Valley Financial Group, Inc. Reduced Holdings in Q1 2025

Valley Financial Group, Inc.

  • $151 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-1.13K
- 6.59%
$271.18 - $303.12 $308K - $344K
16.1K $4.42B
AAPL
Apple Inc.

Technology
-1.14K
- 18.03%
$209.68 - $247.1 $239K - $281K
5.18K $1.15B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-308
- 7.69%
$468.34 - $539.52 $144K - $166K
3.7K $1.73B
HIDE
Ea Ser Tr Alpha Architect High
-14.1K
- 7.75%
N/A
168K $3.84B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-300
- 1.96%
$102.49 - $119.96 $30.7K - $36K
15K $1.57B
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
-953
- 8.63%
N/A
10.1K $1.07B
MSFT
Microsoft Corp

Technology
-39
- 2.9%
$375.39 - $447.2 $14.6K - $17.4K
1.31K $491M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-996
- 5.39%
$76.94 - $78.28 $76.6K - $78K
17.5K $1.37B
AMZN
Amazon Com Inc

Consumer Cyclical
-26
- 1.6%
$190.26 - $242.06 $4.95K - $6.29K
1.6K $303M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-601
- 7.41%
$46.77 - $52.97 $28.1K - $31.8K
7.51K $353M
AOK
Ishares Tr Core Conservative A

ETFs
-1.18K
- 8.46%
$36.86 - $38.15 $43.5K - $45.1K
12.8K $481M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.85K
- 7.55%
$58.01 - $64.46 $107K - $119K
22.7K $1.41B
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-199
- 3.64%
N/A
5.26K $224M
BHK
Blackrock Core Bond Trust

Financial Services
-3.94K
- 11.87%
$10.15 - $10.86 $40K - $42.8K
29.3K $318M
VUG
Vanguard Growth ETF

ETFs
-3
- 0.49%
$369.1 - $427.61 $1.11K - $1.28K
609 $226M
MRK
Merck & Co., Inc.

Healthcare
-20
- 0.84%
$83.01 - $101.02 $1.66K - $2.02K
2.37K $213M
META
Meta Platforms, Inc.

Communication Services
-27
- 4.59%
$576.36 - $736.67 $15.6K - $19.9K
561 $323M
PFE
Pfizer Inc

Healthcare
-309
- 3.36%
$25.01 - $27.13 $7.73K - $8.38K
8.88K $225M
FSK
Fs Kkr Capital Corp

Financial Services
-209
- 1.54%
$20.47 - $24.06 $4.28K - $5.03K
13.4K $281M
VNQ
Vanguard Specialized Funds Van

ETFs
-247
- 2.07%
$85.55 - $94.34 $21.1K - $23.3K
11.7K $1.06B
NEAR
Blackrock Short Maturity Bond

ETFs
-167
- 1.48%
$50.4 - $50.89 $8.42K - $8.5K
11.1K $566M
EEMV
Ishares Msci Emerging Markets

ETFs
-86
- 1.91%
$57.07 - $59.29 $4.91K - $5.1K
4.42K $258M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-110
- 3.04%
$71.17 - $73.66 $7.83K - $8.1K
3.51K $258M
VTV
Vanguard Value ETF

ETFs
-31
- 2.15%
$167.73 - $179.21 $5.2K - $5.56K
1.41K $244M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-457
- 1.71%
$44.41 - $45.98 $20.3K - $21K
26.2K $1.2B
VFH
Vanguard Financial ETF

ETFs
-22
- 1.07%
$114.07 - $127.34 $2.51K - $2.8K
2.03K $242M
SCHO
Schwab Short Term Us Treasury

ETFs
-1.07K
- 1.07%
$24.1 - $24.34 $25.8K - $26.1K
99.3K $2.42B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-313
- 0.8%
$77.7 - $78.94 $24.3K - $24.7K
38.8K $3.07B
VGSH
Vanguard

ETFs
-362
- 0.5%
$58.07 - $58.69 $21K - $21.2K
72.7K $4.27B
GLD
Spdr Gold Trust

ETFs
-614
- 11.94%
$243.19 - $288.14 $149K - $177K
4.53K $1.3B
T
At&T Inc.

Communication Services
-893
- 4.79%
$21.56 - $28.28 $19.3K - $25.3K
17.8K $502M
Activity Summary
Buys All Purchases 23 New Holdings 1 Increased Positions 22 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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