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 |
|---|---|---|---|---|---|---|---|---|---|
| VANECK IG FLOATING RATE ETF | ETF | 251 | $944,330 | 37,018 | 0.00 | 0.00 | 908 | 2.51 | 03-31-2024 |
| ISHARES FALLEN ANGELS USD BOND ETF | ETF | 252 | $777,463 | 28,945 | 0.00 | 0.00 | -2,156 | -6.93 | 03-31-2024 |
| VANGUARD S&P 500 ETF | ETF | 253 | $777,138 | 1,617 | 0.00 | 0.00 | -73 | -4.32 | 03-31-2024 |
| COSTCO WHSL CORP NEW COM | Stock | 254 | $759,943 | 1,037 | 0.00 | 0.00 | 73 | 7.57 | 03-31-2024 |
