Valley National Advisers Inc Sells in Q4 2024

Valley National Advisers Inc

  • $557 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ADP
Automatic Data Processing Inc

Industrials
-495
- 31.61%
$280.08 - $307.97 $139K - $152K
1.07K $313K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-472
- 16.64%
N/A
2.36K $161K
JNJ
Johnson & Johnson

Healthcare
-137
- 3.75%
$143.34 - $165.86 $19.6K - $22.7K
3.52K $508K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-397
- 0.92%
$94.79 - $95.69 $37.6K - $38K
42.8K $4.07M
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
-2.75K
- 71.24%
$25.02 - $27.43 $68.8K - $75.4K
1.11K $27K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-68
- 1.38%
$408.59 - $476.19 $27.8K - $32.4K
4.86K $2.04M
UPS
United Parcel Service Inc

Industrials
-186
- 4.25%
$122.65 - $138.35 $22.8K - $25.7K
4.19K $528K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
-3.66K
- 31.57%
$19.11 - $24.18 $70K - $88.5K
7.94K $179K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-733
- 34.2%
$89.88 - $101.38 $65.9K - $74.3K
1.41K $131K
CME
Cme Group Inc.

Financial Services
-374
- 21.26%
$221.17 - $246.02 $82.7K - $92K
1.39K $321K
IHDG
Wisdomtree Tr

ETFs
-63
- 0.23%
$43.38 - $46.0 $2.73K - $2.9K
27.2K $1.18M
GPC
Genuine Parts CO

Consumer Cyclical
-433
- 95.58%
$113.11 - $143.63 $49K - $62.2K
20 $2K
GLD
Spdr Gold Trust

ETFs
-253
- 38.92%
$236.59 - $257.5 $59.9K - $65.1K
397 $96K
GE
General Electric CO

Industrials
-135
- 8.07%
$159.95 - $194.23 $21.6K - $26.2K
1.54K $256K
GNTX
Gentex Corp

Consumer Cyclical
-1.7K
- 23.05%
$28.6 - $31.34 $48.7K - $53.4K
5.69K $162K
CI
Cigna Corp

Healthcare
-2
- 0.27%
$265.59 - $358.58 $531 - $717
735 $202K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-983
- 18.46%
$47.58 - $48.56 $46.8K - $47.7K
4.34K $207K
EMGF
Ishares Msci Emerging Markets

ETFs
-801
- 27.37%
$45.23 - $51.49 $36.2K - $41.2K
2.13K $96K
IWM
Ishares Russell 2000 ETF

ETFs
-215
- 94.71%
$216.13 - $242.4 $46.5K - $52.1K
12 $2K
XT
Ishares Tr Exponential Technol

ETFs
-355
- 1.67%
$58.7 - $62.72 $20.8K - $22.3K
21K $1.25M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-2.29K
- 18.35%
$20.6 - $20.71 $47.1K - $47.4K
10.2K $210K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-179
- 4.39%
$75.65 - $83.47 $13.5K - $14.9K
3.9K $296K
F
Ford Motor CO

Consumer Cyclical
-4.07K
- 43.99%
$9.69 - $11.4 $39.5K - $46.4K
5.18K $51K
GLW
Corning Inc

Technology
-1.12K
- 34.53%
$44.11 - $49.76 $49.2K - $55.5K
2.11K $100K
KR
Kroger CO

Consumer Defensive
-836
- 39.08%
$55.21 - $63.3 $46.2K - $52.9K
1.3K $78K
NOC
Northrop Grumman Corp

Industrials
-28
- 7.0%
$466.52 - $543.88 $13.1K - $15.2K
372 $174K
TT
Trane Technologies PLC

Industrials
-1
- 0.05%
$369.35 - $419.14 $369 - $419
1.89K $697K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-93
- 7.35%
$521.84 - $558.82 $48.5K - $52K
1.17K $631K
RDFN
Redfin Corp

Real Estate
-294
- 4.5%
$7.87 - $12.55 $2.31K - $3.69K
6.24K $49K
AMD
Advanced Micro Devices Inc

Technology
-9
- 1.27%
$118.88 - $172.8 $1.07K - $1.56K
702 $84K
SAH
Sonic Automotive Inc

Consumer Cyclical
-565
- 55.45%
$53.62 - $69.93 $30.3K - $39.5K
454 $28K
SSNC
Ss&C Technologies Holdings Inc

Technology
-437
- 33.85%
$69.93 - $77.36 $30.6K - $33.8K
854 $64K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-261
- 12.24%
$60.13 - $67.31 $15.7K - $17.6K
1.87K $113K
ZTS
Zoetis Inc.

Healthcare
-111
- 31.81%
$162.24 - $194.42 $18K - $21.6K
238 $38K
JKHY
Henry Jack & Associates Inc

Technology
-168
- 40.48%
$171.12 - $186.18 $28.7K - $31.3K
247 $43K
CL
Colgate Palmolive CO

Consumer Defensive
-166
- 16.84%
$90.22 - $102.31 $15K - $17K
820 $74K
CSX
Csx Corp

Industrials
-468
- 7.78%
$31.58 - $36.88 $14.8K - $17.3K
5.55K $178K
EVR
Evercore Inc.

Financial Services
-690
- 10.08%
$247.66 - $315.67 $171K - $218K
6.15K $1.71M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-160
- 1.77%
$126.68 - $134.74 $20.3K - $21.6K
8.89K $1.13M
MU
Micron Technology Inc

Technology
-95
- 16.18%
$84.16 - $113.41 $8K - $10.8K
492 $41K
LEN
Lennar Corp

Consumer Cyclical
-1
- 0.29%
$136.2 - $188.96 $136 - $189
346 $47K
BP
Bp PLC

Energy
-500
- 31.79%
$28.16 - $33.14 $14.1K - $16.6K
1.07K $31K
METV
Listed Fds Tr Roundhill Ball M

ETFs
-1.46K
- 43.92%
$13.21 - $15.35 $19.3K - $22.4K
1.86K $26K
D
Dominion Energy, Inc

Utilities
-200
- 12.49%
$52.63 - $60.92 $10.5K - $12.2K
1.4K $75K
TGT
Target Corp

Consumer Defensive
-3
- 0.48%
$121.59 - $160.69 $365 - $482
628 $84K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-300
- 20.58%
$44.2 - $49.46 $13.3K - $14.8K
1.16K $52K
HUBB
Hubbell Inc

Industrials
-24
- 6.11%
$418.89 - $472.12 $10.1K - $11.3K
369 $154K
DVY
Ishares Tr

ETFs
-50
- 2.58%
$129.55 - $143.41 $6.48K - $7.17K
1.89K $248K
HAS
Hasbro, Inc.

Consumer Cyclical
-144
- 53.53%
$55.71 - $72.94 $8.02K - $10.5K
125 $6K
Activity Summary
Buys All Purchases 318 New Holdings 85 Increased Positions 233 Sells All Sells 168 Reductions 168 Sold out 0 Options Calls 0 Puts 0
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