Valley National Advisers Inc Incresed Positions in Q1 2025

Valley National Advisers Inc

  • $554 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FDL
First Tr Morningstar Dividend

ETFs
1.96K
+ 57.74%
$39.69 - $43.83 $77.6K - $85.7K
5.34K $231K
XLK
Technology Sector Spdr

ETFs
631
+ 47.62%
$206.38 - $242.18 $130K - $153K
1.96K $403K
DGRO
Ishares Core Dividend Growth E

ETFs
1.4K
+ 8.82%
$60.46 - $64.42 $84.7K - $90.3K
17.3K $1.07M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
627
+ 7.06%
$126.11 - $135.06 $79.1K - $84.7K
9.51K $1.23M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.8K
+ 260.26%
$51.26 - $52.53 $92.3K - $94.6K
2.49K $128K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
1.76K
+ 51.89%
$46.86 - $50.66 $82.3K - $89K
5.14K $248K
FDVV
Fidelity High Dividend ETF

ETFs
1.71K
+ 31.32%
$48.86 - $52.28 $83.7K - $89.6K
7.18K $355K
MUB
Ishares National Muni Bond ETF

ETFs
787
+ 222.32%
$104.71 - $107.69 $82.4K - $84.8K
1.14K $120K
CGDV
Capital Group Divid Value ETF

ETFs
2.24K
+ 41.97%
$34.95 - $37.36 $78.3K - $83.7K
7.58K $269K
VOE
Vanguard Mid Cap Value Index F

ETFs
646
+ 3.52%
$156.61 - $168.02 $101K - $109K
19K $3.05M
Ishares Bitcoin Trust ETF
1.75K
+ 98.15%
N/A
3.54K $165K
ADBE
Adobe Inc.

Technology
247
+ 62.53%
$377.84 - $464.11 $93.3K - $115K
642 $246K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
1.64K
+ 50.73%
$33.63 - $37.64 $55K - $61.6K
4.86K $178K
OTIS
Otis Worldwide Corp

Industrials
644
+ 340.74%
$90.77 - $104.01 $58.5K - $67K
833 $85K
SO
Southern CO

Utilities
694
+ 159.91%
$80.96 - $92.96 $56.2K - $64.5K
1.13K $102K
GE
General Electric CO

Industrials
71
+ 4.62%
$168.59 - $212.13 $12K - $15.1K
1.61K $321K
BSX
Boston Scientific Corp

Healthcare
602
+ 152.41%
$89.38 - $106.18 $53.8K - $63.9K
997 $100K
UNH
Unitedhealth Group Inc

Healthcare
88
+ 7.81%
$461.52 - $548.18 $40.6K - $48.2K
1.22K $635K
FISV
Fiserv Inc

Technology
279
+ 192.41%
N/A
424 $92K
ISRG
Intuitive Surgical Inc

Healthcare
130
+ 216.67%
$476.63 - $610.45 $62K - $79.4K
190 $93K
PGR
Progressive Corp

Financial Services
198
+ 159.68%
$235.61 - $291.22 $46.7K - $57.7K
322 $90K
Linde PLC
119
+ 96.75%
N/A
242 $111K
AJG
Arthur J. Gallagher & Co.

Financial Services
148
+ 162.64%
$275.89 - $345.24 $40.8K - $51.1K
239 $81K
MDLZ
Mondelez International, Inc.

Consumer Defensive
70
+ 1.2%
$56.12 - $68.15 $3.93K - $4.77K
5.9K $400K
VEEV
Veeva Systems Inc

Healthcare
28
+ 1.43%
$210.58 - $246.8 $5.9K - $6.91K
1.98K $459K
QCOM
Qualcomm Inc

Technology
315
+ 2.05%
$151.94 - $175.86 $47.9K - $55.4K
15.7K $2.41M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.77K
+ 84.88%
$25.77 - $27.6 $45.7K - $49K
3.86K $102K
BKNG
Booking Holdings Inc.

Consumer Cyclical
11
+ 157.14%
$4295.4 - $5141.88 $47.2K - $56.6K
18 $84K
PSX
Phillips 66

Energy
305
+ 34.7%
$113.93 - $131.55 $34.7K - $40.1K
1.18K $146K
CI
Cigna Corp

Healthcare
14
+ 1.9%
$274.49 - $329.0 $3.84K - $4.61K
749 $246K
SYK
Stryker Corp

Healthcare
107
+ 68.59%
$355.18 - $399.9 $38K - $42.8K
263 $98K
SPGI
S&P Global Inc.

Financial Services
81
+ 225.0%
$478.26 - $543.77 $38.7K - $44K
117 $58K
V
Visa Inc.

Financial Services
44
+ 5.91%
$306.92 - $362.71 $13.5K - $16K
789 $276K
AMD
Advanced Micro Devices Inc

Technology
513
+ 73.08%
$96.63 - $129.55 $49.6K - $66.5K
1.22K $124K
SCHG
Schwab Strategic Tr Us Large C

ETFs
77.1K
+ 11.55%
$24.91 - $29.02 $1.92M - $2.24M
744K $18.6M
FNDB
Schwab Fundamental U S Broad M

ETFs
1.76K
+ 27.96%
$22.52 - $24.48 $39.5K - $43K
8.03K $184K
CARR
Carrier Global Corp

Industrials
603
+ 153.44%
$62.07 - $70.55 $37.4K - $42.5K
996 $63K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
147
+ 3.77%
$75.32 - $84.77 $11.1K - $12.5K
4.05K $330K
XLE
Energy Sector Spdr

ETFs
362
+ 1292.86%
$85.7 - $93.96 $31K - $34K
390 $36K
WFC
Wells Fargo & Company

Financial Services
260
+ 2.84%
$66.78 - $81.42 $17.4K - $21.2K
9.42K $675K
XLB
Select Sector Spdr Fd Material

ETFs
354
+ 180.61%
$83.19 - $90.99 $29.4K - $32.2K
550 $47K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
142
+ 244.83%
$221.78 - $273.45 $31.5K - $38.8K
200 $45K
GLW
Corning Inc

Technology
759
+ 35.9%
$44.91 - $54.25 $34.1K - $41.2K
2.87K $131K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
43
+ 35.25%
$402.49 - $513.76 $17.3K - $22.1K
165 $79K
WCN
Waste Connections, Inc.

Industrials
151
+ 232.31%
$169.89 - $195.19 $25.7K - $29.5K
216 $41K
STLD
Steel Dynamics Inc

Basic Materials
202
+ 48.1%
N/A
622 $77K
NOC
Northrop Grumman Corp

Industrials
28
+ 7.53%
$433.45 - $513.82 $12.1K - $14.4K
400 $204K
TXN
Texas Instruments Inc

Technology
195
+ 30.28%
N/A
839 $150K
GOOG
Alphabet Inc.

Communication Services
722
+ 29.93%
$156.06 - $207.71 $113K - $150K
3.13K $488K
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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