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
IEX
Idex Corp

Industrials
1
+ 2.56%
$178.23 - $224.31 $178 - $224
40 $7K
DXCM
Dexcom Inc

Healthcare
3
+ 2.48%
$67.74 - $90.75 $203 - $272
124 $8K
FRPT
Freshpet, Inc.

Consumer Defensive
4
+ 23.53%
$83.17 - $162.59 $333 - $650
21 $1K
DLR
Digital Realty Trust, Inc.

Real Estate
1
+ 5.88%
$142.1 - $183.56 $142 - $184
18 $2K
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
3
+ 0.56%
$42.69 - $52.91 $128 - $159
537 $23K
CEG
Constellation Energy Corp

Utilities
1
+ 1.89%
$201.63 - $347.44 $202 - $347
54 $10K
SPG
Simon Property Group Inc

Real Estate
1
+ 0.5%
$159.48 - $187.78 $159 - $188
203 $33K
ANSS
Ansys Inc

Technology
2
+ 2.0%
$316.56 - $360.36 $633 - $721
102 $32K
BTU
Peabody Energy Corp

Energy
1
+ 0.98%
$12.48 - $20.86 $12.5 - $20.9
103 $1K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
3
+ 3.0%
$18.53 - $29.07 $55.6 - $87.2
103 $1K
ACN
Accenture PLC

Technology
2
+ 3.03%
$300.91 - $398.25 $602 - $797
68 $21K
ITOT
Ishares Core S&P Total U.S. St

ETFs
4
+ 1.08%
$120.29 - $134.6 $481 - $538
374 $45K
SOXX
Ishares Semiconductor ETF

ETFs
35
+ 11.74%
$188.17 - $235.81 $6.59K - $8.25K
333 $62K
ACHR
Archer Aviation Inc.

Industrials
104
+ 10.4%
$6.8 - $11.51 $707 - $1.2K
1.1K $7K
HPQ
Hp Inc

Technology
100
+ 11.11%
$27.69 - $34.72 $2.77K - $3.47K
1K $27K
Arista Networks Inc
2
+ 4.17%
N/A
50 $3K
RJF
Raymond James Financial Inc

Financial Services
4
+ 2.33%
$137.62 - $172.64 $550 - $691
176 $24K
MSI
Motorola Solutions, Inc.

Technology
4
+ 2.56%
$411.73 - $482.1 $1.65K - $1.93K
160 $70K
AXON
Axon Enterprise, Inc.

Industrials
1
+ 1.82%
$496.65 - $710.01 $497 - $710
56 $29K
CF
Cf Industries Holdings, Inc.

Basic Materials
11
+ 2.2%
$75.03 - $97.25 $825 - $1.07K
511 $39K
DECK
Deckers Outdoor Corp

Consumer Cyclical
4
+ 10.26%
$111.56 - $223.11 $446 - $892
43 $4K
PEG
Public Service Enterprise Group Inc

Utilities
9
+ 0.5%
$78.2 - $90.39 $704 - $814
1.82K $149K
DHR
Danaher Corp

Healthcare
12
+ 3.83%
$201.62 - $250.59 $2.42K - $3.01K
325 $66K
CSX
Csx Corp

Industrials
345
+ 6.22%
$29.11 - $33.67 $10K - $11.6K
5.9K $173K
DAL
Delta Air Lines, Inc.

Industrials
3
+ 0.97%
$43.6 - $69.06 $131 - $207
313 $13K
GIS
General Mills Inc

Consumer Defensive
1
+ 0.06%
$57.56 - $65.3 $57.6 - $65.3
1.6K $95K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1
+ 0.39%
$203.38 - $274.79 $203 - $275
255 $52K
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.2%
$183.02 - $207.75 $183 - $208
491 $91K
PRU
Prudential Financial Inc

Financial Services
6
+ 0.6%
$105.04 - $122.33 $630 - $734
1K $112K
HPE
Hewlett Packard Enterprise CO

Technology
101
+ 7.1%
$14.77 - $24.42 $1.49K - $2.47K
1.52K $23K
ABNB
Airbnb, Inc.

Consumer Cyclical
7
+ 1.19%
$119.38 - $161.42 $836 - $1.13K
594 $70K
ITW
Illinois Tool Works Inc

Industrials
2
+ 0.15%
$244.9 - $274.48 $490 - $549
1.33K $329K
ET
Energy Transfer LP

Energy
20
+ 0.19%
$17.26 - $21.08 $345 - $422
10.6K $197K
TMO
Thermo Fisher Scientific Inc.

Healthcare
123
+ 3.96%
$497.6 - $606.74 $61.2K - $74.6K
3.23K $1.61M
AFRM
Affirm Holdings, Inc.

Technology
103
+ 10.2%
$43.7 - $80.98 $4.5K - $8.34K
1.11K $50K
ROK
Rockwell Automation, Inc

Industrials
1
+ 0.22%
$255.29 - $303.75 $255 - $304
461 $119K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
132
+ 10.65%
$634.14 - $744.83 $83.7K - $98.3K
1.37K $869K
COIN
Coinbase Global, Inc.

Technology
20
+ 9.71%
$172.23 - $301.3 $3.44K - $6.03K
226 $38K
BFLY
Butterfly Network, Inc.

Healthcare
1.1K
+ 5.21%
$2.28 - $4.82 $2.51K - $5.3K
22.2K $50K
TGT
Target Corp

Consumer Defensive
18
+ 2.87%
$103.65 - $142.5 $1.87K - $2.57K
646 $67K
AVY
Avery Dennison Corp

Industrials
316
+ 3.67%
$174.58 - $195.91 $55.2K - $61.9K
8.92K $1.59M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
286
+ 3.41%
N/A
8.68K $369K
HUBB
Hubbell Inc

Industrials
1
+ 0.27%
$330.91 - $456.86 $331 - $457
370 $122K
PNC
Pnc Financial Services Group, Inc.

Financial Services
4
+ 0.2%
$168.84 - $202.89 $675 - $812
2.01K $353K
HD
Home Depot, Inc.

Consumer Cyclical
213
+ 3.83%
$347.25 - $424.87 $74K - $90.5K
5.77K $2.11M
VTI
Vanguard Total Stock Market Et

ETFs
106
+ 2.02%
$271.18 - $303.12 $28.7K - $32.1K
5.35K $1.47M
ODFL
Old Dominion Freight Line, Inc.

Industrials
315
+ 3.3%
$161.13 - $209.29 $50.8K - $65.9K
9.87K $1.63M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
192
+ 1.76%
$175.5 - $209.86 $33.7K - $40.3K
11.1K $2.01M
SCHX
Schwab Strategic Tr Us Large C

ETFs
83.1K
+ 4.83%
$21.75 - $24.28 $1.81M - $2.02M
1.8M $39.8M
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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