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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, DELL, VONG, STX, VTV, and represent 15.33% of Valley Wealth Managers's stock portfolio.
Added to shares of these 10 stocks: CUBE (+$23M), JIRE (+$17M), VTV (+$11M), RSPH (+$7.6M), RSPG (+$6.0M), HON (+$5.3M), DKS, FBND, KBWB, SOXX.
Started 21 new stock positions in ORCL.PD, DLN, VIS, CAIE, RSPG, CUBE, KGLD, AMCR, LUV, SMB. VHT, AMD, JIRE, PEO, DBC, SHM, ARCC, JEPQ, RSPH, HWM, ADAM.
Reduced shares in these 10 stocks: STWD (-$15M), VONG (-$13M), HEDJ (-$10M), HONA (-$8.9M), KRE (-$8.8M), AIRR (-$5.3M), IPAC, CMCSA, BSV, DELL.
Sold out of its positions in MO, NLY, FIGR, HCA, PDBC, INTU, ACWI, IDEV, SGOV, JGRO. JAAA, SPIB, BIL, SPSM, SCHE, VONV, ZECP, SMIZ, GROZ, QUIZ, CMBT.
Valley Wealth Managers was a net buyer of stock by $28M.
Valley Wealth Managers has $1.8B in assets under management (AUM), dropping by 1.68%.
Central Index Key (CIK): 0000924166

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Portfolio Holdings for Valley Wealth Managers

Valley Wealth Managers holds 345 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	3.5	$61M		183k	333.03	View chart
Dell Technologies Inc Cl C Stock (DELL)	3.1	$55M	-2%	102k	537.95	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	3.0	$53M	-19%	409k	128.93	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	2.9	$52M	-2%	56k	922.34	View chart
Vanguard Morningstar Value Etf Etf (VTV)	2.8	$50M	+29%	231k	216.08	View chart
Global X Artificial Intelligence & Technology Etf Etf (AIQ)	2.3	$41M	+2%	633k	65.16	View chart
Cisco Sys Stock (CSCO)	2.3	$40M		368k	107.63	View chart
Broadcom Stock (AVGO)	2.2	$39M		112k	351.19	View chart
Microsoft Corp Stock (MSFT)	2.2	$39M		76k	512.90	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.9	$34M		98k	344.08	View chart
Morgan Stanley Stock (MS)	1.8	$31M		167k	188.08	View chart
Metlife Stock (MET)	1.7	$30M		322k	94.16	View chart
Delta Air Lines Stock (DAL)	1.7	$30M	-2%	358k	83.46	View chart
Meta Platforms Inc Cl A Stock (META)	1.7	$30M		41k	725.18	View chart
Amgen Stock (AMGN)	1.7	$30M		70k	421.52	View chart
Pfizer Stock (PFE)	1.7	$30M	+2%	1.0M	28.52	View chart
Salesforce Stock (CRM)	1.7	$29M		127k	229.57	View chart
Hasbro Stock (HAS)	1.7	$29M		331k	87.68	View chart
Ross Stores Stock (ROST)	1.6	$29M		124k	233.40	View chart
Citizens Finl Group Stock (CFG)	1.6	$28M		445k	63.76	View chart
Verizon Communications Stock (VZ)	1.6	$28M		609k	45.87	View chart
Element Solutions Stock (ESI)	1.6	$28M		766k	36.28	View chart
Corning Stock (GLW)	1.6	$27M		178k	153.76	View chart
Vertex Pharmaceuticals Stock (VRTX)	1.5	$27M		52k	522.83	View chart
Caci Intl Inc Cl A Stock (CACI)	1.5	$27M	+2%	44k	609.12	View chart
Assurant Stock (AIZ)	1.5	$26M		98k	263.50	View chart
Chevron Corporation Stock (CVX)	1.4	$25M		123k	204.21	View chart
Hubbell Stock (HUBB)	1.4	$25M		54k	453.61	View chart
Cencora Stock (COR)	1.4	$25M		82k	300.26	View chart
Ingram Micro Holding Corp Stock (INGM)	1.4	$24M		891k	26.81	View chart
Nexstar Media Group Stock (NXST)	1.3	$23M	+2%	143k	161.57	View chart
Kroger Stock (KR)	1.3	$23M	+8%	387k	58.62	View chart
Cubesmart Reit (CUBE)	1.3	$23M	NEW	599k	37.58	View chart
Tapestry Stock (TPR)	1.3	$22M		195k	115.04	View chart
Progressive Corp Stock (PGR)	1.3	$22M	+2%	107k	207.31	View chart
Keurig Dr Pepper Stock (KDP)	1.2	$22M		717k	30.34	View chart
Darden Restaurants Stock (DRI)	1.2	$21M		107k	193.25	View chart
National Fuel Gas Stock (NFG)	1.2	$21M	+4%	271k	75.86	View chart
Oracle Corp Stock (ORCL)	1.2	$20M	+5%	148k	137.30	View chart
Ss&c Tech Hldgs Stock (SSNC)	1.1	$20M	+2%	259k	77.07	View chart
T-mobile Us Stock (TMUS)	1.1	$19M	+5%	116k	163.08	View chart
Honeywell Intl Stock (HON)	1.0	$18M	+42%	85k	210.92	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	1.0	$17M	+5%	92k	183.38	View chart
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)	0.9	$17M	NEW	203k	82.16	View chart
Global X Defense Tech Etf Etf (SHLD)	0.9	$16M	+6%	260k	60.08	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.8	$15M	+18%	26k	568.64	View chart
Ishares Core Msci Pacific Etf Etf (IPAC)	0.7	$12M	-23%	140k	85.11	View chart
Invesco Kbw Bank Etf Etf (KBWB)	0.7	$12M	+32%	135k	87.23	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.6	$11M	-3%	71k	154.62	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.6	$10M	+12%	190k	52.50	View chart
Nvidia Corporation Stock (NVDA)	0.5	$8.6M		38k	228.38	View chart
Texas Instrs Stock (TXN)	0.4	$7.8M		28k	280.09	View chart
Netapp Stock (NTAP)	0.4	$7.7M		37k	210.08	View chart
Invesco S&p 500 Equal Weight Health Care Etf Etf (RSPH)	0.4	$7.6M	NEW	204k	37.01	View chart
Abbvie Stock (ABBV)	0.4	$7.2M		28k	261.59	View chart
Dicks Sporting Goods Stock (DKS)	0.4	$7.2M	+142%	54k	134.29	View chart
Merck & Co Stock (MRK)	0.4	$7.0M	-3%	48k	145.31	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$6.8M		21k	330.83	View chart
State Str Corp Stock (STT)	0.4	$6.6M	-4%	38k	174.59	View chart
Automatic Data Processing Stock (ADP)	0.4	$6.4M		25k	258.06	View chart
Fidelity Total Bond Etf Etf (FBND)	0.4	$6.3M	+93%	146k	43.30	View chart
Amazon Stock (AMZN)	0.4	$6.2M		25k	249.15	View chart
Unitedhealth Group Stock (UNH)	0.4	$6.2M		17k	367.08	View chart
Exxonmobil Holdings Corp Stock	0.3	$6.0M		37k	162.75	View chart
Travelers Companies Stock (TRV)	0.3	$6.0M		17k	356.51	View chart
Invesco S&p 500 Equal Weight Energy Etf Etf (RSPG)	0.3	$6.0M	NEW	56k	107.46	View chart
Ryder Sys Stock (R)	0.3	$6.0M		26k	227.86	View chart
Qualcomm Stock (QCOM)	0.3	$6.0M	+3%	33k	184.04	View chart
Pnc Finl Svcs Group Stock (PNC)	0.3	$5.6M		25k	222.26	View chart
Gilead Sciences Stock (GILD)	0.3	$5.6M		38k	149.05	View chart
Coca Cola Stock (KO)	0.3	$5.5M		64k	86.08	View chart
Us Bancorp Stock (USB)	0.3	$5.4M		93k	57.76	View chart
Cognizant Technology Solutions Cl A Stock (CTSH)	0.3	$5.3M		92k	57.44	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.3	$5.2M	-2%	37k	142.26	View chart
Kinder Morgan Inc Del Stock (KMI)	0.3	$5.1M		170k	30.15	View chart
Eog Res Stock (EOG)	0.3	$5.1M		37k	137.76	View chart
Price T Rowe Group Stock (TROW)	0.3	$4.9M	+2%	47k	104.05	View chart
American Elec Pwr Stock (AEP)	0.3	$4.9M		41k	118.64	View chart
General Dynamics Corp Stock (GD)	0.3	$4.9M		15k	331.83	View chart
Starbucks Corp Stock (SBUX)	0.3	$4.9M		52k	93.96	View chart
Fidelity Natl Finl Stock (FNF)	0.3	$4.8M	+59%	123k	38.65	View chart
Procter & Gamble Stock (PG)	0.3	$4.7M		32k	145.28	View chart
Medtronic Stock (MDT)	0.3	$4.7M	+3%	54k	86.29	View chart
At&t Stock (T)	0.3	$4.6M	+3%	189k	24.40	View chart
Kimberly-clark Corp Stock (KMB)	0.3	$4.6M		47k	97.43	View chart
International Business Machs Stock (IBM)	0.3	$4.5M	+7%	21k	219.93	View chart
American Tower Corp Reit (AMT)	0.3	$4.5M	+3%	27k	163.69	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.3	$4.4M	-18%	27k	163.99	View chart
Amplify Cybersecurity Etf Etf (HACK)	0.2	$4.3M	-18%	36k	121.24	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$4.3M		8.5k	509.25	View chart
Realty Income Corp Reit (O)	0.2	$4.3M	+2%	79k	54.30	View chart
Eastman Chem Stock (EMN)	0.2	$4.1M	+3%	64k	64.84	View chart
Public Svc Enterprise Group Stock (PEG)	0.2	$4.1M	+3%	61k	67.34	View chart
Prudential Finl Stock (PRU)	0.2	$4.1M		36k	113.60	View chart
Pepsico Stock (PEP)	0.2	$4.1M		32k	126.72	View chart
Eli Lilly & Co Stock (LLY)	0.2	$3.9M		3.4k	1157.08	View chart
Arista Networks Stock (ANET)	0.2	$3.8M		19k	203.59	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.2	$3.8M	+51%	35k	106.48	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.2	$3.6M	-4%	77k	46.87	View chart
Home Depot Stock (HD)	0.2	$3.5M	+3%	13k	284.49	View chart
Amphenol Corp Cl A Stock (APH)	0.2	$3.5M	+100%	42k	84.30	View chart
Ab Core Plus Bond Etf Etf (CPLS)	0.2	$3.5M	+75%	105k	33.41	View chart
First Trust Rba American Industrial Renaissance Etf Etf (AIRR)	0.2	$3.5M	-60%	34k	103.24	View chart
Jpmorgan U.s. Tech Leaders Etf Etf (JTEK)	0.2	$3.4M	+3%	32k	105.19	View chart
Vici Pptys Reit (VICI)	0.2	$3.4M	-4%	147k	22.97	View chart
Mcdonalds Corp Stock (MCD)	0.2	$3.3M	+4%	15k	230.94	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.2	$3.3M	-3%	23k	146.48	View chart
Vanguard Morningstar Mid-cap Growth Etf Etf (VOT)	0.2	$3.3M		11k	292.10	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.2	$3.3M		4.3k	765.85	View chart
Amdocs Stock (DOX)	0.2	$3.2M	-9%	57k	57.18	View chart
Vanguard Morningstar Mid-cap Value Etf Etf (VOE)	0.1	$2.6M	-2%	13k	195.53	View chart
Visa Inc Com Cl A Stock (V)	0.1	$2.5M		7.1k	359.33	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.1	$2.5M		3.3k	762.63	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.1	$2.5M	-5%	49k	50.37	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.1	$2.3M	+3%	9.6k	241.31	View chart
Robo Global Artificial Intelligence Etf Etf (THNQ)	0.1	$2.1M	+20%	22k	97.14	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.1	$2.1M	+3%	19k	112.50	View chart
Intuitive Surgical Stock (ISRG)	0.1	$2.0M	+2%	5.0k	406.63	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$1.8M	-5%	19k	96.88	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$1.8M	-49%	24k	76.40	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$1.8M	+8%	14k	125.67	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.1	$1.7M	-6%	12k	145.04	View chart
Vanguard Morningstar Small-cap Growth Etf Etf (VBK)	0.1	$1.7M		4.9k	337.83	View chart
Palo Alto Networks Stock (PANW)	0.1	$1.7M	-12%	4.2k	397.31	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.1	$1.6M	-6%	68k	24.24	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.1	$1.5M	-7%	64k	24.12	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$1.4M		4.1k	340.74	View chart
Fortinet Stock (FTNT)	0.1	$1.4M	-2%	7.6k	178.76	View chart
Marvell Technology Stock (MRVL)	0.1	$1.3M	+3%	5.1k	264.21	View chart
Applied Matls Stock (AMAT)	0.1	$1.3M		2.6k	511.35	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$1.3M	-5%	22k	59.31	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$1.3M	-4%	16k	77.25	View chart
Kla Corp Stock (KLAC)	0.1	$1.2M	+4%	6.3k	194.93	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.1	$1.2M		40k	30.95	View chart
Ishares Fallen Angels Usd Bond Etf Etf (FALN)	0.1	$1.2M	+51%	46k	25.93	View chart
Invesco Bloomberg Enhanced Fallen Angels Etf Etf (IFLN)	0.1	$1.1M	+53%	65k	17.44	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.1	$1.1M	-4%	44k	24.96	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$1.0M	-31%	1.5k	700.83	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$954k	+4%	1.0k	910.34	View chart
Hilton Worldwide Hldgs Stock (HLT)	0.1	$931k	+7%	2.9k	318.12	View chart
Trane Technologies Stock (TT)	0.0	$879k	+5%	1.9k	451.98	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.0	$836k	-4%	37k	22.69	View chart
Intel Corp Stock (INTC)	0.0	$806k		6.7k	120.23	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.0	$802k	+27%	4.1k	195.75	View chart
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.0	$783k	-5%	7.7k	102.15	View chart
Johnson & Johnson Stock (JNJ)	0.0	$770k		2.9k	264.75	View chart
Lpl Finl Hldgs Stock (LPLA)	0.0	$754k	+5%	2.5k	305.80	View chart
Netflix Stock (NFLX)	0.0	$739k	+17%	11k	69.58	View chart
Tjx Cos Stock (TJX)	0.0	$723k	+6%	5.5k	132.31	View chart
Howmet Aerospace Stock (HWM)	0.0	$691k	NEW	3.1k	226.18	View chart
Oreilly Automotive Stock (ORLY)	0.0	$689k	+6%	8.1k	85.41	View chart
Msci Stock (MSCI)	0.0	$688k	+6%	1.3k	538.66	View chart
Sherwin Williams Stock (SHW)	0.0	$683k	+6%	2.1k	323.27	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$660k	-20%	5.3k	125.26	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.0	$656k		887.00	739.77	View chart
Synopsys Stock (SNPS)	0.0	$615k	+7%	1.4k	434.94	View chart
Vaneck Ig Floating Rate Etf Etf (FLTR)	0.0	$605k	-2%	24k	25.59	View chart
State Street Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)	0.0	$600k	+10%	25k	24.25	View chart
Apollo Global Mgmt Stock (APO)	0.0	$588k	+7%	5.1k	116.06	View chart
Transdigm Group Stock (TDG)	0.0	$582k	+6%	538.00	1082.60	View chart
Servicenow Stock (NOW)	0.0	$579k	+7%	4.3k	134.01	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$506k	-5%	6.5k	78.31	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.0	$457k	-15%	7.9k	57.56	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.0	$451k		905.00	497.95	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$381k	+2%	3.0k	128.10	View chart
Honeywell Aerospace Stock (HONA)	0.0	$373k	-95%	2.4k	154.98	View chart
The Cigna Group Stock (CI)	0.0	$334k		1.2k	271.80	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.0	$297k	-10%	14k	21.14	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$283k	+4%	1.7k	168.42	View chart
Walmart Stock (WMT)	0.0	$261k		2.5k	103.92	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$257k	+10%	4.8k	53.40	View chart
Valley Natl Bancorp Stock (VLY)	0.0	$242k		19k	12.62	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.0	$233k	-15%	2.1k	113.47	View chart
Invesco Variable Rate Preferred Etf Etf (VRP)	0.0	$224k	-13%	9.4k	23.71	View chart
Micron Technology Stock (MU)	0.0	$208k		195.00	1065.10	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$207k	+12%	1.9k	108.84	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$203k	-15%	1.3k	155.20	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.0	$198k		3.3k	60.73	View chart
Wisdomtree Europe Hedged Equity Fund Etf (HEDJ)	0.0	$188k	-98%	3.4k	55.51	View chart
Viking Therapeutics Stock (VKTX)	0.0	$183k	-2%	5.6k	32.60	View chart
Vanguard Morningstar Growth Etf Etf (VUG)	0.0	$158k		1.8k	90.11	View chart
Citigroup Stock (C)	0.0	$153k		1.2k	129.48	View chart
Booking Holdings Stock (BKNG)	0.0	$151k		925.00	162.91	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$145k		262.00	551.47	View chart
Uber Technologies Stock (UBER)	0.0	$137k		2.0k	68.51	View chart
Ge Vernova Stock (GEV)	0.0	$130k		137.00	950.49	View chart
State Street Spdr S&p Regional Banking Etf Etf (KRE)	0.0	$129k	-98%	1.9k	69.44	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.0	$128k	+54%	767.00	166.98	View chart
Phillips 66 Stock (PSX)	0.0	$128k		500.00	255.31	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$125k		2.0k	62.40	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$113k	-11%	1.2k	94.54	View chart
Philip Morris Intl Stock (PM)	0.0	$100k		525.00	190.82	View chart
Bank Of Ny Mellon Corp Stock (BNY)	0.0	$98k		680.00	144.63	View chart
Kurv Gold Enhanced Income Etf Etf (KGLD)	0.0	$98k	NEW	3.8k	25.76	View chart
Starwood Ppty Tr Reit (STWD)	0.0	$98k	-99%	7.2k	13.50	View chart
Ishares U.s. Pharmaceuticals Etf Etf (IHE)	0.0	$91k		900.00	100.52	View chart
Abbott Laboratories Stock (ABT)	0.0	$89k		902.00	98.83	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$85k	-68%	408.00	208.00	View chart
Sempra Stock (SRE)	0.0	$85k		1.1k	77.96	View chart
Navios Maritime Partners Lp Com Unit Lpi Stock (NMM)	0.0	$84k		930.00	89.91	View chart
Solstice Advanced Matls Stock (SOLS)	0.0	$83k		1.5k	56.32	View chart
Bank Of Amer Corp Stock (BAC)	0.0	$82k		1.5k	54.43	View chart
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)	0.0	$81k	NEW	836.00	97.20	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.0	$81k		725.00	110.97	View chart
Spdr Gold Shares Etf (GLD)	0.0	$80k		211.00	380.83	View chart
Apple Hospitality Reit Reit (APLE)	0.0	$77k		4.8k	16.16	View chart
Csx Corp Stock (CSX)	0.0	$77k		1.7k	46.51	View chart
Block Inc Cl A Stock (XYZ)	0.0	$74k		1.0k	73.53	View chart
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)	0.0	$73k		1.5k	49.48	View chart
GSK Adr (GSK)	0.0	$73k		1.5k	48.17	View chart
Lowes Cos Stock (LOW)	0.0	$72k		390.00	184.29	View chart
Sandisk Corp Stock (SNDK)	0.0	$70k		40.00	1739.90	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$66k		937.00	70.15	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$65k		1.3k	51.23	View chart
Novartis Adr (NVS)	0.0	$65k		453.00	142.57	View chart
Allstate Corp Stock (ALL)	0.0	$63k		283.00	221.86	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.0	$62k	-9%	1.2k	50.21	View chart
Analog Devices Stock (ADI)	0.0	$62k		155.00	396.71	View chart
Astrazeneca Plc Ord Adr (AZN)	0.0	$60k		374.00	161.47	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.0	$57k	+109%	707.00	80.60	View chart
Western Digital Corp Stock (WDC)	0.0	$55k		120.00	454.46	View chart
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)	0.0	$55k		350.00	155.68	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$54k	-98%	2.5k	21.76	View chart
Conocophillips Stock (COP)	0.0	$50k		400.00	125.15	View chart
Charles Schwab Corp Stock (SCHW)	0.0	$49k		500.00	97.74	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$47k		670.00	69.83	View chart
Disney Walt Stock (DIS)	0.0	$45k		425.00	104.90	View chart
Vanguard Morningstar Total Stock Market Etf Etf (VTI)	0.0	$41k		110.00	374.24	View chart
Franklin Municipal Income Etf Etf (FTMU)	0.0	$41k		5.5k	7.34	View chart
Msc Indl Direct Inc Cl A Stock (MSM)	0.0	$40k	-11%	323.00	123.72	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$40k		174.00	228.11	View chart
State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.0	$37k		403.00	92.74	View chart
Oracle Corp 6.5 Dep Cum Sr D Convertible Preferred (ORCL.PD)	0.0	$37k	NEW	844.00	44.24	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.0	$35k	-41%	1.2k	29.50	View chart
Wells Fargo & Co Stock (WFC)	0.0	$34k		426.00	80.04	View chart
Calamos Dynamic Conv & Income Cef (CCD)	0.0	$34k		1.5k	22.62	View chart
Principal Financial Group Stock (PFG)	0.0	$34k		300.00	111.96	View chart
Rtx Corporation Stock (RTX)	0.0	$33k		179.00	185.65	View chart
3M Stock (MMM)	0.0	$33k		200.00	164.15	View chart
Cintas Corp Stock (CTAS)	0.0	$31k		160.00	195.06	View chart
Advanced Micro Devices Stock (AMD)	0.0	$31k	NEW	50.00	611.76	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.0	$30k	+153%	286.00	104.54	View chart
State Street Materials Select Sector Spdr Etf Etf (XLB)	0.0	$30k	+30%	606.00	48.70	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$29k	-29%	469.00	61.50	View chart
Csw Industrials Stock (CSW)	0.0	$29k		100.00	288.08	View chart
Truist Finl Corp Stock (TFC)	0.0	$29k		619.00	46.30	View chart
Rockwell Automation Stock (ROK)	0.0	$28k		65.00	435.32	View chart
Gabelli Divid & Income Tr Cef (GDV)	0.0	$28k		1.0k	28.29	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.0	$28k	+53%	696.00	39.44	View chart
Occidental Pete Corp Stock (OXY)	0.0	$27k		492.00	55.32	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.0	$26k	NEW	420.00	61.26	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$25k	NEW	78.00	316.08	View chart
Vanguard Industrials Etf Etf (VIS)	0.0	$24k	NEW	76.00	320.51	View chart
Amcor Stock (AMCR)	0.0	$24k	NEW	577.00	41.86	View chart
Calamos Autocallable Income Etf Etf (CAIE)	0.0	$24k	NEW	900.00	26.62	View chart
Adam Nat Res Cef (PEO)	0.0	$24k	NEW	869.00	27.53	View chart
Boeing Stock (BA)	0.0	$23k		125.00	186.05	View chart
Eaton Corp Stock (ETN)	0.0	$23k		54.00	429.70	View chart
American Express Stock (AXP)	0.0	$23k		76.00	304.11	View chart
Parker-hannifin Corp Stock (PH)	0.0	$23k		24.00	955.42	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$22k	-61%	95.00	233.31	View chart
Adamas Trust Reit (ADAM)	0.0	$22k	NEW	2.8k	7.78	View chart
Vanguard Morningstar Small-cap Value Etf Etf (VBR)	0.0	$21k		89.00	230.57	View chart
Duke Energy Corp Stock (DUK)	0.0	$20k		171.00	114.01	View chart
Ares Capital Corp Cef (ARCC)	0.0	$19k	NEW	999.00	19.10	View chart
Jd.com Inc Spon Ads Cl A Adr (JD)	0.0	$19k		700.00	26.60	View chart
Baidu Inc Spon Adr Rep A Adr (BIDU)	0.0	$18k		210.00	86.87	View chart
Modine Mfg Stock (MOD)	0.0	$18k		96.00	187.20	View chart
State Street Real Estate Select Sector Spdr Etf Etf (XLRE)	0.0	$18k	+16%	432.00	40.91	View chart
State Street Spdr Nuveen Ice Short Term Municipal Bond Etf Etf (SHM)	0.0	$17k	NEW	373.00	46.65	View chart
Sysco Corp Stock (SYY)	0.0	$16k		200.00	77.96	View chart
Sofi Technologies Stock (SOFI)	0.0	$15k		963.00	15.72	View chart
Prosperity Bancshares Stock (PB)	0.0	$14k		216.00	66.21	View chart
Vanguard Morningstar Mega Cap Value Etf Etf (MGV)	0.0	$14k		87.00	161.09	View chart
Fastenal Stock (FAST)	0.0	$14k		276.00	49.53	View chart
Illinois Tool Wks Stock (ITW)	0.0	$14k		53.00	257.28	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.0	$13k		182.00	72.86	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$13k		63.00	209.44	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$13k		57.00	228.28	View chart
Nextera Energy Stock (NEE)	0.0	$12k		160.00	75.74	View chart
Pimco Short Term Municipal Bond Active Etf Etf (SMMU)	0.0	$12k		237.00	49.41	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$12k		340.00	34.02	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$11k		100.00	113.06	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$11k		304.00	35.93	View chart
Yum Brands Stock (YUM)	0.0	$11k		80.00	136.34	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$11k		230.00	47.36	View chart
Vaneck Short Muni Etf Etf (SMB)	0.0	$10k	NEW	602.00	16.92	View chart
Huntington Bancshares Stock (HBAN)	0.0	$10k		655.00	15.26	View chart
Ishares Short Maturity Municipal Bond Active Etf Etf (MEAR)	0.0	$9.9k		200.00	49.63	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$9.6k		95.00	101.11	View chart
Pembina Pipeline Corp Stock (PBA)	0.0	$9.5k		212.00	44.58	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.0	$9.1k	-5%	206.00	44.41	View chart
Blackrock Stock (BLK)	0.0	$8.5k		8.00	1058.25	View chart
Broadridge Finl Solutions Stock (BR)	0.0	$8.4k		52.00	161.10	View chart
Invesco Db Commodity Index Tracking Fund Etf (DBC)	0.0	$8.3k	NEW	258.00	32.32	View chart
Baker Hughes Company Cl A Stock (BKR)	0.0	$8.0k		145.00	54.90	View chart
Nomura Focused Large Growth Etf Etf (LRGG)	0.0	$7.9k	-81%	264.00	29.90	View chart
Vanguard Morningstar Mid-cap Etf Etf (VO)	0.0	$7.5k		96.00	78.42	View chart
Bilibili Inc Spons Ads Rep Z Adr (BILI)	0.0	$7.5k		500.00	15.02	View chart
Southwest Airls Stock (LUV)	0.0	$6.5k	NEW	156.00	41.64	View chart
Nio Inc Spon Ads Adr (NIO)	0.0	$6.2k		1.8k	3.43	View chart
F5 Stock (FFIV)	0.0	$6.2k		14.00	445.21	View chart
Tesla Stock (TSLA)	0.0	$6.0k		17.00	354.82	View chart
Jabil Stock (JBL)	0.0	$5.7k		20.00	286.85	View chart
Ramaco Res Inc Com Cl A Stock (METC)	0.0	$5.0k		600.00	8.27	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$4.6k		10.00	456.20	View chart
Solventum Corp Stock (SOLV)	0.0	$4.4k		50.00	88.16	View chart
Ford Mtr Stock (F)	0.0	$4.1k		341.00	12.08	View chart
Viper Energy Inc Cl A Stock (VNOM)	0.0	$4.0k		100.00	39.89	View chart
Corteva Stock (CTVA)	0.0	$3.3k		43.00	77.65	View chart
M & T Bk Corp Stock (MTB)	0.0	$3.0k		14.00	217.57	View chart
Ishares U.s. Energy Etf Etf (IYE)	0.0	$2.9k	-67%	45.00	64.80	View chart
Qnity Electronics Stock (Q)	0.0	$2.6k		21.00	125.76	View chart
Td Synnex Corporation Stock (SNX)	0.0	$2.6k		10.00	256.90	View chart
Dupont De Nemours Stock (DD)	0.0	$1.8k		14.00	129.86	View chart
BP Adr (BP)	0.0	$1.4k		32.00	44.00	View chart
Dow Hldgs Stock (DOW)	0.0	$1.2k		43.00	27.53	View chart
Hyliion Holdings Corp Stock (HYLN)	0.0	$834.000000		200.00	4.17	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.0	$812.999000		22.00	36.95	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$487.000000	-98%	5.00	97.40	View chart
Diamondback Energy Stock (FANG)	0.0	$368.000000		2.00	184.00	View chart
Brighthouse Finl Stock (BHF)	0.0	$348.999700		7.00	49.86	View chart
Aspire-lakewood Holdings Stock (ASBP)	0.0	$275.998800		33.00	8.36	View chart
Chemours Stock (CC)	0.0	$271.000000		20.00	13.55	View chart
Proshares Bitcoin Etf Etf (BITO)	0.0	$226.000000		20.00	11.30	View chart
Capital One Finl Corp Stock (COF)	0.0	$193.000000		1.00	193.00	View chart
Cleveland-cliffs Stock (CLF)	0.0	$187.000000		17.00	11.00	View chart
Inseego Corp Stock (INSG)	0.0	$183.000000		50.00	3.66	View chart
State Street Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	0.0	$174.000000	-96%	1.00	174.00	View chart
Target Corp Stock (TGT)	0.0	$156.000000		1.00	156.00	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$139.000000	-98%	1.00	139.00	View chart
Global X U.s. Preferred Etf Etf (PFFD)	0.0	$127.000300		7.00	18.14	View chart
Xtant Med Hldgs Stock (XTNT)	0.0	$105.998600		298.00	0.36	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$93.000000		1.00	93.00	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	0.0	$73.000000	-99%	1.00	73.00	View chart
On Semiconductor Corp Stock (ON)	0.0	$54.000000		1.00	54.00	View chart
State Street Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD)	0.0	$53.000000		1.00	53.00	View chart
Ishares U.s. Consumer Staples Etf Etf (IYK)	0.0	$46.000000		1.00	46.00	View chart
First Trust Utilities Alphadex Fund Etf (FXU)	0.0	$26.000000		1.00	26.00	View chart
Vanguard Utilities Etf Etf (VPU)	0.0	$0		0	0.00	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.0	$0		0	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
Bny Mellon Global Infrastructure Income Etf Etf (BKGI)	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 Q3 filed Oct. 9, 2026
Valley Wealth Managers 2026 Q2 filed Aug. 4, 2026
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

View all past filings

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