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Hallmark Capital Management

Latest statistics and disclosures from Valley Wealth Managers's latest quarterly 13F-HR filing:

Top 5 stock holdings are VONG, AVGO, AAPL, MSFT, DELL, and represent 13.73% of Valley Wealth Managers's stock portfolio.
Added to shares of these 10 stocks: DOX (+$19M), SOXX (+$6.6M), XLV (+$6.0M), AIQ (+$5.3M), SBUX, PFE, IGV, NEM, BJ, NFG.
Started 8 new stock positions in SCHA, NOW, SBUX, IBDU, META, SCHF, SCHX, EFA.
Reduced shares in these 10 stocks: MCHP (-$21M), JNJ (-$15M), AVGO (-$6.7M), PPA (-$6.5M), VONG, DELL, VTV, JBL, PGR, MSFT.
Sold out of its positions in ADI, ADM, ASB, ADSK, TECH, AZTA, DOV, EPD, ESE, FIS. GOVI, ICLN, KR, LW, MPW, MDLZ, NEE, NSC, PPG, PAYX, RTX, ROK, SCHR, TFX.
Valley Wealth Managers was a net seller of stock by $-46M.
Valley Wealth Managers has $1.3B in assets under management (AUM), dropping by 3.49%.
Central Index Key (CIK): 0000924166

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Portfolio Holdings for Valley Wealth Managers

Valley Wealth Managers holds 328 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Russell 1000 Growth Etf Etf (VONG)	3.3	$44M	-8%	505k	86.67	View chart
Broadcom Stock (AVGO)	3.0	$39M	-14%	30k	1325.41	View chart
Apple Stock (AAPL)	2.8	$37M	-3%	213k	171.48	View chart
Microsoft Corp Stock (MSFT)	2.5	$34M	-5%	80k	420.72	View chart
Dell Technologies Inc Cl C Stock (DELL)	2.2	$29M	-10%	254k	114.11	View chart
Jabil Stock (JBL)	2.0	$26M	-10%	196k	133.95	View chart
Progressive Corp Stock (PGR)	2.0	$26M	-8%	126k	206.82	View chart
Hubbell Stock (HUBB)	2.0	$26M	-7%	63k	415.05	View chart
Cencora Stock (COR)	1.9	$25M	-5%	103k	242.99	View chart
Oracle Corp Stock (ORCL)	1.9	$25M		198k	125.61	View chart
Metlife Stock (MET)	1.8	$24M	-2%	326k	74.11	View chart
Amgen Stock (AMGN)	1.8	$23M	-2%	82k	284.32	View chart
Vertex Pharmaceuticals Stock (VRTX)	1.7	$23M	-6%	55k	418.01	View chart
Vanguard Value Etf Etf (VTV)	1.7	$23M	-12%	142k	162.86	View chart
Amdocs Stock (DOX)	1.7	$23M	+439%	251k	90.37	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.7	$23M		149k	150.93	View chart
Morgan Stanley Stock (MS)	1.7	$23M		239k	94.16	View chart
Chevron Corp Stock (CVX)	1.6	$22M		138k	157.74	View chart
Cisco Sys Stock (CSCO)	1.6	$21M		426k	49.91	View chart
Verizon Communications Stock (VZ)	1.6	$21M	+3%	503k	41.96	View chart
The Cigna Group Stock (CI)	1.6	$21M	-3%	58k	363.19	View chart
Cvs Health Corp Stock (CVS)	1.6	$21M		262k	79.76	View chart
Ross Stores Stock (ROST)	1.6	$21M	-4%	143k	146.76	View chart
Elevance Health Stock (ELV)	1.6	$21M	-4%	40k	518.54	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	1.5	$20M	-4%	59k	346.61	View chart
Tapestry Stock (TPR)	1.5	$20M	-3%	430k	47.48	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	1.5	$20M	-7%	225k	89.90	View chart
Caci Intl Inc Cl A Stock (CACI)	1.5	$20M	-2%	53k	378.83	View chart
Sonoco Prods Stock (SON)	1.5	$20M		346k	57.84	View chart
Assurant Stock (AIZ)	1.5	$20M	-2%	106k	188.24	View chart
T-mobile Us Stock (TMUS)	1.4	$19M	-2%	113k	163.22	View chart
Magnolia Oil & Gas Corp Cl A Stock (MGY)	1.4	$18M		706k	25.95	View chart
Darden Restaurants Stock (DRI)	1.3	$18M	-3%	105k	167.15	View chart
Honeywell Intl Stock (HON)	1.3	$17M	-2%	85k	205.25	View chart
Paypal Hldgs Stock (PYPL)	1.3	$17M		254k	66.99	View chart
National Fuel Gas Stock (NFG)	1.3	$17M	+7%	312k	53.72	View chart
Bjs Whsl Club Hldgs Stock (BJ)	1.3	$17M	+13%	221k	75.65	View chart
Target Corp Stock (TGT)	1.2	$17M	+2%	94k	177.21	View chart
Lkq Corp Stock (LKQ)	1.2	$16M	-3%	298k	53.41	View chart
Ss&c Technologies Hldgs Stock (SSNC)	1.2	$16M		243k	64.37	View chart
Conagra Brands Stock (CAG)	1.2	$16M		528k	29.64	View chart
Starwood Ppty Tr Reit (STWD)	1.2	$15M	+4%	758k	20.33	View chart
Pfizer Stock (PFE)	1.2	$15M	+27%	551k	27.75	View chart
Concentrix Corp Stock (CNXC)	1.0	$14M		207k	66.22	View chart
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)	0.9	$12M	+2%	229k	50.45	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.8	$11M	+168%	47k	225.92	View chart
Newmont Corp Stock (NEM)	0.8	$11M	+30%	294k	35.84	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.6	$8.5M	-43%	84k	101.57	View chart
Global X Artificial Intelligence & Technology Etf Etf (AIQ)	0.6	$7.9M	+210%	232k	33.96	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.5	$6.6M	+968%	45k	147.73	View chart
Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	0.5	$6.1M		40k	154.93	View chart
Jpmorgan Chase & Co Stock (JPM)	0.5	$6.0M	-10%	30k	200.30	View chart
Merck & Co Stock (MRK)	0.4	$5.8M	-5%	44k	131.95	View chart
Caterpillar Stock (CAT)	0.4	$5.8M	-12%	16k	366.43	View chart
Qualcomm Stock (QCOM)	0.4	$5.7M	-2%	34k	169.30	View chart
Wisdomtree Europe Hedged Equity Fund Etf (HEDJ)	0.4	$5.7M	-9%	118k	48.30	View chart
Abbvie Stock (ABBV)	0.4	$5.6M	-5%	31k	182.10	View chart
Netapp Stock (NTAP)	0.4	$5.5M	-13%	52k	104.97	View chart
Home Depot Stock (HD)	0.4	$5.1M	-7%	13k	383.60	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.4	$5.0M	-5%	103k	49.19	View chart
Us Bancorp Del Stock (USB)	0.4	$5.0M	-8%	113k	44.70	View chart
Travelers Companies Stock (TRV)	0.4	$4.9M	-9%	21k	230.14	View chart
General Dynamics Corp Stock (GD)	0.4	$4.9M	-10%	17k	282.49	View chart
International Business Machs Stock (IBM)	0.4	$4.8M	-10%	25k	190.96	View chart
Wisdomtree Europe Quality Dividend Growth Fund Etf (EUDG)	0.4	$4.8M	-3%	146k	32.66	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.4	$4.7M	-3%	36k	131.24	View chart
Procter And Gamble Stock (PG)	0.4	$4.7M	-7%	29k	162.25	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.3	$4.4M	-2%	52k	84.44	View chart
American Elec Pwr Stock (AEP)	0.3	$4.3M	-6%	50k	86.10	View chart
State Str Corp Stock (STT)	0.3	$4.2M		55k	77.32	View chart
Eog Res Stock (EOG)	0.3	$4.2M	-2%	33k	127.84	View chart
General Mls Stock (GIS)	0.3	$4.2M	-4%	60k	69.97	View chart
Starbucks Corp Stock (SBUX)	0.3	$4.2M	NEW	46k	91.39	View chart
Ishares Core Msci Pacific Etf Etf (IPAC)	0.3	$4.1M	-4%	65k	63.31	View chart
Prudential Finl Stock (PRU)	0.3	$4.1M	-10%	35k	117.40	View chart
Coca Cola Stock (KO)	0.3	$4.1M	-2%	67k	61.18	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.3	$4.0M	+2%	27k	148.63	View chart
Msc Indl Direct Inc Cl A Stock (MSM)	0.3	$4.0M	-6%	42k	97.04	View chart
First Trust Cloud Computing Etf Etf (SKYY)	0.3	$4.0M	-9%	42k	95.60	View chart
Public Svc Enterprise Grp Stock (PEG)	0.3	$4.0M	-6%	60k	66.78	View chart
Mcdonalds Corp Stock (MCD)	0.3	$4.0M	-6%	14k	281.95	View chart
Pepsico Stock (PEP)	0.3	$4.0M	-7%	23k	175.01	View chart
At&t Stock (T)	0.3	$4.0M	-3%	226k	17.60	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$4.0M	-3%	8.7k	454.87	View chart
Kinder Morgan Inc Del Stock (KMI)	0.3	$4.0M	-6%	216k	18.34	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.3	$4.0M	-4%	91k	43.35	View chart
Vici Pptys Reit (VICI)	0.3	$3.9M	-3%	132k	29.79	View chart
Bristol-myers Squibb Stock (BMY)	0.3	$3.9M	+11%	72k	54.23	View chart
Realty Income Corp Reit (O)	0.3	$3.8M	-7%	71k	54.10	View chart
Texas Instrs Stock (TXN)	0.3	$3.8M	-7%	22k	174.21	View chart
Johnson & Johnson Stock (JNJ)	0.3	$3.7M	-80%	24k	158.19	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.3	$3.7M	-3%	16k	235.79	View chart
Gilead Sciences Stock (GILD)	0.3	$3.7M	-7%	50k	73.25	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.3	$3.6M	-3%	6.9k	525.73	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.3	$3.6M	+407%	43k	85.27	View chart
HP Stock (HPQ)	0.3	$3.5M	-6%	117k	30.22	View chart
Cummins Stock (CMI)	0.3	$3.5M	-28%	12k	294.65	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.3	$3.4M		58k	58.59	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.3	$3.4M	-8%	6.4k	523.07	View chart
Lyondellbasell Industries N V Shs - A - Stock (LYB)	0.2	$3.3M	-7%	32k	102.28	View chart
Vaneck Biotech Etf Etf (BBH)	0.2	$3.2M	+12%	19k	166.33	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.2	$3.2M	-19%	33k	97.94	View chart
First Trust Technology Alphadex Fund Etf (FXL)	0.2	$3.1M		23k	134.82	View chart
Robo Global Robotics & Automation Index Etf Etf (ROBO)	0.2	$3.0M		51k	58.64	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.2	$2.9M	-2%	19k	155.91	View chart
Price T Rowe Group Stock (TROW)	0.2	$2.8M	-7%	23k	121.92	View chart
Amazon Stock (AMZN)	0.2	$2.7M	+15%	15k	180.38	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$2.2M	-6%	30k	74.22	View chart
Goldman Sachs Activebeta U.s. Large Cap Equity Etf Etf (GSLC)	0.2	$2.1M	-3%	20k	103.79	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)	0.2	$2.1M	-3%	85k	24.81	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.2	$2.1M		8.0k	260.72	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$1.9M		25k	76.67	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.1	$1.9M		80k	23.85	View chart
Ishares Ibonds Dec 2024 Term Corporate Etf Etf (IBDP)	0.1	$1.9M	-4%	75k	25.05	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.1	$1.7M	+4%	71k	23.80	View chart
Nvidia Corporation Stock (NVDA)	0.1	$1.6M	+23%	1.8k	903.56	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$1.5M	-3%	20k	77.31	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$1.5M		36k	41.77	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$1.4M		2.6k	524.35	View chart
Eli Lilly & Co Stock (LLY)	0.1	$1.4M	+44%	1.7k	777.96	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$1.2M	-12%	5.9k	208.27	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.1	$1.2M	-6%	36k	32.23	View chart
Fidelity Total Bond Etf Etf (FBND)	0.1	$1.1M		25k	45.31	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.1	$1.1M	+23%	45k	24.90	View chart
Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.1	$981k	-9%	12k	82.97	View chart
Vaneck Ig Floating Rate Etf Etf (FLTR)	0.1	$944k	+2%	37k	25.51	View chart
Ishares Fallen Angels Usd Bond Etf Etf (FALN)	0.1	$778k	-6%	29k	26.86	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$777k	-4%	1.6k	480.60	View chart
Costco Whsl Corp Stock (COST)	0.1	$760k	+7%	1.0k	732.63	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$739k	-58%	2.2k	337.05	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$732k	-7%	9.1k	80.63	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.1	$717k	-4%	8.9k	80.51	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$695k	-5%	4.6k	152.27	View chart
Invesco Fundamental High Yield Corporate Bond Etf Etf (PHB)	0.1	$680k	-7%	38k	18.13	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$678k	+3%	1.5k	444.01	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.1	$675k	+10%	6.6k	102.76	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.0	$627k	+4%	11k	58.07	View chart
Arista Networks Stock (ANET)	0.0	$604k	+51%	2.1k	289.98	View chart
Synopsys Stock (SNPS)	0.0	$573k	+53%	1.0k	571.50	View chart
Unitedhealth Group Stock (UNH)	0.0	$568k	+8%	1.1k	494.71	View chart
Microchip Technology Stock (MCHP)	0.0	$559k	-97%	6.2k	89.71	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$552k	+45%	190.00	2906.77	View chart
Visa Inc Com Cl A Stock (V)	0.0	$544k	+39%	1.9k	279.08	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$533k		1.5k	344.20	View chart
Adobe Stock (ADBE)	0.0	$499k	+41%	988.00	504.60	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$491k		12k	42.12	View chart
Applied Matls Stock (AMAT)	0.0	$487k	-4%	2.4k	206.23	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.0	$468k	NEW	21k	22.82	View chart
Valley Natl Bancorp Stock (VLY)	0.0	$464k	-3%	58k	7.96	View chart
Kla Corp Stock (KLAC)	0.0	$463k	+11%	663.00	698.57	View chart
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH)	0.0	$455k	+12%	3.1k	148.44	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.0	$425k	+2%	3.7k	115.79	View chart
Abbott Labs Stock (ABT)	0.0	$424k	-2%	3.7k	113.66	View chart
Invesco Variable Rate Preferred Etf Etf (VRP)	0.0	$414k	-12%	17k	23.77	View chart
Lpl Finl Hldgs Stock (LPLA)	0.0	$413k	+16%	1.6k	264.20	View chart
Sherwin Williams Stock (SHW)	0.0	$406k	+17%	1.2k	347.33	View chart
Oreilly Automotive Stock (ORLY)	0.0	$402k	+16%	356.00	1128.88	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$395k	+9%	2.3k	169.21	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.0	$394k		2.1k	183.89	View chart
Tjx Cos Stock (TJX)	0.0	$393k	+18%	3.9k	101.42	View chart
Cdw Corp Stock (CDW)	0.0	$393k	+4%	1.5k	255.78	View chart
Graco Stock (GGG)	0.0	$392k	+18%	4.2k	93.46	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$391k		672.00	581.21	View chart
Hca Healthcare Stock (HCA)	0.0	$390k	+19%	1.2k	333.53	View chart
Fair Isaac Corp Stock (FICO)	0.0	$389k	-6%	311.00	1249.61	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$388k	NEW	799.00	485.58	View chart
Fortinet Stock (FTNT)	0.0	$382k	+18%	5.6k	68.31	View chart
Deere & Co Stock (DE)	0.0	$379k	+17%	923.00	410.74	View chart
Servicenow Stock (NOW)	0.0	$370k	NEW	485.00	762.40	View chart
Hershey Stock (HSY)	0.0	$366k	+64%	1.9k	194.53	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.0	$358k	-33%	851.00	420.52	View chart
Ulta Beauty Stock (ULTA)	0.0	$354k	+18%	676.00	522.88	View chart
Automatic Data Processing Stock (ADP)	0.0	$344k	+22%	1.4k	249.74	View chart
Landstar Sys Stock (LSTR)	0.0	$339k	+22%	1.8k	192.76	View chart
Danaher Corporation Stock (DHR)	0.0	$316k	+28%	1.3k	249.72	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$312k	+20%	935.00	333.72	View chart
Intel Corp Stock (INTC)	0.0	$311k		7.1k	44.17	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$274k	+10%	1.3k	210.30	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$268k	+39%	1.4k	186.81	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.0	$262k	-4%	3.2k	81.66	View chart
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.0	$245k		9.7k	25.28	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.0	$218k	-7%	2.3k	94.41	View chart
Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)	0.0	$211k	-9%	8.4k	25.22	View chart
Walmart Stock (WMT)	0.0	$196k	+199%	3.2k	60.18	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.0	$169k	-2%	4.7k	35.84	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$168k	-6%	2.3k	72.63	View chart
Shopify Inc Cl A Stock (SHOP)	0.0	$166k		2.2k	77.17	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.0	$162k	-34%	1.5k	104.73	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.0	$160k		1.3k	125.96	View chart
Pimco Short Term Municipal Bond Active Exchange-traded Fund Pimco Short Ter Etf (SMMU)	0.0	$159k		3.2k	49.90	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$145k		1.2k	123.18	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.0	$124k	+41%	1.6k	76.36	View chart
Materials Select Sector Spdr Fund Etf (XLB)	0.0	$117k		1.3k	92.89	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$105k		900.00	116.24	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$104k	-91%	861.00	120.99	View chart
Eaton Corp Stock (ETN)	0.0	$100k	-38%	320.00	312.68	View chart
Booking Holdings Stock (BKNG)	0.0	$98k		27.00	3627.89	View chart
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM)	0.0	$98k		2.1k	47.44	View chart
Prologis Reit (PLD)	0.0	$96k		736.00	130.22	View chart
Ishares U.s. Energy Etf Etf (IYE)	0.0	$81k		1.6k	49.40	View chart
Sempra Stock (SRE)	0.0	$78k		1.1k	71.83	View chart
Spdr Gold Shares Etf (GLD)	0.0	$77k	-78%	372.00	205.67	View chart
Boeing Stock (BA)	0.0	$75k		388.00	192.99	View chart
Apple Hospitality Reit Reit (APLE)	0.0	$70k		4.3k	16.38	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$70k		438.00	158.81	View chart
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)	0.0	$69k		2.4k	28.92	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$66k	-4%	1.3k	51.27	View chart
Ishares U.s. Pharmaceuticals Etf Etf (IHE)	0.0	$61k	+200%	900.00	67.90	View chart
Aflac Stock (AFL)	0.0	$61k	-48%	705.00	85.86	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.0	$58k	+32%	883.00	65.65	View chart
Bank America Corp Stock (BAC)	0.0	$57k		1.5k	37.92	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$54k		1.1k	50.60	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$52k		482.00	107.60	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$51k	NEW	641.00	79.86	View chart
Astrazeneca Adr (AZN)	0.0	$51k		750.00	67.75	View chart
Allstate Corp Stock (ALL)	0.0	$49k		283.00	173.01	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$49k	-64%	272.00	179.11	View chart
Fiserv Stock (FI)	0.0	$46k	-55%	285.00	159.82	View chart
Emerson Elec Stock (EMR)	0.0	$45k		400.00	113.42	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$45k		245.00	182.61	View chart
Blackrock Short Maturity Municipal Bond Etf Etf (MEAR)	0.0	$42k		846.00	50.12	View chart
Vaneck Short Muni Etf Etf (SMB)	0.0	$41k		2.4k	17.02	View chart
Disney Walt Stock (DIS)	0.0	$40k	-38%	325.00	122.36	View chart
Ishares Msci Usa Esg Select Etf Etf (SUSA)	0.0	$38k		350.00	109.17	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$36k		143.00	250.04	View chart
Calamos Dynamic Conv & Income Cef (CCD)	0.0	$33k		1.5k	21.80	View chart
Conocophillips Stock (COP)	0.0	$32k		250.00	127.28	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$32k		614.00	51.60	View chart
Real Estate Select Sector Spdr Fund Etf (XLRE)	0.0	$30k	+4%	750.00	39.53	View chart
Fedex Corp Stock (FDX)	0.0	$29k		100.00	289.74	View chart
Novo-nordisk A S Adr (NVO)	0.0	$29k		224.00	128.40	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$29k	-24%	110.00	259.90	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$27k		100.00	271.76	View chart
Kraft Heinz Stock (KHC)	0.0	$27k		733.00	36.90	View chart
Lowes Cos Stock (LOW)	0.0	$27k		105.00	254.73	View chart
American Express Stock (AXP)	0.0	$24k		105.00	227.69	View chart
Masco Corp Stock (MAS)	0.0	$24k		300.00	78.88	View chart
Gabelli Divid & Income Tr Cef (GDV)	0.0	$23k		1.0k	22.98	View chart
Stanley Black & Decker Stock (SWK)	0.0	$22k		225.00	97.93	View chart
3M Stock (MMM)	0.0	$21k		200.00	106.07	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$21k		226.00	92.72	View chart
Ishares U.s. Real Estate Etf Etf (IYR)	0.0	$21k	+1000%	231.00	89.90	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.0	$20k		262.00	75.40	View chart
Blackrock Short Duration Bond Etf Etf (NEAR)	0.0	$18k		359.00	50.46	View chart
Spdr Doubleline Total Return Tactical Etf Etf (TOTL)	0.0	$18k		447.00	40.05	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$18k		219.00	81.43	View chart
Altria Group Stock (MO)	0.0	$18k		407.00	43.62	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$17k		90.00	191.81	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$17k	-15%	209.00	81.78	View chart
Spdr S&p Regional Banking Etf Etf (KRE)	0.0	$16k	+14%	326.00	50.27	View chart
Phillips 66 Stock (PSX)	0.0	$16k	-42%	100.00	163.34	View chart
Vaneck Intermediate Muni Etf Etf (ITM)	0.0	$15k		327.00	46.51	View chart
Ishares Mbs Etf Etf (MBB)	0.0	$14k	+133%	152.00	92.42	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$13k	-86%	216.00	61.05	View chart
Yum Brands Stock (YUM)	0.0	$11k		80.00	138.65	View chart
Broadridge Finl Solutions Stock (BR)	0.0	$11k		52.00	204.87	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.0	$10k		87.00	119.51	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.0	$9.4k		206.00	45.61	View chart
Colgate Palmolive Stock (CL)	0.0	$9.0k		100.00	90.05	View chart
Sony Group Corp Adr (SONY)	0.0	$8.6k		100.00	85.74	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$8.4k		962.00	8.73	View chart
Pembina Pipeline Corp Stock (PBA)	0.0	$7.5k		212.00	35.34	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.0	$6.7k	+7000%	71.00	95.00	View chart
Mercadolibre Stock (MELI)	0.0	$6.0k		4.00	1512.00	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$6.0k	-40%	24.00	249.88	View chart
Advance Auto Parts Stock (AAP)	0.0	$5.8k		68.00	85.09	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$5.1k		39.00	131.92	View chart
Nuveen New York Amt Qlt Municp Cef (NRK)	0.0	$5.0k		457.00	10.87	View chart
Veeva Sys Inc Cl A Stock (VEEV)	0.0	$4.6k		20.00	231.70	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$4.3k	-93%	9.00	481.56	View chart
Masimo Corp Stock (MASI)	0.0	$3.8k		26.00	146.85	View chart
Kenvue Stock (KVUE)	0.0	$3.8k		176.00	21.46	View chart
Ford Mtr Co Del Stock (F)	0.0	$3.3k		250.00	13.28	View chart
Dupont De Nemours Stock (DD)	0.0	$3.3k		43.00	76.67	View chart
Yum China Hldgs Stock (YUMC)	0.0	$3.2k		80.00	39.79	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	0.0	$2.6k		30.00	87.43	View chart
Tractor Supply Stock (TSCO)	0.0	$2.6k		10.00	261.70	View chart
Dow Stock (DOW)	0.0	$2.5k		43.00	57.93	View chart
Corteva Stock (CTVA)	0.0	$2.5k		43.00	57.67	View chart
Advanced Micro Devices Stock (AMD)	0.0	$1.8k		10.00	180.50	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.0	$1.5k		20.00	76.80	View chart
Wells Fargo Stock (WFC)	0.0	$1.5k		26.00	57.96	View chart
Haleon Plc Spon Ads Adr (HLN)	0.0	$1.5k		175.00	8.49	View chart
C3 Ai Inc Cl A Stock (AI)	0.0	$1.4k		50.00	27.08	View chart
Jd.com Inc Spon Adr Cl A Adr (JD)	0.0	$1.2k		44.00	27.39	View chart
Dubuque Capital	0.0	$1.0k		100k	0.01	View chart
Match Group Stock (MTCH)	0.0	$834.000700		23.00	36.26	View chart
Veralto Corp Stock (VLTO)	0.0	$798.000300		9.00	88.67	View chart
Teradata Corp Del Stock (TDC)	0.0	$696.000600		18.00	38.67	View chart
iShares IBoxx $ Invest Grade Corp Bd (LQD)	0.0	$654.000000	-85%	6.00	109.00	View chart
Chemours Stock (CC)	0.0	$525.000000		20.00	26.25	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.0	$451.000000		8.00	56.38	View chart
Kyndryl Hldgs Stock (KD)	0.0	$435.000000		20.00	21.75	View chart
First Trust Indxx Innovative Transaction & Process Etf Etf (LEGR)	0.0	$387.000000		9.00	43.00	View chart
First Trust Indxx Nextg Etf Etf (NXTG)	0.0	$317.000000		4.00	79.25	View chart
First Trust Nasdaq Artificial Intelligence & Robotics Etf Etf (ROBT)	0.0	$271.000200		6.00	45.17	View chart
Spdr S&p Kensho New Economies Composite Etf Etf (KOMP)	0.0	$240.000000		5.00	48.00	View chart
Ncr Voyix Corporation Stock (VYX)	0.0	$226.999800		18.00	12.61	View chart
Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS)	0.0	$216.000000		5.00	43.20	View chart
First Trust Nasdaq Clean Edge Green Energy Index Fund Etf (QCLN)	0.0	$208.000200		6.00	34.67	View chart
Ncr Atleos Corporation Stock (NATL)	0.0	$178.000200		9.00	19.78	View chart
Codexis Stock (CDXS)	0.0	$175.000000		50.00	3.50	View chart
Trinity Inds Stock (TRN)	0.0	$157.999800		6.00	26.33	View chart
Zoom Video Communications Inc Cl A Stock (ZM)	0.0	$131.000000		2.00	65.50	View chart
Global X U.s. Preferred Etf Etf (PFFD)	0.0	$124.000200		6.00	20.67	View chart
Lions Gate Entmnt Corp Cl B Non Vtg Stock (LGF.B)	0.0	$101.999700		11.00	9.27	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$96.000000		1.00	96.00	View chart
Ingredion Stock (INGR)	0.0	$95.000000		1.00	95.00	View chart
Celanese Corp Del Stock (CE)	0.0	$86.000000		1.00	86.00	View chart
Western Digital Corp Stock (WDC)	0.0	$58.000000		1.00	58.00	View chart
On Semiconductor Corp Stock (ON)	0.0	$52.000000		1.00	52.00	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$39.000000	NEW	1.00	39.00	View chart
Lumen Technologies Stock (LUMN)	0.0	$29.999100		19.00	1.58	View chart
Hanesbrands Stock (HBI)	0.0	$23.000000		4.00	5.75	View chart
Global X Superdividend Us Etf Etf (DIV)	0.0	$12.000000		1.00	12.00	View chart
Energous Corp Stock (WATT)	0.0	$10.000000		5.00	2.00	View chart
Sirius Xm Holdings Stock (SIRI)	0.0	$3.000000		1.00	3.00	View chart
Rpm Intl Stock (RPM)	0.0	$0		0	0.00	View chart
Las Vegas Sands Corp Stock (LVS)	0.0	$0		0	0.00	View chart
Micron Technology Stock (MU)	0.0	$0		0	0.00	View chart
Prosperity Bancshares Stock (PB)	0.0	$0		0	0.00	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$0		0	0.00	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$0	NEW	0	0.00	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$0	NEW	0	0.00	View chart
Global X Lithium & Battery Tech Etf Etf (LIT)	0.0	$0		0	0.00	View chart
Crispr Therapeutics Ag Namen Akt Stock (CRSP)	0.0	$0		0	0.00	View chart
Zscaler Stock (ZS)	0.0	$0		0	0.00	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$0		0	0.00	View chart

Past Filings by Valley Wealth Managers

SEC 13F filings are viewable for Valley Wealth Managers going back to 2011

Valley Wealth Managers 2024 Q1 filed May 3, 2024
Valley Wealth Managers 2023 Q4 filed Feb. 7, 2024
Valley Wealth Managers 2023 Q3 filed Nov. 9, 2023
Hallmark Capital Management 2023 Q2 filed July 28, 2023
Hallmark Capital Management 2023 Q1 filed May 3, 2023
Hallmark Capital Management 2022 Q4 filed Feb. 1, 2023
Hallmark Capital Management 2022 Q2 amended filed Nov. 16, 2022
Hallmark Capital Management 2022 Q2 restated filed Nov. 16, 2022
Hallmark Capital Management 2022 Q2 restated filed Nov. 16, 2022
Hallmark Capital Management 2022 Q3 filed Nov. 9, 2022
Hallmark Capital Management 2022 Q2 filed Aug. 1, 2022
Hallmark Capital Management 2022 Q1 filed May 2, 2022
Hallmark Capital Management 2021 Q4 filed Feb. 2, 2022
Hallmark Capital Management 2021 Q3 filed Nov. 1, 2021
Hallmark Capital Management 2021 Q2 filed Aug. 3, 2021
Hallmark Capital Management 2021 Q1 filed April 22, 2021

View all past filings

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