VALLEY WEALTH MANAGERS, INC.

Q4 2023 13F Detailed Holdings

Location
Paramus, NJ
Holdings as of
12/31/2023
Value ($000)
$1,282,379
Num holdings
480
Date filed
2/7/2024
Form type
13F-HR
Prev filing
11/9/2023
Next filing
5/3/2024
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Valley National Bank 028-22712