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 |
|---|---|---|---|---|---|---|---|---|---|
| ENERGY SELECT SECTOR SPDR FUND | ETF | 401 | $218,087 | 2,310 | 0.00 | 0.00 | -182 | -7.30 | 03-31-2024 |
| SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | ETF | 402 | $211,066 | 8,369 | 0.00 | 0.00 | -883 | -9.54 | 03-31-2024 |
| WALMART INC COM | Stock | 403 | $195,514 | 3,249 | 0.00 | 0.00 | 2,165 | 199.72 | 03-31-2024 |
| SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | ETF | 404 | $168,484 | 4,701 | 0.00 | 0.00 | -100 | -2.08 | 03-31-2024 |
