• 13F History

VALLEY WEALTH MANAGERS, INC.

13F Filings History

Latest 13F report
Q4 2024 - Jan 31, 2025
Value $
$1.34B
Signature - Title
Steven A. Tussi - Chief Investment Officer
Location
Paramus, NJ
Summary
This page shows a list of all the recent 13F filings made by VALLEY WEALTH MANAGERS, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. VALLEY WEALTH MANAGERS, INC. reported 400 stock holdings with total value $1.34B as of Q4 2024. Top holdings included AVGO, AAPL, VONG, MSFT, and JBL.
Holdings Value

List of Other Managers Reporting for VALLEY WEALTH MANAGERS, INC.:

Name Holdings Value Location File Number
Valley National Bank Morristown, NJ 028-22712
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 400 $1.34B +$55.9M -$69.6M -$13.7M AVGO, AAPL, VONG, MSFT, JBL 13F-HR 1/31/2025, 02:11 PM
Q3 2024 402 $1.35B +$112M -$62.7M +$49.3M VONG, AAPL, AVGO, MSFT, ORCL 13F-HR 11/6/2024, 02:52 PM
Q2 2024 374 $1.26B +$83.5M -$160M -$76.5M VONG, AAPL, AVGO, MSFT, ORCL 13F-HR 8/8/2024, 11:00 AM
Q1 2024 313 $1.33B +$61.7M -$108M -$46M VONG, AVGO, AAPL, MSFT, DELL 13F-HR 5/3/2024, 02:21 PM
Q4 2023 330 $1.28B +$45.2M -$75.2M -$30M VONG, AAPL, AVGO, MSFT, JBL 13F-HR 2/7/2024, 03:52 PM
Q3 2023 384 $1.2B +$192M -$71.8M +$121M AAPL, VONG, AVGO, JBL, MSFT 13F-HR 11/9/2023, 12:43 PM
Q2 2023 332 $1.11B +$19.4M -$52.9M -$33.5M AAPL, AVGO, MSFT, JBL, ORCL 13F-HR 7/28/2023, 10:34 AM
Q1 2023 349 $1.1B +$63.1M -$38.2M +$24.9M AAPL, MSFT, AVGO, JBL, CSCO 13F-HR 5/3/2023, 12:32 PM
Q4 2022 358 $1.08B +$60.2M -$82.7M -$22.4M AAPL, CVX, AVGO, MSFT, PFE 13F-HR 2/1/2023, 03:03 PM
Q3 2022 397 $1B +$87.1M -$61.8M +$25.3M AAPL, MSFT, VRTX, CVS, CVX 13F-HR 11/9/2022, 02:29 PM
Q2 2022 410 $1.07B +$61.3M -$64.1M -$2.74M AAPL, MSFT, NFG, VRTX, PFE Restatement 11/16/2022, 02:48 PM
Q1 2022 185 $1.2B +$36M -$25.9M +$10M AAPL, MSFT, CVX, NFG, AVGO 13F-HR 5/2/2022, 03:41 PM
Q4 2021 191 $1.25B +$29.8M -$48.4M -$18.6M AAPL, MSFT, AVGO, PFE, ACN 13F-HR 2/2/2022, 01:30 PM
Q3 2021 186 $1.12B +$30.6M -$54.7M -$24.1M AAPL, MSFT, CSCO, ACN, GOOGL 13F-HR 11/1/2021, 09:49 AM
Q2 2021 199 $1.18B +$75.2M -$68.9M +$6.32M AAPL, MSFT, CSCO, META, MS 13F-HR 8/3/2021, 10:22 AM
Q1 2021 164 $1.11B +$72.8M -$65.6M +$7.17M AAPL, MSFT, MCHP, CSCO, AVGO 13F-HR 4/22/2021, 04:40 PM
Q4 2020 159 $1.02B +$89M -$53.1M +$35.9M AAPL, MSFT, AVGO, MCHP, ACN 13F-HR 2/2/2021, 12:04 PM
Q3 2020 154 $901M +$103M -$52.8M +$50.3M AAPL, MSFT, AMGN, AVGO, META 13F-HR 11/3/2020, 12:14 PM
Q2 2020 162 $881M +$87M -$61.8M +$25.2M AAPL, MSFT, AMGN, CSCO, META 13F-HR 7/28/2020, 03:41 PM
Q1 2020 159 $760M +$44.8M -$20.1M +$24.7M AAPL, MSFT, AMGN, VZ, CSCO 13F-HR 4/24/2020, 01:23 PM
Q4 2019 187 $1B +$36.1M -$37.1M -$1.04M AAPL, AMGN, MSFT, CSCO, CDW 13F-HR 1/31/2020, 09:25 AM
Q3 2019 188 $940M +$70.2M -$62.7M +$7.45M AAPL, CSCO, AMGN, VZ, WMT 13F-HR 11/1/2019, 04:38 PM
Q2 2019 191 $942M +$54.4M -$29.1M +$25.2M AAPL, CSCO, JNJ, WMT, CDW 13F-HR 8/8/2019, 11:47 AM
Q1 2019 199 $917M +$130M -$14.4M +$115M AAPL, CSCO, JNJ, VZ, UNP 13F-HR 5/9/2019, 03:06 PM
Q4 2018 167 $765M +$111M -$38.8M +$72.7M AAPL, CSCO, JNJ, AMGN, VZ 13F-HR 2/8/2019, 03:25 PM
Q3 2018 116 $846M +$35.7M -$29.8M +$5.9M AAPL, CSCO, COP, AMGN, ROST 13F-HR 10/26/2018, 03:44 PM
Q2 2018 119 $819M +$39.5M -$21.3M +$18.2M AAPL, COP, MSFT, CSCO, CDW 13F-HR 8/2/2018, 10:06 AM
Q1 2018 119 $822M +$66.1M -$11.1M +$55M AAPL, CSCO, MSFT, THG, PNC 13F-HR 4/27/2018, 04:44 PM
Q4 2017 122 $831M +$51.7M -$29M +$22.7M AAPL, MSFT, WMT, CSCO, JNJ 13F-HR 1/24/2018, 10:41 AM
Q3 2017 119 $795M +$44.2M -$8.82M +$35.4M AAPL, MSFT, MCHP, JNJ, CDW 13F-HR 10/30/2017, 12:33 PM
Q2 2017 125 $746M +$45.6M -$17.8M +$27.8M AAPL, MSFT, JNJ, MCHP, CDW 13F-HR 7/13/2017, 02:31 PM
Q1 2017 199 $753M +$54M -$24.8M +$29.1M AAPL, MSFT, MCHP, JNJ, CSCO 13F-HR 5/12/2017, 11:37 AM
Q4 2016 243 $699M +$52.3M -$15.4M +$36.9M AAPL, MSFT, PNC, JNJ, MCHP 13F-HR 2/13/2017, 11:45 AM
Q3 2016 201 $680M +$35.9M -$6.21M +$29.6M AAPL, MSFT, MCHP, JNJ, CSCO 13F-HR 11/9/2016, 01:09 PM
Q2 2016 205 $656M +$79.8M -$17.4M +$62.4M AAPL, JNJ, DLR, INGR, ITC 13F-HR 8/5/2016, 02:36 PM
Q1 2016 111 $592M +$56.3M -$20.6M +$35.7M MSFT, ITC, JNJ, THG, ACN 13F-HR 5/6/2016, 04:35 PM
Q4 2015 98 $557M +$28.6M -$25.7M +$2.9M KR, MSFT, JNJ, ITC, AMGN 13F-HR 2/5/2016, 11:34 AM
Q3 2015 93 $549M +$41.8M -$19.6M +$22.2M AAP, KR, AAPL, THG, MSFT 13F-HR 10/30/2015, 04:50 PM
Q2 2015 98 $560M +$39.1M -$10.3M +$28.8M AAPL, COR, IACXXXX, CVS, AAP 13F-HR 7/30/2015, 03:15 PM
Q1 2015 102 $581M +$50.3M -$23.2M +$27.1M COR, KR, AAPL, AMGN, CVS 13F-HR 5/6/2015, 04:13 PM
Q4 2014 105 $559M +$45.6M -$7.05M +$38.6M KR, COR, AAPL, AMGN, CVS 13F-HR 2/6/2015, 11:47 AM
Q3 2014 103 $522M +$14.4M -$11.4M +$3M AAPL, JNJ, COR, KR, MSFT 13F-HR 11/5/2014, 09:53 AM
Q2 2014 109 $526M +$55.1M -$18.3M +$36.8M HAL, AAPL, COR, IACXXXX, JNJ 13F-HR 8/4/2014, 03:37 PM
Q1 2014 103 $501M +$40M -$15.4M +$24.6M PL, IACXXXX, FMC, WFC, JNJ 13F-HR 5/7/2014, 02:48 PM
Q4 2013 100 $487M PL, IACXXXX, COR, FMC, BLK 13F-HR 2/7/2014, 02:31 PM