Valpey Financial Services, LLC New Holdings in Q2 2025

Valpey Financial Services, LLC

Stock	Shares change	Price Range	Shares Held
JPM Jpmorgan Chase & CO Financial Services	1.62K New	$210.28 - $289.91 $341K - $470K	1.62K $470M
AAPL Apple Inc. Technology	2.28K New	$172.42 - $223.89 $393K - $511K	2.28K $468M
IXUS Ishares Tr ETFs	5.93K New	$62.37 - $77.63 $370K - $460K	5.93K $458M
ILCG Ishares Morningstar Growth ETF	4.58K New	N/A	4.58K $444M
GIGB Goldman Sachs ETF Access Invt	9.49K New	N/A	9.49K $437M
SPSM Spdr Portfolio S&P 600 Small C ETFs	10.1K New	$35.35 - $42.68 $357K - $431K	10.1K $430M
XOM Exxon Mobil Corp Energy	3.97K New	$99.93 - $119.04 $397K - $473K	3.97K $428M
AOR Ishares Tr Core Growth Allocat ETFs	6.57K New	$53.36 - $61.57 $350K - $404K	6.57K $404M
AOK Ishares Tr Core Conservative A ETFs	9.64K New	$36.09 - $39.07 $348K - $377K	9.64K $377M
SPLV Invesco ETF Tr Ii S&P 500 Low ETFs	4.91K New	$68.13 - $74.77 $334K - $367K	4.91K $357M
VCIT Vanguard Intermediate Term Cor ETFs	4.08K New	$79.56 - $82.92 $325K - $338K	4.08K $338M
IWF Ishares Russell 1000 Gr ETF ETFs	795 New	$320.42 - $424.58 $255K - $338K	795 $338M
FLRN Spdr Bloomberg Investment Grad ETFs	9.57K New	$30.29 - $30.83 $290K - $295K	9.57K $295M
VTI Vanguard Total Stock Market Et ETFs	929 New	$243.75 - $303.93 $226K - $282K	929 $282M
HON Honeywell International Inc Industrials	1.07K New	$182.86 - $232.88 $196K - $249K	1.07K $249M
AOA Ishares Tr Core Aggressive All ETFs	2.8K New	$69.46 - $83.4 $194K - $233K	2.8K $233M
BIV Vanguard Bd Index Fd Inc Inter ETFs	2.9K New	$75.05 - $77.34 $217K - $224K	2.9K $224M

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