Portfolio (Quarterly)
Guide ↗
VALLEY WEALTH MANAGERS, INC.
· CIK 0000924166| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | PHM | PULTE GROUP INC COM | Consumer Cyclical | 1 | $64.0 | — | SOLD |
| 62 | CRI | CARTERS INC COM | Consumer Cyclical | 1 | $23.0 | — | SOLD |
| 63 | — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 K | — | 22 | $20.0 | — | SOLD |
| 64 | LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | — | — | $19.0 | — | SOLD |
| 65 | DIV | GLOBAL X SUPERDIVIDEND US ETF | — | 1 | $12.0 | — | SOLD |
| 66 | — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 A | — | 22 | $11.0 | — | SOLD |
| 67 | — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 Z | — | 22 | $9.0 | — | SOLD |
Sector Allocation
Technology
29.6%
Financial Services
13.4%
Communication Services
11.3%
Consumer Cyclical
10.5%
Healthcare
10.1%
Industrials
8.6%
Energy
5.3%
Consumer Defensive
5.1%
Real Estate
2.7%
Basic Materials
2.6%