Valley Financial Group, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $144 Billion distributed in 59 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $25.9B, Morgan Stanley ETF Trust with a value of $15.6B, Vanguard Ftse All World Ex Us with a value of $12.1B, Ea Series Trust with a value of $10.2B, and Ea Ser Tr Alpha Architect U S with a value of $8.5B.
Examining the 13F form we can see an increase of $658M in the current position value, from $143B to 144B.
Valley Financial Group, Inc. is based out at Ambler, PA
Below you can find more details about Valley Financial Group, Inc. portfolio as well as his latest detailed transactions.
