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
SIVR
Abrdn Silver ETF Trust

ETFs
65
+ 37.57%
$28.36 - $35.37 $1.84K - $2.3K
238 $8K
OWL
Blue Owl Capital Inc.

Financial Services
195
+ 20.68%
$15.9 - $21.16 $3.1K - $4.13K
1.14K $21K
CFG
Citizens Financial Group Inc

Financial Services
3
+ 0.5%
$34.27 - $44.75 $103 - $134
608 $27K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
40
+ 15.38%
$14.1 - $22.95 $564 - $918
300 $6K
DLR
Digital Realty Trust, Inc.

Real Estate
8
+ 44.44%
$136.11 - $177.69 $1.09K - $1.42K
26 $4K
AMT
American Tower Corp

Real Estate
4
+ 5.13%
$203.96 - $228.19 $816 - $913
82 $18K
NDAQ
Nasdaq, Inc.

Financial Services
2
+ 1.98%
$66.4 - $89.42 $133 - $179
103 $9K
PSX
Phillips 66

Energy
61
+ 5.15%
$92.87 - $125.73 $5.67K - $7.67K
1.25K $148K
ONCY
Oncolytics Biotech Inc

Healthcare
1.15K
+ 19.66%
$0.33 - $0.77 $380 - $886
7K $5K
AVY
Avery Dennison Corp

Industrials
141
+ 1.58%
$159.58 - $183.97 $22.5K - $25.9K
9.06K $1.59M
Atlassian Corporation
7
+ 20.59%
N/A
41 $8K
GD
General Dynamics Corp

Industrials
1
+ 3.03%
$247.68 - $291.66 $248 - $292
34 $9K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1
+ 0.23%
$85.42 - $94.39 $85.4 - $94.4
438 $41K
KEY
Keycorp

Financial Services
8
+ 1.43%
$13.23 - $17.42 $106 - $139
567 $9K
PNR
Pentair PLC

Industrials
1
+ 2.5%
$76.17 - $103.58 $76.2 - $104
41 $4K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
5
+ 0.15%
$47.89 - $48.65 $239 - $243
3.43K $166K
WBD
Warner Bros. Discovery, Inc.

Communication Services
69
+ 11.73%
$7.69 - $11.46 $531 - $791
657 $7K
ROST
Ross Stores, Inc.

Consumer Cyclical
6
+ 50.0%
$126.62 - $154.26 $760 - $926
18 $2K
CBOE
Cboe Global Markets, Inc.

Financial Services
3
+ 37.5%
$205.81 - $234.23 $617 - $703
11 $2K
Tko Group Holdings Inc
2
+ 8.0%
N/A
27 $4K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
20
+ 19.42%
$15.5 - $20.28 $310 - $406
123 $2K
ACN
Accenture PLC

Technology
3
+ 4.41%
$279.23 - $323.21 $838 - $970
71 $21K
PLD
Prologis, Inc.

Real Estate
5
+ 5.88%
$89.76 - $112.34 $449 - $562
90 $9K
EBAY
Ebay Inc

Consumer Cyclical
2
+ 4.17%
$59.52 - $79.36 $119 - $159
50 $3K
GM
General Motors CO

Consumer Cyclical
2
+ 2.86%
$42.48 - $50.46 $85 - $101
72 $3K
STBA
S&T Bancorp Inc

Financial Services
1
+ 1.11%
$32.89 - $38.76 $32.9 - $38.8
91 $3K
CTSH
Cognizant Technology Solutions Corp

Technology
1
+ 4.17%
$66.47 - $81.81 $66.5 - $81.8
25 $1K
EXC
Exelon Corp

Utilities
9
+ 4.79%
$42.2 - $47.37 $380 - $426
197 $8K
PARA
Paramount Global

Communication Services
31
+ 35.63%
$10.65 - $12.9 $330 - $400
118 $1K
ITW
Illinois Tool Works Inc

Industrials
3
+ 0.23%
$218.41 - $252.43 $655 - $757
1.33K $329K
APA
Apa Corp

Energy
30
+ 8.26%
$14.03 - $21.24 $421 - $637
393 $7K
RSG
Republic Services, Inc.

Industrials
1
+ 20.0%
$227.2 - $258.07 $227 - $258
6 $1K
AEE
Ameren Corp

Utilities
2
+ 20.0%
$94.23 - $101.68 $188 - $203
12 $1K
HSY
Hershey CO

Consumer Defensive
2
+ 3.33%
$151.29 - $173.13 $303 - $346
62 $10K
FDX
Fedex Corp

Industrials
4
+ 8.0%
$198.07 - $245.17 $792 - $981
54 $12K
MRNA
Moderna, Inc.

Healthcare
14
+ 1.84%
$23.65 - $28.54 $331 - $400
773 $21K
O
Realty Income Corp

Real Estate
1
+ 0.26%
$52.27 - $58.52 $52.3 - $58.5
391 $22K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
6
+ 0.99%
$24.98 - $25.66 $150 - $154
611 $15K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
3
+ 1.01%
$44.37 - $50.04 $133 - $150
300 $14K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
5
+ 50.0%
$86.97 - $102.82 $435 - $514
15 $1K
UHS
Universal Health Services Inc

Healthcare
1
+ 1.72%
$157.05 - $197.94 $157 - $198
59 $10K
SPG
Simon Property Group Inc

Real Estate
2
+ 0.99%
$140.37 - $171.44 $281 - $343
205 $32K
ALL
Allstate Corp

Financial Services
3
+ 0.98%
$180.53 - $212.64 $542 - $638
310 $62K
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 3.57%
$126.84 - $145.22 $127 - $145
29 $3K
SIGI
Selective Insurance Group Inc

Financial Services
1
+ 0.42%
$82.37 - $92.83 $82.4 - $92.8
240 $20K
TMUS
T Mobile Us, Inc.

Communication Services
3
+ 7.14%
$220.99 - $268.54 $663 - $806
45 $10K
DNUT
Krispy Kreme, Inc.

Consumer Defensive
4
+ 0.8%
$2.57 - $4.95 $10.3 - $19.8
504 $1K
FTV
Fortive Corp

Technology
5
+ 9.62%
$52.13 - $74.29 $261 - $371
57 $2K
EOG
Eog Resources Inc

Energy
2
+ 0.76%
$104.61 - $129.97 $209 - $260
264 $31K
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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