Valley Financial Group, Inc. Portfolio Holdings by Sector
Valley Financial Group, Inc.
- $151 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV VEU QVAL QMOM IVAL IMOM VGSH VCSH 39 stocks |
$99.6 Million
90.41% of portfolio
|
  17  
|
  21  
|
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4.42 Million
4.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ T 2 stocks |
$2.77 Million
2.51% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.15 Million
1.04% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
BHK FSK PHK 3 stocks |
$677,794
0.62% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$490,635
0.45% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
PFE MRK 2 stocks |
$437,590
0.4% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$323,340
0.29% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$303,465
0.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|