Valley Wealth Managers Reports Over $1.3B in Q1 Investment Holdings

The firm disclosed 566 equity positions with oversight split between itself and Valley National Bank.

May 08, 2025

Q1 Snapshot: Assets and Activity

Valley Wealth Managers, Inc. reported more than $1.3 billion in equity holdings for the first quarter of 2025, giving the market a clear look at how the firm is allocating capital across sectors. The disclosure, filed with the SEC, outlines 566 separate equity positions and shows how the firm is managing a sizable, diversified portfolio.

This wasn’t a solo report. The filing was submitted as a combination, reflecting oversight by both Valley Wealth Managers and Valley National Bank. That shared structure signals collaboration on investment strategy and administration—each manager responsible for a portion of the total portfolio.

The numbers at a glance:

• Total equity positions: 566


• Total value: $1,318,387,203


• Filing date: May 7, 2025


• Reporting date: March 31, 2025

What This Filing Tells the Market

The report, finalized and signed by Chief Investment Officer Steven A. Tussi, confirms the firm’s role as a key institutional player in the current investment environment. The structure of the filing also offers insight into how Valley Wealth Managers shares reporting duties with Valley National Bank, reflecting an evolving approach to portfolio oversight.

Disclosures like this are part of a broader regulatory framework, but they also serve a practical purpose. For market participants tracking institutional behavior, filings like Valley Wealth Managers’ give important clues about positioning, sector exposure, and changes quarter-over-quarter. They also show how firms manage oversight when responsibility is shared—something that’s becoming more common as investment structures evolve.

This kind of transparency makes it easier for investors, analysts, and counterparties to stay informed and aligned. With hundreds of positions and billions in play, having the details matters.