Valley National Advisers Inc New Holdings in Q1 2025

Valley National Advisers Inc

  • $554 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$663000.0 - $801950.0 $1.33M - $1.6M
2 $1.6M
BKR
Baker Hughes CO

Energy
27.7K
New
$41.16 - $48.85 $1.14M - $1.35M
27.7K $1.22M
PJP
Invesco Exchange Traded Fd Tr

ETFs
2.36K
New
$81.43 - $87.33 $192K - $206K
2.36K $204K
AVUV
American Centy ETF Tr Avantis

ETFs
1.77K
New
$84.95 - $100.62 $150K - $178K
1.77K $154K
AVEM
American Centy ETF Tr Avantis

ETFs
2.41K
New
$57.11 - $62.4 $138K - $150K
2.41K $144K
RSP
Invesco S&P 500 Equal Weight E

ETFs
784
New
$169.43 - $182.84 $133K - $143K
784 $135K
ARKG
Ark Genomic Revolution ETF (De

ETFs
6.37K
New
$20.76 - $29.81 $132K - $190K
6.37K $132K
IPKW
Invesco ETF Tr Ii Internationa

ETFs
2.77K
New
$39.44 - $47.66 $109K - $132K
2.77K $126K
AVDV
American Centy ETF Tr Avantis

ETFs
1.61K
New
$63.74 - $71.96 $103K - $116K
1.61K $112K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
867
New
$89.18 - $104.04 $77.3K - $90.2K
867 $79K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
1.94K
New
$28.25 - $31.5 $54.7K - $61K
1.94K $57K
REET
Ishares Global Reit ETF

ETFs
2.37K
New
$23.24 - $25.16 $55.2K - $59.7K
2.37K $57K
FLQH
Franklin Templeton Libertyq In

ETFs
1.53K
New
N/A
1.53K $49K
IZRL
Ark ETF Tr Israel Innovative T

ETFs
2.19K
New
$21.45 - $25.3 $47K - $55.4K
2.19K $46K
SCHR
Schwab Intermediate Term Us Tr

ETFs
1.69K
New
$24.05 - $24.86 $40.6K - $42K
1.69K $42K
Morgan Stanley ETF Trust
750
New
N/A
750 $42K
IAU
Ishares Gold Trust

ETFs
680
New
$49.74 - $58.96 $33.8K - $40.1K
680 $40K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
400
New
$80.73 - $94.96 $32.3K - $38K
400 $33K
WTRG
Essential Utilities, Inc.

Utilities
850
New
$33.49 - $40.57 $28.5K - $34.5K
850 $33K
SUB
Ishares Short Term National Mu

ETFs
289
New
$105.3 - $106.24 $30.4K - $30.7K
289 $30K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
511
New
$49.25 - $50.66 $25.2K - $25.9K
511 $25K
NUE
Nucor Corp

Basic Materials
202
New
$114.48 - $142.52 $23.1K - $28.8K
202 $24K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
557
New
$33.84 - $37.77 $18.8K - $21K
557 $20K
MTB
M&T Bank Corp

Financial Services
107
New
$170.47 - $201.98 $18.2K - $21.6K
107 $19K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
148
New
$111.19 - $129.47 $16.5K - $19.2K
148 $19K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
275
New
$67.43 - $75.54 $18.5K - $20.8K
275 $18K
UMC
United Microelectronics Corp

Technology
1.93K
New
$5.69 - $7.15 $11K - $13.8K
1.93K $13K
HIG
Hartford Financial Services Group, Inc.

Financial Services
100
New
$106.31 - $123.73 $10.6K - $12.4K
100 $12K
UHT
Universal Health Realty Income Trust

Real Estate
307
New
$35.13 - $42.02 $10.8K - $12.9K
307 $12K
VNT
Vontier Corp

Technology
342
New
$32.1 - $40.32 $11K - $13.8K
342 $11K
SLRC
Slr Investment Corp.

Financial Services
673
New
$16.18 - $17.82 $10.9K - $12K
673 $11K
CCAP
Crescent Capital Bdc, Inc.

Financial Services
600
New
$16.82 - $20.0 $10.1K - $12K
600 $10K
ASH
Ashland Global Holdings Inc

Basic Materials
153
New
$55.87 - $73.16 $8.55K - $11.2K
153 $9K
EDAP
Edap Tms Sa

Healthcare
3.8K
New
$1.96 - $2.86 $7.45K - $10.9K
3.8K $7K
Exchange Traded Concepts Tru
200
New
N/A
200 $7K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
96
New
$74.36 - $83.68 $7.14K - $8.03K
96 $7K
XLU
Utilities Sector Spdr

ETFs
89
New
$74.7 - $80.27 $6.65K - $7.14K
89 $7K
Atlassian Corporation
34
New
N/A
34 $7K
VST
Vistra Corp.

Utilities
52
New
$108.49 - $191.89 $5.64K - $9.98K
52 $6K
Millrose Pptys Inc
231
New
N/A
231 $6K
ITT
Itt Inc.

Industrials
50
New
$128.71 - $153.88 $6.44K - $7.69K
50 $6K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
122
New
$45.62 - $51.12 $5.57K - $6.24K
122 $6K
QBTS
D Wave Quantum Inc.

Technology
600
New
$3.83 - $11.18 $2.3K - $6.71K
600 $4K
ONCY
Oncolytics Biotech Inc

Healthcare
5.85K
New
$0.55 - $0.93 $3.22K - $5.44K
5.85K $3K
ESEA
Euroseas Ltd.

Industrials
100
New
$29.84 - $37.35 $2.98K - $3.74K
100 $3K
ALLY
Ally Financial Inc.

Financial Services
101
New
$32.99 - $40.09 $3.33K - $4.05K
101 $3K
DNUT
Krispy Kreme, Inc.

Consumer Defensive
500
New
$4.92 - $9.82 $2.46K - $4.91K
500 $2K
GSL
Global Ship Lease, Inc.

Industrials
103
New
$21.1 - $23.88 $2.17K - $2.46K
103 $2K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
9
New
$208.48 - $244.03 $1.88K - $2.2K
9 $2K
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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