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
NVO
Novo Nordisk A S

Healthcare
-65
- 0.85%
$58.08 - $81.05 $3.78K - $5.27K
7.57K $522K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1
- 0.61%
$421.16 - $509.5 $421 - $510
164 $73K
OXY
Occidental Petroleum Corp

Energy
-90
- 28.21%
$36.11 - $49.33 $3.25K - $4.44K
229 $9K
SHEL
Shell PLC

Energy
-71
- 13.81%
$59.75 - $73.05 $4.24K - $5.19K
443 $31K
Gsk PLC
-142
- 8.3%
N/A
1.57K $60K
PICK
Ishares Inc Msci Global Select

ETFs
-173
- 52.74%
$30.23 - $38.24 $5.23K - $6.62K
155 $5K
PSA
Public Storage

Real Estate
-19
- 35.19%
$266.31 - $309.77 $5.06K - $5.89K
35 $10K
HD
Home Depot, Inc.

Consumer Cyclical
-22
- 0.38%
$335.24 - $380.78 $7.38K - $8.38K
5.75K $2.11M
FCX
Freeport Mcmoran Inc

Basic Materials
-161
- 67.08%
$29.15 - $44.46 $4.69K - $7.16K
79 $3K
DHR
Danaher Corp

Healthcare
-17
- 5.23%
$174.64 - $205.16 $2.97K - $3.49K
308 $60K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-78
- 66.1%
$58.13 - $69.92 $4.53K - $5.45K
40 $2K
XLY
Select Sector Spdr Consumer Di

ETFs
-83
- 12.28%
$176.34 - $218.59 $14.6K - $18.1K
593 $128K
SAH
Sonic Automotive Inc

Consumer Cyclical
-142
- 55.04%
$56.16 - $81.86 $7.97K - $11.6K
116 $9K
TGT
Target Corp

Consumer Defensive
-16
- 2.48%
$88.76 - $105.77 $1.42K - $1.69K
630 $62K
FNDX
Schwab Fundamental U S Large C

ETFs
-2.15K
- 4.08%
$20.84 - $24.54 $44.8K - $52.8K
50.5K $1.24M
KO
Coca Cola CO

Consumer Defensive
-9
- 0.26%
$68.37 - $73.9 $615 - $665
3.5K $247K
PFS
Provident Financial Services Inc

Financial Services
-657
- 3.08%
$14.69 - $17.98 $9.65K - $11.8K
20.7K $362K
MU
Micron Technology Inc

Technology
-143
- 36.48%
$64.72 - $127.91 $9.25K - $18.3K
249 $30K
CLX
Clorox CO

Consumer Defensive
-19
- 50.0%
$118.01 - $148.69 $2.24K - $2.83K
19 $2K
MNST
Monster Beverage Corp

Consumer Defensive
-60
- 78.95%
$55.01 - $64.24 $3.3K - $3.85K
16 $1K
DD
Du Pont De Nemours, Inc.

Basic Materials
-3
- 0.72%
$55.13 - $75.25 $165 - $226
416 $28K
ABT
Abbott Laboratories

Healthcare
-44
- 5.43%
$123.95 - $138.08 $5.45K - $6.08K
767 $104K
XLP
Consumer Staples Sector Spdr

ETFs
-21
- 3.71%
N/A
545 $44K
Millrose Pptys Inc
-59
- 25.54%
N/A
172 $4K
VTRS
Viatris Inc

Healthcare
-207
- 22.38%
$7.26 - $9.12 $1.5K - $1.89K
718 $6K
WM
Waste Management Inc

Industrials
-1
- 0.13%
$216.47 - $242.1 $216 - $242
780 $178K
XLV
Select Sector Spdr Fund Health

ETFs
-6
- 10.53%
$128.77 - $144.3 $773 - $866
51 $6K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-54
- 0.59%
$46.41 - $47.7 $2.51K - $2.58K
9.16K $435K
AON
Aon PLC

Financial Services
-2
- 4.44%
$335.85 - $398.81 $672 - $798
43 $15K
ARKG
Ark Genomic Revolution ETF (De

ETFs
-1K
- 15.71%
$18.34 - $24.56 $18.4K - $24.6K
5.37K $130K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-32
- 7.06%
$18.94 - $21.67 $606 - $693
421 $8K
GPC
Genuine Parts CO

Consumer Cyclical
-8
- 28.57%
$105.54 - $129.09 $844 - $1.03K
20 $2K
XEL
Xcel Energy Inc

Utilities
-1
- 0.87%
$65.65 - $72.39 $65.7 - $72.4
114 $7K
DHI
Horton D R Inc

Consumer Cyclical
-4
- 22.22%
$115.1 - $129.63 $460 - $519
14 $1K
WSM
Williams Sonoma Inc

Consumer Cyclical
-51
- 4.37%
$137.62 - $174.44 $7.02K - $8.9K
1.12K $182K
Astera Labs Inc
-36
- 49.32%
N/A
37 $3K
MET
Metlife Inc

Financial Services
-3
- 0.65%
$68.42 - $82.49 $205 - $247
460 $36K
IEX
Idex Corp

Industrials
-1
- 2.5%
$160.66 - $191.29 $161 - $191
39 $6K
ETR
Entergy Corp

Utilities
-7
- 7.69%
$79.01 - $86.61 $553 - $606
84 $6K
PFG
Principal Financial Group Inc

Financial Services
-1
- 0.42%
$69.56 - $86.19 $69.6 - $86.2
235 $18K
AFL
Aflac Inc

Financial Services
-4
- 4.21%
$99.77 - $112.45 $399 - $450
91 $9K
ARCC
Ares Capital Corp

Financial Services
-60
- 4.96%
$18.91 - $22.43 $1.13K - $1.35K
1.15K $25K
Corpay Inc
-2
- 11.11%
N/A
16 $5K
CTRA
Coterra Energy Inc.

Energy
-3
- 4.23%
$22.6 - $29.07 $67.8 - $87.2
68 $1K
AIG
American International Group, Inc.

Financial Services
-2
- 10.53%
$77.56 - $87.72 $155 - $175
17 $1K
CDW
Cdw Corp

Technology
-1
- 6.25%
$144.49 - $190.68 $144 - $191
15 $2K
SPOT
Spotify Technology S.A.

Communication Services
-1
- 33.33%
$503.3 - $775.9 $503 - $776
2 $1K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-25
- 1.85%
$71.94 - $86.02 $1.8K - $2.15K
1.33K $113K
EW
Edwards Lifesciences Corp

Healthcare
-1
- 4.76%
$67.07 - $78.22 $67.1 - $78.2
20 $1K
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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