Valley National Advisers Inc Reduced Holdings in Q3 2024

Valley National Advisers Inc

  • $554 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LEN
Lennar Corp

Consumer Cyclical
-29
- 7.71%
$142.5 - $192.45 $4.13K - $5.58K
347 $65K
HBAN
Huntington Bancshares Inc

Financial Services
-90
- 1.16%
$12.84 - $15.15 $1.16K - $1.36K
7.68K $112K
GIS
General Mills Inc

Consumer Defensive
-79
- 5.03%
$62.5 - $75.15 $4.94K - $5.94K
1.49K $110K
UNP
Union Pacific Corp

Industrials
-395
- 7.17%
$221.78 - $256.09 $87.6K - $101K
5.12K $1.26M
ABBV
Abb Vie Inc.

Healthcare
-677
- 11.94%
$163.84 - $199.33 $111K - $135K
4.99K $986K
Ge Vernova Inc
-76
- 18.72%
N/A
330 $84K
PEG
Public Service Enterprise Group Inc

Utilities
-136
- 6.99%
$73.58 - $89.21 $10K - $12.1K
1.81K $161K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-79
- 1.78%
$332.02 - $382.76 $26.2K - $30.2K
4.35K $1.63M
TRV
Travelers Companies, Inc.

Financial Services
-31
- 3.6%
$201.87 - $242.35 $6.26K - $7.51K
829 $194K
WY
Weyerhaeuser CO

Real Estate
-45
- 1.06%
$27.05 - $33.84 $1.22K - $1.52K
4.19K $141K
FULT
Fulton Financial Corp

Financial Services
-563
- 1.87%
$16.35 - $20.14 $9.21K - $11.3K
29.6K $535K
ITW
Illinois Tool Works Inc

Industrials
-26
- 1.92%
$233.14 - $263.97 $6.06K - $6.86K
1.33K $347K
VTI
Vanguard Total Stock Market Et

ETFs
-180
- 3.39%
$255.18 - $283.2 $45.9K - $51K
5.12K $1.45M
FITB
Fifth Third Bancorp

Financial Services
-30
- 0.46%
$36.01 - $43.64 $1.08K - $1.31K
6.53K $279K
RDFN
Redfin Corp

Real Estate
-65
- 0.99%
$5.64 - $14.45 $367 - $939
6.53K $81K
VEEV
Veeva Systems Inc

Healthcare
-10
- 0.6%
$180.43 - $223.9 $1.8K - $2.24K
1.66K $348K
APO
Apollo Global Management, Inc.

Financial Services
-284
- 2.49%
$99.16 - $125.81 $28.2K - $35.7K
11.1K $1.39M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-57
- 2.71%
$156.14 - $187.2 $8.9K - $10.7K
2.05K $378K
PPL
Ppl Corp

Utilities
-5.2K
- 12.7%
$27.36 - $33.08 $142K - $172K
35.7K $1.18M
SNY
Sanofi

Healthcare
-747
- 7.03%
$48.54 - $58.53 $36.3K - $43.7K
9.88K $569K
Coherent Corp
-60
- 1.59%
N/A
3.72K $330K
PM
Philip Morris International Inc.

Consumer Defensive
-649
- 9.1%
$101.25 - $127.45 $65.7K - $82.7K
6.48K $787K
DE
Deere & CO

Industrials
-26
- 1.48%
$344.84 - $418.0 $8.97K - $10.9K
1.73K $721K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-35
- 1.23%
$386.81 - $423.12 $13.5K - $14.8K
2.81K $1.19M
CB
Chubb LTD

Financial Services
-247
- 4.96%
$252.51 - $292.2 $62.4K - $72.2K
4.73K $1.36M
ALLE
Allegion PLC

Industrials
-1.1K
- 11.44%
$114.67 - $145.7 $126K - $161K
8.53K $1.24M
DFAI
Dimensional ETF Tr

ETFs
-329
- 0.57%
$28.69 - $32.06 $9.44K - $10.5K
57.8K $1.84M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-940
- 9.08%
$405.19 - $478.57 $381K - $450K
9.42K $4.33M
MELI
Mercadolibre Inc

Consumer Cyclical
-71
- 8.17%
$1591.44 - $2140.1 $113K - $152K
798 $1.64M
BX
Blackstone Inc.

Financial Services
-1.3K
- 6.71%
$120.77 - $159.66 $157K - $207K
18.1K $2.76M
IBM
International Business Machines Corp

Technology
-543
- 3.77%
$175.1 - $223.38 $95.1K - $121K
13.9K $3.06M
Activity Summary
Buys All Purchases 96 New Holdings 18 Increased Positions 78 Sells All Sells 432 Reductions 432 Sold out 0 Options Calls 0 Puts 0
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