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
GLD
Spdr Gold Trust

ETFs
39
+ 9.82%
$243.19 - $288.14 $9.48K - $11.2K
436 $125K
MLM
Martin Marietta Materials Inc

Basic Materials
64
+ 193.94%
$460.39 - $552.64 $29.5K - $35.4K
97 $45K
TJX
Tjx Companies Inc

Consumer Cyclical
218
+ 7.83%
$112.81 - $126.16 $24.6K - $27.5K
3K $364K
MEAR
Blackrock Short Maturity Munic

ETFs
527
+ 10.24%
$49.97 - $50.36 $26.3K - $26.5K
5.67K $285K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
161
+ 151.89%
$80.53 - $147.57 $13K - $23.8K
267 $35K
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
765
+ 7.94%
$78.45 - $87.45 $60K - $66.9K
10.4K $827K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
544
+ 1754.84%
$42.18 - $45.16 $22.9K - $24.6K
575 $25K
CDNS
Cadence Design Systems Inc

Technology
99
+ 707.14%
$233.96 - $324.52 $23.2K - $32.1K
113 $28K
NSC
Norfolk Southern Corp

Industrials
77
+ 2.63%
$227.69 - $259.76 $17.5K - $20K
3K $710K
CG
Carlyle Group Inc.

Financial Services
611
+ 111.9%
$40.03 - $56.96 $24.5K - $34.8K
1.16K $50K
ITA
Ishares Tr

ETFs
134
+ 1340.0%
$144.84 - $159.5 $19.4K - $21.4K
144 $22K
NXPI
Nxp Semiconductors N.V.

Technology
126
+ 118.87%
$189.99 - $245.86 $23.9K - $31K
232 $43K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
472
+ 15.73%
$32.74 - $36.2 $15.5K - $17.1K
3.47K $121K
TRV
Travelers Companies, Inc.

Financial Services
4
+ 0.48%
$232.43 - $265.13 $930 - $1.06K
833 $220K
PFE
Pfizer Inc

Healthcare
1.31K
+ 13.45%
$25.01 - $27.13 $32.7K - $35.5K
11K $279K
NEE
Nextera Energy Inc

Utilities
339
+ 10.52%
$66.96 - $76.16 $22.7K - $25.8K
3.56K $251K
INTC
Intel Corp

Technology
540
+ 20.74%
$19.1 - $27.39 $10.3K - $14.8K
3.14K $71K
MPC
Marathon Petroleum Corp

Energy
105
+ 26.72%
$134.72 - $159.03 $14.1K - $16.7K
498 $72K
DD
Du Pont De Nemours, Inc.

Basic Materials
248
+ 145.03%
$72.7 - $84.32 $18K - $20.9K
419 $31K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
4.34K
+ 8.04%
$32.49 - $37.99 $141K - $165K
58.3K $1.95M
CTVA
Corteva, Inc.

Basic Materials
243
+ 85.87%
$55.94 - $66.15 $13.6K - $16.1K
526 $33K
MPWR
Monolithic Power Systems Inc

Technology
72
+ 3.25%
$565.7 - $720.25 $40.7K - $51.9K
2.29K $1.33M
BAC
Bank Of America Corp

Financial Services
883
+ 10.17%
$39.61 - $47.74 $35K - $42.2K
9.57K $398K
NFLX
Netflix Inc

Communication Services
13
+ 13.27%
$828.4 - $1058.6 $10.8K - $13.8K
111 $103K
ETN
Eaton Corp PLC

Industrials
102
+ 56.35%
$271.83 - $371.23 $27.7K - $37.9K
283 $76K
MMM
3 M CO

Industrials
7
+ 0.84%
$129.7 - $155.12 $908 - $1.09K
836 $122K
FANG
Diamondback Energy, Inc.

Energy
103
+ 29.43%
$139.9 - $180.18 $14.4K - $18.6K
453 $72K
BP
Bp PLC

Energy
300
+ 27.96%
$29.93 - $35.31 $8.98K - $10.6K
1.37K $46K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
306
+ 111.27%
$51.45 - $58.51 $15.7K - $17.9K
581 $30K
WELL
Welltower Inc.

Real Estate
3
+ 0.59%
$124.05 - $156.86 $372 - $471
508 $77K
IR
Ingersoll Rand Inc.

Industrials
262
+ 36.49%
$79.44 - $94.23 $20.8K - $24.7K
980 $78K
Gsk PLC
142
+ 9.06%
N/A
1.71K $66K
XYL
Xylem Inc.

Industrials
101
+ 84.87%
$114.02 - $132.04 $11.5K - $13.3K
220 $26K
SYY
Sysco Corp

Consumer Defensive
630
+ 2.64%
$70.0 - $77.13 $44.1K - $48.6K
24.5K $1.84M
SHW
Sherwin Williams CO

Basic Materials
36
+ 257.14%
$330.16 - $365.55 $11.9K - $13.2K
50 $17K
AEP
American Electric Power CO Inc

Utilities
4
+ 0.55%
$90.32 - $109.27 $361 - $437
731 $79K
ICE
Intercontinental Exchange, Inc.

Financial Services
7
+ 1.74%
$142.8 - $176.36 $1K - $1.23K
409 $70K
XLC
Select Sector Spdr Tr Communic

ETFs
114
+ 95.8%
$94.84 - $105.31 $10.8K - $12K
233 $22K
SHEL
Shell PLC

Energy
71
+ 16.03%
$62.84 - $73.29 $4.46K - $5.2K
514 $37K
HTGC
Hercules Capital, Inc.

Financial Services
556
+ 556.0%
$18.01 - $22.0 $10K - $12.2K
656 $12K
C
Citigroup Inc

Financial Services
132
+ 37.08%
$67.23 - $84.63 $8.87K - $11.2K
488 $34K
XLI
Industrial Sector Spdr

ETFs
76
+ 8.23%
$128.78 - $141.67 $9.79K - $10.8K
999 $130K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
125
+ 94.7%
$65.44 - $70.64 $8.18K - $8.83K
257 $17K
ED
Consolidated Edison Inc

Utilities
1
+ 0.25%
$88.0 - $110.59 $88 - $111
403 $44K
INTU
Intuit Inc

Technology
14
+ 31.82%
$555.63 - $630.23 $7.78K - $8.82K
58 $35K
HWM
Howmet Aerospace Inc.

Industrials
62
+ 167.57%
$110.79 - $139.39 $6.87K - $8.64K
99 $12K
RIO
Rio Tinto PLC

Basic Materials
110
+ 36.67%
$58.19 - $64.29 $6.4K - $7.07K
410 $24K
OWL
Blue Owl Capital Inc.

Financial Services
452
+ 92.06%
$18.49 - $26.68 $8.36K - $12.1K
943 $18K
AXP
American Express CO

Financial Services
146
+ 12.46%
$255.39 - $325.87 $37.3K - $47.6K
1.32K $354K
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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