.6	$24M		541k	43.95	View chart
Invesco Kbw Bank Etf Etf (KBWB)	1.6	$24M	+18%	302k	78.22	View chart
Caci Intl Inc Cl A Stock (CACI)	1.5	$23M		46k	498.77	View chart
Vanguard Value Etf Etf (VTV)	1.5	$23M	+5%	123k	186.49	View chart
Dell Technologies Inc Cl C Stock (DELL)	1.5	$23M		160k	141.77	View chart
Chevron Corp Stock (CVX)	1.5	$23M		145k	155.29	View chart
Progressive Corp Stock (PGR)	1.5	$22M		90k	246.94	View chart
National Fuel Gas Stock (NFG)	1.4	$22M		235k	92.37	View chart
T-mobile Us Stock (TMUS)	1.4	$22M		90k	239.38	View chart
Nexstar Media Group Stock (NXST)	1.4	$21M	NEW	108k	197.74	View chart
Starwood Ppty Tr Reit (STWD)	1.4	$21M		1.1M	19.37	View chart
Delta Air Lines Inc Del Stock (DAL)	1.4	$21M	NEW	371k	56.75	View chart
Assurant Stock (AIZ)	1.4	$21M		96k	216.60	View chart
Sonoco Prods Stock (SON)	1.4	$21M	-2%	480k	43.09	View chart
Pfizer Stock (PFE)	1.4	$21M		804k	25.48	View chart
Ross Stores Stock (ROST)	1.3	$20M		133k	152.39	View chart
Ss&c Technologies Hldgs Stock (SSNC)	1.3	$20M		226k	88.76	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	1.3	$20M	+15%	392k	50.73	View chart
Vertex Pharmaceuticals Stock (VRTX)	1.3	$20M	+2%	50k	391.63	View chart
Salesforce Stock (CRM)	1.3	$19M	NEW	81k	237.00	View chart
Amdocs Stock (DOX)	1.3	$19M	-3%	234k	82.05	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	1.2	$19M	+33%	76k	246.59	View chart
Darden Restaurants Stock (DRI)	1.2	$19M		97k	190.36	View chart
Honeywell Intl Stock (HON)	1.2	$18M		85k	210.50	View chart
The Cigna Group Stock (CI)	1.2	$18M		62k	288.24	View chart
Paypal Hldgs Stock (PYPL)	1.0	$15M		229k	67.06	View chart
Ishares Core Msci Pacific Etf Etf (IPAC)	0.8	$12M	+2%	163k	73.44	View chart
Global X Defense Tech Etf Etf (SHLD)	0.7	$11M	+57%	155k	70.24	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.7	$10M	+13%	65k	155.46	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.7	$10M	-28%	53k	189.70	View chart
Molson Coors Beverage Co Cl B Stock (TAP)	0.7	$9.9M	-31%	218k	45.25	View chart
Wisdomtree Europe Hedged Equity Fund Etf (HEDJ)	0.5	$7.5M	+6%	150k	50.40	View chart
Jpmorgan Chase & Co Stock (JPM)	0.5	$6.8M		22k	315.43	View chart
Qualcomm Stock (QCOM)	0.4	$6.3M	+7%	38k	166.36	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.4	$6.2M	+15%	69k	89.34	View chart
Nvidia Corporation Stock (NVDA)	0.4	$6.1M	+11%	33k	186.58	View chart
Abbvie Stock (ABBV)	0.4	$6.1M	+2%	26k	231.54	View chart
Caterpillar Stock (CAT)	0.4	$5.9M		12k	477.15	View chart
Netapp Stock (NTAP)	0.4	$5.8M		49k	118.46	View chart
International Business Machs Stock (IBM)	0.4	$5.3M	+2%	19k	282.16	View chart
State Str Corp Stock (STT)	0.3	$5.2M		45k	116.01	View chart
Amazon Stock (AMZN)	0.3	$5.2M	+10%	24k	219.57	View chart
Johnson & Johnson Stock (JNJ)	0.3	$5.1M	+4%	27k	185.42	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.3	$5.0M	-3%	41k	120.72	View chart
Pnc Finl Svcs Group Stock (PNC)	0.3	$5.0M		25k	200.93	View chart
General Dynamics Corp Stock (GD)	0.3	$4.8M		14k	341.00	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.3	$4.8M	+2%	36k	134.42	View chart
Travelers Companies Stock (TRV)	0.3	$4.7M		17k	279.22	View chart
American Elec Pwr Stock (AEP)	0.3	$4.7M		41k	112.50	View chart
Dicks Sporting Goods Stock (DKS)	0.3	$4.6M		21k	222.22	View chart
At&t Stock (T)	0.3	$4.6M		163k	28.24	View chart
Us Bancorp Del Stock (USB)	0.3	$4.5M		94k	48.33	View chart
Kinder Morgan Inc Del Stock (KMI)	0.3	$4.5M	+2%	160k	28.31	View chart
Home Depot Stock (HD)	0.3	$4.5M	+2%	11k	405.19	View chart
Price T Rowe Group Stock (TROW)	0.3	$4.5M		43k	102.64	View chart
Gilead Sciences Stock (GILD)	0.3	$4.3M		39k	111.00	View chart
Public Svc Enterprise Grp Stock (PEG)	0.3	$4.3M	+2%	51k	83.46	View chart
Fidelity National Financial In Stock (FNF)	0.3	$4.3M	+2%	70k	60.49	View chart
First Trust Rba American Industrial Renaissance Etf Etf (AIRR)	0.3	$4.2M		44k	96.68	View chart
Merck & Co Stock (MRK)	0.3	$4.2M	+2%	50k	83.93	View chart
Jpmorgan U.s. Tech Leaders Etf Etf (JTEK)	0.3	$4.2M	+29%	45k	91.97	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$4.2M	+2%	37k	112.75	View chart
Pepsico Stock (PEP)	0.3	$4.2M	+6%	30k	140.44	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.3	$4.1M	-2%	30k	140.05	View chart
Starbucks Corp Stock (SBUX)	0.3	$4.1M	+3%	49k	84.60	View chart
Procter And Gamble Stock (PG)	0.3	$4.1M	+5%	27k	153.65	View chart
Vici Pptys Reit (VICI)	0.3	$4.1M		125k	32.61	View chart
Realty Income Corp Reit (O)	0.3	$4.1M	+3%	67k	60.79	View chart
Coca Cola Stock (KO)	0.3	$4.0M	+4%	61k	66.32	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.3	$4.0M	-3%	14k	293.79	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$4.0M	+3%	8.0k	499.21	View chart
Msc Indl Direct Inc Cl A Stock (MSM)	0.3	$4.0M		43k	92.14	View chart
Mcdonalds Corp Stock (MCD)	0.3	$3.9M	+2%	13k	303.89	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.3	$3.9M	-22%	34k	115.01	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.2	$3.7M		118k	31.42	View chart
Amplify Cybersecurity Etf Etf (HACK)	0.2	$3.7M		42k	86.80	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.2	$3.4M		5.1k	666.18	View chart
Prudential Finl Stock (PRU)	0.2	$3.4M	+4%	32k	103.74	View chart
Meta Platforms Inc Cl A Stock (META)	0.2	$3.2M	+23%	4.4k	734.38	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.2	$3.2M	+8%	41k	78.91	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.2	$3.2M	-4%	4.7k	669.30	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.2	$3.2M	+27%	12k	271.13	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.2	$3.0M	+10%	62k	49.46	View chart
HP Stock (HPQ)	0.2	$3.0M	+5%	112k	27.23	View chart
Eog Res Stock (EOG)	0.2	$3.0M	+3%	26k	112.12	View chart
General Mls Stock (GIS)	0.2	$2.9M		58k	50.42	View chart
Eli Lilly & Co Stock (LLY)	0.2	$2.8M	+33%	3.7k	763.00	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.2	$2.7M	-5%	15k	174.58	View chart
Lyondellbasell Industries N V Shs - A - Stock (LYB)	0.2	$2.7M	+6%	55k	49.04	View chart
Arista Networks Stock (ANET)	0.2	$2.5M		17k	145.71	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.2	$2.3M	NEW	16k	143.18	View chart
Visa Inc Com Cl A Stock (V)	0.1	$2.0M	+29%	5.9k	341.38	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)	0.1	$2.0M	-2%	80k	25.19	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$2.0M	-3%	23k	87.31	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.1	$1.9M	-3%	15k	130.28	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.1	$1.8M	-2%	75k	24.30	View chart
Intuitive Surgical Stock (ISRG)	0.1	$1.8M	+52%	4.1k	447.23	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$1.8M	-4%	6.0k	297.62	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.1	$1.7M	-2%	70k	24.34	View chart
Synopsys Stock (SNPS)	0.1	$1.7M	+17%	3.4k	493.39	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$1.5M	-6%	28k	54.18	View chart
Ab Core Plus Bond Etf Etf (CPLS)	0.1	$1.5M	+3%	41k	35.90	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$1.5M	-2%	2.0k	746.63	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$1.4M	-6%	18k	79.93	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$1.3M	+38%	2.2k	612.31	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.1	$1.2M	-4%	46k	25.52	View chart
Fidelity Total Bond Etf Etf (FBND)	0.1	$1.2M	+4%	25k	46.24	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$1.1M	+15%	4.7k	243.55	View chart
Amphenol Corp New Cl A Stock (APH)	0.1	$1.1M	+7%	9.2k	123.75	View chart
Netflix Stock (NFLX)	0.1	$971k	+3%	810.00	1198.92	View chart
Costco Whsl Corp Stock (COST)	0.1	$968k	-7%	1.0k	925.63	View chart
Kla Corp Stock (KLAC)	0.1	$941k	+9%	872.00	1078.60	View chart
Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.1	$865k	-6%	9.8k	88.65	View chart
Ishares Fallen Angels Usd Bond Etf Etf (FALN)	0.1	$811k	+2%	29k	27.78	View chart
Palo Alto Networks Stock (PANW)	0.1	$793k	+16%	3.9k	203.62	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$789k	-5%	1.7k	468.41	View chart
Oreilly Automotive Stock (ORLY)	0.1	$779k	+12%	7.2k	107.81	View chart
Applied Matls Stock (AMAT)	0.0	$745k	+12%	3.6k	204.73	View chart
Invesco Fundamental High Yield Corporate Bond Etf Etf (PHB)	0.0	$738k	+3%	40k	18.58	View chart
Tjx Cos Stock (TJX)	0.0	$737k	+14%	5.1k	144.54	View chart
Intuit Stock (INTU)	0.0	$733k	NEW	1.1k	682.91	View chart
Lpl Finl Hldgs Stock (LPLA)	0.0	$727k	+9%	2.2k	332.69	View chart
Vaneck Ig Floating Rate Etf Etf (FLTR)	0.0	$726k	-7%	28k	25.57	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.0	$720k		1.2k	600.37	View chart
Hilton Worldwide Hldgs Stock (HLT)	0.0	$715k	+12%	2.8k	259.44	View chart
Servicenow Stock (NOW)	0.0	$700k	+19%	761.00	920.28	View chart
Trane Technologies Stock (TT)	0.0	$689k	+12%	1.6k	421.96	View chart
Hca Healthcare Stock (HCA)	0.0	$680k	+14%	1.6k	426.20	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.0	$675k		29k	23.47	View chart
Apollo Global Mgmt Stock (APO)	0.0	$657k	+13%	4.9k	133.27	View chart
Fortinet Stock (FTNT)	0.0	$652k	+14%	7.8k	84.08	View chart
Automatic Data Processing Stock (ADP)	0.0	$636k	+15%	2.2k	293.50	View chart
Sherwin Williams Stock (SHW)	0.0	$631k	+15%	1.8k	346.26	View chart
Fair Isaac Corp Stock (FICO)	0.0	$620k	+34%	414.00	1496.53	View chart
Msci Stock (MSCI)	0.0	$616k	+15%	1.1k	567.41	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.0	$616k	+7%	2.2k	281.86	View chart
Transdigm Group Stock (TDG)	0.0	$601k	+24%	456.00	1318.02	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.0	$599k	+38%	7.5k	80.17	View chart
Valley Natl Bancorp Stock (VLY)	0.0	$597k		56k	10.60	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.0	$591k	-8%	10k	58.85	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$533k	-4%	6.3k	84.11	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.0	$488k	+44%	971.00	502.74	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$483k	+3%	18k	27.30	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$466k	-11%	4.2k	110.59	View chart
Cdw Corp Stock (CDW)	0.0	$414k	+23%	2.6k	159.28	View chart
Invesco Variable Rate Preferred Etf Etf (VRP)	0.0	$337k	-6%	14k	24.70	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.0	$301k	-5%	2.5k	119.50	View chart
Walmart Stock (WMT)	0.0	$283k	+5%	2.7k	103.06	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.0	$280k	-14%	2.0k	139.17	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$245k	-11%	4.6k	53.87	View chart
Intel Corp Stock (INTC)	0.0	$237k		7.1k	33.56	View chart
Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)	0.0	$210k	+13%	8.2k	25.60	View chart
Booking Holdings Stock (BKNG)	0.0	$200k	+37%	37.00	5399.27	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.0	$194k		810.00	239.64	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$186k	+341%	327.00	568.81	View chart
Target Corp Stock (TGT)	0.0	$177k	-97%	2.0k	89.70	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$141k		293.00	479.61	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$134k	-98%	1.4k	95.14	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$128k	-18%	1.3k	100.25	View chart
Eaton Corp Stock (ETN)	0.0	$114k		304.00	374.25	View chart
Boeing Stock (BA)	0.0	$111k		513.00	215.83	View chart
Philip Morris Intl Stock (PM)	0.0	$107k	NEW	661.00	162.20	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$103k	-8%	1.4k	74.37	View chart
Lowes Cos Stock (LOW)	0.0	$98k	+333%	390.00	251.31	View chart
Sempra Stock (SRE)	0.0	$98k		1.1k	89.98	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.0	$86k		806.00	106.78	View chart
Abbott Labs Stock (ABT)	0.0	$86k	+42%	642.00	133.94	View chart
Ge Vernova Stock (GEV)	0.0	$84k		137.00	614.90	View chart
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)	0.0	$82k	+109%	1.6k	50.83	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.0	$82k	-96%	1.4k	60.08	View chart
Spdr Gold Shares Etf (GLD)	0.0	$77k		217.00	355.48	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.0	$74k		482.00	154.23	View chart
Spdr Nuveen Ice Short Term Municipal Bond Etf Etf (SHM)	0.0	$72k		1.5k	48.22	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.0	$68k		576.00	118.37	View chart
Phillips 66 Stock (PSX)	0.0	$68k	+400%	500.00	136.02	View chart
Ishares U.s. Pharmaceuticals Etf Etf (IHE)	0.0	$65k		900.00	72.56	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.0	$65k	-13%	1.5k	42.79	View chart
GSK Adr (GSK)	0.0	$65k		1.5k	43.16	View chart
Allstate Corp Stock (ALL)	0.0	$61k		283.00	214.65	View chart
Astrazeneca Adr (AZN)	0.0	$58k		750.00	76.72	View chart
Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.0	$57k		582.00	98.00	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.0	$57k		175.00	323.12	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$54k	+21%	174.00	309.74	View chart
Apple Hospitality Reit Reit (APLE)	0.0	$54k		4.5k	12.01	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$53k		245.00	215.79	View chart
Emerson Elec Stock (EMR)	0.0	$51k		391.00	131.18	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$51k	+16%	964.00	53.03	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$48k	NEW	500.00	95.47	View chart
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)	0.0	$48k		350.00	135.65	View chart
Rithm Capital Corp Reit (RITM)	0.0	$46k	NEW	4.0k	11.39	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.0	$45k		574.00	78.37	View chart
Wells Fargo Stock (WFC)	0.0	$45k	+1942%	531.00	83.82	View chart
Vaneck Short Muni Etf Etf (SMB)	0.0	$42k		2.4k	17.42	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$40k		270.00	146.32	View chart
Microchip Technology Stock (MCHP)	0.0	$39k		600.00	64.22	View chart
Analog Devices Stock (ADI)	0.0	$38k	NEW	155.00	245.70	View chart
Conocophillips Stock (COP)	0.0	$38k		400.00	94.59	View chart
Disney Walt Stock (DIS)	0.0	$37k		325.00	114.50	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$36k		110.00	328.17	View chart
Parker-hannifin Corp Stock (PH)	0.0	$36k	NEW	47.00	758.15	View chart
Sysco Corp Stock (SYY)	0.0	$33k		400.00	82.34	View chart
Cintas Corp Stock (CTAS)	0.0	$33k		160.00	205.26	View chart
Bank New York Mellon Corp Stock (BK)	0.0	$33k	NEW	300.00	108.96	View chart
Calamos Dynamic Conv & Income Cef (CCD)	0.0	$32k		1.5k	21.04	View chart
Novartis Adr (NVS)	0.0	$31k	NEW	245.00	128.24	View chart
3M Stock (MMM)	0.0	$31k		200.00	155.18	View chart
Rtx Corporation Stock (RTX)	0.0	$30k	NEW	179.00	167.33	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.0	$30k		1.3k	22.14	View chart
Medtronic Stock (MDT)	0.0	$29k	NEW	308.00	95.24	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$29k		904.00	31.91	View chart
Truist Finl Corp Stock (TFC)	0.0	$28k	NEW	619.00	45.72	View chart
Gabelli Divid & Income Tr Cef (GDV)	0.0	$27k		1.0k	27.13	View chart
Csx Corp Stock (CSX)	0.0	$27k		750.00	35.51	View chart
American Express Stock (AXP)	0.0	$25k	+153%	76.00	332.16	View chart
Ebay Stock (EBAY)	0.0	$23k	NEW	252.00	90.95	View chart
Materials Select Sector Spdr Fund Etf (XLB)	0.0	$23k		255.00	89.62	View chart
Rockwell Automation Stock (ROK)	0.0	$23k	NEW	65.00	349.52	View chart
Duke Energy Corp Stock (DUK)	0.0	$21k	NEW	171.00	123.75	View chart
Altria Group Stock (MO)	0.0	$21k	-23%	311.00	66.06	View chart
Bank America Corp Stock (BAC)	0.0	$20k		392.00	51.59	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.0	$20k		226.00	87.21	View chart
Texas Instrs Stock (TXN)	0.0	$19k	NEW	105.00	183.73	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$18k		87.00	209.80	View chart
Real Estate Select Sector Spdr Fund Etf (XLRE)	0.0	$16k		371.00	42.13	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$16k		792.00	19.53	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.0	$14k		182.00	78.09	View chart
Illinois Tool Wks Stock (ITW)	0.0	$14k	NEW	53.00	260.75	View chart
Fastenal Stock (FAST)	0.0	$14k	NEW	276.00	49.04	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$14k		100.00	134.67	View chart
Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	0.0	$13k	-64%	98.00	128.00	View chart
Broadridge Finl Solutions Stock (BR)	0.0	$12k		52.00	238.17	View chart
Yum Brands Stock (YUM)	0.0	$12k		80.00	152.00	View chart
Nextera Energy Stock (NEE)	0.0	$12k		160.00	75.49	View chart
Pimco Short Term Municipal Bond Active Etf Etf (SMMU)	0.0	$12k		237.00	50.57	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.0	$12k		87.00	137.74	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$12k		57.00	206.51	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$12k		230.00	50.07	View chart
Huntington Bancshares Stock (HBAN)	0.0	$11k	NEW	655.00	17.27	View chart
Stanley Black & Decker Stock (SWK)	0.0	$11k		150.00	74.33	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$11k		63.00	176.81	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$10k		95.00	106.49	View chart
Ishares Short Maturity Municipal Bond Active Etf Etf (MEAR)	0.0	$10k		200.00	50.51	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$10k	-2%	340.00	29.64	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.0	$9.7k		206.00	46.96	View chart
Oxford Lane Cap Corp Cef	0.0	$9.5k	NEW	560.00	16.93	View chart
Blackrock Stock (BLK)	0.0	$9.3k	NEW	8.00	1165.88	View chart
Pembina Pipeline Corp Stock (PBA)	0.0	$8.6k		212.00	40.46	View chart
Aspire Biopharma Hldgs Stock (ASBP)	0.0	$8.2k		40k	0.21	View chart
Ishares U.s. Energy Etf Etf (IYE)	0.0	$7.7k		163.00	47.52	View chart
Baker Hughes Company Cl A Stock (BKR)	0.0	$7.1k		145.00	48.72	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$7.1k		24.00	293.75	View chart
Ishares Mbs Etf Etf (MBB)	0.0	$6.2k		65.00	95.15	View chart
Cornerstone Total Return Fd In Cef (CRF)	0.0	$5.2k	NEW	645.00	8.04	View chart
Ford Mtr Stock (F)	0.0	$4.1k		341.00	11.97	View chart
Solventum Corp Stock (SOLV)	0.0	$3.7k		50.00	73.00	View chart
Yum China Hldgs Stock (YUMC)	0.0	$3.4k		80.00	42.92	View chart
Dupont De Nemours Stock (DD)	0.0	$3.4k		43.00	77.91	View chart
Corteva Stock (CTVA)	0.0	$2.9k		43.00	67.63	View chart
M & T Bk Corp Stock (MTB)	0.0	$2.8k		14.00	197.64	View chart
Paramount Skydance Corp Com Cl B Stock (PSKY)	0.0	$2.3k	NEW	121.00	18.92	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.0	$1.1k		22.00	50.64	View chart
Dow Stock (DOW)	0.0	$985.998600		43.00	22.93	View chart
Scworx Corp Stock	0.0	$525.873600		2.6k	0.20	View chart
Brighthouse Finl Stock (BHF)	0.0	$372.000300		7.00	53.14	View chart
Chemours Stock (CC)	0.0	$317.000000		20.00	15.85	View chart
Cleveland-cliffs Stock (CLF)	0.0	$207.000500		17.00	12.18	View chart
Xtant Med Hldgs Stock (XTNT)	0.0	$193.014600		298.00	0.65	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	0.0	$168.000000	-99%	2.00	84.00	View chart
Global X U.s. Preferred Etf Etf (PFFD)	0.0	$131.000100		7.00	18.71	View chart
Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS)	0.0	$128.000000		5.00	25.60	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$99.000000		1.00	99.00	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.0	$96.000000		1.00	96.00	View chart
Pulte Group Stock (PHM)	0.0	$72.000000		1.00	72.00	View chart
Spdr S&p Regional Banking Etf Etf (KRE)	0.0	$63.000000		1.00	63.00	View chart
On Semiconductor Corp Stock (ON)	0.0	$35.000000		1.00	35.00	View chart
Kb Home Stock (KBH)	0.0	$34.000000		1.00	34.00	View chart
Hanesbrands Stock (HBI)	0.0	$26.000000		4.00	6.50	View chart
Carters Stock (CRI)	0.0	$20.000000		1.00	20.00	View chart
Old Second Bancorp Inc Ill Stock (OSBC)	0.0	$12.000000		1.00	12.00	View chart
Global X Superdividend Us Etf Etf (DIV)	0.0	$12.000000		1.00	12.00	View chart
Pennantpark Floating Rate Cap Cef (PFLT)	0.0	$9.000000	NEW	1.00	9.00	View chart
Knot Offshore Partners Lp Com Units Stock (KNOP)	0.0	$9.000000	NEW	1.00	9.00	View chart
Prospect Cap Corp Cef (PSEC)	0.0	$8.000100	NEW	3.00	2.67	View chart
Toll Brothers Stock (TOL)	0.0	$0		0	0.00	View chart
D R Horton Stock (DHI)	0.0	$0		0	0.00	View chart
Micron Technology Stock (MU)	0.0	$0		0	0.00	View chart
Spirit Aerosystems Hldgs Inc Com Cl A Stock (SPR)	0.0	$0		0	0.00	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$0	+176%	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 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
Hallmark Capital Management 2022 Q3 filed Nov. 9, 2022

View all past filings

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