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
FNDB
Schwab Fundamental U S Broad M

ETFs
3.91K
+ 165.71%
$23.07 - $70.32 $90.3K - $275K
6.28K $145K
WY
Weyerhaeuser CO

Real Estate
5
+ 0.12%
$27.21 - $33.7 $136 - $169
4.2K $118K
PG
Procter & Gamble CO

Consumer Defensive
76
+ 1.18%
$161.05 - $179.7 $12.2K - $13.7K
6.51K $1.09M
SYY
Sysco Corp

Consumer Defensive
96
+ 0.4%
$73.63 - $81.77 $7.07K - $7.85K
23.9K $1.83M
VZ
Verizon Communications Inc

Communication Services
1.45K
+ 7.57%
$39.6 - $45.21 $57.6K - $65.7K
20.7K $826K
FNDA
Schwab Fundamental U S Small C

ETFs
742
+ 36.09%
$29.26 - $59.11 $21.7K - $43.9K
2.8K $83K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
5
+ 0.09%
$99.2 - $108.47 $496 - $542
5.81K $578K
CB
Chubb LTD

Financial Services
22
+ 0.47%
$271.57 - $301.89 $5.97K - $6.64K
4.75K $1.31M
UNH
Unitedhealth Group Inc

Healthcare
63
+ 5.92%
$485.52 - $625.25 $30.6K - $39.4K
1.13K $570K
HD
Home Depot, Inc.

Consumer Cyclical
81
+ 1.48%
$385.02 - $431.37 $31.2K - $34.9K
5.56K $2.16M
RMD
Resmed Inc

Healthcare
181
+ 2.55%
$228.69 - $256.07 $41.4K - $46.3K
7.28K $1.66M
ABBV
Abb Vie Inc.

Healthcare
111
+ 2.22%
$164.99 - $203.87 $18.3K - $22.6K
5.11K $907K
HAL
Halliburton CO

Energy
1.35K
+ 2.14%
$25.77 - $31.99 $34.7K - $43K
64.3K $1.75M
UBER
Uber Technologies, Inc

Technology
244
+ 3.77%
$59.93 - $86.34 $14.6K - $21.1K
6.72K $405K
ASML
Asml Holding Nv

Technology
59
+ 6.12%
$658.43 - $872.27 $38.8K - $51.5K
1.02K $709K
EFG
Msci Eafe Growth ETF

ETFs
76
+ 0.72%
$96.83 - $106.88 $7.36K - $8.12K
10.6K $1.03M
MCD
Mcdonalds Corp

Consumer Cyclical
212
+ 1.69%
$288.47 - $316.54 $61.2K - $67.1K
12.8K $3.7M
TMO
Thermo Fisher Scientific Inc.

Healthcare
268
+ 9.43%
$501.29 - $612.85 $134K - $164K
3.11K $1.62M
CAT
Caterpillar Inc

Industrials
65
+ 0.99%
$360.37 - $416.88 $23.4K - $27.1K
6.65K $2.41M
CTAS
Cintas Corp

Industrials
138
+ 1.57%
$182.7 - $226.47 $25.2K - $31.3K
8.91K $1.63M
ODFL
Old Dominion Freight Line, Inc.

Industrials
127
+ 1.35%
$176.4 - $231.84 $22.4K - $29.4K
9.55K $1.68M
QCOM
Qualcomm Inc

Technology
219
+ 1.44%
$150.4 - $178.04 $32.9K - $39K
15.4K $2.36M
AVY
Avery Dennison Corp

Industrials
243
+ 2.91%
$186.26 - $220.48 $45.3K - $53.6K
8.6K $1.61M
AZN
Astrazeneca PLC

Healthcare
508
+ 2.21%
$63.2 - $79.58 $32.1K - $40.4K
23.5K $1.54M
DVN
Devon Energy Corp

Energy
908
+ 2.01%
$30.52 - $42.96 $27.7K - $39K
46K $1.51M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
939
+ 1.7%
$55.45 - $61.08 $52.1K - $57.4K
56.1K $3.11M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
489
+ 0.41%
$26.63 - $30.23 $13K - $14.8K
120K $3.2M
LLY
Eli Lilly & CO

Healthcare
255
+ 5.91%
$727.2 - $932.06 $185K - $238K
4.57K $3.53M
MPWR
Monolithic Power Systems Inc

Technology
292
+ 15.19%
$560.06 - $942.58 $164K - $275K
2.21K $1.31M
SCHC
Schwab Strategic Tr Intl Small

ETFs
454
+ 0.29%
$33.93 - $38.37 $15.4K - $17.4K
158K $5.42M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
694K
+ 185.17%
$22.01 - $66.82 $15.3M - $46.4M
1.07M $24.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
413K
+ 97.85%
$18.41 - $40.87 $7.61M - $16.9M
836K $15.5M
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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