Valley National Advisers

Latest statistics and disclosures from Valley National Advisers's latest quarterly 13F-HR filing:

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Portfolio Holdings for Valley National Advisers

Valley National Advisers holds 813 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Valley National Advisers has 813 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 7.1 $36M +4% 1.8M 20.08
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Apple (AAPL) 4.8 $25M -8% 111k 222.22
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.5 $18M +11% 744k 24.19
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Microsoft Corporation (MSFT) 3.3 $17M +3% 45k 374.30
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.3 $17M +3% 1.1M 15.15
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 3.3 $17M +12% 432k 38.46
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Vanguard Index Fds Value Etf (VTV) 3.1 $16M +25% 96k 165.35
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Schwab Strategic Tr Us Dividend Eq (SCHD) 2.4 $12M 465k 26.75
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.0 $10M 821k 12.50
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Ishares Tr Msci Usa Quality (GARP) 1.8 $9.1M +9% 179k 50.88
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.7 $8.8M 397k 22.22
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Pimco Etf Tr Active Bd Etf (BOND) 1.7 $8.8M +2% 110k 80.00
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Amazon (AMZN) 1.3 $6.8M +2% 36k 189.19
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Ishares Tr Core Total Usd (IUSB) 1.1 $5.4M 136k 40.00
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Meta Platforms Cl A (META) 1.0 $5.2M +4% 9.1k 571.43
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Lockheed Martin Corporation (LMT) 1.0 $5.2M -4% 12k 444.44
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Vanguard World Inf Tech Etf (VGT) 1.0 $4.9M +4% 9.1k 542.34
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $4.8M 9.1k 532.49
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Ishares U S Etf Tr Short Duration B (NEAR) 0.8 $4.1M +16% 142k 28.57
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.8 $4.1M +128% 130k 31.23
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.8 $4.0M 25k 160.71
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McDonald's Corporation (MCD) 0.8 $4.0M +2% 13k 304.35
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Gilead Sciences (GILD) 0.8 $3.8M -7% 35k 108.53
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Ishares Tr Core S&p Scp Etf (IJR) 0.7 $3.7M -6% 44k 85.71
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Eli Lilly & Co. (LLY) 0.7 $3.6M 4.6k 777.78
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Amgen (AMGN) 0.7 $3.6M -7% 11k 318.18
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NVIDIA Corporation (NVDA) 0.7 $3.6M +18% 33k 108.35
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Broadcom (AVGO) 0.7 $3.5M 21k 164.02
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.7 $3.4M -19% 146k 23.43
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Lam Research Corp Com New (LRCX) 0.6 $3.2M -6% 44k 72.51
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.6 $3.2M -37% 99k 32.26
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.6 $3.0M 60k 50.62
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Tapestry (TPR) 0.6 $3.0M 43k 70.11
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Alphabet Cap Stk Cl A (GOOGL) 0.6 $3.0M +3% 20k 154.62
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Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.6 $2.9M +8% 47k 62.50
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JPMorgan Chase & Co. (JPM) 0.6 $2.9M -2% 12k 240.00
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.6 $2.9M +14% 137k 20.83
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Ishares Msci Emrg Chn (EMXC) 0.6 $2.8M +8% 61k 46.51
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Altria (MO) 0.5 $2.8M -7% 49k 56.94
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $2.7M -46% 11k 250.00
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Kinder Morgan (KMI) 0.5 $2.6M 93k 27.93
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Exxon Mobil Corporation (XOM) 0.5 $2.6M +6% 23k 111.94
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Williams Companies (WMB) 0.5 $2.5M 43k 58.71
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Blackstone Group Inc Com Cl A (BX) 0.5 $2.5M 18k 139.73
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salesforce (CRM) 0.5 $2.5M +3% 9.6k 260.87
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Darden Restaurants (DRI) 0.5 $2.5M 12k 206.90
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Ishares Tr Us Tech Brkthr (TECB) 0.5 $2.4M -8% 49k 48.90
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Air Products & Chemicals (APD) 0.5 $2.4M -14% 8.1k 294.87
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Qualcomm (QCOM) 0.5 $2.4M +2% 16k 152.17
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $2.4M +224% 5.2k 454.55
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Paycom Software (PAYC) 0.5 $2.3M 11k 216.42
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Costco Wholesale Corporation (COST) 0.5 $2.3M +3% 2.5k 920.00
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Caterpillar (CAT) 0.4 $2.3M +4% 6.9k 328.36
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Cardinal Health (CAH) 0.4 $2.2M +2% 16k 135.00
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AmerisourceBergen (COR) 0.4 $2.2M +2% 7.8k 278.35
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Domino's Pizza (DPZ) 0.4 $2.2M 4.8k 451.61
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.2M 3.9k 559.36
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $2.1M +3% 19k 111.11
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.4 $2.1M 39k 53.87
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Ishares Tr MRGSTR MD CP GRW (IMCG) 0.4 $2.1M +2% 42k 50.00
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Bristol Myers Squibb (BMY) 0.4 $2.0M +6% 34k 60.32
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Fastenal Company (FAST) 0.4 $2.0M +2% 27k 75.53
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Home Depot (HD) 0.4 $2.0M +3% 5.8k 350.00
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Wabtec Corporation (WAB) 0.4 $2.0M 11k 177.78
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Bank of New York Mellon Corporation (BK) 0.4 $1.9M -5% 24k 80.36
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Marriott Intl Cl A (MAR) 0.4 $1.9M 8.2k 237.11
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Amphenol Corp Cl A (APH) 0.4 $1.9M 30k 63.19
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Paccar (PCAR) 0.4 $1.9M 19k 97.05
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Charles Schwab Corporation (SCHW) 0.4 $1.9M -7% 26k 71.90
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Blackrock (BLK) 0.4 $1.9M -7% 2.2k 833.33
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Cintas Corporation (CTAS) 0.4 $1.8M +2% 9.2k 201.83
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.4 $1.8M +1017% 21k 88.76
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SYSCO Corporation (SYY) 0.4 $1.8M +2% 25k 74.07
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $1.8M +256% 8.4k 211.43
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Devon Energy Corporation (DVN) 0.3 $1.8M +3% 48k 37.17
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Applied Materials (AMAT) 0.3 $1.8M 12k 145.05
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Astrazeneca Sponsored Adr (AZN) 0.3 $1.7M +4% 24k 71.43
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Quanta Services (PWR) 0.3 $1.7M 7.1k 244.19
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W.W. Grainger (GWW) 0.3 $1.7M +2% 1.8k 952.38
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ResMed (RMD) 0.3 $1.7M +2% 7.5k 223.40
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Halliburton Company (HAL) 0.3 $1.7M +2% 66k 25.25
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Comcast Corp Cl A (CMCSA) 0.3 $1.7M -29% 47k 35.04
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Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.6M -42% 3.3k 500.00
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Analog Devices (ADI) 0.3 $1.6M -3% 10k 157.89
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Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.3 $1.6M 47k 34.19
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Merck & Co (MRK) 0.3 $1.6M +86% 20k 81.08
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $1.6M NEW 2.00 798000.00
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Old Dominion Freight Line (ODFL) 0.3 $1.6M +3% 9.9k 161.02
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Avery Dennison Corporation (AVY) 0.3 $1.6M +3% 8.9k 177.57
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Thermo Fisher Scientific (TMO) 0.3 $1.6M +3% 3.2k 487.18
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.6M 4.3k 361.00
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Apollo Global Mgmt (APO) 0.3 $1.5M 11k 136.93
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MercadoLibre (MELI) 0.3 $1.5M 787.00 1950.44
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Marvell Technology (MRVL) 0.3 $1.5M 25k 60.13
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Nike CL B (NKE) 0.3 $1.5M 25k 60.07
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Honeywell International (HON) 0.3 $1.5M 7.7k 194.44
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Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.5M +2% 5.4k 274.75
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Enterprise Products Partners (EPD) 0.3 $1.5M 43k 34.12
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.3 $1.5M +176% 24k 59.83
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PPL Corporation (PPL) 0.3 $1.4M +10% 40k 36.10
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Chubb (CB) 0.3 $1.4M 4.7k 301.90
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Ishares Tr Expanded Tech (IGV) 0.3 $1.3M +3890% 21k 62.50
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Kla Corp Com New (KLAC) 0.3 $1.3M -2% 1.9k 666.67
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $1.3M 5.6k 227.27
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Etfis Ser Tr I Infrac Act Mlp (AMZA) 0.2 $1.3M +466% 31k 40.82
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Monolithic Power Systems (MPWR) 0.2 $1.3M +3% 2.3k 555.56
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Spdr Ser Tr S&p Biotech (XBI) 0.2 $1.2M -7% 15k 81.04
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Oracle Corporation (ORCL) 0.2 $1.2M +654% 8.9k 139.79
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Schwab Strategic Tr Fundamental Us L (FNDX) 0.2 $1.2M -4% 53k 23.60
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Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.2 $1.2M +10% 30k 41.45
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Evercore Class A (EVR) 0.2 $1.2M 6.1k 195.40
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Baker Hughes Company Cl A (BKR) 0.2 $1.2M NEW 28k 42.81
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Deere & Company (DE) 0.2 $1.2M +44% 2.5k 469.01
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $1.2M 2.8k 419.61
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Union Pacific Corporation (UNP) 0.2 $1.1M -3% 4.8k 236.05
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Ishares Tr Eafe Grwth Etf (EFG) 0.2 $1.1M +13% 12k 93.02
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Ishares Tr Exponential Tech (XT) 0.2 $1.1M -8% 19k 57.52
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Abbvie (ABBV) 0.2 $1.1M +7% 5.5k 200.00
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Emerson Electric (EMR) 0.2 $1.1M -8% 12k 90.91
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Philip Morris International (PM) 0.2 $1.1M 6.8k 158.57
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Tesla Motors (TSLA) 0.2 $1.0M +4% 4.0k 259.14
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $1.0M +7% 9.5k 108.11
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Vanguard World Mega Cap Index (MGC) 0.2 $1.0M 5.0k 201.24
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Vanguard Index Fds Growth Etf (VUG) 0.2 $1.0M +3% 2.7k 370.43
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Lowe's Companies (LOW) 0.2 $996k -2% 4.4k 227.27
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First Tr Exchange-traded Smid Risng Etf (SDVY) 0.2 $989k +8% 58k 16.95
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Wal-Mart Stores (WMT) 0.2 $962k +3% 12k 80.00
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Procter & Gamble Company (PG) 0.2 $959k -13% 5.6k 170.28
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Verizon Communications (VZ) 0.2 $937k 21k 45.36
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Pepsi (PEP) 0.2 $907k -18% 6.4k 142.86
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Ishares Tr Core Div Grwth (DGRO) 0.2 $898k +8% 17k 51.95
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Regeneron Pharmaceuticals (REGN) 0.2 $869k +10% 1.4k 633.84
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International Business Machines (IBM) 0.2 $864k -3% 3.5k 248.56
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Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) 0.2 $827k +7% 10k 79.49
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Allegion Ord Shs (ALLE) 0.2 $827k -19% 6.3k 130.32
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Cisco Systems (CSCO) 0.2 $819k -3% 13k 61.67
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Medtronic SHS (MDT) 0.2 $776k -68% 8.6k 89.86
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Uber Technologies (UBER) 0.1 $683k +39% 9.4k 72.85
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Norfolk Southern (NSC) 0.1 $653k +2% 3.0k 217.39
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $652k 3.4k 193.93
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Us Bancorp Del Com New (USB) 0.1 $624k -29% 17k 37.59
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Capital One Financial (COF) 0.1 $613k -3% 3.5k 176.47
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UnitedHealth (UNH) 0.1 $608k +7% 1.2k 500.00
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $602k 1.2k 513.65
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $594k 5.8k 102.17
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At&t (T) 0.1 $586k -5% 21k 28.27
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Servicenow (NOW) 0.1 $581k 731.00 794.80
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Johnson & Johnson (JNJ) 0.1 $573k 3.5k 165.80
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T. Rowe Price (TROW) 0.1 $559k -19% 6.1k 90.91
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Fulton Financial (FULT) 0.1 $554k 31k 18.09
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $544k 2.1k 256.60
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Trane Technologies SHS (TT) 0.1 $542k 1.9k 285.71
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $535k +4% 1.1k 500.00
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Novo-nordisk A S Adr (NVO) 0.1 $529k 7.6k 69.33
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Novartis Sponsored Adr (NVS) 0.1 $520k -3% 8.8k 58.82
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Walt Disney Company (DIS) 0.1 $500k -4% 5.1k 98.54
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Ishares Tr Esg Adv Ttl Usd (EUSB) 0.1 $495k -2% 11k 43.27
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Tidal Tr Ii Roundhill Gener (CHAT) 0.1 $488k 14k 34.82
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $475k 2.1k 221.86
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Constellation Brands Cl A (STZ) 0.1 $465k -30% 2.7k 173.91
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Alphabet Cap Stk Cl C (GOOG) 0.1 $463k +29% 3.1k 147.73
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Veeva Sys Cl A Com (VEEV) 0.1 $459k 2.0k 231.58
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Cheniere Energy Com New (LNG) 0.1 $458k +97% 2.0k 231.08
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Vanguard World Esg Us Corp Bd (VCEB) 0.1 $456k 7.3k 62.90
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Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $456k 11k 40.34
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Goldman Sachs (GS) 0.1 $448k 896.00 500.00
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $437k 9.2k 47.41
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Ishares Tr Ishares Biotech (IBB) 0.1 $433k -18% 3.4k 127.77
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Wells Fargo & Company (WFC) 0.1 $410k +2% 9.4k 43.48
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Global X Fds Fintech Etf (FINX) 0.1 $408k -2% 16k 26.32
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Select Sector Spdr Tr Technology (XLK) 0.1 $403k +47% 2.0k 206.03
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Chevron Corporation (CVX) 0.1 $401k -5% 2.4k 167.08
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $397k 1.8k 221.79
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Mondelez Intl Cl A (MDLZ) 0.1 $393k 5.9k 66.67
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Truist Financial Corp equities (TFC) 0.1 $393k 9.6k 41.12
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $386k 4.0k 97.43
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Vanguard World Consum Dis Etf (VCR) 0.1 $385k 1.2k 325.17
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Unilever Spon Adr New (UL) 0.1 $380k -8% 6.5k 58.82
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Starbucks Corporation (SBUX) 0.1 $377k -10% 3.8k 98.05
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Etf Ser Solutions Defiance Connect (SIXG) 0.1 $369k +3% 8.7k 42.50
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Provident Financial Services (PFS) 0.1 $366k 21k 17.13
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Cme (CME) 0.1 $361k 1.4k 264.86
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Eastman Chemical Company (EMN) 0.1 $361k -18% 4.8k 75.76
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $357k 1.4k 258.32
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PNC Financial Services (PNC) 0.1 $353k 2.0k 175.53
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Sanofi Sponsored Adr (SNY) 0.1 $345k -9% 6.2k 55.42
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Bank of America Corporation (BAC) 0.1 $335k +10% 9.6k 34.97
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Msc Indl Direct Cl A (MSM) 0.1 $331k -19% 4.9k 67.42
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $330k +3% 4.0k 81.52
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $330k 3.9k 84.88
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American Express Company (AXP) 0.1 $330k +12% 1.3k 250.00
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Illinois Tool Works (ITW) 0.1 $329k 1.3k 247.37
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Mastercard Incorporated Cl A (MA) 0.1 $326k +59% 629.00 518.52
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SEI Investments Company (SEIC) 0.1 $326k -7% 4.2k 77.42
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Ge Aerospace Com New (GE) 0.1 $321k +4% 1.6k 199.63
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Invesco Exch Traded Fd Tr Ii S&p Smlcp Indl (PSCI) 0.1 $318k -30% 2.7k 118.66
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Ishares Tr Core High Dv Etf (HDV) 0.1 $305k +31% 3.0k 102.56
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Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $302k +31% 7.2k 42.11
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Boeing Company (BA) 0.1 $295k 1.7k 170.52
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TJX Companies (TJX) 0.1 $291k +7% 3.0k 96.77
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Spdr Ser Tr S&p Regl Bkg (KRE) 0.1 $286k +69% 5.0k 56.70
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Ishares U S Etf Tr Short Maturity M (MEAR) 0.1 $285k +10% 5.7k 50.23
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Global X Fds Us Infr Dev Etf (PAVE) 0.1 $280k +105% 7.4k 37.65
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Pfizer (PFE) 0.1 $279k +13% 11k 25.26
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Automatic Data Processing (ADP) 0.1 $278k -14% 911.00 305.16
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $277k 2.3k 119.40
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Visa Com Cl A (V) 0.1 $276k +5% 789.00 349.81
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Fifth Third Ban (FITB) 0.1 $263k 6.7k 39.11
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $261k -43% 6.5k 40.27
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Ishares Tr Select Divid Etf (DVY) 0.0 $253k 1.9k 133.93
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Coca-Cola Company (KO) 0.0 $251k -17% 3.5k 71.47
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $246k 9.9k 24.95
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Adobe Systems Incorporated (ADBE) 0.0 $246k +62% 642.00 383.18
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Cigna Corp (CI) 0.0 $246k 749.00 328.44
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Coherent Corp (COHR) 0.0 $237k 3.7k 64.72
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Wisdomtree Tr Intl Equity Fd (DWM) 0.0 $233k 4.0k 58.05
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Paychex (PAYX) 0.0 $227k -9% 1.5k 153.79
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Capital Group Dividend Value Shs Creation Uni (CGDV) 0.0 $226k +41% 7.6k 29.85
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Morgan Stanley Com New (MS) 0.0 $225k +11% 1.9k 116.28
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $222k 4.4k 51.01
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Ishares Tr S&P SML 600 GWT (IJT) 0.0 $221k 1.8k 124.16
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Travelers Companies (TRV) 0.0 $220k 833.00 264.11
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $219k 2.4k 90.38
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Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $217k 1.6k 135.37
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Raytheon Technologies Corp (RTX) 0.0 $211k +91% 1.6k 132.21
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $210k 10k 20.64
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Nextera Energy (NEE) 0.0 $210k +10% 3.6k 58.82
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Ishares Tr Core Divid Etf (DIVB) 0.0 $208k +51% 5.1k 40.40
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Invesco Exchange Traded Fd T Pharmaceuticals (PJP) 0.0 $204k NEW 2.4k 86.37
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Northrop Grumman Corporation (NOC) 0.0 $204k +7% 400.00 510.00
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Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.0 $200k -36% 3.2k 62.54
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Cummins (CMI) 0.0 $198k -2% 634.00 312.30
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Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $197k 11k 18.53
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First Tr Morningstar Divid L SHS (FDL) 0.0 $187k +57% 5.3k 35.09
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Schwab Strategic Tr Fundamental Us B (FNDB) 0.0 $184k +27% 8.0k 22.91
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Interpublic Group of Companies (IPG) 0.0 $183k -81% 6.7k 27.13
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Williams-Sonoma (WSM) 0.0 $181k -84% 1.2k 154.76
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Waste Management (WM) 0.0 $180k 781.00 230.47
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Duke Energy Corp Com New (DUK) 0.0 $177k 1.5k 121.32
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ConocoPhillips (COP) 0.0 $177k +58% 1.9k 90.91
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CSX Corporation (CSX) 0.0 $173k +6% 5.9k 29.35
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Yum! Brands (YUM) 0.0 $168k -2% 1.1k 156.57
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CVS Caremark Corporation (CVS) 0.0 $167k 2.5k 67.56
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $165k +98% 3.5k 46.60
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $165k -21% 3.4k 48.16
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $159k -5% 6.9k 23.04
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Fidelity Covington Trust Msci Finls Idx (FNCL) 0.0 $157k 2.3k 69.25
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $154k NEW 1.8k 87.10
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $153k 1.8k 83.06
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Anthem (ELV) 0.0 $153k -19% 351.00 434.78
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Past Filings by Valley National Advisers

SEC 13F filings are viewable for Valley National Advisers going back to 2014

View all past filings