Valley Financial Group, Inc. Portfolio Holdings by Sector
Valley Financial Group, Inc.
- $176 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV VEU QVAL QMOM IMOM IVAL VGSH VCSH 41 stocks |
$119 Million
90.31% of portfolio
|
  20  
|
  21  
|
  3  
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4.96 Million
3.76% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T 2 stocks |
$2.74 Million
2.07% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.2 Million
0.9% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR 2 stocks |
$1.09 Million
0.82% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$716,215
0.54% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BHK BX PHK 3 stocks |
$577,191
0.44% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$477,633
0.36% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$359,541
0.27% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS 1 stocks |
$248,296
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
PFE 1 stocks |
$227,129
0.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA 1 stocks |
$215,398
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|