Valley National Advisers Inc New Holdings in Q3 2025

Valley National Advisers Inc

  • $646 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BR
Broadridge Financial Solutions, Inc.

Technology
8.72K
New
$233.75 - $266.89 $2.04M - $2.33M
8.72K $2.08M
AME
Ametek Inc

Industrials
11K
New
$176.44 - $192.03 $1.93M - $2.11M
11K $2.06M
STE
Steris PLC

Healthcare
8.27K
New
$221.21 - $252.43 $1.83M - $2.09M
8.27K $2.04M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
22.6K
New
$86.67 - $100.17 $1.96M - $2.26M
22.6K $2.04M
LII
Lennox International Inc

Industrials
3.74K
New
$516.18 - $664.54 $1.93M - $2.49M
3.74K $1.98M
MLPA
Global X Mlp ETF

ETFs
23.8K
New
$48.25 - $51.56 $1.15M - $1.23M
23.8K $1.15M
Nebius Group N.V.
1.3K
New
N/A
1.3K $145K
RKT
Rocket Companies, Inc.

Financial Services
4.94K
New
$13.31 - $21.16 $65.8K - $105K
4.94K $95K
ARKQ
Ark Autonomous Technology & Ro

ETFs
808
New
$86.2 - $111.56 $69.6K - $90.1K
808 $90K
Paramount Skydance Corp
3.63K
New
N/A
3.63K $68K
Viper Energy Inc
500
New
N/A
500 $19K
IEFA
Ishares Tr

ETFs
207
New
$81.7 - $87.53 $16.9K - $18.1K
207 $18K
CIVI
Civitas Resources, Inc.

Energy
500
New
$27.85 - $37.37 $13.9K - $18.7K
500 $16K
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
248
New
$40.33 - $66.97 $10K - $16.6K
248 $16K
MGK
Vanguard Mega Cap Growth ETF

ETFs
38
New
$362.31 - $405.74 $13.8K - $15.4K
38 $15K
IYW
Ishares Dj Us Tech ETF

ETFs
74
New
$171.38 - $197.01 $12.7K - $14.6K
74 $14K
NWBI
Northwest Bancshares, Inc.

Financial Services
1.11K
New
$11.5 - $13.53 $12.8K - $15K
1.11K $13K
AOA
Ishares Tr Core Aggressive All

ETFs
128
New
$82.71 - $88.14 $10.6K - $11.3K
128 $11K
SPRX
Listed Fds Tr Spear Alpha ETF

ETFs
250
New
$28.6 - $40.2 $7.15K - $10.1K
250 $9K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
500
New
$18.41 - $20.12 $9.21K - $10.1K
500 $9K
Tss Inc Del
500
New
N/A
500 $9K
Phoenix Asia Hldgs LTD
1K
New
N/A
1K $8K
JCPB
J P Morgan Exchange Traded Fd

ETFs
170
New
$46.37 - $47.77 $7.88K - $8.12K
170 $8K
HST
Host Hotels & Resorts, Inc.

Real Estate
528
New
$15.27 - $17.68 $8.06K - $9.34K
528 $8K
INSM
Insmed Inc

Healthcare
50
New
$96.14 - $147.2 $4.81K - $7.36K
50 $7K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
15
New
$311.12 - $482.13 $4.67K - $7.23K
15 $6K
EFC
Ellington Financial Inc.

Real Estate
500
New
$12.66 - $14.02 $6.33K - $7.01K
500 $6K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
264
New
$25.5 - $35.2 $6.73K - $9.29K
264 $6K
Scisparc LTD
1K
New
N/A
1K $6K
Wolfspeed Inc
222
New
N/A
222 $6K
APP
App Lovin Corp

Technology
8
New
$335.1 - $718.54 $2.68K - $5.75K
8 $5K
ITT
Itt Inc.

Industrials
28
New
$155.93 - $182.88 $4.37K - $5.12K
28 $5K
SPTL
Spdr Portfolio Long Term Treas

ETFs
189
New
$25.67 - $27.21 $4.85K - $5.14K
189 $5K
Upexi Inc
890
New
N/A
890 $5K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
67
New
$78.11 - $79.07 $5.23K - $5.3K
67 $5K
Diginex LTD
300
New
N/A
300 $4K
Draganfly Inc.
500
New
N/A
500 $4K
IBKR
Interactive Brokers Group, Inc.

Financial Services
59
New
$56.32 - $68.81 $3.32K - $4.06K
59 $4K
NTRA
Natera, Inc.

Healthcare
31
New
$133.66 - $181.11 $4.14K - $5.61K
31 $4K
Sailpoint Inc
200
New
N/A
200 $4K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
8
New
$473.44 - $553.71 $3.79K - $4.43K
8 $4K
IAK
Ishares Tr

ETFs
29
New
$126.37 - $134.46 $3.66K - $3.9K
29 $3K
EXP
Eagle Materials Inc

Basic Materials
13
New
$209.12 - $242.26 $2.72K - $3.15K
13 $3K
Gorilla Technology Group Inc
200
New
N/A
200 $3K
IWY
Ishares Tr Russell 200 Growth

ETFs
14
New
$243.93 - $275.62 $3.42K - $3.86K
14 $3K
APLD
Applied Blockchain, Inc.

Financial Services
150
New
$9.18 - $24.67 $1.38K - $3.7K
150 $3K
NBIX
Neurocrine Biosciences Inc

Healthcare
26
New
$123.98 - $146.67 $3.22K - $3.81K
26 $3K
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
100
New
N/A
100 $3K
FTI
Technip Fmc PLC

Energy
80
New
$32.19 - $40.89 $2.58K - $3.27K
80 $3K
Activity Summary
Buys All Purchases 315 New Holdings 106 Increased Positions 209 Sells All Sells 262 Reductions 262 Sold out 0 Options Calls 0 Puts 0
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