Valley Wealth Managers, Inc.

Q2 2022 13F Combination Report, Restatement, Stock Holdings

Signature - Title
George R. Kress - President
Location
Paramus
Holdings as of
June 30, 2022
Value $
$1.07B
Num holdings
410
Date filed
11/16/2022, 02:48 PM
Form type
13F-HR/A-3 - Restatement
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included AAPL, MSFT, NFG, VRTX, and PFE.
Previous filing
Q1 2022 - May 2, 2022
Next filing
Q3 2022 - Nov 9, 2022
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2022 Q2 - Restatement compared to 2022 Q1 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
George R. Kress President Paramus, New Jersey 11/16/2022

List of Other Managers Reporting for Valley Wealth Managers, Inc.:

Name Holdings Value Location File Number
Valley National Bank Morristown, NJ 028-22712

Other Included Managers (1):

Num Name Location File Number
1 Valley National Bank Morristown, NJ