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
IPKW
Invesco ETF Tr Ii Internationa

ETFs
2.77K
New
$39.44 - $47.66 $109K - $132K
2.77K $126K
EPD
Enterprise Products Partners L.P.

Energy
22
+ 0.05%
$31.75 - $34.14 $699 - $751
43K $1.47M
IHDG
Wisdomtree Tr

ETFs
2.73K
+ 10.03%
$43.4 - $47.51 $119K - $130K
30K $1.3M
RTX
Raytheon Technologies Corp

Industrials
764
+ 91.83%
$114.1 - $135.66 $87.2K - $104K
1.6K $211K
VEA
Vanguard Ftse Developed Market

ETFs
2.21K
+ 8188.89%
$47.4 - $52.99 $105K - $117K
2.24K $113K
AVDV
American Centy ETF Tr Avantis

ETFs
1.61K
New
$63.74 - $71.96 $103K - $116K
1.61K $112K
XLF
Financial Sector Spdr

ETFs
2.2K
+ 502.97%
$47.32 - $52.19 $104K - $115K
2.64K $131K
KRE
Spdr S&P Regional Banking ETF

ETFs
2.06K
+ 69.15%
$55.11 - $65.5 $114K - $135K
5.04K $286K
HDV
Ishares Core High Dividend ETF

ETFs
720
+ 31.9%
$110.86 - $121.12 $79.8K - $87.2K
2.98K $359K
FDL
First Tr Morningstar Dividend

ETFs
1.96K
+ 57.74%
$39.69 - $43.83 $77.6K - $85.7K
5.34K $231K
DGRO
Ishares Core Dividend Growth E

ETFs
1.4K
+ 8.82%
$60.46 - $64.42 $84.7K - $90.3K
17.3K $1.07M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.8K
+ 260.26%
$51.26 - $52.53 $92.3K - $94.6K
2.49K $128K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
627
+ 7.06%
$126.11 - $135.06 $79.1K - $84.7K
9.51K $1.23M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
1.76K
+ 51.89%
$46.86 - $50.66 $82.3K - $89K
5.14K $248K
FDVV
Fidelity High Dividend ETF

ETFs
1.71K
+ 31.32%
$48.86 - $52.28 $83.7K - $89.6K
7.18K $355K
MUB
Ishares National Muni Bond ETF

ETFs
787
+ 222.32%
$104.71 - $107.69 $82.4K - $84.8K
1.14K $120K
CGDV
Capital Group Divid Value ETF

ETFs
2.24K
+ 41.97%
$34.95 - $37.36 $78.3K - $83.7K
7.58K $269K
VOE
Vanguard Mid Cap Value Index F

ETFs
646
+ 3.52%
$156.61 - $168.02 $101K - $109K
19K $3.05M
COP
Conocophillips

Energy
717
+ 58.58%
$88.6 - $105.85 $63.5K - $75.9K
1.94K $202K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
867
New
$89.18 - $104.04 $77.3K - $90.2K
867 $79K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
4.38K
New
$16.76 - $17.69 $73.5K - $77.5K
4.38K $73K
Ishares Bitcoin Trust ETF
1.75K
+ 98.15%
N/A
3.54K $165K
ADBE
Adobe Inc.

Technology
247
+ 62.53%
$377.84 - $464.11 $93.3K - $115K
642 $246K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
1.64K
+ 50.73%
$33.63 - $37.64 $55K - $61.6K
4.86K $178K
OTIS
Otis Worldwide Corp

Industrials
644
+ 340.74%
$90.77 - $104.01 $58.5K - $67K
833 $85K
SO
Southern CO

Utilities
694
+ 159.91%
$80.96 - $92.96 $56.2K - $64.5K
1.13K $102K
GE
General Electric CO

Industrials
71
+ 4.62%
$168.59 - $212.13 $12K - $15.1K
1.61K $321K
BSX
Boston Scientific Corp

Healthcare
602
+ 152.41%
$89.38 - $106.18 $53.8K - $63.9K
997 $100K
UNH
Unitedhealth Group Inc

Healthcare
88
+ 7.81%
$461.52 - $548.18 $40.6K - $48.2K
1.22K $635K
FISV
Fiserv Inc

Technology
279
+ 192.41%
N/A
424 $92K
ISRG
Intuitive Surgical Inc

Healthcare
130
+ 216.67%
$476.63 - $610.45 $62K - $79.4K
190 $93K
PGR
Progressive Corp

Financial Services
198
+ 159.68%
$235.61 - $291.22 $46.7K - $57.7K
322 $90K
Linde PLC
119
+ 96.75%
N/A
242 $111K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
1.94K
New
$28.25 - $31.5 $54.7K - $61K
1.94K $57K
REET
Ishares Global Reit ETF

ETFs
2.37K
New
$23.24 - $25.16 $55.2K - $59.7K
2.37K $57K
AJG
Arthur J. Gallagher & Co.

Financial Services
148
+ 162.64%
$275.89 - $345.24 $40.8K - $51.1K
239 $81K
MDLZ
Mondelez International, Inc.

Consumer Defensive
70
+ 1.2%
$56.12 - $68.15 $3.93K - $4.77K
5.9K $400K
FLQH
Franklin Templeton Libertyq In

ETFs
1.53K
New
N/A
1.53K $49K
VEEV
Veeva Systems Inc

Healthcare
28
+ 1.43%
$210.58 - $246.8 $5.9K - $6.91K
1.98K $459K
QCOM
Qualcomm Inc

Technology
315
+ 2.05%
$151.94 - $175.86 $47.9K - $55.4K
15.7K $2.41M
BKNG
Booking Holdings Inc.

Consumer Cyclical
11
+ 157.14%
$4295.4 - $5141.88 $47.2K - $56.6K
18 $84K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.77K
+ 84.88%
$25.77 - $27.6 $45.7K - $49K
3.86K $102K
PSX
Phillips 66

Energy
305
+ 34.7%
$113.93 - $131.55 $34.7K - $40.1K
1.18K $146K
IZRL
Ark ETF Tr Israel Innovative T

ETFs
2.19K
New
$21.45 - $25.3 $47K - $55.4K
2.19K $46K
CI
Cigna Corp

Healthcare
14
+ 1.9%
$274.49 - $329.0 $3.84K - $4.61K
749 $246K
SYK
Stryker Corp

Healthcare
107
+ 68.59%
$355.18 - $399.9 $38K - $42.8K
263 $98K
Morgan Stanley ETF Trust
750
New
N/A
750 $42K
SCHR
Schwab Intermediate Term Us Tr

ETFs
1.69K
New
$24.05 - $24.86 $40.6K - $42K
1.69K $42K
SPGI
S&P Global Inc.

Financial Services
81
+ 225.0%
$478.26 - $543.77 $38.7K - $44K
117 $58K
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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