Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VALLEY WEALTH MANAGERS INC | 05-03-2024 | 03-31-2024 | 480 | 1,327,146,649 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | ETF | 101 | $6,116,890 | 39,482 | 0.00 | 0.00 | -365 | -0.92 | 03-31-2024 |
| JPMORGAN CHASE & CO COM | Stock | 102 | $6,033,671 | 30,123 | 0.00 | 0.00 | -3,690 | -10.91 | 03-31-2024 |
| MERCK & CO INC COM | Stock | 103 | $5,845,589 | 44,302 | 0.00 | 0.00 | -2,627 | -5.60 | 03-31-2024 |
| CATERPILLAR INC COM | Stock | 104 | $5,769,633 | 15,746 | 0.00 | 0.00 | -2,265 | -12.58 | 03-31-2024 |
