VALLEY WEALTH MANAGERS, INC. Diversified Active

Location: Paramus, NJ

CIK: 0000924166 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Aug 6, 2013

Total Value: $441M (100.0% shares, 0.0% debt)

Holdings (102)

PROTECTIVE LIFE CORPORATION 3.0%
Value $13.43M Shares 349,705 Est. Cost $38.41 Unrealized
COR AMERISOURCEBERGEN CORP 2.6%
Value $11.63M Shares 208,343 Est. Cost $38.92 Unrealized 0.0%
CELGENE CORP 2.6%
Value $11.42M Shares 97,633 Est. Cost $116.98 Unrealized
JNJ JOHNSON & JOHNSON 2.6%
Value $11.38M Shares 132,555 Est. Cost $59.66 Unrealized 0.0%
WFC WELLS FARGO & CO 2.5%
Value $11.15M Shares 270,299 Est. Cost $27.36 Unrealized 0.0%
FMC F M C CORP 2.5%
Value $11.06M Shares 181,178 Est. Cost $40.72 Unrealized 0.0%
AMGEN INC 2.4%
Value $10.77M Shares 109,188 Est. Cost $98.66 Unrealized
NEUSTAR INC 2.4%
Value $10.7M Shares 219,819 Est. Cost $48.68 Unrealized
HCC INSURANCE HOLDINGS INC 2.4%
Value $10.66M Shares 247,394 Est. Cost $43.11 Unrealized
HON HONEYWELL INTERNATIONAL INC 2.4%
Value $10.63M Shares 134,003 Est. Cost $53.13 Unrealized 0.0%
BLACKROCK INC 2.4%
Value $10.48M Shares 40,802 Est. Cost $256.85 Unrealized
MSFT MICROSOFT CORPORATION 2.3%
Value $10.31M Shares 298,429 Est. Cost $26.70 Unrealized 0.0%
ROST ROSS STORES INC 2.3%
Value $10.13M Shares 156,369 Est. Cost $28.26 Unrealized 0.0%
CVS C V S CAREMARK CORPORATION 2.2%
Value $9.878M Shares 172,750 Est. Cost $41.44 Unrealized 0.0%
XOM EXXON MOBIL CORPORATION 2.2%
Value $9.865M Shares 109,184 Est. Cost $53.69 Unrealized 0.0%
ACN ACCENTURE PLC 2.2%
Value $9.605M Shares 133,475 Est. Cost $63.81 Unrealized 0.0%
WMT WAL-MART STORES INC 2.2%
Value $9.591M Shares 128,753 Est. Cost $19.98 Unrealized 0.0%
KR KROGER CO 2.2%
Value $9.542M Shares 276,255 Est. Cost $13.44 Unrealized 0.0%
EXPRESS SCRIPTS HOLDING COMPAN 2.1%
Value $9.471M Shares 153,405 Est. Cost $61.74 Unrealized
CVX CHEVRON CORPORATION 2.1%
Value $9.467M Shares 79,996 Est. Cost $71.30 Unrealized 0.0%
OXY OCCIDENTAL PETROLEUM CORP 2.1%
Value $9.41M Shares 105,460 Est. Cost $57.83 Unrealized 0.0%
VFC V F CORPORATION 2.1%
Value $9.251M Shares 47,919 Est. Cost $42.45 Unrealized 0.0%
GWW GRAINGER, W W INC 2.1%
Value $9.195M Shares 36,464 Est. Cost $201.89 Unrealized 0.0%
KMB KIMBERLY CLARK CORPORATION 2.1%
Value $9.145M Shares 94,140 Est. Cost $63.06 Unrealized 0.0%
UGI UGI CORP 2.1%
Value $9.113M Shares 233,002 Est. Cost $26.32 Unrealized 0.0%
RGA REINSURANCE GROUP OF AMERICA I 2.1%
Value $9.073M Shares 131,286 Est. Cost $63.27 Unrealized 0.0%
CCK CROWN HOLDINGS INC 2.1%
Value $9.059M Shares 220,242 Est. Cost $40.04 Unrealized 0.0%
CSCO CISCO SYSTEMS INC 2.0%
Value $9.012M Shares 370,329 Est. Cost $15.24 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC 1.9%
Value $8.573M Shares 200,505 Est. Cost $27.97 Unrealized 0.0%
APPLE INC 1.9%
Value $8.546M Shares 21,553 Est. Cost $396.51 Unrealized
DE DEERE & COMPANY 1.9%
Value $8.48M Shares 104,367 Est. Cost $68.04 Unrealized 0.0%
WELLPOINT INC 1.9%
Value $8.399M Shares 102,631 Est. Cost $81.84 Unrealized
T A T & T INC 1.9%
Value $8.352M Shares 235,927 Est. Cost $11.40 Unrealized 0.0%
BARD, C R INC 1.9%
Value $8.251M Shares 75,919 Est. Cost $108.68 Unrealized
QCOM QUALCOMM INC 1.8%
Value $8.102M Shares 132,632 Est. Cost $45.06 Unrealized 0.0%
ORCL ORACLE CORPORATION 1.8%
Value $8.031M Shares 261,508 Est. Cost $27.58 Unrealized 0.0%
LABORATORY CORP OF AMERICA HOL 1.8%
Value $7.994M Shares 79,865 Est. Cost $100.09 Unrealized
PM PHILIP MORRIS INTL INC 1.7%
Value $7.701M Shares 88,902 Est. Cost $49.85 Unrealized 0.0%
APACHE CORPORATION 1.5%
Value $6.762M Shares 80,661 Est. Cost $83.83 Unrealized
AFLAC INC 1.5%
Value $6.694M Shares 115,167 Est. Cost $58.12 Unrealized
IBM INTERNATIONAL BUSINESS MACHINE 1.4%
Value $6.234M Shares 32,620 Est. Cost $118.94 Unrealized 0.0%
SPY SPDR S&P 500 ETF 1.2%
Value $5.29M Shares 32,975 Est. Cost $160.42 Unrealized
EEM ISHARES MSCI EMERGING MARKETS 0.9%
Value $3.842M Shares 99,797 Est. Cost $38.50 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH FU 0.8%
Value $3.367M Shares 46,287 Est. Cost $72.74 Unrealized
EPP ISHARES MSCI PACIFIC EX-JAPAN 0.7%
Value $2.978M Shares 69,206 Est. Cost $43.03 Unrealized
PSX PHILLIPS 66 0.6%
Value $2.71M Shares 46,004 Est. Cost $40.44 Unrealized 0.0%
EWC ISHARES MSCI CANADA INDEX 0.6%
Value $2.706M Shares 103,487 Est. Cost $26.15 Unrealized
XYL XYLEM INC 0.5%
Value $2.067M Shares 76,737 Est. Cost $23.44 Unrealized 0.0%
ISHARES MSCI UNITED KINGDOM IN 0.4%
Value $1.755M Shares 99,355 Est. Cost $17.66 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROU 0.2%
Value $1.082M Shares 33,131 Est. Cost $21.73 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB COMPANY 0.2%
Value $1.082M Shares 24,212 Est. Cost $28.67 Unrealized 0.0%
INTC INTEL CORPORATION 0.2%
Value $1.016M Shares 41,958 Est. Cost $17.18 Unrealized 0.0%
PG PROCTER & GAMBLE COMPANY 0.2%
Value $1.008M Shares 13,101 Est. Cost $55.00 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS 0.2%
Value $921K Shares 18,282 Est. Cost $27.04 Unrealized 0.0%
JPM MORGAN, J P CHASE & CO 0.2%
Value $914K Shares 17,328 Est. Cost $36.24 Unrealized 0.0%
EMR EMERSON ELECTRIC CO 0.2%
Value $793K Shares 14,549 Est. Cost $40.02 Unrealized 0.0%
ENSCO PLC 0.2%
Value $763K Shares 13,130 Est. Cost $58.11 Unrealized
SPECTRA ENERGY CORP 0.2%
Value $755K Shares 21,899 Est. Cost $34.48 Unrealized
GLW CORNING INC 0.2%
Value $725K Shares 50,975 Est. Cost $10.49 Unrealized 0.0%
PNC P N C FINANCIAL CORP 0.2%
Value $712K Shares 9,760 Est. Cost $47.34 Unrealized 0.0%
VLY VALLEY NATIONAL BANCORP 0.2%
Value $705K Shares 74,492 Est. Cost $9.34 Unrealized 0.0%
PEP PEPSICO INC 0.2%
Value $687K Shares 8,394 Est. Cost $56.00 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.2%
Value $681K Shares 13,490 Est. Cost $31.32 Unrealized 0.0%
MOLEX INC 0.2%
Value $671K Shares 22,885 Est. Cost $29.32 Unrealized
NNN NATIONAL RETAIL PROPERTIES INC 0.2%
Value $668K Shares 19,410 Est. Cost $34.42 Unrealized
BERKSHIRE HATHAWAY INC 0.2%
Value $663K Shares 5,925 Est. Cost $111.90 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value $651K Shares 17,485 Est. Cost $13.83 Unrealized 0.0%
BANK OF HAWAII CORP 0.1%
Value $644K Shares 12,800 Est. Cost $50.31 Unrealized
SON SONOCO PRODUCTS CO 0.1%
Value $640K Shares 18,510 Est. Cost $22.97 Unrealized 0.0%
LINEAR TECHNOLOGY CORP 0.1%
Value $620K Shares 16,835 Est. Cost $36.83 Unrealized
O REALTY INCOME CORP 0.1%
Value $606K Shares 14,450 Est. Cost $25.40 Unrealized 0.0%
RYN RAYONIER INC 0.1%
Value $597K Shares 10,775 Est. Cost $55.41 Unrealized
MCD MC DONALD'S CORPORATION 0.1%
Value $593K Shares 5,997 Est. Cost $71.80 Unrealized 0.0%
GLD SPDR GOLD SHARES ETF 0.1%
Value $589K Shares 4,949 Est. Cost $119.01 Unrealized
ANALOG DEVICES INC 0.1%
Value $584K Shares 12,960 Est. Cost $45.06 Unrealized
PPL PPL CORP 0.1%
Value $582K Shares 19,221 Est. Cost $16.36 Unrealized 0.0%
LLY LILLY, ELI AND COMPANY 0.1%
Value $564K Shares 11,475 Est. Cost $42.21 Unrealized 0.0%
AMERICAN ELECTRIC POWER CO 0.1%
Value $564K Shares 12,595 Est. Cost $44.78 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value $538K Shares 6,727 Est. Cost $63.44 Unrealized 0.0%
ABBV ABBVIE INC 0.1%
Value $535K Shares 12,947 Est. Cost $26.55 Unrealized 0.0%
GPC GENUINE PARTS CO 0.1%
Value $522K Shares 6,680 Est. Cost $54.12 Unrealized 0.0%
LMT LOCKHEED MARTIN CORPORATION 0.1%
Value $519K Shares 4,785 Est. Cost $71.65 Unrealized 0.0%
AUTOMATIC DATA PROCESSING 0.1%
Value $502K Shares 7,290 Est. Cost $68.86 Unrealized
BAXTER INTERNATIONAL INC 0.1%
Value $478K Shares 6,900 Est. Cost $69.28 Unrealized
NSC NORFOLK SOUTHERN CORPORATION 0.1%
Value $460K Shares 6,325 Est. Cost $57.67 Unrealized 0.0%
QUESTAR CORP 0.1%
Value $451K Shares 18,925 Est. Cost $23.83 Unrealized
MEDTRONIC INC 0.1%
Value $451K Shares 8,755 Est. Cost $51.51 Unrealized
MMM 3 M COMPANY 0.1%
Value $445K Shares 4,065 Est. Cost $61.26 Unrealized 0.0%
MAT MATTEL INC 0.1%
Value $433K Shares 9,550 Est. Cost $44.76 Unrealized 0.0%
CFR CULLEN FROST BANKERS INC 0.1%
Value $425K Shares 6,365 Est. Cost $43.57 Unrealized 0.0%
IVW ISHARES S&P 500 GROWTH INDEX F 0.1%
Value $413K Shares 4,922 Est. Cost $83.91 Unrealized
GENERAL ELECTRIC CO 0.1%
Value $402K Shares 17,362 Est. Cost $23.15 Unrealized
COP CONOCOPHILLIPS 0.1%
Value $376K Shares 6,220 Est. Cost $39.96 Unrealized 0.0%
XLK TECHNOLOGY SELECT SECTOR SPDR 0.1%
Value $359K Shares 11,745 Est. Cost $30.57 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value $334K Shares 7,022 Est. Cost $47.56 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR E 0.1%
Value $314K Shares 16,128 Est. Cost $19.47 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR 0.1%
Value $243K Shares 6,132 Est. Cost $39.63 Unrealized
PFE PFIZER INC 0.1%
Value $226K Shares 8,085 Est. Cost $16.46 Unrealized 0.0%
IDU ISHARES DOW JONES U S UTILITIE 0.0%
Value $202K Shares 2,138 Est. Cost $94.48 Unrealized
BACTERIN INTERNATIONAL HOLDING 0.0%
Value $16,000 Shares 35,775 Est. Cost $0.45 Unrealized
KIWB KIWIBOX.COM INC 0.0%
Value $0 Shares 29,685 Est. Cost $0.01 Unrealized 0.0%
MIIX GROUP INC 0.0%
Value $0 Shares 11,120 Est. Cost Unrealized