Valley Financial Group, Inc. Portfolio Holdings
Valley Financial Group, Inc.
- $136 Billion
- Q2 2024
Valley Financial Group, Inc. has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $136 Billion distributed in 58 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 $23.4B, Morgan Stanley ETF Trust with a value of $13.5B, Vanguard Ftse All World Ex Us with a value of $12.7B, Schwab Short Term Us Treasury with a value of $11.5B, and Ea Ser Tr Alpha Architect U S with a value of $7.43B.
Examining the 13F form we can see an increase of $4.62B in the current position value, from $131B to 136B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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