Valley National Advisers Inc has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $554 Million distributed in 970 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $39.8M, Apple Inc. with a value of $24.7M, Schwab Strategic Tr Us Broad M with a value of $23.8M, Fidelity Merrimack Str Tr Tota with a value of $19.7M, and Schwab Strategic Tr Us Large C with a value of $18.6M.
Examining the 13F form we can see an decrease of $2.69M in the current position value, from $557M to 554M.
Below you can find more details about Valley National Advisers Inc portfolio as well as his latest detailed transactions.
Portfolio value
$554 Million
ETFs: $295 Million
Technology: $76.8 Million
Industrials: $33.7 Million
Healthcare: $32.8 Million
Consumer Cyclical: $29.7 Million
Financial Services: $29.2 Million
Energy: $16.2 Million
Consumer Defensive: $13.2 Million
Other: $19.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
