Valley National Advisers Inc Incresed Positions in Q4 2024

Valley National Advisers Inc

  • $557 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BHP
Bhp Group LTD

Basic Materials
400
+ 555.56%
$48.78 - $62.43 $19.5K - $25K
472 $23K
CG
Carlyle Group Inc.

Financial Services
327
+ 149.32%
$43.2 - $54.81 $14.1K - $17.9K
546 $27K
DOW
Dow Inc.

Basic Materials
499
+ 266.84%
$39.1 - $55.34 $19.5K - $27.6K
686 $27K
TXN
Texas Instruments Inc

Technology
137
+ 27.02%
N/A
644 $120K
SPGI
S&P Global Inc.

Financial Services
31
+ 620.0%
$480.36 - $529.17 $14.9K - $16.4K
36 $17K
OTIS
Otis Worldwide Corp

Industrials
169
+ 845.0%
$92.57 - $106.01 $15.6K - $17.9K
189 $17K
RIO
Rio Tinto PLC

Basic Materials
250
+ 500.0%
$58.59 - $71.15 $14.6K - $17.8K
300 $17K
DE
Deere & CO

Industrials
1
+ 0.06%
$389.45 - $466.0 $389 - $466
1.73K $733K
PH
Parker Hannifin Corp

Industrials
19
+ 271.43%
$621.74 - $709.46 $11.8K - $13.5K
26 $16K
TPG
Tpg Inc.

Financial Services
167
+ 73.25%
$58.29 - $71.51 $9.73K - $11.9K
395 $24K
HSBC
Hsbc Holdings PLC

Financial Services
200
+ 200.0%
$43.83 - $49.51 $8.77K - $9.9K
300 $14K
XSMO
Invesco S&P Smallcap Momentum

ETFs
162
+ 3.32%
$65.08 - $73.72 $10.5K - $11.9K
5.05K $333K
ROK
Rockwell Automation, Inc

Industrials
1
+ 0.22%
$264.65 - $302.92 $265 - $303
460 $131K
XLV
Select Sector Spdr Fund Health

ETFs
62
+ 387.5%
$136.28 - $154.74 $8.45K - $9.59K
78 $10K
RZV
Invesco Fd Tr

ETFs
54
+ 5.22%
$105.77 - $119.36 $5.71K - $6.45K
1.09K $121K
MCK
Mckesson Corp

Healthcare
12
+ 171.43%
$482.27 - $628.5 $5.79K - $7.54K
19 $10K
NVT
N Vent Electric PLC

Industrials
110
+ 110.0%
$67.69 - $79.19 $7.45K - $8.71K
210 $14K
AFL
Aflac Inc

Financial Services
77
+ 167.39%
$100.37 - $115.27 $7.73K - $8.88K
123 $12K
ISRG
Intuitive Surgical Inc

Healthcare
10
+ 20.0%
$471.27 - $550.62 $4.71K - $5.51K
60 $31K
PLD
Prologis, Inc.

Real Estate
63
+ 136.96%
$101.4 - $126.96 $6.39K - $8K
109 $11K
MUB
Ishares National Muni Bond ETF

ETFs
63
+ 21.65%
$105.78 - $108.7 $6.66K - $6.85K
354 $37K
SQ
Block, Inc.

Technology
2
+ 0.65%
$65.06 - $98.92 $130 - $198
308 $26K
FITB
Fifth Third Bancorp

Financial Services
236
+ 3.62%
$41.76 - $48.44 $9.86K - $11.4K
6.76K $285K
SJNK
Spdr Bloomberg Short Term High

ETFs
245
+ 49.0%
$25.09 - $25.69 $6.15K - $6.29K
745 $18K
PANW
Palo Alto Networks Inc

Technology
231
+ 102.67%
$181.96 - $405.9 $42K - $93.8K
456 $82K
ADBE
Adobe Inc.

Technology
65
+ 19.7%
$437.39 - $552.96 $28.4K - $35.9K
395 $175K
PYPL
Pay Pal Holdings, Inc.

Financial Services
26
+ 5.58%
$77.25 - $91.3 $2.01K - $2.37K
492 $41K
OKE
Oneok Inc

Energy
1
+ 0.17%
$92.28 - $117.05 $92.3 - $117
596 $59K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
93
+ 15.53%
$51.58 - $52.91 $4.8K - $4.92K
692 $35K
DOCU
Docusign, Inc.

Technology
24
+ 38.1%
$61.42 - $106.99 $1.47K - $2.57K
87 $7K
DHR
Danaher Corp

Healthcare
72
+ 29.88%
$226.16 - $274.52 $16.3K - $19.8K
313 $71K
MNST
Monster Beverage Corp

Consumer Defensive
60
+ 45.11%
$49.24 - $56.38 $2.95K - $3.38K
193 $10K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
52
+ 55.32%
$81.34 - $96.75 $4.23K - $5.03K
146 $11K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
100
+ 13.33%
$9.71 - $15.34 $971 - $1.53K
850 $11K
DECK
Deckers Outdoor Corp

Consumer Cyclical
9
+ 30.0%
$152.04 - $211.12 $1.37K - $1.9K
39 $7K
GD
General Dynamics Corp

Industrials
15
+ 62.5%
$260.28 - $314.03 $3.9K - $4.71K
39 $10K
Flagstar Financial Inc
333
+ 333.0%
N/A
433 $4K
QUAL
Ishares Msci Usa Quality Facto

ETFs
12
+ 18.18%
$176.42 - $186.91 $2.12K - $2.24K
78 $13K
DXCM
Dexcom Inc

Healthcare
5
+ 4.31%
$65.68 - $81.01 $328 - $405
121 $9K
SHW
Sherwin Williams CO

Basic Materials
7
+ 100.0%
$338.75 - $399.71 $2.37K - $2.8K
14 $4K
IBB
Ishares Biotechnology ETF

ETFs
394
+ 10.4%
$131.21 - $148.85 $51.7K - $58.6K
4.18K $552K
ARCC
Ares Capital Corp

Financial Services
5
+ 0.37%
$20.74 - $22.27 $104 - $111
1.36K $29K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
12
+ 18.75%
$78.43 - $87.17 $941 - $1.05K
76 $6K
TAP
Molson Coors Beverage CO

Consumer Defensive
18
+ 36.0%
$53.97 - $63.88 $971 - $1.15K
68 $3K
DHI
Horton D R Inc

Consumer Cyclical
12
+ 100.0%
$137.24 - $194.56 $1.65K - $2.33K
24 $3K
ETR
Entergy Corp

Utilities
42
+ 100.0%
$73.19 - $156.4 $3.07K - $6.57K
84 $6K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
11
+ 19.64%
$86.65 - $94.9 $953 - $1.04K
67 $5K
IR
Ingersoll Rand Inc.

Industrials
74
+ 11.49%
$90.46 - $105.35 $6.69K - $7.8K
718 $64K
SHOP
Shopify Inc.

Technology
3
+ 6.82%
$78.14 - $119.49 $234 - $358
47 $4K
Activity Summary
Buys All Purchases 318 New Holdings 85 Increased Positions 233 Sells All Sells 168 Reductions 168 Sold out 0 Options Calls 0 Puts 0
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