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
V
Visa Inc.

Financial Services
44
+ 5.91%
$306.92 - $362.71 $13.5K - $16K
789 $276K
IAU
Ishares Gold Trust

ETFs
680
New
$49.74 - $58.96 $33.8K - $40.1K
680 $40K
SCHG
Schwab Strategic Tr Us Large C

ETFs
77.1K
+ 11.55%
$24.91 - $29.02 $1.92M - $2.24M
744K $18.6M
AMD
Advanced Micro Devices Inc

Technology
513
+ 73.08%
$96.63 - $129.55 $49.6K - $66.5K
1.22K $124K
FNDB
Schwab Fundamental U S Broad M

ETFs
1.76K
+ 27.96%
$22.52 - $24.48 $39.5K - $43K
8.03K $184K
CARR
Carrier Global Corp

Industrials
603
+ 153.44%
$62.07 - $70.55 $37.4K - $42.5K
996 $63K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
147
+ 3.77%
$75.32 - $84.77 $11.1K - $12.5K
4.05K $330K
XLE
Energy Sector Spdr

ETFs
362
+ 1292.86%
$85.7 - $93.96 $31K - $34K
390 $36K
WTRG
Essential Utilities, Inc.

Utilities
850
New
$33.49 - $40.57 $28.5K - $34.5K
850 $33K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
400
New
$80.73 - $94.96 $32.3K - $38K
400 $33K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
142
+ 244.83%
$221.78 - $273.45 $31.5K - $38.8K
200 $45K
GLW
Corning Inc

Technology
759
+ 35.9%
$44.91 - $54.25 $34.1K - $41.2K
2.87K $131K
XLB
Select Sector Spdr Fd Material

ETFs
354
+ 180.61%
$83.19 - $90.99 $29.4K - $32.2K
550 $47K
STLD
Steel Dynamics Inc

Basic Materials
202
+ 48.1%
N/A
622 $77K
NOC
Northrop Grumman Corp

Industrials
28
+ 7.53%
$433.45 - $513.82 $12.1K - $14.4K
400 $204K
TXN
Texas Instruments Inc

Technology
195
+ 30.28%
N/A
839 $150K
WCN
Waste Connections, Inc.

Industrials
151
+ 232.31%
$169.89 - $195.19 $25.7K - $29.5K
216 $41K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
43
+ 35.25%
$402.49 - $513.76 $17.3K - $22.1K
165 $79K
SUB
Ishares Short Term National Mu

ETFs
289
New
$105.3 - $106.24 $30.4K - $30.7K
289 $30K
GLD
Spdr Gold Trust

ETFs
39
+ 9.82%
$243.19 - $288.14 $9.48K - $11.2K
436 $125K
GOOG
Alphabet Inc.

Communication Services
722
+ 29.93%
$156.06 - $207.71 $113K - $150K
3.13K $488K
MLM
Martin Marietta Materials Inc

Basic Materials
64
+ 193.94%
$460.39 - $552.64 $29.5K - $35.4K
97 $45K
MEAR
Blackrock Short Maturity Munic

ETFs
527
+ 10.24%
$49.97 - $50.36 $26.3K - $26.5K
5.67K $285K
TJX
Tjx Companies Inc

Consumer Cyclical
218
+ 7.83%
$112.81 - $126.16 $24.6K - $27.5K
3K $364K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
161
+ 151.89%
$80.53 - $147.57 $13K - $23.8K
267 $35K
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
765
+ 7.94%
$78.45 - $87.45 $60K - $66.9K
10.4K $827K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
511
New
$49.25 - $50.66 $25.2K - $25.9K
511 $25K
CDNS
Cadence Design Systems Inc

Technology
99
+ 707.14%
$233.96 - $324.52 $23.2K - $32.1K
113 $28K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
544
+ 1754.84%
$42.18 - $45.16 $22.9K - $24.6K
575 $25K
NSC
Norfolk Southern Corp

Industrials
77
+ 2.63%
$227.69 - $259.76 $17.5K - $20K
3K $710K
NUE
Nucor Corp

Basic Materials
202
New
$114.48 - $142.52 $23.1K - $28.8K
202 $24K
WM
Waste Management Inc

Industrials
2
+ 0.26%
$200.54 - $233.78 $401 - $468
781 $180K
CG
Carlyle Group Inc.

Financial Services
611
+ 111.9%
$40.03 - $56.96 $24.5K - $34.8K
1.16K $50K
TRV
Travelers Companies, Inc.

Financial Services
4
+ 0.48%
$232.43 - $265.13 $930 - $1.06K
833 $220K
PFE
Pfizer Inc

Healthcare
1.31K
+ 13.45%
$25.01 - $27.13 $32.7K - $35.5K
11K $279K
ITA
Ishares Tr

ETFs
134
+ 1340.0%
$144.84 - $159.5 $19.4K - $21.4K
144 $22K
NXPI
Nxp Semiconductors N.V.

Technology
126
+ 118.87%
$189.99 - $245.86 $23.9K - $31K
232 $43K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
472
+ 15.73%
$32.74 - $36.2 $15.5K - $17.1K
3.47K $121K
NEE
Nextera Energy Inc

Utilities
339
+ 10.52%
$66.96 - $76.16 $22.7K - $25.8K
3.56K $251K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
557
New
$33.84 - $37.77 $18.8K - $21K
557 $20K
MTB
M&T Bank Corp

Financial Services
107
New
$170.47 - $201.98 $18.2K - $21.6K
107 $19K
INTC
Intel Corp

Technology
540
+ 20.74%
$19.1 - $27.39 $10.3K - $14.8K
3.14K $71K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
148
New
$111.19 - $129.47 $16.5K - $19.2K
148 $19K
MPC
Marathon Petroleum Corp

Energy
105
+ 26.72%
$134.72 - $159.03 $14.1K - $16.7K
498 $72K
DD
Du Pont De Nemours, Inc.

Basic Materials
248
+ 145.03%
$72.7 - $84.32 $18K - $20.9K
419 $31K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
275
New
$67.43 - $75.54 $18.5K - $20.8K
275 $18K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
4.34K
+ 8.04%
$32.49 - $37.99 $141K - $165K
58.3K $1.95M
MPWR
Monolithic Power Systems Inc

Technology
72
+ 3.25%
$565.7 - $720.25 $40.7K - $51.9K
2.29K $1.33M
CTVA
Corteva, Inc.

Basic Materials
243
+ 85.87%
$55.94 - $66.15 $13.6K - $16.1K
526 $33K
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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