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
FDL
First Tr Morningstar Dividend

ETFs
935
+ 17.51%
$38.19 - $43.19 $35.7K - $40.4K
6.28K $262K
TJX
Tjx Companies Inc

Consumer Cyclical
196
+ 6.53%
$119.13 - $135.03 $23.3K - $26.5K
3.2K $394K
JEPI
J P Morgan Exchange Traded Fd

ETFs
500
+ 61.05%
$51.14 - $57.0 $25.6K - $28.5K
1.32K $74K
CG
Carlyle Group Inc.

Financial Services
363
+ 31.37%
$34.78 - $51.4 $12.6K - $18.7K
1.52K $78K
ETN
Eaton Corp PLC

Industrials
8
+ 2.83%
$246.52 - $356.99 $1.97K - $2.86K
291 $103K
CEG
Constellation Energy Corp

Utilities
63
+ 116.67%
$170.96 - $322.76 $10.8K - $20.3K
117 $37K
PLTR
Palantir Technologies Inc.

Technology
9
+ 1.8%
$74.01 - $144.25 $666 - $1.3K
509 $69K
JCI
Johnson Controls International PLC

Industrials
6
+ 0.61%
$71.14 - $105.62 $427 - $634
993 $104K
RTX
Raytheon Technologies Corp

Industrials
8
+ 0.5%
$113.75 - $148.48 $910 - $1.19K
1.6K $234K
AJG
Arthur J. Gallagher & Co.

Financial Services
89
+ 37.24%
$310.86 - $348.77 $27.7K - $31K
328 $104K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1
+ 0.05%
$149.76 - $186.42 $150 - $186
2.01K $375K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
56
+ 28.0%
$201.28 - $266.34 $11.3K - $14.9K
256 $67K
IR
Ingersoll Rand Inc.

Industrials
214
+ 21.84%
$66.75 - $84.94 $14.3K - $18.2K
1.19K $99K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
156
+ 4.49%
$30.87 - $39.17 $4.82K - $6.11K
3.63K $142K
MLM
Martin Marietta Materials Inc

Basic Materials
25
+ 25.77%
$452.51 - $568.19 $11.3K - $14.2K
122 $66K
COP
Conocophillips

Energy
552
+ 28.44%
$82.66 - $106.1 $45.6K - $58.6K
2.49K $223K
SPGI
S&P Global Inc.

Financial Services
25
+ 21.37%
$438.31 - $527.29 $11K - $13.2K
142 $74K
ITA
Ishares Tr

ETFs
59
+ 40.97%
$135.31 - $188.64 $7.98K - $11.1K
203 $38K
FITB
Fifth Third Bancorp

Financial Services
74
+ 1.1%
$33.32 - $41.51 $2.47K - $3.07K
6.8K $279K
IPKW
Invesco ETF Tr Ii Internationa

ETFs
168
+ 6.08%
$38.78 - $49.2 $6.52K - $8.27K
2.93K $142K
HBAN
Huntington Bancshares Inc

Financial Services
39
+ 0.47%
$12.49 - $16.76 $487 - $654
8.29K $138K
ANSS
Ansys Inc

Technology
30
+ 29.41%
$284.19 - $351.22 $8.53K - $10.5K
132 $46K
INTU
Intuit Inc

Technology
3
+ 5.17%
$544.07 - $787.63 $1.63K - $2.36K
61 $48K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
146
+ 2.01%
$61.25 - $63.4 $8.94K - $9.26K
7.4K $468K
SHW
Sherwin Williams CO

Basic Materials
34
+ 68.0%
$313.51 - $363.51 $10.7K - $12.4K
84 $28K
QBTS
D Wave Quantum Inc.

Technology
475
+ 79.17%
$6.22 - $19.04 $2.95K - $9.04K
1.08K $15K
MPC
Marathon Petroleum Corp

Energy
6
+ 1.2%
$118.55 - $170.08 $711 - $1.02K
504 $83K
SOUN
Soundhound Ai, Inc.

Technology
990
+ 319.35%
$7.18 - $11.76 $7.11K - $11.6K
1.3K $13K
CARR
Carrier Global Corp

Industrials
7
+ 0.7%
$55.55 - $75.83 $389 - $531
1K $73K
CMI
Cummins Inc

Industrials
1
+ 0.16%
$267.12 - $336.65 $267 - $337
635 $207K
CRWD
Crowd Strike Holdings, Inc.

Technology
13
+ 260.0%
$321.63 - $509.31 $4.18K - $6.62K
18 $9K
PEAK
Healthpeak Properties, Inc.

Real Estate
493
+ 145.43%
N/A
832 $14K
TPG
Tpg Inc.

Financial Services
75
+ 13.07%
$39.68 - $53.09 $2.98K - $3.98K
649 $34K
ARES
Ares Management Corp

Financial Services
22
+ 17.6%
$118.04 - $175.83 $2.6K - $3.87K
147 $25K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
78
+ 102.63%
$66.87 - $79.47 $5.22K - $6.2K
154 $12K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
15
+ 10.27%
$66.89 - $111.18 $1K - $1.67K
161 $17K
CTVA
Corteva, Inc.

Basic Materials
8
+ 1.52%
$55.52 - $74.53 $444 - $596
534 $39K
JOBY
Joby Aviation, Inc.

Industrials
200
+ 20.0%
$5.33 - $10.55 $1.07K - $2.11K
1.2K $12K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
167
+ 1.69%
$24.66 - $25.17 $4.12K - $4.2K
10K $252K
ICE
Intercontinental Exchange, Inc.

Financial Services
4
+ 0.98%
$151.62 - $183.47 $606 - $734
413 $75K
D
Dominion Energy, Inc

Utilities
78
+ 5.51%
$49.66 - $58.0 $3.87K - $4.52K
1.49K $84K
Linde PLC
8
+ 3.31%
N/A
250 $116K
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
3
+ 0.56%
$37.6 - $52.03 $113 - $156
540 $28K
OTIS
Otis Worldwide Corp

Industrials
88
+ 10.56%
$90.88 - $104.3 $8K - $9.18K
921 $90K
XYL
Xylem Inc.

Industrials
14
+ 6.36%
$102.86 - $129.5 $1.44K - $1.81K
234 $30K
Morgan Stanley ETF Trust
24
+ 3.2%
N/A
774 $46K
TTWO
Take Two Interactive Software Inc

Communication Services
7
+ 14.58%
$194.58 - $243.05 $1.36K - $1.7K
55 $13K
DXCM
Dexcom Inc

Healthcare
5
+ 4.03%
$59.83 - $87.57 $299 - $438
129 $11K
CVNA
Carvana Co.

Consumer Cyclical
1
+ 5.0%
$162.57 - $345.64 $163 - $346
21 $7K
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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