Valley National Advisers Inc Incresed Positions in Q2 2025

Valley National Advisers Inc

  • $613 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
46.2K
+ 2.56%
$19.6 - $24.44 $905K - $1.13M
1.85M $45.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
50.6K
+ 6.79%
$22.27 - $29.21 $1.13M - $1.48M
795K $23.2M
STLG
Ishares Factors Us Growth Styl

ETFs
30.8K
+ 17.26%
N/A
209K $12.6M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7.58K
+ 0.69%
$19.1 - $23.83 $145K - $181K
1.11M $26.5M
PM
Philip Morris International Inc.

Consumer Defensive
13.4K
+ 197.21%
$149.23 - $184.95 $2.01M - $2.49M
20.3K $3.69M
AVGO
Broadcom Inc.

Technology
355
+ 1.67%
$146.29 - $275.65 $51.9K - $97.9K
21.6K $5.96M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.35K
+ 0.9%
$17.76 - $22.1 $130K - $162K
828K $18.3M
GLD
Spdr Gold Trust

ETFs
6.34K
+ 1453.44%
$273.71 - $316.29 $1.73M - $2M
6.77K $2.06M
VTV
Vanguard Value ETF

ETFs
8.75K
+ 9.11%
$153.67 - $176.74 $1.34M - $1.55M
105K $18.5M
NVDA
Nvidia Corp

Technology
1.36K
+ 4.14%
$94.31 - $157.99 $128K - $215K
34.2K $5.4M
META
Meta Platforms, Inc.

Communication Services
13
+ 0.14%
$484.66 - $738.09 $6.3K - $9.6K
9.15K $6.75M
DFAI
Dimensional ETF Tr

ETFs
30.3K
+ 23.32%
$28.02 - $34.71 $849K - $1.05M
160K $5.54M
VGT
Vanguard Information Technolog

ETFs
197
+ 2.16%
$470.37 - $663.28 $92.7K - $131K
9.31K $6.18M
ORCL
Oracle Corp

Technology
1.84K
+ 20.68%
$122.82 - $218.63 $226K - $403K
10.7K $2.35M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
22.3K
+ 5.17%
$44.68 - $45.96 $996K - $1.02M
454K $20.8M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
421
+ 5.01%
$179.95 - $278.88 $75.8K - $117K
8.82K $2.46M
MO
Altria Group, Inc.

Consumer Defensive
12.4K
+ 25.31%
$55.56 - $60.91 $691K - $757K
61.6K $3.61M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.14K
+ 3.54%
$50.08 - $63.14 $107K - $135K
62.7K $3.96M
NEAR
Blackrock Short Maturity Bond

ETFs
10.8K
+ 7.6%
$50.41 - $51.17 $544K - $552K
153K $7.81M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
6.85K
+ 4.99%
$24.38 - $30.18 $167K - $207K
144K $4.34M
MDLZ
Mondelez International, Inc.

Consumer Defensive
8.32K
+ 141.07%
$63.54 - $68.5 $529K - $570K
14.2K $958K
BA
Boeing CO

Industrials
2.25K
+ 130.29%
$136.59 - $217.51 $308K - $490K
3.98K $834K
MELI
Mercadolibre Inc

Consumer Cyclical
1
+ 0.13%
$1794.73 - $2613.63 $1.79K - $2.61K
788 $2.06M
AMAT
Applied Materials Inc

Technology
248
+ 2.05%
$126.95 - $183.52 $31.5K - $45.5K
12.3K $2.26M
QQQ
Invesco Qqq Trust, Series 1

ETFs
116
+ 2.24%
$416.06 - $551.64 $48.3K - $64K
5.29K $2.92M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.13K
+ 5.47%
$82.51 - $109.2 $92.9K - $123K
21.7K $2.37M
GOOGL
Alphabet Inc.

Communication Services
177
+ 0.91%
$144.7 - $178.6 $25.6K - $31.6K
19.7K $3.47M
MRVL
Marvell Technology, Inc.

Technology
586
+ 2.32%
$49.38 - $79.97 $28.9K - $46.9K
25.8K $2M
CAT
Caterpillar Inc

Industrials
15
+ 0.22%
$273.94 - $388.21 $4.11K - $5.82K
6.94K $2.69M
BOND
Pimco Active Bond Exchange Tra

ETFs
4.73K
+ 4.3%
$89.87 - $92.93 $425K - $439K
115K $10.6M
MPWR
Monolithic Power Systems Inc

Technology
26
+ 1.14%
$455.19 - $737.73 $11.8K - $19.2K
2.31K $1.69M
IVV
Ishares Core S&P 500 ETF

ETFs
145
+ 4.42%
$498.8 - $620.9 $72.3K - $90K
3.43K $2.13M
NOW
Service Now, Inc.

Technology
101
+ 13.82%
$721.65 - $1040.18 $72.9K - $105K
832 $855K
VOT
Vanguard Mid Cap Growth Index

ETFs
126
+ 2.23%
$216.28 - $284.39 $27.3K - $35.8K
5.78K $1.64M
RMD
Resmed Inc

Healthcare
7
+ 0.09%
$204.54 - $258.0 $1.43K - $1.81K
7.47K $1.93M
TSLA
Tesla, Inc.

Consumer Cyclical
54
+ 1.34%
$221.86 - $362.89 $12K - $19.6K
4.08K $1.29M
SPY
Spdr S&P 500 ETF Trust

ETFs
10
+ 0.26%
$496.48 - $617.85 $4.96K - $6.18K
3.87K $2.39M
ADBE
Adobe Inc.

Technology
583
+ 90.81%
$340.0 - $420.68 $198K - $245K
1.23K $474K
IBM
International Business Machines Corp

Technology
219
+ 6.3%
$221.03 - $294.78 $48.4K - $64.6K
3.7K $1.09M
TT
Trane Technologies PLC

Industrials
68
+ 3.58%
$315.21 - $437.41 $21.4K - $29.7K
1.97K $859K
UBER
Uber Technologies, Inc

Technology
34
+ 0.36%
$64.62 - $93.3 $2.2K - $3.17K
9.41K $877K
DIS
Walt Disney CO

Communication Services
519
+ 10.23%
$81.72 - $124.01 $42.4K - $64.4K
5.59K $693K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
850
+ 2.19%
$50.39 - $60.05 $42.8K - $51K
39.7K $2.38M
EFG
Msci Eafe Growth ETF

ETFs
305
+ 2.53%
$89.8 - $112.0 $27.4K - $34.2K
12.4K $1.38M
CTAS
Cintas Corp

Industrials
26
+ 0.28%
$190.11 - $227.66 $4.94K - $5.92K
9.18K $2.05M
FAST
Fastenal CO

Industrials
26.8K
+ 99.22%
$40.65 - $83.16 $1.09M - $2.23M
53.8K $2.26M
VEEV
Veeva Systems Inc

Healthcare
178
+ 8.98%
$209.39 - $289.94 $37.3K - $51.6K
2.16K $622K
WMT
Walmart Inc.

Consumer Defensive
316
+ 2.63%
$81.79 - $99.98 $25.8K - $31.6K
12.3K $1.21M
HWM
Howmet Aerospace Inc.

Industrials
779
+ 786.87%
$112.33 - $186.13 $87.5K - $145K
878 $162K
Activity Summary
Buys All Purchases 286 New Holdings 59 Increased Positions 227 Sells All Sells 251 Reductions 251 Sold out 0 Options Calls 0 Puts 0
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