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
COST
Costco Wholesale Corp

Consumer Defensive
23
+ 0.91%
$908.13 - $1056.85 $20.9K - $24.3K
2.56K $2.53M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
1.35K
+ 2.9%
$94.78 - $95.97 $128K - $130K
47.9K $4.59M
BAC
Bank Of America Corp

Financial Services
1.44K
+ 15.04%
$34.39 - $47.46 $49.5K - $68.3K
11K $520K
WFC
Wells Fargo & Company

Financial Services
540
+ 5.73%
$60.98 - $80.12 $32.9K - $43.3K
9.96K $797K
PRU
Prudential Financial Inc

Financial Services
1.17K
+ 116.55%
$95.12 - $112.71 $111K - $132K
2.17K $233K
QCOM
Qualcomm Inc

Technology
195
+ 1.24%
$124.66 - $159.48 $24.3K - $31.1K
15.9K $2.53M
COF
Capital One Financial Corp

Financial Services
3
+ 0.09%
$150.57 - $212.76 $452 - $638
3.48K $738K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
91
+ 7.76%
$456.74 - $568.03 $41.6K - $51.7K
1.26K $717K
CSCO
Cisco Systems, Inc.

Technology
176
+ 1.33%
$53.19 - $69.38 $9.36K - $12.2K
13.5K $933K
MS
Morgan Stanley

Financial Services
475
+ 24.55%
$99.83 - $140.86 $47.4K - $66.9K
2.41K $338K
AXP
American Express CO

Financial Services
141
+ 10.7%
$231.39 - $318.98 $32.6K - $45K
1.46K $464K
GWW
W.W. Grainger, Inc.

Industrials
15
+ 0.84%
$919.93 - $1101.66 $13.8K - $16.5K
1.8K $1.87M
Ishares Bitcoin Trust ETF
904
+ 25.53%
N/A
4.45K $272K
BKNG
Booking Holdings Inc.

Consumer Cyclical
14
+ 77.78%
$4164.15 - $5789.24 $58.3K - $81K
32 $187K
DE
Deere & CO

Industrials
4
+ 0.16%
$412.99 - $531.48 $1.65K - $2.13K
2.51K $1.27M
VZ
Verizon Communications Inc

Communication Services
3.31K
+ 16.0%
$41.67 - $45.62 $138K - $151K
24K $1.04M
KMI
Kinder Morgan, Inc.

Energy
368
+ 0.4%
$25.21 - $29.4 $9.28K - $10.8K
93.3K $2.74M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
76
+ 2.74%
$376.48 - $440.65 $28.6K - $33.5K
2.85K $1.26M
TXN
Texas Instruments Inc

Technology
316
+ 37.66%
N/A
1.16K $239K
Canadian Pacific Kansas City
872
+ 42.37%
N/A
2.93K $231K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
342
+ 3.6%
$114.78 - $133.31 $39.3K - $45.6K
9.85K $1.31M
VEA
Vanguard Ftse Developed Market

ETFs
1.22K
+ 54.42%
$45.65 - $57.01 $55.6K - $69.4K
3.46K $197K
ODFL
Old Dominion Freight Line, Inc.

Industrials
690
+ 6.99%
$146.74 - $176.07 $101K - $121K
10.6K $1.71M
IHDG
Wisdomtree Tr

ETFs
619
+ 2.06%
$38.54 - $46.0 $23.9K - $28.5K
30.6K $1.38M
CGDV
Capital Group Divid Value ETF

ETFs
1.03K
+ 13.64%
$31.93 - $39.49 $33K - $40.8K
8.62K $339K
MEAR
Blackrock Short Maturity Munic

ETFs
1.37K
+ 24.18%
$49.74 - $50.27 $68.2K - $69K
7.05K $354K
NFLX
Netflix Inc

Communication Services
18
+ 16.22%
$855.86 - $1339.13 $15.4K - $24.1K
129 $172K
CRM
Salesforce, Inc.

Technology
96
+ 1.0%
$236.26 - $291.15 $22.7K - $28K
9.74K $2.66M
DGRO
Ishares Core Dividend Growth E

ETFs
471
+ 2.72%
$55.22 - $63.94 $26K - $30.1K
17.8K $1.13M
MA
Mastercard Inc

Financial Services
95
+ 15.1%
$479.92 - $590.74 $45.6K - $56.1K
724 $406K
PGR
Progressive Corp

Financial Services
242
+ 75.16%
$255.27 - $288.74 $61.8K - $69.9K
564 $150K
FDVV
Fidelity High Dividend ETF

ETFs
762
+ 10.61%
$43.6 - $52.02 $33.2K - $39.6K
7.95K $413K
KHC
Kraft Heinz CO

Consumer Defensive
2.4K
+ 235.69%
$25.61 - $30.81 $61.4K - $73.9K
3.41K $88K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
949
+ 92.68%
$39.89 - $49.46 $37.9K - $46.9K
1.97K $97K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
812
+ 15.79%
$42.56 - $50.32 $34.6K - $40.9K
5.96K $299K
T
At&T Inc.

Communication Services
1.24K
+ 5.98%
$26.33 - $28.94 $32.6K - $35.9K
22K $635K
ECL
Ecolab Inc.

Basic Materials
172
+ 83.5%
$225.65 - $270.95 $38.8K - $46.6K
378 $101K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
1K
+ 20.59%
$32.99 - $38.56 $33K - $38.6K
5.86K $221K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
141
+ 3.48%
$73.02 - $90.22 $10.3K - $12.7K
4.19K $373K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.37K
+ 35.43%
$23.55 - $27.67 $32.2K - $37.9K
5.23K $144K
XAR
Spdr S&P Aerospace & Defense E

ETFs
172
+ 156.36%
$144.94 - $210.94 $24.9K - $36.3K
282 $59K
CDNS
Cadence Design Systems Inc

Technology
115
+ 101.77%
$231.64 - $323.08 $26.6K - $37.2K
228 $70K
SO
Southern CO

Utilities
436
+ 38.65%
$84.91 - $92.56 $37K - $40.4K
1.56K $143K
COIN
Coinbase Global, Inc.

Technology
1
+ 0.44%
$151.47 - $375.07 $151 - $375
227 $79K
SYY
Sysco Corp

Consumer Defensive
237
+ 0.97%
$68.0 - $75.91 $16.1K - $18K
24.7K $1.87M
BSX
Boston Scientific Corp

Healthcare
260
+ 26.08%
$89.7 - $107.41 $23.3K - $27.9K
1.26K $134K
AFRM
Affirm Holdings, Inc.

Technology
113
+ 10.15%
$35.75 - $69.14 $4.04K - $7.81K
1.23K $84K
WCN
Waste Connections, Inc.

Industrials
180
+ 83.33%
$183.26 - $199.95 $33K - $36K
396 $73K
KKR
Kkr & Co. Inc.

Financial Services
135
+ 16.58%
$92.79 - $134.29 $12.5K - $18.1K
949 $126K
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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