Valley Wealth Managers, Inc.

Q2 2025 13F Combination Report, Stock Holdings

Signature - Title
Caterina A. Castellano - Portfolio Analyst
Location
Paramus, NJ
Holdings as of
June 30, 2025
Value $
$1.39B
Num holdings
298
Date filed
8/6/2025, 12:51 PM
Form type
13F-HR
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 VONG, AVGO, AAPL, MSFT, and ORCL.
Previous filing
Q1 2025 - May 7, 2025
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q2 compared to 2025 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
Caterina A. Castellano Portfolio Analyst Paramus, New Jersey 8/6/2025

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 028-22712