Managers / Q1 2019 · view latest →
VALLEY WEALTH MANAGERS, INC.
CIK 0000924166 · 80 EAST RIDGEWOOD AVENUE, SUITE 3, PARAMUS, NJ, 07652 · 9738084144
Reported Value
$917M
Q1 2019
Positions
331
Filings on Record
33
2019–present window
Filed
May 9, 2019
original filing
Summary
Valley Wealth Managers, Inc. reported $917M in U.S.-listed holdings across 331 positions for Q1 2019.
Its largest position, AAPL, represents 2.8% of the portfolio.
Compared with Q4 2018, the fund opened 50 new positions and exited 18.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2019
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.6B | 504 | May 6, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.6B | 584 | Feb 4, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.5B | 496 | Nov 3, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.4B | 491 | Aug 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.3B | 566 | May 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.3B | 546 | Jan 31, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.3B | 547 | Nov 6, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.3B | 536 | Aug 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.3B | 480 | May 3, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.3B | 480 | Feb 7, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $1.2B | 507 | Nov 9, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $1.1B | 499 | Jul 28, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $1.1B | 512 | May 3, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $1.08T | 624 | Feb 1, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $1.1B | 624 | Nov 16, 2022 | RESTATEMENT | changes · EDGAR ↗ |
| Q2 2022 | $1.1B | 449 | Aug 1, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $1.2B | 302 | May 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $1.2B | 310 | Feb 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $1.1B | 302 | Nov 1, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $1.2B | 308 | Aug 3, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $1.1B | 266 | Apr 22, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $1.0B | 265 | Feb 2, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $908M | 261 | Nov 3, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $892M | 269 | Jul 28, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $770M | 259 | Apr 24, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $1.0B | 296 | Jan 31, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $942M | 298 | Nov 1, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $942M | 308 | Aug 8, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $917M | 331 | May 9, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $765M | 241 | Feb 8, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.