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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 AAPL, VONG, MSFT, AMGN, PGR, and represent 12.76% of Valley Wealth Managers's stock portfolio.
Added to shares of these 10 stocks: HAS (+$25M), SON (+$21M), TAP (+$19M), STX (+$18M), PFE (+$6.1M), XLE (+$5.4M), SHLD (+$5.1M), XLV, MCHP, RSP.
Started 15 new stock positions in CPLS, TAP, APH, PHM, STX, OSBC, MRP, KBH, HLT, TOL. MTH, DHI, HAS, SHLD, CVS.
Reduced shares in these 10 stocks: JBL (-$27M), BJ (-$18M), AVGO (-$13M), AMKR (-$13M), TPR (-$9.3M), XOP (-$7.4M), PPA, PTF, JPST, RNG.
Sold out of its positions in ADBE, AMKR, BJ, CME, CE, CINF, CFG, CDXS, CL, CNXC.
Valley Wealth Managers was a net buyer of stock by $19M.
Valley Wealth Managers has $1.3B in assets under management (AUM), dropping by -1.47%.
Central Index Key (CIK): 0000924166

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Portfolio Holdings for Valley Wealth Managers

Valley Wealth Managers holds 380 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	3.3	$44M	-3%	196k	222.14	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	3.3	$43M	+2%	463k	92.79	View chart
Microsoft Corp Stock (MSFT)	2.1	$28M		76k	375.39	View chart
Amgen Stock (AMGN)	2.1	$27M	+8%	87k	311.56	View chart
Progressive Corp Stock (PGR)	2.0	$26M	-5%	93k	283.02	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	1.9	$26M	+11%	148k	173.23	View chart
Hasbro Stock (HAS)	1.9	$25M	NEW	413k	61.49	View chart
Cencora Stock (COR)	1.9	$25M	-3%	91k	278.09	View chart
Broadcom Stock (AVGO)	1.9	$25M	-34%	150k	167.43	View chart
T-mobile Us Stock (TMUS)	1.9	$25M	-6%	94k	266.71	View chart
Verizon Communications Stock (VZ)	1.9	$25M	+4%	550k	45.36	View chart
Cisco Sys Stock (CSCO)	1.9	$25M	-3%	402k	61.71	View chart
National Fuel Gas Stock (NFG)	1.8	$24M	-5%	306k	79.19	View chart
Vertex Pharmaceuticals Stock (VRTX)	1.8	$24M	-2%	50k	484.83	View chart
Morgan Stanley Stock (MS)	1.8	$24M	-3%	202k	116.67	View chart
Chevron Corp Stock (CVX)	1.8	$24M	+3%	141k	167.29	View chart
Sonoco Prods Stock (SON)	1.8	$24M	+699%	498k	47.24	View chart
Metlife Stock (MET)	1.7	$23M	-2%	287k	80.29	View chart
Amdocs Stock (DOX)	1.7	$23M		248k	91.50	View chart
Oracle Corp Stock (ORCL)	1.6	$22M	-3%	155k	139.81	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.6	$22M		140k	154.64	View chart
Darden Restaurants Stock (DRI)	1.6	$22M	-4%	104k	207.76	View chart
Global X Artificial Intelligence & Technology Etf Etf (AIQ)	1.6	$21M		585k	36.38	View chart
Starwood Ppty Tr Reit (STWD)	1.6	$21M	+6%	1.1M	19.77	View chart
The Cigna Group Stock (CI)	1.6	$21M	+10%	63k	329.00	View chart
Vanguard Value Etf Etf (VTV)	1.6	$21M	+4%	119k	172.74	View chart
Assurant Stock (AIZ)	1.5	$20M		96k	209.75	View chart
Elevance Health Stock (ELV)	1.5	$20M	+14%	46k	434.97	View chart
Pfizer Stock (PFE)	1.5	$20M	+44%	782k	25.34	View chart
Ss&c Technologies Hldgs Stock (SSNC)	1.5	$19M	-4%	231k	83.53	View chart
Tapestry Stock (TPR)	1.5	$19M	-32%	273k	70.41	View chart
Hubbell Stock (HUBB)	1.4	$19M		57k	330.91	View chart
Molson Coors Beverage Co Cl B Stock (TAP)	1.4	$19M	NEW	307k	60.87	View chart
Magnolia Oil & Gas Corp Cl A Stock (MGY)	1.4	$18M	+5%	717k	25.26	View chart
Honeywell Intl Stock (HON)	1.4	$18M		85k	211.76	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	1.3	$18M		57k	312.05	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	1.3	$18M	NEW	207k	84.95	View chart
Caci Intl Inc Cl A Stock (CACI)	1.3	$18M	+6%	48k	366.92	View chart
Conagra Brands Stock (CAG)	1.3	$17M	+13%	641k	26.67	View chart
Ross Stores Stock (ROST)	1.3	$17M		132k	127.79	View chart
Paypal Hldgs Stock (PYPL)	1.1	$15M	-6%	231k	65.25	View chart
Dell Technologies Inc Cl C Stock (DELL)	1.1	$15M	+10%	160k	91.15	View chart
Macquarie Focused Large Growth Etf Etf (LRGG)	1.0	$14M	+8%	529k	26.13	View chart
Invesco Kbw Bank Etf Etf (KBWB)	1.0	$14M	+3%	220k	62.77	View chart
Ringcentral Inc Cl A Stock (RNG)	1.0	$13M	-11%	523k	24.76	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	1.0	$13M	-19%	256k	50.63	View chart
Target Corp Stock (TGT)	0.8	$11M	+13%	103k	104.36	View chart
Ishares Core Msci Pacific Etf Etf (IPAC)	0.8	$10M	+8%	165k	62.24	View chart
Wisdomtree Europe Hedged Equity Fund Etf (HEDJ)	0.5	$7.2M	-8%	152k	47.48	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.5	$7.1M	-33%	61k	116.55	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.4	$5.6M	+2439%	60k	93.45	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$5.4M	-3%	22k	245.30	View chart
Abbvie Stock (ABBV)	0.4	$5.3M		25k	209.52	View chart
Qualcomm Stock (QCOM)	0.4	$5.2M	+11%	34k	153.61	View chart
Global X Defense Tech Etf Etf (SHLD)	0.4	$5.1M	NEW	109k	46.55	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.4	$4.9M	+752%	34k	146.01	View chart
At&t Stock (T)	0.4	$4.9M	-4%	173k	28.28	View chart
International Business Machs Stock (IBM)	0.4	$4.7M	-12%	19k	248.66	View chart
Amazon Stock (AMZN)	0.3	$4.6M	+4%	24k	190.26	View chart
Merck & Co Stock (MRK)	0.3	$4.5M	+27%	50k	89.76	View chart
Kinder Morgan Inc Del Stock (KMI)	0.3	$4.5M	-5%	157k	28.53	View chart
American Elec Pwr Stock (AEP)	0.3	$4.5M		41k	109.27	View chart
Starbucks Corp Stock (SBUX)	0.3	$4.4M		45k	98.09	View chart
Travelers Companies Stock (TRV)	0.3	$4.4M	-2%	17k	264.46	View chart
Gilead Sciences Stock (GILD)	0.3	$4.3M	-4%	39k	112.05	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.3	$4.2M	+30%	115k	36.90	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.3	$4.2M		31k	135.68	View chart
Procter And Gamble Stock (PG)	0.3	$4.2M		25k	170.42	View chart
Johnson & Johnson Stock (JNJ)	0.3	$4.2M	+6%	25k	165.84	View chart
Coca Cola Stock (KO)	0.3	$4.1M		58k	71.62	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$4.1M	-15%	34k	118.93	View chart
Caterpillar Stock (CAT)	0.3	$4.0M		12k	329.80	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.3	$4.0M	-4%	43k	92.83	View chart
Pepsico Stock (PEP)	0.3	$4.0M	+38%	27k	149.94	View chart
Netapp Stock (NTAP)	0.3	$4.0M	+17%	45k	87.84	View chart
State Str Corp Stock (STT)	0.3	$4.0M		44k	89.53	View chart
Public Svc Enterprise Grp Stock (PEG)	0.3	$3.9M		48k	82.30	View chart
Vici Pptys Reit (VICI)	0.3	$3.9M	+5%	120k	32.62	View chart
Mcdonalds Corp Stock (MCD)	0.3	$3.8M		12k	312.37	View chart
Home Depot Stock (HD)	0.3	$3.8M		11k	366.49	View chart
Portland Gen Elec Stock (POR)	0.3	$3.8M		85k	44.60	View chart
Us Bancorp Del Stock (USB)	0.3	$3.8M		90k	42.22	View chart
Bristol-myers Squibb Stock (BMY)	0.3	$3.8M		62k	60.99	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.3	$3.8M	+91%	34k	109.99	View chart
Realty Income Corp Reit (O)	0.3	$3.7M	+3%	64k	58.01	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.3	$3.7M	-14%	42k	88.99	View chart
General Dynamics Corp Stock (GD)	0.3	$3.7M		14k	272.58	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.3	$3.5M		14k	244.64	View chart
General Mls Stock (GIS)	0.3	$3.5M	+10%	59k	59.79	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.3	$3.5M	-3%	6.2k	559.39	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.3	$3.4M	-14%	33k	102.23	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$3.4M	+4%	7.5k	446.71	View chart
Prudential Finl Stock (PRU)	0.2	$3.3M	+2%	30k	111.68	View chart
Texas Instrs Stock (TXN)	0.2	$3.2M	+2%	18k	179.70	View chart
Microchip Technology Stock (MCHP)	0.2	$3.2M	+10921%	66k	48.41	View chart
Nvidia Corporation Stock (NVDA)	0.2	$3.1M	+9%	29k	108.38	View chart
Msc Indl Direct Inc Cl A Stock (MSM)	0.2	$3.1M	+3%	40k	77.67	View chart
Eog Res Stock (EOG)	0.2	$3.1M	+6%	24k	128.24	View chart
Lyondellbasell Industries N V Shs - A - Stock (LYB)	0.2	$3.0M	+16%	43k	70.40	View chart
Amplify Cybersecurity Etf Etf (HACK)	0.2	$2.9M	+10%	41k	71.80	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.2	$2.9M	-4%	5.1k	561.90	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.2	$2.8M	+26%	36k	78.28	View chart
First Trust Rba American Industrial Renaissance Etf Etf (AIRR)	0.2	$2.8M		41k	68.21	View chart
HP Stock (HPQ)	0.2	$2.7M	+3%	99k	27.69	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.2	$2.7M		17k	160.54	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.2	$2.6M	+7%	54k	48.82	View chart
Eli Lilly & Co Stock (LLY)	0.2	$2.4M	+8%	2.9k	825.91	View chart
Jpmorgan U.s. Tech Leaders Etf Etf (JTEK)	0.2	$2.2M	-11%	33k	67.19	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.2	$2.2M	+44%	36k	60.19	View chart
Meta Platforms Inc Cl A Stock (META)	0.2	$2.1M	+174%	3.7k	576.36	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)	0.2	$2.1M	-3%	82k	25.15	View chart
Visa Inc Com Cl A Stock (V)	0.1	$1.9M	+6%	5.4k	350.46	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.1	$1.9M	-4%	77k	24.21	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$1.8M		24k	75.65	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.1	$1.8M	-7%	16k	110.08	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.1	$1.7M	-2%	72k	24.18	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$1.6M	-7%	6.5k	251.77	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$1.6M	-11%	8.6k	188.18	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$1.5M		19k	78.94	View chart
Ab Core Plus Bond Etf Etf (CPLS)	0.1	$1.5M	NEW	42k	35.36	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$1.4M	-3%	31k	45.26	View chart
Chipotle Mexican Grill Stock (CMG)	0.1	$1.4M	+16%	28k	50.21	View chart
Synopsys Stock (SNPS)	0.1	$1.3M	+16%	3.0k	428.85	View chart
Arista Networks Stock (ANET)	0.1	$1.3M	+8%	17k	77.48	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.1	$1.2M	-2%	48k	25.26	View chart
Costco Whsl Corp Stock (COST)	0.1	$1.1M	+2%	1.2k	945.78	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$1.1M		2.0k	542.38	View chart
Fidelity Total Bond Etf Etf (FBND)	0.1	$1.1M	-15%	24k	45.65	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$1.0M	-21%	37k	27.96	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$965k	-2%	1.9k	513.96	View chart
Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.1	$836k	-5%	11k	78.40	View chart
Oreilly Automotive Stock (ORLY)	0.1	$792k	+4%	553.00	1432.58	View chart
Vaneck Ig Floating Rate Etf Etf (FLTR)	0.1	$787k		31k	25.55	View chart
Netflix Stock (NFLX)	0.1	$765k	+11%	820.00	932.53	View chart
Lpl Finl Hldgs Stock (LPLA)	0.1	$741k	-2%	2.3k	327.14	View chart
Palo Alto Networks Stock (PANW)	0.1	$732k		4.3k	170.64	View chart
Invesco Fundamental High Yield Corporate Bond Etf Etf (PHB)	0.1	$727k	-14%	40k	18.06	View chart
Ishares Fallen Angels Usd Bond Etf Etf (FALN)	0.1	$718k	-15%	27k	26.79	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$715k	-12%	2.0k	361.09	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.1	$680k	-4%	29k	23.13	View chart
Fortinet Stock (FTNT)	0.1	$672k	+4%	7.0k	96.26	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.0	$642k		11k	58.69	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$639k		4.1k	156.23	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.0	$606k	-9%	1.3k	468.99	View chart
Fair Isaac Corp Stock (FICO)	0.0	$601k		326.00	1844.16	View chart
Unitedhealth Group Stock (UNH)	0.0	$595k		1.1k	523.73	View chart
Amphenol Corp New Cl A Stock (APH)	0.0	$586k	NEW	8.9k	65.59	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$584k	-3%	7.1k	81.76	View chart
Sherwin Williams Stock (SHW)	0.0	$569k	+7%	1.6k	349.19	View chart
Kla Corp Stock (KLAC)	0.0	$568k	+4%	836.00	679.80	View chart
Tjx Cos Stock (TJX)	0.0	$568k		4.7k	121.80	View chart
Hilton Worldwide Hldgs Stock (HLT)	0.0	$567k	NEW	2.5k	227.55	View chart
Automatic Data Processing Stock (ADP)	0.0	$563k	+8%	1.8k	305.53	View chart
Apollo Global Mgmt Stock (APO)	0.0	$529k	+4%	3.9k	136.94	View chart
Trane Technologies Stock (TT)	0.0	$526k	+6%	1.6k	336.92	View chart
Servicenow Stock (NOW)	0.0	$519k	+4%	652.00	796.14	View chart
Msci Stock (MSCI)	0.0	$519k	+6%	917.00	565.50	View chart
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH)	0.0	$513k	+29%	4.9k	104.58	View chart
Hca Healthcare Stock (HCA)	0.0	$509k	-2%	1.5k	345.55	View chart
Valley Natl Bancorp Stock (VLY)	0.0	$501k		56k	8.89	View chart
Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)	0.0	$490k	+9%	20k	25.16	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$482k	-8%	4.9k	97.48	View chart
Applied Matls Stock (AMAT)	0.0	$472k	+7%	3.3k	145.12	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.0	$447k	-58%	2.2k	206.48	View chart
Invesco Variable Rate Preferred Etf Etf (VRP)	0.0	$363k		15k	24.24	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.0	$357k	-20%	671.00	532.58	View chart
Cdw Corp Stock (CDW)	0.0	$333k	+14%	2.1k	160.26	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.0	$320k	-2%	2.7k	118.12	View chart
Walmart Stock (WMT)	0.0	$272k	-17%	3.1k	87.79	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$248k	-46%	5.0k	49.81	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$226k		454.00	497.60	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$205k		2.2k	95.48	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.0	$171k	-51%	868.00	197.46	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.0	$169k		2.4k	70.21	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.0	$163k	-39%	1.2k	131.07	View chart
Intel Corp Stock (INTC)	0.0	$160k		7.1k	22.71	View chart
Abbott Labs Stock (ABT)	0.0	$136k	-9%	1.0k	132.65	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$130k		1.3k	98.86	View chart
Booking Holdings Stock (BKNG)	0.0	$129k		28.00	4606.89	View chart
Spdr Gold Shares Etf (GLD)	0.0	$123k		425.00	288.14	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$121k		1.7k	73.45	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$109k		293.00	370.82	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.0	$102k	-85%	3.3k	30.73	View chart
Boeing Stock (BA)	0.0	$93k		546.00	170.55	View chart
Invesco Buyback Achievers Etf Etf (PKW)	0.0	$88k		785.00	112.67	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.0	$87k		819.00	105.60	View chart
3M Stock (MMM)	0.0	$84k		572.00	146.86	View chart
Eaton Corp Stock (ETN)	0.0	$83k		304.00	271.83	View chart
Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	0.0	$81k	-98%	616.00	131.71	View chart
Sempra Stock (SRE)	0.0	$77k		1.1k	71.36	View chart
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM)	0.0	$73k	-3%	1.5k	47.60	View chart
Vaneck Retail Etf Etf (RTH)	0.0	$72k		319.00	225.77	View chart
Cintas Corp Stock (CTAS)	0.0	$66k		320.00	205.53	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$65k	+64%	1.2k	52.37	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.0	$64k		1.8k	36.41	View chart
Ishares U.s. Pharmaceuticals Etf Etf (IHE)	0.0	$64k		900.00	70.56	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$63k		114.00	548.12	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$59k		383.00	153.10	View chart
Allstate Corp Stock (ALL)	0.0	$59k		283.00	207.07	View chart
GSK Adr (GSK)	0.0	$58k		1.5k	38.74	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$58k	-53%	350.00	164.65	View chart
Apple Hospitality Reit Reit (APLE)	0.0	$56k		4.3k	12.91	View chart
Astrazeneca Adr (AZN)	0.0	$55k		750.00	73.50	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$55k		407.00	134.29	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.0	$53k	-81%	550.00	96.45	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$52k		300.00	172.23	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$49k		143.00	345.24	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$48k		245.00	193.99	View chart
Nike Inc Cl B Stock (NKE)	0.0	$44k		694.00	63.48	View chart
Altria Group Stock (MO)	0.0	$44k		733.00	60.02	View chart
Emerson Elec Stock (EMR)	0.0	$43k		391.00	109.64	View chart
Ge Vernova Stock (GEV)	0.0	$42k	+6850%	139.00	305.28	View chart
Conocophillips Stock (COP)	0.0	$42k		400.00	105.02	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.0	$42k	-68%	514.00	81.67	View chart
Vaneck Short Muni Etf Etf (SMB)	0.0	$41k		2.4k	17.14	View chart
Deere & Co Stock (DE)	0.0	$41k		87.00	469.34	View chart
Ishares Msci Usa Esg Select Etf Etf (SUSA)	0.0	$40k		350.00	114.87	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$40k	+77%	210.00	188.16	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$37k		503.00	73.28	View chart
Philip Morris Intl Stock (PM)	0.0	$35k		223.00	158.73	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$35k		201.00	175.44	View chart
Ferrari N V Stock (RACE)	0.0	$34k		80.00	423.61	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$34k		168.00	199.49	View chart
Disney Walt Stock (DIS)	0.0	$32k		325.00	98.70	View chart
Calamos Dynamic Conv & Income Cef (CCD)	0.0	$32k		1.5k	21.29	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$30k		110.00	274.84	View chart
Sysco Corp Stock (SYY)	0.0	$30k		400.00	75.04	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$30k		47.00	634.23	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.0	$29k		1.3k	21.73	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$29k		250.00	114.78	View chart
Wells Fargo Stock (WFC)	0.0	$28k		386.00	71.79	View chart
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)	0.0	$27k		158.00	173.56	View chart
Rentokil Initial Adr (RTO)	0.0	$27k		1.2k	22.90	View chart
Spdr S&p Regional Banking Etf Etf (KRE)	0.0	$26k		456.00	56.85	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$26k	-85%	135.00	190.58	View chart
Lowes Cos Stock (LOW)	0.0	$25k		105.00	233.23	View chart
Fedex Corp Stock (FDX)	0.0	$24k		100.00	243.78	View chart
Gabelli Divid & Income Tr Cef (GDV)	0.0	$24k		1.0k	24.13	View chart
First Trust Health Care Alphadex Fund Etf (FXH)	0.0	$24k		232.00	103.60	View chart
Ishares U.s. Real Estate Etf Etf (IYR)	0.0	$23k		242.00	95.75	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$23k		904.00	25.04	View chart
Ishares Global Clean Energy Etf Etf (ICLN)	0.0	$22k		2.0k	11.42	View chart
Csx Corp Stock (CSX)	0.0	$22k		750.00	29.43	View chart
Phillips 66 Stock (PSX)	0.0	$22k		175.00	123.48	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.0	$20k		262.00	76.57	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$20k		1.3k	15.43	View chart
Materials Select Sector Spdr Fund Etf (XLB)	0.0	$19k	-75%	222.00	85.98	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$18k		100.00	183.52	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.0	$18k	-72%	226.00	78.85	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$17k		657.00	26.20	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$17k		91.00	186.69	View chart
Invesco Water Resources Etf Etf (PHO)	0.0	$17k		259.00	64.52	View chart
Mgm Resorts International Stock (MGM)	0.0	$16k		550.00	29.64	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$16k	-12%	1.5k	10.73	View chart
Capital One Finl Corp Stock (COF)	0.0	$15k		85.00	179.31	View chart
Cvs Health Corp Stock (CVS)	0.0	$15k	NEW	224.00	67.75	View chart
Ventas Reit (VTR)	0.0	$15k		220.00	68.76	View chart
Frontdoor Stock (FTDR)	0.0	$15k		392.00	38.42	View chart
Ishares Us Transportation Etf Etf (IYT)	0.0	$15k		235.00	64.03	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$14k	-22%	283.00	49.62	View chart
Pimco Short Term Municipal Bond Active Etf Etf (SMMU)	0.0	$14k	-17%	272.00	50.02	View chart
Real Estate Select Sector Spdr Fund Etf (XLRE)	0.0	$13k	+45%	318.00	41.85	View chart
Sony Group Corp Adr (SONY)	0.0	$13k		500.00	25.39	View chart
Broadridge Finl Solutions Stock (BR)	0.0	$13k		52.00	242.46	View chart
Yum Brands Stock (YUM)	0.0	$13k		80.00	157.36	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$13k	-24%	119.00	105.44	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.0	$12k		256.00	46.31	View chart
Crown Hldgs Stock (CCK)	0.0	$12k		131.00	89.26	View chart
Stanley Black & Decker Stock (SWK)	0.0	$12k		150.00	76.88	View chart
Ishares Short Maturity Municipal Bond Active Etf Etf (MEAR)	0.0	$12k	-15%	228.00	50.24	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.0	$11k		87.00	128.84	View chart
Solventum Corp Stock (SOLV)	0.0	$11k		142.00	76.04	View chart
Kraft Heinz Stock (KHC)	0.0	$10k		340.00	30.43	View chart
Citigroup Stock (C)	0.0	$9.7k	-22%	137.00	70.99	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$9.5k	-4%	63.00	150.98	View chart
U.s. Global Jets Etf Etf (JETS)	0.0	$9.3k		450.00	20.77	View chart
Intercontinental Exchange Stock (ICE)	0.0	$9.3k		54.00	172.50	View chart
Totalenergies Se Adr (TTE)	0.0	$9.1k		141.00	64.69	View chart
Block Inc Cl A Stock (XYZ)	0.0	$9.0k		165.00	54.33	View chart
Invesco Global Water Etf Etf (PIO)	0.0	$8.8k		220.00	40.13	View chart
Invesco S&p 500 Equal Weight Consumer Discretionary Etf Etf (RSPD)	0.0	$8.6k		172.00	49.90	View chart
Pembina Pipeline Corp Stock (PBA)	0.0	$8.5k		212.00	40.03	View chart
Blackrock Res & Commodities St Cef (BCX)	0.0	$8.3k		893.00	9.33	View chart
American Express Stock (AXP)	0.0	$8.1k		30.00	269.07	View chart
Ishares U.s. Energy Etf Etf (IYE)	0.0	$8.0k	-90%	163.00	49.30	View chart
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA)	0.0	$7.8k		392.00	20.00	View chart
Mercadolibre Stock (MELI)	0.0	$7.8k		4.00	1950.75	View chart
Baker Hughes Company Cl A Stock (BKR)	0.0	$6.4k		145.00	43.95	View chart
Patterson Cos Stock (PDCO)	0.0	$6.3k		202.00	31.24	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$6.2k		24.00	258.62	View chart
Ishares Mbs Etf Etf (MBB)	0.0	$6.1k		65.00	93.78	View chart
Delta Air Lines Inc Del Stock (DAL)	0.0	$5.9k		136.00	43.60	View chart
Telefonaktiebolaget Lm Ericss Adr B Sek 10 Adr (ERIC)	0.0	$5.4k		699.00	7.76	View chart
Unilever Adr (UL)	0.0	$5.4k		90.00	59.56	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$5.3k	-55%	40.00	132.22	View chart
Occidental Pete Corp Stock (OXY)	0.0	$4.6k		94.00	49.36	View chart
Veeva Sys Inc Cl A Stock (VEEV)	0.0	$4.6k		20.00	231.65	View chart
V F Corp Stock (VFC)	0.0	$4.5k		291.00	15.52	View chart
Masimo Corp Stock (MASI)	0.0	$4.3k		26.00	166.62	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	0.0	$4.2k		56.00	74.50	View chart
Yum China Hldgs Stock (YUMC)	0.0	$4.2k		80.00	52.06	View chart
Centene Corp Del Stock (CNC)	0.0	$4.1k		67.00	60.72	View chart
Novartis Adr (NVS)	0.0	$4.0k		36.00	111.47	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.0	$4.0k		173.00	22.98	View chart
Millrose Pptys Inc Com Cl A reit (MRP)	0.0	$3.3k	NEW	125.00	26.51	View chart
Fidelity National Financial In Fnf Group Stock (FNF)	0.0	$3.3k		50.00	65.08	View chart
Dupont De Nemours Stock (DD)	0.0	$3.2k		43.00	74.67	View chart
Omnicom Group Stock (OMC)	0.0	$3.0k		36.00	82.92	View chart
Juniper Networks Stock (JNPR)	0.0	$2.9k		81.00	36.19	View chart
Tractor Supply Stock (TSCO)	0.0	$2.8k		50.00	55.10	View chart
Corteva Stock (CTVA)	0.0	$2.7k		43.00	62.93	View chart
Bank America Corp Stock (BAC)	0.0	$2.7k		64.00	41.73	View chart
Kontoor Brands Stock (KTB)	0.0	$2.6k		41.00	64.12	View chart
Charter Communications Inc New Cl A Stock (CHTR)	0.0	$2.6k		7.00	368.57	View chart
Ford Mtr Stock (F)	0.0	$2.5k		250.00	10.05	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.0	$2.4k		35.00	68.89	View chart
Ge Aerospace Stock (GE)	0.0	$2.0k		10.00	200.20	View chart
Dxc Technology Stock (DXC)	0.0	$1.9k		109.00	17.05	View chart
Ebay Stock (EBAY)	0.0	$1.8k		27.00	67.74	View chart
Jd.com Inc Spon Ads Cl A Adr (JD)	0.0	$1.8k		44.00	41.11	View chart
Goodyear Tire & Rubr Stock (GT)	0.0	$1.8k		193.00	9.24	View chart
Pearson Adr (PSO)	0.0	$1.7k		108.00	16.01	View chart
Baxter Intl Stock (BAX)	0.0	$1.7k		49.00	34.22	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.0	$1.6k		20.00	82.30	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	0.0	$1.6k		30.00	54.73	View chart
Dow Stock (DOW)	0.0	$1.5k		43.00	34.93	View chart
Ulta Beauty Stock (ULTA)	0.0	$1.5k	-99%	4.00	366.50	View chart
Pediatrix Medical Group Stock (MD)	0.0	$1.4k		95.00	14.49	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$1.4k		6.00	229.00	View chart
Essential Utils Stock (WTRG)	0.0	$1.3k		33.00	39.52	View chart
Hanesbrands Stock (HBI)	0.0	$1.3k		221.00	5.77	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$1.3k		54.00	23.43	View chart
Bread Financial Holdings Stock (BFH)	0.0	$1.2k		23.00	50.09	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	0.0	$1.1k		19.00	57.63	View chart
Advanced Micro Devices Stock (AMD)	0.0	$1.0k		10.00	102.70	View chart
Vaneck Intermediate Muni Etf Etf (ITM)	0.0	$955.999800	-59%	21.00	45.52	View chart
Fortive Corp Stock (FTV)	0.0	$950.999400		13.00	73.15	View chart
Smurfit Westrock Stock (SW)	0.0	$945.999600		21.00	45.05	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.0	$803.000000		22.00	36.50	View chart
Match Group Stock (MTCH)	0.0	$718.000200		23.00	31.22	View chart
Cleveland-cliffs Stock (CLF)	0.0	$698.997500		85.00	8.22	View chart
Alcon Ag Ord Stock (ALC)	0.0	$659.000300		7.00	94.14	View chart
Takeda Pharmaceutical Adr (TAK)	0.0	$534.999600		36.00	14.86	View chart
Scworx Corp Stock	0.0	$525.873600		2.6k	0.20	View chart
Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS)	0.0	$443.000000	-42%	16.00	27.69	View chart
Brighthouse Finl Stock (BHF)	0.0	$290.000000		5.00	58.00	View chart
Chemours Stock (CC)	0.0	$271.000000		20.00	13.55	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$242.000100		3.00	80.67	View chart
Vontier Corporation Stock (VNT)	0.0	$164.000000		5.00	32.80	View chart
Western Un Stock (WU)	0.0	$159.000000		15.00	10.60	View chart
Zoom Communications Inc Cl A Stock (ZM)	0.0	$148.000000		2.00	74.00	View chart
Xtant Med Hldgs Stock (XTNT)	0.0	$140.000400		298.00	0.47	View chart
Global X U.s. Preferred Etf Etf (PFFD)	0.0	$124.999700	+16%	7.00	17.86	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	$95.000000		1.00	95.00	View chart
Corning Stock (GLW)	0.0	$92.000000		2.00	46.00	View chart
Ingevity Corp Stock (NGVT)	0.0	$79.000000		2.00	39.50	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.0	$78.000000		1.00	78.00	View chart
Viatris Stock (VTRS)	0.0	$61.000100		7.00	8.71	View chart
Organon & Co Stock (OGN)	0.0	$60.000000		4.00	15.00	View chart
Prothena Corp Stock (PRTA)	0.0	$36.999900		3.00	12.33	View chart
Kb Home Stock (KBH)	0.0	$31.000000	NEW	1.00	31.00	View chart
Carters Stock (CRI)	0.0	$30.000000		1.00	30.00	View chart
On Semiconductor Corp Stock (ON)	0.0	$29.000000		1.00	29.00	View chart
Global X Superdividend Us Etf Etf (DIV)	0.0	$13.000000		1.00	13.00	View chart
Embecta Corp Stock (EMBC)	0.0	$13.000000		1.00	13.00	View chart
Old Second Bancorp Inc Ill Stock (OSBC)	0.0	$12.000000	NEW	1.00	12.00	View chart
Walgreens Boots Alliance Stock (WBA)	0.0	$9.000000		1.00	9.00	View chart
Pulte Group Stock (PHM)	0.0	$0	NEW	0	0.00	View chart
Newmont Corp Stock (NEM)	0.0	$0		0	0.00	View chart
Toll Brothers Stock (TOL)	0.0	$0	NEW	0	0.00	View chart
D R Horton Stock (DHI)	0.0	$0	NEW	0	0.00	View chart
Micron Technology Stock (MU)	0.0	$0		0	0.00	View chart
Meritage Homes Corp Stock (MTH)	0.0	$0	NEW	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		0	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 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
Hallmark Capital Management 2022 Q2 filed Aug. 1, 2022
Hallmark Capital Management 2022 Q1 filed May 2, 2022

View all past filings

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