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
SHOP
Shopify Inc.

Technology
3
+ 6.38%
$90.59 - $129.31 $272 - $388
50 $4K
CBOE
Cboe Global Markets, Inc.

Financial Services
2
+ 33.33%
$190.84 - $226.29 $382 - $453
8 $1K
Veralto Corp
2
+ 3.45%
N/A
60 $5K
PEAK
Healthpeak Properties, Inc.

Real Estate
7
+ 2.11%
N/A
339 $6K
DOV
Dover Corp

Industrials
3
+ 5.26%
$174.65 - $206.43 $524 - $619
60 $10K
SNOW
Snowflake Inc.

Technology
2
+ 1.74%
$146.16 - $192.78 $292 - $386
117 $17K
Ge Vernova Inc
24
+ 7.27%
N/A
354 $108K
DFS
Discover Financial Services

Financial Services
2
+ 2.15%
$152.99 - $203.25 $306 - $407
95 $16K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
4
+ 0.67%
$24.73 - $25.62 $98.9 - $102
605 $15K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
2
+ 0.68%
$47.08 - $50.67 $94.2 - $101
297 $14K
DG
Dollar General Corp

Consumer Defensive
4
+ 25.0%
$68.44 - $87.93 $274 - $352
20 $1K
CDW
Cdw Corp

Technology
1
+ 6.67%
$160.26 - $206.13 $160 - $206
16 $2K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1
+ 33.33%
$283.06 - $421.16 $283 - $421
4 $1K
OKE
Oneok Inc

Energy
1
+ 0.17%
$89.57 - $109.85 $89.6 - $110
597 $59K
CRWD
Crowd Strike Holdings, Inc.

Technology
2
+ 66.67%
$308.86 - $455.36 $618 - $911
5 $1K
KHC
Kraft Heinz CO

Consumer Defensive
26
+ 2.62%
$28.51 - $32.22 $741 - $838
1.02K $30K
CTSH
Cognizant Technology Solutions Corp

Technology
7
+ 41.18%
$75.32 - $90.7 $527 - $635
24 $1K
DASH
Door Dash, Inc.

Communication Services
3
+ 42.86%
$168.37 - $213.38 $505 - $640
10 $1K
FRPT
Freshpet, Inc.

Consumer Defensive
4
+ 23.53%
$83.17 - $162.59 $333 - $650
21 $1K
IEX
Idex Corp

Industrials
1
+ 2.56%
$178.23 - $224.31 $178 - $224
40 $7K
DXCM
Dexcom Inc

Healthcare
3
+ 2.48%
$67.74 - $90.75 $203 - $272
124 $8K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
3
+ 3.0%
$18.53 - $29.07 $55.6 - $87.2
103 $1K
ANSS
Ansys Inc

Technology
2
+ 2.0%
$316.56 - $360.36 $633 - $721
102 $32K
BTU
Peabody Energy Corp

Energy
1
+ 0.98%
$12.48 - $20.86 $12.5 - $20.9
103 $1K
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
3
+ 0.56%
$42.69 - $52.91 $128 - $159
537 $23K
SIGI
Selective Insurance Group Inc

Financial Services
1
+ 0.42%
$78.49 - $95.48 $78.5 - $95.5
239 $21K
SPG
Simon Property Group Inc

Real Estate
1
+ 0.5%
$159.48 - $187.78 $159 - $188
203 $33K
CEG
Constellation Energy Corp

Utilities
1
+ 1.89%
$201.63 - $347.44 $202 - $347
54 $10K
DLR
Digital Realty Trust, Inc.

Real Estate
1
+ 5.88%
$142.1 - $183.56 $142 - $184
18 $2K
NTAP
Net App, Inc.

Technology
7
+ 20.0%
$87.84 - $126.3 $615 - $884
42 $3K
ITOT
Ishares Core S&P Total U.S. St

ETFs
4
+ 1.08%
$120.29 - $134.6 $481 - $538
374 $45K
Arista Networks Inc
2
+ 4.17%
N/A
50 $3K
ACHR
Archer Aviation Inc.

Industrials
104
+ 10.4%
$6.8 - $11.51 $707 - $1.2K
1.1K $7K
ASML
Asml Holding Nv

Technology
46
+ 4.5%
$662.63 - $776.99 $30.5K - $35.7K
1.07K $707K
ACN
Accenture PLC

Technology
2
+ 3.03%
$300.91 - $398.25 $602 - $797
68 $21K
HPQ
Hp Inc

Technology
100
+ 11.11%
$27.69 - $34.72 $2.77K - $3.47K
1K $27K
SOXX
Ishares Semiconductor ETF

ETFs
35
+ 11.74%
$188.17 - $235.81 $6.59K - $8.25K
333 $62K
RJF
Raymond James Financial Inc

Financial Services
4
+ 2.33%
$137.62 - $172.64 $550 - $691
176 $24K
MSI
Motorola Solutions, Inc.

Technology
4
+ 2.56%
$411.73 - $482.1 $1.65K - $1.93K
160 $70K
DECK
Deckers Outdoor Corp

Consumer Cyclical
4
+ 10.26%
$111.56 - $223.11 $446 - $892
43 $4K
CF
Cf Industries Holdings, Inc.

Basic Materials
11
+ 2.2%
$75.03 - $97.25 $825 - $1.07K
511 $39K
AXON
Axon Enterprise, Inc.

Industrials
1
+ 1.82%
$496.65 - $710.01 $497 - $710
56 $29K
PEG
Public Service Enterprise Group Inc

Utilities
9
+ 0.5%
$78.2 - $90.39 $704 - $814
1.82K $149K
DHR
Danaher Corp

Healthcare
12
+ 3.83%
$201.62 - $250.59 $2.42K - $3.01K
325 $66K
DAL
Delta Air Lines, Inc.

Industrials
3
+ 0.97%
$43.6 - $69.06 $131 - $207
313 $13K
CSX
Csx Corp

Industrials
345
+ 6.22%
$29.11 - $33.67 $10K - $11.6K
5.9K $173K
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.2%
$183.02 - $207.75 $183 - $208
491 $91K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1
+ 0.39%
$203.38 - $274.79 $203 - $275
255 $52K
GIS
General Mills Inc

Consumer Defensive
1
+ 0.06%
$57.56 - $65.3 $57.6 - $65.3
1.6K $95K
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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