Valley Financial Group, Inc. Incresed Positions in Q3 2025

Valley Financial Group, Inc.

  • $176 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
982
+ 1.96%
$620.67 - $670.08 $609K - $658K
51.1K $34.2B
VEU
Vanguard Ftse All World Ex Us

ETFs
6.55K
+ 2.7%
$66.38 - $71.68 $435K - $470K
249K $17.8B
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
8.29K
+ 3.76%
$42.62 - $46.98 $353K - $389K
229K $10.7B
Ea Series Trust
7.97K
+ 5.89%
N/A
143K $12.8B
Morgan Stanley ETF Trust
14.6K
+ 4.22%
N/A
361K $18.3B
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
5.6K
+ 2.47%
$27.26 - $30.88 $153K - $173K
232K $7B
IMOM
Ea Ser Tr Alpha Architect Intl

ETFs
2.35K
+ 1.24%
$32.63 - $36.64 $76.6K - $86K
191K $7B
Morgan Stanley ETF Trust
7.2K
+ 5.48%
N/A
139K $7.13B
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
6.42K
+ 4.4%
$61.99 - $65.47 $398K - $420K
152K $9.82B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
2.21K
+ 23.72%
$50.73 - $52.47 $112K - $116K
11.5K $603M
PLTR
Palantir Technologies Inc.

Technology
1
+ 0.05%
$130.68 - $186.97 $131 - $187
2.18K $397M
EFA
Ishares Tr Msci Eafe ETF

ETFs
892
+ 22.61%
$87.29 - $93.61 $77.9K - $83.5K
4.84K $452M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
250
+ 1.44%
$42.67 - $46.91 $10.7K - $11.7K
17.6K $826M
VZ
Verizon Communications Inc

Communication Services
807
+ 1.63%
$40.84 - $45.06 $33K - $36.4K
50.2K $2.21B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.25K
+ 28.12%
$48.5 - $50.19 $60.7K - $62.8K
5.7K $285M
Vanguard Wellington Fd
543
+ 24.65%
N/A
2.75K $280M
MSFT
Microsoft Corp

Technology
23
+ 1.76%
$491.09 - $535.64 $11.3K - $12.3K
1.33K $689M
Bitwise Bitcoin ETF Tr
371
+ 9.12%
N/A
4.44K $276M
BND
Vanguard Bd Index Fd Inc Total

ETFs
352
+ 10.3%
$72.57 - $74.72 $25.5K - $26.3K
3.77K $280M
VB
Vanguard Small Cap ETF

ETFs
9
+ 0.61%
$237.58 - $259.17 $2.14K - $2.33K
1.49K $378M
FDLO
Fidelity Covington Tr Low Vola

ETFs
106
+ 1.91%
$62.44 - $65.87 $6.62K - $6.98K
5.66K $373M
AMZN
Amazon Com Inc

Consumer Cyclical
106
+ 6.92%
$211.65 - $238.24 $22.4K - $25.3K
1.64K $360M
FSCO
Fs Cr Opportunities Corp Com
4.08K
+ 25.04%
N/A
20.4K $141M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
246
+ 1.88%
$49.05 - $49.99 $12.1K - $12.3K
13.3K $663M
T
At&T Inc.

Communication Services
1.05K
+ 5.95%
$26.94 - $29.62 $28.4K - $31.2K
18.8K $530M
PFE
Pfizer Inc

Healthcare
49
+ 0.55%
$23.29 - $25.88 $1.14K - $1.27K
8.91K $227M
META
Meta Platforms, Inc.

Communication Services
18
+ 3.2%
$695.21 - $791.73 $12.5K - $14.3K
580 $426M
SCHO
Schwab Short Term Us Treasury

ETFs
178
+ 0.16%
$24.23 - $24.42 $4.31K - $4.35K
112K $2.74B
NEAR
Blackrock Short Maturity Bond

ETFs
14
+ 0.13%
$50.8 - $51.32 $711 - $718
11.1K $571M
Activity Summary
Buys All Purchases 36 New Holdings 6 Increased Positions 30 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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