Valley National Advisers Inc Sells in Q3 2024

Valley National Advisers Inc

  • $554 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CEG
Constellation Energy Corp

Utilities
-1.09K
- 95.37%
$167.08 - $262.86 $182K - $287K
53 $13K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-3.6K
- 15.31%
$90.87 - $102.43 $327K - $369K
19.9K $1.97M
KR
Kroger CO

Consumer Defensive
-4.54K
- 67.99%
$50.43 - $57.3 $229K - $260K
2.14K $122K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
-3.7K
- 34.35%
$61.6 - $65.13 $228K - $241K
7.06K $458K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-10.3K
- 45.25%
$20.47 - $20.71 $211K - $213K
12.5K $257K
EUSB
Ishares Tr Esg Advanced Total

Technology
-5.35K
- 31.75%
$42.09 - $44.64 $225K - $239K
11.5K $509K
ELV
Elevance Health, Inc.

Healthcare
-354
- 44.81%
$500.12 - $562.29 $177K - $199K
436 $225K
YUM
Yum Brands Inc

Consumer Cyclical
-1.56K
- 58.77%
$125.95 - $139.96 $197K - $218K
1.1K $152K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-9.42K
- 90.4%
$21.05 - $21.17 $198K - $199K
1K $21K
TSLA
Tesla, Inc.

Consumer Cyclical
-2.15K
- 36.7%
$191.76 - $263.26 $412K - $566K
3.71K $970K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-168
- 11.6%
$1024.09 - $1201.76 $172K - $202K
1.28K $1.35M
IBHD
Ishares Ibonds 2024 Term High

ETFs
-7.6K
- 64.07%
$23.11 - $23.29 $176K - $177K
4.26K $99K
ETN
Eaton Corp PLC

Industrials
-555
- 84.22%
$272.52 - $333.02 $151K - $185K
104 $34K
IBHE
Ishares Ibonds 2025 Term High

ETFs
-7.3K
- 69.56%
$23.03 - $23.3 $168K - $170K
3.2K $74K
UBER
Uber Technologies, Inc

Technology
-2.51K
- 27.92%
$58.48 - $77.47 $147K - $194K
6.47K $486K
HUBB
Hubbell Inc

Industrials
-474
- 54.67%
$355.55 - $428.48 $169K - $203K
393 $168K
INTU
Intuit Inc

Technology
-218
- 82.89%
$602.97 - $670.49 $131K - $146K
45 $27K
SOXX
Ishares Semiconductor ETF

ETFs
-558
- 91.63%
$199.29 - $265.49 $111K - $148K
51 $11K
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
-2.21K
- 18.83%
$73.78 - $81.92 $163K - $181K
9.54K $781K
NOC
Northrop Grumman Corp

Industrials
-397
- 49.81%
$423.73 - $533.14 $168K - $212K
400 $211K
TDG
Trans Digm Group Inc

Industrials
-104
- 99.05%
$1202.03 - $1427.41 $125K - $148K
1 $1K
LOW
Lowes Companies Inc

Consumer Cyclical
-1.92K
- 24.88%
$213.3 - $270.78 $409K - $520K
5.79K $1.57M
DGX
Quest Diagnostics Inc

Healthcare
-1.27K
- 35.93%
$137.09 - $137.09 $174K - $174K
2.27K $351K
MCK
Mckesson Corp

Healthcare
-223
- 96.96%
$479.06 - $630.38 $107K - $141K
7 $3K
ANET
Arista Networks, Inc.

Technology
-371
- 98.67%
$311.42 - $388.21 $116K - $144K
5 $1K
CMI
Cummins Inc

Industrials
-589
- 44.45%
$266.63 - $326.4 $157K - $192K
736 $238K
V
Visa Inc.

Financial Services
-505
- 57.26%
$253.74 - $291.56 $128K - $147K
377 $103K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2.04K
- 94.88%
$49.83 - $62.75 $102K - $128K
110 $6K
CVX
Chevron Corp

Energy
-659
- 20.47%
$137.88 - $161.97 $90.9K - $107K
2.56K $377K
IVE
Ishares S&P 500 Value ETF

ETFs
-686
- 95.94%
$181.06 - $197.17 $124K - $135K
29 $5K
Linde PLC
-279
- 82.3%
N/A
60 $27K
PAVE
Global X Fds Us Infrastructure

ETFs
-3.63K
- 50.01%
$36.39 - $41.16 $132K - $149K
3.63K $149K
DHI
Horton D R Inc

Consumer Cyclical
-849
- 98.61%
$135.21 - $197.06 $115K - $167K
12 $2K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-29
- 96.67%
$3305.62 - $4268.05 $95.9K - $124K
1 $5K
BAC
Bank Of America Corp

Financial Services
-2.7K
- 23.7%
$36.65 - $44.13 $98.8K - $119K
8.67K $344K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-4.21K
- 85.63%
$24.78 - $25.11 $104K - $106K
707 $17K
SAH
Sonic Automotive Inc

Consumer Cyclical
-1.98K
- 65.98%
$51.32 - $63.04 $101K - $125K
1.02K $59K
KKR
Kkr & Co. Inc.

Financial Services
-1.06K
- 69.64%
$104.51 - $133.23 $111K - $141K
463 $60K
DIS
Walt Disney CO

Communication Services
-840
- 13.7%
$85.6 - $98.61 $71.9K - $82.8K
5.29K $508K
ECL
Ecolab Inc.

Basic Materials
-435
- 60.08%
$228.86 - $255.76 $99.6K - $111K
289 $73K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-232
- 12.59%
$434.77 - $502.96 $101K - $117K
1.61K $786K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
-1.28K
- 90.53%
$70.42 - $80.82 $90.2K - $104K
134 $10K
INTC
Intel Corp

Technology
-2.45K
- 50.45%
$18.9 - $34.87 $46.4K - $85.6K
2.41K $56K
NEE
Nextera Energy Inc

Utilities
-1.84K
- 39.16%
$69.9 - $84.97 $128K - $156K
2.85K $241K
PANW
Palo Alto Networks Inc

Technology
-265
- 54.08%
$294.18 - $368.01 $78K - $97.5K
225 $76K
UNH
Unitedhealth Group Inc

Healthcare
-333
- 23.84%
$488.01 - $604.18 $163K - $201K
1.06K $622K
COP
Conocophillips

Energy
-699
- 48.47%
$102.3 - $116.61 $71.5K - $81.5K
743 $78K
GS
Goldman Sachs Group Inc

Financial Services
-268
- 23.0%
$459.02 - $510.25 $123K - $137K
897 $443K
NOW
Service Now, Inc.

Technology
-211
- 21.49%
$730.87 - $937.36 $154K - $198K
771 $689K
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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