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
BAC
Bank Of America Corp

Financial Services
883
+ 10.17%
$39.61 - $47.74 $35K - $42.2K
9.57K $398K
ETN
Eaton Corp PLC

Industrials
102
+ 56.35%
$271.83 - $371.23 $27.7K - $37.9K
283 $76K
NFLX
Netflix Inc

Communication Services
13
+ 13.27%
$828.4 - $1058.6 $10.8K - $13.8K
111 $103K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
306
+ 111.27%
$51.45 - $58.51 $15.7K - $17.9K
581 $30K
MMM
3 M CO

Industrials
7
+ 0.84%
$129.7 - $155.12 $908 - $1.09K
836 $122K
BP
Bp PLC

Energy
300
+ 27.96%
$29.93 - $35.31 $8.98K - $10.6K
1.37K $46K
FANG
Diamondback Energy, Inc.

Energy
103
+ 29.43%
$139.9 - $180.18 $14.4K - $18.6K
453 $72K
IR
Ingersoll Rand Inc.

Industrials
262
+ 36.49%
$79.44 - $94.23 $20.8K - $24.7K
980 $78K
WELL
Welltower Inc.

Real Estate
3
+ 0.59%
$124.05 - $156.86 $372 - $471
508 $77K
XYL
Xylem Inc.

Industrials
101
+ 84.87%
$114.02 - $132.04 $11.5K - $13.3K
220 $26K
SHW
Sherwin Williams CO

Basic Materials
36
+ 257.14%
$330.16 - $365.55 $11.9K - $13.2K
50 $17K
SYY
Sysco Corp

Consumer Defensive
630
+ 2.64%
$70.0 - $77.13 $44.1K - $48.6K
24.5K $1.84M
Gsk PLC
142
+ 9.06%
N/A
1.71K $66K
UHT
Universal Health Realty Income Trust

Real Estate
307
New
$35.13 - $42.02 $10.8K - $12.9K
307 $12K
HIG
Hartford Financial Services Group, Inc.

Financial Services
100
New
$106.31 - $123.73 $10.6K - $12.4K
100 $12K
AEP
American Electric Power CO Inc

Utilities
4
+ 0.55%
$90.32 - $109.27 $361 - $437
731 $79K
XLC
Select Sector Spdr Tr Communic

ETFs
114
+ 95.8%
$94.84 - $105.31 $10.8K - $12K
233 $22K
SLRC
Slr Investment Corp.

Financial Services
673
New
$16.18 - $17.82 $10.9K - $12K
673 $11K
VNT
Vontier Corp

Technology
342
New
$32.1 - $40.32 $11K - $13.8K
342 $11K
ICE
Intercontinental Exchange, Inc.

Financial Services
7
+ 1.74%
$142.8 - $176.36 $1K - $1.23K
409 $70K
CCAP
Crescent Capital Bdc, Inc.

Financial Services
600
New
$16.82 - $20.0 $10.1K - $12K
600 $10K
SHEL
Shell PLC

Energy
71
+ 16.03%
$62.84 - $73.29 $4.46K - $5.2K
514 $37K
HTGC
Hercules Capital, Inc.

Financial Services
556
+ 556.0%
$18.01 - $22.0 $10K - $12.2K
656 $12K
ASH
Ashland Global Holdings Inc

Basic Materials
153
New
$55.87 - $73.16 $8.55K - $11.2K
153 $9K
XLI
Industrial Sector Spdr

ETFs
76
+ 8.23%
$128.78 - $141.67 $9.79K - $10.8K
999 $130K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
125
+ 94.7%
$65.44 - $70.64 $8.18K - $8.83K
257 $17K
C
Citigroup Inc

Financial Services
132
+ 37.08%
$67.23 - $84.63 $8.87K - $11.2K
488 $34K
ED
Consolidated Edison Inc

Utilities
1
+ 0.25%
$88.0 - $110.59 $88 - $111
403 $44K
INTU
Intuit Inc

Technology
14
+ 31.82%
$555.63 - $630.23 $7.78K - $8.82K
58 $35K
HWM
Howmet Aerospace Inc.

Industrials
62
+ 167.57%
$110.79 - $139.39 $6.87K - $8.64K
99 $12K
EDAP
Edap Tms Sa

Healthcare
3.8K
New
$1.96 - $2.86 $7.45K - $10.9K
3.8K $7K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
96
New
$74.36 - $83.68 $7.14K - $8.03K
96 $7K
RIO
Rio Tinto PLC

Basic Materials
110
+ 36.67%
$58.19 - $64.29 $6.4K - $7.07K
410 $24K
OWL
Blue Owl Capital Inc.

Financial Services
452
+ 92.06%
$18.49 - $26.68 $8.36K - $12.1K
943 $18K
Atlassian Corporation
34
New
N/A
34 $7K
Exchange Traded Concepts Tru
200
New
N/A
200 $7K
ARES
Ares Management Corp

Financial Services
59
+ 89.39%
$140.19 - $198.28 $8.27K - $11.7K
125 $18K
MS
Morgan Stanley

Financial Services
196
+ 11.27%
$111.68 - $141.08 $21.9K - $27.7K
1.94K $225K
AXP
American Express CO

Financial Services
146
+ 12.46%
$255.39 - $325.87 $37.3K - $47.6K
1.32K $354K
XLU
Utilities Sector Spdr

ETFs
89
New
$74.7 - $80.27 $6.65K - $7.14K
89 $7K
ENB
Enbridge Inc

Energy
95
+ 5.89%
$41.54 - $45.45 $3.95K - $4.32K
1.71K $75K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
129
+ 114.16%
$47.79 - $59.89 $6.16K - $7.73K
242 $12K
ITT
Itt Inc.

Industrials
50
New
$128.71 - $153.88 $6.44K - $7.69K
50 $6K
VST
Vistra Corp.

Utilities
52
New
$108.49 - $191.89 $5.64K - $9.98K
52 $6K
Millrose Pptys Inc
231
New
N/A
231 $6K
Arm Holdings PLC
150
+ 24.47%
N/A
763 $81K
KKR
Kkr & Co. Inc.

Financial Services
213
+ 35.44%
$108.17 - $167.07 $23K - $35.6K
814 $94K
LEN
Lennar Corp

Consumer Cyclical
120
+ 34.68%
$113.93 - $141.54 $13.7K - $17K
466 $53K
FCX
Freeport Mcmoran Inc

Basic Materials
161
+ 203.8%
$34.5 - $43.01 $5.55K - $6.92K
240 $9K
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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