Fund HoldingsValley Brook Capital Group, Inc.

Total Portfolio Value
$125.14M
Total Bought
$10.84M
Total Sold
$8.90M
Net Transaction
+$1.94M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)3,2423,066-1761,6062,7702.21%+1,165
MICROSOFT CORP(MSFT)24,69424,379-3159,28610,2578.20%+971
CATERPILLAR INC(CAT)7,2007,605+4052,1292,7872.23%+658
ABBVIE INC(ABBV)22,84522,749-963,5404,1433.31%+602
HOME DEPOT INC(HD)12,19412,451+2574,2264,7763.82%+551
AMAZON COM INC(AMZN)9,91911,247+1,3281,5072,0291.62%+522
JPMORGAN CHASE & CO(JPM)24,05422,582-1,4723,0763,5592.84%+483
BROADCOM INC(AVGO)1,6351,725+901,8252,2861.83%+461
META PLATFORMS INC(META)2,4482,713+2658661,3171.05%+451
ADVANCED MICRO DEVICES INC(AMD)3,2805,059+1,7794849130.73%+430
MARATHON PETE CORP(MPC)6,5406,660+1209701,3421.07%+372
WALMART INC(WMT)7,81626,129+18,3131,2321,5721.26%+340
PHILLIPS 66(PSX)6,6397,424+7858841,2130.97%+329
THERMO FISHER SCIENTIFIC INC(TMO)4,6604,760+1002,4732,7672.21%+293
ELI LILLY & CO(LLY)1,3111,358+477641,0560.84%+292
RTX CORPORATION(RTX)22,22822,171-571,8702,1621.73%+292
DISNEY WALT CO(DIS)9,5629,319-2438631,1400.91%+277
SKYWORKS SOLUTIONS INC(SWKS)02,470+2,47002680.21%+268
GENERAL ELECTRIC CO(GE)01,507+1,50702650.21%+265
AIRBNB INC01,545+1,54502550.20%+255
SALESFORCE INC(CRM)4,0544,354+3001,0671,3111.05%+245
EXXON MOBIL CORP014,716+14,71601,7111.37%+1,711
TARGA RES CORP(TRGP)02,175+2,17502440.19%+244
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
02,275+2,27502310.18%+231
NETFLIX INC(NFLX)593853+2602895180.41%+229
FIDELITY COVINGTON TRUST03,835+3,83502280.18%+228
COSTCO WHSL CORP NEW(COST)1,6701,815+1451,1021,3301.06%+227
CITIGROUP INC(C)03,484+3,48402200.18%+220
SERVICENOW INC(NOW)0277+27702110.17%+211
DYNEX CAP INC(DX)08,250+8,25002030.16%+203
ALPHABET INC(GOOG)8,7139,358+6451,2281,4251.14%+197
GABELLI EQUITY TR INC(GAB)48,83676,836+28,0002484240.34%+176
BERKSHIRE HATHAWAY INC DEL2,2152,295+807909650.77%+175
MERCK & CO INC(MRK)7,5827,58208271,0000.80%+174
CROWDSTRIKE HLDGS INC(CRWD)9251,245+3202363990.32%+163
VISA INC(V)6,0086,181+1731,5641,7251.38%+161
DEERE & CO(DE)4,6934,928+2351,8772,0241.62%+148
PROCTER AND GAMBLE CO(PG)09,966+9,96601,6171.29%+1,617
KLA CORP(KLAC)785835+504565830.47%+127
VERIZON COMMUNICATIONS INC(VZ)27,07827,291+2131,0211,1450.92%+124
UNION PAC CORP(UNP)14,35614,797+4413,5263,6392.91%+113
ALPHABET INC(GOOG)2,5633,088+5253584660.37%+108
LAM RESEARCH CORP(LRCX)455475+203564620.37%+105
TJX COS INC NEW(TJX)5,4656,090+6255136180.49%+105
INVESCO EXCHANGE TRADED FD T
SEMICONDUCTORS
8,4949,254+7604205220.42%+102
MASTERCARD INCORPORATED(MA)1,8301,83007818810.70%+101
PUTNAM PREMIER INCOME TR40,05066,550+26,5001432340.19%+91
EATON CORP PLC(ETN)1,2701,27003063970.32%+91
HERSHEY CO(HSY)3,6914,006+3156887790.62%+91
AUTOMATIC DATA PROCESSING IN05,265+5,26501,3151.05%+1,315
CHEVRON CORP NEW(CVX)07,175+7,17501,1320.90%+1,132
EMERSON ELEC CO(EMR)5,9755,875-1005826660.53%+85
ASML HOLDING N V
N Y REGISTRY SHS
335342+72543320.27%+78
TRAVELERS COMPANIES INC(TRV)1,9271,92703674430.35%+76
GENUINE PARTS CO(GPC)04,850+4,85007510.60%+751
CHUBB LIMITED
COM
01,810+1,81004690.37%+469
FIDELITY COVINGTON TRUST3,2003,790+5902072640.21%+57
PNC FINL SVCS GROUP INC(PNC)10,63410,536-981,6471,7031.36%+56
LOWES COS INC(LOW)1,6001,60003564080.33%+51
MFS CHARTER INCOME TR14,10022,350+8,250911420.11%+51
PEPSICO INC(PEP)9,1769,17601,5581,6061.28%+47
FIDELITY COVINGTON TRUST4,7214,961+2402893360.27%+47
SHERWIN WILLIAMS CO(SHW)1,3151,31504104570.36%+47
GENERAL MLS INC(GIS)012,465+12,46508720.70%+872
VULCAN MATLS CO(VMC)97597502212660.21%+45
OTIS WORLDWIDE CORP(OTIS)5,3155,215-1004765180.41%+42
SOUTHERN COPPER CORP(SCCO)3,0752,875-2002653060.24%+42
FIDELITY COVINGTON TRUST1,8201,925+1052613000.24%+39
BLACKROCK CR ALLOCATION INCO17,30520,305+3,0001792170.17%+38
ILLINOIS TOOL WKS INC(ITW)5,8805,88001,5401,5781.26%+38
GENERAL DYNAMICS CORP(GD)1,5661,56604074420.35%+36
CSX CORP(CSX)24,67524,025-6508558910.71%+35
ANNALY CAPITAL MANAGEMENT IN8,81010,060+1,2502162490.20%+33
INVESCO MORTGAGE CAPITAL INC10,25011,500+1,2502312590.21%+28
VANGUARD INDEX FDS924965+412152410.19%+26
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
10,91110,162-7493523730.30%+21
AMGEN INC(AMGN)4,7304,865+1351,3621,3831.11%+21
NORFOLK SOUTHN CORP(NSC)90090002132290.18%+17
BLACKROCK INC(BLK)288298+102342480.20%+15
JOHNSON & JOHNSON(JNJ)13,27313,223-502,0802,0921.67%+11
CVS HEALTH CORP(CVS)4,7714,843+723773860.31%+10
INVESCO EXCHANGE TRADED FD T
FINL PFD ETF
12,60012,60001841920.15%+8
ONEOK INC NEW(OKE)4,9804,436-5443503560.28%+6
NUVEEN PFD & INCOME OPPORTUN(JPC)13,48913,489091970.08%+6
NEXTERA ENERGY INC(NEE)017,240+17,24001,1020.88%+1,102
LOCKHEED MARTIN CORP(LMT)2,7652,76501,2531,2581.01%+5
BECTON DICKINSON & CO(BDX)95095002322350.19%+3
CARRIER GLOBAL CORPORATION(CARR)13,51813,418-1007777800.62%+3
ACCENTURE PLC IRELAND
SHS CLASS A
1,4251,450+255005030.40%+3
CANADIAN NATL RY CO(CNI)3,3753,225-1504244250.34%+1
IDEXX LABS INC(IDXX)700720+203893890.31%0
CONSOLIDATED EDISON INC(ED)3,7503,75003413410.27%-1
COLGATE PALMOLIVE CO(CL)5,6484,965-6834504470.36%-3
HONEYWELL INTL INC(HON)5,6855,790+1051,1921,1880.95%-4
ZSCALER INC(ZS)1,5191,684+1653373240.26%-12
STARBUCKS CORP(SBUX)4,4104,485+754234100.33%-14
VORNADO RLTY TR(VNO)11,20010,200-1,0001691540.12%-15
AMERICAN WTR WKS CO INC NEW1,7751,750-252342140.17%-20
EVERSOURCE ENERGY(ES)7,6287,528-1004714500.36%-21
NOVARTIS AG(NVS)4,9844,98405034820.39%-21
Page 1 of 1