Valley Wealth Reports $1.34B in Holdings

Valley Wealth Managers discloses a diversified investment portfolio, highlighting institutional oversight.

February 03, 2025

Portfolio Composition and Institutional Oversight

Valley Wealth Managers, Inc., an institutional investment firm based in Paramus, New Jersey, has reported a total portfolio value of approximately $1.34 billion as of December 31, 2024. The firm's latest regulatory disclosure provides insight into the structure of its holdings, which are managed in part by Valley National Bank.

In its 13F combination report, Valley Wealth Managers disclosed a total of 546 investment positions. A portion of these holdings are directly managed by the firm, while the rest are under the oversight of other institutional managers. Valley National Bank plays a key role in administering a segment of these investments, reflecting a collaborative investment strategy.

Key Financial Highlights

The disclosed portfolio reflects a diversified investment approach. While the filing does not detail specific asset allocations or sector weightings, the significant total value suggests exposure across multiple asset classes. Institutional investors like Valley Wealth Managers typically diversify across equities, fixed income, and alternative investments to balance risk and return.

The firm's filing also underscores its adherence to regulatory requirements for institutional investment disclosures. By submitting a combination report, Valley Wealth Managers ensures transparency while acknowledging the role of affiliated managers in its investment strategy.

Strategic Investment Approach

As an institutional asset manager, Valley Wealth Managers likely follows a disciplined investment philosophy focused on both capital preservation and long-term growth. The inclusion of Valley National Bank as a reporting entity highlights a structured approach that leverages expertise from multiple management platforms.

This latest filing reinforces the firm’s commitment to institutional-grade portfolio management. Investors and analysts following Valley Wealth Managers will look to future disclosures for deeper insights into its investment strategy and market positioning.