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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, GLW, AVGO, AIQ, and represent 13.98% of Valley Wealth Managers's stock portfolio.
Added to shares of these 10 stocks: ESI (+$26M), META (+$19M), KDP (+$18M), VTV (+$9.4M), VONG (+$6.0M), PFE (+$5.8M), AIRR (+$5.7M), EMN, AIQ, UNH.
Started 24 new stock positions in ESI, CMBT, SNDK, CSW, FANG, KMB, COF, NMM, SGOV, BIDU. WDC, BP, Inseego, VNOM, EMN, JD, BILI, C, KDP, HYLN, METC, AMT, UNH, PFG.
Reduced shares in these 10 stocks: STX (-$25M), LRGG (-$21M), DOX (-$12M), PYPL (-$12M), TPR (-$9.6M), GOOGL (-$9.4M), XLE (-$9.0M), GLW (-$8.0M), AVGO (-$6.6M), JNJ (-$5.8M).
Sold out of its positions in AMC, ARKK, ARKG, ELV, TEAM, BHP, BBAI, CNQ, CP, CRI.
Valley Wealth Managers was a net seller of stock by $-21M.
Valley Wealth Managers has $1.6B in assets under management (AUM), dropping by -0.49%.
Central Index Key (CIK): 0000924166

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Portfolio Holdings for Valley Wealth Managers

Valley Wealth Managers holds 316 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Russell 1000 Growth Etf Etf (VONG)	3.8	$58M	+11%	532k	109.69	View chart
Apple Stock (AAPL)	3.0	$47M	-4%	183k	253.78	View chart
Corning Stock (GLW)	2.7	$42M	-16%	307k	135.97	View chart
Broadcom Stock (AVGO)	2.3	$36M	-15%	115k	309.50	View chart
Global X Artificial Intelligence & Technology Etf Etf (AIQ)	2.3	$35M	+15%	749k	46.67	View chart
Vanguard Value Etf Etf (VTV)	2.2	$35M	+37%	178k	196.20	View chart
Hasbro Stock (HAS)	1.9	$30M	-3%	320k	93.60	View chart
Cisco Sys Stock (CSCO)	1.9	$30M	-2%	385k	77.59	View chart
Verizon Communications Stock (VZ)	1.9	$30M	+3%	593k	50.20	View chart
Citizens Finl Group Stock (CFG)	1.8	$28M	-3%	473k	59.97	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.8	$28M	-24%	98k	287.56	View chart
Dell Technologies Inc Cl C Stock (DELL)	1.8	$28M	+5%	170k	164.13	View chart
Microsoft Corp Stock (MSFT)	1.8	$28M		75k	370.19	View chart
Morgan Stanley Stock (MS)	1.8	$27M	-14%	166k	164.57	View chart
Ross Stores Stock (ROST)	1.8	$27M	-5%	126k	216.64	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	1.7	$27M	-48%	69k	391.76	View chart
Tapestry Stock (TPR)	1.7	$27M	-26%	190k	141.11	View chart
Pfizer Stock (PFE)	1.7	$27M	+28%	949k	28.08	View chart
Hubbell Stock (HUBB)	1.7	$27M	-4%	54k	490.74	View chart
Element Solutions Stock (ESI)	1.7	$26M	NEW	775k	34.14	View chart
Honeywell Intl Stock (HON)	1.7	$26M	+2%	117k	226.04	View chart
Chevron Corporation Stock (CVX)	1.6	$25M	-3%	121k	206.90	View chart
Kroger Stock (KR)	1.6	$25M	+8%	344k	72.36	View chart
Delta Air Lines Stock (DAL)	1.6	$25M		370k	66.48	View chart
Amgen Stock (AMGN)	1.6	$24M	-18%	69k	351.86	View chart
Cencora Stock (COR)	1.6	$24M	-10%	77k	314.15	View chart
Nexstar Media Group Stock (NXST)	1.5	$24M		132k	180.83	View chart
National Fuel Gas Stock (NFG)	1.5	$23M		244k	93.96	View chart
Caci Intl Inc Cl A Stock (CACI)	1.5	$23M	-2%	42k	543.88	View chart
Vertex Pharmaceuticals Stock (VRTX)	1.4	$22M		50k	446.52	View chart
Metlife Stock (MET)	1.4	$22M	+4%	314k	70.72	View chart
Meta Platforms Inc Cl A Stock (META)	1.4	$22M	+661%	39k	572.13	View chart
T-mobile Us Stock (TMUS)	1.4	$22M	+9%	105k	210.02	View chart
Assurant Stock (AIZ)	1.4	$21M		97k	217.82	View chart
Darden Restaurants Stock (DRI)	1.3	$20M		103k	196.04	View chart
Progressive Corp Stock (PGR)	1.3	$20M	+9%	101k	198.24	View chart
Starwood Ppty Tr Reit (STWD)	1.3	$20M	+26%	1.2M	17.22	View chart
Oracle Corp Stock (ORCL)	1.3	$20M	+10%	134k	147.10	View chart
The Cigna Group Stock (CI)	1.2	$18M	+6%	68k	266.75	View chart
Keurig Dr Pepper Stock (KDP)	1.2	$18M	NEW	681k	26.33	View chart
Ss&c Tech Hldgs Stock (SSNC)	1.0	$16M	+2%	237k	67.57	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	1.0	$15M	-2%	76k	198.30	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.9	$15M	+32%	76k	191.92	View chart
Ishares Core Msci Pacific Etf Etf (IPAC)	0.9	$14M	+6%	184k	76.51	View chart
Salesforce Stock (CRM)	0.9	$14M	-2%	75k	186.66	View chart
Global X Defense Tech Etf Etf (SHLD)	0.9	$14M	+16%	194k	70.84	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.8	$12M		71k	165.70	View chart
First Trust Rba American Industrial Renaissance Etf Etf (AIRR)	0.7	$11M	+116%	95k	110.78	View chart
Wisdomtree Europe Hedged Equity Fund Etf (HEDJ)	0.7	$10M	+21%	196k	52.30	View chart
Invesco Kbw Bank Etf Etf (KBWB)	0.6	$9.3M	-29%	118k	79.12	View chart
State Street Spdr S&p Regional Banking Etf Etf (KRE)	0.6	$9.0M	-29%	138k	65.15	View chart
Nvidia Corporation Stock (NVDA)	0.4	$6.8M	+8%	39k	174.40	View chart
Exxon Mobil Corp Stock (XOM)	0.4	$6.2M	-4%	36k	169.66	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$6.0M	-2%	21k	294.16	View chart
Abbvie Stock (ABBV)	0.4	$5.8M		27k	217.49	View chart
Merck & Co Stock (MRK)	0.4	$5.7M	-4%	47k	120.29	View chart
Kinder Morgan Inc Del Stock (KMI)	0.4	$5.5M		165k	33.53	View chart
Ryder Sys Stock (R)	0.4	$5.5M		27k	204.71	View chart
Amazon Stock (AMZN)	0.3	$5.4M		26k	208.27	View chart
Pnc Finl Svcs Group Stock (PNC)	0.3	$5.2M		25k	208.09	View chart
American Elec Pwr Stock (AEP)	0.3	$5.2M		40k	131.08	View chart
Netapp Stock (NTAP)	0.3	$5.2M	+2%	51k	102.39	View chart
Texas Instrs Stock (TXN)	0.3	$5.2M		27k	194.14	View chart
Eog Res Stock (EOG)	0.3	$5.1M	+7%	35k	144.57	View chart
State Str Corp Stock (STT)	0.3	$5.0M	-8%	40k	126.56	View chart
At&t Stock (T)	0.3	$5.0M		174k	28.99	View chart
Gilead Sciences Stock (GILD)	0.3	$5.0M	-6%	36k	139.37	View chart
Travelers Companies Stock (TRV)	0.3	$4.9M		17k	291.68	View chart
General Dynamics Corp Stock (GD)	0.3	$4.9M		14k	343.22	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$4.8M	-3%	7.9k	604.39	View chart
Pepsico Stock (PEP)	0.3	$4.8M	+3%	31k	155.29	View chart
Coca Cola Stock (KO)	0.3	$4.8M		63k	76.05	View chart
Automatic Data Processing Stock (ADP)	0.3	$4.8M	+919%	23k	203.18	View chart
Us Bancorp Stock (USB)	0.3	$4.7M	-5%	90k	52.01	View chart
Realty Income Corp Reit (O)	0.3	$4.7M		76k	61.18	View chart
Eastman Chem Stock (EMN)	0.3	$4.6M	NEW	61k	76.32	View chart
Public Svc Enterprise Group Stock (PEG)	0.3	$4.6M		57k	80.95	View chart
Unitedhealth Group Stock (UNH)	0.3	$4.6M	NEW	17k	270.59	View chart
Starbucks Corp Stock (SBUX)	0.3	$4.6M		51k	89.59	View chart
International Business Machs Stock (IBM)	0.3	$4.5M		19k	242.39	View chart
American Tower Corp Reit (AMT)	0.3	$4.5M	NEW	26k	172.58	View chart
Medtronic Stock (MDT)	0.3	$4.5M	+16598%	51k	86.65	View chart
Procter & Gamble Stock (PG)	0.3	$4.4M	+8%	31k	144.44	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.3	$4.4M		39k	113.11	View chart
Kimberly-clark Corp Stock (KMB)	0.3	$4.4M	NEW	46k	96.47	View chart
Dicks Sporting Goods Stock (DKS)	0.3	$4.3M	+2%	22k	198.29	View chart
Msc Indl Direct Inc Cl A Stock (MSM)	0.3	$4.2M	+2%	46k	92.27	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.3	$4.2M		146k	28.71	View chart
Mcdonalds Corp Stock (MCD)	0.3	$4.1M		13k	310.79	View chart
Price T Rowe Group Stock (TROW)	0.3	$4.1M	+2%	45k	90.14	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.3	$4.1M		37k	109.36	View chart
Qualcomm Stock (QCOM)	0.3	$4.0M	-21%	31k	128.78	View chart
Vici Pptys Reit (VICI)	0.3	$4.0M	+46%	147k	27.32	View chart
Home Depot Stock (HD)	0.2	$3.9M	+2%	12k	328.89	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.2	$3.9M	+20%	80k	48.05	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.2	$3.8M	+12%	12k	328.66	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.2	$3.7M	-9%	25k	145.94	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.2	$3.7M	+10%	47k	78.41	View chart
Jpmorgan U.s. Tech Leaders Etf Etf (JTEK)	0.2	$3.6M		45k	79.54	View chart
Amplify Cybersecurity Etf Etf (HACK)	0.2	$3.4M	+2%	45k	75.09	View chart
Eli Lilly & Co Stock (LLY)	0.2	$3.4M	-4%	3.7k	919.77	View chart
Prudential Finl Stock (PRU)	0.2	$3.4M	+4%	34k	97.70	View chart
Fidelity Total Bond Etf Etf (FBND)	0.2	$3.3M	+15%	73k	45.62	View chart
Fidelity Natl Finl Stock (FNF)	0.2	$3.2M		69k	46.38	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.2	$3.1M	-60%	62k	50.61	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.2	$3.1M	-4%	12k	257.35	View chart
Amdocs Stock (DOX)	0.2	$3.0M	-79%	46k	65.26	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.2	$2.9M		4.4k	653.21	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.2	$2.8M	+2%	35k	80.05	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.2	$2.6M	-5%	14k	184.28	View chart
Amphenol Corp Cl A Stock (APH)	0.2	$2.3M	-4%	19k	126.35	View chart
Arista Networks Stock (ANET)	0.1	$2.3M	-3%	19k	122.78	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.1	$2.3M	+275%	9.0k	250.58	View chart
Ab Core Plus Bond Etf Etf (CPLS)	0.1	$2.2M	+6%	62k	35.27	View chart
Intuitive Surgical Stock (ISRG)	0.1	$2.2M	-4%	4.7k	460.99	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.1	$2.1M	-30%	3.3k	650.34	View chart
Visa Inc Com Cl A Stock (V)	0.1	$2.0M	-5%	6.7k	302.24	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$1.9M	-5%	21k	90.53	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.1	$1.9M		77k	24.24	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.1	$1.7M		72k	24.24	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.1	$1.6M	-13%	32k	50.81	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.1	$1.6M	-5%	13k	125.13	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$1.6M	-10%	5.1k	302.25	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$1.5M		18k	79.27	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$1.3M	-9%	25k	54.05	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$1.3M	+3%	2.1k	597.56	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.1	$1.2M		48k	25.33	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$1.2M	-9%	4.2k	286.86	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.1	$1.2M	-4%	17k	69.30	View chart
Kla Corp Stock (KLAC)	0.1	$1.2M	-6%	795.00	1472.41	View chart
Applied Matls Stock (AMAT)	0.1	$1.1M	-7%	3.4k	341.77	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$1.1M	-10%	1.6k	697.72	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.1	$1.1M		40k	27.46	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$972k	-3%	975.00	996.43	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.1	$853k	+12%	37k	23.26	View chart
Hilton Worldwide Hldgs Stock (HLT)	0.1	$824k	-5%	2.7k	304.08	View chart
Ishares Fallen Angels Usd Bond Etf Etf (FALN)	0.1	$817k		31k	26.72	View chart
Netflix Stock (NFLX)	0.1	$809k		8.4k	96.15	View chart
Tjx Cos Stock (TJX)	0.1	$803k	-2%	5.0k	159.70	View chart
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.1	$801k	-4%	8.5k	94.58	View chart
Invesco Bloomberg Enhanced Fallen Angels Etf Etf (IFLN)	0.1	$787k	+4%	44k	17.94	View chart
Nomura Focused Large Growth Etf Etf (LRGG)	0.0	$771k	-96%	30k	25.62	View chart
Johnson & Johnson Stock (JNJ)	0.0	$764k	-88%	3.1k	244.45	View chart
Hca Healthcare Stock (HCA)	0.0	$727k		1.5k	473.24	View chart
Intuit Stock (INTU)	0.0	$706k	+57%	1.6k	432.38	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$705k	-4%	1.7k	426.40	View chart
Valley Natl Bancorp Stock (VLY)	0.0	$691k		56k	12.28	View chart
Vaneck Ig Floating Rate Etf Etf (FLTR)	0.0	$690k		27k	25.48	View chart
Trane Technologies Stock (TT)	0.0	$690k	-3%	1.7k	416.74	View chart
Oreilly Automotive Stock (ORLY)	0.0	$668k	-4%	7.2k	92.31	View chart
Lpl Finl Hldgs Stock (LPLA)	0.0	$663k	-4%	2.2k	300.83	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.0	$660k	-2%	1.1k	577.18	View chart
Servicenow Stock (NOW)	0.0	$649k	+52%	6.2k	104.55	View chart
Palo Alto Networks Stock (PANW)	0.0	$632k		3.9k	160.32	View chart
Fortinet Stock (FTNT)	0.0	$622k	-3%	7.6k	81.72	View chart
Msci Stock (MSCI)	0.0	$609k		1.1k	539.01	View chart
Sherwin Williams Stock (SHW)	0.0	$598k	-5%	1.9k	320.55	View chart
State Street Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)	0.0	$586k	+165%	24k	24.98	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.0	$584k		10k	58.54	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.0	$571k	+6%	6.8k	83.57	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$546k		6.6k	82.75	View chart
Transdigm Group Stock (TDG)	0.0	$532k	+3%	459.00	1158.96	View chart
Apollo Global Mgmt Stock (APO)	0.0	$506k	-4%	4.5k	111.42	View chart
Synopsys Stock (SNPS)	0.0	$478k	+3%	1.2k	396.48	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.0	$434k	-2%	905.00	479.20	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.0	$431k	-24%	3.2k	132.90	View chart
Fair Isaac Corp Stock (FICO)	0.0	$420k	-5%	393.00	1067.54	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$355k	-12%	3.0k	118.45	View chart
Invesco Variable Rate Preferred Etf Etf (VRP)	0.0	$308k		13k	23.98	View chart
Walmart Stock (WMT)	0.0	$305k	-10%	2.5k	124.28	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.0	$304k	+2%	2.6k	118.58	View chart
Intel Corp Stock (INTC)	0.0	$296k	-4%	6.7k	44.13	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$278k	-4%	1.9k	146.61	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.0	$258k	+160%	12k	21.89	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$216k		4.4k	49.37	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$184k	+5%	1.7k	108.98	View chart
Booking Holdings Stock (BKNG)	0.0	$156k		37.00	4210.32	View chart
Solstice Advanced Matls Stock (SOLS)	0.0	$140k	-91%	1.8k	76.17	View chart
Citigroup Stock (C)	0.0	$134k	NEW	1.2k	113.41	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$131k	-25%	262.00	499.66	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$128k		293.00	436.79	View chart
Ge Vernova Stock (GEV)	0.0	$120k		137.00	872.90	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$119k		1.2k	99.27	View chart
Sempra Stock (SRE)	0.0	$105k		1.1k	97.17	View chart
Abbott Laboratories Stock (ABT)	0.0	$93k	+40%	902.00	102.67	View chart
Lowes Cos Stock (LOW)	0.0	$92k		390.00	236.28	View chart
Phillips 66 Stock (PSX)	0.0	$91k		500.00	182.18	View chart
Spdr Gold Shares Etf (GLD)	0.0	$91k	-61%	211.00	430.30	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.0	$87k	NEW	868.00	100.66	View chart
Philip Morris Intl Stock (PM)	0.0	$87k	-20%	525.00	165.34	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$86k	-6%	1.2k	73.64	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.0	$86k		806.00	106.50	View chart
GSK Adr (GSK)	0.0	$83k		1.5k	55.19	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$81k	-99%	1.3k	61.26	View chart
Bank New York Mellon Corp Stock (BK)	0.0	$81k	+126%	680.00	118.63	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.0	$80k		495.00	161.73	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$79k	+148%	670.00	118.21	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.0	$78k	+22%	705.00	110.86	View chart
Ishares U.s. Pharmaceuticals Etf Etf (IHE)	0.0	$78k		900.00	86.68	View chart
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)	0.0	$74k	-9%	1.5k	50.49	View chart
Astrazeneca Plc Ord Adr (AZN)	0.0	$74k	-54%	374.00	197.22	View chart
Bank Of Amer Corp Stock (BAC)	0.0	$74k	+284%	1.5k	48.75	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.0	$73k		1.4k	53.35	View chart
State Street Spdr Nuveen Ice Short Term Municipal Bond Etf Etf (SHM)	0.0	$71k		1.5k	47.83	View chart
Disney Walt Stock (DIS)	0.0	$70k		725.00	96.38	View chart
Novartis Adr (NVS)	0.0	$69k	+84%	453.00	152.75	View chart
Csx Corp Stock (CSX)	0.0	$68k	+120%	1.7k	41.05	View chart
Micron Technology Stock (MU)	0.0	$68k	+506%	200.00	337.84	View chart
Navios Maritime Partners Lp Com Unit Lpi Stock (NMM)	0.0	$63k	NEW	930.00	67.48	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.0	$62k	-4%	1.4k	45.65	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.0	$61k		2.0k	30.32	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$60k	+3%	1.1k	52.56	View chart
Allstate Corp Stock (ALL)	0.0	$59k		283.00	207.34	View chart
Apple Hospitality Reit Reit (APLE)	0.0	$53k		4.6k	11.51	View chart
Conocophillips Stock (COP)	0.0	$53k		400.00	132.00	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$53k		245.00	215.06	View chart
Analog Devices Stock (ADI)	0.0	$49k	-13%	155.00	318.14	View chart
Altria Group Stock (MO)	0.0	$47k		718.00	65.99	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$47k		500.00	93.98	View chart
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)	0.0	$46k		350.00	132.10	View chart
Franklin Municipal Income Etf Etf (FTMU)	0.0	$43k		5.5k	7.79	View chart
Vaneck Short Muni Etf Etf (SMB)	0.0	$42k		2.4k	17.30	View chart
State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.0	$39k		403.00	95.71	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$38k		174.00	216.58	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$35k		110.00	320.81	View chart
Rtx Corporation Stock (RTX)	0.0	$35k		179.00	192.90	View chart
Wells Fargo & Co Stock (WFC)	0.0	$34k	-19%	426.00	79.62	View chart
Cmb.tech Nv Stock (CMBT)	0.0	$33k	NEW	2.6k	12.71	View chart
Western Digital Corp Stock (WDC)	0.0	$33k	NEW	120.00	270.49	View chart
Calamos Dynamic Conv & Income Cef (CCD)	0.0	$32k		1.5k	21.35	View chart
Occidental Pete Corp Stock (OXY)	0.0	$32k		492.00	65.00	View chart
3M Stock (MMM)	0.0	$29k		200.00	145.23	View chart
Truist Finl Corp Stock (TFC)	0.0	$29k		619.00	45.97	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.0	$28k	-41%	337.00	81.98	View chart
Cintas Corp Stock (CTAS)	0.0	$27k		160.00	169.14	View chart
Principal Financial Group Stock (PFG)	0.0	$27k	NEW	300.00	90.11	View chart
Gabelli Divid & Income Tr Cef (GDV)	0.0	$27k		1.0k	26.93	View chart
Csw Industrials Stock (CSW)	0.0	$26k	NEW	100.00	260.58	View chart
Sandisk Corp Stock (SNDK)	0.0	$25k	NEW	40.00	635.35	View chart
Boeing Stock (BA)	0.0	$25k	-75%	125.00	199.03	View chart
Baidu Inc Spon Adr Rep A Adr (BIDU)	0.0	$23k	NEW	210.00	111.42	View chart
Rockwell Automation Stock (ROK)	0.0	$23k		65.00	358.88	View chart
State Street Materials Select Sector Spdr Etf Etf (XLB)	0.0	$23k		464.00	49.97	View chart
American Express Stock (AXP)	0.0	$23k		76.00	302.47	View chart
Duke Energy Corp Stock (DUK)	0.0	$22k		171.00	130.94	View chart
Parker-hannifin Corp Stock (PH)	0.0	$22k	-48%	24.00	895.25	View chart
Modine Mfg Stock (MOD)	0.0	$21k		96.00	216.71	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.0	$21k		452.00	45.89	View chart
Jd.com Inc Spon Ads Cl A Adr (JD)	0.0	$21k	NEW	700.00	29.57	View chart
Eaton Corp Stock (ETN)	0.0	$19k	-82%	54.00	357.67	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$19k		88.00	218.02	View chart
Sofi Technologies Stock (SOFI)	0.0	$15k		963.00	15.88	View chart
State Street Real Estate Select Sector Spdr Etf Etf (XLRE)	0.0	$15k		371.00	40.83	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$15k		100.00	150.00	View chart
Nextera Energy Stock (NEE)	0.0	$15k		160.00	92.88	View chart
Prosperity Bancshares Stock (PB)	0.0	$15k		216.00	67.18	View chart
Sysco Corp Stock (SYY)	0.0	$14k	-50%	200.00	71.33	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.0	$14k		182.00	77.18	View chart
Illinois Tool Wks Stock (ITW)	0.0	$14k		53.00	260.28	View chart
Fastenal Stock (FAST)	0.0	$13k		276.00	46.40	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.0	$13k		87.00	144.95	View chart
Yum Brands Stock (YUM)	0.0	$12k		80.00	155.47	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$12k		57.00	211.16	View chart
Pimco Short Term Municipal Bond Active Etf Etf (SMMU)	0.0	$12k		237.00	50.45	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$12k		63.00	189.59	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$12k		230.00	49.89	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$11k	-96%	53.00	213.68	View chart
Bilibili Inc Spons Ads Rep Z Adr (BILI)	0.0	$11k	NEW	500.00	22.56	View chart
Nio Inc Spon Ads Adr (NIO)	0.0	$11k	+122%	1.8k	6.03	View chart
Ishares U.s. Energy Etf Etf (IYE)	0.0	$11k		163.00	64.77	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$11k		340.00	30.96	View chart
Huntington Bancshares Stock (HBAN)	0.0	$10k		655.00	15.65	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$10k		95.00	106.15	View chart
Ishares Short Maturity Municipal Bond Active Etf Etf (MEAR)	0.0	$10k		200.00	50.34	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.0	$9.7k	-32%	206.00	46.95	View chart
Pembina Pipeline Corp Stock (PBA)	0.0	$9.5k		212.00	44.76	View chart
Ramaco Res Inc Com Cl A Stock (METC)	0.0	$9.3k	NEW	600.00	15.46	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$8.9k		304.00	29.13	View chart
Baker Hughes Company Cl A Stock (BKR)	0.0	$8.9k		145.00	61.05	View chart
Broadridge Finl Solutions Stock (BR)	0.0	$8.4k		52.00	162.48	View chart
Blackrock Stock (BLK)	0.0	$7.7k		8.00	961.75	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$6.9k		24.00	287.17	View chart
Tesla Stock (TSLA)	0.0	$6.3k	-97%	17.00	371.76	View chart
State Street Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	0.0	$5.5k	-68%	31.00	176.00	View chart
Viper Energy Inc Cl A Stock (VNOM)	0.0	$4.7k	NEW	100.00	46.99	View chart
Ford Mtr Stock (F)	0.0	$3.9k	-80%	341.00	11.55	View chart
Corteva Stock (CTVA)	0.0	$3.6k		43.00	83.72	View chart
Solventum Corp Stock (SOLV)	0.0	$3.3k		50.00	65.30	View chart
M & T Bk Corp Stock (MTB)	0.0	$2.9k		14.00	206.71	View chart
Qnity Electronics Stock (Q)	0.0	$2.4k		21.00	115.38	View chart
Dupont De Nemours Stock (DD)	0.0	$2.0k		43.00	45.79	View chart
Dow Hldgs Stock (DOW)	0.0	$1.8k		43.00	41.65	View chart
BP Adr (BP)	0.0	$1.5k	NEW	32.00	47.00	View chart
Aspire Biopharma Hldgs Stock (ASBP)	0.0	$1.0k	-97%	1.0k	1.03	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.0	$660.000000		22.00	30.00	View chart
Inseego Corp Stock	0.0	$556.000000	NEW	50.00	11.12	View chart
Scworx Corp Stock	0.0	$525.873600		2.6k	0.20	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$464.000000	-99%	5.00	92.80	View chart
Chemours Stock (CC)	0.0	$441.000000		20.00	22.05	View chart
Brighthouse Finl Stock (BHF)	0.0	$418.999700		7.00	59.86	View chart
Diamondback Energy Stock (FANG)	0.0	$396.000000	NEW	2.00	198.00	View chart
Hyliion Holdings Corp Stock (HYLN)	0.0	$352.000000	NEW	200.00	1.76	View chart
Capital One Finl Corp Stock (COF)	0.0	$182.000000	NEW	1.00	182.00	View chart
Xtant Med Hldgs Stock (XTNT)	0.0	$165.986000		298.00	0.56	View chart
Cleveland-cliffs Stock (CLF)	0.0	$144.000200		17.00	8.47	View chart
Global X U.s. Preferred Etf Etf (PFFD)	0.0	$127.999900		7.00	18.29	View chart
Target Corp Stock (TGT)	0.0	$121.000000	-98%	1.00	121.00	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$99.000000		1.00	99.00	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	0.0	$99.000000		1.00	99.00	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.0	$64.000000		1.00	64.00	View chart
State Street Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD)	0.0	$53.000000	-99%	1.00	53.00	View chart
On Semiconductor Corp Stock (ON)	0.0	$44.000000		1.00	44.00	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$0		307.00	0.00	View chart
Wisdomtree Europe Quality Dividend Growth Fund Etf (EUDG)	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 2026 Q1 filed May 6, 2026
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

View all past filings

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