Valley Financial Management, Inc. Portfolio Holdings by Sector
Valley Financial Management, Inc.
- $193 Billion
- Q2 2023
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VONG MOAT EUDG HEDJ VTV SOXX AGG PPA 42 stocks |
$193 Million
100.0% of portfolio
|
28
|
11
|
6
|
- |
0
Calls
0
Puts
|