Valley National Advisers Inc Reduced Holdings in Q1 2025

Valley National Advisers Inc

  • $554 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VCEB
Vanguard World Fd Esg U S Corp

ETFs
-14
- 0.19%
$61.23 - $63.33 $857 - $887
7.25K $456K
ABT
Abbott Laboratories

Healthcare
-92
- 10.19%
$111.1 - $140.22 $10.2K - $12.9K
811 $107K
CSCO
Cisco Systems, Inc.

Technology
-456
- 3.32%
$58.74 - $64.87 $26.8K - $29.6K
13.3K $819K
FNDF
Schwab Fundamental Intl Large

ETFs
-24
- 1.06%
$32.9 - $37.45 $790 - $899
2.23K $80K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-39
- 0.42%
$45.92 - $47.58 $1.79K - $1.86K
9.22K $437K
SNY
Sanofi

Healthcare
-617
- 9.02%
$48.15 - $59.42 $29.7K - $36.7K
6.23K $345K
DUK
Duke Energy Corp

Utilities
-23
- 1.55%
$105.87 - $121.97 $2.44K - $2.81K
1.46K $177K
YUM
Yum Brands Inc

Consumer Cyclical
-23
- 2.1%
$123.25 - $162.53 $2.83K - $3.74K
1.07K $168K
CVX
Chevron Corp

Energy
-132
- 5.21%
$146.71 - $167.97 $19.4K - $22.2K
2.4K $401K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.86K
- 1.35%
$44.72 - $46.25 $83.4K - $86.2K
136K $6.27M
CVS
Cvs Health Corp

Healthcare
-37
- 1.47%
$44.22 - $68.64 $1.64K - $2.54K
2.47K $167K
BK
Bank Of New York Mellon Corp

Financial Services
-1.45K
- 5.65%
$75.42 - $88.95 $109K - $129K
24.2K $2.03M
JNJ
Johnson & Johnson

Healthcare
-63
- 1.79%
$142.06 - $167.7 $8.95K - $10.6K
3.46K $573K
KLAC
Kla Corp

Technology
-42
- 2.11%
$636.62 - $777.63 $26.7K - $32.7K
1.95K $1.32M
IBM
International Business Machines Corp

Technology
-127
- 3.52%
$217.4 - $264.74 $27.6K - $33.6K
3.48K $864K
T
At&T Inc.

Communication Services
-1.13K
- 5.17%
$21.56 - $28.28 $24.4K - $32K
20.7K $586K
NVS
Novartis Ag

Healthcare
-310
- 3.39%
$97.14 - $115.57 $30.1K - $35.8K
8.84K $984K
VZ
Verizon Communications Inc

Communication Services
-9
- 0.04%
$37.81 - $46.49 $340 - $418
20.7K $937K
CB
Chubb LTD

Financial Services
-10
- 0.21%
$257.71 - $301.99 $2.58K - $3.02K
4.74K $1.43M
MO
Altria Group, Inc.

Consumer Defensive
-4.26K
- 7.98%
$50.81 - $60.02 $216K - $256K
49.1K $2.95M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-74
- 1.52%
$402.33 - $489.71 $29.8K - $36.2K
4.79K $2.2M
MELI
Mercadolibre Inc

Consumer Cyclical
-11
- 1.38%
$1739.0 - $2260.0 $19.1K - $24.9K
787 $1.54M
TPR
Tapestry, Inc.

Consumer Cyclical
-208
- 0.48%
$65.63 - $89.21 $13.7K - $18.6K
43.1K $3.04M
AMGN
Amgen Inc

Healthcare
-943
- 7.75%
$258.59 - $327.36 $244K - $309K
11.2K $3.49M
GILD
Gilead Sciences, Inc.

Healthcare
-2.8K
- 7.36%
$89.14 - $117.41 $250K - $329K
35.3K $3.95M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-14.8K
- 1.77%
$18.36 - $20.51 $272K - $304K
821K $16.2M
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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