Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VALLEY WEALTH MANAGERS INC | 02-07-2024 | 12-31-2023 | 480 | 1,282,379,182 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD RUSSELL 1000 GROWTH ETF | ETF | 1 | $43,191,723 | 553,598 | 0.00 | 0.00 | 44,227 | 8.68 | 12-31-2023 |
| APPLE INC COM | Stock | 2 | $42,610,838 | 221,321 | 0.00 | 0.00 | -5,170 | -2.28 | 12-31-2023 |
| BROADCOM INC COM | Stock | 3 | $38,655,208 | 34,630 | 0.00 | 0.00 | -2,533 | -6.82 | 12-31-2023 |
| MICROSOFT CORP COM | Stock | 4 | $32,007,755 | 85,118 | 0.00 | 0.00 | -3,587 | -4.04 | 12-31-2023 |
