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  Name: Valley Financial Group Inc.
  City: AMBLER
  State: PA
  Zip: 19002
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $131,429,000
  Total Value Change : $3,585,000
  Securities Held Change : -1
   
All Securities Held : 55
  New Positions : 3
  Closed Positions : 4
  Increased Positions : 16
  Unchanged Positions : 2
  Decreased Positions : 34

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 50 New $177.79 $237,000 1,568 0.18% 237,000 1,568 0    Search Engines & Info...
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 54 New $370.79 $209,000 607 0.16% 209,000 607 0    Closed - End Fund - E...
   (FSCO)1 Year Chart         FSCO Fs Global Credit Opportunit... 55 New $6.41 $64,000 10,752 0.05% 64,000 10,752 0.012    N/A

      3 Records Found
  1    
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