Valley National Advisers Inc Incresed Positions in Q3 2025

Valley National Advisers Inc

  • $646 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
36K
+ 1.94%
$24.46 - $26.5 $880K - $953K
1.89M $49.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
59.6K
+ 7.49%
$28.92 - $32.19 $1.72M - $1.92M
855K $27.3M
Lam Research Corp
16.7K
+ 38.7%
N/A
60K $8.04M
GOOGL
Alphabet Inc.

Communication Services
8K
+ 40.69%
$174.36 - $254.72 $1.4M - $2.04M
27.7K $6.73M
VTV
Vanguard Value ETF

ETFs
11K
+ 10.47%
$175.51 - $186.57 $1.93M - $2.05M
116K $21.6M
MRK
Merck & Co., Inc.

Healthcare
25.8K
+ 124.79%
$77.6 - $87.37 $2.01M - $2.26M
46.6K $3.91M
UNH
Unitedhealth Group Inc

Healthcare
6.38K
+ 592.47%
$237.77 - $353.61 $1.52M - $2.25M
7.45K $2.57M
LOW
Lowes Companies Inc

Consumer Cyclical
8.27K
+ 192.05%
$215.01 - $273.02 $1.78M - $2.26M
12.6K $3.16M
KLAC
Kla Corp

Technology
1.7K
+ 93.01%
$843.9 - $1078.6 $1.44M - $1.84M
3.54K $3.81M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
16K
+ 106413.33%
$96.73 - $137.09 $1.54M - $2.19M
16K $2.11M
PNR
Pentair PLC

Industrials
18.9K
+ 46124.39%
$100.62 - $112.59 $1.9M - $2.13M
19K $2.1M
PHM
Pultegroup Inc

Consumer Cyclical
15.7K
+ 41271.05%
$108.0 - $141.42 $1.69M - $2.22M
15.7K $2.08M
DHI
Horton D R Inc

Consumer Cyclical
12.2K
+ 87328.57%
$129.82 - $184.04 $1.59M - $2.25M
12.2K $2.07M
Te Connectivity PLC
9.43K
+ 78608.33%
N/A
9.45K $2.07M
ROL
Rollins Inc

Consumer Cyclical
35.1K
+ 175715.0%
$55.05 - $58.74 $1.93M - $2.06M
35.2K $2.07M
RSG
Republic Services, Inc.

Industrials
8.9K
+ 148250.0%
$225.33 - $246.01 $2M - $2.19M
8.9K $2.04M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
7.87K
+ 3073.05%
$259.44 - $278.65 $2.04M - $2.19M
8.12K $2.11M
HCA
Hca Healthcare, Inc.

Healthcare
4.71K
+ 6457.53%
$334.32 - $426.2 $1.58M - $2.01M
4.79K $2.04M
SYK
Stryker Corp

Healthcare
5.46K
+ 2107.34%
$368.57 - $403.53 $2.01M - $2.2M
5.72K $2.11M
TT
Trane Technologies PLC

Industrials
4.77K
+ 242.9%
$398.96 - $472.54 $1.9M - $2.26M
6.74K $2.84M
MCK
Mckesson Corp

Healthcare
2.56K
+ 18264.29%
$659.01 - $772.54 $1.69M - $1.98M
2.57K $1.99M
INTU
Intuit Inc

Technology
2.88K
+ 4721.31%
$646.03 - $807.39 $1.86M - $2.33M
2.94K $2.01M
PH
Parker Hannifin Corp

Industrials
2.58K
+ 12890.0%
$697.13 - $769.67 $1.8M - $1.98M
2.6K $1.97M
DIS
Walt Disney CO

Communication Services
17.4K
+ 310.37%
$112.25 - $124.0 $1.95M - $2.15M
23K $2.63M
STLG
Ishares Factors Us Growth Styl

ETFs
9.39K
+ 4.49%
N/A
219K $14.4M
DFAI
Dimensional ETF Tr

ETFs
37.3K
+ 23.31%
$34.05 - $36.55 $1.27M - $1.36M
198K $7.18M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
30.7K
+ 6.76%
$45.26 - $46.63 $1.39M - $1.43M
485K $22.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.47K
+ 0.78%
$21.69 - $23.34 $140K - $151K
835K $19.4M
BKR
Baker Hughes CO

Energy
13.8K
+ 48.67%
$38.68 - $50.55 $532K - $695K
42K $2.05M
BOND
Pimco Active Bond Exchange Tra

ETFs
6.89K
+ 6.02%
$90.83 - $93.81 $626K - $646K
121K $11.3M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
8.47K
+ 5.88%
$30.13 - $33.37 $255K - $283K
153K $5.09M
NEAR
Blackrock Short Maturity Bond

ETFs
10.7K
+ 6.99%
$50.8 - $51.32 $543K - $548K
164K $8.38M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.98K
+ 6.35%
$62.54 - $68.42 $249K - $272K
66.7K $4.5M
Tidal Trust Ii
5.31K
+ 39.19%
N/A
18.9K $1.16M
AZN
Astrazeneca PLC

Healthcare
4.17K
+ 17.0%
$68.72 - $82.11 $287K - $343K
28.7K $2.2M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
168
+ 1.9%
$275.84 - $326.36 $46.3K - $54.8K
8.99K $2.93M
MO
Altria Group, Inc.

Consumer Defensive
106
+ 0.17%
$57.75 - $67.68 $6.12K - $7.17K
61.7K $4.07M
GLD
Spdr Gold Trust

ETFs
191
+ 2.82%
$300.96 - $355.47 $57.5K - $67.9K
6.96K $2.48M
BX
Blackstone Inc.

Financial Services
53
+ 0.3%
$152.77 - $188.68 $8.1K - $10K
17.8K $3.05M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
3.73K
+ 7.79%
$95.22 - $96.21 $355K - $359K
51.6K $4.96M
MUB
Ishares National Muni Bond ETF

ETFs
3.24K
+ 667.28%
$103.24 - $106.68 $335K - $346K
3.73K $397K
QQQ
Invesco Qqq Trust, Series 1

ETFs
44
+ 0.83%
$546.99 - $602.2 $24.1K - $26.5K
5.34K $3.2M
VONG
Vanguard Russell 1000 Growth E

ETFs
137
+ 0.63%
$108.08 - $121.73 $14.8K - $16.7K
21.8K $2.63M
ABBV
Abb Vie Inc.

Healthcare
12
+ 0.21%
$184.85 - $231.54 $2.22K - $2.78K
5.62K $1.3M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.83K
+ 2.86%
$45.6 - $46.92 $175K - $180K
138K $6.45M
MRVL
Marvell Technology, Inc.

Technology
593
+ 2.3%
$62.31 - $84.07 $36.9K - $49.9K
26.4K $2.22M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
1.68K
+ 17.0%
$87.95 - $94.49 $147K - $158K
11.5K $1.08M
NJR
New Jersey Resources Corp

Utilities
4.17K
+ 1298.13%
$45.05 - $48.15 $188K - $201K
4.49K $216K
JNJ
Johnson & Johnson

Healthcare
401
+ 11.95%
$155.17 - $185.42 $62.2K - $74.4K
3.76K $695K
Activity Summary
Buys All Purchases 315 New Holdings 106 Increased Positions 209 Sells All Sells 262 Reductions 262 Sold out 0 Options Calls 0 Puts 0
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