Valley Financial Management, Inc. Portfolio Holdings

Valley Financial Management, Inc.

  • $193 Billion
  • Q2 2023

Valley Financial Management, Inc. has filed its 13F form on August 14, 2023 for Q2 2023 where it was disclosed a total value porftolio of $193 Billion distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Russell 1000 Growth E with a value of $20.5B, Vaneck Morningstar Wide Moat E with a value of $16B, Wisdomtree Tr with a value of $13.3B, Wisdomtree Europe Hedged Equit with a value of $10.9B, and Vanguard Value ETF with a value of $10.3B.

Examining the 13F form we can see an increase of $31.4B in the current position value, from $162B to 193B.

Valley Financial Management, Inc. is based out at New York, NY

Below you can find more details about Valley Financial Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $193 Billion
ETFs: $193 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $193 Billion
  • Prior Value $162 Billion
  • Filing
  • Period Q2 2023
  • Filing Date August 14, 2023
  • Form Type 13F-HR
  • Activity in Q2 2023
  • New Purchases 6 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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