Valley Financial Group, Inc. Portfolio Holdings

Valley Financial Group, Inc.

  • $143 Billion
  • Q3 2024

Valley Financial Group, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $143 Billion distributed in 56 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 $24.8B, Morgan Stanley ETF Trust with a value of $14.9B, Vanguard Ftse All World Ex Us with a value of $12.7B, Ea Series Trust with a value of $9.53B, and Ea Ser Tr Alpha Architect U S with a value of $8.45B.

Examining the 13F form we can see an increase of $7.07B in the current position value, from $136B to 143B.

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.

Portfolio value $143 Billion
ETFs: $101 Billion
Communication Services: $2.59 Billion
Technology: $2.04 Billion
Financial Services: $799 Million
Healthcare: $658 Million
Consumer Cyclical: $338 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.67T
$1.46 Billion 1.02% of portfolio
6,286
Q3 2024 Added 0.02%
$3.11T
$574 Million 0.4% of portfolio
1,334
Q3 2024 Reduced 5.32%
$245B
$391 Million 0.27% of portfolio
3,445
Q3 2024 Reduced 0.43%
$2.08T
$338 Million 0.24% of portfolio
1,812
Q3 2024 Reduced 7.27%
$1.26T
$329 Million 0.23% of portfolio
574
Q3 2024 Reduced 10.31%

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $143 Billion
  • Prior Value $136 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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