Valley National Advisers

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

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Positions held by Valley National Advisers consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Valley National Advisers

Valley National Advisers holds 1184 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Valley National Advisers has 1184 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) 6.4 $37M 771k 48.19
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Apple (AAPL) 5.6 $32M 173k 187.10
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.3 $25M 996k 25.00
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Microsoft Corporation (MSFT) 4.1 $23M +4% 63k 370.37
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.1 $18M +22% 326k 55.56
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.9 $17M +9% 215k 76.92
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.7 $15M 400k 38.46
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Pimco Etf Tr Active Bd Etf (BOND) 2.0 $12M 145k 80.00
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Ishares Tr Core Total Usd (IUSB) 1.9 $11M +3% 270k 40.00
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Vanguard Index Fds Value Etf (VTV) 1.9 $11M +9% 75k 142.86
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.7 $9.6M 144k 66.67
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Comcast Corp Cl A (CMCSA) 1.6 $9.4M -4% 216k 43.60
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Lockheed Martin Corporation (LMT) 1.5 $8.5M -4% 19k 440.00
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Lam Research Corporation (LRCX) 1.4 $8.3M -5% 11k 757.58
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Gilead Sciences (GILD) 1.4 $8.1M -5% 102k 79.37
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.3 $7.6M 365k 20.83
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.3 $7.5M +2% 233k 32.26
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Amgen (AMGN) 1.2 $7.2M -4% 25k 285.12
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Amazon (AMZN) 1.2 $7.0M +3% 46k 151.93
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Medtronic SHS (MDT) 1.1 $6.2M +4% 76k 81.78
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Vanguard Admiral Fds Smlcp 600 Val (VIOV) 1.1 $6.1M +3% 70k 86.96
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Schwab Strategic Tr Us Dividend Eq (SCHD) 1.0 $5.8M -25% 134k 43.48
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BlackRock (BLK) 0.9 $5.2M -8% 6.5k 802.33
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Ishares Tr Core S&p Scp Etf (IJR) 0.9 $5.2M +4% 61k 85.71
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Altria (MO) 0.8 $4.9M -5% 125k 39.27
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Charles Schwab Corporation (SCHW) 0.8 $4.7M -3% 71k 66.23
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JPMorgan Chase & Co. (JPM) 0.8 $4.6M -5% 28k 164.84
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Honeywell International (HON) 0.8 $4.5M -3% 23k 200.00
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Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.7 $4.3M 69k 62.50
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Ishares U S Etf Tr Blackrock Sh Dur (NEAR) 0.7 $4.2M +2% 148k 28.57
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Vanguard World Fds Inf Tech Etf (VGT) 0.7 $4.1M +32% 8.6k 483.96
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.7 $4.0M -3% 80k 50.23
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Analog Devices (ADI) 0.7 $3.9M -8% 20k 197.92
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Bank of New York Mellon Corporation (BK) 0.7 $3.8M -12% 81k 46.73
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Becton, Dickinson and (BDX) 0.6 $3.7M 15k 243.78
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $3.7M +2% 10k 356.59
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $3.4M -4% 71k 47.24
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Eli Lilly & Co. (LLY) 0.6 $3.3M +6% 5.7k 582.81
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Interpublic Group of Companies (IPG) 0.6 $3.3M -4% 105k 31.55
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T. Rowe Price (TROW) 0.6 $3.3M -9% 32k 101.12
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Exxon Mobil Corporation (XOM) 0.6 $3.3M -3% 33k 98.04
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McDonald's Corporation (MCD) 0.5 $3.1M +3% 11k 272.73
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Msc Indl Direct Cl A (MSM) 0.5 $3.0M -5% 32k 93.02
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.5 $3.0M -7% 29k 101.19
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $2.9M +676% 13k 234.04
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Constellation Brands Cl A (STZ) 0.5 $2.8M -6% 13k 217.39
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Ishares Tr Core S&p500 Etf (IVV) 0.5 $2.8M +1131% 5.9k 478.26
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Alphabet Cap Stk Cl A (GOOGL) 0.5 $2.7M +7% 19k 139.66
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Us Bancorp Del Com New (USB) 0.5 $2.6M -9% 68k 38.96
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Ishares Tr MRGSTR MD CP GRW (IMCG) 0.5 $2.6M +3% 53k 50.00
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Ishares Tr Exponential Tech (XT) 0.5 $2.6M +23% 44k 59.85
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Blackstone Group Inc Com Cl A (BX) 0.4 $2.5M +3% 19k 130.87
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Meta Platforms Cl A (META) 0.4 $2.5M +7% 7.0k 353.96
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Merck & Co (MRK) 0.4 $2.4M 23k 106.38
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $2.3M +4% 21k 111.11
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Emerson Electric (EMR) 0.4 $2.3M -2% 26k 90.91
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Evercore Class A (EVR) 0.4 $2.3M -5% 14k 170.32
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Kla Corp Com New (KLAC) 0.4 $2.3M -7% 4.1k 555.56
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Applied Materials (AMAT) 0.4 $2.2M -5% 14k 162.00
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Eastman Chemical Company (EMN) 0.4 $2.1M -6% 28k 76.92
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Capital One Financial (COF) 0.4 $2.1M 16k 128.36
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Williams-Sonoma (WSM) 0.4 $2.1M -3% 10k 200.44
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Ishares Tr National Mun Etf (MUB) 0.3 $2.0M +2% 18k 108.37
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Pepsi (PEP) 0.3 $2.0M +2% 16k 125.00
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Cisco Systems (CSCO) 0.3 $1.9M -2% 38k 50.50
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CVS Caremark Corporation (CVS) 0.3 $1.9M 26k 72.73
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NVIDIA Corporation (NVDA) 0.3 $1.9M +6% 3.8k 495.03
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Fortis (FTS) 0.3 $1.9M -9% 46k 41.12
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Novo-nordisk A S Adr (NVO) 0.3 $1.9M -5% 18k 103.43
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Lowe's Companies (LOW) 0.3 $1.9M -6% 8.6k 218.27
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.8M -4% 3.9k 475.22
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Tesla Motors (TSLA) 0.3 $1.8M +13% 7.3k 248.43
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Air Products & Chemicals (APD) 0.3 $1.8M 6.6k 273.76
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Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.3 $1.8M +3% 34k 52.78
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.3 $1.8M -2% 29k 61.93
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.8M -26% 35k 51.04
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.3 $1.7M NEW 37k 45.75
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Ishares Tr Factors Us Gro (STLG) 0.3 $1.7M NEW 42k 39.77
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $1.7M 59k 28.63
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.3 $1.6M -29% 41k 40.23
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Skyworks Solutions (SWKS) 0.3 $1.5M -2% 13k 111.34
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Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.3 $1.5M 45k 32.64
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MercadoLibre (MELI) 0.2 $1.4M 914.00 1571.12
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Norfolk Southern (NSC) 0.2 $1.4M 6.1k 235.77
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $1.4M -16% 3.8k 376.74
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Procter & Gamble Company (PG) 0.2 $1.4M +8% 9.2k 146.48
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Union Pacific Corporation (UNP) 0.2 $1.3M 5.6k 242.94
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.3M 4.4k 303.07
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Allegion Ord Shs (ALLE) 0.2 $1.3M +14% 11k 125.00
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.3M +3% 3.2k 409.42
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $1.3M 12k 111.56
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.3M 5.3k 237.18
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Starbucks Corporation (SBUX) 0.2 $1.3M 13k 95.96
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Johnson & Johnson (JNJ) 0.2 $1.2M 7.9k 156.71
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Regeneron Pharmaceuticals (REGN) 0.2 $1.2M 1.4k 878.05
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Broadcom (AVGO) 0.2 $1.2M +8% 1.1k 1115.88
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $1.2M +11302% 5.6k 217.39
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Hubbell (HUBB) 0.2 $1.2M -9% 3.7k 328.73
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PPL Corporation (PPL) 0.2 $1.2M +9% 43k 27.09
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Ishares Tr Ibonds Dec24 Etf (IBDP) 0.2 $1.2M -19% 47k 24.90
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Chubb (CB) 0.2 $1.2M 5.1k 225.89
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $1.1M -12% 24k 46.60
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Wells Fargo & Company (WFC) 0.2 $1.1M +4% 26k 43.48
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Automatic Data Processing (ADP) 0.2 $1.1M -2% 4.8k 229.81
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Huntington Ingalls Inds (HII) 0.2 $1.1M NEW 4.2k 256.41
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Best Buy (BBY) 0.2 $1.1M 14k 77.18
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Apollo Global Mgmt (APO) 0.2 $1.1M +5% 11k 93.12
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Novartis Sponsored Adr (NVS) 0.2 $1.0M -3% 17k 58.82
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3M Company (MMM) 0.2 $1.0M -4% 9.9k 103.45
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Qualcomm (QCOM) 0.2 $974k -2% 6.7k 144.57
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Ishares Tr Core Div Grwth (DGRO) 0.2 $958k +78% 18k 53.80
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Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.2 $955k +303% 27k 35.29
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TJX Companies (TJX) 0.2 $954k -2% 11k 84.75
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Fmc Corp Com New (FMC) 0.2 $943k -2% 16k 60.24
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Domino's Pizza (DPZ) 0.2 $943k -7% 2.3k 408.70
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Wal-Mart Stores (WMT) 0.2 $939k +6% 6.0k 156.25
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Unilever Spon Adr New (UL) 0.2 $935k 19k 48.43
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SEI Investments Company (SEIC) 0.2 $922k -4% 15k 63.53
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Ishares Tr Eafe Grwth Etf (EFG) 0.2 $915k +414% 12k 78.95
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Enterprise Products Partners (EPD) 0.1 $867k 33k 26.34
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Abbvie (ABBV) 0.1 $856k -17% 5.5k 154.90
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Verizon Communications (VZ) 0.1 $854k 23k 37.66
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Vanguard World Mega Cap Index (MGC) 0.1 $846k 5.0k 169.23
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Vanguard Index Fds Growth Etf (VUG) 0.1 $843k -4% 2.7k 310.73
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $842k -45% 41k 20.43
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Toronto Dominion Bk Ont Com New (TD) 0.1 $791k -23% 13k 62.50
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $789k 1.0k 756.47
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Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) 0.1 $780k +7% 12k 67.94
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Boeing Company (BA) 0.1 $758k 2.9k 260.57
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Ishares Tr Call (Principal) (IBB) 0.1 $754k +8% 5.7k 133.33
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Deere & Company (DE) 0.1 $751k 1.9k 399.68
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Pfizer (PFE) 0.1 $751k -17% 26k 28.77
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UnitedHealth (UNH) 0.1 $745k +9% 1.4k 526.13
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Fortune Brands (FBIN) 0.1 $720k -16% 9.5k 76.09
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Gentex Corporation (GNTX) 0.1 $708k -8% 30k 23.26
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Mondelez Intl Cl A (MDLZ) 0.1 $688k +22% 9.7k 70.59
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Philip Morris International (PM) 0.1 $688k +8% 7.3k 94.00
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salesforce (CRM) 0.1 $648k +4% 2.5k 263.09
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $646k 19k 33.69
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United Parcel Service CL B (UPS) 0.1 $644k +9% 4.2k 153.85
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Trane Technologies SHS (TT) 0.1 $619k -7% 2.5k 243.51
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Ishares Tr Esg Adv Ttl Usd (EUSB) 0.1 $606k +6% 14k 43.19
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Fulton Financial (FULT) 0.1 $605k -14% 37k 16.45
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Ishares Tr Ibonds 24 Trm Hg (IBHD) 0.1 $600k -21% 26k 23.18
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Sanofi Sponsored Adr (SNY) 0.1 $595k 12k 49.69
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Ford Motor Company (F) 0.1 $576k -37% 47k 12.18
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Bristol Myers Squibb (BMY) 0.1 $572k -16% 11k 51.26
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $569k 3.3k 170.10
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $569k +7% 12k 47.67
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Vanguard World Esg Us Corp Bd (VCEB) 0.1 $567k +7% 9.0k 63.32
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Alphabet Cap Stk Cl C (GOOG) 0.1 $565k -12% 4.0k 140.83
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Walt Disney Company (DIS) 0.1 $562k -4% 6.2k 90.27
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $559k +3% 5.3k 105.37
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $557k -5% 5.9k 95.13
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Bowman Consulting Group (BWMN) 0.1 $545k 15k 35.47
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Servicenow (NOW) 0.1 $539k +21% 763.00 706.42
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $539k +20500% 1.2k 436.08
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Quest Diagnostics Incorporated (DGX) 0.1 $523k -4% 4.1k 126.44
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International Business Machines (IBM) 0.1 $515k +19% 3.2k 163.28
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Home Depot (HD) 0.1 $505k +28% 1.5k 346.13
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Spdr Ser Tr S&p Biotech (XBI) 0.1 $504k +30% 5.6k 89.27
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $500k 2.3k 213.31
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $499k -2% 2.3k 218.09
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General Electric Com New (GE) 0.1 $495k +7% 3.9k 127.45
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Uber Technologies (UBER) 0.1 $473k +59% 7.7k 61.53
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Chevron Corporation (CVX) 0.1 $469k 3.1k 148.98
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Goldman Sachs (GS) 0.1 $454k -27% 1.2k 376.34
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Ishares U S Etf Tr Blackrock Short (MEAR) 0.1 $448k 9.0k 49.90
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Spdr Ser Tr S&p Regl Bkg (KRE) 0.1 $448k +36% 8.6k 52.37
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Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) 0.1 $441k -7% 7.2k 60.99
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Paramount Global Class B Com (PARA) 0.1 $435k -4% 29k 14.79
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Boston Scientific Corporation (BSX) 0.1 $435k +2% 7.5k 57.80
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At&t (T) 0.1 $435k -7% 26k 16.75
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Microchip Technology (MCHP) 0.1 $432k +50% 4.9k 88.61
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Provident Financial Services (PFS) 0.1 $427k -12% 24k 18.03
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Caterpillar (CAT) 0.1 $426k +4% 1.4k 295.63
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Ishares Tr Select Divid Etf (DVY) 0.1 $418k 3.6k 117.09
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $408k 4.0k 102.98
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $399k 2.1k 186.36
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $397k -17% 11k 35.12
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PNC Financial Services (PNC) 0.1 $382k 2.5k 154.84
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Truist Financial Corp equities (TFC) 0.1 $381k -79% 10k 36.89
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Ishares Tr Ibonds 25 Trm Hg (IBHE) 0.1 $380k -5% 17k 23.04
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $380k +7% 5.0k 75.41
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Vanguard World Fds Consum Dis Etf (VCR) 0.1 $360k 1.2k 303.80
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Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.1 $359k -12% 15k 24.74
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Illinois Tool Works (ITW) 0.1 $359k 1.4k 261.85
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Adobe Systems Incorporated (ADBE) 0.1 $355k +29% 595.00 596.64
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $348k 4.5k 77.63
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Mastercard Incorporated Cl A (MA) 0.1 $348k +27% 816.00 426.47
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Anthem (ELV) 0.1 $347k +2% 798.00 434.78
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Coca-Cola Company (KO) 0.1 $344k +34% 5.9k 58.79
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Yum! Brands (YUM) 0.1 $337k 2.6k 130.32
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Costco Wholesale Corporation (COST) 0.1 $333k +23% 505.00 659.41
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Cummins (CMI) 0.1 $332k 1.4k 239.54
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Bank of America Corporation (BAC) 0.1 $332k +14% 9.9k 33.65
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $331k -20% 1.4k 231.96
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Oracle Corporation (ORCL) 0.1 $325k +30% 3.1k 105.38
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Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $322k 14k 23.89
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Fresenius Medical Care Sponsored Adr (FMS) 0.1 $319k -3% 15k 20.81
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Baxter International (BAX) 0.1 $312k -4% 8.1k 38.59
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Corning Incorporated (GLW) 0.1 $312k -19% 10k 30.45
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $310k -12% 2.5k 124.60
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Etf Ser Solutions Defiance Next (FIVG) 0.1 $307k -66% 8.6k 35.82
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CSX Corporation (CSX) 0.1 $304k 9.0k 33.90
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Intel Corporation (INTC) 0.1 $300k +4% 6.0k 50.22
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Chemed Corp Com Stk (CHE) 0.1 $292k 499.00 585.17
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $289k -18% 6.1k 47.52
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Netflix (NFLX) 0.0 $284k +16% 584.00 486.30
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Spdr Ser Tr Portfolio Agrgte (SPAB) 0.0 $283k +856% 11k 25.56
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Pioneer Natural Resources (PXD) 0.0 $283k +9% 1.3k 213.33
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Global X Fds Us Infr Dev Etf (PAVE) 0.0 $276k -71% 8.0k 34.36
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $269k +5% 11k 24.42
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American Express Company (AXP) 0.0 $268k +22% 1.4k 187.02
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $266k 2.3k 113.77
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Ss&c Technologies Holding (SSNC) 0.0 $266k -4% 4.4k 61.08
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Cigna Corp (CI) 0.0 $264k -12% 883.00 298.98
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Select Sector Spdr Tr Technology (XLK) 0.0 $255k 1.3k 192.45
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Mongodb Cl A (MDB) 0.0 $244k +5% 597.00 408.71
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Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.0 $239k NEW 10k 23.19
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.0 $239k 12k 20.87
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Kroger (KR) 0.0 $239k +97% 5.7k 42.25
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Veeva Sys Cl A Com (VEEV) 0.0 $235k +22% 1.2k 191.99
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Morgan Stanley Com New (MS) 0.0 $232k -24% 2.5k 93.14
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Paychex (PAYX) 0.0 $230k +3% 1.9k 118.62
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Visa Com Cl A (V) 0.0 $227k +6% 873.00 260.02
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Northrop Grumman Corporation (NOC) 0.0 $227k +10% 485.00 468.04
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $224k -11% 3.6k 61.67
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Fifth Third Ban (FITB) 0.0 $222k -11% 6.4k 34.48
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Ishares Tr S&P SML 600 GWT (IJT) 0.0 $222k 1.8k 124.72
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J P Morgan Exchange Traded F Betabuilders Us (BBAG) 0.0 $221k +17% 4.8k 46.44
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Minerals Technologies (MTX) 0.0 $217k -3% 3.1k 70.98
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $214k 2.4k 88.32
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Wisdomtree Tr Intl Equity Fd (DWM) 0.0 $210k 4.0k 52.32
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $202k 4.4k 46.42
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Edwards Lifesciences (EW) 0.0 $192k +13% 2.5k 76.04
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Robert Half International (RHI) 0.0 $189k -23% 2.2k 87.25
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Ishares Tr Us Hlthcare Etf (IYH) 0.0 $187k NEW 654.00 285.93
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Texas Instruments Incorporated (TXN) 0.0 $186k -2% 1.3k 142.86
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Nike CL B (NKE) 0.0 $186k +13% 1.7k 108.27
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Sonic Automotive Cl A (SAH) 0.0 $184k -10% 3.3k 56.06
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Duke Energy Corp Com New (DUK) 0.0 $183k +12% 1.9k 96.77
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Cme (CME) 0.0 $182k 867.00 209.92
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Public Storage (PSA) 0.0 $181k +3% 595.00 304.20
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Nextera Energy (NEE) 0.0 $181k 3.0k 60.58
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Ishares Tr Core Msci Total (IXUS) 0.0 $176k NEW 2.7k 64.63
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Travelers Companies (TRV) 0.0 $176k +68% 929.00 189.45
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Janus Detroit Str Tr Hendersn Cap Etf (JSML) 0.0 $172k +22% 2.9k 58.96
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Cheniere Energy Com New (LNG) 0.0 $172k +5% 1.0k 170.47
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Vanguard World Fds Utilities Etf (VPU) 0.0 $170k +148% 1.2k 136.77
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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