The Analysis of Valley Financial Group, Inc.'s Holdings
Currently, Valley Financial Group, Inc. holds 65 types of securities in its portfolio with a total value $176.4M. In the most recent quarter, they have increased their positions in CVSB (+14.6K shares, valued at $740.1K), CAOS (+8.0K shares, valued at $713.8K), IVV (+982 shares, valued at $657.2K); decreased their positions in VGSH (-5.2K shares, valued at $308.4K), BSV (-2.3K shares, valued at $184.7K), VCSH (-2.2K shares, valued at $175.7K); initiated new positions in NVDA (+2.6K shares, valued at $477.6K), GOOGL (+1.2K shares, valued at $290.3K), SSO (+2.2K shares, valued at $244.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR51.1K shares1.96%2025-09-302025-11-14
CVSB MORGAN STANLEY ETF TRUST360.8K shares4.22%2025-09-302025-11-14 VEU VANGUARD INTL EQUITY INDEX F248.7K shares2.70%2025-09-302025-11-14 CAOS EA SERIES TRUST143.4K shares5.89%2025-09-302025-11-14 QVAL EA SERIES TRUST228.6K shares3.76%2025-09-302025-11-14 QMOM EA SERIES TRUST152.4K shares4.40%2025-09-302025-11-14 EVTR MORGAN STANLEY ETF TRUST138.5K shares5.48%2025-09-302025-11-14 IMOM EA SERIES TRUST191.1K shares1.24%2025-09-302025-11-14 IVAL EA SERIES TRUST232.1K shares2.47%2025-09-302025-11-14 VTI VANGUARD INDEX FDS15.1K shares-2.38%2025-09-302025-11-14 VGSH VANGUARD SCOTTSDALE FDS67.3K shares-7.22%2025-09-302025-11-14 HIDE EA SERIES TRUST162.7K shares-0.69%2025-09-302025-11-14 VCSH VANGUARD SCOTTSDALE FDS37.0K shares-5.61%2025-09-302025-11-14 SCHO SCHWAB STRATEGIC TR112.3K shares0.16%2025-09-302025-11-14 VZ VERIZON COMMUNICATIONS INC50.2K shares1.63%2025-09-302025-11-14 QQQ INVESCO QQQ TR3.4K shares-6.85%2025-09-302025-11-14 IJR ISHARES TR16.1K shares-0.41%2025-09-302025-11-14 VXUS VANGUARD STAR FDS23.2K shares-2.52%2025-09-302025-11-14 BOXX EA SERIES TRUST13.6K shares-8.52%2025-09-302025-11-14 VOO VANGUARD INDEX FDS2.5K shares-0.96%2025-09-302025-11-14 GLD SPDR GOLD TR4.2K shares-7.10%2025-09-302025-11-14 FBND FIDELITY MERRIMACK STR TR29.1K shares-1.55%2025-09-302025-11-14 AAPL APPLE INC4.7K shares-1.39%2025-09-302025-11-14 BSV VANGUARD BD INDEX FDS14.8K shares-13.65%2025-09-302025-11-14 VNQ VANGUARD INDEX FDS11.9K shares-0.09%2025-09-302025-11-14 SPY SPDR S&P 500 ETF TR1.4K shares6.28%2025-09-302025-11-14 TBLL INVESCO EXCH TRADED FD TR II8.6K shares-15.10%2025-09-302025-11-14 SCHD SCHWAB STRATEGIC TR32.8K shares-5.73%2025-09-302025-11-14 SPEM SPDR INDEX SHS FDS17.6K shares1.44%2025-09-302025-11-14 MSFT MICROSOFT CORP1.3K shares1.76%2025-09-302025-11-14 LMBS FIRST TR EXCHANGE-TRADED FD13.3K shares1.88%2025-09-302025-11-14 USIG ISHARES TR11.5K shares23.72%2025-09-302025-11-14 NEAR ISHARES U S ETF TR11.1K shares0.13%2025-09-302025-11-14 T AT&T INC18.8K shares5.95%2025-09-302025-11-14 AOK ISHARES TR12.0K shares-3.46%2025-09-302025-11-14 NVDA NVIDIA CORPORATION2.6K sharesnew addition2025-09-302025-11-14 EFA ISHARES TR4.8K shares22.61%2025-09-302025-11-14 META META PLATFORMS INC580 shares3.20%2025-09-302025-11-14 PLTR PALANTIR TECHNOLOGIES INC2.2K shares0.05%2025-09-302025-11-14 IHAK ISHARES TR7.3K shares-0.57%2025-09-302025-11-14 VB VANGUARD INDEX FDS1.5K shares0.61%2025-09-302025-11-14 FDLO FIDELITY COVINGTON TRUST5.7K shares1.91%2025-09-302025-11-14 MUB ISHARES TR3.4K shares-14.83%2025-09-302025-11-14 AMZN AMAZON COM INC1.6K shares6.92%2025-09-302025-11-14 SIXG ETF SER SOLUTIONS5.0K shares-0.90%2025-09-302025-11-14 BHK BLACKROCK CORE BD TR29.3K shares0.00%2025-09-302025-11-14 GOOGL ALPHABET INC1.2K sharesnew addition2025-09-302025-11-14 VTEB VANGUARD MUN BD FDS5.7K shares28.12%2025-09-302025-11-14 BND VANGUARD BD INDEX FDS3.8K shares10.30%2025-09-302025-11-14 VTES VANGUARD WELLINGTON FD2.7K shares24.65%2025-09-302025-11-14 BITB BITWISE BITCOIN ETF TR4.4K shares9.12%2025-09-302025-11-14 VFH VANGUARD WORLD FD1.9K shares-1.57%2025-09-302025-11-14 MS MORGAN STANLEY1.6K shares0.00%2025-09-302025-11-14 SSO PROSHARES TR2.2K sharesnew addition2025-09-302025-11-14 VUG VANGUARD INDEX FDS492 shares-10.38%2025-09-302025-11-14 EEMV ISHARES INC3.6K shares-9.76%2025-09-302025-11-14 PFE PFIZER INC8.9K shares0.55%2025-09-302025-11-14 MGK VANGUARD WORLD FD539 sharesnew addition2025-09-302025-11-14 VTV VANGUARD INDEX FDS1.2K shares-5.63%2025-09-302025-11-14 BA BOEING CO998 shares0.00%2025-09-302025-11-14 VSMV VICTORY PORTFOLIOS II3.8K sharesnew addition2025-09-302025-11-14 BX BLACKSTONE INC1.2K sharesnew addition2025-09-302025-11-14 FSCO FS CREDIT OPPORTUNITIES CORP20.4K shares25.04%2025-09-302025-11-14 PHK PIMCO HIGH INCOME FD16.3K shares0.00%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available