Valley National Advisers
Latest statistics and disclosures from Valley National Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHX, SCHG, AAPL, FBND, SCHB, and represent 23.00% of Valley National Advisers's stock portfolio.
- Added to shares of these 10 stocks: LRCX, MRK, UNH, ADP, CHRW, BR, PNR, AME, PHM, DHI.
- Started 106 new stock positions in JCPB, CBRE, NWSA, AME, BXMT, NBIX, HST, NBIS, SLYG, SPTL.
- Reduced shares in these 10 stocks: TPR, AAPL, MSFT, PWR, CAT, FAST, WMB, CAH, KMI, COR.
- Sold out of its positions in ASTS, ATGE, AKAM, ARLP, AIG, APEI, ANSS, ALAB, GPUS, HRB.
- Valley National Advisers was a net seller of stock by $-9.3M.
- Valley National Advisers has $618M in assets under management (AUM), dropping by 4.73%.
- Central Index Key (CIK): 0000773411
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Portfolio Holdings for Valley National Advisers
Valley National Advisers holds 841 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Valley National Advisers has 841 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Valley National Advisers Sept. 30, 2025 positions
- Download the Valley National Advisers September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 7.9 | $49M | 1.9M | 26.01 |
|
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 4.2 | $26M | +7% | 855k | 30.65 |
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| Apple (AAPL) | 3.9 | $24M | -13% | 96k | 250.00 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 3.5 | $22M | +6% | 485k | 45.11 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 3.4 | $21M | -3% | 1.1M | 19.61 |
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| Vanguard Index Fds Value Etf (VTV) | 3.4 | $21M | +10% | 116k | 179.69 |
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| Microsoft Corporation (MSFT) | 3.2 | $20M | -14% | 38k | 515.38 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.1 | $19M | 835k | 23.15 |
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| Ishares Tr Msci Usa Quality (GARP) | 2.3 | $14M | +4% | 219k | 64.80 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 1.8 | $11M | +6% | 121k | 90.23 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.5 | $9.1M | 381k | 23.81 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.4 | $8.7M | -6% | 371k | 23.53 |
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| Lam Research Corp Com New (LRCX) | 1.3 | $7.9M | +38% | 60k | 131.71 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.2 | $7.2M | +23% | 198k | 36.35 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 1.2 | $7.2M | +6% | 164k | 43.86 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.1 | $7.0M | 26k | 273.81 |
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| Amazon (AMZN) | 1.1 | $6.9M | -6% | 33k | 209.68 |
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| Vanguard World Inf Tech Etf (VGT) | 1.1 | $6.8M | -2% | 9.1k | 746.60 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $6.6M | +40% | 28k | 238.53 |
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| NVIDIA Corporation (NVDA) | 1.0 | $6.1M | -4% | 33k | 186.57 |
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| Meta Platforms Cl A (META) | 1.0 | $5.9M | -10% | 8.2k | 728.57 |
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| Ishares Tr Core Total Usd (IUSB) | 0.9 | $5.5M | +2% | 138k | 40.00 |
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| Broadcom (AVGO) | 0.9 | $5.3M | -24% | 16k | 322.03 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.8 | $4.8M | +5% | 153k | 31.25 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $4.4M | -2% | 8.8k | 502.71 |
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| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.7 | $4.2M | +7% | 52k | 81.97 |
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| Lockheed Martin Corporation (LMT) | 0.7 | $4.1M | -29% | 8.2k | 500.00 |
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| Altria (MO) | 0.7 | $4.0M | 62k | 65.29 |
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| Merck & Co (MRK) | 0.6 | $3.9M | +124% | 47k | 83.33 |
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| Kla Corp Com New (KLAC) | 0.6 | $3.7M | +93% | 3.5k | 1058.82 |
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| Eli Lilly & Co. (LLY) | 0.6 | $3.7M | 4.9k | 750.00 |
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| Gilead Sciences (GILD) | 0.6 | $3.6M | 33k | 111.00 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $3.6M | -16% | 32k | 114.29 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.6 | $3.5M | -10% | 78k | 45.16 |
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| Philip Morris International (PM) | 0.5 | $3.3M | 20k | 162.15 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.5 | $3.3M | -6% | 118k | 27.90 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.5 | $3.1M | 19k | 166.67 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.5 | $3.1M | 41k | 75.00 |
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| Ishares Msci Emrg Chn (EMXC) | 0.5 | $3.1M | +6% | 67k | 46.51 |
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| Lowe's Companies (LOW) | 0.5 | $3.1M | +192% | 13k | 246.03 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $3.1M | 5.3k | 575.76 |
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| Blackstone Group Inc Com Cl A (BX) | 0.5 | $3.0M | 18k | 170.83 |
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| Oracle Corporation (ORCL) | 0.5 | $2.9M | -2% | 11k | 281.16 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.5 | $2.9M | 9.0k | 326.29 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $2.9M | -9% | 11k | 272.73 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.5 | $2.9M | -3% | 57k | 50.73 |
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| Amgen (AMGN) | 0.5 | $2.8M | 11k | 260.87 |
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| Trane Technologies SHS (TT) | 0.5 | $2.8M | +242% | 6.7k | 414.29 |
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| Walt Disney Company (DIS) | 0.4 | $2.6M | +310% | 23k | 113.21 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.4 | $2.6M | 22k | 118.34 |
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| Ishares Tr Us Tech Brkthr (TECB) | 0.4 | $2.5M | -6% | 42k | 60.36 |
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| UnitedHealth (UNH) | 0.4 | $2.5M | +592% | 7.5k | 336.63 |
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| Blackrock (BLK) | 0.4 | $2.5M | 2.1k | 1166.67 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.4 | $2.5M | -4% | 8.6k | 291.67 |
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| Applied Materials (AMAT) | 0.4 | $2.5M | 12k | 204.70 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $2.5M | +2% | 7.0k | 355.40 |
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| salesforce (CRM) | 0.4 | $2.5M | +10% | 11k | 229.36 |
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| Bank of New York Mellon Corporation (BK) | 0.4 | $2.4M | -2% | 23k | 106.19 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.4 | $2.4M | 40k | 60.40 |
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| Automatic Data Processing (ADP) | 0.4 | $2.4M | +794% | 8.1k | 293.48 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $2.4M | 21k | 111.11 |
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| Ishares Tr Expanded Tech (IGV) | 0.4 | $2.4M | 21k | 114.96 |
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| Charles Schwab Corporation (SCHW) | 0.4 | $2.3M | 25k | 91.50 |
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| Amphenol Corp Cl A (APH) | 0.4 | $2.2M | -38% | 18k | 122.64 |
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| Air Products & Chemicals (APD) | 0.4 | $2.2M | 8.2k | 272.67 |
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| Astrazeneca Sponsored Adr (AZN) | 0.4 | $2.2M | +17% | 29k | 76.70 |
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| Darden Restaurants (DRI) | 0.3 | $2.2M | -2% | 12k | 187.05 |
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| Marvell Technology (MRVL) | 0.3 | $2.1M | +2% | 26k | 81.25 |
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| Analog Devices (ADI) | 0.3 | $2.1M | 10k | 210.53 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $2.1M | -5% | 3.2k | 650.00 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.3 | $2.1M | 47k | 44.56 |
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| Wabtec Corporation (WAB) | 0.3 | $2.1M | -2% | 11k | 194.03 |
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| Hilton Worldwide Holdings (HLT) | 0.3 | $2.1M | +3073% | 8.1k | 256.64 |
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| Cintas Corporation (CTAS) | 0.3 | $2.1M | +13% | 10k | 200.00 |
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| C H Robinson Worldwide Com New (CHRW) | 0.3 | $2.1M | +106413% | 16k | 129.35 |
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| Pentair SHS (PNR) | 0.3 | $2.1M | +46124% | 19k | 108.79 |
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| Broadridge Financial Solutions (BR) | 0.3 | $2.1M | NEW | 8.7k | 236.36 |
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| Pulte (PHM) | 0.3 | $2.1M | +41271% | 16k | 130.65 |
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| Stryker Corporation (SYK) | 0.3 | $2.1M | +2107% | 5.7k | 358.97 |
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| ResMed (RMD) | 0.3 | $2.1M | +2% | 7.7k | 268.04 |
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| Ametek (AME) | 0.3 | $2.1M | NEW | 11k | 187.05 |
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| Monolithic Power Systems (MPWR) | 0.3 | $2.0M | 2.3k | 892.86 |
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| D.R. Horton (DHI) | 0.3 | $2.0M | +87328% | 12k | 166.67 |
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| Coca-cola Europacific Partne SHS (CCEP) | 0.3 | $2.0M | NEW | 23k | 89.97 |
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| Rollins (ROL) | 0.3 | $2.0M | +175715% | 35k | 57.78 |
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| Republic Services (RSG) | 0.3 | $2.0M | +148250% | 8.9k | 228.07 |
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| Te Connectivity Ord Shs (TEL) | 0.3 | $2.0M | +78608% | 9.4k | 214.88 |
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| Steris Shs Usd (STE) | 0.3 | $2.0M | NEW | 8.3k | 245.28 |
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| Paycom Software (PAYC) | 0.3 | $2.0M | -5% | 10k | 201.61 |
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| Hca Holdings (HCA) | 0.3 | $2.0M | +6457% | 4.8k | 416.67 |
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| Baker Hughes Company Cl A (BKR) | 0.3 | $2.0M | +48% | 42k | 47.44 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.3 | $2.0M | 59k | 33.90 |
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| Lennox International (LII) | 0.3 | $1.9M | NEW | 3.7k | 520.83 |
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| Intuit (INTU) | 0.3 | $1.9M | +4721% | 2.9k | 657.14 |
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| Parker-Hannifin Corporation (PH) | 0.3 | $1.9M | +12890% | 2.6k | 741.94 |
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| McKesson Corporation (MCK) | 0.3 | $1.9M | +18264% | 2.6k | 741.94 |
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| Evercore Class A (EVR) | 0.3 | $1.9M | -2% | 5.7k | 333.33 |
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| MercadoLibre (MELI) | 0.3 | $1.8M | 778.00 | 2336.76 |
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| McDonald's Corporation (MCD) | 0.3 | $1.8M | -48% | 6.7k | 263.16 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.7M | 5.3k | 328.05 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.3 | $1.7M | 5.9k | 295.45 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.3 | $1.7M | +5% | 25k | 68.38 |
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| Emerson Electric (EMR) | 0.2 | $1.5M | 12k | 131.10 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $1.5M | 2.00 | 754000.00 |
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| PPL Corporation (PPL) | 0.2 | $1.5M | 40k | 37.15 |
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| Apollo Global Mgmt (APO) | 0.2 | $1.5M | 11k | 133.26 |
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| Honeywell International (HON) | 0.2 | $1.4M | 7.2k | 194.44 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.4M | -46% | 2.1k | 666.18 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.2 | $1.3M | 51k | 26.30 |
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| Chubb (CB) | 0.2 | $1.3M | 4.7k | 282.13 |
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| Ishares Tr Future Exponenti (XT) | 0.2 | $1.3M | 19k | 71.92 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $1.3M | 2.8k | 463.42 |
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| Enterprise Products Partners (EPD) | 0.2 | $1.3M | -4% | 41k | 31.27 |
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| Tesla Motors (TSLA) | 0.2 | $1.3M | -28% | 2.9k | 444.44 |
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| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.2 | $1.3M | 31k | 41.03 |
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| Abbvie (ABBV) | 0.2 | $1.2M | 5.6k | 222.22 |
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| Vanguard World Mega Cap Index (MGC) | 0.2 | $1.2M | 5.0k | 244.05 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $1.2M | -7% | 11k | 104.65 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $1.2M | +3% | 18k | 64.94 |
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| Tidal Trust Ii Roundhill Gener (CHAT) | 0.2 | $1.2M | +39% | 19k | 61.47 |
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| Global X Fds Glbl X Mlp Etf (MLPA) | 0.2 | $1.2M | NEW | 24k | 48.42 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.1M | 4.7k | 236.18 |
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| Deere & Company (DE) | 0.2 | $1.1M | -3% | 2.4k | 456.87 |
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| Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) | 0.2 | $1.1M | +17% | 12k | 93.77 |
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| Verizon Communications (VZ) | 0.2 | $1.1M | 24k | 43.91 |
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| Allegion Ord Shs (ALLE) | 0.2 | $1.0M | 5.9k | 177.24 |
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| Wal-Mart Stores (WMT) | 0.2 | $1.0M | 13k | 80.00 |
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| International Business Machines (IBM) | 0.2 | $994k | -4% | 3.5k | 281.91 |
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| Boeing Company (BA) | 0.2 | $975k | +13% | 4.5k | 215.80 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $928k | 7.9k | 117.65 |
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| Uber Technologies (UBER) | 0.1 | $927k | 9.5k | 97.94 |
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| Cisco Systems (CSCO) | 0.1 | $920k | 14k | 68.36 |
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| Procter & Gamble Company (PG) | 0.1 | $829k | -4% | 5.4k | 153.52 |
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| Norfolk Southern (NSC) | 0.1 | $826k | 2.8k | 300.15 |
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| Wells Fargo & Company (WFC) | 0.1 | $813k | -2% | 9.8k | 83.33 |
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| Qualcomm (QCOM) | 0.1 | $798k | -69% | 4.8k | 166.32 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $796k | -38% | 1.7k | 479.23 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $789k | -40% | 5.8k | 135.14 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $773k | 1.3k | 611.55 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $771k | -31% | 25k | 31.38 |
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| Caterpillar (CAT) | 0.1 | $755k | -77% | 1.6k | 476.94 |
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| Spdr Series Trust S&p Biotech (XBI) | 0.1 | $736k | -18% | 7.3k | 100.16 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $734k | 3.4k | 215.63 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $729k | -2% | 14k | 52.63 |
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| Goldman Sachs (GS) | 0.1 | $703k | 884.00 | 795.25 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $686k | -5% | 2.8k | 241.76 |
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| Capital One Financial (COF) | 0.1 | $662k | -2% | 3.4k | 196.08 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $658k | 2.1k | 307.62 |
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| Medtronic SHS (MDT) | 0.1 | $655k | 6.9k | 95.11 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $643k | 2.2k | 297.69 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $614k | -20% | 1.1k | 561.76 |
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| At&t (T) | 0.1 | $614k | 22k | 28.21 |
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| Pepsi (PEP) | 0.1 | $613k | -13% | 5.2k | 117.65 |
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| Johnson & Johnson (JNJ) | 0.1 | $606k | +11% | 3.8k | 161.29 |
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| Vanguard World Esg Us Corp Bd (VCEB) | 0.1 | $601k | +26% | 9.4k | 64.15 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $599k | 2.1k | 279.78 |
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| Servicenow (NOW) | 0.1 | $589k | +6% | 884.00 | 666.67 |
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| Us Bancorp Del Com New (USB) | 0.1 | $589k | -6% | 12k | 48.32 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $578k | -3% | 5.6k | 103.01 |
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| Ishares Tr Esg Adv Ttl Usd (EUSB) | 0.1 | $563k | +12% | 13k | 43.84 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $509k | -3% | 1.0k | 500.00 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $499k | +13% | 10k | 47.95 |
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| Bank of America Corporation (BAC) | 0.1 | $485k | 11k | 44.44 |
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| Vanguard World Consum Dis Etf (VCR) | 0.1 | $469k | 1.2k | 396.11 |
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| Costco Wholesale Corporation (COST) | 0.1 | $468k | -80% | 506.00 | 924.90 |
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| Ge Aerospace Com New (GE) | 0.1 | $466k | -3% | 1.6k | 300.65 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.1 | $456k | -10% | 10k | 45.13 |
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| Etf Ser Solutions Defiance Connect (SIXG) | 0.1 | $449k | -13% | 7.3k | 61.59 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $448k | +15% | 4.8k | 92.98 |
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| American Express Company (AXP) | 0.1 | $441k | 1.5k | 300.00 |
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| Coherent Corp (COHR) | 0.1 | $426k | +8% | 4.0k | 107.52 |
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| TJX Companies (TJX) | 0.1 | $422k | +2% | 3.3k | 129.03 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $410k | 8.0k | 51.02 |
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| Fulton Financial (FULT) | 0.1 | $410k | -24% | 22k | 18.61 |
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| PNC Financial Services (PNC) | 0.1 | $404k | 2.0k | 200.80 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $403k | 733.00 | 550.00 |
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| Provident Financial Services (PFS) | 0.1 | $399k | 21k | 19.27 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $397k | +667% | 3.7k | 106.46 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $397k | -5% | 7.2k | 55.37 |
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| Morgan Stanley Com New (MS) | 0.1 | $395k | +3% | 2.5k | 158.73 |
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| Truist Financial Corp equities (TFC) | 0.1 | $395k | 8.6k | 45.72 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $395k | -8% | 1.1k | 352.05 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $393k | -13% | 1.5k | 254.20 |
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| Ishares U S Etf Tr Short Maturity M (MEAR) | 0.1 | $383k | +7% | 7.6k | 50.49 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $380k | -6% | 1.3k | 292.98 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $373k | -7% | 1.3k | 281.51 |
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| Cheniere Energy Com New (LNG) | 0.1 | $365k | 1.6k | 234.58 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $363k | -22% | 2.5k | 143.99 |
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| Cme (CME) | 0.1 | $354k | 1.3k | 269.82 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $354k | 7.4k | 47.61 |
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| Chevron Corporation (CVX) | 0.1 | $351k | -5% | 2.3k | 155.24 |
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| Illinois Tool Works (ITW) | 0.1 | $347k | 1.3k | 260.32 |
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| Global X Fds Fintech Etf (FINX) | 0.1 | $343k | -4% | 10k | 33.44 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $337k | 3.3k | 102.56 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $330k | +2% | 8.8k | 37.31 |
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| Celestica (CLS) | 0.0 | $308k | +47% | 1.3k | 246.01 |
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| Fifth Third Ban (FITB) | 0.0 | $304k | 6.8k | 44.41 |
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| Ishares Tr Core Divid Etf (DIVB) | 0.0 | $302k | 6.0k | 50.51 |
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| Home Depot (HD) | 0.0 | $292k | -87% | 721.00 | 404.99 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $275k | +8% | 11k | 25.27 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $270k | 5.7k | 47.16 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $269k | -6% | 4.1k | 64.93 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $269k | 1.6k | 166.98 |
|
|
| Visa Com Cl A (V) | 0.0 | $266k | 782.00 | 340.15 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $265k | -82% | 5.9k | 44.98 |
|
| Global X Fds Global X Copper (COPX) | 0.0 | $261k | +64% | 4.4k | 59.73 |
|
| Cummins (CMI) | 0.0 | $260k | -2% | 616.00 | 422.08 |
|
| Pfizer (PFE) | 0.0 | $253k | +7% | 9.9k | 25.48 |
|
| Msc Indl Direct Cl A (MSM) | 0.0 | $250k | -20% | 2.7k | 92.11 |
|
| Unilever Spon Adr New (UL) | 0.0 | $249k | -27% | 4.2k | 59.20 |
|
| Kinross Gold Corp (KGC) | 0.0 | $248k | 10k | 24.80 |
|
|
| SEI Investments Company (SEIC) | 0.0 | $240k | -30% | 2.8k | 84.63 |
|
| Starbucks Corporation (SBUX) | 0.0 | $239k | -20% | 2.8k | 84.30 |
|
| Travelers Companies (TRV) | 0.0 | $232k | 831.00 | 279.18 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $232k | -2% | 382.00 | 607.33 |
|
| Kinder Morgan (KMI) | 0.0 | $230k | -91% | 8.2k | 28.22 |
|
| Pacer Fds Tr Globl Cash Etf (GCOW) | 0.0 | $228k | 5.9k | 38.46 |
|
|
| Coca-Cola Company (KO) | 0.0 | $226k | -2% | 3.4k | 66.14 |
|
| Spdr Series Trust S&p Regl Bkg (KRE) | 0.0 | $224k | -9% | 3.5k | 63.21 |
|
| First Tr Exchange-traded SHS (FDL) | 0.0 | $222k | 6.3k | 35.09 |
|
|
| Prudential Financial (PRU) | 0.0 | $221k | 2.1k | 103.42 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $221k | 2.4k | 91.21 |
|
|
| Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW) | 0.0 | $217k | +40% | 4.1k | 52.58 |
|
| Ge Vernova (GEV) | 0.0 | $217k | 353.00 | 614.73 |
|
|
| New Jersey Resources Corporation (NJR) | 0.0 | $216k | +1298% | 4.5k | 48.13 |
|
| Barrick Mng Corp Com Shs (B) | 0.0 | $214k | 6.5k | 32.77 |
|
|
| Williams-Sonoma (WSM) | 0.0 | $212k | -2% | 1.1k | 195.35 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.0 | $210k | 10k | 20.64 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $207k | 3.5k | 59.90 |
|
|
| Nextera Energy (NEE) | 0.0 | $203k | -17% | 2.8k | 73.53 |
|
| Invesco Exchange Traded Fd T Pharmaceuticals (PJP) | 0.0 | $201k | 2.2k | 92.24 |
|
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.0 | $201k | 5.0k | 40.48 |
|
|
| CSX Corporation (CSX) | 0.0 | $197k | -3% | 5.6k | 35.41 |
|
| Corning Incorporated (GLW) | 0.0 | $195k | 2.7k | 71.43 |
|
|
| Howmet Aerospace (HWM) | 0.0 | $192k | +20% | 1.1k | 181.82 |
|
| Coreweave Com Cl A (CRWV) | 0.0 | $190k | +2690% | 1.4k | 136.20 |
|
| Williams Companies (WMB) | 0.0 | $187k | -93% | 3.0k | 63.13 |
|
| Paychex (PAYX) | 0.0 | $186k | 1.5k | 126.62 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $186k | -3% | 1.1k | 166.67 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $181k | 1.5k | 123.47 |
|
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $178k | +13% | 4.1k | 43.35 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $177k | +16% | 6.1k | 29.10 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $177k | 3.4k | 52.68 |
|
|
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.0 | $177k | 7.0k | 25.41 |
|
|
| Cigna Corp (CI) | 0.0 | $175k | -10% | 608.00 | 287.83 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $175k | -53% | 1.8k | 96.15 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $168k | -8% | 9.8k | 17.15 |
|
| Phillips 66 (PSX) | 0.0 | $168k | 1.2k | 135.48 |
|
|
| Waste Management (WM) | 0.0 | $168k | -2% | 764.00 | 219.90 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $167k | +3% | 7.1k | 23.46 |
|
Past Filings by Valley National Advisers
SEC 13F filings are viewable for Valley National Advisers going back to 2014
- Valley National Advisers 2025 Q3 filed Oct. 17, 2025
- Valley National Advisers 2025 Q2 filed July 22, 2025
- Valley National Advisers 2025 Q1 filed April 25, 2025
- Valley National Advisers 2024 Q4 filed Jan. 24, 2025
- Valley National Advisers 2024 Q3 filed Oct. 24, 2024
- Valley National Advisers 2024 Q2 filed July 18, 2024
- Valley National Advisers 2024 Q1 filed April 19, 2024
- Valley National Advisers 2023 Q4 filed Jan. 25, 2024
- Valley National Advisers 2023 Q3 filed Nov. 13, 2023
- Valley National Advisers 2023 Q2 filed July 31, 2023
- Valley National Advisers 2023 Q1 filed April 26, 2023
- Valley National Advisers 2022 Q4 filed Jan. 12, 2023
- Valley National Advisers 2022 Q3 filed Nov. 8, 2022
- Valley National Advisers 2022 Q2 filed July 15, 2022
- Valley National Advisers 2022 Q1 filed May 6, 2022
- Valley National Advisers 2021 Q4 filed Feb. 11, 2022