Valley National Advisers Inc has filed its 13F form on April 19, 2024 for Q1 2024 where it was disclosed a total value porftolio of $662 Million distributed in 1306 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $47.7M, Apple Inc. with a value of $25.5M, Schwab Strategic Tr Intl Eqty with a value of $25.3M, Microsoft Corp with a value of $25.1M, and Schwab Strategic Tr Us Broad M with a value of $21.3M.

Examining the 13F form we can see an increase of $31.6M in the current position value, from $630M to 662M.

Below you can find more details about Valley National Advisers Inc portfolio as well as his latest detailed transactions.

Portfolio value $662 Million
ETFs: $339 Million
Technology: $94.1 Million
Financial Services: $51 Million
Healthcare: $49.3 Million
Industrials: $37.9 Million
Consumer Cyclical: $27.7 Million
Communication Services: $23.2 Million
Consumer Defensive: $18.2 Million
Other: $18.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 1,306
  • Current Value $662 Million
  • Prior Value $630 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 19, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 127 stocks
  • Additional Purchases 411 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 356 stocks
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