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
RMD
Resmed Inc

Healthcare
185
+ 2.54%
$219.7 - $257.65 $40.6K - $47.7K
7.46K $1.67M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
122
New
$45.62 - $51.12 $5.57K - $6.24K
122 $6K
WY
Weyerhaeuser CO

Real Estate
23
+ 0.55%
$27.29 - $31.39 $628 - $722
4.22K $123K
SLB
Schlumberger Limited

Energy
6
+ 0.54%
$38.4 - $43.74 $230 - $262
1.13K $47K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
81
+ 0.83%
$24.6 - $24.99 $1.99K - $2.02K
9.86K $246K
MRNA
Moderna, Inc.

Healthcare
365
+ 92.64%
$28.35 - $47.53 $10.3K - $17.3K
759 $21K
OXY
Occidental Petroleum Corp

Energy
116
+ 57.14%
$45.45 - $52.7 $5.27K - $6.11K
319 $15K
ALL
Allstate Corp

Financial Services
1
+ 0.33%
$180.99 - $210.18 $181 - $210
307 $63K
DOW
Dow Inc.

Basic Materials
240
+ 34.99%
$34.36 - $41.92 $8.25K - $10.1K
926 $32K
QBTS
D Wave Quantum Inc.

Technology
600
New
$3.83 - $11.18 $2.3K - $6.71K
600 $4K
HCA
Hca Healthcare, Inc.

Healthcare
1
+ 1.37%
$296.7 - $345.55 $297 - $346
74 $25K
Ge Healthcare Technologies I
28
+ 5.18%
N/A
569 $45K
ESEA
Euroseas Ltd.

Industrials
100
New
$29.84 - $37.35 $2.98K - $3.74K
100 $3K
ONCY
Oncolytics Biotech Inc

Healthcare
5.85K
New
$0.55 - $0.93 $3.22K - $5.44K
5.85K $3K
AMT
American Tower Corp

Real Estate
2
+ 2.63%
$173.46 - $217.6 $347 - $435
78 $16K
BE
Bloom Energy Corp

Industrials
200
+ 34.78%
$19.66 - $29.81 $3.93K - $5.96K
775 $15K
FOUR
Shift4 Payments, Inc.

Technology
125
+ 41.67%
$81.71 - $125.66 $10.2K - $15.7K
425 $34K
LHX
L3 Harris Technologies, Inc.

Industrials
11
+ 47.83%
$194.65 - $222.86 $2.14K - $2.45K
34 $7K
XLY
Select Sector Spdr Consumer Di

ETFs
96
+ 16.55%
$192.6 - $233.2 $18.5K - $22.4K
676 $133K
ALLY
Ally Financial Inc.

Financial Services
101
New
$32.99 - $40.09 $3.33K - $4.05K
101 $3K
TPG
Tpg Inc.

Financial Services
179
+ 45.32%
$46.15 - $69.77 $8.26K - $12.5K
574 $27K
CL
Colgate Palmolive CO

Consumer Defensive
7
+ 0.85%
$85.68 - $97.5 $600 - $683
827 $77K
MKC
Mccormick & CO Inc

Consumer Defensive
7
+ 3.5%
$71.24 - $84.73 $499 - $593
207 $17K
O
Realty Income Corp

Real Estate
5
+ 1.3%
$51.67 - $58.49 $258 - $292
390 $22K
SONY
Sony Group Corp

Technology
95
New
$19.88 - $25.64 $1.89K - $2.44K
95 $2K
EXC
Exelon Corp

Utilities
9
+ 5.03%
$37.3 - $46.08 $336 - $415
188 $8K
EVRG
Evergy, Inc.

Utilities
4
+ 1.34%
$59.9 - $69.52 $240 - $278
303 $20K
RDVT
Red Violet, Inc.

Technology
75
New
$33.88 - $43.16 $2.54K - $3.24K
75 $2K
DNUT
Krispy Kreme, Inc.

Consumer Defensive
500
New
$4.92 - $9.82 $2.46K - $4.91K
500 $2K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
588
+ 1.54%
$55.41 - $60.74 $32.6K - $35.7K
38.8K $2.19M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
9
New
$208.48 - $244.03 $1.88K - $2.2K
9 $2K
GSL
Global Ship Lease, Inc.

Industrials
103
New
$21.1 - $23.88 $2.17K - $2.46K
103 $2K
JCI
Johnson Controls International PLC

Industrials
3
+ 0.3%
$76.12 - $90.6 $228 - $272
987 $79K
PFG
Principal Financial Group Inc

Financial Services
6
+ 2.61%
$76.34 - $89.04 $458 - $534
236 $19K
WMT
Walmart Inc.

Consumer Defensive
364
+ 3.12%
$84.5 - $105.05 $30.8K - $38.2K
12K $1.06M
AON
Aon PLC

Financial Services
3
+ 7.14%
$348.44 - $409.32 $1.05K - $1.23K
45 $17K
JKHY
Henry Jack & Associates Inc

Technology
4
+ 1.62%
$166.47 - $191.28 $666 - $765
251 $45K
TYL
Tyler Technologies Inc

Technology
2
New
$553.41 - $646.74 $1.11K - $1.29K
2 $1K
STT
State Street Corp

Financial Services
12
New
$84.47 - $102.23 $1.01K - $1.23K
12 $1K
KMB
Kimberly Clark Corp

Consumer Defensive
2
+ 7.69%
$124.46 - $147.4 $249 - $295
28 $4K
RSG
Republic Services, Inc.

Industrials
5
New
$200.09 - $242.16 $1K - $1.21K
5 $1K
SNPS
Synopsys Inc

Technology
3
New
$428.58 - $551.54 $1.29K - $1.65K
3 $1K
HSY
Hershey CO

Consumer Defensive
6
+ 11.11%
$144.74 - $186.36 $868 - $1.12K
60 $10K
GPC
Genuine Parts CO

Consumer Cyclical
8
+ 40.0%
$115.91 - $129.02 $927 - $1.03K
28 $3K
OGN
Organon & Co.

Healthcare
81
New
$14.29 - $16.41 $1.16K - $1.33K
81 $1K
IBHE
Ishares Ibonds 2025 Term High

ETFs
35
+ 1.1%
$23.16 - $23.32 $811 - $816
3.23K $75K
TSN
Tyson Foods, Inc.

Consumer Defensive
16
New
$54.27 - $63.81 $868 - $1.02K
16 $1K
PTC
Ptc Inc.

Technology
10
New
$153.3 - $193.48 $1.53K - $1.93K
10 $1K
Te Connectivity PLC
4
+ 36.36%
N/A
15 $2K
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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