Valley National Advisers Inc New Holdings in Q2 2025

Valley National Advisers Inc

  • $613 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IBMP
Ishares Tr Ibonds December 202

ETFs
6.92K
New
$24.98 - $25.35 $173K - $175K
6.92K $175K
Barrick Mng Corp
6.53K
New
N/A
6.53K $135K
Celestica Inc
847
New
N/A
847 $132K
TGLS
Tecnoglass Inc.

Basic Materials
1.56K
New
$62.7 - $88.42 $98K - $138K
1.56K $120K
HEI
Heico Corp

Industrials
350
New
$236.44 - $328.0 $82.8K - $115K
350 $114K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
1.87K
New
$47.24 - $58.55 $88.5K - $110K
1.87K $109K
FICO
Fair Isaac Corp

Technology
60
New
$1503.62 - $2206.01 $90.2K - $132K
60 $109K
LRN
Stride, Inc.

Consumer Defensive
700
New
$124.45 - $160.72 $87.1K - $113K
700 $101K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.94K
New
$24.88 - $25.41 $98.1K - $100K
3.94K $100K
Tortoise Capital Series Trus
2.51K
New
N/A
2.51K $89K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
971
New
$34.28 - $41.6 $33.3K - $40.4K
971 $40K
Global X Fds
576
New
N/A
576 $34K
JHMM
John Hancock Multifactor Mid C

ETFs
400
New
$50.32 - $61.13 $20.1K - $24.5K
400 $24K
Viper Energy Inc
500
New
N/A
500 $19K
Hong Kong Pharma Digital Tec
13K
New
N/A
13K $16K
MNDY
Monday.Com Ltd.

Technology
50
New
$217.77 - $314.48 $10.9K - $15.7K
50 $15K
RGTI
Rigetti Computing, Inc.

Technology
1.1K
New
$7.5 - $14.29 $8.25K - $15.7K
1.1K $13K
TOL
Toll Brothers, Inc.

Consumer Cyclical
100
New
$90.5 - $114.3 $9.05K - $11.4K
100 $11K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
500
New
$19.16 - $23.81 $9.58K - $11.9K
500 $11K
Callan Jmb Inc
2.25K
New
N/A
2.25K $11K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
35
New
$267.56 - $340.8 $9.36K - $11.9K
35 $10K
Vivopower International PLC
2.5K
New
N/A
2.5K $10K
Siyata Mobile Inc
3K
New
N/A
3K $8K
HOOD
Robinhood Markets, Inc.

Technology
88
New
$34.17 - $93.63 $3.01K - $8.24K
88 $8K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
1K
New
$8.43 - $8.77 $8.43K - $8.77K
1K $8K
Lz Technology Hldgs LTD
500
New
N/A
500 $8K
KSS
Kohls Corp

Consumer Cyclical
1K
New
$6.13 - $9.4 $6.13K - $9.4K
1K $8K
Coreweave Inc
50
New
N/A
50 $8K
Ageagle Aerial Sys Inc New
8K
New
N/A
8K $8K
XNET
Xunlei LTD

Communication Services
1.5K
New
$3.02 - $6.57 $4.53K - $9.86K
1.5K $6K
Rail Vision LTD
20K
New
N/A
20K $6K
Click Hldgs LTD
15K
New
N/A
15K $6K
Hinge Health Inc
100
New
N/A
100 $5K
Talen Energy Corp
20
New
N/A
20 $5K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
13
New
$299.15 - $396.54 $3.89K - $5.16K
13 $5K
XYF
X Financial

Financial Services
300
New
$10.77 - $19.46 $3.23K - $5.84K
300 $5K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
317
New
$13.63 - $14.4 $4.32K - $4.56K
317 $4K
Lyra Therapeutics Inc
500
New
N/A
500 $4K
ARLP
Alliance Resource Partners LP

Energy
133
New
$24.67 - $27.45 $3.28K - $3.65K
133 $3K
Cantor Equity Partners Inc
119
New
N/A
119 $3K
ECF
Ellsworth Growth & Income Fund LTD

Financial Services
333
New
$8.26 - $10.25 $2.75K - $3.41K
333 $3K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
34
New
$87.84 - $1441.89 $2.99K - $49K
34 $3K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
166
New
$19.51 - $23.9 $3.24K - $3.97K
166 $3K
NVAX
Novavax Inc

Healthcare
397
New
$5.43 - $7.74 $2.16K - $3.07K
397 $2K
Baiya Intl Group Inc
3K
New
N/A
3K $2K
WRB
Berkley W R Corp

Financial Services
14
New
$64.28 - $75.17 $900 - $1.05K
14 $1K
Hyperscale Data Inc
800
New
N/A
800 $1K
FTNT
Fortinet, Inc.

Technology
18
New
$84.71 - $108.69 $1.52K - $1.96K
18 $1K
HTEC
Robo Global Healthcare

ETFs
36
New
$24.16 - $28.53 $870 - $1.03K
36 $1K
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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