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
PRU
Prudential Financial Inc

Financial Services
6
+ 0.6%
$105.04 - $122.33 $630 - $734
1K $112K
ITW
Illinois Tool Works Inc

Industrials
2
+ 0.15%
$244.9 - $274.48 $490 - $549
1.33K $329K
ABNB
Airbnb, Inc.

Consumer Cyclical
7
+ 1.19%
$119.38 - $161.42 $836 - $1.13K
594 $70K
HPE
Hewlett Packard Enterprise CO

Technology
101
+ 7.1%
$14.77 - $24.42 $1.49K - $2.47K
1.52K $23K
ET
Energy Transfer LP

Energy
20
+ 0.19%
$17.26 - $21.08 $345 - $422
10.6K $197K
TMO
Thermo Fisher Scientific Inc.

Healthcare
123
+ 3.96%
$497.6 - $606.74 $61.2K - $74.6K
3.23K $1.61M
AFRM
Affirm Holdings, Inc.

Technology
103
+ 10.2%
$43.7 - $80.98 $4.5K - $8.34K
1.11K $50K
ROK
Rockwell Automation, Inc

Industrials
1
+ 0.22%
$255.29 - $303.75 $255 - $304
461 $119K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
132
+ 10.65%
$634.14 - $744.83 $83.7K - $98.3K
1.37K $869K
COIN
Coinbase Global, Inc.

Technology
20
+ 9.71%
$172.23 - $301.3 $3.44K - $6.03K
226 $38K
TGT
Target Corp

Consumer Defensive
18
+ 2.87%
$103.65 - $142.5 $1.87K - $2.57K
646 $67K
AVY
Avery Dennison Corp

Industrials
316
+ 3.67%
$174.58 - $195.91 $55.2K - $61.9K
8.92K $1.59M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
286
+ 3.41%
N/A
8.68K $369K
HUBB
Hubbell Inc

Industrials
1
+ 0.27%
$330.91 - $456.86 $331 - $457
370 $122K
PNC
Pnc Financial Services Group, Inc.

Financial Services
4
+ 0.2%
$168.84 - $202.89 $675 - $812
2.01K $353K
HD
Home Depot, Inc.

Consumer Cyclical
213
+ 3.83%
$347.25 - $424.87 $74K - $90.5K
5.77K $2.11M
VTI
Vanguard Total Stock Market Et

ETFs
106
+ 2.02%
$271.18 - $303.12 $28.7K - $32.1K
5.35K $1.47M
ODFL
Old Dominion Freight Line, Inc.

Industrials
315
+ 3.3%
$161.13 - $209.29 $50.8K - $65.9K
9.87K $1.63M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
192
+ 1.76%
$175.5 - $209.86 $33.7K - $40.3K
11.1K $2.01M
SCHX
Schwab Strategic Tr Us Large C

ETFs
83.1K
+ 4.83%
$21.75 - $24.28 $1.81M - $2.02M
1.8M $39.8M
TT
Trane Technologies PLC

Industrials
9
+ 0.48%
$332.0 - $400.86 $2.99K - $3.61K
1.9K $638K
VUG
Vanguard Growth ETF

ETFs
102
+ 3.92%
$369.1 - $427.61 $37.6K - $43.6K
2.71K $1M
GWW
W.W. Grainger, Inc.

Industrials
50
+ 2.88%
$953.54 - $1132.42 $47.7K - $56.6K
1.79K $1.76M
HAL
Halliburton CO

Energy
1.69K
+ 2.63%
$24.15 - $29.9 $40.9K - $50.7K
66K $1.67M
Tidal Tr Ii
98
+ 0.7%
N/A
14K $488K
APH
Amphenol Corp

Technology
520
+ 1.76%
$61.62 - $78.55 $32K - $40.8K
30.1K $1.97M
STLG
Ishares Factors Us Growth Styl

ETFs
15.1K
+ 9.24%
N/A
178K $9.1M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.07K
+ 2.62%
$69.69 - $79.99 $74.4K - $85.3K
41.7K $2.98M
PCAR
Paccar Inc

Industrials
356
+ 1.87%
$96.91 - $112.51 $34.5K - $40.1K
19.4K $1.89M
CAT
Caterpillar Inc

Industrials
276
+ 4.15%
$326.75 - $407.63 $90.2K - $113K
6.93K $2.28M
NVDA
Nvidia Corp

Technology
5.16K
+ 18.63%
$106.98 - $149.43 $552K - $771K
32.8K $3.56M
AMAT
Applied Materials Inc

Technology
231
+ 1.95%
$145.06 - $195.51 $33.5K - $45.2K
12.1K $1.75M
NOW
Service Now, Inc.

Technology
14
+ 1.95%
$783.83 - $1170.39 $11K - $16.4K
731 $581K
MAR
Marriott International Inc

Consumer Cyclical
115
+ 1.43%
$237.01 - $304.45 $27.3K - $35K
8.17K $1.95M
NKE
Nike, Inc.

Consumer Cyclical
36
+ 0.14%
$63.29 - $81.72 $2.28K - $2.94K
25.2K $1.6M
PWR
Quanta Services, Inc.

Industrials
104
+ 1.49%
$236.71 - $358.03 $24.6K - $37.2K
7.08K $1.8M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
35.5K
+ 3.32%
$21.23 - $23.75 $754K - $844K
1.1M $23.8M
VGT
Vanguard Information Technolog

ETFs
368
+ 4.21%
$542.38 - $646.34 $200K - $238K
9.12K $4.94M
TSLA
Tesla, Inc.

Consumer Cyclical
155
+ 4.01%
$222.15 - $428.22 $34.4K - $66.4K
4.02K $1.04M
CRM
Salesforce, Inc.

Technology
313
+ 3.35%
$268.36 - $359.95 $84K - $113K
9.64K $2.59M
GOOGL
Alphabet Inc.

Communication Services
693
+ 3.69%
$154.33 - $206.19 $107K - $143K
19.5K $3.01M
BX
Blackstone Inc.

Financial Services
32
+ 0.18%
$136.53 - $186.74 $4.37K - $5.98K
18.1K $2.53M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
283
+ 1.16%
$165.25 - $224.62 $46.8K - $63.6K
24.7K $4.1M
AMZN
Amazon Com Inc

Consumer Cyclical
705
+ 2.01%
$190.26 - $242.06 $134K - $171K
35.7K $6.8M
MRVL
Marvell Technology, Inc.

Technology
78
+ 0.31%
$61.57 - $126.06 $4.8K - $9.83K
25.2K $1.55M
AVGO
Broadcom Inc.

Technology
393
+ 1.88%
$167.43 - $244.7 $65.8K - $96.2K
21.3K $3.56M
MSFT
Microsoft Corp

Technology
1.54K
+ 3.55%
$375.39 - $447.2 $577K - $687K
44.8K $16.8M
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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