Valley National Advisers Inc Sells in Q2 2025

Valley National Advisers Inc

  • $613 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GNTX
Gentex Corp

Consumer Cyclical
-1.63K
- 50.87%
$20.83 - $23.52 $34K - $38.4K
1.58K $33K
SSNC
Ss&C Technologies Holdings Inc

Technology
-446
- 58.45%
$71.96 - $83.42 $32.1K - $37.2K
317 $26K
FNDB
Schwab Fundamental U S Broad M

ETFs
-1.82K
- 22.67%
$20.36 - $23.98 $37.1K - $43.7K
6.21K $148K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-416
- 47.98%
$82.17 - $99.96 $34.2K - $41.6K
451 $44K
XLE
Energy Sector Spdr

ETFs
-362
- 92.82%
$76.44 - $94.13 $27.7K - $34.1K
28 $2K
UNP
Union Pacific Corp

Industrials
-11
- 0.23%
$208.27 - $238.46 $2.29K - $2.62K
4.76K $1.09M
JSML
Janus Detroit Str Tr Henderson

ETFs
-522
- 89.23%
$54.0 - $67.45 $28.2K - $35.2K
63 $4K
HII
Huntington Ingalls Industries, Inc.

Industrials
-174
- 59.79%
$183.31 - $241.46 $31.9K - $42K
117 $28K
PJP
Invesco Exchange Traded Fd Tr

ETFs
-183
- 7.75%
$74.59 - $84.45 $13.6K - $15.5K
2.18K $174K
UL
Unilever PLC

Consumer Defensive
-641
- 9.93%
$57.9 - $65.43 $37.1K - $41.9K
5.81K $355K
REET
Ishares Global Reit ETF

ETFs
-1.17K
- 49.33%
$21.59 - $25.16 $25.3K - $29.5K
1.2K $29K
XSMO
Invesco S&P Smallcap Momentum

ETFs
-659
- 20.61%
$55.15 - $68.11 $36.3K - $44.9K
2.54K $172K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-193
- 72.28%
$99.37 - $134.05 $19.2K - $25.9K
74 $8K
FULT
Fulton Financial Corp

Financial Services
-1.31K
- 4.27%
$15.13 - $18.4 $19.8K - $24.1K
29.3K $528K
DOW
Dow Inc.

Basic Materials
-582
- 62.85%
$25.81 - $34.89 $15K - $20.3K
344 $9K
CI
Cigna Corp

Healthcare
-70
- 9.35%
$301.89 - $340.04 $21.1K - $23.8K
679 $224K
TFC
Truist Financial Corp

Financial Services
-925
- 9.68%
$34.79 - $42.99 $32.2K - $39.8K
8.63K $371K
FOUR
Shift4 Payments, Inc.

Technology
-300
- 70.59%
$72.5 - $99.11 $21.8K - $29.7K
125 $12K
IBB
Ishares Biotechnology ETF

ETFs
-138
- 4.07%
$112.02 - $129.0 $15.5K - $17.8K
3.25K $411K
INTC
Intel Corp

Technology
-908
- 28.88%
$18.13 - $22.69 $16.5K - $20.6K
2.24K $50K
SUB
Ishares Short Term National Mu

ETFs
-204
- 70.59%
$104.77 - $106.34 $21.4K - $21.7K
85 $9K
ELV
Elevance Health, Inc.

Healthcare
-10
- 2.85%
$372.27 - $452.69 $3.72K - $4.53K
341 $132K
BP
Bp PLC

Energy
-500
- 36.42%
$26.11 - $33.81 $13.1K - $16.9K
873 $26K
BDX
Becton Dickinson & CO

Healthcare
-78
- 61.9%
$165.15 - $226.42 $12.9K - $17.7K
48 $8K
C
Citigroup Inc

Financial Services
-305
- 62.5%
$58.13 - $85.12 $17.7K - $26K
183 $15K
NEE
Nextera Energy Inc

Utilities
-203
- 5.7%
$64.11 - $75.0 $13K - $15.2K
3.36K $232K
TD
Toronto Dominion Bank

Financial Services
-373
- 56.52%
$55.71 - $73.45 $20.8K - $27.4K
287 $21K
YUM
Yum Brands Inc

Consumer Cyclical
-54
- 5.03%
$138.36 - $161.45 $7.47K - $8.72K
1.02K $150K
MTB
M&T Bank Corp

Financial Services
-102
- 95.33%
$156.58 - $193.99 $16K - $19.8K
5 $1K
MCHP
Microchip Technology Inc

Technology
-599
- 51.11%
$35.34 - $71.6 $21.2K - $42.9K
573 $39K
CVS
Cvs Health Corp

Healthcare
-286
- 11.57%
$60.04 - $70.18 $17.2K - $20.1K
2.19K $150K
WY
Weyerhaeuser CO

Real Estate
-16
- 0.38%
$24.69 - $29.48 $395 - $472
4.21K $108K
LEN
Lennar Corp

Consumer Cyclical
-120
- 25.75%
$102.76 - $115.66 $12.3K - $13.9K
346 $38K
CL
Colgate Palmolive CO

Consumer Defensive
-144
- 17.41%
$87.57 - $96.0 $12.6K - $13.8K
683 $62K
DGX
Quest Diagnostics Inc

Healthcare
-130
- 14.71%
N/A
754 $135K
PAYX
Paychex Inc

Industrials
-6
- 0.41%
$137.01 - $159.78 $822 - $959
1.47K $213K
NXPI
Nxp Semiconductors N.V.

Technology
-95
- 40.95%
$153.5 - $218.72 $14.6K - $20.8K
137 $29K
JKHY
Henry Jack & Associates Inc

Technology
-78
- 31.08%
$163.54 - $186.02 $12.8K - $14.5K
173 $31K
SNOW
Snowflake Inc.

Technology
-100
- 85.47%
$130.53 - $223.77 $13.1K - $22.4K
17 $3K
NVS
Novartis Ag

Healthcare
-809
- 9.15%
$101.96 - $121.01 $82.5K - $97.9K
8.03K $972K
WTRG
Essential Utilities, Inc.

Utilities
-250
- 29.41%
$36.92 - $41.39 $9.23K - $10.3K
600 $22K
KR
Kroger CO

Consumer Defensive
-201
- 18.31%
$64.62 - $74.0 $13K - $14.9K
897 $63K
XLC
Select Sector Spdr Tr Communic

ETFs
-114
- 48.93%
$86.13 - $108.53 $9.82K - $12.4K
119 $12K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-125
- 48.64%
$61.03 - $67.59 $7.63K - $8.45K
132 $8K
RIO
Rio Tinto PLC

Basic Materials
-125
- 30.49%
$52.32 - $62.75 $6.54K - $7.84K
285 $16K
DELL
Dell Technologies Inc.

Technology
-100
- 84.03%
$71.63 - $125.98 $7.16K - $12.6K
19 $2K
NOC
Northrop Grumman Corp

Industrials
-7
- 1.75%
$456.3 - $540.39 $3.19K - $3.78K
393 $196K
MSI
Motorola Solutions, Inc.

Technology
-9
- 5.63%
$394.72 - $440.39 $3.55K - $3.96K
151 $63K
MKC
Mccormick & CO Inc

Consumer Defensive
-73
- 35.27%
$71.11 - $82.25 $5.19K - $6K
134 $10K
Activity Summary
Buys All Purchases 286 New Holdings 59 Increased Positions 227 Sells All Sells 251 Reductions 251 Sold out 0 Options Calls 0 Puts 0
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