Valley National Advisers Inc Purchases in Q1 2025

Valley National Advisers Inc

  • $554 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
19.7K
+ 25.86%
$167.73 - $179.21 $3.31M - $3.54M
96K $16.6M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
48K
+ 12.5%
$44.41 - $45.98 $2.13M - $2.21M
432K $19.7M
DFAI
Dimensional ETF Tr

ETFs
73.1K
+ 128.73%
$28.88 - $32.4 $2.11M - $2.37M
130K $4.06M
IGV
Ishares Expanded Tech Software

ETFs
20.4K
+ 3890.67%
$88.3 - $107.83 $1.8M - $2.2M
21K $1.86M
VONG
Vanguard Russell 1000 Growth E

ETFs
18.7K
+ 1017.87%
$92.71 - $107.38 $1.74M - $2.01M
20.6K $1.91M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.58K
+ 224.11%
$468.34 - $539.52 $1.68M - $1.93M
5.18K $2.43M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$663000.0 - $801950.0 $1.33M - $1.6M
2 $1.6M
AMZA
Etfis Ser Tr I

ETFs
25.7K
+ 466.22%
$43.54 - $48.7 $1.12M - $1.25M
31.2K $1.48M
BKR
Baker Hughes CO

Energy
27.7K
New
$41.16 - $48.85 $1.14M - $1.35M
27.7K $1.22M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
6.05K
+ 256.69%
$211.47 - $267.17 $1.28M - $1.62M
8.4K $1.78M
ORCL
Oracle Corp

Technology
7.73K
+ 654.11%
$139.81 - $186.47 $1.08M - $1.44M
8.91K $1.25M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
15.6K
+ 176.02%
$62.72 - $71.92 $976K - $1.12M
24.4K $1.54M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
11
+ 0.12%
$442.66 - $534.52 $4.87K - $5.88K
9.08K $4.84M
MRK
Merck & Co., Inc.

Healthcare
9.11K
+ 86.12%
$83.01 - $101.02 $756K - $920K
19.7K $1.77M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
16.9K
+ 14.06%
$25.81 - $28.52 $437K - $483K
137K $3.78M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.96K
+ 1.96%
$27.01 - $28.54 $242K - $256K
465K $13M
BOND
Pimco Active Bond Exchange Tra

ETFs
3.07K
+ 2.88%
$89.27 - $92.9 $274K - $285K
110K $10.2M
ABC
Amerisourcebergen Corp

Healthcare
159
+ 2.07%
N/A
7.84K $2.18M
DE
Deere & CO

Industrials
771
+ 44.57%
$408.57 - $509.27 $315K - $393K
2.5K $1.17M
XOM
Exxon Mobil Corp

Energy
1.4K
+ 6.53%
$105.44 - $118.93 $148K - $166K
22.8K $2.71M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
3.7K
+ 8.64%
$94.87 - $96.11 $351K - $356K
46.5K $4.46M
MCD
Mcdonalds Corp

Consumer Cyclical
263
+ 2.06%
$279.74 - $321.29 $73.6K - $84.5K
13K $4.07M
CAH
Cardinal Health Inc

Healthcare
367
+ 2.29%
$118.02 - $137.77 $43.3K - $50.6K
16.4K $2.25M
DRI
Darden Restaurants Inc

Consumer Cyclical
229
+ 1.97%
$180.02 - $208.56 $41.2K - $47.8K
11.9K $2.47M
DVN
Devon Energy Corp

Energy
1.72K
+ 3.73%
$33.15 - $38.55 $57K - $66.3K
47.8K $1.79M
WMB
Williams Companies, Inc.

Energy
631
+ 1.48%
$54.02 - $61.09 $34.1K - $38.5K
43.2K $2.58M
UBER
Uber Technologies, Inc

Technology
2.66K
+ 39.57%
$63.17 - $81.49 $168K - $217K
9.38K $683K
PPL
Ppl Corp

Utilities
3.83K
+ 10.59%
$31.68 - $36.11 $121K - $138K
40K $1.45M
BMY
Bristol Myers Squibb CO

Healthcare
2.02K
+ 6.35%
$53.9 - $63.11 $109K - $128K
33.9K $2.07M
PM
Philip Morris International Inc.

Consumer Defensive
16
+ 0.24%
$117.15 - $158.79 $1.87K - $2.54K
6.82K $1.08M
LLY
Eli Lilly & CO

Healthcare
16
+ 0.35%
$725.72 - $929.72 $11.6K - $14.9K
4.59K $3.79M
AZN
Astrazeneca PLC

Healthcare
949
+ 4.04%
$65.37 - $77.96 $62K - $74K
24.4K $1.79M
CTAS
Cintas Corp

Industrials
245
+ 2.75%
$182.09 - $208.14 $44.6K - $51K
9.15K $1.88M
ABBV
Abb Vie Inc.

Healthcare
406
+ 7.95%
$169.2 - $216.66 $68.7K - $88K
5.51K $1.15M
LNG
Cheniere Energy, Inc.

Energy
976
+ 97.02%
$209.32 - $253.66 $204K - $248K
1.98K $458K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.49K
+ 8.02%
$54.25 - $57.64 $244K - $259K
60.5K $3.33M
PJP
Invesco Exchange Traded Fd Tr

ETFs
2.36K
New
$81.43 - $87.33 $192K - $206K
2.36K $204K
FAST
Fastenal CO

Industrials
649
+ 2.46%
$71.11 - $79.98 $46.2K - $51.9K
27K $2.09M
EFG
Msci Eafe Growth ETF

ETFs
1.41K
+ 13.22%
$96.1 - $106.37 $135K - $150K
12K $1.2M
PAYC
Paycom Software, Inc.

Technology
109
+ 1.02%
$199.42 - $225.82 $21.7K - $24.6K
10.8K $2.36M
COST
Costco Wholesale Corp

Consumer Defensive
93
+ 3.81%
$890.62 - $1076.86 $82.8K - $100K
2.54K $2.4M
AVUV
American Centy ETF Tr Avantis

ETFs
1.77K
New
$84.95 - $100.62 $150K - $178K
1.77K $154K
KMI
Kinder Morgan, Inc.

Energy
1.65K
+ 1.81%
$26.1 - $31.22 $43.1K - $51.6K
92.9K $2.65M
AVEM
American Centy ETF Tr Avantis

ETFs
2.41K
New
$57.11 - $62.4 $138K - $150K
2.41K $144K
MA
Mastercard Inc

Financial Services
234
+ 59.24%
$504.67 - $576.31 $118K - $135K
629 $343K
RSP
Invesco S&P 500 Equal Weight E

ETFs
784
New
$169.43 - $182.84 $133K - $143K
784 $135K
PAVE
Global X Fds Us Infrastructure

ETFs
3.81K
+ 105.07%
$37.31 - $43.82 $142K - $167K
7.44K $280K
META
Meta Platforms, Inc.

Communication Services
367
+ 4.19%
$576.36 - $736.67 $212K - $270K
9.13K $5.26M
ARKG
Ark Genomic Revolution ETF (De

ETFs
6.37K
New
$20.76 - $29.81 $132K - $190K
6.37K $132K
Activity Summary
Buys All Purchases 377 New Holdings 79 Increased Positions 298 Sells All Sells 177 Reductions 177 Sold out 0 Options Calls 0 Puts 0
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